First Business Financial Services
Latest statistics and disclosures from First Business Financial Services's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VTI, IEFA, IWF, IJR, DGRO, and represent 55.31% of First Business Financial Services's stock portfolio.
- Added to shares of these 10 stocks: XLK, AGG, META, NFLX, XLE, PRU, XLY, JPST, AVGO, ANET.
- Started 2 new stock positions in TFC, EXAS.
- Reduced shares in these 10 stocks: CAT (-$8.0M), VTI (-$6.1M), DE, MGEE, IWF, EOG, AEE, IJR, FBIZ, LNT.
- Sold out of its positions in T, AEE, DE, PLOW, EOG, GEV, GPRO, HCA, HWM, INTC. ICLN, MPC, MCHP, NICE, NKE, PPL, PYPL, PSX, TTC.
- First Business Financial Services was a net seller of stock by $-23M.
- First Business Financial Services has $1.1B in assets under management (AUM), dropping by -0.10%.
- Central Index Key (CIK): 0001521951
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Portfolio Holdings for First Business Financial Services
First Business Financial Services holds 168 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Total Stock Market ETF (VTI) | 24.3 | $265M | -2% | 789k | 335.27 |
|
| Ishares Core Msci Eafe Etf core msci eafe (IEFA) | 12.4 | $135M | 1.5M | 89.46 |
|
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| iShares Russell 1000 Growth Index (IWF) | 7.9 | $86M | -3% | 182k | 473.30 |
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| iShares S&P SmallCap 600 Index (IJR) | 5.4 | $59M | 493k | 120.18 |
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| Ishares Tr core div grwth (DGRO) | 5.2 | $57M | 822k | 69.42 |
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| iShares Russell 1000 Value Index (IWD) | 5.1 | $55M | 262k | 210.34 |
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| iShares S&P MidCap 400 Index (IJH) | 4.2 | $46M | 697k | 66.00 |
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| iShares Lehman Aggregate Bond (AGG) | 3.5 | $38M | +5% | 382k | 99.88 |
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| Spdr S&p 500 Etf (SPY) | 2.7 | $30M | 44k | 681.92 |
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| First Business Financial Services (FBIZ) | 1.8 | $20M | -3% | 361k | 54.30 |
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| NVIDIA Corporation (NVDA) | 1.6 | $18M | 95k | 186.50 |
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| Apple (AAPL) | 1.4 | $16M | 57k | 271.86 |
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| Broadcom (AVGO) | 1.2 | $13M | +2% | 38k | 346.10 |
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| Alphabet Inc Class A cs (GOOGL) | 1.1 | $12M | 39k | 313.00 |
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| J P Morgan Exchange Traded F ultra shrt (JPST) | 1.0 | $11M | +7% | 218k | 50.59 |
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| JPMorgan Chase & Co. (JPM) | 0.9 | $10M | 32k | 322.22 |
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| Microsoft Corporation (MSFT) | 0.8 | $8.5M | -5% | 18k | 483.62 |
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| Arista Networks (ANET) | 0.7 | $7.7M | +3% | 59k | 131.03 |
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| Ciena Corporation (CIEN) | 0.6 | $6.3M | +3% | 27k | 233.87 |
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| Eli Lilly & Co. (LLY) | 0.6 | $6.1M | +2% | 5.7k | 1074.68 |
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| Quanta Services (PWR) | 0.5 | $6.0M | 14k | 422.06 |
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| Technology SPDR (XLK) | 0.5 | $5.3M | +100% | 37k | 143.97 |
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| Ishares Tr Msci Usa Momentum Factor (MTUM) | 0.5 | $5.1M | 20k | 250.31 |
|
|
| iShares S&P Natl AMTFr Mncpl Bd (MUB) | 0.4 | $4.8M | +3% | 45k | 107.11 |
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| AmerisourceBergen (COR) | 0.4 | $4.6M | +2% | 14k | 337.75 |
|
| Lam Research (LRCX) | 0.4 | $4.6M | +2% | 27k | 171.18 |
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| Berkshire Hathaway (BRK.A) | 0.4 | $4.5M | 6.00 | 754800.00 |
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| Citigroup (C) | 0.4 | $4.2M | +2% | 36k | 116.69 |
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| iShares S&P 500 Index (IVV) | 0.4 | $4.0M | 5.9k | 684.94 |
