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 55.14% of First Business Financial Services's stock portfolio.
- Added to shares of these 10 stocks: AEP, AGG, MSFT, NFLX, AMZN, JPST, PSX, NUE, MPC, PPL.
- Started 9 new stock positions in GPRO, GILD, MPC, CRL, PPL, UA, WFC, AEP, PSX.
- Reduced shares in these 10 stocks: VTI (-$31M), IEFA (-$16M), IWF (-$8.3M), DGRO (-$7.7M), IJR (-$7.5M), IWD (-$6.1M), IJH (-$5.6M), NVDA, , ANET.
- Sold out of its positions in ADBE, AMT, CSX, CTVA, CRWD, F, HLT, HON, SBUX.
- First Business Financial Services was a net seller of stock by $-101M.
- First Business Financial Services has $1.1B in assets under management (AUM), dropping by -1.69%.
- Central Index Key (CIK): 0001521951
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Portfolio Holdings for First Business Financial Services
First Business Financial Services holds 185 positions in its portfolio as reported in the September 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 | -10% | 807k | 328.17 |
|
| Ishares Core Msci Eafe Etf core msci eafe (IEFA) | 12.2 | $133M | -10% | 1.5M | 87.31 |
|
| iShares Russell 1000 Growth Index (IWF) | 8.1 | $88M | -8% | 188k | 468.41 |
|
| iShares S&P SmallCap 600 Index (IJR) | 5.4 | $59M | -11% | 499k | 118.83 |
|
| Ishares Tr core div grwth (DGRO) | 5.1 | $56M | -12% | 824k | 68.08 |
|
| iShares Russell 1000 Value Index (IWD) | 5.0 | $54M | -10% | 265k | 203.59 |
|
| iShares S&P MidCap 400 Index (IJH) | 4.2 | $46M | -10% | 704k | 65.26 |
|
| iShares Lehman Aggregate Bond (AGG) | 3.3 | $36M | 363k | 100.25 |
|
|
| Spdr S&p 500 Etf (SPY) | 2.7 | $29M | 44k | 666.18 |
|
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| First Business Financial Services (FBIZ) | 1.8 | $19M | -5% | 374k | 51.26 |
|
| NVIDIA Corporation (NVDA) | 1.6 | $18M | -7% | 94k | 186.58 |
|
| Apple (AAPL) | 1.3 | $14M | -5% | 57k | 254.63 |
|
| Broadcom (AVGO) | 1.1 | $12M | -7% | 37k | 329.91 |
|
| J P Morgan Exchange Traded F ultra shrt (JPST) | 0.9 | $10M | +2% | 203k | 50.73 |
|
| JPMorgan Chase & Co. (JPM) | 0.9 | $10M | -6% | 32k | 315.43 |
|
| Microsoft Corporation (MSFT) | 0.9 | $9.7M | +3% | 19k | 517.95 |
|
| Alphabet Inc Class A cs (GOOGL) | 0.9 | $9.3M | -5% | 38k | 243.10 |
|
| Arista Networks (ANET) | 0.8 | $8.3M | -13% | 57k | 145.71 |
|
| Caterpillar (CAT) | 0.6 | $7.0M | 15k | 477.15 |
|
|
| Quanta Services (PWR) | 0.5 | $5.7M | -5% | 14k | 414.42 |
|
| Ishares Tr Msci Usa Momentum Factor (MTUM) | 0.5 | $5.2M | 20k | 256.45 |
|
|
| Technology SPDR (XLK) | 0.5 | $5.1M | 18k | 281.86 |
|
|
| iShares S&P Natl AMTFr Mncpl Bd (MUB) | 0.4 | $4.6M | 44k | 106.49 |
|
|
| Deere & Company (DE) | 0.4 | $4.6M | 10k | 457.26 |
|
|
| Berkshire Hathaway (BRK.A) | 0.4 | $4.5M | 6.00 | 754200.00 |
|
|
| Eli Lilly & Co. (LLY) | 0.4 | $4.3M | -9% | 5.6k | 763.00 |
|
| AmerisourceBergen (COR) | 0.4 | $4.2M | -14% | 13k | 312.53 |
|
| iShares S&P 500 Index (IVV) | 0.4 | $3.9M | 5.9k | 669.30 |
|
|
| Costco Wholesale Corporation (COST) | 0.4 | $3.9M | -8% | 4.2k | 925.63 |
|
| Ciena Corporation (CIEN) | 0.3 | $3.8M | -6% | 26k | 145.67 |
|
| MGE Energy (MGEE) | 0.3 | $3.7M | -5% | 44k | 84.18 |
|
| Bank of America Corporation (BAC) | 0.3 | $3.6M | -2% | 70k | 51.59 |
|
| Citigroup (C) | 0.3 | $3.5M | -10% | 35k | 101.50 |
|
| Lam Research (LRCX) | 0.3 | $3.5M | -10% | 26k | 133.90 |
|
| Metropcs Communications (TMUS) | 0.3 | $3.3M | -9% | 14k | 239.38 |
|
| Stryker Corporation (SYK) | 0.3 | $3.1M | -11% | 8.4k | 369.67 |
|
| Exxon Mobil Corporation (XOM) | 0.3 | $3.0M | -9% | 26k | 112.75 |
