CBIZ Investment Advisory Services
Latest statistics and disclosures from CBIZ Investment Advisory Services's latest quarterly 13F-HR filing:
- Top 5 stock holdings are BND, VUG, VTV, VEU, QQQ, and represent 77.73% of CBIZ Investment Advisory Services's stock portfolio.
- Added to shares of these 10 stocks: BND (+$29M), RSP (+$8.3M), VTV (+$6.3M), VEU, VO, HYG, VCIT, AAPL, VTI, SPY.
- Started 134 new stock positions in ALG, VCR, CCC, AAL, SFBS, NEOG, FRPT, OGN, CNMD, DOX.
- Reduced shares in these 10 stocks: LQD, BSCP, IVV, JPM, EMXC, BSV, META, EFA, ETN, DE.
- Sold out of its positions in ARE, TEAM, AZO, BALL, BAX, BF.B, CBOE, CBT, DXCM, ECL.
- CBIZ Investment Advisory Services was a net buyer of stock by $60M.
- CBIZ Investment Advisory Services has $2.6B in assets under management (AUM), dropping by 3.50%.
- Central Index Key (CIK): 0001795934
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Portfolio Holdings for CBIZ Investment Advisory Services
CBIZ Investment Advisory Services holds 769 positions in its portfolio as reported in the December 2025 quarterly 13F filing
CBIZ Investment Advisory Services has 769 total positions. Only the first 250 positions are shown.
- Sign up to view all of the CBIZ Investment Advisory Services Dec. 31, 2025 positions
- Download the CBIZ Investment Advisory Services December 2025 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 22.4 | $593M | +5% | 8.0M | 74.07 |
|
| Vanguard Index Fds Growth Etf (VUG) | 15.3 | $404M | 828k | 487.86 |
|
|
| Vanguard Index Fds Value Etf (VTV) | 15.2 | $403M | 2.1M | 190.99 |
|
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 15.0 | $396M | 5.4M | 73.56 |
|
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 9.8 | $259M | 421k | 614.44 |
|
|
| Vanguard Index Fds Mid Cap Etf (VO) | 6.8 | $180M | 630k | 286.09 |
|
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 4.0 | $106M | 2.0M | 53.76 |
|
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 1.9 | $49M | +20% | 257k | 191.17 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 1.5 | $41M | 60k | 684.95 |
|
|
| TransDigm Group Incorporated (TDG) | 1.5 | $39M | 29k | 1329.85 |
|
|
| Vanguard Index Fds Small Cp Etf (VB) | 1.3 | $34M | 133k | 257.95 |
|
|
| Ishares Tr Iboxx Hi Yd Etf (HYG) | 1.2 | $33M | +6% | 410k | 80.63 |
|
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 1.2 | $31M | +5% | 371k | 83.75 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.4 | $11M | 174k | 62.47 |
|
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.3 | $7.6M | +12% | 23k | 335.27 |
|
| Vanguard Scottsdale Fds Vng Rus1000idx (VONE) | 0.2 | $5.9M | +8% | 19k | 309.04 |
|
| Apple (AAPL) | 0.2 | $4.9M | +24% | 18k | 271.86 |
|
| Ishares Msci Emrg Chn (EMXC) | 0.1 | $3.7M | -3% | 50k | 72.68 |
|
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.1 | $2.8M | 16k | 177.37 |
|
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $2.2M | +4% | 34k | 66.00 |
|
| NVIDIA Corporation (NVDA) | 0.1 | $1.8M | 9.5k | 186.49 |
|
|
| Microsoft Corporation (MSFT) | 0.1 | $1.6M | +41% | 3.4k | 483.56 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $1.6M | +55% | 3.4k | 473.30 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.1 | $1.3M | +23% | 4.3k | 312.98 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.0 | $1.1M | +10% | 2.3k | 502.65 |
|
| Vanguard Scottsdale Fds Vng Rus1000val (VONV) | 0.0 | $1.1M | 12k | 92.30 |
|
|
| JPMorgan Chase & Co. (JPM) | 0.0 | $1.1M | -11% | 3.4k | 322.23 |
|
| Amazon (AMZN) | 0.0 | $988k | +2% | 4.3k | 230.82 |
|
| Ishares Tr Select Divid Etf (DVY) | 0.0 | $943k | 6.7k | 141.14 |
|
|
| Broadcom (AVGO) | 0.0 | $885k | +16% | 2.6k | 346.04 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.0 | $719k | +675% | 1.1k | 682.45 |
|
| Eli Lilly & Co. (LLY) | 0.0 | $625k | +11% | 581.00 | 1075.17 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.0 | $567k | 6.3k | 89.46 |
|
