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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 39 of 39  ·  769 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
761 ENB ENBRIDGE INC Energy 2.0 $113.0 NEW $56.50 -0.5%
762 WESTPORT FUEL SYSTEMS INC 45.0 $71.0 NEW $1.58
763 EMN EASTMAN CHEM CO Basic Materials 1.0 $33.0 NEW $33.00 +119.6%
764 VMBS VANGUARD SCOTTSDALE FDS 1.0 $26.0 NEW $26.00 +78.2%
765 CDW CDW CORP Technology $11.0 NEW
766 BODI THE BEACHBODY COMPANY INC Communication Services 1.0 $10.0 NEW $10.00 +13.1%
767 STWD STARWOOD PPTY TR INC Real Estate $9.0 NEW
768 ARCC ARES CAPITAL CORP Financial Services $5.0 NEW
769 SHY ISHARES TR $5.0 NEW
Page 39 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%