Position in CBZ
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$17,002
+$2,772 QoQ
Shares Held
530
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#211
of 258 holders
Holding Since
Dec 2025
3 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, 2026Keating Financial Advisory Services, Inc. holds $173,944 across 18 Specialty Business Services names. CBZ ranks #4 (9.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CPRT |
Copart Inc
|
1,673 | $47,161 | |
| 2 | CTAS |
Cintas Corp
|
233 | $39,628 | |
| 3 | RBA |
Rb Global Inc.
|
175 | $20,378 | |
| 4 | CBZ |
CBIZ, Inc.
This page
|
530 | $17,002 | |
| 5 | AMTM |
Amentum Holdings, Inc.
|
476 | $9,838 | |
| 6 | ARMK |
Aramark
|
161 | $9,160 | |
| 7 | GPN |
Global Payments Inc
|
119 | $8,634 | |
| 8 | AZZ |
Azz Inc
|
48 | $7,442 |
All Filings in CBZ
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,002 | 530 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $14,230 | 530 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $25,225 | 500 | Shares | Sole | 2026-02-09 | |
| No filing history on record for this holder in this stock. | ||||||