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $562k | +2% | 4.7k | 120.17 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $534k | -10% | 5.6k | 96.04 |
|
| Tesla Motors (TSLA) | 0.0 | $533k | +3% | 1.2k | 449.72 |
|
| Wal-Mart Stores (WMT) | 0.0 | $529k | +33% | 4.7k | 111.40 |
|
| Spdr Series Trust State Street Spd (SPYX) | 0.0 | $477k | 8.5k | 56.19 |
|
|
| Select Sector Spdr Tr State Street Tec (XLK) | 0.0 | $419k | +577% | 2.9k | 143.97 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.0 | $376k | +364% | 1.2k | 313.80 |
|
| Spdr Series Trust State Street Spd (SDY) | 0.0 | $362k | +31% | 2.6k | 139.16 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.0 | $342k | 546.00 | 626.68 |
|
|
| Bank of America Corporation (BAC) | 0.0 | $335k | +17% | 6.1k | 55.01 |
|
| Parke Ban (PKBK) | 0.0 | $315k | 13k | 25.04 |
|
|
| Caterpillar (CAT) | 0.0 | $291k | +373% | 507.00 | 573.33 |
|
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.0 | $287k | -30% | 3.6k | 78.80 |
|
| Cibc Cad (CM) | 0.0 | $278k | 3.1k | 90.61 |
|
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| Abbvie (ABBV) | 0.0 | $258k | +10% | 1.1k | 228.42 |
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| Meta Platforms Cl A (META) | 0.0 | $239k | -20% | 362.00 | 660.40 |
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| Cbiz (CBZ) | 0.0 | $238k | +6% | 4.7k | 50.45 |
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| Oracle Corporation (ORCL) | 0.0 | $230k | +98% | 1.2k | 194.95 |
|
| Adobe Systems Incorporated (ADBE) | 0.0 | $216k | +2% | 617.00 | 349.99 |
|
| Lam Research Corp Com New (LRCX) | 0.0 | $215k | +6% | 1.3k | 171.42 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.0 | $209k | -13% | 2.4k | 88.51 |
|
| Raytheon Technologies Corp (RTX) | 0.0 | $204k | +23% | 1.1k | 183.39 |
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| Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) | 0.0 | $193k | 4.1k | 46.92 |
|
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| Eaton Corp SHS (ETN) | 0.0 | $191k | -18% | 599.00 | 318.37 |
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| Ishares Tr Msci Eafe Min Vl (EFAV) | 0.0 | $190k | NEW | 2.2k | 86.25 |
|
| Boston Scientific Corporation (BSX) | 0.0 | $190k | +3% | 2.0k | 95.35 |
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| Vanguard World Inf Tech Etf (VGT) | 0.0 | $185k | +16% | 245.00 | 754.02 |
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| Mastercard Incorporated Cl A (MA) | 0.0 | $183k | -3% | 320.00 | 570.23 |
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| Home Depot (HD) | 0.0 | $176k | +46% | 511.00 | 343.92 |
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| Exxon Mobil Corporation (XOM) | 0.0 | $150k | +22% | 1.2k | 120.39 |
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| Costco Wholesale Corporation (COST) | 0.0 | $147k | 171.00 | 861.49 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.0 | $147k | 5.5k | 26.91 |
|
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| Chevron Corporation (CVX) | 0.0 | $146k | +6% | 955.00 | 152.34 |
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| Honeywell International (HON) | 0.0 | $142k | +38% | 726.00 | 195.07 |
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| Johnson & Johnson (JNJ) | 0.0 | $139k | 674.00 | 206.82 |
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| Coca-Cola Company (KO) | 0.0 | $138k | +32% | 2.0k | 69.90 |
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| Amphenol Corp Cl A (APH) | 0.0 | $137k | 1.0k | 135.41 |
|
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| Ishares Tr Core S&p Us Vlu (IUSV) | 0.0 | $136k | +8% | 1.3k | 102.54 |
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| Abrdn Fds Ultra Short Muni | 0.0 | $134k | NEW | 5.2k | 26.06 |
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.0 | $131k | +24% | 1.7k | 75.44 |
|
| Kla Corp Com New (KLAC) | 0.0 | $128k | +11% | 105.00 | 1218.44 |
