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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 15 of 21  ·  415 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 CHRD CHORD ENERGY CORPORATION Energy 23.0 $3K $142.17 -21.5%
282 PBI PITNEY BOWES INC Industrials 295.0 $3K $11.05 +58.9%
283 NEE NEXTERA ENERGY INC Utilities 35.0 $3K -490.0 -93.3% $92.89 -7.0%
284 IPAR INTERPARFUMS INC Consumer Defensive 35.0 $3K $90.83 +27.3%
285 CRWD CROWDSTRIKE HLDGS INC Technology 8.0 $3K $390.38 +97.9%
286 ANET ARISTA NETWORKS INC Technology 25.0 $3K -302.0 -92.3% $122.80 +35.7%
287 INTU INTUIT Technology 7.0 $3K -60.0 -89.5% $432.43 -38.2%
288 HWM HOWMET AEROSPACE INC Industrials 13.0 $3K -52.0 -80.0% $230.46 +16.0%
289 SO SOUTHERN CO Utilities 31.0 $3K -175.0 -85.0% $96.52 -1.4%
290 CB CHUBB LTD SWITZ Financial Services 9.0 $3K -73.0 -89.0% $326.89 +7.6%
291 BLK BLACKROCK INC Financial Services 3.0 $3K -35.0 -92.1% $961.67 +1.9%
292 WFC WELLS FARGO & CO Financial Services 36.0 $3K -550.0 -93.9% $79.61 +3.8%
293 CBRE CBRE GROUP INC Real Estate 21.0 $3K -29.0 -58.0% $135.48 +2.1%
294 LNG CHENIERE ENERGY INC Energy 10.0 $3K $283.80 -14.1%
295 ZTS ZOETIS INC Healthcare 24.0 $3K -24.0 -50.0% $118.21 -39.2%
296 POWR ISHARES INC 108.0 $3K +1.0 +0.9% $26.16 +4.3%
297 PRU PRUDENTIAL FINL INC Financial Services 28.0 $3K -81.0 -74.3% $97.68 +13.7%
298 NOC NORTHROP GRUMMAN CORP Industrials 4.0 $3K -20.0 -83.3% $682.25 -23.8%
299 POWI POWER INTEGRATIONS INC Technology 53.0 $3K -492.0 -90.3% $51.21 +56.8%
300 MORN MORNINGSTAR INC Financial Services 16.0 $3K -8.0 -33.3% $169.06 -4.2%
Page 15 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%