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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 10 of 12  ·  239 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 TFC TRUIST FINL CORP Financial Services 55.0 $3K -141.0 -71.9% $45.96 +10.7%
182 TROW PRICE T ROWE GROUP INC Financial Services 28.0 $3K -59.0 -67.8% $90.14 +28.8%
183 ROK ROCKWELL AUTOMATION INC Industrials 7.0 $3K -7.0 -50.0% $358.86 +34.5%
184 TT TRANE TECHNOLOGIES PLC Industrials 6.0 $2K -152.0 -96.2% $416.67 +16.3%
185 KMI KINDER MORGAN INC DEL Energy 73.0 $2K -79.0 -52.0% $33.53 -5.4%
186 AFL AFLAC INC Financial Services 22.0 $2K -57.0 -72.2% $109.73 +8.0%
187 NOW SERVICENOW INC Technology 23.0 $2K -137.0 -85.6% $104.57 +1.2%
188 IRM IRON MTN INC DEL Real Estate 23.0 $2K -37.0 -61.7% $103.00 +18.3%
189 LOW LOWES COS INC Consumer Cyclical 10.0 $2K -300.0 -96.8% $236.30 -6.1%
190 NSC NORFOLK SOUTHN CORP Industrials 8.0 $2K -40.0 -83.3% $287.00 +11.1%
191 NDAQ NASDAQ INC Financial Services 27.0 $2K -7.0 -20.6% $84.89 -2.5%
192 CHE CHEMED CORP NEW Healthcare 6.0 $2K -61.0 -91.0% $377.67 +27.3%
193 ED CONSOLIDATED EDISON INC Utilities 20.0 $2K -165.0 -89.2% $113.20 -2.0%
194 DE DEERE & CO Industrials 4.0 $2K -53.0 -93.0% $565.00 +11.1%
195 CRH PLC 21.0 $2K -119.0 -85.0% $105.52
196 QCOM QUALCOMM INC Technology 17.0 $2K -375.0 -95.7% $128.76 +41.3%
197 URI UNITED RENTALS INC Industrials 3.0 $2K -4.0 -57.1% $728.67 +52.6%
198 EPRT ESSENTIAL PPTYS RLTY TR INC Real Estate 70.0 $2K -173.0 -71.2% $30.67 -2.2%
199 WDAY WORKDAY INC Technology 16.0 $2K -54.0 -77.1% $129.94 -5.8%
200 DTE DTE ENERGY CO Utilities 14.0 $2K -43.0 -75.4% $147.36 +2.2%
Page 10 of 12  ·  239 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

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%