Position in CBZ
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$37,854
New position
Shares Held
1,180
first reported quarter
Ownership
0.002%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#203
of 258 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Specialty Business Services
Industrials · as of Jun 30, 2026RAFFA WEALTH MANAGEMENT, LLC holds $144,555 across 13 Specialty Business Services names. CBZ ranks #2 (26.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABM |
Abm Industries Inc /De/
|
1,333 | $58,971 | |
| 2 | CBZ |
CBIZ, Inc.
This page
|
1,180 | $37,854 | |
| 3 | CTAS |
Cintas Corp
|
121 | $20,579 | |
| 4 | RELX |
Relx PLC
|
384 | $12,161 | |
| 5 | CPRT |
Copart Inc
|
242 | $6,821 | |
| 6 | RBA |
Rb Global Inc.
|
27 | $3,144 | |
| 7 | GPN |
Global Payments Inc
|
25 | $1,814 | |
| 8 | ARMK |
Aramark
|
21 | $1,194 |
All Filings in CBZ
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $37,854 | 1,180 | Shares | Sole | 2026-07-27 | |
| No filing history on record for this holder in this stock. | ||||||