|
| Walt Disney Company (DIS) | 0.0 | $127k | -3% | 1.1k | 114.45 |
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| Visa Com Cl A (V) | 0.0 | $124k | -11% | 354.00 | 350.94 |
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| International Business Machines (IBM) | 0.0 | $121k | +42% | 408.00 | 296.07 |
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| Schwab Strategic Tr Fundamental Us L (FNDX) | 0.0 | $119k | 4.4k | 27.21 |
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| Palantir Technologies Cl A (PLTR) | 0.0 | $117k | 658.00 | 177.75 |
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| McDonald's Corporation (MCD) | 0.0 | $116k | 379.00 | 305.60 |
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| Advanced Micro Devices (AMD) | 0.0 | $113k | +6% | 527.00 | 214.16 |
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| Illinois Tool Works (ITW) | 0.0 | $108k | 436.00 | 248.10 |
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| Netflix (NFLX) | 0.0 | $106k | +874% | 1.1k | 93.76 |
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| Ishares Gold Tr Ishares New (IAU) | 0.0 | $102k | NEW | 1.3k | 81.17 |
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| Gilead Sciences (GILD) | 0.0 | $101k | +274% | 824.00 | 122.68 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $99k | 250.00 | 396.31 |
|
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| PNC Financial Services (PNC) | 0.0 | $98k | +188% | 470.00 | 208.73 |
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| At&t (T) | 0.0 | $97k | 3.9k | 24.84 |
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| UnitedHealth (UNH) | 0.0 | $97k | -2% | 294.00 | 329.62 |
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| Republic Services (RSG) | 0.0 | $94k | +11% | 445.00 | 211.93 |
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| Goldman Sachs (GS) | 0.0 | $94k | 107.00 | 879.00 |
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| Lockheed Martin Corporation (LMT) | 0.0 | $92k | +25% | 189.00 | 484.59 |
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| Verizon Communications (VZ) | 0.0 | $91k | -19% | 2.2k | 40.73 |
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| Procter & Gamble Company (PG) | 0.0 | $91k | +52% | 638.00 | 143.24 |
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| Morgan Stanley Com New (MS) | 0.0 | $89k | +12% | 502.00 | 177.53 |
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| Vanguard World Energy Etf (VDE) | 0.0 | $88k | 698.00 | 125.85 |
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| Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) | 0.0 | $83k | 4.2k | 19.74 |
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| Cisco Systems (CSCO) | 0.0 | $83k | +54% | 1.1k | 77.03 |
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| Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) | 0.0 | $83k | 4.2k | 19.58 |
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| Select Sector Spdr Tr State Street Fin (XLF) | 0.0 | $82k | NEW | 1.5k | 54.77 |
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| Invesco Exchange Traded Fd T Rafi Us 1500 (PRFZ) | 0.0 | $82k | 1.8k | 45.89 |
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| Citigroup Com New (C) | 0.0 | $81k | 697.00 | 116.69 |
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| Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS) | 0.0 | $81k | 3.9k | 20.60 |
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| Ge Aerospace Com New (GE) | 0.0 | $79k | +17% | 257.00 | 308.03 |
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| Schwab Strategic Tr Fundamental Us S (FNDA) | 0.0 | $79k | 2.5k | 31.51 |
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| Vanguard Malvern Fds Strm Infproidx (VTIP) | 0.0 | $77k | 1.6k | 49.46 |
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| Lowe's Companies (LOW) | 0.0 | $75k | +19% | 310.00 | 240.97 |
