Position in CBZ
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$230,655
+$112,462 QoQ
Shares Held
7,190
+63.3% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#160
of 258 holders
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CBZ Over Time
Shares Held
Position Value (USD)
Position in Specialty Business Services
Industrials · as of Jun 30, 2026Larson Financial Group LLC holds $1,822,150 across 25 Specialty Business Services names. CBZ ranks #3 (12.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CPRT |
Copart Inc
|
20,726 | $584,265 | |
| 2 | CTAS |
Cintas Corp
|
2,062 | $350,704 | |
| 3 | CBZ |
CBIZ, Inc.
This page
|
7,190 | $230,655 | |
| 4 | TRI |
Thomson Reuters Corp /Can/
|
1,614 | $131,815 | |
| 5 | RHLD |
Resolute Holdings Management, Inc.
|
866 | $125,162 | |
| 6 | AZZ |
Azz Inc
|
611 | $94,735 | |
| 7 | MMS |
Maximus, Inc.
|
1,493 | $80,263 | |
| 8 | ARMK |
Aramark
|
1,320 | $75,108 |
All Filings in CBZ
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $230,655 | 7,190 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $118,193 | 4,402 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $185,706 | 3,681 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $2,330 | 44 | Shares | Sole | 2025-11-14 | |
| 2025-03-31 | $986 | 13 | Shares | Sole | 2025-05-02 | |
| No filing history on record for this holder in this stock. | ||||||