First Business Financial Services, Inc. Portfolio Stock Holdings
First Business Financial Services, Inc. disclosed 201 stock positions valued at approximately $1.3 billion in its latest SEC 13F filing. The largest holdings include Vanguard Total Stock Market ET, iShares Core MSCI EAFE ETF, and iShares Russell 1000 Growth ET. The filing reflects positions held as of June 30, 2026 and was filed on July 28, 2026.
- Report Period
- June 30, 2026
- No. of Stocks
- 201
- Portfolio Value
- $1.3B
Holdings by Sector
First Business Financial Services, Inc. Portfolio Holdings in Q2 2026
199 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| Vanguard Total Stock Market ET | VTI | Other | 22.81% | 794,853 | -2,334 | -0.29% | $294,127,404 |
| iShares Core MSCI EAFE ETF | IEFA | Other | 11.74% | 1,567,578 | +11,532 | +0.74% | $151,396,683 |
| iShares Russell 1000 Growth ET | IWF | Other | 7.05% | 731,884 | +548,576 | +299.26% | $90,878,036 |
| iShares Core S&P Small-Cap ETF | IJR | Other | 5.77% | 502,002 | +1,061 | +0.21% | $74,451,917 |
| iShares Russell 1000 Value ETF | IWD | Other | 5.00% | 265,835 | -371 | -0.14% | $64,446,379 |
| iShares Core Dividend Growth | DGRO | Other | 4.93% | 839,061 | +3,906 | +0.47% | $63,592,433 |
| iShares Core S&P Mid-Cap ETF | IJH | Other | 4.26% | 711,692 | +4,158 | +0.59% | $54,878,570 |
| iShares Core US Aggregate Bond | AGG | Other | 2.98% | 388,636 | +12,940 | +3.44% | $38,467,191 |
| State Street SPDR S&P 500 ETF | SPY | Other | 2.53% | 43,684 | -70 | -0.16% | $32,621,901 |
| First Business Financial Servi | FBIZ | Financial Services | 1.67% | 340,189 | -21,122 | -5.85% | $21,489,739 |
| Nvidia Corp | NVDA | Technology | 1.59% | 102,546 | +2,596 | +2.60% | $20,518,429 |
| JPMorgan Ultra-Short Income ET | JPST | Other | 1.43% | 363,803 | +14,100 | +4.03% | $18,397,518 |
| Apple Inc | AAPL | Technology | 1.35% | 59,954 | +485 | +0.82% | $17,348,289 |
| Broadcom Inc | AVGO | Technology | 1.21% | 41,248 | -399 | -0.96% | $15,581,432 |
| Alphabet Inc Cap Stk Cl A | GOOGL | Communication Services | 1.21% | 43,589 | +1,428 | +3.39% | $15,577,401 |
| Ciena Corp | CIEN | Technology | 1.10% | 28,808 | -1,242 | -4.13% | $14,132,052 |
| Lam Research Corporation | LRCX | Other | 1.09% | 32,515 | +1,674 | +5.43% | $14,089,725 |
| JPMorgan Chase & Co | JPM | Financial Services | 0.92% | 36,121 | +781 | +2.21% | $11,823,487 |
| Arista Networks Inc | ANET | Other | 0.91% | 68,750 | +2,577 | +3.89% | $11,679,250 |
| Quanta Services Inc | PWR | Industrials | 0.87% | 15,594 | +67 | +0.43% | $11,228,304 |
| Lilly Eli Co | LLY | Healthcare | 0.62% | 6,642 | +226 | +3.52% | $7,966,614 |
| Vanguard Short-Term Inflation | VTIP | Other | 0.59% | 150,171 | +17,349 | +13.06% | $7,543,089 |
| iShares Edge MSCI USA Momentum | MTUM | Other | 0.54% | 20,335 | - | - | $6,971,448 |
| Microsoft Corp | MSFT | Technology | 0.54% | 18,644 | +597 | +3.31% | $6,954,585 |
| State Street Technology Select | XLK | Other | 0.54% | 36,498 | - | - | $6,953,599 |
| iShares S&P 500 Core | IVV | Other | 0.50% | 8,639 | +2,165 | +33.44% | $6,469,661 |
| iShares National Muni Bond ETF | MUB | Other | 0.46% | 54,736 | +1,756 | +3.31% | $5,890,688 |
| Citigroup Inc | C | Financial Services | 0.45% | 41,453 | +1,402 | +3.50% | $5,801,762 |
| Analog Devices Inc | ADI | Technology | 0.43% | 13,874 | +500 | +3.74% | $5,510,337 |
| Bank of America Corp | BAC | Financial Services | 0.35% | 80,030 | +2,380 | +3.07% | $4,560,109 |
| Nucor Corp | NUE | Basic Materials | 0.35% | 20,457 | +812 | +4.13% | $4,556,797 |
| CENCORA INC | COR | Healthcare | 0.35% | 16,022 | +681 | +4.44% | $4,533,906 |
| Berkshire Hathaway Inc Class A | BRK-A | Financial Services | 0.35% | 6 | - | - | $4,493,100 |
