BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener Research
Sign in Register
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 13 of 21  ·  415 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 DPZ DOMINOS PIZZA INC Consumer Cyclical 12.0 $4K $358.75 -15.2%
242 TXN TEXAS INSTRS INC Technology 22.0 $4K -210.0 -90.5% $194.14 +53.7%
243 LQD ISHARES TR 39.0 $4K $109.26 -0.7%
244 AMGN AMGEN INC Healthcare 12.0 $4K -92.0 -88.5% $351.83 +2.7%
245 BKNG BOOKING HOLDINGS INC Consumer Cyclical 1.0 $4K -5.0 -83.3% $4210.00 -95.7%
246 IGLB ISHARES TR 84.0 $4K $49.90 -0.5%
247 OXY OCCIDENTAL PETE CORP Energy 64.0 $4K -318.0 -83.2% $65.27 -26.5%
248 ADI ANALOG DEVICES INC Technology 13.0 $4K -115.0 -89.8% $318.15 +22.3%
249 NRG NRG ENERGY INC Utilities 28.0 $4K $146.14 -3.7%
250 ALC ALCON AG Healthcare 54.0 $4K $75.35 -11.3%
251 TLT ISHARES TR 46.0 $4K $87.50 -2.3%
252 LIN LINDE PLC Basic Materials 8.0 $4K -19.0 -70.4% $495.75 +7.6%
253 SCHW SCHWAB CHARLES CORP Financial Services 42.0 $4K -466.0 -91.7% $93.98 +1.9%
254 GL GLOBE LIFE INC Financial Services 28.0 $4K $139.18 +29.4%
255 MDLZ MONDELEZ INTL INC Consumer Defensive 67.0 $4K -532.0 -88.8% $58.13 +2.1%
256 REGN REGENERON PHARMACEUTICALS Healthcare 5.0 $4K -12.0 -70.6% $772.60 -19.1%
257 USB US BANCORP Financial Services 73.0 $4K -14.0 -16.1% $52.53 +17.9%
258 HCA HCA HEALTHCARE INC Healthcare 8.0 $4K -3.0 -27.3% $473.25 -16.9%
259 TRNO TERRENO RLTY CORP Real Estate 61.0 $4K -482.0 -88.8% $61.93 +6.6%
260 UFPI UFP INDUSTRIES INC Basic Materials 41.0 $4K -182.0 -81.6% $92.12 -3.2%
Page 13 of 21  ·  415 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%