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 52.96% of First Business Financial Services's stock portfolio.
- Added to shares of these 10 stocks: JPST (+$6.7M), VTIP (+$6.6M), IEFA, VTI, RSSB, CIEN, AVGO, IJR, JPM, NVDA.
- Started 27 new stock positions in SGOL, CB, SHEL, GEV, NSC, SIVR, DNN, USCI, MGV, GPIX.
- Reduced shares in these 10 stocks: AGG, GLD, , WFC, , MCD, PG, SLV, CAT, HD.
- Sold out of its positions in EXACT Sciences Corporation, FIS, WFC.
- First Business Financial Services was a net buyer of stock by $52M.
- First Business Financial Services has $1.1B in assets under management (AUM), dropping by 3.28%.
- Central Index Key (CIK): 0001521951
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Portfolio Holdings for First Business Financial Services
First Business Financial Services holds 192 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Total Stock Market ETF (VTI) | 22.7 | $256M | 797k | 320.81 |
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| Ishares Core Msci Eafe Etf core msci eafe (IEFA) | 12.5 | $141M | +2% | 1.6M | 90.53 |
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| iShares Russell 1000 Growth Index (IWF) | 6.9 | $78M | 183k | 426.40 |
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| iShares S&P SmallCap 600 Index (IJR) | 5.5 | $62M | 501k | 124.31 |
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| Ishares Tr core div grwth (DGRO) | 5.2 | $59M | 835k | 70.18 |
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| iShares Russell 1000 Value Index (IWD) | 5.1 | $57M | 266k | 213.67 |
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| iShares S&P MidCap 400 Index (IJH) | 4.2 | $48M | 708k | 67.53 |
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| iShares Lehman Aggregate Bond (AGG) | 3.3 | $37M | 376k | 99.27 |
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| Spdr S&p 500 Etf (SPY) | 2.5 | $29M | 44k | 650.34 |
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| First Business Financial Services (FBIZ) | 1.7 | $20M | 361k | 53.93 |
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| J P Morgan Exchange Traded F ultra shrt (JPST) | 1.6 | $18M | +60% | 350k | 50.61 |
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| NVIDIA Corporation (NVDA) | 1.5 | $17M | +5% | 100k | 174.40 |
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| Apple (AAPL) | 1.3 | $15M | +4% | 60k | 253.79 |
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| Broadcom (AVGO) | 1.1 | $13M | +10% | 42k | 309.51 |
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| Alphabet Inc Class A cs (GOOGL) | 1.1 | $12M | +8% | 42k | 287.56 |
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| Ciena Corporation (CIEN) | 1.0 | $12M | +12% | 30k | 388.23 |
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| JPMorgan Chase & Co. (JPM) | 0.9 | $10M | +10% | 35k | 294.16 |
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| Quanta Services (PWR) | 0.8 | $8.5M | +10% | 16k | 549.02 |
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| Arista Networks (ANET) | 0.7 | $8.1M | +12% | 66k | 122.78 |
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| Microsoft Corporation (MSFT) | 0.6 | $6.7M | +2% | 18k | 370.17 |
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| Vanguard Malvern Fds strm infproidx (VTIP) | 0.6 | $6.6M | NEW | 133k | 49.95 |
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| Lam Research (LRCX) | 0.6 | $6.6M | +14% | 31k | 213.66 |
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| Eli Lilly & Co. (LLY) | 0.5 | $5.9M | +12% | 6.4k | 919.77 |
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| iShares S&P Natl AMTFr Mncpl Bd (MUB) | 0.5 | $5.6M | +17% | 53k | 106.15 |
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| Exxon Mobil Corporation (XOM) | 0.4 | $5.0M | +8% | 29k | 169.66 |
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| Ishares Tr Msci Usa Momentum Factor (MTUM) | 0.4 | $4.9M | 20k | 239.99 |
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| Technology SPDR (XLK) | 0.4 | $4.9M | 37k | 132.90 |
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| AmerisourceBergen (COR) | 0.4 | $4.8M | +11% | 15k | 314.14 |
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| Costco Wholesale Corporation (COST) | 0.4 | $4.6M | +10% | 4.6k | 996.43 |
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| Citigroup (C) | 0.4 | $4.5M | +11% | 40k | 113.41 |
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| Berkshire Hathaway (BRK.A) | 0.4 | $4.3M | 6.00 | 718140.00 |
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| Analog Devices (ADI) | 0.4 | $4.3M | +11% | 13k | 318.14 |
