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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 7 of 12  ·  239 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 CL COLGATE PALMOLIVE CO Consumer Defensive 59.0 $5K -264.0 -81.7% $85.24 +8.8%
122 WING WINGSTOP INC Consumer Cyclical 32.0 $5K -110.0 -77.5% $154.97 +11.9%
123 FSLR FIRST SOLAR INC Energy 25.0 $5K -9.0 -26.5% $197.28 +17.6%
124 NDSN NORDSON CORP Industrials 18.0 $5K -24.0 -57.1% $266.89 +10.8%
125 JKHY HENRY JACK & ASSOC INC Technology 30.0 $5K -25.0 -45.5% $158.03 -9.9%
126 BR BROADRIDGE FINL SOLUTIONS IN Technology 29.0 $5K -8.0 -21.6% $163.45 -13.8%
127 GRMN GARMIN LTD Technology 20.0 $5K -8.0 -28.6% $232.00 +2.4%
128 CPK CHESAPEAKE UTILS CORP Utilities 36.0 $5K -190.0 -84.1% $127.06 -3.4%
129 ACN ACCENTURE PLC IRELAND Technology 23.0 $5K -99.0 -81.2% $198.30 -33.9%
130 WAB WABTEC Industrials 18.0 $4K -3.0 -14.3% $249.89 +7.9%
131 OZK BANK OZK LITTLE ROCK ARK Financial Services 98.0 $4K -165.0 -62.7% $45.89 +15.2%
132 STE STERIS PLC Healthcare 20.0 $4K -28.0 -58.3% $221.15 -4.0%
133 KLAC KLA CORP Technology 3.0 $4K -102.0 -97.1% $1472.33 -81.9%
134 TXN TEXAS INSTRS INC Technology 22.0 $4K -210.0 -90.5% $194.14 +53.7%
135 AMGN AMGEN INC Healthcare 12.0 $4K -92.0 -88.5% $351.83 +2.7%
136 BKNG BOOKING HOLDINGS INC Consumer Cyclical 1.0 $4K -5.0 -83.3% $4210.00 -95.7%
137 OXY OCCIDENTAL PETE CORP Energy 64.0 $4K -318.0 -83.2% $65.27 -26.5%
138 ADI ANALOG DEVICES INC Technology 13.0 $4K -115.0 -89.8% $318.15 +22.3%
139 LIN LINDE PLC Basic Materials 8.0 $4K -19.0 -70.4% $495.75 +7.6%
140 SCHW SCHWAB CHARLES CORP Financial Services 42.0 $4K -466.0 -91.7% $93.98 +1.9%
Page 7 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%