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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 5 of 21  ·  415 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 VDC VANGUARD WORLD FD 256.0 $58K 0.00% $224.66 +0.6%
82 CVX CHEVRON CORPORATION Energy 277.0 $57K 0.00% -678.0 -71.0% $206.90 -19.9%
83 ESGV VANGUARD WORLD FD 504.0 $57K 0.00% $112.27 +17.8%
84 KMPR KEMPER CORP Financial Services 1,805.0 $55K 0.00% $30.56 -7.5%
85 BIL SPDR SERIES TRUST 599.0 $55K 0.00% $91.71 -0.3%
86 TSLA TESLA INC Consumer Cyclical 145.0 $54K 0.00% -1K -87.8% $371.75 +14.4%
87 VBR VANGUARD INDEX FDS 248.0 $54K 0.00% $217.25 +11.7%
88 SCHD SCHWAB STRATEGIC TR 1,754.0 $54K 0.00% $30.67 +3.8%
89 RTX RTX CORPORATION Industrials 276.0 $53K 0.00% -838.0 -75.2% $192.90 -0.6%
90 BGRN ISHARES TR 1,095.0 $52K 0.00% $47.47 -0.4%
91 KO COCA COLA CO Consumer Defensive 657.0 $50K 0.00% -1K -66.8% $76.23 +6.6%
92 IBM INTERNATIONAL BUSINESS MACHS Technology 204.0 $49K 0.00% -204.0 -50.0% $242.17 +18.2%
93 MO ALTRIA GROUP INC Consumer Defensive 740.0 $49K 0.00% -191.0 -20.5% $66.05 +8.3%
94 SPYD SPDR SERIES TRUST 1,055.0 $48K 0.00% $45.54 +5.2%
95 VBK VANGUARD INDEX FDS 156.0 $47K 0.00% $302.25 +19.9%
96 VIG VANGUARD SPECIALIZED FUNDS 208.0 $45K 0.00% $215.06 +10.0%
97 PG PROCTER & GAMBLE CO Consumer Defensive 307.0 $44K 0.00% -331.0 -51.9% $144.44 +2.1%
98 MAR MARRIOTT INTL INC NEW Consumer Cyclical 127.0 $42K 0.00% -32.0 -20.1% $327.07 +12.6%
99 JNJ JOHNSON & JOHNSON Healthcare 163.0 $40K 0.00% -511.0 -75.8% $244.44 +3.9%
100 HON HONEYWELL INTL INC Industrials 175.0 $40K 0.00% -551.0 -75.9% $226.03 -1.9%
Page 5 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%