First Business Financial Services as of June 30, 2025
Portfolio Holdings for First Business Financial Services
First Business Financial Services holds 185 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Vanguard Total Stock Market ETF (VTI) | 24.7 | $274M | 902k | 303.93 | |
| Ishares Core Msci Eafe Etf core msci eafe (IEFA) | 12.8 | $142M | 1.7M | 83.48 | |
| iShares Russell 1000 Growth Index (IWF) | 7.9 | $87M | 205k | 424.58 | |
| iShares S&P SmallCap 600 Index (IJR) | 5.5 | $62M | 563k | 109.29 | |
| Ishares Tr core div grwth (DGRO) | 5.4 | $60M | 937k | 63.94 | |
| iShares Russell 1000 Value Index (IWD) | 5.2 | $57M | 295k | 194.23 | |
| iShares S&P MidCap 400 Index (IJH) | 4.4 | $49M | 790k | 62.02 | |
| iShares Lehman Aggregate Bond (AGG) | 3.2 | $35M | 357k | 99.20 | |
| Spdr S&p 500 Etf (SPY) | 2.5 | $27M | 44k | 617.85 | |
| First Business Financial Services (FBIZ) | 1.8 | $20M | 395k | 50.66 | |
| NVIDIA Corporation (NVDA) | 1.4 | $16M | 102k | 157.99 | |
| Apple (AAPL) | 1.1 | $12M | 60k | 205.17 | |
| Broadcom (AVGO) | 1.0 | $11M | 40k | 275.65 | |
| J P Morgan Exchange Traded F ultra shrt (JPST) | 0.9 | $10M | 197k | 50.68 | |
| JPMorgan Chase & Co. (JPM) | 0.9 | $9.8M | 34k | 289.91 | |
| Microsoft Corporation (MSFT) | 0.8 | $9.0M | 18k | 497.41 | |
| Alphabet Inc Class A cs (GOOGL) | 0.6 | $7.2M | 41k | 176.23 | |
| Arista Networks (ANET) | 0.6 | $6.7M | 66k | 102.31 | |
| Caterpillar (CAT) | 0.5 | $5.7M | 15k | 388.21 | |
| Quanta Services (PWR) | 0.5 | $5.5M | 15k | 378.08 | |
| Deere & Company (DE) | 0.5 | $5.1M | 10k | 508.49 | |
| Ishares Tr Msci Usa Momentum Factor (MTUM) | 0.4 | $4.9M | 20k | 240.32 | |
| Eli Lilly & Co. (LLY) | 0.4 | $4.8M | 6.2k | 779.53 | |
| AmerisourceBergen (COR) | 0.4 | $4.7M | 16k | 299.85 | |
| Technology SPDR (XLK) | 0.4 | $4.6M | 18k | 253.23 | |
| Costco Wholesale Corporation (COST) | 0.4 | $4.5M | 4.6k | 989.94 | |
| iShares S&P Natl AMTFr Mncpl Bd (MUB) | 0.4 | $4.5M | 43k | 104.48 | |
| Berkshire Hathaway (BRK.A) | 0.4 | $4.4M | 6.00 | 728800.00 | |
| MGE Energy (MGEE) | 0.4 | $4.1M | 47k | 88.44 | |
| Stryker Corporation (SYK) | 0.3 | $3.8M | 9.5k | 395.63 | |
| iShares S&P 500 Index (IVV) | 0.3 | $3.6M | 5.9k | 620.90 | |
| Metropcs Communications (TMUS) | 0.3 | $3.6M | 15k | 238.26 | |
| Republic Services (RSG) | 0.3 | $3.5M | 14k | 246.61 | |
| Bank of America Corporation (BAC) | 0.3 | $3.4M | 72k | 47.32 | |
| Citigroup (C) | 0.3 | $3.3M | 39k | 85.12 | |
| Analog Devices (ADI) | 0.3 | $3.2M | 13k | 238.02 | |
| Exxon Mobil Corporation (XOM) | 0.3 | $3.2M | 29k | 107.80 | |
| Intercontinental Exchange (ICE) | 0.3 | $3.0M | 16k | 183.47 | |
| General Dynamics Corporation (GD) | 0.3 | $2.9M | 9.8k | 291.66 | |
| Lam Research (LRCX) | 0.3 | $2.9M | 29k | 97.34 | |
| Texas Instruments Incorporated (TXN) | 0.2 | $2.7M | 13k | 207.62 | |
| Electronic Arts (EA) | 0.2 | $2.7M | 17k | 159.70 | |