|
| Electronic Arts (EA) | 0.3 | $3.0M | -13% | 15k | 201.70 |
|
| Republic Services (RSG) | 0.3 | $2.9M | -11% | 13k | 229.48 |
|
| General Dynamics Corporation (GD) | 0.3 | $2.9M | -12% | 8.5k | 341.00 |
|
| Analog Devices (ADI) | 0.3 | $2.9M | -13% | 12k | 245.70 |
|
| TJX Companies (TJX) | 0.2 | $2.6M | -11% | 18k | 144.54 |
|
| Coca-Cola Company (KO) | 0.2 | $2.5M | 38k | 66.32 |
|
|
| Energy Select Sector SPDR (XLE) | 0.2 | $2.4M | 27k | 89.34 |
|
|
| Intercontinental Exchange (ICE) | 0.2 | $2.4M | -12% | 14k | 168.48 |
|
| Amazon (AMZN) | 0.2 | $2.4M | +14% | 11k | 219.57 |
|
| Netflix (NFLX) | 0.2 | $2.4M | +16% | 2.0k | 1198.92 |
|
| Nucor Corporation (NUE) | 0.2 | $2.3M | +10% | 17k | 135.43 |
|
| Expedia (EXPE) | 0.2 | $2.3M | -6% | 11k | 213.75 |
|
| Nextera Energy (NEE) | 0.2 | $2.2M | -8% | 30k | 75.49 |
|
| Equinix (EQIX) | 0.2 | $2.2M | -13% | 2.8k | 783.24 |
|
| Texas Instruments Incorporated (TXN) | 0.2 | $2.2M | -7% | 12k | 183.73 |
|
| Industrial SPDR (XLI) | 0.2 | $2.2M | 14k | 154.23 |
|
|
| Cisco Systems (CSCO) | 0.2 | $2.1M | -14% | 31k | 68.42 |
|
| Lowe's Companies (LOW) | 0.2 | $2.0M | -9% | 8.1k | 251.31 |
|
| Toll Brothers (TOL) | 0.2 | $2.0M | +4% | 15k | 138.14 |
|
| SPDR Gold Trust (GLD) | 0.2 | $1.8M | 5.2k | 355.47 |
|
|
| Prudential Financial (PRU) | 0.2 | $1.8M | -11% | 17k | 103.74 |
|
| Alphabet Inc Class C cs (GOOG) | 0.2 | $1.8M | -2% | 7.2k | 243.55 |
|
| Darden Restaurants (DRI) | 0.2 | $1.8M | -13% | 9.2k | 190.36 |
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| Philip Morris International (PM) | 0.2 | $1.7M | 11k | 162.20 |
|
|
| Abbvie (ABBV) | 0.2 | $1.7M | -2% | 7.3k | 231.54 |
|
| Iqvia Holdings (IQV) | 0.1 | $1.6M | -11% | 8.4k | 189.94 |
|
| iShares Russell 1000 Index (IWB) | 0.1 | $1.6M | -23% | 4.2k | 365.48 |
|
| EOG Resources (EOG) | 0.1 | $1.5M | -6% | 14k | 112.12 |
|
| Consumer Discretionary SPDR (XLY) | 0.1 | $1.5M | 6.5k | 239.64 |
|
|
| Oshkosh Corporation (OSK) | 0.1 | $1.5M | 12k | 129.70 |
|
|
| Qualcomm (QCOM) | 0.1 | $1.5M | -10% | 9.0k | 166.36 |
|
| Palantir Technologies (PLTR) | 0.1 | $1.5M | -11% | 8.1k | 182.42 |
|
| Kroger (KR) | 0.1 | $1.5M | -15% | 22k | 67.41 |
|
| Schlumberger (SLB) | 0.1 | $1.4M | -9% | 40k | 34.37 |
|
| Financial Select Sector SPDR (XLF) | 0.1 | $1.3M | 24k | 53.87 |
|
|
| Vanguard Small-Cap ETF (VB) | 0.1 | $1.3M | -33% | 5.0k | 254.28 |
|
| iShares Russell 2000 Index (IWM) | 0.1 | $1.2M | -11% | 5.0k | 241.96 |
|
| American Electric Power Company (AEP) | 0.1 | $1.2M | NEW | 11k | 112.50 |
|
| Ameren Corporation (AEE) | 0.1 | $1.2M | 11k | 104.38 |
|
|
| Vanguard Telecommunication Services ETF (VOX) | 0.1 | $1.2M | 6.2k | 187.73 |
|
|
| Procter & Gamble Company (PG) | 0.1 | $1.1M | 7.3k | 153.65 |
|
|
| Apollo Global Mgmt (APO) | 0.1 | $1.1M | +2% | 8.0k | 133.27 |
|
| Alliant Energy Corporation (LNT) | 0.1 | $1.1M | 16k | 67.41 |
|
|
| Berkshire Hathaway (BRK.B) | 0.1 | $1.0M | -8% | 2.0k | 502.74 |
|
| Accenture (ACN) | 0.1 | $1.0M | 4.2k | 246.60 |
|
|
| iShares Russell 2000 Growth Index (IWO) | 0.1 | $1.0M | 3.1k | 320.04 |
|
|
| salesforce (CRM) | 0.1 | $981k | -3% | 4.1k | 237.00 |
|
| Blackrock (BLK) | 0.1 | $969k | 831.00 | 1165.87 |
|
|
| Colgate-Palmolive Company (CL) | 0.1 | $922k | -6% | 12k | 79.94 |
|
| Nushares Etf Tr a (NULV) | 0.1 | $921k | 21k | 43.83 |
|
|
| Johnson & Johnson (JNJ) | 0.1 | $917k | -5% | 4.9k | 185.42 |
|
| Wal-Mart Stores (WMT) | 0.1 | $886k | 8.6k | 103.06 |
|
|
| Chevron Corporation (CVX) | 0.1 | $877k | -2% | 5.6k | 155.29 |
