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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 7 of 39  ·  769 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 CMCSA COMCAST CORP NEW Communication Services 2,029.0 $61K 0.00% NEW $29.89 -17.2%
122 PM PHILIP MORRIS INTL INC Consumer Defensive 367.0 $59K 0.00% NEW $161.35 +18.9%
123 VLO VALERO ENERGY CORP Energy 345.0 $56K 0.00% NEW $162.76 +50.4%
124 TJX TJX COS INC NEW Consumer Cyclical 361.0 $55K 0.00% NEW $153.61 -4.1%
125 ABT ABBOTT LABS Healthcare 439.0 $55K 0.00% NEW $125.37 -32.6%
126 BIL SPDR SERIES TRUST 599.0 $55K 0.00% NEW $91.45 +0.1%
127 COF CAPITAL ONE FINL CORP Financial Services 226.0 $55K 0.00% NEW $242.36 -23.3%
128 WFC WELLS FARGO CO NEW Financial Services 586.0 $55K 0.00% NEW $93.20 -20.8%
129 MU MICRON TECHNOLOGY INC Technology 191.0 $55K 0.00% NEW $285.61 +171.7%
130 WBD WARNER BROS DISCOVERY INC Communication Services 1,886.0 $54K 0.00% NEW $28.82 -5.9%
131 VDC VANGUARD WORLD FD 256.0 $54K 0.00% NEW $211.31 +9.4%
132 MO ALTRIA GROUP INC Consumer Defensive 931.0 $54K 0.00% NEW $57.93 +25.0%
133 GIS GENERAL MLS INC Consumer Defensive 1,147.0 $53K 0.00% NEW $46.50 -28.8%
134 CSX CSX CORP Industrials 1,469.0 $53K 0.00% NEW $36.25 +26.7%
135 GEV GE VERNOVA INC Utilities 81.0 $53K 0.00% NEW $653.57 +66.9%
136 CRM SALESFORCE INC Technology 199.0 $53K 0.00% NEW $265.33 -36.8%
137 VBR VANGUARD INDEX FDS 248.0 $53K 0.00% NEW $211.79 +7.3%
138 BGRN ISHARES TR 1,095.0 $52K 0.00% NEW $47.94 -1.6%
139 UBER UBER TECHNOLOGIES INC Technology 634.0 $52K 0.00% NEW $81.71 -8.6%
140 SPGI S&P GLOBAL INC Financial Services 98.0 $51K 0.00% NEW $522.93 -22.8%
Page 7 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%