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| Travelers Companies (TRV) | 0.0 | $75k | +350% | 257.00 | 290.06 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.0 | $74k | 500.00 | 148.69 |
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| Intuitive Surgical Com New (ISRG) | 0.0 | $74k | +36% | 131.00 | 566.36 |
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| Kemper Corp Del (KMPR) | 0.0 | $73k | 1.8k | 40.54 |
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| Pepsi (PEP) | 0.0 | $73k | +12% | 500.00 | 144.95 |
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| Ensign (ENSG) | 0.0 | $72k | +18% | 412.00 | 174.45 |
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| Metropcs Communications (TMUS) | 0.0 | $70k | +19% | 345.00 | 202.93 |
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| Thermo Fisher Scientific (TMO) | 0.0 | $68k | 118.00 | 579.94 |
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| Qualcomm (QCOM) | 0.0 | $67k | +3% | 392.00 | 171.03 |
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| Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR) | 0.0 | $67k | 990.00 | 67.64 |
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| Merck & Co (MRK) | 0.0 | $66k | +12% | 620.00 | 106.05 |
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| Trane Technologies SHS (TT) | 0.0 | $62k | +13% | 158.00 | 389.25 |
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| Vanguard World Esg Us Stk Etf (ESGV) | 0.0 | $61k | 503.00 | 120.96 |
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| Comcast Corp Cl A (CMCSA) | 0.0 | $61k | +149% | 2.0k | 29.89 |
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| Philip Morris International (PM) | 0.0 | $59k | +44% | 367.00 | 161.35 |
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| Valero Energy Corporation (VLO) | 0.0 | $56k | +9% | 345.00 | 162.76 |
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| TJX Companies (TJX) | 0.0 | $56k | +39% | 361.00 | 153.61 |
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| Abbott Laboratories (ABT) | 0.0 | $55k | -13% | 439.00 | 125.37 |
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| Spdr Series Trust State Street Spd (BIL) | 0.0 | $55k | 599.00 | 91.45 |
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| Capital One Financial (COF) | 0.0 | $55k | +2% | 226.00 | 242.36 |
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| Wells Fargo & Company (WFC) | 0.0 | $55k | +67% | 586.00 | 93.20 |
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| Micron Technology (MU) | 0.0 | $55k | +81% | 191.00 | 285.61 |
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| Warner Bros Discovery Com Ser A (WBD) | 0.0 | $54k | 1.9k | 28.82 |
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| Vanguard World Consum Stp Etf (VDC) | 0.0 | $54k | 256.00 | 211.31 |
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| Altria (MO) | 0.0 | $54k | -4% | 931.00 | 57.93 |
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| General Mills (GIS) | 0.0 | $53k | +63% | 1.1k | 46.50 |
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| CSX Corporation (CSX) | 0.0 | $53k | 1.5k | 36.25 |
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| Ge Vernova (GEV) | 0.0 | $53k | -2% | 81.00 | 653.57 |
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| salesforce (CRM) | 0.0 | $53k | +35% | 199.00 | 265.33 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.0 | $53k | 248.00 | 211.79 |
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| Ishares Tr Usd Grn Bond Etf (BGRN) | 0.0 | $53k | 1.1k | 47.94 |
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| Uber Technologies (UBER) | 0.0 | $52k | +3% | 634.00 | 81.71 |
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| S&p Global (SPGI) | 0.0 | $51k | -10% | 98.00 | 522.93 |
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| Charles Schwab Corporation (SCHW) | 0.0 | $51k | 508.00 | 99.84 |