|
| Vanguard Mid-Cap ETF (VO) | 0.1 | $872k | 3.0k | 293.74 |
|
|
| TransDigm Group Incorporated (TDG) | 0.1 | $859k | 652.00 | 1318.02 |
|
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| Facebook Inc cl a (META) | 0.1 | $836k | 1.1k | 734.38 |
|
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| Select Sector Spdr Tr Communic etfeqty (XLC) | 0.1 | $835k | 7.1k | 118.37 |
|
|
| Ishares Tr usa min vo (USMV) | 0.1 | $827k | 8.7k | 95.14 |
|
|
| iShares Russell 2000 Value Index (IWN) | 0.1 | $814k | 4.6k | 176.81 |
|
|
| Mondelez Int (MDLZ) | 0.1 | $811k | 13k | 62.47 |
|
|
| Illinois Tool Works (ITW) | 0.1 | $784k | -6% | 3.0k | 260.76 |
|
| Eaton (ETN) | 0.1 | $772k | 2.1k | 374.25 |
|
|
| Altc Acquisition Corp (OKLO) | 0.1 | $742k | +33% | 6.7k | 111.63 |
|
| Merck & Co (MRK) | 0.1 | $741k | -2% | 8.8k | 83.93 |
|
| Abbott Laboratories (ABT) | 0.1 | $729k | 5.4k | 133.94 |
|
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| Home Depot (HD) | 0.1 | $727k | 1.8k | 405.19 |
|
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| Vanguard Growth ETF (VUG) | 0.1 | $720k | 1.5k | 479.61 |
|
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| Asml Holding (ASML) | 0.1 | $714k | 737.00 | 968.09 |
|
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| Pepsi (PEP) | 0.1 | $708k | 5.0k | 140.44 |
|
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| Corning Incorporated (GLW) | 0.1 | $687k | 8.4k | 82.03 |
|
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| Southern Company (SO) | 0.1 | $685k | +2% | 7.2k | 94.77 |
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| McDonald's Corporation (MCD) | 0.1 | $677k | 2.2k | 303.89 |
|
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| PNC Financial Services (PNC) | 0.1 | $671k | 3.3k | 200.93 |
|
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| Douglas Dynamics (PLOW) | 0.1 | $625k | 20k | 31.26 |
|
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| Te Connectivity (TEL) | 0.1 | $615k | 2.8k | 219.53 |
|
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| Thomson Reuters Corp. (TRI) | 0.1 | $612k | 3.9k | 155.33 |
|
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| Allegheny Technologies Incorporated (ATI) | 0.1 | $609k | 7.5k | 81.34 |
|
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| Tetra Tech (TTEK) | 0.1 | $586k | 18k | 33.38 |
|
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| Advanced Micro Devices (AMD) | 0.1 | $572k | 3.5k | 161.79 |
|
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| Intuitive Surgical (ISRG) | 0.1 | $560k | 1.3k | 447.23 |
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| U.S. Bancorp (USB) | 0.1 | $549k | -2% | 11k | 48.33 |
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| International Business Machines (IBM) | 0.1 | $547k | -8% | 1.9k | 282.16 |
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| SPDR S&P MidCap 400 ETF (MDY) | 0.0 | $529k | 887.00 | 596.03 |
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|
| iShares Silver Trust (SLV) | 0.0 | $518k | 12k | 42.37 |
|
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| Oracle Corporation (ORCL) | 0.0 | $510k | 1.8k | 281.24 |
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| MasterCard Incorporated (MA) | 0.0 | $503k | 885.00 | 568.81 |
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| Vanguard Value ETF (VTV) | 0.0 | $502k | 2.7k | 186.49 |
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| Ameriprise Financial (AMP) | 0.0 | $499k | -7% | 1.0k | 491.25 |
