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Portfolio (Quarterly) Guide ↗

KAVAR CAPITAL PARTNERS GROUP, LLC

· CIK 0001841766
13F Portfolio $725M AUM Filed Jan 20, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 187 New
Page 9 of 10  ·  187 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 EPD ENTERPRISE PRODS PARTNERS L Energy 8,144.0 $261K 0.04% NEW $32.06 +23.1%
162 BMY BRISTOL-MYERS SQUIBB CO Healthcare 4,802.0 $259K 0.04% NEW $53.94 +8.1%
163 BNS BANK NOVA SCOTIA HALIFAX Financial Services 3,414.0 $252K 0.04% NEW $73.69 +4.9%
164 IBIT ISHARES BITCOIN TRUST ETF Financial Services 5,044.0 $250K 0.04% NEW $49.65 -12.4%
165 LHX L3HARRIS TECHNOLOGIES INC Industrials 809.0 $237K 0.03% NEW $293.57 +6.0%
166 VHT VANGUARD WORLD FD 825.0 $237K 0.03% NEW $287.85 -4.8%
167 WY WEYERHAEUSER CO MTN BE Real Estate 10,000.0 $237K 0.03% NEW $23.69 -3.5%
168 CRM SALESFORCE INC Technology 879.0 $233K 0.03% NEW $264.91 -32.2%
169 CB CHUBB LIMITED Financial Services 740.0 $231K 0.03% NEW $312.12 +5.8%
170 ETN EATON CORP PLC Industrials 717.0 $228K 0.03% NEW $318.51 +19.9%
171 GSK GSK PLC Healthcare 4,597.0 $225K 0.03% NEW $49.04 +2.5%
172 LOW LOWES COS INC Consumer Cyclical 932.0 $225K 0.03% NEW $241.16 -9.6%
173 LIN LINDE PLC Basic Materials 525.0 $224K 0.03% NEW $426.39 +19.8%
174 CL COLGATE PALMOLIVE CO Consumer Defensive 2,812.0 $222K 0.03% NEW $79.02 +13.9%
175 SPEM SPDR INDEX SHS FDS 4,732.0 $222K 0.03% NEW $46.81 +7.7%
176 BTI BRITISH AMERN TOB PLC Consumer Defensive 3,840.0 $217K 0.03% NEW $56.62 +17.2%
177 BMEZ BLACKROCK HEALTH SCIENCES TE Financial Services 14,250.0 $214K 0.03% NEW $15.05 -8.0%
178 APD AIR PRODS & CHEMS INC Basic Materials 864.0 $213K 0.03% NEW $247.02 +18.1%
179 STZ CONSTELLATION BRANDS INC Consumer Defensive 1,541.0 $213K 0.03% NEW $137.96 +7.0%
180 TPIF TIMOTHY PLAN 6,102.0 $212K 0.03% NEW $34.68 +6.4%
Page 9 of 10  ·  187 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 26.4%
Healthcare 16.9%
Financial Services 13.8%
Communication Services 9.1%
Consumer Defensive 9.1%
Consumer Cyclical 8.6%
Industrials 8.6%
Energy 5.5%
Utilities 1.8%
Basic Materials 0.1%