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| Phillips 66 (PSX) | 0.0 | $50k | +4166% | 384.00 | 129.04 |
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| Marriott Intl Cl A (MAR) | 0.0 | $49k | 159.00 | 310.24 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $48k | +317% | 1.8k | 27.43 |
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| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.0 | $47k | 156.00 | 302.11 |
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| Sherwin-Williams Company (SHW) | 0.0 | $47k | +4% | 145.00 | 324.03 |
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| Cummins (CMI) | 0.0 | $47k | +15% | 92.00 | 510.45 |
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| American Intl Group Com New (AIG) | 0.0 | $47k | 544.00 | 85.59 |
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| Encompass Health Corp (EHC) | 0.0 | $46k | 436.00 | 106.16 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $46k | 208.00 | 219.78 |
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| Spdr Series Trust State Street Spd (SPYD) | 0.0 | $46k | 1.1k | 43.27 |
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.0 | $45k | 1.6k | 28.48 |
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| Hamilton Lane Cl A (HLNE) | 0.0 | $45k | +16% | 331.00 | 134.88 |
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| Intuit (INTU) | 0.0 | $44k | -11% | 67.00 | 662.42 |
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| Parker-Hannifin Corporation (PH) | 0.0 | $44k | +47% | 50.00 | 878.96 |
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| Napco Security Systems (NSSC) | 0.0 | $44k | 1.0k | 41.83 |
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| Arista Networks Com Shs (ANET) | 0.0 | $43k | 327.00 | 131.03 |
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| American Express Company (AXP) | 0.0 | $42k | +10% | 114.00 | 369.95 |
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| Valmont Industries (VMI) | 0.0 | $42k | 105.00 | 401.43 |
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| Nextera Energy (NEE) | 0.0 | $42k | +22% | 525.00 | 80.26 |
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| Stryker Corporation (SYK) | 0.0 | $41k | -27% | 117.00 | 352.74 |
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| CVS Caremark Corporation (CVS) | 0.0 | $41k | +333% | 520.00 | 79.36 |
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| Pfizer (PFE) | 0.0 | $41k | +7% | 1.6k | 24.91 |
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| Blackrock (BLK) | 0.0 | $41k | +18% | 38.00 | 1070.34 |
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| Texas Instruments Incorporated (TXN) | 0.0 | $40k | -29% | 232.00 | 173.55 |
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| LeMaitre Vascular (LMAT) | 0.0 | $40k | 495.00 | 81.11 |
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| Welltower Inc Com reit (WELL) | 0.0 | $40k | -4% | 216.00 | 185.61 |
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| Arthur J. Gallagher & Co. (AJG) | 0.0 | $40k | +30% | 155.00 | 258.05 |
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| Littelfuse (LFUS) | 0.0 | $40k | +14% | 157.00 | 252.97 |
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| Select Sector Spdr Tr State Street Ene (XLE) | 0.0 | $39k | +100% | 868.00 | 44.71 |
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| Cme (CME) | 0.0 | $39k | +16% | 142.00 | 272.33 |
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| Nexstar Media Group Common Stock (NXST) | 0.0 | $38k | 189.00 | 203.25 |
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| Public Service Enterprise (PEG) | 0.0 | $38k | 478.00 | 80.32 |
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| Emerson Electric (EMR) | 0.0 | $38k | +2% | 285.00 | 132.80 |
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| Travel Leisure Ord (TNL) | 0.0 | $38k | 536.00 | 70.56 |
