Portfolio (Quarterly)
Guide ↗
CBIZ Investment Advisory Services, LLC
· CIK 0001795934| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 281 | CNMD | CONMED CORP | Healthcare | 48 | $2K | — | SOLD |
| 282 | LVS | LAS VEGAS SANDS CORP | Consumer Cyclical | 29 | $2K | — | SOLD |
| 283 | SUI | SUN CMNTYS INC | Real Estate | 15 | $2K | — | SOLD |
| 284 | ILMN | ILLUMINA INC | Healthcare | 14 | $2K | — | SOLD |
| 285 | DD | DUPONT DE NEMOURS INC | Basic Materials | 45 | $2K | — | SOLD |
| 286 | Q | QNITY ELECTRONICS INC | Technology | 22 | $2K | — | SOLD |
| 287 | GPC | GENUINE PARTS CO | Consumer Cyclical | 14 | $2K | — | SOLD |
| 288 | LYB | LYONDELLBASELL INDUSTRIES N | Basic Materials | 41 | $2K | — | SOLD |
| 289 | AON | AON PLC | Financial Services | 5 | $2K | — | SOLD |
| 290 | CPRT | COPART INC | Industrials | 45 | $2K | — | SOLD |
| 291 | CERT | CERTARA INC | Healthcare | 195 | $2K | — | SOLD |
| 292 | FICO | FAIR ISAAC CORP | Technology | 1 | $2K | — | SOLD |
| 293 | WTW | WILLIS TOWERS WATSON PLC LTD | Financial Services | 5 | $2K | — | SOLD |
| 294 | TTD | THE TRADE DESK INC | Technology | 43 | $2K | — | SOLD |
| 295 | J | JACOBS SOLUTIONS INC | Industrials | 12 | $2K | — | SOLD |
| 296 | ON | ON SEMICONDUCTOR CORP | Technology | 29 | $2K | — | SOLD |
| 297 | KDP | KEURIG DR PEPPER INC | Consumer Defensive | 56 | $2K | — | SOLD |
| 298 | ACVA | ACV AUCTIONS INC | Consumer Cyclical | 194 | $2K | — | SOLD |
| 299 | PZZA | PAPA JOHNS INTL INC | Consumer Cyclical | 40 | $2K | — | SOLD |
| 300 | OKE | ONEOK INC NEW | Energy | 20 | $1K | — | SOLD |
Sector Allocation
Financial Services
95.9%
Technology
2.3%
Industrials
0.4%
Communication Services
0.4%
Healthcare
0.3%
Consumer Defensive
0.3%
Consumer Cyclical
0.2%
Utilities
0.1%
Energy
0.1%
Basic Materials
0.0%