Portfolio (Quarterly)
Guide ↗
CBIZ Investment Advisory Services, LLC
· CIK 0001795934| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 161 | DOX | AMDOCS LTD | Technology | 77 | $6K | — | SOLD |
| 162 | LCII | LCI INDS | Consumer Cyclical | 51 | $6K | — | SOLD |
| 163 | WSO | WATSCO INC | Industrials | 18 | $6K | — | SOLD |
| 164 | EVRG | EVERGY INC | Utilities | 83 | $6K | — | SOLD |
| 165 | PAYC | PAYCOM SOFTWARE INC | Technology | 37 | $6K | — | SOLD |
| 166 | JEF | JEFFERIES FINL GROUP INC | Financial Services | 95 | $6K | — | SOLD |
| 167 | OMC | OMNICOM GROUP INC | Communication Services | 72 | $6K | — | SOLD |
| 168 | WDC | WESTERN DIGITAL CORP | Technology | 34 | $6K | — | SOLD |
| 169 | CMS | CMS ENERGY CORP | Utilities | 83 | $6K | — | SOLD |
| 170 | INGR | INGREDION INC | Consumer Defensive | 52 | $6K | — | SOLD |
| 171 | DG | DOLLAR GEN CORP NEW | Consumer Defensive | 43 | $6K | — | SOLD |
| 172 | IDA | IDACORP INC | Utilities | 44 | $6K | — | SOLD |
| 173 | EOG | EOG RES INC | Energy | 52 | $5K | — | SOLD |
| 174 | RIVN | RIVIAN AUTOMOTIVE INC | Consumer Cyclical | 277 | $5K | — | SOLD |
| 175 | TER | TERADYNE INC | Technology | 28 | $5K | — | SOLD |
| 176 | CATY | CATHAY GEN BANCORP | Financial Services | 110 | $5K | — | SOLD |
| 177 | TKR | TIMKEN CO | Industrials | 62 | $5K | — | SOLD |
| 178 | FITB | FIFTH THIRD BANCORP | Financial Services | 110 | $5K | — | SOLD |
| 179 | HUM | HUMANA INC | Healthcare | 20 | $5K | — | SOLD |
| 180 | MRVL | MARVELL TECHNOLOGY INC | Technology | 60 | $5K | — | 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%