First Business Financial Services

Latest statistics and disclosures from First Business Financial Services's latest quarterly 13F-HR filing:

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Portfolio Holdings for First Business Financial Services

First Business Financial Services holds 207 positions in its portfolio as reported in the September 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Total Stock Market ETF (VTI) 23.2 $298M 795k 374.24
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Ishares Core Msci Eafe Etf core msci eafe (IEFA) 11.8 $151M 1.6M 96.88
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iShares Russell 1000 Growth Index (IWF) 7.2 $92M 736k 125.26
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iShares S&P SmallCap 600 Index (IJR) 5.3 $69M 503k 136.04
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iShares Russell 1000 Value Index (IWD) 5.1 $66M 264k 247.93
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Ishares Tr core div grwth (DGRO) 5.0 $64M 847k 75.39
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iShares Lehman Aggregate Bond (AGG) 3.1 $40M +8% 423k 94.54
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Spdr S&p 500 Etf (SPY) 2.6 $33M 44k 762.63
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NVIDIA Corporation (NVDA) 1.9 $24M +2% 105k 228.38
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First Business Financial Services (FBIZ) 1.8 $23M -3% 327k 68.78
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J P Morgan Exchange Traded F ultra shrt (JPST) 1.6 $20M +9% 398k 50.37
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Apple (AAPL) 1.5 $19M -5% 56k 333.02
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iShares S&P MidCap 400 Index (IJH) 1.3 $17M -66% 237k 71.95
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Alphabet Inc Class A cs (GOOGL) 1.2 $15M +2% 45k 344.08
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Broadcom (AVGO) 1.2 $15M +3% 43k 351.19
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Arista Networks (ANET) 1.1 $14M 70k 203.59
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JPMorgan Chase & Co. (JPM) 1.0 $12M 37k 330.83
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Lam Research (LRCX) 0.9 $12M +7% 35k 328.51
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Flexshares Tr mornstar upstr (GUNR) 0.8 $11M NEW 188k 56.53
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Ciena Corporation (CIEN) 0.8 $10M 29k 351.82
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iShares S&P Global Infrastructure Index (IGF) 0.8 $10M NEW 163k 61.56
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Quanta Services (PWR) 0.8 $10M 16k 642.51
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Microsoft Corporation (MSFT) 0.8 $9.9M +3% 19k 512.90
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Vanguard Malvern Fds strm infproidx (VTIP) 0.6 $8.2M +10% 166k 49.22
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Eli Lilly & Co. (LLY) 0.6 $7.8M +2% 6.8k 1157.08
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Technology SPDR (XLK) 0.6 $7.1M 37k 195.75
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iShares S&P 500 Index (IVV) 0.5 $6.6M 8.7k 765.85
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Ishares Tr Msci Usa Momentum Factor (MTUM) 0.5 $6.5M 20k 317.34
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iShares S&P Natl AMTFr Mncpl Bd (MUB) 0.5 $6.0M +9% 60k 101.10
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Analog Devices (ADI) 0.4 $5.6M +2% 14k 396.71
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Citigroup (C) 0.4 $5.5M +2% 42k 129.48
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Exxon Mobil Corp (XOM) 0.4 $5.0M NEW 31k 162.75
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Nucor Corporation (NUE) 0.4 $4.9M 21k 233.75
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AmerisourceBergen (COR) 0.4 $4.8M 16k 300.25
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Berkshire Hathaway (BRK.A) 0.4 $4.5M 6.00 747005.00
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Bank of America Corporation (BAC) 0.3 $4.4M 81k 54.43
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Costco Wholesale Corporation (COST) 0.3 $4.4M 4.8k 910.34
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Texas Instruments Incorporated (TXN) 0.3 $4.0M +2% 14k 280.09
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General Dynamics Corporation (GD) 0.3 $3.5M +3% 11k 331.83
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Equinix (EQIX) 0.3 $3.5M +2% 3.5k 1011.58
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Tidal Tr Ii (RSSB) 0.3 $3.5M 119k 29.68
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Coca-Cola Company (KO) 0.3 $3.5M 40k 86.08
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Expedia (EXPE) 0.3 $3.4M +2% 13k 263.36
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Amazon (AMZN) 0.3 $3.4M +5% 14k 249.15
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Energy Select Sector SPDR (XLE) 0.3 $3.3M 54k 61.50
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Prudential Financial (PRU) 0.3 $3.3M +2% 29k 113.58
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Cisco Systems (CSCO) 0.2 $3.1M -8% 28k 107.63
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Generac Holdings (GNRC) 0.2 $3.0M +1990% 15k 206.95
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Metropcs Communications (TMUS) 0.2 $2.9M +3% 18k 163.08
