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Portfolio (Quarterly) Guide ↗

KAVAR CAPITAL PARTNERS GROUP, LLC

· CIK 0001841766
13F Portfolio $798M AUM 213 positions Filed Apr 16, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 34 New 47 Added 59 Reduced 8 Exited
Page 4 of 11  ·  213 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 PEP PEPSICO INC Consumer Defensive 19,812.0 $3.1M 0.39% +166.0 +0.8% $155.29 -4.0%
62 PM PHILIP MORRIS INTL INC Consumer Defensive 18,268.0 $3.0M 0.38% $165.34 +15.8%
63 MDLZ MONDELEZ INTL INC Consumer Defensive 49,734.0 $2.9M 0.36% -2K -4.5% $57.64 +6.9%
64 VTI VANGUARD INDEX FDS 8,586.0 $2.8M 0.34% $320.82 +12.2%
65 NKE NIKE INC Consumer Cyclical 51,909.0 $2.7M 0.34% +1K +2.8% $52.82 -19.4%
66 ASML ASML HLDG NV Technology 2,032.0 $2.7M 0.34% $1320.83 +10.5%
67 AMD ADVANCED MICRO DEVICES INC Technology 12,138.0 $2.5M 0.31% +10K +617.0% $203.43 +103.5%
68 SO SOUTHERN CO Utilities 25,214.0 $2.4M 0.30% -775.0 -3.0% $96.52 -2.9%
69 TFC TRUIST FINL CORP Financial Services 52,826.0 $2.4M 0.30% -2K -3.7% $45.97 +2.3%
70 AVUS AMERICAN CENTY ETF TR 21,831.0 $2.4M 0.30% +6K +36.2% $111.18 +11.1%
71 DGX QUEST DIAGNOSTICS INC Healthcare 12,358.0 $2.4M 0.30% -345.0 -2.7% $195.98 -3.1%
72 AVSC AMERICAN CENTY ETF TR 36,126.0 $2.3M 0.28% -1K -3.6% $62.30 +6.0%
73 SPYM SPDR SERIES TRUST 29,331.0 $2.2M 0.28% $76.54 +12.8%
74 DFUS DIMENSIONAL ETF TRUST 31,256.0 $2.2M 0.28% $70.91 +12.3%
75 WM WASTE MGMT INC DEL Industrials 9,404.0 $2.2M 0.27% -146.0 -1.5% $229.79 -3.1%
76 BP BP PLC Energy 45,626.0 $2.1M 0.27% -1K -2.8% $47.00 -1.8%
77 MO ALTRIA GROUP INC Consumer Defensive 32,347.0 $2.1M 0.27% -298.0 -0.9% $65.99 +11.7%
78 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 2,096.0 $2.1M 0.26% -95.0 -4.3% $996.44 +5.3%
79 SR SPIRE INC Utilities 22,833.0 $2.1M 0.26% -1K -4.7% $90.54 -4.8%
80 IWM ISHARES TR 8,116.0 $2.0M 0.25% $248.00 +10.1%
Page 4 of 11  ·  213 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 24.7%
Healthcare 15.8%
Financial Services 14.0%
Industrials 9.8%
Consumer Defensive 9.3%
Consumer Cyclical 8.5%
Communication Services 8.4%
Energy 7.0%
Utilities 2.0%
Basic Materials 0.2%