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Portfolio (Quarterly) Guide ↗

KAVAR CAPITAL PARTNERS GROUP, LLC

· CIK 0001841766
13F Portfolio $798.4B AUM 213 positions Filed Apr 16, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 34 New 47 Added 59 Reduced 8 Exited
Page 11 of 11  ·  213 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 PSX PHILLIPS 66 Energy 1,198.0 $218K 0.03% NEW $182.18 -2.2%
202 SMB VANECK ETF TRUST 12,500.0 $216K 0.03% NEW $17.30 -0.4%
203 ORCL ORACLE CORP Technology 1,456.0 $214K 0.03% $147.11 +25.6%
204 PFG PRINCIPAL FINANCIAL GROUP IN Financial Services 2,360.0 $213K 0.03% $90.11 +11.7%
205 GLDM WORLD GOLD TR Financial Services 2,265.0 $210K 0.03% NEW $92.69 -4.4%
206 JEPI J P MORGAN EXCHANGE TRADED F 3,634.0 $206K 0.03% +50.0 +1.4% $56.68 -1.2%
207 BMEZ BLACKROCK HEALTH SCIENCES TE Financial Services 14,250.0 $205K 0.03% $14.36 -4.4%
208 VHT VANGUARD WORLD FD 735.0 $200K 0.03% -90.0 -10.9% $272.33 -0.9%
209 BLUE OWL CAPITAL CORPORATION 16,465.0 $182K 0.02% NEW $11.06
210 NUVEEN PA INVT QUALITY MUN F 14,000.0 $167K 0.02% NEW $11.93
211 PACB PACIFIC BIOSCIENCES CALIF IN Healthcare 93,319.0 $123K 0.01% NEW $1.32 -14.0%
212 GSBD GOLDMAN SACHS BDC INC Financial Services 13,450.0 $119K 0.01% NEW $8.88 -2.1%
213 GDRX GOODRX HLDGS INC Healthcare 31,145.0 $61K 0.01% $1.96 +25.7%
Page 11 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%