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| Aon (AON) | 0.0 | $494k | 1.4k | 356.58 |
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| American Express Company (AXP) | 0.0 | $488k | 1.5k | 332.16 |
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| iShares MSCI EAFE Index Fund (EFA) | 0.0 | $479k | 5.1k | 93.37 |
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| Altria (MO) | 0.0 | $470k | 7.1k | 66.06 |
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| Visa (V) | 0.0 | $462k | 1.4k | 341.38 |
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| Wey (WEYS) | 0.0 | $426k | +8% | 14k | 30.09 |
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| Cintas Corporation (CTAS) | 0.0 | $421k | 2.1k | 205.26 |
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| Capital One Financial (COF) | 0.0 | $416k | 2.0k | 212.58 |
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| McKesson Corporation (MCK) | 0.0 | $404k | 523.00 | 772.54 |
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| Duke Energy (DUK) | 0.0 | $402k | -2% | 3.2k | 123.75 |
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| Vanguard Europe Pacific ETF (VEA) | 0.0 | $390k | 6.5k | 59.92 |
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| Waste Management (WM) | 0.0 | $388k | 1.8k | 220.83 |
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| Vanguard Information Technology ETF (VGT) | 0.0 | $388k | 519.00 | 746.63 |
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| iShares MSCI ACWI ex US Index Fund (ACWX) | 0.0 | $384k | 5.9k | 65.01 |
|
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| Union Pacific Corporation (UNP) | 0.0 | $383k | 1.6k | 236.37 |
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| Toro Company (TTC) | 0.0 | $381k | 5.0k | 76.20 |
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| Charles Schwab Corporation (SCHW) | 0.0 | $375k | 3.9k | 95.47 |
|
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| Servicenow (NOW) | 0.0 | $371k | 403.00 | 920.28 |
|
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| Amdocs Ltd ord (DOX) | 0.0 | $365k | 4.5k | 82.05 |
|
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| General Electric (GE) | 0.0 | $359k | 1.2k | 300.82 |
|
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| Parker-Hannifin Corporation (PH) | 0.0 | $356k | 470.00 | 758.15 |
|
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| Cummins (CMI) | 0.0 | $348k | 824.00 | 422.37 |
|
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| Xcel Energy (XEL) | 0.0 | $348k | +3% | 4.3k | 80.65 |
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| Utilities SPDR (XLU) | 0.0 | $345k | 4.0k | 87.21 |
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| UnitedHealth (UNH) | 0.0 | $340k | -47% | 984.00 | 345.30 |
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| Walt Disney Company (DIS) | 0.0 | $334k | -3% | 2.9k | 114.50 |
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| Morgan Stanley (MS) | 0.0 | $331k | 2.1k | 158.96 |
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| Goldman Sachs (GS) | 0.0 | $327k | 411.00 | 796.35 |
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| Howmet Aerospace (HWM) | 0.0 | $327k | 1.7k | 196.23 |
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| Bank Of Montreal Cadcom (BMO) | 0.0 | $325k | 2.5k | 130.25 |
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| iShares S&P Global Technology Sect. (IXN) | 0.0 | $324k | 3.1k | 103.21 |
