Position in CBZ
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$2,384,121
+$1,167,897 QoQ
Shares Held
74,318
+64.1% QoQ
Ownership
0.135%
of shares outstanding
% of Portfolio
1.12%
of 13F equity value
Holder Rank
#4
of 38 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CBZ Over Time
Shares Held
Position Value (USD)
Position in Specialty Business Services
Industrials · as of Jun 30, 2026Taylor Frigon Capital Management LLC holds $2,384,121 across 1 Specialty Business Services name. CBZ ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CBZ |
CBIZ, Inc.
This page
|
74,318 | $2,384,121 |
All Filings in CBZ
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,384,121 | 74,318 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $1,216,224 | 45,297 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $2,272,368 | 45,042 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $2,414,764 | 45,596 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $2,137,603 | 29,809 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $2,419,251 | 31,891 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $1,559,025 | 19,052 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $1,415,983 | 21,043 | Shares | Sole | 2024-10-23 | |
| No filing history on record for this holder in this stock. | ||||||