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| iShares S&P 500 Index (IVV) | 0.4 | $4.2M | +10% | 6.5k | 653.21 |
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| Bank of America Corporation (BAC) | 0.3 | $3.8M | +8% | 78k | 48.75 |
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| Metropcs Communications (TMUS) | 0.3 | $3.6M | +19% | 17k | 210.03 |
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| General Dynamics Corporation (GD) | 0.3 | $3.4M | +11% | 9.9k | 343.22 |
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| Energy Select Sector SPDR (XLE) | 0.3 | $3.3M | 54k | 61.26 |
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| Nucor Corporation (NUE) | 0.3 | $3.3M | +10% | 20k | 169.10 |
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| Equinix (EQIX) | 0.3 | $3.2M | +11% | 3.3k | 980.24 |
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| Stryker Corporation (SYK) | 0.3 | $3.2M | +11% | 9.7k | 328.59 |
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| Republic Services (RSG) | 0.3 | $3.1M | +13% | 14k | 219.02 |
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| TJX Companies (TJX) | 0.3 | $3.1M | +8% | 20k | 159.70 |
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| Nextera Energy (NEE) | 0.3 | $3.1M | +9% | 33k | 92.88 |
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| Coca-Cola Company (KO) | 0.3 | $2.9M | 39k | 76.05 |
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| Electronic Arts (EA) | 0.3 | $2.9M | 14k | 203.87 |
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| Expedia (EXPE) | 0.3 | $2.8M | +11% | 12k | 230.89 |
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| Prudential Financial (PRU) | 0.2 | $2.7M | +11% | 28k | 97.69 |
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| Intercontinental Exchange (ICE) | 0.2 | $2.7M | +17% | 17k | 157.28 |
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| Texas Instruments Incorporated (TXN) | 0.2 | $2.6M | +10% | 14k | 194.14 |
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| Amazon (AMZN) | 0.2 | $2.6M | +14% | 12k | 208.27 |
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| Facebook Inc cl a (META) | 0.2 | $2.5M | +12% | 4.3k | 572.13 |
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| Cisco Systems (CSCO) | 0.2 | $2.4M | +2% | 31k | 77.59 |
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| Toll Brothers (TOL) | 0.2 | $2.3M | +12% | 17k | 136.47 |
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| Industrial SPDR (XLI) | 0.2 | $2.3M | 14k | 161.73 |
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| Lowe's Companies (LOW) | 0.2 | $2.2M | +11% | 9.4k | 236.28 |
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| Tidal Tr Ii (RSSB) | 0.2 | $2.1M | NEW | 78k | 27.21 |
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| Darden Restaurants (DRI) | 0.2 | $2.1M | +12% | 11k | 196.04 |
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| Oshkosh Corporation (OSK) | 0.2 | $2.1M | +16% | 14k | 147.21 |
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| Netflix (NFLX) | 0.2 | $2.0M | +6% | 21k | 96.15 |
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| Schlumberger (SLB) | 0.2 | $2.0M | +8% | 39k | 51.39 |
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| Alphabet Inc Class C cs (GOOG) | 0.2 | $2.0M | 6.9k | 286.86 |
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| Kroger (KR) | 0.2 | $1.9M | +17% | 26k | 72.36 |
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| SPDR Gold Trust (GLD) | 0.2 | $1.8M | -19% | 4.2k | 430.29 |
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| Philip Morris International (PM) | 0.2 | $1.7M | 11k | 165.34 |
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| American Electric Power Company (AEP) | 0.2 | $1.7M | +15% | 13k | 131.08 |
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| Abbvie (ABBV) | 0.1 | $1.6M | +4% | 7.2k | 217.49 |
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| Iqvia Holdings (IQV) | 0.1 | $1.5M | +13% | 9.0k | 170.54 |
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| iShares Russell 1000 Index (IWB) | 0.1 | $1.5M | 4.2k | 356.56 |
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| Consumer Discretionary SPDR (XLY) | 0.1 | $1.4M | 13k | 108.98 |
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| Vanguard Small-Cap ETF (VB) | 0.1 | $1.3M | 5.1k | 261.92 |
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| Qualcomm (QCOM) | 0.1 | $1.3M | +10% | 10k | 128.78 |
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| Palantir Technologies (PLTR) | 0.1 | $1.3M | +8% | 8.8k | 146.28 |
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| Colgate-Palmolive Company (CL) | 0.1 | $1.3M | +22% | 15k | 85.23 |
