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
NYT
New York Times CO

Communication Services
3
New
$45.37 - $57.12 $136 - $171
3 $0
WWD
Woodward, Inc.

Industrials
1
New
$157.29 - $247.55 $157 - $248
1 $0
NDAQ
Nasdaq, Inc.

Financial Services
10
New
$66.4 - $89.42 $664 - $894
10 $0
Ralliant Corp
10
New
N/A
10 $0
RRX
Regal Rexnord Corp

Industrials
2
New
$94.06 - $147.0 $188 - $294
2 $0
R
Ryder System Inc

Industrials
2
New
$130.14 - $160.88 $260 - $322
2 $0
CRH.L
Crh PLC

Basic Materials
49
+ 59.04%
N/A
132 $0
SNA
Snap On Inc

Industrials
3
New
$292.36 - $342.2 $877 - $1.03K
3 $0
Aptiv PLC
31
+ 442.86%
N/A
38 $0
Flutter Entmt PLC
5
New
N/A
5 $0
Linde PLC
12
+ 23.08%
N/A
64 $0
NVT
N Vent Electric PLC

Industrials
4
New
$45.2 - $73.35 $181 - $293
4 $0
SPG
Simon Property Group Inc

Real Estate
3
+ 15.0%
$140.37 - $171.44 $421 - $514
23 $3K
STE
Steris PLC

Healthcare
1
New
$208.55 - $252.55 $209 - $253
1 $0
Te Connectivity PLC
137
+ 4566.67%
N/A
140 $0
BXP
Boston Properties Inc

Real Estate
2
New
$56.86 - $74.12 $114 - $148
2 $0
WTW
Willis Towers Watson PLC

Financial Services
2
New
$295.96 - $337.43 $592 - $675
2 $0
BFB
Brown Forman Corp Cl B
61
New
N/A
61 $0
Qiagen Nv
3
+ 3.33%
N/A
93 $0
Nebius Group N.V.
19
New
N/A
19 $0
SON
Sonoco Products CO

Consumer Cyclical
3
New
$40.6 - $47.93 $122 - $144
3 $0
RGLD
Royal Gold Inc

Basic Materials
1
New
$155.48 - $186.71 $155 - $187
1 $0
Venture Global Inc
64
New
N/A
64 $0
UGI
Ugi Corp

Utilities
1
+ 1.45%
$30.18 - $36.59 $30.2 - $36.6
70 $2K
TYL
Tyler Technologies Inc

Technology
1
New
$521.68 - $592.84 $522 - $593
1 $0
TSCO
Tractor Supply CO

Consumer Cyclical
9
New
$47.86 - $55.77 $431 - $502
9 $0
RGA
Reinsurance Group Of America Inc

Financial Services
1
New
$168.32 - $209.71 $168 - $210
1 $0
CRUS
Cirrus Logic, Inc.

Technology
2
New
$77.43 - $107.58 $155 - $215
2 $0
RS
Reliance Steel & Aluminum CO

Basic Materials
1
New
$262.08 - $316.81 $262 - $317
1 $0
Ferguson Enterprises Inc
17
New
N/A
17 $0
CHD
Church & Dwight CO Inc

Consumer Defensive
10
+ 50.0%
$91.57 - $110.76 $916 - $1.11K
30 $2K
TDY
Teledyne Technologies Inc

Technology
1
New
$435.54 - $512.31 $436 - $512
1 $0
CRL
Charles River Laboratories International, Inc.

Healthcare
1
New
$99.75 - $151.89 $99.8 - $152
1 $0
CSL
Carlisle Companies Inc

Industrials
1
New
$317.1 - $408.5 $317 - $409
1 $0
WEX
Wex Inc.

Technology
1
New
$113.47 - $161.8 $113 - $162
1 $0
WTFC
Wintrust Financial Corp

Financial Services
1
New
$95.17 - $124.21 $95.2 - $124
1 $0
XYL
Xylem Inc.

Industrials
4
New
$102.86 - $129.5 $411 - $518
4 $0
STLD
Steel Dynamics Inc

Basic Materials
4
New
N/A
4 $0
CHDN
Churchill Downs Inc

Consumer Cyclical
2
New
$87.99 - $111.79 $176 - $224
2 $0
IEF
Ishares Barclays

ETFs
2
+ 0.79%
$93.15 - $96.56 $186 - $193
256 $24K
GFL
Gfl Environmental Inc.

Industrials
5
New
$42.93 - $51.58 $215 - $258
5 $0
Ge Healthcare Technologies I
7
+ 12.96%
N/A
61 $0
Ge Vernova Inc
59
+ 128.26%
N/A
105 $0
BOX
Box Inc

Technology
6
New
$28.42 - $38.55 $171 - $231
6 $0
BWA
Borgwarner Inc

Consumer Cyclical
4
New
$24.84 - $33.92 $99.4 - $136
4 $0
BAH
Booz Allen Hamilton Holding Corp

Industrials
2
New
$99.97 - $129.69 $200 - $259
2 $0
LMAT
Lemaitre Vascular Inc

Healthcare
3
+ 0.72%
$77.89 - $92.6 $234 - $278
422 $35K
OWL
Blue Owl Capital Inc.

Financial Services
24
+ 32.88%
$15.9 - $21.16 $382 - $508
97 $1K
HOLX
Hologic Inc

Healthcare
2
New
$52.73 - $65.22 $105 - $130
2 $0
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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