| Coca-Cola Company (KO) | 0.2 | $2.7M | 38k | 70.75 | |
| Equinix (EQIX) | 0.2 | $2.6M | 3.3k | 795.47 | |
| Cisco Systems (CSCO) | 0.2 | $2.5M | 36k | 69.38 | |
| TJX Companies (TJX) | 0.2 | $2.5M | 20k | 123.49 | |
| Darden Restaurants (DRI) | 0.2 | $2.3M | 11k | 217.97 | |
| Energy Select Sector SPDR (XLE) | 0.2 | $2.3M | 27k | 84.81 | |
| Netflix (NFLX) | 0.2 | $2.3M | 1.7k | 1339.13 | |
| Ciena Corporation (CIEN) | 0.2 | $2.3M | 28k | 81.33 | |
| Nextera Energy (NEE) | 0.2 | $2.2M | 32k | 69.42 | |
| Amazon (AMZN) | 0.2 | $2.1M | 9.6k | 219.39 | |
| Prudential Financial (PRU) | 0.2 | $2.1M | 19k | 107.44 | |
| Industrial SPDR (XLI) | 0.2 | $2.1M | 14k | 147.52 | |
| Nucor Corporation (NUE) | 0.2 | $2.0M | 16k | 129.54 | |
| Lowe's Companies (LOW) | 0.2 | $2.0M | 8.9k | 221.87 | |
| Expedia (EXPE) | 0.2 | $1.9M | 11k | 168.68 | |
| Philip Morris International (PM) | 0.2 | $1.9M | 11k | 182.13 | |
| iShares Russell 1000 Index (IWB) | 0.2 | $1.9M | 5.6k | 339.57 | |
| Kroger (KR) | 0.2 | $1.8M | 26k | 71.73 | |
| Vanguard Small-Cap ETF (VB) | 0.2 | $1.8M | 7.6k | 236.98 | |
| EOG Resources (EOG) | 0.2 | $1.8M | 15k | 119.61 | |
| Toll Brothers (TOL) | 0.1 | $1.6M | 14k | 114.13 | |
| Qualcomm (QCOM) | 0.1 | $1.6M | 10k | 159.26 | |
| SPDR Gold Trust (GLD) | 0.1 | $1.6M | 5.2k | 304.83 | |
| Iqvia Holdings (IQV) | 0.1 | $1.5M | 9.5k | 157.59 | |
| Schlumberger (SLB) | 0.1 | $1.5M | 44k | 33.80 | |
| Consumer Discretionary SPDR (XLY) | 0.1 | $1.4M | 6.5k | 217.33 | |
| Abbvie (ABBV) | 0.1 | $1.4M | 7.4k | 185.62 | |
| Adobe Systems Incorporated (ADBE) | 0.1 | $1.3M | 3.5k | 386.88 | |
| Oshkosh Corporation (OSK) | 0.1 | $1.3M | 12k | 113.54 | |
| Alphabet Inc Class C cs (GOOG) | 0.1 | $1.3M | 7.4k | 177.39 | |
| Financial Select Sector SPDR (XLF) | 0.1 | $1.3M | 24k | 52.37 | |
| Palantir Technologies (PLTR) | 0.1 | $1.3M | 9.2k | 136.32 | |
| Accenture (ACN) | 0.1 | $1.2M | 4.2k | 298.89 | |
| iShares Russell 2000 Index (IWM) | 0.1 | $1.2M | 5.6k | 215.79 | |
| salesforce (CRM) | 0.1 | $1.2M | 4.3k | 272.69 | |
| Procter & Gamble Company (PG) | 0.1 | $1.2M | 7.2k | 159.32 | |
| Colgate-Palmolive Company (CL) | 0.1 | $1.1M | 12k | 90.90 | |
| Apollo Global Mgmt (APO) | 0.1 | $1.1M | 7.8k | 141.87 | |
| Berkshire Hathaway (BRK.B) | 0.1 | $1.1M | 2.2k | 485.77 | |
| Ameren Corporation (AEE) | 0.1 | $1.1M | 11k | 96.04 | |
| Vanguard Telecommunication Services ETF (VOX) | 0.1 | $1.1M | 6.2k | 171.03 | |
| TransDigm Group Incorporated (TDG) | 0.1 | $992k | 652.00 | 1520.64 | |
| Alliant Energy Corporation (LNT) | 0.1 | $944k | 16k | 60.47 | |
| iShares Russell 2000 Growth Index (IWO) | 0.1 | $895k | 3.1k | 285.86 | |
| Nushares Etf Tr a (NULV) | 0.1 | $891k | 21k | 41.91 | |
| Mondelez Int (MDLZ) | 0.1 | $875k | 13k | 67.44 | |
| Blackrock (BLK) | 0.1 | $872k | 831.00 | 1049.25 | |
| Wal-Mart Stores (WMT) | 0.1 | $842k | 8.6k | 97.78 | |
| Facebook Inc cl a (META) | 0.1 | $840k | 1.1k | 738.09 | |
