First Business Financial Services, Inc.
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$1.12B
Q ending 2026-03-31
Prior quarter
$1.09B
Q ending 2025-12-31
Change
+3.3% QoQ · +10.6% YoY
Positions
192
reported holdings
Largest positions
Top 100 of 192 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Vanguard Total Stock Market Et | VTI | Shares | $255.7M | 797K |
| Ishares Core Msci Eafe Etf | IEFA | Shares | $140.9M | 1.6M |
| Ishares Russell 1000 Growth Et | IWF | Shares | $78.2M | 183K |
| Ishares Core S&P Small-Cap Etf | IJR | Shares | $62.3M | 501K |
| Ishares Core Dividend Growth | DGRO | Shares | $58.6M | 835K |
| Ishares Russell 1000 Value Etf | IWD | Shares | $56.9M | 266K |
| Ishares Core S&P Mid-Cap Etf | IJH | Shares | $47.8M | 708K |
| Ishares Core Us Aggregate Bond | AGG | Shares | $37.3M | 376K |
| State Street Spdr S&P 500 Etf | SPY | Shares | $28.5M | 44K |
| First Business Financial Servi | FBIZ | Shares | $19.5M | 361K |
| Jpmorgan Ultra-Short Income Et | JPST | Shares | $17.7M | 350K |
| Nvidia Corp | NVDA | Shares | $17.4M | 100K |
| Apple Inc | AAPL | Shares | $15.1M | 59K |
| Broadcom Inc | AVGO | Shares | $12.9M | 42K |
| Alphabet Inc Cap Stk Cl A | GOOGL | Shares | $12.1M | 42K |
| Ciena Corp | CIEN | Shares | $11.7M | 30K |
| Jpmorgan Chase & Co | JPM | Shares | $10.4M | 35K |
| Quanta Services Inc | PWR | Shares | $8.5M | 16K |
| Arista Networks Inc | ANET | Shares | $8.1M | 66K |
| Microsoft Corp | MSFT | Shares | $6.7M | 18K |
| Vanguard Short-Term Inflation | VTIP | Shares | $6.6M | 133K |
| Lam Research Corporation | LRCX | Shares | $6.6M | 31K |
| Lilly Eli Co | LLY | Shares | $5.9M | 6K |
| Ishares National Muni Bond Etf | MUB | Shares | $5.6M | 53K |
| Exxon Mobil Corp | XOM | Shares | $5.0M | 29K |
| Ishares Edge Msci Usa Momentum | MTUM | Shares | $4.9M | 20K |
| State Street Technology Select | XLK | Shares | $4.9M | 36K |
| Cencora Inc | COR | Shares | $4.8M | 15K |
| Costco Wholesale Corp | COST | Shares | $4.6M | 5K |
| Citigroup Inc | C | Shares | $4.5M | 40K |
| Berkshire Hathaway Inc Class A | BRK/A | Shares | $4.3M | 6 |
| Analog Devices Inc | ADI | Shares | $4.3M | 13K |
| Ishares S&P 500 Core | IVV | Shares | $4.2M | 6K |
| Bank Of America Corp | BAC | Shares | $3.8M | 78K |
| T Mobile Us Inc | TMUS | Shares | $3.6M | 17K |
| General Dynamics Corp | GD | Shares | $3.4M | 10K |
| State Street Energy Select Sec | XLE | Shares | $3.3M | 54K |
| Nucor Corp | NUE | Shares | $3.3M | 20K |
| Equinix Inc | EQIX | Shares | $3.2M | 3K |
| Stryker Corp | SYK | Shares | $3.2M | 10K |
| Republic Services Inc | RSG | Shares | $3.1M | 14K |
| Tjx Companies Inc | TJX | Shares | $3.1M | 19K |
| Nextera Energy Inc | NEE | Shares | $3.1M | 33K |
| Coca-Cola Co | KO | Shares | $2.9M | 39K |
| Electronic Arts Inc | EA | Shares | $2.9M | 14K |
| Expedia Group Inc New | EXPE | Shares | $2.8M | 12K |
| Prudential Financial Inc | PRU | Shares | $2.7M | 28K |
