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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 5 of 39  ·  769 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 AMD ADVANCED MICRO DEVICES INC Technology 527.0 $113K 0.00% NEW $214.16 +98.0%
82 ITW ILLINOIS TOOL WKS INC Industrials 436.0 $108K 0.00% NEW $248.10 +1.1%
83 NFLX NETFLIX INC Communication Services 1,130.0 $106K 0.00% NEW $93.76 -7.3%
84 IAU ISHARES GOLD TR Financial Services 1,250.0 $101K 0.00% NEW $81.17 +5.3%
85 GILD GILEAD SCIENCES INC Healthcare 824.0 $101K 0.00% NEW $122.68 +7.6%
86 GLD SPDR GOLD TR Financial Services 250.0 $99K 0.00% NEW $396.31 +7.8%
87 PNC PNC FINL SVCS GROUP INC Financial Services 470.0 $98K 0.00% NEW $208.73 +2.3%
88 T AT&T INC Communication Services 3,905.0 $97K 0.00% NEW $24.84 -0.7%
89 UNH UNITEDHEALTH GROUP INC Healthcare 294.0 $97K 0.00% NEW $329.62 +21.1%
90 RSG REPUBLIC SVCS INC Industrials 445.0 $94K 0.00% NEW $211.93 -1.5%
91 GS GOLDMAN SACHS GROUP INC Financial Services 107.0 $94K 0.00% NEW $879.00 +10.2%
92 LMT LOCKHEED MARTIN CORP Industrials 189.0 $92K 0.00% NEW $484.59 +7.4%
93 VZ VERIZON COMMUNICATIONS INC Communication Services 2,244.0 $91K 0.00% NEW $40.73 +15.5%
94 PG PROCTER AND GAMBLE CO Consumer Defensive 638.0 $91K 0.00% NEW $143.24 -0.4%
95 MS MORGAN STANLEY Financial Services 502.0 $89K 0.00% NEW $177.53 +9.6%
96 VDE VANGUARD WORLD FD 698.0 $88K 0.00% NEW $125.85 +33.8%
97 BSCR INVESCO EXCH TRD SLF IDX FD 4,225.0 $83K 0.00% NEW $19.74 -0.4%
98 CSCO CISCO SYS INC Technology 1,075.0 $83K 0.00% NEW $77.03 +50.0%
99 BSCQ INVESCO EXCH TRD SLF IDX FD 4,222.0 $83K 0.00% NEW $19.58 +0.0%
100 XLF SELECT SECTOR SPDR TR 1,500.0 $82K 0.00% NEW $54.77 -6.6%
Page 5 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%