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 17 of 21  ·  415 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 NSC NORFOLK SOUTHN CORP Industrials 8.0 $2K -40.0 -83.3% $287.00 +11.1%
322 NDAQ NASDAQ INC Financial Services 27.0 $2K -7.0 -20.6% $84.89 -2.5%
323 CHE CHEMED CORP NEW Healthcare 6.0 $2K -61.0 -91.0% $377.67 +27.3%
324 ED CONSOLIDATED EDISON INC Utilities 20.0 $2K -165.0 -89.2% $113.20 -2.0%
325 GLPI GAMING & LEISURE P Real Estate 51.0 $2K $44.37 -1.5%
326 DE DEERE & CO Industrials 4.0 $2K -53.0 -93.0% $565.00 +11.1%
327 AYI ACUITY INC Industrials 8.0 $2K $280.25 +31.1%
328 CWEN CLEARWAY ENERGY INC Utilities 57.0 $2K $39.30 -14.7%
329 CRH PLC 21.0 $2K -119.0 -85.0% $105.52
330 QCOM QUALCOMM INC Technology 17.0 $2K -375.0 -95.7% $128.76 +41.3%
331 URI UNITED RENTALS INC Industrials 3.0 $2K -4.0 -57.1% $728.67 +52.6%
332 EPRT ESSENTIAL PPTYS RLTY TR INC Real Estate 70.0 $2K -173.0 -71.2% $30.67 -2.2%
333 WDAY WORKDAY INC Technology 16.0 $2K -54.0 -77.1% $129.94 -5.8%
334 DTE DTE ENERGY CO Utilities 14.0 $2K -43.0 -75.4% $147.36 +2.2%
335 AIG AMERICAN INTL GROUP INC Financial Services 27.0 $2K -517.0 -95.0% $75.26 +1.8%
336 POOL POOL CORP Industrials 10.0 $2K $202.30 +6.6%
337 APOS APOLLO GLOBAL MGMT INC Financial Services 18.0 $2K -24.0 -57.1% $111.44 -77.1%
338 PRLB PROTO LABS INC Industrials 35.0 $2K $57.03 +38.1%
339 WBD WARNER BROS DISCOVERY INC Communication Services 72.0 $2K -2K -96.2% $27.46 -2.9%
340 NEBIUS GROUP N.V. 19.0 $2K -114.0 -85.7% $103.74
Page 17 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%