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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 7 of 21  ·  415 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 PAA PLAINS ALL AMERN PIPELINE L Energy 1,021.0 $23K 0.00% $22.33 -0.4%
122 PM PHILIP MORRIS INTL INC Consumer Defensive 134.0 $22K 0.00% -233.0 -63.5% $165.45 +7.4%
123 PLTR PALANTIR TECHNOLOGIES INC Technology 143.0 $21K 0.00% -515.0 -78.3% $146.28 -14.0%
124 IWY ISHARES TR 80.0 $20K 0.00% $250.07 +15.1%
125 GE GE AEROSPACE Industrials 69.0 $20K 0.00% -188.0 -73.2% $283.12 +32.4%
126 GEV GE VERNOVA INC Utilities 22.0 $19K 0.00% -59.0 -72.8% $873.18 +29.9%
127 IBB ISHARES TR 114.0 $19K 0.00% $168.39 +12.9%
128 VT VANGUARD INTL EQUITY INDEX F 135.0 $19K 0.00% +39.0 +40.6% $138.74 +12.5%
129 DHS WISDOMTREE TR 167.0 $18K 0.00% $109.22 +4.3%
130 ONEQ FIDELITY COMWLTH TR 213.0 $18K 0.00% $84.76 +21.0%
131 CMCSA COMCAST CORP NEW Communication Services 618.0 $18K 0.00% -1K -69.5% $28.72 -17.4%
132 GIS GENERAL MILLS INC Consumer Defensive 444.0 $17K 0.00% -703.0 -61.3% $37.22 +1.5%
133 ET ENERGY TRANSFER L P Energy 810.0 $16K 0.00% $19.30 -1.3%
134 PYLD PIMCO ETF TR 594.0 $16K 0.00% +7.0 +1.2% $26.20 +0.5%
135 D DOMINION ENERGY INC Utilities 250.0 $15K 0.00% -182.0 -42.1% $61.82 +9.7%
136 UCON FIRST TR EXCHNG TRADED FD VI 619.0 $15K 0.00% +5.0 +0.8% $24.77 +0.4%
137 SDVY FIRST TR EXCHANGE TRADED FD 380.0 $15K 0.00% $39.41 +9.5%
138 DGRO ISHARES TR 208.0 $15K 0.00% $70.19 +8.4%
139 CTVA CORTEVA INC Basic Materials 168.0 $14K 0.00% -36.0 -17.6% $83.71 -0.2%
140 MMM 3M CO Industrials 96.0 $14K 0.00% -3.0 -3.0% $145.39 +10.0%
Page 7 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%