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| Bank of America Corporation (BAC) | 0.4 | $3.9M | +2% | 71k | 55.00 |
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| Costco Wholesale Corporation (COST) | 0.3 | $3.6M | 4.2k | 862.34 |
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| Analog Devices (ADI) | 0.3 | $3.2M | +2% | 12k | 271.20 |
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| Exxon Mobil Corporation (XOM) | 0.3 | $3.2M | +2% | 27k | 120.34 |
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| Expedia (EXPE) | 0.3 | $3.1M | +3% | 11k | 283.31 |
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| Stryker Corporation (SYK) | 0.3 | $3.1M | +3% | 8.7k | 351.47 |
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| General Dynamics Corporation (GD) | 0.3 | $3.0M | +3% | 8.8k | 336.66 |
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| Nucor Corporation (NUE) | 0.3 | $2.9M | +3% | 18k | 163.11 |
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| Electronic Arts (EA) | 0.3 | $2.9M | -3% | 14k | 204.33 |
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| Metropcs Communications (TMUS) | 0.3 | $2.9M | +3% | 14k | 203.04 |
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| Prudential Financial (PRU) | 0.3 | $2.8M | +46% | 25k | 112.88 |
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| TJX Companies (TJX) | 0.3 | $2.8M | 18k | 153.61 |
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| Coca-Cola Company (KO) | 0.2 | $2.7M | 38k | 69.91 |
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| Republic Services (RSG) | 0.2 | $2.6M | 13k | 211.93 |
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| Facebook Inc cl a (META) | 0.2 | $2.5M | +237% | 3.8k | 660.09 |
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| Amazon (AMZN) | 0.2 | $2.5M | 11k | 230.82 |
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| Nextera Energy (NEE) | 0.2 | $2.4M | +2% | 30k | 80.28 |
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| Energy Select Sector SPDR (XLE) | 0.2 | $2.4M | +100% | 54k | 44.71 |
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| Intercontinental Exchange (ICE) | 0.2 | $2.4M | +2% | 15k | 161.96 |
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| Cisco Systems (CSCO) | 0.2 | $2.3M | 30k | 77.03 |
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| Equinix (EQIX) | 0.2 | $2.3M | +3% | 2.9k | 766.16 |
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| Industrial SPDR (XLI) | 0.2 | $2.2M | 14k | 155.12 |
|
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| Alphabet Inc Class C cs (GOOG) | 0.2 | $2.2M | -4% | 6.9k | 313.80 |
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| Texas Instruments Incorporated (TXN) | 0.2 | $2.1M | +2% | 12k | 173.49 |
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| SPDR Gold Trust (GLD) | 0.2 | $2.1M | 5.2k | 396.31 |
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| Toll Brothers (TOL) | 0.2 | $2.0M | +3% | 15k | 135.22 |
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| Lowe's Companies (LOW) | 0.2 | $2.0M | +3% | 8.4k | 241.16 |
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| Netflix (NFLX) | 0.2 | $1.9M | +896% | 20k | 93.76 |
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| Iqvia Holdings (IQV) | 0.2 | $1.8M | -5% | 7.9k | 225.41 |
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| Darden Restaurants (DRI) | 0.2 | $1.8M | +3% | 9.5k | 184.02 |
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| Philip Morris International (PM) | 0.2 | $1.7M | 11k | 160.40 |
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| iShares Russell 1000 Index (IWB) | 0.1 | $1.6M | 4.2k | 373.44 |
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| Qualcomm (QCOM) | 0.1 | $1.6M | +2% | 9.2k | 171.05 |
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| Abbvie (ABBV) | 0.1 | $1.6M | -6% | 6.8k | 228.49 |
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| Consumer Discretionary SPDR (XLY) | 0.1 | $1.5M | +100% | 13k | 119.41 |
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| Oshkosh Corporation (OSK) | 0.1 | $1.5M | +2% | 12k | 125.63 |
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| Palantir Technologies (PLTR) | 0.1 | $1.4M | 8.1k | 177.75 |
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| Kroger (KR) | 0.1 | $1.4M | +4% | 23k | 62.48 |
