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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 21 of 39  ·  769 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 TROW PRICE T ROWE GROUP INC Financial Services 87.0 $9K NEW $102.38 -1.3%
402 FSLR FIRST SOLAR INC Energy 34.0 $9K NEW $261.24 -13.0%
403 HUBB HUBBELL INC Industrials 20.0 $9K NEW $444.10 +4.5%
404 CVNA CARVANA CO Consumer Cyclical 21.0 $9K NEW $422.00 -84.7%
405 PPG PPG INDS INC Basic Materials 86.0 $9K NEW $102.47 -2.1%
406 SLYG SPDR SERIES TRUST 93.0 $9K NEW $94.19 +11.7%
407 RBLX ROBLOX CORP Technology 108.0 $9K NEW $81.03 -43.3%
408 OTIS OTIS WORLDWIDE CORP Industrials 100.0 $9K NEW $87.35 -19.9%
409 AFL AFLAC INC Financial Services 79.0 $9K NEW $110.27 +7.4%
410 WMB WILLIAMS COS INC Energy 144.0 $9K NEW $60.11 +28.5%
411 MDB MONGODB INC Technology 20.0 $8K NEW $419.70 -19.3%
412 MTD METTLER TOLEDO INTERNATIONAL Healthcare 6.0 $8K NEW $1394.17 -23.1%
413 AWK AMERICAN WTR WKS CO INC NEW Utilities 64.0 $8K NEW $130.50 -4.3%
414 IVT INVENTRUST PPTYS CORP Real Estate 293.0 $8K NEW $28.45 +12.2%
415 DDOG DATADOG INC Technology 61.0 $8K NEW $135.98 +53.2%
416 BR BROADRIDGE FINL SOLUTIONS IN Technology 37.0 $8K NEW $224.14 -33.2%
417 AGO ASSURED GUARANTY LTD Financial Services 92.0 $8K NEW $89.87 -13.9%
418 INGERSOLL RAND INC 104.0 $8K NEW $79.22
419 DASH DOORDASH INC Communication Services 36.0 $8K NEW $226.47 -29.3%
420 FNF FIDELITY NATIONAL FINANCIAL Financial Services 148.0 $8K NEW $54.59 -10.7%
Page 21 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%