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Intercontinental Exchange (ICE) 0.2 $2.9M +6% 19k 152.03
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Stryker Corporation (SYK) 0.2 $2.8M +2% 10k 275.39
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TJX Companies (TJX) 0.2 $2.8M +4% 21k 132.31
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Nextera Energy (NEE) 0.2 $2.7M +2% 35k 75.74
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Iqvia Holdings (IQV) 0.2 $2.6M +4% 9.8k 268.85
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Toll Brothers (TOL) 0.2 $2.6M +5% 19k 134.75
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Alphabet Inc Class C cs (GOOG) 0.2 $2.4M 7.0k 340.74
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Advanced Micro Devices (AMD) 0.2 $2.4M +7% 3.9k 611.76
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Industrial SPDR (XLI) 0.2 $2.3M 14k 166.98
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Darden Restaurants (DRI) 0.2 $2.2M +2% 11k 193.25
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Doordash (DASH) 0.2 $2.0M NEW 11k 183.55
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Philip Morris International (PM) 0.2 $2.0M 11k 190.82
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Schlumberger (SLB) 0.2 $2.0M 41k 48.72
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Oshkosh Corporation (OSK) 0.2 $2.0M +4% 15k 128.82
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Qualcomm (QCOM) 0.2 $2.0M +2% 11k 184.04
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Palantir Technologies (PLTR) 0.2 $2.0M +19% 10k 187.05
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Lowe's Companies (LOW) 0.2 $1.9M +7% 11k 184.29
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Abbvie (ABBV) 0.1 $1.8M 7.1k 261.59
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Howmet Aerospace (HWM) 0.1 $1.8M +5% 8.1k 226.18
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iShares Russell 1000 Index (IWB) 0.1 $1.8M 4.2k 416.13
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SPDR Gold Trust (GLD) 0.1 $1.8M +8% 4.6k 380.84
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American Electric Power Company (AEP) 0.1 $1.7M +2% 14k 118.64
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Berkshire Hathaway (BRK.B) 0.1 $1.7M +18% 3.4k 497.95
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Kroger (KR) 0.1 $1.7M +2% 28k 58.62
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Netflix (NFLX) 0.1 $1.6M +4% 23k 69.58
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Colgate-Palmolive Company (CL) 0.1 $1.5M +7% 18k 85.32
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Vanguard Small-Cap ETF (VB) 0.1 $1.4M 5.1k 284.49
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Consumer Discretionary SPDR (XLY) 0.1 $1.4M 13k 108.84
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Apollo Global Mgmt (APO) 0.1 $1.4M +3% 12k 116.06
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iShares Russell 2000 Index (IWM) 0.1 $1.4M 5.0k 277.89
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salesforce (CRM) 0.1 $1.4M +7% 6.0k 229.57
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Allegheny Technologies Incorporated (ATI) 0.1 $1.4M 7.2k 189.40
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Asml Holding (ASML) 0.1 $1.3M 732.00 1811.67
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Corning Incorporated (GLW) 0.1 $1.3M 8.5k 153.76
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Merck & Co (MRK) 0.1 $1.3M 8.9k 145.31
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Financial Select Sector SPDR (XLF) 0.1 $1.3M 24k 53.40
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Johnson & Johnson (JNJ) 0.1 $1.3M 4.8k 264.74
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Facebook Inc cl a (META) 0.1 $1.2M -64% 1.6k 725.18
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Eaton (ETN) 0.1 $1.2M +12% 2.8k 429.71
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Vanguard Telecommunication Services ETF (VOX) 0.1 $1.2M 6.2k 190.59
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iShares Russell 2000 Growth Index (IWO) 0.1 $1.1M 3.1k 356.90
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Wal-Mart Stores (WMT) 0.1 $1.1M +6% 10k 103.92
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Simplify Exchange Traded Fun (CTA) 0.1 $1.0M 36k 28.84
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Nushares Etf Tr a (NULV) 0.1 $1.0M 19k 52.65
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Vanguard Mid-Cap ETF (VO) 0.1 $1.0M 13k 78.42
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iShares Russell 2000 Value Index (IWN) 0.1 $964k 4.6k 209.45
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Blackrock (BLK) 0.1 $886k 837.00 1058.29
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Ishares Tr usa min vo (USMV) 0.1 $847k 8.7k 97.44
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Vanguard Growth ETF (VUG) 0.1 $812k 9.0k 90.11
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Procter & Gamble Company (PG) 0.1 $796k 5.5k 145.28
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Marvell Technology (MRVL) 0.1 $796k 3.0k 264.21
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Cintas Corporation (CTAS) 0.1 $784k +19% 4.0k 195.06
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Select Sector Spdr Tr Communic etfeqty (XLC) 0.1 $783k -3% 7.1k 110.97
