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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 9 of 11  ·  204 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 EVRG EVERGY INC Utilities 3,949.0 $341K 0.04% +34.0 +0.9% $86.43 -3.3%
162 IRM IRON MTN INC DEL Real Estate 2,696.0 $341K 0.04% +54.0 +2.0% $126.31 -3.3%
163 DIA STATE STR SPDR DOW JONES IND Financial Services 646.0 $337K 0.04% $522.39 +2.3%
164 SLQT SELECTQUOTE INC Financial Services 391,312.0 $329K 0.04% $0.84 -7.6%
165 AEE AMEREN CORP Utilities 2,860.0 $323K 0.04% +66.0 +2.4% $113.03 -3.3%
166 DFE WISDOMTREE TR 4,308.0 $310K 0.04% $71.97 +7.5%
167 ETN EATON CORP PLC Industrials 724.0 $309K 0.04% +7.0 +1.0% $426.12 -0.3%
168 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 643.0 $307K 0.04% NEW $477.80 -13.8%
169 CBSH COMMERCE BANCSHARES INC Financial Services 5,242.0 $303K 0.04% -322.0 -5.8% $57.75 +1.9%
170 EPD ENTERPRISE PRODS PARTNERS L Energy 8,144.0 $299K 0.04% $36.76 +3.7%
171 GLD SPDR GOLD TR Financial Services 800.0 $295K 0.04% $368.38 +12.3%
172 TPHD TIMOTHY PLAN 6,926.0 $293K 0.04% +1K +18.6% $42.28 +3.3%
173 TPIF TIMOTHY PLAN 7,662.0 $286K 0.04% +935.0 +13.9% $37.31 +3.7%
174 CASY CASEYS GEN STORES INC Consumer Cyclical 359.0 $285K 0.04% NEW $794.79 +5.2%
175 TXN TEXAS INSTRS INC Technology 932.0 $278K 0.03% NEW $298.07 -10.3%
176 LOW LOWES COS INC Consumer Cyclical 1,256.0 $277K 0.03% -11.0 -0.9% $220.49 +0.1%
177 CL COLGATE PALMOLIVE CO Consumer Defensive 2,948.0 $270K 0.03% +136.0 +4.8% $91.68 -0.9%
178 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 910.0 $267K 0.03% +28.0 +3.2% $293.18 +3.4%
179 IFRA ISHARES TR 4,230.0 $267K 0.03% $63.04 -3.5%
180 BSVO EA SERIES TRUST 8,931.0 $261K 0.03% $29.19 +1.5%
Page 9 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%