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| iShares Russell 2000 Index (IWM) | 0.1 | $1.2M | 5.0k | 248.00 |
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| Corning Incorporated (GLW) | 0.1 | $1.2M | +7% | 9.0k | 135.97 |
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| Apollo Global Mgmt (APO) | 0.1 | $1.2M | +26% | 11k | 111.42 |
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| Financial Select Sector SPDR (XLF) | 0.1 | $1.2M | 24k | 49.37 |
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| Johnson & Johnson (JNJ) | 0.1 | $1.1M | 4.6k | 244.44 |
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| Vanguard Telecommunication Services ETF (VOX) | 0.1 | $1.1M | 6.2k | 179.84 |
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| Wal-Mart Stores (WMT) | 0.1 | $1.1M | +6% | 8.8k | 124.28 |
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| Allegheny Technologies Incorporated (ATI) | 0.1 | $1.1M | 7.5k | 145.46 |
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| Merck & Co (MRK) | 0.1 | $1.1M | 8.8k | 120.29 |
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| Berkshire Hathaway (BRK.B) | 0.1 | $1.1M | +7% | 2.2k | 479.20 |
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| salesforce (CRM) | 0.1 | $991k | +23% | 5.3k | 186.67 |
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| iShares Russell 2000 Growth Index (IWO) | 0.1 | $983k | 3.1k | 313.81 |
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| Asml Holding (ASML) | 0.1 | $967k | 732.00 | 1320.83 |
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| Vanguard Mid-Cap ETF (VO) | 0.1 | $920k | +7% | 3.2k | 287.18 |
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| iShares Russell 2000 Value Index (IWN) | 0.1 | $873k | 4.6k | 189.59 |
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| Nushares Etf Tr a (NULV) | 0.1 | $861k | 19k | 45.50 |
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| Select Sector Spdr Tr Communic etfeqty (XLC) | 0.1 | $811k | 7.3k | 110.86 |
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| Ishares Tr usa min vo (USMV) | 0.1 | $806k | 8.7k | 92.74 |
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| Blackrock (BLK) | 0.1 | $803k | 835.00 | 961.71 |
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| Eaton (ETN) | 0.1 | $777k | +8% | 2.2k | 357.67 |
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| Procter & Gamble Company (PG) | 0.1 | $774k | -15% | 5.4k | 144.44 |
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| Accenture (ACN) | 0.1 | $771k | 3.9k | 198.29 |
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| TransDigm Group Incorporated (TDG) | 0.1 | $756k | 652.00 | 1158.96 |
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| Simplify Exchange Traded Fun (CTA) | 0.1 | $731k | NEW | 24k | 30.22 |
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| Advanced Micro Devices (AMD) | 0.1 | $713k | +11% | 3.5k | 203.43 |
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| iShares Silver Trust (SLV) | 0.1 | $704k | -15% | 10k | 68.14 |
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| Mondelez Int (MDLZ) | 0.1 | $699k | 12k | 57.64 |
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| MasterCard Incorporated (MA) | 0.1 | $691k | +56% | 1.4k | 499.66 |
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| Vanguard Growth ETF (VUG) | 0.1 | $677k | +3% | 1.6k | 436.79 |
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| Illinois Tool Works (ITW) | 0.1 | $652k | -3% | 2.5k | 260.29 |
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| Intuitive Surgical (ISRG) | 0.1 | $618k | +8% | 1.3k | 460.99 |
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| Abbott Laboratories (ABT) | 0.1 | $597k | +6% | 5.8k | 102.67 |
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| Pepsi (PEP) | 0.1 | $592k | 3.8k | 155.29 |
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| MGE Energy (MGEE) | 0.1 | $576k | +19% | 7.5k | 77.29 |
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| Essential Utils (WTRG) | 0.1 | $570k | NEW | 14k | 40.27 |
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| Chevron Corporation (CVX) | 0.1 | $565k | 2.7k | 206.90 |
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| Altria (MO) | 0.0 | $548k | +16% | 8.3k | 65.99 |
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| SPDR S&P MidCap 400 ETF (MDY) | 0.0 | $547k | 887.00 | 616.76 |
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| Vanguard Value ETF (VTV) | 0.0 | $528k | 2.7k | 196.20 |
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| Home Depot (HD) | 0.0 | $523k | -7% | 1.6k | 328.89 |
