Cbiz Investment Advisory Services, LLC Purchases in Q2 2025

Cbiz Investment Advisory Services, LLC

  • $2.26 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
HPE
Hewlett Packard Enterprise CO

Technology
189
+ 35.59%
$12.51 - $20.45 $2.36K - $3.87K
720 $14K
MRVL
Marvell Technology, Inc.

Technology
81
+ 1157.14%
$49.38 - $79.97 $4K - $6.48K
88 $6K
CRM
Salesforce, Inc.

Technology
21
+ 18.75%
$236.26 - $291.15 $4.96K - $6.11K
133 $36K
MO
Altria Group, Inc.

Consumer Defensive
114
+ 15.72%
$55.56 - $60.91 $6.33K - $6.94K
839 $49K
DAL
Delta Air Lines, Inc.

Industrials
124
+ 1240.0%
$35.88 - $52.99 $4.45K - $6.57K
134 $6K
SBAC
Sba Communications Corp

Real Estate
21
+ 233.33%
$208.57 - $243.4 $4.38K - $5.11K
30 $7K
WINA
Winmark Corp

Consumer Cyclical
10
+ 25.64%
$318.43 - $450.34 $3.18K - $4.5K
49 $18K
LMT
Lockheed Martin Corp

Industrials
6
+ 3.55%
$430.82 - $486.45 $2.58K - $2.92K
175 $81K
PWR
Quanta Services, Inc.

Industrials
15
+ 750.0%
$239.47 - $381.26 $3.59K - $5.72K
17 $6K
IT
Gartner Inc

Technology
17
New
$377.5 - $449.52 $6.42K - $7.64K
17 $6K
MTD
Mettler Toledo International Inc

Healthcare
5
New
$970.15 - $1216.57 $4.85K - $6.08K
5 $5K
AXON
Axon Enterprise, Inc.

Industrials
6
+ 600.0%
$497.13 - $827.94 $2.98K - $4.97K
7 $5K
AMT
American Tower Corp

Real Estate
23
+ 12.5%
$203.96 - $228.19 $4.69K - $5.25K
207 $45K
ABNB
Airbnb, Inc.

Consumer Cyclical
32
+ 457.14%
$105.69 - $140.64 $3.38K - $4.5K
39 $5K
ABC
Amerisourcebergen Corp

Healthcare
24
+ 266.67%
N/A
33 $6K
FCX
Freeport Mcmoran Inc

Basic Materials
95
+ 74.8%
$29.15 - $44.46 $2.77K - $4.22K
222 $9K
BDX
Becton Dickinson & CO

Healthcare
30
+ 1500.0%
$165.15 - $226.42 $4.95K - $6.79K
32 $5K
DOV
Dover Corp

Industrials
23
+ 60.53%
$151.14 - $186.7 $3.48K - $4.29K
61 $11K
KLIC
Kulicke & Soffa Industries Inc

Technology
109
+ 21.37%
$27.65 - $35.38 $3.01K - $3.86K
619 $21K
USPH
U S Physical Therapy Inc

Healthcare
40
+ 12.35%
$65.08 - $79.84 $2.6K - $3.19K
364 $28K
TRGP
Targa Resources Corp.

Energy
33
+ 300.0%
$157.32 - $205.72 $5.19K - $6.79K
44 $7K
MPC
Marathon Petroleum Corp

Energy
29
+ 223.08%
$118.55 - $170.08 $3.44K - $4.93K
42 $6K
VRT
Vertiv Holdings CO

Industrials
60
+ 1200.0%
N/A
65 $5K
VST
Vistra Corp.

Utilities
26
+ 650.0%
$98.07 - $195.04 $2.55K - $5.07K
30 $5K
CTVA
Corteva, Inc.

Basic Materials
36
+ 33.03%
$55.52 - $74.53 $2K - $2.68K
145 $10K
HES
Hess Corp

Energy
30
+ 428.57%
$126.32 - $161.29 $3.79K - $4.84K
37 $5K
PLD
Prologis, Inc.

Real Estate
54
+ 29.51%
$89.76 - $112.34 $4.85K - $6.07K
237 $24K
TTD
Trade Desk, Inc.

Technology
45
+ 166.67%
$45.27 - $79.4 $2.04K - $3.57K
72 $5K
STWD
Starwood Property Trust, Inc.

Real Estate
244
+ 24400.0%
$17.28 - $20.41 $4.22K - $4.98K
245 $4K
VMI
Valmont Industries Inc

Industrials
2
+ 2.25%
$263.86 - $333.86 $528 - $668
91 $29K
MTRN
Materion Corp

Basic Materials
60
+ 24.39%
$72.15 - $84.25 $4.33K - $5.06K
306 $24K
HLI
Houlihan Lokey, Inc.

Financial Services
1
+ 0.47%
$141.59 - $182.75 $142 - $183
216 $38K
CPRT
Copart Inc

Consumer Cyclical
101
+ 246.34%
$47.72 - $63.84 $4.82K - $6.45K
142 $6K
PPG
Ppg Industries Inc

Basic Materials
39
New
$91.66 - $115.04 $3.57K - $4.49K
39 $4K
DLR
Digital Realty Trust, Inc.

Real Estate
23
+ 766.67%
$136.11 - $177.69 $3.13K - $4.09K
26 $4K
EBAY
Ebay Inc

Consumer Cyclical
56
New
$59.52 - $79.36 $3.33K - $4.44K
56 $4K
MLM
Martin Marietta Materials Inc

Basic Materials
1
+ 1.82%
$452.51 - $568.19 $453 - $568
56 $30K
KO
Coca Cola CO

Consumer Defensive
80
+ 5.15%
$68.37 - $73.9 $5.47K - $5.91K
1.63K $115K
BC
Brunswick Corp

Consumer Cyclical
62
+ 18.13%
$41.93 - $58.37 $2.6K - $3.62K
404 $22K
NKE
Nike, Inc.

Consumer Cyclical
41
+ 32.03%
$53.27 - $72.04 $2.18K - $2.95K
169 $12K
HPQ
Hp Inc

Technology
154
New
$21.88 - $29.32 $3.37K - $4.52K
154 $3K
MTDR
Matador Resources CO

Energy
96
+ 25.0%
$36.67 - $52.23 $3.52K - $5.01K
480 $22K
POWI
Power Integrations Inc

Technology
5
+ 1.17%
$42.13 - $59.01 $211 - $295
431 $24K
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
7
+ 700.0%
$328.01 - $475.68 $2.3K - $3.33K
8 $3K
PHM
Pultegroup Inc

Consumer Cyclical
31
New
$92.02 - $106.54 $2.85K - $3.3K
31 $3K
KWR
Quaker Chemical Corp

Basic Materials
34
+ 25.0%
$97.26 - $124.36 $3.31K - $4.23K
170 $19K
HCA
Hca Healthcare, Inc.

Healthcare
6
+ 120.0%
$317.61 - $387.52 $1.91K - $2.33K
11 $4K
ICE
Intercontinental Exchange, Inc.

Financial Services
15
+ 115.38%
$151.62 - $183.47 $2.27K - $2.75K
28 $5K
PCAR
Paccar Inc

Industrials
34
New
$86.4 - $99.09 $2.94K - $3.37K
34 $3K
Activity Summary
Buys All Purchases 480 New Holdings 150 Increased Positions 330 Sells All Sells 137 Reductions 135 Sold out 2 Options Calls 0 Puts 0
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