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Wey (WEYS) 0.1 $745k +8% 15k 48.41
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MasterCard Incorporated (MA) 0.1 $715k -9% 1.3k 551.47
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TransDigm Group Incorporated (TDG) 0.1 $708k 654.00 1082.60
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Mondelez Int (MDLZ) 0.1 $706k 12k 57.82
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Illinois Tool Works (ITW) 0.1 $650k 2.5k 257.28
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iShares Silver Trust (SLV) 0.1 $645k +14% 12k 54.51
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Applied Materials (AMAT) 0.0 $612k 1.2k 511.38
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Chevron Corporation (CVX) 0.0 $607k -3% 3.0k 204.21
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Ameriprise Financial (AMP) 0.0 $606k +21% 1.2k 492.35
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Cummins (CMI) 0.0 $601k +39% 1.2k 516.57
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International Business Machines (IBM) 0.0 $586k +9% 2.7k 219.93
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SPDR S&P MidCap 400 ETF (MDY) 0.0 $583k 887.00 656.71
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Vanguard Value ETF (VTV) 0.0 $581k 2.7k 216.08
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Abbott Laboratories (ABT) 0.0 $579k -2% 5.9k 98.83
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Altria (MO) 0.0 $565k 8.4k 67.34
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Tetra Tech (TTEK) 0.0 $554k 17k 32.95
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McKesson Corporation (MCK) 0.0 $549k +20% 643.00 853.81
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Hilton Worldwide Holdings (HLT) 0.0 $542k +63% 1.7k 318.12
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Visa (V) 0.0 $537k +8% 1.5k 359.33
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iShares MSCI EAFE Index Fund (EFA) 0.0 $533k 5.1k 103.89
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Intuitive Surgical (ISRG) 0.0 $528k -4% 1.3k 406.63
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Vanguard Information Technology ETF (VGT) 0.0 $522k 4.2k 125.67
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MGE Energy (MGEE) 0.0 $518k 7.5k 69.45
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Blackstone Group Inc Com Cl A (BX) 0.0 $514k +82% 4.6k 112.09
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General Electric (GE) 0.0 $512k +4% 1.6k 312.29
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Te Connectivity (TEL) 0.0 $501k 2.4k 211.08
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Caterpillar (CAT) 0.0 $487k 601.00 810.79
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Pepsi (PEP) 0.0 $473k -2% 3.7k 126.72
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iShares S&P Global Technology Sect. (IXN) 0.0 $466k 3.1k 148.22
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Bank Of Montreal Cadcom (BMO) 0.0 $466k 2.8k 167.25
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Vanguard Europe Pacific ETF (VEA) 0.0 $463k 6.6k 70.61
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Parker-Hannifin Corporation (PH) 0.0 $449k 470.00 955.42
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American Express Company (AXP) 0.0 $449k 1.5k 304.10
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iShares MSCI ACWI ex US Index Fund (ACWX) 0.0 $447k 5.9k 75.62
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Micron Technology (MU) 0.0 $442k 415.00 1065.11
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Southern Company (SO) 0.0 $441k 5.3k 82.89
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Ge Vernova (GEV) 0.0 $422k +43% 444.00 950.49
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Phillips 66 (PSX) 0.0 $419k -4% 1.6k 255.31
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Alliant Energy Corporation (LNT) 0.0 $411k 6.5k 63.30
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Home Depot (HD) 0.0 $408k -11% 1.4k 284.49
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Morgan Stanley (MS) 0.0 $402k 2.1k 188.08
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Union Pacific Corporation (UNP) 0.0 $391k 1.4k 272.13
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Thomsoncorp (TRI) 0.0 $384k 3.9k 97.33
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Charles River Laboratories (CRL) 0.0 $384k 1.3k 295.01
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United Sts Commodity Index F (USCI) 0.0 $380k 3.5k 109.42
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Duke Energy (DUK) 0.0 $373k 3.3k 114.01
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W.W. Grainger (GWW) 0.0 $368k NEW 295.00 1245.76
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Palo Alto Networks (PANW) 0.0 $356k NEW 897.00 397.31
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Global X Fds us infr dev (PAVE) 0.0 $346k 6.6k 52.50
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Aon (AON) 0.0 $344k 1.2k 276.77
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Waste Management (WM) 0.0 $344k 1.7k 203.92
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Servicenow (NOW) 0.0 $343k +15% 2.6k 134.01
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Marathon Petroleum Corp (MPC) 0.0 $339k 857.00 395.42