| Intercontinental Exchange Inc | ICE | Shares | $2.7M | 17K |
| Texas Instruments Inc | TXN | Shares | $2.6M | 14K |
| Amazon.Com Inc | AMZN | Shares | $2.6M | 12K |
| Meta Platforms Inc | META | Shares | $2.5M | 4K |
| Cisco Systems Inc | CSCO | Shares | $2.4M | 31K |
| Toll Brothers Inc | TOL | Shares | $2.3M | 17K |
| State Street Industrial Select | XLI | Shares | $2.3M | 14K |
| Lowe'S Companies Inc | LOW | Shares | $2.2M | 9K |
| Return Stacked Global Stocks & | RSSB | Shares | $2.1M | 78K |
| Darden Restaurants Inc | DRI | Shares | $2.1M | 11K |
| Oshkosh Corporation | OSK | Shares | $2.1M | 14K |
| Netflix Inc | NFLX | Shares | $2.0M | 21K |
| Slb Limited | SLB | Shares | $2.0M | 39K |
| Alphabet Inc Cap Stk Cl C | GOOG | Shares | $2.0M | 7K |
| Kroger Co | KR | Shares | $1.9M | 26K |
| Spdr Gold Trust | GLD | Shares | $1.8M | 4K |
| Philip Morris International In | PM | Shares | $1.7M | 10K |
| American Electric Power Inc | AEP | Shares | $1.7M | 13K |
| Abbvie Inc Com | ABBV | Shares | $1.6M | 7K |
| Iqvia Holdings Inc | IQV | Shares | $1.5M | 9K |
| Ishares Russell 1000 Etf | IWB | Shares | $1.5M | 4K |
| State Street Consumer Dis Sele | XLY | Shares | $1.4M | 13K |
| Vanguard Small-Cap Etf | VB | Shares | $1.3M | 5K |
| Qualcomm Inc | QCOM | Shares | $1.3M | 10K |
| Palantir Technologies Inc | PLTR | Shares | $1.3M | 9K |
| Colgate-Palmolive Co | CL | Shares | $1.3M | 15K |
| Ishares Russell 2000 | IWM | Shares | $1.2M | 5K |
| Corning Inc | GLW | Shares | $1.2M | 9K |
| Apollo Global Mgmt Inc | APO | Shares | $1.2M | 11K |
| Financial Select Sector Spdr E | XLF | Shares | $1.2M | 24K |
| Johnson & Johnson | JNJ | Shares | $1.1M | 5K |
| Vanguard Communication Svcs Et | VOX | Shares | $1.1M | 6K |
| Wal-Mart Inc | WMT | Shares | $1.1M | 9K |
| Ati Inc | ATI | Shares | $1.1M | 7K |
| Merck & Co Inc | MRK | Shares | $1.1M | 9K |
| Berkshire Hathaway Inc-Cl B | BRK/B | Shares | $1.1M | 2K |
| Salesforce Inc. | CRM | Shares | $991K | 5K |
| Ishares Russell 2000 Growth | IWO | Shares | $983K | 3K |
| Asml Holding N V N Y Registry | Shares | $967K | 732 | |
| Vanguard Mid-Cap Etf | VO | Shares | $920K | 3K |
| Ishares Russell 2000 Value | IWN | Shares | $873K | 5K |
| Nuveen Esg Large Cap Value | NULV | Shares | $861K | 19K |
| State Street Comm Svcs Select | XLC | Shares | $811K | 7K |
| Ishares Edge Msci Min Vol Usa | USMV | Shares | $806K | 9K |
| Blackrock Inc New | BLK | Shares | $803K | 835 |
| Eaton Corp Plc | Shares | $777K | 2K | |
| Procter & Gamble Co | PG | Shares | $774K | 5K |
| Accenture Plc | Shares | $771K | 4K | |
| Transdigm Group Inc | TDG | Shares | $756K | 652 |
| Simplify Managed Futures Etf | CTA | Shares | $731K | 24K |
| Advanced Micro Devices Inc | AMD | Shares | $713K | 4K |
| Ishares Silver Trust | SLV | Shares | $704K | 10K |
| Mondelez Intl Inc Class A | MDLZ | Shares | $698K | 12K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.