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| Southern Company (SO) | 0.0 | $508k | +18% | 5.3k | 96.52 |
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| Tetra Tech (TTEK) | 0.0 | $507k | 17k | 30.12 |
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| iShares MSCI EAFE Index Fund (EFA) | 0.0 | $498k | 5.1k | 97.13 |
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| Te Connectivity (TEL) | 0.0 | $496k | 2.4k | 209.02 |
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| McDonald's Corporation (MCD) | 0.0 | $495k | -27% | 1.6k | 310.79 |
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| International Business Machines (IBM) | 0.0 | $486k | +13% | 2.0k | 242.39 |
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| Cintas Corporation (CTAS) | 0.0 | $485k | +39% | 2.9k | 169.14 |
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| Wey (WEYS) | 0.0 | $454k | 14k | 32.05 |
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| McKesson Corporation (MCK) | 0.0 | $453k | 523.00 | 865.36 |
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| Ameriprise Financial (AMP) | 0.0 | $451k | 1.0k | 444.40 |
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| Aon (AON) | 0.0 | $447k | 1.4k | 322.78 |
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| American Express Company (AXP) | 0.0 | $445k | 1.5k | 302.48 |
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| Cummins (CMI) | 0.0 | $443k | 824.00 | 538.02 |
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| Parker-Hannifin Corporation (PH) | 0.0 | $421k | 470.00 | 895.24 |
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| Vanguard Europe Pacific ETF (VEA) | 0.0 | $421k | +2% | 6.6k | 64.08 |
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| Caterpillar (CAT) | 0.0 | $417k | -12% | 589.00 | 708.46 |
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| iShares MSCI ACWI ex US Index Fund (ACWX) | 0.0 | $404k | 5.9k | 68.47 |
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| Duke Energy (DUK) | 0.0 | $402k | 3.1k | 130.94 |
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| Alliant Energy Corporation (LNT) | 0.0 | $391k | 5.4k | 71.76 |
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| Waste Management (WM) | 0.0 | $381k | 1.7k | 229.79 |
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| Bank Of Montreal Cadcom (BMO) | 0.0 | $377k | +13% | 2.8k | 135.34 |
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| Applied Materials (AMAT) | 0.0 | $372k | 1.1k | 341.79 |
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| Visa (V) | 0.0 | $371k | 1.2k | 302.24 |
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| Utilities SPDR (XLU) | 0.0 | $363k | 7.9k | 45.89 |
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| Vanguard Information Technology ETF (VGT) | 0.0 | $362k | 519.00 | 697.72 |
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| Woodward Governor Company (WWD) | 0.0 | $358k | 1.0k | 357.92 |
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| Thomson Reuters Corp. (TRI) | 0.0 | $355k | 3.9k | 89.98 |
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| Union Pacific Corporation (UNP) | 0.0 | $345k | 1.4k | 242.62 |
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| Morgan Stanley (MS) | 0.0 | $342k | 2.1k | 164.57 |
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| General Electric (GE) | 0.0 | $337k | 1.2k | 283.77 |
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| Blackstone Group Inc Com Cl A (BX) | 0.0 | $335k | NEW | 2.9k | 114.99 |
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| Xcel Energy (XEL) | 0.0 | $332k | 4.2k | 79.44 |
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| United Sts Commodity Index F (USCI) | 0.0 | $331k | NEW | 3.5k | 95.32 |
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| Altc Acquisition Corp (OKLO) | 0.0 | $330k | 6.7k | 49.59 |
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| iShares S&P Global Technology Sect. (IXN) | 0.0 | $314k | 3.1k | 99.97 |
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| Goldman Sachs (GS) | 0.0 | $314k | 371.00 | 845.99 |
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| Marvell Technology (MRVL) | 0.0 | $308k | 3.1k | 99.05 |
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| Pulte (PHM) | 0.0 | $306k | NEW | 2.6k | 117.61 |
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| SPDR S&P World ex-US (SPDW) | 0.0 | $294k | NEW | 6.4k | 45.65 |
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| Amdocs Ltd ord (DOX) | 0.0 | $290k | 4.5k | 65.26 |
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| Capital One Financial (COF) | 0.0 | $284k | 1.6k | 182.43 |
