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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 16 of 21  ·  415 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 PPG PPG INDS INC Basic Materials 25.0 $3K -61.0 -70.9% $106.88 +14.7%
302 AMP AMERIPRISE FINL INC Financial Services 6.0 $3K -2.0 -25.0% $444.33 +8.0%
303 PEP PEPSICO INC Consumer Defensive 17.0 $3K -483.0 -96.6% $155.29 -9.1%
304 AEP AMERICAN ELEC PWR CO INC Utilities 20.0 $3K -96.0 -82.8% $131.10 +3.0%
305 MCO MOODYS CORP Financial Services 6.0 $3K -15.0 -71.4% $436.33 +7.3%
306 SPG SIMON PPTY GROUP INC NEW Real Estate 14.0 $3K -12.0 -46.1% $186.50 +19.6%
307 REGCO REGENCY CTRS CORP Real Estate 34.0 $3K $76.41 -71.4%
308 PHM PULTE GROUP INC Consumer Cyclical 22.0 $3K -31.0 -58.5% $117.86 +12.5%
309 MWA MUELLER WTR PRODS INC Industrials 93.0 $3K $27.49 -8.7%
310 TFC TRUIST FINL CORP Financial Services 55.0 $3K -141.0 -71.9% $45.96 +10.7%
311 TROW PRICE T ROWE GROUP INC Financial Services 28.0 $3K -59.0 -67.8% $90.14 +28.8%
312 ROK ROCKWELL AUTOMATION INC Industrials 7.0 $3K -7.0 -50.0% $358.86 +34.5%
313 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 20.0 $3K $125.45 -21.9%
314 TT TRANE TECHNOLOGIES PLC Industrials 6.0 $2K -152.0 -96.2% $416.67 +16.3%
315 KMI KINDER MORGAN INC DEL Energy 73.0 $2K -79.0 -52.0% $33.53 -5.4%
316 AFL AFLAC INC Financial Services 22.0 $2K -57.0 -72.2% $109.73 +8.0%
317 NOW SERVICENOW INC Technology 23.0 $2K -137.0 -85.6% $104.57 +1.2%
318 IRM IRON MTN INC DEL Real Estate 23.0 $2K -37.0 -61.7% $103.00 +18.3%
319 LOW LOWES COS INC Consumer Cyclical 10.0 $2K -300.0 -96.8% $236.30 -6.1%
320 ITB ISHARES TR 26.0 $2K $90.23 +13.2%
Page 16 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%