Portfolio (Quarterly)
Guide ↗
CBIZ Investment Advisory Services, LLC
· CIK 0001795934| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 121 | LNT | ALLIANT ENERGY CORP | Utilities | 149 | $10K | — | SOLD |
| 122 | GDDY | GODADDY INC | Technology | 78 | $10K | — | SOLD |
| 123 | ZS | ZSCALER INC | Technology | 43 | $10K | — | SOLD |
| 124 | PAYX | PAYCHEX INC | Industrials | 84 | $9K | — | SOLD |
| 125 | SNA | SNAP ON INC | Industrials | 27 | $9K | — | SOLD |
| 126 | PKG | PACKAGING CORP AMER | Consumer Cyclical | 44 | $9K | — | SOLD |
| 127 | A | AGILENT TECHNOLOGIES INC | Healthcare | 66 | $9K | — | SOLD |
| 128 | BIIB | BIOGEN INC | Healthcare | 51 | $9K | — | SOLD |
| 129 | HUBB | HUBBELL INC | Industrials | 20 | $9K | — | SOLD |
| 130 | CVNA | CARVANA CO | Consumer Cyclical | 21 | $9K | — | SOLD |
| 131 | RBLX | ROBLOX CORP | Technology | 108 | $9K | — | SOLD |
| 132 | WMB | WILLIAMS COS INC | Energy | 144 | $9K | — | SOLD |
| 133 | MDB | MONGODB INC | Technology | 20 | $8K | — | SOLD |
| 134 | MTD | METTLER TOLEDO INTERNATIONAL | Healthcare | 6 | $8K | — | SOLD |
| 135 | AWK | AMERICAN WTR WKS CO INC NEW | Utilities | 64 | $8K | — | SOLD |
| 136 | DDOG | DATADOG INC | Technology | 61 | $8K | — | SOLD |
| 137 | AGO | ASSURED GUARANTY LTD | Financial Services | 92 | $8K | — | SOLD |
| 138 | — | INGERSOLL RAND INC | — | 104 | $8K | — | SOLD |
| 139 | FNF | FIDELITY NATIONAL FINANCIAL | Financial Services | 148 | $8K | — | SOLD |
| 140 | KMB | KIMBERLY-CLARK CORP | Consumer Defensive | 78 | $8K | — | 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%