Cbiz Investment Advisory Services, LLC Incresed Positions in Q3 2025

Cbiz Investment Advisory Services, LLC

  • $2.55 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
BKR
Baker Hughes CO

Energy
16
+ 5.84%
$38.68 - $50.55 $619 - $809
290 $14K
TRU
Trans Union

Industrials
57
+ 407.14%
$83.78 - $99.22 $4.78K - $5.66K
71 $5K
TRV
Travelers Companies, Inc.

Financial Services
15
+ 35.71%
$250.62 - $279.43 $3.76K - $4.19K
57 $15K
MPWR
Monolithic Power Systems Inc

Technology
2
+ 20.0%
$711.24 - $922.81 $1.42K - $1.85K
12 $11K
RF
Regions Financial Corp

Financial Services
74
+ 14.71%
$24.03 - $27.41 $1.78K - $2.03K
577 $15K
NDAQ
Nasdaq, Inc.

Financial Services
40
+ 400.0%
$86.73 - $96.94 $3.47K - $3.88K
50 $4K
NKE
Nike, Inc.

Consumer Cyclical
70
+ 41.42%
$69.24 - $79.24 $4.85K - $5.55K
239 $16K
NDSN
Nordson Corp

Industrials
17
+ 1700.0%
$209.25 - $227.98 $3.56K - $3.88K
18 $4K
JKHY
Henry Jack & Associates Inc

Technology
29
+ 2900.0%
$148.45 - $182.09 $4.31K - $5.28K
30 $4K
BAH
Booz Allen Hamilton Holding Corp

Industrials
44
+ 2200.0%
$97.53 - $115.95 $4.29K - $5.1K
46 $4K
GD
General Dynamics Corp

Industrials
8
+ 25.0%
$293.92 - $341.0 $2.35K - $2.73K
40 $13K
ESQ
Esquire Financial Holdings, Inc.

Financial Services
31
+ 23.31%
$92.99 - $105.19 $2.88K - $3.26K
164 $16K
EXPD
Expeditors International Of Washington Inc

Industrials
17
+ 8.17%
$111.37 - $124.95 $1.89K - $2.12K
225 $27K
EMR
Emerson Electric CO

Industrials
31
+ 12.55%
$128.6 - $149.63 $3.99K - $4.64K
278 $36K
EA
Electronic Arts Inc.

Communication Services
18
+ 128.57%
$147.79 - $202.05 $2.66K - $3.64K
32 $6K
K
Kellogg CO

Consumer Defensive
44
+ 74.58%
$76.96 - $82.02 $3.39K - $3.61K
103 $8K
KHC
Kraft Heinz CO

Consumer Defensive
171
+ 133.59%
$25.63 - $28.94 $4.38K - $4.95K
299 $7K
DGX
Quest Diagnostics Inc

Healthcare
30
+ 3000.0%
N/A
31 $4K
GRMN
Garmin LTD

Technology
17
+ 154.55%
$211.13 - $246.22 $3.59K - $4.19K
28 $6K
NOC
Northrop Grumman Corp

Industrials
5
+ 71.43%
$498.9 - $609.32 $2.49K - $3.05K
12 $7K
IQV
Iqvia Holdings Inc.

Healthcare
9
+ 13.64%
$157.68 - $200.82 $1.42K - $1.81K
75 $14K
STE
Steris PLC

Healthcare
19
+ 1900.0%
$221.21 - $252.43 $4.2K - $4.8K
20 $4K
OXY
Occidental Petroleum Corp

Energy
22
+ 3.89%
$42.54 - $48.1 $936 - $1.06K
588 $27K
SCHW
Schwab Charles Corp

Financial Services
17
+ 3.46%
$91.03 - $98.69 $1.55K - $1.68K
508 $48K
PHM
Pultegroup Inc

Consumer Cyclical
22
+ 70.97%
$108.0 - $141.42 $2.38K - $3.11K
53 $7K
NEM
Newmont Corp

Basic Materials
16
+ 13.22%
$57.35 - $85.25 $918 - $1.36K
137 $11K
TYL
Tyler Technologies Inc

Technology
6
+ 600.0%
$522.22 - $611.76 $3.13K - $3.67K
7 $3K
MAS
Masco Corp

Industrials
36
+ 138.46%
$64.44 - $76.07 $2.32K - $2.74K
62 $4K
UBER
Uber Technologies, Inc

Technology
2
+ 0.33%
$86.91 - $99.57 $174 - $199
614 $60K
UTZ
Utz Brands, Inc.

Consumer Defensive
306
+ 16.44%
$11.85 - $14.49 $3.63K - $4.43K
2.17K $26K
UAL
United Airlines Holdings, Inc.

Industrials
8
+ 6.45%
$80.05 - $109.36 $640 - $875
132 $12K
ROK
Rockwell Automation, Inc

Industrials
7
+ 50.0%
$328.67 - $358.52 $2.3K - $2.51K
21 $7K
SYF
Synchrony Financial

Financial Services
32
+ 27.35%
$67.53 - $76.86 $2.16K - $2.46K
149 $10K
POOL
Pool Corp

Industrials
9
+ 900.0%
$292.13 - $333.62 $2.63K - $3K
10 $3K
TRNO
Terreno Realty Corp

Real Estate
56
+ 13.59%
$53.01 - $59.08 $2.97K - $3.31K
468 $26K
TRMB
Trimble Inc.

Technology
34
+ 485.71%
$76.46 - $85.24 $2.6K - $2.9K
41 $3K
PSA
Public Storage

Real Estate
10
+ 166.67%
$271.94 - $298.09 $2.72K - $2.98K
16 $4K
LNG
Cheniere Energy, Inc.

Energy
12
+ 600.0%
$222.68 - $244.28 $2.67K - $2.93K
14 $3K
AMAT
Applied Materials Inc

Technology
2
+ 1.94%
$156.25 - $204.95 $313 - $410
105 $21K
FITB
Fifth Third Bancorp

Financial Services
55
+ 50.0%
$40.91 - $46.28 $2.25K - $2.55K
165 $7K
ICE
Intercontinental Exchange, Inc.

Financial Services
24
+ 85.71%
$167.28 - $188.45 $4.01K - $4.52K
52 $8K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
12
+ 133.33%
$185.65 - $214.38 $2.23K - $2.57K
21 $4K
MDT
Medtronic PLC

Healthcare
16
+ 12.12%
$87.67 - $95.74 $1.4K - $1.53K
148 $14K
IRM
Iron Mountain Inc

Real Estate
23
+ 62.16%
$89.46 - $104.46 $2.06K - $2.4K
60 $6K
WDC
Western Digital Corp

Technology
8
+ 30.77%
$63.84 - $120.06 $511 - $960
34 $4K
V
Visa Inc.

Financial Services
22
+ 5.79%
$332.09 - $358.86 $7.31K - $7.89K
402 $137K
DAL
Delta Air Lines, Inc.

Industrials
25
+ 18.66%
$49.0 - $61.97 $1.23K - $1.55K
159 $9K
BK
Bank Of New York Mellon Corp

Financial Services
19
+ 190.0%
$90.65 - $109.75 $1.72K - $2.09K
29 $3K
MCHP
Microchip Technology Inc

Technology
44
+ 51.76%
$60.95 - $75.26 $2.68K - $3.31K
129 $8K
Activity Summary
Buys All Purchases 345 New Holdings 63 Increased Positions 282 Sells All Sells 210 Reductions 209 Sold out 1 Options Calls 0 Puts 0
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