| Chevron Corporation (CVX) | 0.1 | $832k | 5.8k | 143.19 | |
| Vanguard Mid-Cap ETF (VO) | 0.1 | $831k | 3.0k | 279.83 | |
| Ishares Tr usa min vo (USMV) | 0.1 | $816k | 8.7k | 93.87 | |
| Johnson & Johnson (JNJ) | 0.1 | $796k | 5.2k | 152.75 | |
| Thomson Reuters Corp. (TRI) | 0.1 | $793k | 3.9k | 201.13 | |
| Illinois Tool Works (ITW) | 0.1 | $793k | 3.2k | 247.25 | |
| Select Sector Spdr Tr Communic etfeqty (XLC) | 0.1 | $766k | 7.1k | 108.53 | |
| Abbott Laboratories (ABT) | 0.1 | $740k | 5.4k | 136.01 | |
| Eaton (ETN) | 0.1 | $736k | 2.1k | 356.99 | |
| iShares Russell 2000 Value Index (IWN) | 0.1 | $726k | 4.6k | 157.76 | |
| Merck & Co (MRK) | 0.1 | $717k | 9.1k | 79.16 | |
| Corteva (CTVA) | 0.1 | $705k | 9.5k | 74.53 | |
| Intuitive Surgical (ISRG) | 0.1 | $680k | 1.3k | 543.41 | |
| Vanguard Growth ETF (VUG) | 0.1 | $659k | 1.5k | 438.40 | |
| Home Depot (HD) | 0.1 | $658k | 1.8k | 366.64 | |
| Pepsi (PEP) | 0.1 | $658k | 5.0k | 132.04 | |
| McDonald's Corporation (MCD) | 0.1 | $651k | 2.2k | 292.17 | |
| Southern Company (SO) | 0.1 | $647k | 7.1k | 91.83 | |
| Allegheny Technologies Incorporated (ATI) | 0.1 | $646k | 7.5k | 86.34 | |
| Tetra Tech (TTEK) | 0.1 | $631k | 18k | 35.96 | |
| International Business Machines (IBM) | 0.1 | $623k | 2.1k | 294.78 | |
| PNC Financial Services (PNC) | 0.1 | $623k | 3.3k | 186.42 | |
| Asml Holding (ASML) | 0.1 | $591k | 737.00 | 801.39 | |
| Douglas Dynamics (PLOW) | 0.1 | $589k | 20k | 29.47 | |
| Ameriprise Financial (AMP) | 0.1 | $583k | 1.1k | 533.73 | |
| UnitedHealth (UNH) | 0.1 | $580k | 1.9k | 311.97 | |
| U.S. Bancorp (USB) | 0.0 | $526k | 12k | 45.25 | |
| SPDR S&P MidCap 400 ETF (MDY) | 0.0 | $503k | 887.00 | 566.48 | |
| Advanced Micro Devices (AMD) | 0.0 | $502k | 3.5k | 141.90 | |
| MasterCard Incorporated (MA) | 0.0 | $497k | 885.00 | 561.94 | |
| Aon (AON) | 0.0 | $494k | 1.4k | 356.76 | |
| Visa (V) | 0.0 | $480k | 1.4k | 355.05 | |
| Vanguard Value ETF (VTV) | 0.0 | $475k | 2.7k | 176.74 | |
| Te Connectivity (TEL) | 0.0 | $472k | 2.8k | 168.67 | |
| American Express Company (AXP) | 0.0 | $468k | 1.5k | 318.98 | |
| iShares MSCI EAFE Index Fund (EFA) | 0.0 | $458k | 5.1k | 89.39 | |
| Cintas Corporation (CTAS) | 0.0 | $457k | 2.1k | 222.87 | |
| Hilton Worldwide Holdings (HLT) | 0.0 | $457k | 1.7k | 266.34 | |
| Corning Incorporated (GLW) | 0.0 | $440k | 8.4k | 52.59 | |
| Wey (WEYS) | 0.0 | $434k | 13k | 33.16 | |
| Altria (MO) | 0.0 | $417k | 7.1k | 58.63 | |
| Capital One Financial (COF) | 0.0 | $416k | 2.0k | 212.76 | |
| Servicenow (NOW) | 0.0 | $414k | 403.00 | 1028.08 | |
| Amdocs Ltd ord (DOX) | 0.0 | $406k | 4.5k | 91.24 | |
| Waste Management (WM) | 0.0 | $403k | 1.8k | 228.82 | |
| iShares Silver Trust (SLV) | 0.0 | $401k | 12k | 32.81 | |
| Oracle Corporation (ORCL) | 0.0 | $397k | 1.8k | 218.63 | |
| Duke Energy (DUK) | 0.0 | $394k | 3.3k | 118.00 | |
