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Portfolio (Quarterly) Guide ↗

KAVAR CAPITAL PARTNERS GROUP, LLC

· CIK 0001841766
13F Portfolio $812M AUM 204 positions Filed Jul 20, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 19 New 83 Added 38 Reduced 28 Exited
Page 4 of 11  ·  204 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 MCD MCDONALDS CORP Consumer Cyclical 10,515.0 $2.8M 0.35% +101.0 +1.0% $270.32 -1.1%
62 AVUS AMERICAN CENTY ETF TR 21,651.0 $2.8M 0.34% -180.0 -0.8% $128.08 +2.3%
63 AVSC AMERICAN CENTY ETF TR 36,086.0 $2.6M 0.33% $73.34 +1.0%
64 TFC TRUIST FINL CORP Financial Services 52,423.0 $2.6M 0.32% -403.0 -0.8% $49.82 +2.3%
65 PEP PEPSICO INC Consumer Defensive 19,097.0 $2.6M 0.32% -715.0 -3.6% $135.40 +5.3%
66 SPYM SPDR SERIES TRUST 29,333.0 $2.6M 0.32% $87.88 +3.0%
67 DFUS DIMENSIONAL ETF TRUST 31,260.0 $2.6M 0.32% $81.94 +2.6%
68 GLW CORNING INC Technology 9,798.0 $2.5M 0.31% +93.0 +1.0% $255.44 -40.3%
69 IWM ISHARES TR 8,114.0 $2.4M 0.30% $300.46 +0.4%
70 DGX QUEST DIAGNOSTICS INC Healthcare 11,415.0 $2.4M 0.30% -943.0 -7.6% $211.95 +14.1%
71 SO SOUTHERN CO Utilities 25,262.0 $2.4M 0.30% $95.71 -3.7%
72 MO ALTRIA GROUP INC Consumer Defensive 32,665.0 $2.4M 0.29% +318.0 +1.0% $71.95 -8.2%
73 GOOG ALPHABET INC Communication Services 6,306.0 $2.2M 0.28% +481.0 +8.3% $353.33 -3.3%
74 SYY SYSCO CORP Consumer Defensive 26,598.0 $2.2M 0.27% +3K +12.1% $83.58 -1.3%
75 INTC INTEL CORP Technology 15,228.0 $2.1M 0.26% -5K -23.2% $139.63 -33.5%
76 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 2,237.0 $2.1M 0.26% +141.0 +6.7% $935.48 +2.3%
77 MRK MERCK & CO INC Healthcare 16,019.0 $2.1M 0.25% +155.0 +1.0% $128.50 +18.5%
78 DFUV DIMENSIONAL ETF TRUST 36,831.0 $2.0M 0.25% $55.01 +4.5%
79 NKE NIKE INC Consumer Cyclical 46,052.0 $1.9M 0.23% -6K -11.3% $41.05 -0.0%
80 SR SPIRE INC Utilities 22,834.0 $1.8M 0.22% $78.09 +7.0%
Page 4 of 11  ·  204 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 28.3%
Healthcare 15.7%
Financial Services 13.0%
Industrials 11.4%
Communication Services 9.3%
Consumer Defensive 8.7%
Consumer Cyclical 8.2%
Energy 3.4%
Utilities 1.8%
Basic Materials 0.1%