Position in CBZ
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$2,085,200
New position
Shares Held
65,000
first reported quarter
Ownership
0.118%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#5
of 38 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Specialty Business Services
Industrials · as of Jun 30, 2026Curated Wealth Partners LLC holds $34,953,151 across 6 Specialty Business Services names. CBZ ranks #4 (6.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CTAS |
Cintas Corp
|
151,928 | $25,839,913 | |
| 2 | AMTM |
Amentum Holdings, Inc.
|
180,000 | $3,720,600 | |
| 3 | DLB |
Dolby Laboratories, Inc.
|
45,200 | $2,376,616 | |
| 4 | CBZ |
CBIZ, Inc.
This page
|
65,000 | $2,085,200 | |
| 5 | ABM |
Abm Industries Inc /De/
|
11,472 | $507,521 | |
| 6 | CPRT |
Copart Inc
|
15,016 | $423,301 |
All Filings in CBZ
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,085,200 | 65,000 | Shares | Other | 2026-07-13 | |
| No filing history on record for this holder in this stock. | ||||||