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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 20 of 21  ·  415 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 4.0 $1K -81.0 -95.3% $292.75 +42.2%
382 TDG TRANSDIGM GROUP INC Industrials 1.0 $1K -29K -100.0% $1159.00 +13.0%
383 XJH ISHARES TR 25.0 $1K $45.36 +14.3%
384 WSFS WSFS FINL CORP Financial Services 16.0 $1K $66.94 +14.6%
385 CARR CARRIER GLOBAL CORPORATION Industrials 19.0 $1K -26.0 -57.8% $56.32 +28.0%
386 CI THE CIGNA GROUP Healthcare 4.0 $1K -5.0 -55.6% $266.75 +3.9%
387 FISV FISERV INC Technology 19.0 $1K -54.0 -74.0% $55.79 -9.1%
388 HOOD ROBINHOOD MKTS INC Financial Services 15.0 $1K -139.0 -90.3% $69.33 +56.7%
389 WY WEYERHAEUSER CO Real Estate 42.0 $1K -55.0 -56.7% $24.40 -1.9%
390 BA BOEING CO Industrials 5.0 $995.0 -106.0 -95.5% $199.00 +9.8%
391 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 12.0 $858.0 -8.0 -40.0% $71.50 -9.3%
392 KHC KRAFT HEINZ CO Consumer Defensive 35.0 $795.0 -490.0 -93.3% $22.71 +10.1%
393 XES SPDR SERIES TRUST 6.0 $733.0 $122.17 -11.6%
394 JPC NUVEEN PFD & INCOME OPPORTUN Financial Services 87.0 $656.0 $7.54 +4.0%
395 KRE SPDR SERIES TRUST 10.0 $652.0 $65.20 +16.8%
396 KBE SPDR SERIES TRUST 10.0 $596.0 $59.60 +16.4%
397 UNIT UNITI GROUP LLC Real Estate 57.0 $535.0 $9.39 +19.0%
398 MANU MANCHESTER UTD PLC NEW Communication Services 25.0 $421.0 $16.84 +36.6%
399 VTRS VIATRIS INC Healthcare 29.0 $392.0 -66.0 -69.5% $13.52 +17.5%
400 DOLE DOLE PLC Consumer Defensive 26.0 $376.0 $14.46 -5.1%
Page 20 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%