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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 2 of 12  ·  239 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 CAT CATERPILLAR INC Industrials 405.0 $287K 0.01% -102.0 -20.1% $709.16 +39.8%
22 XLK SELECT SECTOR SPDR TR 2,052.0 $273K 0.01% -860.0 -29.5% $132.90 +39.7%
23 GOOGL ALPHABET INC Communication Services 945.0 $272K 0.01% -3K -77.8% $287.56 +25.6%
24 IEFA ISHARES TR 2,809.0 $254K 0.01% -4K -55.7% $90.53 +6.1%
25 VOO VANGUARD INDEX FDS 405.0 $242K 0.01% -141.0 -25.8% $596.97 +14.8%
26 BAC BANK AMERICA CORP Financial Services 3,991.0 $195K 0.01% -2K -34.4% $48.75 +19.7%
27 AMZN AMAZON COM INC Consumer Cyclical 799.0 $166K 0.01% -3K -81.3% $208.27 +16.1%
28 VDE VANGUARD WORLD FD 688.0 $119K 0.00% -10.0 -1.4% $173.15 -13.8%
29 VZ VERIZON COMMUNICATIONS INC Communication Services 2,187.0 $110K 0.00% -57.0 -2.5% $50.20 -15.7%
30 ABBV ABBVIE INC Healthcare 502.0 $109K 0.00% -629.0 -55.6% $217.49 +15.4%
31 ORCL ORACLE CORP Technology 711.0 $105K 0.00% -466.0 -39.6% $147.19 -3.2%
32 HD HOME DEPOT INC Consumer Cyclical 272.0 $89K 0.00% -239.0 -46.8% $328.89 +6.7%
33 T AT&T INC Communication Services 3,044.0 $88K 0.00% -861.0 -22.1% $28.99 -29.4%
34 RSG REPUBLIC SVCS INC Industrials 400.0 $88K 0.00% -45.0 -10.1% $219.02 -2.0%
35 GILD GILEAD SCIENCES INC Healthcare 615.0 $86K 0.00% -209.0 -25.4% $139.37 -9.6%
36 ITW ILLINOIS TOOL WKS INC Industrials 322.0 $84K 0.00% -114.0 -26.1% $261.90 +2.7%
37 XOM EXXON MOBIL CORP Energy 465.0 $79K 0.00% -784.0 -62.8% $169.54 -19.4%
38 DIS DISNEY WALT CO Communication Services 800.0 $77K 0.00% -308.0 -27.8% $96.38 -0.7%
39 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 76.0 $76K 0.00% -95.0 -55.6% $996.43 -7.2%
40 PSX PHILLIPS 66 Energy 375.0 $68K 0.00% -9.0 -2.3% $182.18 -4.2%
Page 2 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%