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| Arthur J. Gallagher & Co. (AJG) | 0.0 | $321k | 1.0k | 309.74 |
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| Rockwell Automation (ROK) | 0.0 | $303k | 867.00 | 349.53 |
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| Marvell Technology (MRVL) | 0.0 | $264k | 3.1k | 84.07 |
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| Fidelity National Information Services (FIS) | 0.0 | $261k | 4.0k | 65.94 |
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| Global X Fds us infr dev (PAVE) | 0.0 | $257k | 5.4k | 47.63 |
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| Woodward Governor Company (WWD) | 0.0 | $253k | 1.0k | 252.71 |
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| Hca Holdings (HCA) | 0.0 | $252k | 591.00 | 426.20 |
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| Strattec Security (STRT) | 0.0 | $245k | 3.6k | 68.06 |
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| At&t (T) | 0.0 | $244k | +2% | 8.6k | 28.24 |
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| Ge Vernova (GEV) | 0.0 | $240k | -23% | 390.00 | 614.90 |
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| Nice Systems (NICE) | 0.0 | $235k | 1.6k | 144.78 |
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| Fidelity Covington Trust (FELG) | 0.0 | $234k | 5.7k | 41.12 |
|
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| iShares S&P 500 Growth Index (IVW) | 0.0 | $233k | 1.9k | 120.72 |
|
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| Applied Materials (AMAT) | 0.0 | $228k | 1.1k | 204.74 |
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| Nike (NKE) | 0.0 | $226k | 3.2k | 69.73 |
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| wisdomtreetrusdivd.. (DGRW) | 0.0 | $226k | 2.5k | 88.96 |
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| Paypal Holdings (PYPL) | 0.0 | $222k | -2% | 3.3k | 67.06 |
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| Phillips 66 (PSX) | 0.0 | $222k | NEW | 1.6k | 136.02 |
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| Microchip Technology (MCHP) | 0.0 | $216k | 3.4k | 64.22 |
|
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| Marathon Petroleum Corp (MPC) | 0.0 | $215k | NEW | 1.1k | 192.74 |
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| Thermo Fisher Scientific (TMO) | 0.0 | $214k | -48% | 442.00 | 485.02 |
|
| Intel Corporation (INTC) | 0.0 | $213k | -33% | 6.3k | 33.55 |
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| PPL Corporation (PPL) | 0.0 | $206k | NEW | 5.6k | 37.16 |
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| Charles River Laboratories (CRL) | 0.0 | $203k | NEW | 1.3k | 156.46 |
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| Wells Fargo & Company (WFC) | 0.0 | $203k | NEW | 2.4k | 83.82 |
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| Gilead Sciences (GILD) | 0.0 | $201k | NEW | 1.8k | 111.00 |
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| iShares S&P Global Clean Energy Index (ICLN) | 0.0 | $170k | -3% | 11k | 15.48 |
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| Under Armour Inc Cl C (UA) | 0.0 | $48k | NEW | 10k | 4.83 |
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| Gopro (GPRO) | 0.0 | $21k | NEW | 10k | 2.12 |
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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 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
- First Business Financial Services 2022 Q1 filed May 9, 2022