Portfolio (Quarterly)
Guide ↗
CBIZ Investment Advisory Services, LLC
· CIK 0001795934| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 21 | BC | BRUNSWICK CORP | Consumer Cyclical | 480 | $36K | 0.00% | SOLD |
| 22 | APP | APPLOVIN CORP | Technology | 52 | $35K | 0.00% | SOLD |
| 23 | WCC | WESCO INTL INC | Industrials | 143 | $35K | 0.00% | SOLD |
| 24 | MLM | MARTIN MARIETTA MATLS INC | Basic Materials | 55 | $34K | 0.00% | SOLD |
| 25 | AMT | AMERICAN TOWER CORP NEW | Real Estate | 188 | $33K | 0.00% | SOLD |
| 26 | YOU | CLEAR SECURE INC | Technology | 925 | $32K | 0.00% | SOLD |
| 27 | PLD | PROLOGIS INC. | Real Estate | 254 | $32K | 0.00% | SOLD |
| 28 | HXL | HEXCEL CORP NEW | Industrials | 410 | $30K | 0.00% | SOLD |
| 29 | IRMD | IRADIMED CORP | Healthcare | 307 | $30K | 0.00% | SOLD |
| 30 | DES | WISDOMTREE TR | — | 891 | $30K | 0.00% | SOLD |
| 31 | PATK | PATRICK INDS INC | Consumer Cyclical | 270 | $29K | 0.00% | SOLD |
| 32 | HEI | HEICO CORP NEW | Industrials | 88 | $28K | 0.00% | SOLD |
| 33 | KLIC | KULICKE & SOFFA INDS INC | Technology | 614 | $28K | 0.00% | SOLD |
| 34 | USPH | U S PHYSICAL THERAPY | Healthcare | 360 | $28K | 0.00% | SOLD |
| 35 | MTRN | MATERION CORP | Basic Materials | 224 | $28K | 0.00% | SOLD |
| 36 | BIPC | BROOKFIELD INFRASTRUCTURE CO | Utilities | 599 | $27K | 0.00% | SOLD |
| 37 | CTRE | CARETRUST REIT INC | Real Estate | 741 | $27K | 0.00% | SOLD |
| 38 | UTZ | UTZ BRANDS INC | Consumer Defensive | 2,561 | $27K | 0.00% | SOLD |
| 39 | MSA | MSA SAFETY INC | Industrials | 165 | $26K | 0.00% | SOLD |
| 40 | NET | CLOUDFLARE INC | Technology | 134 | $26K | 0.00% | 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%