| McKesson Corporation (MCK) | 0.0 | $383k | 523.00 | 732.78 | |
| CSX Corporation (CSX) | 0.0 | $379k | 12k | 32.63 | |
| Walt Disney Company (DIS) | 0.0 | $376k | 3.0k | 124.01 | |
| Union Pacific Corporation (UNP) | 0.0 | $373k | 1.6k | 230.08 | |
| Vanguard Europe Pacific ETF (VEA) | 0.0 | $371k | 6.5k | 57.01 | |
| iShares MSCI ACWI ex US Index Fund (ACWX) | 0.0 | $360k | 5.9k | 60.94 | |
| Charles Schwab Corporation (SCHW) | 0.0 | $359k | 3.9k | 91.24 | |
| Toro Company (TTC) | 0.0 | $353k | 5.0k | 70.68 | |
| Thermo Fisher Scientific (TMO) | 0.0 | $351k | 866.00 | 405.46 | |
| Vanguard Information Technology ETF (VGT) | 0.0 | $344k | 519.00 | 663.28 | |
| Arthur J. Gallagher & Co. (AJG) | 0.0 | $332k | 1.0k | 320.12 | |
| Parker-Hannifin Corporation (PH) | 0.0 | $328k | 470.00 | 698.47 | |
| Utilities SPDR (XLU) | 0.0 | $323k | 4.0k | 81.66 | |
| Fidelity National Information Services (FIS) | 0.0 | $323k | 4.0k | 81.41 | |
| Howmet Aerospace (HWM) | 0.0 | $310k | 1.7k | 186.13 | |
| General Electric (GE) | 0.0 | $307k | 1.2k | 257.39 | |
| American Tower Reit (AMT) | 0.0 | $300k | 1.4k | 221.02 | |
| Morgan Stanley (MS) | 0.0 | $294k | 2.1k | 140.86 | |
| Goldman Sachs (GS) | 0.0 | $291k | 411.00 | 707.75 | |
| iShares S&P Global Technology Sect. (IXN) | 0.0 | $290k | 3.1k | 92.34 | |
| Rockwell Automation (ROK) | 0.0 | $288k | 867.00 | 332.17 | |
| Xcel Energy (XEL) | 0.0 | $283k | 4.2k | 68.10 | |
| Altc Acquisition Corp (OKLO) | 0.0 | $280k | 5.0k | 55.99 | |
| Bank Of Montreal Cadcom (BMO) | 0.0 | $276k | 2.5k | 110.63 | |
| Nice Systems (NICE) | 0.0 | $275k | 1.6k | 168.91 | |
| Cummins (CMI) | 0.0 | $270k | 824.00 | 327.50 | |
| Ge Vernova (GEV) | 0.0 | $268k | 507.00 | 529.15 | |
| Paypal Holdings (PYPL) | 0.0 | $253k | 3.4k | 74.32 | |
| Woodward Governor Company (WWD) | 0.0 | $245k | 1.0k | 245.09 | |
| At&t (T) | 0.0 | $243k | 8.4k | 28.94 | |
| Marvell Technology (MRVL) | 0.0 | $243k | 3.1k | 77.40 | |
| Microchip Technology (MCHP) | 0.0 | $237k | 3.4k | 70.37 | |
| Global X Fds us infr dev (PAVE) | 0.0 | $235k | 5.4k | 43.58 | |
| Nike (NKE) | 0.0 | $231k | 3.2k | 71.04 | |
| Hca Holdings (HCA) | 0.0 | $226k | 591.00 | 383.10 | |
| Strattec Security (STRT) | 0.0 | $224k | 3.6k | 62.21 | |
| Intel Corporation (INTC) | 0.0 | $215k | 9.6k | 22.40 | |
| wisdomtreetrusdivd.. (DGRW) | 0.0 | $213k | 2.5k | 83.74 | |
| iShares S&P 500 Growth Index (IVW) | 0.0 | $213k | 1.9k | 110.10 | |
| Starbucks Corporation (SBUX) | 0.0 | $212k | 2.3k | 91.63 | |
| Fidelity Covington Trust (FELG) | 0.0 | $211k | 5.7k | 37.03 | |
| Applied Materials (AMAT) | 0.0 | $204k | 1.1k | 183.07 | |
| Crowdstrike Hldgs Inc cl a (CRWD) | 0.0 | $203k | 398.00 | 509.31 | |
| Honeywell International (HON) | 0.0 | $202k | 868.00 | 232.88 | |
| Ford Motor Company (F) | 0.0 | $160k | 15k | 10.85 | |
| iShares S&P Global Clean Energy Index (ICLN) | 0.0 | $150k | 12k | 13.11 |