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| Schlumberger (SLB) | 0.1 | $1.4M | -10% | 36k | 38.38 |
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| Financial Select Sector SPDR (XLF) | 0.1 | $1.3M | 24k | 54.77 |
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| American Electric Power Company (AEP) | 0.1 | $1.3M | +6% | 11k | 115.31 |
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| Vanguard Small-Cap ETF (VB) | 0.1 | $1.3M | 5.0k | 257.95 |
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| Apollo Global Mgmt (APO) | 0.1 | $1.3M | +8% | 8.6k | 144.76 |
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| iShares Russell 2000 Index (IWM) | 0.1 | $1.2M | 5.0k | 246.16 |
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| Vanguard Telecommunication Services ETF (VOX) | 0.1 | $1.2M | 6.2k | 193.63 |
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| salesforce (CRM) | 0.1 | $1.1M | +3% | 4.3k | 264.91 |
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| Accenture (ACN) | 0.1 | $1.0M | -6% | 3.9k | 268.30 |
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| Berkshire Hathaway (BRK.B) | 0.1 | $1.0M | 2.0k | 502.65 |
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| iShares Russell 2000 Growth Index (IWO) | 0.1 | $1.0M | 3.1k | 323.01 |
|
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| Colgate-Palmolive Company (CL) | 0.1 | $978k | +7% | 12k | 79.02 |
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| Johnson & Johnson (JNJ) | 0.1 | $959k | -6% | 4.6k | 206.95 |
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| Merck & Co (MRK) | 0.1 | $927k | 8.8k | 105.26 |
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| Wal-Mart Stores (WMT) | 0.1 | $926k | -3% | 8.3k | 111.41 |
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| Procter & Gamble Company (PG) | 0.1 | $912k | -13% | 6.4k | 143.31 |
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| Blackrock (BLK) | 0.1 | $894k | 835.00 | 1070.34 |
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| TransDigm Group Incorporated (TDG) | 0.1 | $867k | 652.00 | 1329.85 |
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| Nushares Etf Tr a (NULV) | 0.1 | $864k | -8% | 19k | 45.05 |
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| Vanguard Mid-Cap ETF (VO) | 0.1 | $862k | 3.0k | 290.22 |
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| Select Sector Spdr Tr Communic etfeqty (XLC) | 0.1 | $861k | +3% | 7.3k | 117.72 |
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| Allegheny Technologies Incorporated (ATI) | 0.1 | $859k | 7.5k | 114.76 |
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| iShares Russell 2000 Value Index (IWN) | 0.1 | $834k | 4.6k | 181.21 |
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| Ishares Tr usa min vo (USMV) | 0.1 | $819k | 8.7k | 94.16 |
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| iShares Silver Trust (SLV) | 0.1 | $788k | 12k | 64.42 |
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| Asml Holding (ASML) | 0.1 | $783k | 732.00 | 1069.86 |
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| Corning Incorporated (GLW) | 0.1 | $733k | 8.4k | 87.56 |
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| Vanguard Growth ETF (VUG) | 0.1 | $733k | 1.5k | 487.86 |
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| Intuitive Surgical (ISRG) | 0.1 | $702k | 1.2k | 566.36 |
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| Abbott Laboratories (ABT) | 0.1 | $682k | 5.4k | 125.29 |
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| Advanced Micro Devices (AMD) | 0.1 | $674k | -11% | 3.1k | 214.16 |
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| McDonald's Corporation (MCD) | 0.1 | $669k | 2.2k | 305.63 |
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| Mondelez Int (MDLZ) | 0.1 | $652k | -6% | 12k | 53.83 |
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| Illinois Tool Works (ITW) | 0.1 | $642k | -13% | 2.6k | 246.30 |
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| Eaton (ETN) | 0.1 | $639k | -2% | 2.0k | 318.51 |
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| Home Depot (HD) | 0.1 | $593k | -3% | 1.7k | 344.10 |
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| Tetra Tech (TTEK) | 0.1 | $564k | -4% | 17k | 33.54 |