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Goldman Sachs (GS) 0.0 $334k 371.00 900.36
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Woodward Governor Company (WWD) 0.0 $329k 1.0k 328.59
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SPDR S&P World ex-US (SPDW) 0.0 $324k 6.4k 50.21
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Utilities SPDR (XLU) 0.0 $312k 7.9k 39.44
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Rockwell Automation (ROK) 0.0 $310k 712.00 435.33
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Gilead Sciences (GILD) 0.0 $308k -6% 2.1k 149.05
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Pulte (PHM) 0.0 $305k 2.6k 116.06
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Thermo Fisher Scientific (TMO) 0.0 $300k -4% 445.00 675.05
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Seagate Technology (STX) 0.0 $296k 321.00 922.34
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Intel Corporation (INTC) 0.0 $295k 2.5k 120.23
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Xcel Energy (XEL) 0.0 $295k 4.2k 70.48
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Capital One Financial (COF) 0.0 $291k -4% 1.5k 193.07
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Constellation Energy (CEG) 0.0 $289k +36% 1.1k 254.02
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Iron Mountain (IRM) 0.0 $288k NEW 2.6k 110.95
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Republic Services (RSG) 0.0 $286k -90% 1.4k 209.87
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Oracle Corporation (ORCL) 0.0 $283k +3% 2.1k 137.30
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Shopify Inc cl a (SHOP) 0.0 $283k NEW 1.9k 148.30
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U.S. Bancorp (USB) 0.0 $271k -7% 4.7k 57.76
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UnitedHealth (UNH) 0.0 $270k -4% 736.00 367.08
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iShares S&P 500 Growth Index (IVW) 0.0 $265k 1.9k 142.26
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ConocoPhillips (COP) 0.0 $262k NEW 2.1k 125.15
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Taiwan Semiconductor Mfg (TSM) 0.0 $259k 567.00 456.19
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Verizon Communications (VZ) 0.0 $252k +8% 5.5k 45.87
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Fortinet (FTNT) 0.0 $249k NEW 1.4k 178.76
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Fidelity Covington Trust (FELG) 0.0 $248k 5.5k 45.09
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Vanguard Mega Cap 300 Value Index ETF (MGV) 0.0 $247k 1.5k 161.09
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wisdomtreetrusdivd.. (DGRW) 0.0 $247k 2.5k 97.24
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Microchip Technology (MCHP) 0.0 $244k 3.1k 77.77
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Linde (LIN) 0.0 $244k NEW 513.00 474.65
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Aberdeen Standard Physical Swiss Gold Shares Etf etf (SGOL) 0.0 $241k 6.1k 39.56
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Uber Technologies (UBER) 0.0 $241k +20% 3.5k 68.51
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Norfolk Southern (NSC) 0.0 $240k 776.00 309.00
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Arthur J. Gallagher & Co. (AJG) 0.0 $237k 1.0k 228.11
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Goldman Sachs Etf Tr (GPIQ) 0.0 $236k 4.1k 57.98
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Essential Utils (WTRG) 0.0 $235k 6.0k 39.19
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Strattec Security (STRT) 0.0 $234k 3.6k 64.96
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Amdocs Ltd ord (DOX) 0.0 $231k 4.0k 57.18
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Goldman Sachs Etf Tr (GPIX) 0.0 $228k 4.1k 55.83
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Valero Energy Corporation (VLO) 0.0 $226k NEW 584.00 387.61
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Amgen (AMGN) 0.0 $226k NEW 537.00 421.51
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First Tr Exchange-traded (RDVI) 0.0 $225k 8.1k 27.88
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Shell Adr Each Rep 2 Ord Wi (SHEL) 0.0 $224k NEW 2.4k 95.05
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EOG Resources (EOG) 0.0 $224k 1.6k 137.76
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iShares Russell Midcap Value Index (IWS) 0.0 $221k 1.4k 160.74
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Charles Schwab Corporation (SCHW) 0.0 $220k -25% 2.3k 97.74
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Truist Financial Corp equities (TFC) 0.0 $220k 4.7k 46.30
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Wells Fargo & Company (WFC) 0.0 $217k 2.7k 80.05
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Raytheon Technologies Corp (RTX) 0.0 $211k NEW 1.1k 185.65
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Altc Acquisition Corp (OKLO) 0.0 $209k -15% 5.7k 37.02
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PPL Corporation (PPL) 0.0 $206k 6.3k 32.89
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Chubb (CB) 0.0 $203k 625.00 325.25
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McDonald's Corporation (MCD) 0.0 $200k 867.00 230.94
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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

View all past filings