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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 7 of 11  ·  204 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 IDEV ISHARES TR 6,784.0 $604K 0.07% $89.01 +4.0%
122 SPDW SPDR INDEX SHS FDS 11,981.0 $604K 0.07% $50.39 +2.4%
123 TPLC TIMOTHY PLAN 11,686.0 $588K 0.07% +2K +21.6% $50.35 +1.2%
124 SHEL SHELL PLC Energy 7,046.0 $546K 0.07% +123.0 +1.8% $77.54 +20.8%
125 DES WISDOMTREE TR 13,249.0 $539K 0.07% $40.68 -0.0%
126 CMI CUMMINS INC Industrials 751.0 $536K 0.07% +150.0 +25.0% $713.21 -16.8%
127 AMAT APPLIED MATLS INC Technology 718.0 $519K 0.06% NEW $723.00 -31.4%
128 MCK MCKESSON CORP Healthcare 665.0 $502K 0.06% +5.0 +0.8% $755.60 +11.0%
129 ADI ANALOG DEVICES INC Technology 1,263.0 $502K 0.06% +58.0 +4.8% $397.17 -6.8%
130 EEFT EURONET WORLDWIDE INC Technology 6,848.0 $501K 0.06% -40.0 -0.6% $73.19 -5.2%
131 RTX RTX CORPORATION Industrials 2,640.0 $501K 0.06% +381.0 +16.9% $189.73 +11.9%
132 COP CONOCOPHILLIPS Energy 4,812.0 $500K 0.06% +164.0 +3.5% $103.97 +29.7%
133 VBK VANGUARD INDEX FDS 1,351.0 $494K 0.06% $365.70 -2.6%
134 VO VANGUARD INDEX FDS 6,080.0 $490K 0.06% +5K +300.0% $80.57 +2.4%
135 WAT WATERS CORP Healthcare 1,233.0 $462K 0.06% -30.0 -2.4% $375.04 +7.9%
136 IWR ISHARES TR 4,158.0 $459K 0.06% $110.32 +2.1%
137 SCHD SCHWAB STRATEGIC TR 14,435.0 $458K 0.06% $31.71 +9.8%
138 TPSC TIMOTHY PLAN 9,504.0 $456K 0.06% +660.0 +7.5% $47.98 +0.4%
139 SPSM SPDR SERIES TRUST 7,897.0 $455K 0.06% $57.67 -1.3%
140 IEMG ISHARES INC 4,904.0 $406K 0.05% +486.0 +11.0% $82.84 -2.2%
Page 7 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%