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| Pepsi (PEP) | 0.1 | $547k | -24% | 3.8k | 143.52 |
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| American Express Company (AXP) | 0.1 | $545k | 1.5k | 369.95 |
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| Te Connectivity (TEL) | 0.0 | $540k | -15% | 2.4k | 227.51 |
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| SPDR S&P MidCap 400 ETF (MDY) | 0.0 | $535k | 887.00 | 603.28 |
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| International Business Machines (IBM) | 0.0 | $523k | -8% | 1.8k | 296.21 |
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| Thomson Reuters Corp. (TRI) | 0.0 | $520k | 3.9k | 131.89 |
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| Vanguard Value ETF (VTV) | 0.0 | $514k | 2.7k | 190.99 |
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| MasterCard Incorporated (MA) | 0.0 | $504k | 883.00 | 570.88 |
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| Ameriprise Financial (AMP) | 0.0 | $498k | 1.0k | 490.34 |
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| iShares MSCI EAFE Index Fund (EFA) | 0.0 | $492k | 5.1k | 96.03 |
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| MGE Energy (MGEE) | 0.0 | $490k | -85% | 6.3k | 78.42 |
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| Aon (AON) | 0.0 | $488k | 1.4k | 352.88 |
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| Altc Acquisition Corp (OKLO) | 0.0 | $477k | 6.7k | 71.76 |
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| Wey (WEYS) | 0.0 | $433k | 14k | 30.59 |
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| Visa (V) | 0.0 | $430k | -9% | 1.2k | 350.71 |
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| McKesson Corporation (MCK) | 0.0 | $429k | 523.00 | 820.29 |
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| Cummins (CMI) | 0.0 | $421k | 824.00 | 510.45 |
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| Chevron Corporation (CVX) | 0.0 | $416k | -51% | 2.7k | 152.41 |
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| Parker-Hannifin Corporation (PH) | 0.0 | $413k | 470.00 | 878.96 |
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| Altria (MO) | 0.0 | $410k | 7.1k | 57.66 |
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| Vanguard Europe Pacific ETF (VEA) | 0.0 | $402k | 6.4k | 62.47 |
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| iShares MSCI ACWI ex US Index Fund (ACWX) | 0.0 | $396k | 5.9k | 67.13 |
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| Vanguard Information Technology ETF (VGT) | 0.0 | $391k | 519.00 | 753.78 |
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| Southern Company (SO) | 0.0 | $387k | -38% | 4.4k | 87.20 |
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| Cintas Corporation (CTAS) | 0.0 | $386k | 2.1k | 188.07 |
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| Caterpillar (CAT) | 0.0 | $385k | -95% | 672.00 | 572.87 |
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| Capital One Financial (COF) | 0.0 | $377k | -20% | 1.6k | 242.36 |
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| Morgan Stanley (MS) | 0.0 | $369k | 2.1k | 177.53 |
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| General Electric (GE) | 0.0 | $366k | 1.2k | 308.03 |
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| Waste Management (WM) | 0.0 | $365k | -5% | 1.7k | 219.71 |
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| Duke Energy (DUK) | 0.0 | $360k | -5% | 3.1k | 117.21 |
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| Amdocs Ltd ord (DOX) | 0.0 | $358k | 4.5k | 80.51 |
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| Alliant Energy Corporation (LNT) | 0.0 | $354k | -65% | 5.4k | 65.01 |
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| Oracle Corporation (ORCL) | 0.0 | $350k | 1.8k | 194.91 |
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| Utilities SPDR (XLU) | 0.0 | $337k | +100% | 7.9k | 42.69 |
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| iShares S&P Global Technology Sect. (IXN) | 0.0 | $330k | 3.1k | 105.00 |
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| Union Pacific Corporation (UNP) | 0.0 | $329k | -12% | 1.4k | 231.32 |
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| Goldman Sachs (GS) | 0.0 | $326k | -9% | 371.00 | 879.00 |
