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Portfolio (Quarterly) Guide ↗

CBIZ Investment Advisory Services, LLC

· CIK 0001795934
13F Portfolio $2.7B AUM 422 positions Filed May 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 6 New 23 Added 239 Reduced 359 Exited
Page 6 of 18  ·  359 positions
# Ticker Company Sector Shares Value ↓ % Port Status
101 NKE NIKE INC Consumer Cyclical 191 $12K SOLD
102 FIVE FIVE BELOW INC Consumer Cyclical 64 $12K SOLD
103 MEDP MEDPACE HLDGS INC Healthcare 21 $12K SOLD
104 ROP ROPER TECHNOLOGIES INC Industrials 26 $12K SOLD
105 MKSI MKS INC. Technology 72 $12K SOLD
106 DOV DOVER CORP Industrials 58 $11K SOLD
107 CTAS CINTAS CORP Industrials 60 $11K SOLD
108 VRT VERTIV HOLDINGS CO Industrials 69 $11K SOLD
109 CENCORA INC 33 $11K SOLD
110 DAL DELTA AIR LINES INC DEL Industrials 159 $11K SOLD
111 BK BANK NEW YORK MELLON CORP Financial Services 95 $11K SOLD
112 NVT NVENT ELECTRIC PLC Industrials 107 $11K SOLD
113 FANG DIAMONDBACK ENERGY INC Energy 72 $11K SOLD
114 DELL DELL TECHNOLOGIES INC Technology 84 $11K SOLD
115 BDX BECTON DICKINSON & CO Healthcare 53 $10K SOLD
116 ES EVERSOURCE ENERGY Utilities 151 $10K SOLD
117 KFRC KFORCE INC Industrials 328 $10K SOLD
118 CHD CHURCH & DWIGHT CO INC Consumer Defensive 119 $10K SOLD
119 SYF SYNCHRONY FINANCIAL Financial Services 117 $10K SOLD
120 GOLF ACUSHNET HLDGS CORP Consumer Cyclical 122 $10K SOLD
Page 6 of 18  ·  359 positions
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%