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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 9 of 21  ·  415 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 TJX TJX COS INC NEW Consumer Cyclical 67.0 $11K -294.0 -81.4% $159.70 -5.2%
162 EXC EXELON CORP Utilities 218.0 $11K -190.0 -46.6% $49.02 -5.6%
163 ISRG INTUITIVE SURGICAL INC Healthcare 23.0 $11K -108.0 -82.4% $461.00 -12.7%
164 AMD ADVANCED MICRO DEVICES INC Technology 50.0 $10K -477.0 -90.5% $203.44 +165.9%
165 TMO THERMO FISHER SCIENTIFIC INC Healthcare 19.0 $9K -99.0 -83.9% $492.00 +4.3%
166 ASML ASML HLDG NV Technology 7.0 $9K $1320.86 +39.5%
167 IVT INVENTRUST PPTYS CORP Real Estate 293.0 $9K $30.71 +13.7%
168 SLYG SPDR SERIES TRUST 93.0 $9K $96.62 +22.3%
169 EQIX EQUINIX INC Real Estate 9.0 $9K -24.0 -72.7% $980.22 +3.4%
170 GWW WW GRAINGER INC Industrials 8.0 $9K -1.0 -11.1% $1090.75 +22.7%
171 PANW PALO ALTO NETWORKS INC Technology 54.0 $9K -141.0 -72.3% $160.31 +119.6%
172 UBER UBER TECHNOLOGIES INC Technology 120.0 $9K -514.0 -81.1% $71.93 +1.0%
173 PFE PFIZER INC Healthcare 303.0 $9K -1K -81.5% $28.12 -15.1%
174 LMAT LEMAITRE VASCULAR INC Healthcare 78.0 $9K -417.0 -84.2% $109.17 -9.6%
175 COP CONOCOPHILLIPS Energy 64.0 $8K -81.0 -55.9% $132.00 -21.8%
176 ALSN ALLISON TRANSMISSION HLDGS I Consumer Cyclical 72.0 $8K $117.06 +0.3%
177 SXI STANDEX INTL CORP Industrials 32.0 $8K -100.0 -75.8% $254.88 +36.7%
178 SLV ISHARES SILVER TR Financial Services 117.0 $8K $68.14 -21.4%
179 SYK STRYKER CORPORATION Healthcare 24.0 $8K -93.0 -79.5% $329.46 -4.9%
180 MRSH MARSH & MCLENNAN COS INC Financial Services 45.0 $8K -156.0 -77.6% $173.44 -0.8%
Page 9 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%