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| Bank Of Montreal Cadcom (BMO) | 0.0 | $320k | 2.5k | 129.79 |
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| Xcel Energy (XEL) | 0.0 | $309k | -2% | 4.2k | 73.86 |
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| Servicenow (NOW) | 0.0 | $305k | +393% | 2.0k | 153.19 |
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| Woodward Governor Company (WWD) | 0.0 | $302k | 1.0k | 302.32 |
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| UnitedHealth (UNH) | 0.0 | $290k | -10% | 879.00 | 330.11 |
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| U.S. Bancorp (USB) | 0.0 | $288k | -52% | 5.4k | 53.36 |
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| Charles Schwab Corporation (SCHW) | 0.0 | $288k | -26% | 2.9k | 99.91 |
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| PNC Financial Services (PNC) | 0.0 | $281k | -59% | 1.3k | 208.73 |
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| Applied Materials (AMAT) | 0.0 | $277k | -3% | 1.1k | 256.99 |
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| Strattec Security (STRT) | 0.0 | $274k | 3.6k | 76.14 |
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| Arthur J. Gallagher & Co. (AJG) | 0.0 | $268k | 1.0k | 258.79 |
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| Marvell Technology (MRVL) | 0.0 | $265k | 3.1k | 84.98 |
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| Fidelity National Information Services (FIS) | 0.0 | $263k | 4.0k | 66.46 |
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| Walt Disney Company (DIS) | 0.0 | $260k | -21% | 2.3k | 113.77 |
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| Charles River Laboratories (CRL) | 0.0 | $259k | 1.3k | 199.48 |
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| Global X Fds us infr dev (PAVE) | 0.0 | $258k | 5.4k | 47.79 |
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| Rockwell Automation (ROK) | 0.0 | $252k | -25% | 648.00 | 389.07 |
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| iShares S&P 500 Growth Index (IVW) | 0.0 | $238k | 1.9k | 123.26 |
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| Thermo Fisher Scientific (TMO) | 0.0 | $238k | -7% | 411.00 | 579.45 |
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| Fidelity Covington Trust (FELG) | 0.0 | $238k | 5.7k | 41.70 |
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| Wells Fargo & Company (WFC) | 0.0 | $231k | 2.5k | 93.20 |
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| wisdomtreetrusdivd.. (DGRW) | 0.0 | $227k | 2.5k | 89.43 |
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| EXACT Sciences Corporation (EXAS) | 0.0 | $225k | NEW | 2.2k | 101.56 |
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| Truist Financial Corp equities (TFC) | 0.0 | $211k | NEW | 4.3k | 49.21 |
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| Gilead Sciences (GILD) | 0.0 | $210k | -5% | 1.7k | 122.74 |
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| Under Armour Inc Cl C (UA) | 0.0 | $48k | 10k | 4.80 |
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Past Filings by First Business Financial Services
SEC 13F filings are viewable for First Business Financial Services going back to 2013
- First Business Financial Services 2025 Q4 filed Feb. 6, 2026
- First Business Financial Services 2025 Q3 filed Oct. 30, 2025
- First Business Financial Services 2025 Q2 filed July 31, 2025
- First Business Financial Services 2025 Q1 filed May 2, 2025
- First Business Financial Services 2024 Q4 filed Feb. 6, 2025
- First Business Financial Services 2024 Q3 filed Nov. 6, 2024
- First Business Financial Services 2024 Q2 filed Aug. 2, 2024
- First Business Financial Services 2024 Q1 restated filed May 15, 2024
- First Business Financial Services 2024 Q1 filed May 6, 2024
- First Business Financial Services 2023 Q4 filed Feb. 14, 2024
- First Business Financial Services 2023 Q3 filed Nov. 14, 2023
- First Business Financial Services 2023 Q2 filed Aug. 7, 2023
- First Business Financial Services 2023 Q1 filed May 9, 2023
- First Business Financial Services 2022 Q4 filed Feb. 2, 2023
- First Business Financial Services 2022 Q3 filed Nov. 15, 2022
- First Business Financial Services 2022 Q2 filed Aug. 2, 2022