Portfolio (Quarterly)
Guide ↗
KAVAR CAPITAL PARTNERS GROUP, LLC
· CIK 0001841766| # | 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% |
① 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%