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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 9 of 12  ·  239 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 ANET ARISTA NETWORKS INC Technology 25.0 $3K -302.0 -92.3% $122.80 +35.7%
162 INTU INTUIT Technology 7.0 $3K -60.0 -89.5% $432.43 -38.2%
163 HWM HOWMET AEROSPACE INC Industrials 13.0 $3K -52.0 -80.0% $230.46 +16.0%
164 SO SOUTHERN CO Utilities 31.0 $3K -175.0 -85.0% $96.52 -1.4%
165 CB CHUBB LTD SWITZ Financial Services 9.0 $3K -73.0 -89.0% $326.89 +7.6%
166 BLK BLACKROCK INC Financial Services 3.0 $3K -35.0 -92.1% $961.67 +1.9%
167 WFC WELLS FARGO & CO Financial Services 36.0 $3K -550.0 -93.9% $79.61 +3.8%
168 CBRE CBRE GROUP INC Real Estate 21.0 $3K -29.0 -58.0% $135.48 +2.1%
169 ZTS ZOETIS INC Healthcare 24.0 $3K -24.0 -50.0% $118.21 -39.2%
170 PRU PRUDENTIAL FINL INC Financial Services 28.0 $3K -81.0 -74.3% $97.68 +13.7%
171 NOC NORTHROP GRUMMAN CORP Industrials 4.0 $3K -20.0 -83.3% $682.25 -23.8%
172 POWI POWER INTEGRATIONS INC Technology 53.0 $3K -492.0 -90.3% $51.21 +56.8%
173 MORN MORNINGSTAR INC Financial Services 16.0 $3K -8.0 -33.3% $169.06 -4.2%
174 PPG PPG INDS INC Basic Materials 25.0 $3K -61.0 -70.9% $106.88 +14.7%
175 AMP AMERIPRISE FINL INC Financial Services 6.0 $3K -2.0 -25.0% $444.33 +8.0%
176 PEP PEPSICO INC Consumer Defensive 17.0 $3K -483.0 -96.6% $155.29 -9.1%
177 AEP AMERICAN ELEC PWR CO INC Utilities 20.0 $3K -96.0 -82.8% $131.10 +3.0%
178 MCO MOODYS CORP Financial Services 6.0 $3K -15.0 -71.4% $436.33 +7.3%
179 SPG SIMON PPTY GROUP INC NEW Real Estate 14.0 $3K -12.0 -46.1% $186.50 +19.6%
180 PHM PULTE GROUP INC Consumer Cyclical 22.0 $3K -31.0 -58.5% $117.86 +12.5%
Page 9 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%