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Portfolio (Quarterly) Guide ↗

CBIZ Investment Advisory Services, LLC

· CIK 0001795934
13F Portfolio $2.6B AUM Filed Feb 9, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 769 New
Page 15 of 39  ·  769 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 GM GENERAL MTRS CO Consumer Cyclical 223.0 $18K 0.00% NEW $81.23 -8.6%
282 SO SOUTHERN CO Utilities 206.0 $18K 0.00% NEW $87.20 +6.7%
283 EXC EXELON CORP Utilities 408.0 $18K 0.00% NEW $43.55 +0.8%
284 DHI D R HORTON INC Consumer Cyclical 122.0 $18K 0.00% NEW $144.60 -5.0%
285 CRH PLC 140.0 $17K 0.00% NEW $124.80
286 HOOD ROBINHOOD MKTS INC Financial Services 154.0 $17K 0.00% NEW $113.10 -32.5%
287 CEG CONSTELLATION ENERGY CORP Utilities 49.0 $17K 0.00% NEW $353.27 -25.9%
288 DHS WISDOMTREE TR 167.0 $17K 0.00% NEW $101.82 +9.5%
289 IQVIA HLDGS INC 75.0 $17K 0.00% NEW $225.41
290 SNOW SNOWFLAKE INC Technology 77.0 $17K 0.00% NEW $219.36 -25.8%
291 INTC INTEL CORP Technology 455.0 $17K 0.00% NEW $36.90 +188.6%
292 CFG CITIZENS FINL GROUP INC Financial Services 287.0 $17K 0.00% NEW $58.41 +4.9%
293 USLM UNITED STS LIME & MINERALS I Basic Materials 140.0 $17K 0.00% NEW $119.74 -13.5%
294 TPB TURNING PT BRANDS INC Consumer Defensive 154.0 $17K 0.00% NEW $108.44 -17.9%
295 BX BLACKSTONE INC Financial Services 107.0 $16K 0.00% NEW $154.14 -24.1%
296 NXRT NEXPOINT RESIDENTIAL TR INC Real Estate 547.0 $16K 0.00% NEW $30.09 -5.2%
297 MCK MCKESSON CORP Healthcare 20.0 $16K 0.00% NEW $821.10 -5.7%
298 MPWR MONOLITHIC PWR SYS INC Technology 18.0 $16K 0.00% NEW $907.94 +64.1%
299 DVN DEVON ENERGY CORP NEW Energy 445.0 $16K 0.00% NEW $36.63 +36.0%
300 MMM 3M CO Industrials 99.0 $16K 0.00% NEW $160.27 -5.4%
Page 15 of 39  ·  769 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 80.5%
Industrials 12.6%
Technology 3.6%
Consumer Cyclical 0.8%
Communication Services 0.8%
Healthcare 0.7%
Consumer Defensive 0.4%
Energy 0.2%
Real Estate 0.1%
Basic Materials 0.1%