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| PNC Financial Services (PNC) | 0.0 | $283k | 1.4k | 208.09 |
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| Strattec Security (STRT) | 0.0 | $282k | 3.6k | 78.34 |
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| EOG Resources (EOG) | 0.0 | $279k | NEW | 1.9k | 144.57 |
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| Global X Fds us infr dev (PAVE) | 0.0 | $274k | 5.4k | 50.81 |
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| Aberdeen Standard Physical Swiss Gold Shares Etf etf (SGOL) | 0.0 | $272k | NEW | 6.1k | 44.62 |
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| Charles Schwab Corporation (SCHW) | 0.0 | $271k | 2.9k | 93.98 |
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| Phillips 66 (PSX) | 0.0 | $268k | NEW | 1.5k | 182.18 |
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| Oracle Corporation (ORCL) | 0.0 | $264k | 1.8k | 147.11 |
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| Thermo Fisher Scientific (TMO) | 0.0 | $263k | +30% | 535.00 | 491.53 |
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| U.S. Bancorp (USB) | 0.0 | $263k | -6% | 5.1k | 52.01 |
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| Gilead Sciences (GILD) | 0.0 | $260k | +8% | 1.9k | 139.37 |
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| Servicenow (NOW) | 0.0 | $237k | +14% | 2.3k | 104.55 |
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| Rockwell Automation (ROK) | 0.0 | $235k | 655.00 | 358.88 |
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| Verizon Communications (VZ) | 0.0 | $227k | NEW | 4.5k | 50.20 |
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| Aberdeen Standard Physical Silver Shares Etf etf (SIVR) | 0.0 | $226k | NEW | 3.2k | 71.61 |
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| Arthur J. Gallagher & Co. (AJG) | 0.0 | $225k | 1.0k | 216.58 |
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| Ge Vernova (GEV) | 0.0 | $224k | NEW | 257.00 | 872.90 |
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| Charles River Laboratories (CRL) | 0.0 | $224k | 1.3k | 172.50 |
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| wisdomtreetrusdivd.. (DGRW) | 0.0 | $223k | 2.5k | 87.84 |
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| Walt Disney Company (DIS) | 0.0 | $220k | 2.3k | 96.38 |
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| iShares S&P 500 Growth Index (IVW) | 0.0 | $219k | 1.9k | 113.11 |
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| Norfolk Southern (NSC) | 0.0 | $218k | NEW | 758.00 | 287.00 |
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| Hilton Worldwide Holdings (HLT) | 0.0 | $214k | NEW | 705.00 | 304.08 |
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| Fidelity Covington Trust (FELG) | 0.0 | $214k | 5.7k | 37.49 |
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| PPL Corporation (PPL) | 0.0 | $212k | NEW | 5.6k | 38.20 |
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| Shell Adr Each Rep 2 Ord Wi (SHEL) | 0.0 | $210k | NEW | 2.3k | 93.00 |
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| Marathon Petroleum Corp (MPC) | 0.0 | $209k | NEW | 857.00 | 244.18 |
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| First Tr Exchange-traded (RDVI) | 0.0 | $206k | NEW | 8.1k | 25.55 |
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| Vanguard Mega Cap 300 Value Index ETF (MGV) | 0.0 | $205k | NEW | 1.4k | 144.95 |
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| Goldman Sachs Etf Tr (GPIX) | 0.0 | $204k | NEW | 4.1k | 50.04 |
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| UnitedHealth (UNH) | 0.0 | $203k | -14% | 750.00 | 270.59 |
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| Microchip Technology (MCHP) | 0.0 | $203k | NEW | 3.1k | 64.61 |
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| Goldman Sachs Etf Tr (GPIQ) | 0.0 | $202k | NEW | 4.1k | 49.49 |
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| Truist Financial Corp equities (TFC) | 0.0 | $201k | 4.4k | 45.97 |
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| iShares Russell Midcap Value Index (IWS) | 0.0 | $201k | NEW | 1.4k | 145.74 |
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| Chubb (CB) | 0.0 | $200k | NEW | 614.00 | 325.93 |
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| Under Armour Inc Cl C (UA) | 0.0 | $116k | +100% | 20k | 5.79 |
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| Denison Mines Corp (DNN) | 0.0 | $35k | NEW | 10k | 3.53 |
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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 2026 Q1 filed May 1, 2026
- 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