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| Te Connectivity Ord Shs (TEL) | 0.0 | $38k | 166.00 | 227.51 |
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| Houlihan Lokey Cl A (HLI) | 0.0 | $38k | 215.00 | 174.19 |
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| Marsh & McLennan Companies | 0.0 | $37k | +168% | 201.00 | 185.52 |
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| Home BancShares (HOMB) | 0.0 | $37k | 1.3k | 27.78 |
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| Federal Agric Mtg Corp CL C (AGM) | 0.0 | $37k | +17% | 210.00 | 175.56 |
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| Tetra Tech (TTEK) | 0.0 | $37k | 1.1k | 33.54 |
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| PriceSmart (PSMT) | 0.0 | $36k | 294.00 | 122.85 |
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| Palo Alto Networks (PANW) | 0.0 | $36k | +10% | 195.00 | 184.20 |
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| Brunswick Corporation (BC) | 0.0 | $36k | +20% | 480.00 | 74.25 |
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| Applovin Corp Com Cl A (APP) | 0.0 | $35k | +13% | 52.00 | 673.83 |
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| WESCO International (WCC) | 0.0 | $35k | 143.00 | 244.10 |
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| Analog Devices (ADI) | 0.0 | $35k | +56% | 128.00 | 271.20 |
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| Martin Marietta Materials (MLM) | 0.0 | $34k | 55.00 | 623.58 |
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| Amgen (AMGN) | 0.0 | $34k | +31% | 104.00 | 327.31 |
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| Wingstop (WING) | 0.0 | $34k | 142.00 | 238.94 |
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| Toronto Dominion Bk Ont Com New (TD) | 0.0 | $34k | NEW | 360.00 | 94.20 |
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| American Tower Reit (AMT) | 0.0 | $33k | -14% | 188.00 | 177.13 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $33k | +24% | 122.00 | 268.43 |
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| Mondelez Intl Cl A (MDLZ) | 0.0 | $33k | +21% | 599.00 | 54.36 |
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| Clear Secure Com Cl A (YOU) | 0.0 | $33k | 925.00 | 35.09 |
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| Prologis (PLD) | 0.0 | $32k | +11% | 254.00 | 127.76 |
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| Vanguard World Utilities Etf (VPU) | 0.0 | $32k | -49% | 175.00 | 185.32 |
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| Terreno Realty Corporation (TRNO) | 0.0 | $32k | +16% | 543.00 | 59.19 |
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| Booking Holdings (BKNG) | 0.0 | $32k | -25% | 6.00 | 5355.33 |
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| Kinsale Cap Group (KNSL) | 0.0 | $31k | +27% | 78.00 | 391.46 |
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| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.0 | $31k | 50.00 | 609.88 |
|
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| Hexcel Corporation (HXL) | 0.0 | $30k | 410.00 | 73.93 |
|
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| Iradimed (IRMD) | 0.0 | $30k | 307.00 | 97.30 |
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| Wisdomtree Tr Us Smallcap Divd (DES) | 0.0 | $30k | NEW | 891.00 | 33.45 |
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| Expeditors International of Washington (EXPD) | 0.0 | $30k | -11% | 200.00 | 149.01 |
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| Anthem (ELV) | 0.0 | $30k | +14% | 85.00 | 350.55 |
|
| Patrick Industries (PATK) | 0.0 | $29k | 270.00 | 108.52 |
|
|
| Allstate Corporation (ALL) | 0.0 | $29k | -5% | 140.00 | 209.09 |
|
| Chemed Corp Com Stk (CHE) | 0.0 | $29k | 67.00 | 429.00 |
|
|
| Standex Int'l (SXI) | 0.0 | $29k | -20% | 132.00 | 217.32 |
|
