Cbiz Investment Advisory Services, LLC Incresed Positions in Q2 2025

Cbiz Investment Advisory Services, LLC

  • $2.26 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
KLIC
Kulicke & Soffa Industries Inc

Technology
109
+ 21.37%
$27.65 - $35.38 $3.01K - $3.86K
619 $21K
TRGP
Targa Resources Corp.

Energy
33
+ 300.0%
$157.32 - $205.72 $5.19K - $6.79K
44 $7K
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
AMT
American Tower Corp

Real Estate
23
+ 12.5%
$203.96 - $228.19 $4.69K - $5.25K
207 $45K
VST
Vistra Corp.

Utilities
26
+ 650.0%
$98.07 - $195.04 $2.55K - $5.07K
30 $5K
USPH
U S Physical Therapy Inc

Healthcare
40
+ 12.35%
$65.08 - $79.84 $2.6K - $3.19K
364 $28K
AXON
Axon Enterprise, Inc.

Industrials
6
+ 600.0%
$497.13 - $827.94 $2.98K - $4.97K
7 $5K
VRT
Vertiv Holdings CO

Industrials
60
+ 1200.0%
N/A
65 $5K
BC
Brunswick Corp

Consumer Cyclical
62
+ 18.13%
$41.93 - $58.37 $2.6K - $3.62K
404 $22K
STWD
Starwood Property Trust, Inc.

Real Estate
244
+ 24400.0%
$17.28 - $20.41 $4.22K - $4.98K
245 $4K
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
KO
Coca Cola CO

Consumer Defensive
80
+ 5.15%
$68.37 - $73.9 $5.47K - $5.91K
1.63K $115K
DLR
Digital Realty Trust, Inc.

Real Estate
23
+ 766.67%
$136.11 - $177.69 $3.13K - $4.09K
26 $4K
VMI
Valmont Industries Inc

Industrials
2
+ 2.25%
$263.86 - $333.86 $528 - $668
91 $29K
CTVA
Corteva, Inc.

Basic Materials
36
+ 33.03%
$55.52 - $74.53 $2K - $2.68K
145 $10K
NKE
Nike, Inc.

Consumer Cyclical
41
+ 32.03%
$53.27 - $72.04 $2.18K - $2.95K
169 $12K
HLI
Houlihan Lokey, Inc.

Financial Services
1
+ 0.47%
$141.59 - $182.75 $142 - $183
216 $38K
TTD
Trade Desk, Inc.

Technology
45
+ 166.67%
$45.27 - $79.4 $2.04K - $3.57K
72 $5K
MTRN
Materion Corp

Basic Materials
60
+ 24.39%
$72.15 - $84.25 $4.33K - $5.06K
306 $24K
CPRT
Copart Inc

Consumer Cyclical
101
+ 246.34%
$47.72 - $63.84 $4.82K - $6.45K
142 $6K
SCVL
Shoe Carnival Inc

Consumer Cyclical
270
+ 31.4%
$16.75 - $23.0 $4.52K - $6.21K
1.13K $21K
POWI
Power Integrations Inc

Technology
5
+ 1.17%
$42.13 - $59.01 $211 - $295
431 $24K
HCA
Hca Healthcare, Inc.

Healthcare
6
+ 120.0%
$317.61 - $387.52 $1.91K - $2.33K
11 $4K
KR
Kroger CO

Consumer Defensive
31
+ 124.0%
$64.62 - $74.0 $2K - $2.29K
56 $4K
TTWO
Take Two Interactive Software Inc

Communication Services
14
+ 700.0%
$194.58 - $243.05 $2.72K - $3.4K
16 $3K
ICE
Intercontinental Exchange, Inc.

Financial Services
15
+ 115.38%
$151.62 - $183.47 $2.27K - $2.75K
28 $5K
KWR
Quaker Chemical Corp

Basic Materials
34
+ 25.0%
$97.26 - $124.36 $3.31K - $4.23K
170 $19K
SHW
Sherwin Williams CO

Basic Materials
13
+ 11.61%
$313.51 - $363.51 $4.08K - $4.73K
125 $42K
ROK
Rockwell Automation, Inc

Industrials
10
+ 250.0%
$218.97 - $332.17 $2.19K - $3.32K
14 $4K
TNL
Travel & Leisure Co.

Consumer Cyclical
7
+ 1.28%
$38.78 - $51.89 $271 - $363
555 $28K
VRSK
Verisk Analytics, Inc.

Industrials
9
+ 450.0%
$277.03 - $321.33 $2.49K - $2.89K
11 $3K
URI
United Rentals, Inc.

Industrials
3
+ 100.0%
$551.94 - $753.4 $1.66K - $2.26K
6 $4K
MTDR
Matador Resources CO

Energy
96
+ 25.0%
$36.67 - $52.23 $3.52K - $5.01K
480 $22K
MSA
Msa Safety Inc

Industrials
1
+ 0.75%
$130.21 - $169.16 $130 - $169
134 $22K
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
7
+ 700.0%
$328.01 - $475.68 $2.3K - $3.33K
8 $3K
FDX
Fedex Corp

Industrials
15
+ 750.0%
$198.07 - $245.17 $2.97K - $3.68K
17 $3K
VZ
Verizon Communications Inc

Communication Services
178
+ 7.11%
$41.67 - $45.62 $7.42K - $8.12K
2.68K $116K
GWW
W.W. Grainger, Inc.

Industrials
1
+ 100.0%
$919.93 - $1101.66 $920 - $1.1K
2 $2K
JCI
Johnson Controls International PLC

Industrials
14
+ 233.33%
$71.14 - $105.62 $996 - $1.48K
20 $2K
AON
Aon PLC

Financial Services
5
+ 100.0%
$335.85 - $398.81 $1.68K - $1.99K
10 $3K
IRMD
Iradimed Corp

Healthcare
1
+ 0.32%
$48.67 - $60.8 $48.7 - $60.8
310 $18K
RPG
Invesco Exchange Traded Fd Tr

ETFs
1
+ 0.44%
$33.86 - $45.77 $33.9 - $45.8
229 $10K
KMI
Kinder Morgan, Inc.

Energy
60
+ 65.22%
$25.21 - $29.4 $1.51K - $1.76K
152 $4K
GM
General Motors CO

Consumer Cyclical
22
+ 13.5%
$42.48 - $50.46 $935 - $1.11K
185 $9K
IRM
Iron Mountain Inc

Real Estate
20
+ 117.65%
$76.93 - $105.25 $1.54K - $2.11K
37 $3K
EXR
Extra Space Storage Inc.

Real Estate
11
+ 183.33%
$126.61 - $152.99 $1.39K - $1.68K
17 $2K
ZM
Zoom Video Communications, Inc.

Technology
28
+ 77.78%
$66.7 - $84.62 $1.87K - $2.37K
64 $4K
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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