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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 2 of 39  ·  769 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 NVDA NVIDIA CORPORATION Technology 9,489.0 $1.8M 0.07% NEW $186.49 +26.4%
22 MSFT MICROSOFT CORP Technology 3,350.0 $1.6M 0.06% NEW $483.56 -15.3%
23 IWF ISHARES TR 3,353.0 $1.6M 0.06% NEW $473.30 -73.7%
24 GOOGL ALPHABET INC Communication Services 4,253.0 $1.3M 0.05% NEW $312.98 +28.1%
25 BERKSHIRE HATHAWAY INC DEL 2,273.0 $1.1M 0.04% NEW $502.65
26 VONV VANGUARD SCOTTSDALE FDS 11,753.0 $1.1M 0.04% NEW $92.30 +10.4%
27 JPM JPMORGAN CHASE & CO. Financial Services 3,366.0 $1.1M 0.04% NEW $322.23 -6.9%
28 AMZN AMAZON COM INC Consumer Cyclical 4,282.0 $988K 0.04% NEW $230.82 +14.4%
29 DVY ISHARES TR 6,682.0 $943K 0.04% NEW $141.14 +7.0%
30 AVGO BROADCOM INC Technology 2,557.0 $885K 0.03% NEW $346.04 +22.9%
31 SPY SPDR S&P 500 ETF TR Financial Services 1,054.0 $719K 0.03% NEW $682.45 +8.3%
32 LLY ELI LILLY & CO Healthcare 581.0 $625K 0.02% NEW $1075.17 -6.4%
33 IEFA ISHARES TR 6,339.0 $567K 0.02% NEW $89.46 +6.4%
34 IJR ISHARES TR 4,680.0 $562K 0.02% NEW $120.17 +11.4%
35 EFA ISHARES TR 5,556.0 $534K 0.02% NEW $96.04 +5.9%
36 TSLA TESLA INC Consumer Cyclical 1,185.0 $533K 0.02% NEW $449.72 -1.4%
37 WMT WALMART INC Consumer Defensive 4,744.0 $528K 0.02% NEW $111.40 +18.9%
38 SPYX SPDR SERIES TRUST 8,490.0 $477K 0.02% NEW $56.19 +7.5%
39 XLK SELECT SECTOR SPDR TR 2,912.0 $419K 0.02% NEW $143.97 +22.5%
40 GOOG ALPHABET INC Communication Services 1,198.0 $376K 0.01% NEW $313.80 +26.6%
Page 2 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%