| HEICO Corporation (HEI) | 0.0 | $29k | +1000% | 88.00 | 323.59 |
|
| Chesapeake Utilities Corporation (CPK) | 0.0 | $28k | 226.00 | 125.55 |
|
|
| Danaher Corporation (DHR) | 0.0 | $28k | +50% | 123.00 | 229.27 |
|
| Kulicke and Soffa Industries (KLIC) | 0.0 | $28k | 614.00 | 45.76 |
|
|
| U.S. Physical Therapy (USPH) | 0.0 | $28k | 360.00 | 78.02 |
|
|
| Materion Corporation (MTRN) | 0.0 | $28k | -13% | 224.00 | 124.38 |
|
| Cadence Design Systems (CDNS) | 0.0 | $28k | -4% | 89.00 | 312.58 |
|
| Cohen & Steers (CNS) | 0.0 | $28k | 438.00 | 62.85 |
|
|
| Applied Materials (AMAT) | 0.0 | $28k | 107.00 | 256.99 |
|
|
| Brookfield Infrastructure Com Sub Vtg A (BIPC) | 0.0 | $27k | 599.00 | 45.40 |
|
|
| Caretrust Reit (CTRE) | 0.0 | $27k | +19% | 741.00 | 36.50 |
|
| Air Lease Corp Cl A (AL) | 0.0 | $27k | -16% | 418.00 | 64.44 |
|
| Utz Brands Com Cl A (UTZ) | 0.0 | $27k | +18% | 2.6k | 10.44 |
|
| Progressive Corporation (PGR) | 0.0 | $27k | -23% | 117.00 | 228.46 |
|
| Landstar System (LSTR) | 0.0 | $27k | 186.00 | 143.61 |
|
|
| Msa Safety Inc equity (MSA) | 0.0 | $26k | +24% | 165.00 | 160.25 |
|
| Cloudflare Cl A Com (NET) | 0.0 | $26k | 134.00 | 197.15 |
|
|
| Deere & Company (DE) | 0.0 | $26k | -58% | 57.00 | 463.12 |
|
| Invesco Exch Traded Fd Tr Ii Rafi Emrgng Mrkt (PXH) | 0.0 | $26k | NEW | 1.0k | 25.81 |
|
| Lakeland Financial Corporation (LKFN) | 0.0 | $26k | 452.00 | 57.01 |
|
|
| Chubb (CB) | 0.0 | $26k | +148% | 82.00 | 313.09 |
|
| CRA International (CRAI) | 0.0 | $26k | 127.00 | 201.37 |
|
|
| Colgate-Palmolive Company (CL) | 0.0 | $26k | +86% | 323.00 | 79.02 |
|
| Equinix (EQIX) | 0.0 | $25k | 33.00 | 769.12 |
|
|
| Dominion Resources (D) | 0.0 | $25k | -23% | 432.00 | 58.59 |
|
| Universal Display Corporation (OLED) | 0.0 | $25k | +24% | 216.00 | 116.60 |
|
| J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) | 0.0 | $25k | 532.00 | 47.34 |
|
|
| Cognex Corporation (CGNX) | 0.0 | $25k | +16% | 700.00 | 35.97 |
|
| Matador Resources (MTDR) | 0.0 | $25k | +25% | 593.00 | 42.45 |
|
| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.0 | $25k | 261.00 | 96.11 |
|
|
| Aaon Com Par $0.004 (AAON) | 0.0 | $25k | +17% | 328.00 | 76.25 |
|
| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.0 | $25k | 99.00 | 252.41 |
|
|
| Firstservice Corp (FSV) | 0.0 | $25k | +17% | 158.00 | 156.19 |
|
| Servicenow (NOW) | 0.0 | $25k | +540% | 160.00 | 153.19 |
|
| Verisk Analytics (VRSK) | 0.0 | $24k | +541% | 109.00 | 223.69 |
|
| Boeing Company (BA) | 0.0 | $24k | -29% | 111.00 | 217.20 |
|
| UniFirst Corporation (UNF) | 0.0 | $24k | 124.00 | 192.69 |
|
|
| Perdoceo Ed Corp (PRDO) | 0.0 | $24k | +23% | 810.00 | 29.33 |
|
| KBR (KBR) | 0.0 | $24k | +18% | 587.00 | 40.36 |
|
| Starbucks Corporation (SBUX) | 0.0 | $23k | +53% | 277.00 | 84.21 |
|
Past Filings by CBIZ Investment Advisory Services
SEC 13F filings are viewable for CBIZ Investment Advisory Services going back to 2019
- CBIZ Investment Advisory Services 2025 Q4 filed Feb. 9, 2026
- CBIZ Investment Advisory Services 2025 Q3 filed Nov. 6, 2025
- CBIZ Investment Advisory Services 2025 Q2 filed Aug. 11, 2025
- CBIZ Investment Advisory Services 2025 Q1 restated filed June 3, 2025
- CBIZ Investment Advisory Services 2025 Q1 filed May 5, 2025
- CBIZ Investment Advisory Services 2024 Q4 filed Feb. 10, 2025
- CBIZ Investment Advisory Services 2024 Q3 filed Nov. 12, 2024
- CBIZ Investment Advisory Services 2024 Q2 filed Aug. 9, 2024
- CBIZ Investment Advisory Services 2024 Q1 filed May 13, 2024
- CBIZ Investment Advisory Services 2023 Q4 filed Feb. 9, 2024
- CBIZ Investment Advisory Services 2023 Q3 filed Nov. 3, 2023
- CBIZ Investment Advisory Services 2023 Q2 filed Aug. 8, 2023
- CBIZ Investment Advisory Services 2023 Q1 filed May 9, 2023
- CBIZ Investment Advisory Services 2022 Q4 filed Feb. 1, 2023
- CBIZ Investment Advisory Services 2022 Q3 filed Nov. 1, 2022
- CBIZ Investment Advisory Services 2022 Q2 filed Aug. 2, 2022