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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 3 of 21  ·  415 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 CAT CATERPILLAR INC Industrials 405.0 $287K 0.01% -102.0 -20.1% $709.16 +39.8%
42 XLK SELECT SECTOR SPDR TR 2,052.0 $273K 0.01% -860.0 -29.5% $132.90 +39.7%
43 GOOGL ALPHABET INC Communication Services 945.0 $272K 0.01% -3K -77.8% $287.56 +25.6%
44 IEFA ISHARES TR 2,809.0 $254K 0.01% -4K -55.7% $90.53 +6.1%
45 VOO VANGUARD INDEX FDS 405.0 $242K 0.01% -141.0 -25.8% $596.97 +14.8%
46 VNQ VANGUARD INDEX FDS 2,367.0 $210K 0.01% $88.68 +9.2%
47 BAC BANK AMERICA CORP Financial Services 3,991.0 $195K 0.01% -2K -34.4% $48.75 +19.7%
48 VGT VANGUARD WORLD FD 245.0 $171K 0.01% $697.95 -83.2%
49 AMZN AMAZON COM INC Consumer Cyclical 799.0 $166K 0.01% -3K -81.3% $208.27 +16.1%
50 IUSV ISHARES TR 1,329.0 $136K 0.01% $102.25 +8.1%
51 AMUN ABRDN FDS 5,175.0 $135K 0.01% $26.08 -0.2%
52 CBZ CBIZ INC Industrials 4,710.0 $126K 0.01% $26.85 +27.6%
53 VDE VANGUARD WORLD FD 688.0 $119K 0.00% -10.0 -1.4% $173.15 -13.8%
54 CEG CONSTELLATION ENERGY CORP Utilities 422.0 $118K 0.00% +373.0 +761.2% $279.25 -15.3%
55 IAU ISHARES GOLD TR Financial Services 1,250.0 $110K 0.00% $88.16 -13.8%
56 VZ VERIZON COMMUNICATIONS INC Communication Services 2,187.0 $110K 0.00% -57.0 -2.5% $50.20 -15.7%
57 ABBV ABBVIE INC Healthcare 502.0 $109K 0.00% -629.0 -55.6% $217.49 +15.4%
58 GLD SPDR GOLD TR Financial Services 250.0 $108K 0.00% $430.29 -13.9%
59 ORCL ORACLE CORP Technology 711.0 $105K 0.00% -466.0 -39.6% $147.19 -3.2%
60 HD HOME DEPOT INC Consumer Cyclical 272.0 $89K 0.00% -239.0 -46.8% $328.89 +6.7%
Page 3 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%