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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 35 of 39  ·  769 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
681 OKE ONEOK INC NEW Energy 20.0 $1K NEW $73.50 +23.9%
682 OC OWENS CORNING NEW Industrials 13.0 $1K NEW $111.92 +8.2%
683 OWL BLUE OWL CAPITAL INC Financial Services 97.0 $1K NEW $14.94 -34.3%
684 VICI VICI PPTYS INC Real Estate 51.0 $1K NEW $28.12 -0.8%
685 XRAY DENTSPLY SIRONA INC Healthcare 122.0 $1K NEW $11.59 -10.2%
686 EIG EMPLOYERS HLDGS INC Financial Services 32.0 $1K NEW $43.16 -3.9%
687 SMCI SUPER MICRO COMPUTER INC Technology 47.0 $1K NEW $29.28 +12.8%
688 HUN HUNTSMAN CORP Basic Materials 137.0 $1K NEW $10.00 +43.1%
689 DNP DNP SELECT INCOME FD INC Financial Services 137.0 $1K NEW $9.99 +6.6%
690 TGT TARGET CORP Consumer Defensive 14.0 $1K NEW $97.79 +25.9%
691 XYL XYLEM INC Industrials 10.0 $1K NEW $136.20 -19.6%
692 COIN COINBASE GLOBAL INC Financial Services 6.0 $1K NEW $226.17 -6.3%
693 HBAN HUNTINGTON BANCSHARES INC Financial Services 75.0 $1K NEW $17.51 -11.4%
694 BUD ANHEUSER BUSCH INBEV SA/NV Consumer Defensive 20.0 $1K NEW $65.25 +23.7%
695 SNDR SCHNEIDER NATIONAL INC Industrials 49.0 $1K NEW $26.63 +24.7%
696 KRNT KORNIT DIGITAL LTD Industrials 90.0 $1K NEW $14.38 +10.1%
697 EINC VANECK ETF TRUST 13.0 $1K NEW $96.46 +27.8%
698 SLGN SILGAN HLDGS INC Consumer Cyclical 31.0 $1K NEW $40.35 -4.4%
699 NTRS NORTHERN TR CORP Financial Services 9.0 $1K NEW $137.44 +19.5%
700 PFG PRINCIPAL FINANCIAL GROUP IN Financial Services 14.0 $1K NEW $88.21 +14.2%
Page 35 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%