Position in CBZ
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$595,180
+$136,207 QoQ
Shares Held
18,553
+8.5% QoQ
Ownership
0.034%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#120
of 258 holders
Holding Since
Dec 2024
7 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, 2026Callan Family Office, LLC holds $10,483,550 across 10 Specialty Business Services names. CBZ ranks #6 (5.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RELX |
Relx PLC
|
80,400 | $2,546,268 | |
| 2 | CTAS |
Cintas Corp
|
12,845 | $2,184,677 | |
| 3 | ARMK |
Aramark
|
36,287 | $2,064,730 | |
| 4 | DLB |
Dolby Laboratories, Inc.
|
15,114 | $794,694 | |
| 5 | ULS |
UL Solutions Inc.
|
6,422 | $654,144 | |
| 6 | CBZ |
CBIZ, Inc.
This page
|
18,553 | $595,180 | |
| 7 | RBA |
Rb Global Inc.
|
5,050 | $588,072 | |
| 8 | RTO |
Rentokil Initial PLC /Fi
|
14,175 | $405,546 |
All Filings in CBZ
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $595,180 | 18,553 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $458,973 | 17,094 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $849,931 | 16,847 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $791,752 | 14,950 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,116,381 | 15,568 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $942,408 | 12,423 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $976,559 | 11,934 | Shares | Sole | 2025-02-07 | |
| No filing history on record for this holder in this stock. | ||||||