| Costco Wholesale Corp | COST | Consumer Defensive | 0.34% | 4,723 | +74 | +1.59% | $4,418,225 |
| Exxon Mobil Corp | XOM | Energy | 0.33% | 30,811 | +1,565 | +5.35% | $4,212,480 |
| Texas Instruments Inc | TXN | Technology | 0.32% | 13,969 | +373 | +2.74% | $4,163,740 |
| General Dynamics Corp | GD | Industrials | 0.28% | 10,301 | +439 | +4.45% | $3,649,026 |
| Cisco Systems Inc | CSCO | Technology | 0.28% | 31,038 | -12 | -0.04% | $3,645,723 |
| Equinix Inc | EQIX | Real Estate | 0.28% | 3,418 | +121 | +3.67% | $3,562,889 |
| Expedia Group Inc New | EXPE | Consumer Cyclical | 0.25% | 12,670 | +468 | +3.84% | $3,242,000 |
| Coca-Cola Co | KO | Consumer Defensive | 0.25% | 39,772 | +1,006 | +2.60% | $3,232,270 |
| Stryker Corp | SYK | Healthcare | 0.24% | 10,025 | +360 | +3.72% | $3,156,271 |
| Republic Services Inc | RSG | Industrials | 0.24% | 14,459 | +231 | +1.62% | $3,080,924 |
| Prudential Financial Inc | PRU | Financial Services | 0.24% | 28,540 | +494 | +1.76% | $3,080,322 |
| Amazon.com Inc | AMZN | Consumer Cyclical | 0.24% | 12,887 | +521 | +4.21% | $3,071,488 |
| TJX Companies Inc | TJX | Consumer Cyclical | 0.24% | 20,159 | +688 | +3.53% | $3,054,089 |
| Nextera Energy Inc | NEE | Utilities | 0.24% | 34,658 | +1,334 | +4.00% | $3,041,933 |
| Toll Brothers Inc | TOL | Consumer Cyclical | 0.23% | 18,086 | +1,103 | +6.49% | $2,979,669 |
| T Mobile US Inc | TMUS | Communication Services | 0.23% | 17,473 | +569 | +3.37% | $2,930,746 |
| Electronic Arts Inc | EA | Communication Services | 0.22% | 14,127 | -63 | -0.44% | $2,896,600 |
| State Street Energy Select Sec | XLE | Other | 0.22% | 54,244 | - | - | $2,880,899 |
| State Street Industrial Select | XLI | Other | 0.20% | 14,013 | - | - | $2,595,628 |
| Meta Platforms Inc | META | Communication Services | 0.20% | 4,553 | +232 | +5.37% | $2,564,659 |
| Alphabet Inc Cap Stk Cl C | GOOG | Communication Services | 0.19% | 7,019 | +135 | +1.96% | $2,480,023 |
| Darden Restaurants Inc | DRI | Consumer Cyclical | 0.18% | 11,096 | +412 | +3.86% | $2,285,887 |
| Oshkosh Corporation | OSK | Industrials | 0.18% | 14,778 | +709 | +5.04% | $2,268,127 |
| Intercontinental Exchange Inc | ICE | Financial Services | 0.17% | 17,807 | +530 | +3.07% | $2,192,220 |
| Corning Inc | GLW | Technology | 0.17% | 8,538 | -424 | -4.73% | $2,180,861 |
| Lowe's Companies Inc | LOW | Consumer Cyclical | 0.17% | 9,726 | +371 | +3.97% | $2,144,486 |
| Advanced Micro Devices Inc | AMD | Technology | 0.16% | 3,600 | +94 | +2.68% | $2,091,276 |
| Howmet Aerospace Inc | HWM | Industrials | 0.16% | 7,638 | +7,638 | +100.00% | $2,053,553 |
| Qualcomm Inc | QCOM | Technology | 0.15% | 10,546 | +418 | +4.13% | $1,948,795 |
| Philip Morris International In | PM | Consumer Defensive | 0.15% | 10,548 | +90 | +0.86% | $1,908,239 |
| American Electric Power Inc | AEP | Utilities | 0.15% | 13,845 | +818 | +6.28% | $1,894,134 |
| SLB Limited | SLB | Energy | 0.15% | 40,368 | +1,589 | +4.10% | $1,876,708 |
| Iqvia Holdings Inc | IQV | Healthcare | 0.14% | 9,340 | +376 | +4.19% | $1,804,675 |
| Abbvie Inc Com | ABBV | Healthcare | 0.14% | 7,047 | -119 | -1.66% | $1,773,307 |
| iShares Russell 1000 ETF | IWB | Other | 0.13% | 4,244 | - | - | $1,737,918 |
| Netflix Inc | NFLX | Communication Services | 0.12% | 22,065 | +939 | +4.44% | $1,575,441 |
| Spdr Gold Trust | GLD | Other | 0.12% | 4,247 | - | - | $1,564,510 |
| Vanguard Small-Cap ETF | VB | Other | 0.12% | 5,070 | - | - | $1,536,818 |
| Kroger Co | KR | Consumer Defensive | 0.12% | 27,577 | +1,228 | +4.66% | $1,531,351 |
| State Street Consumer Dis Sele | XLY | Other | 0.12% | 12,902 | - | - | $1,513,147 |
| Colgate-Palmolive Co | CL | Consumer Defensive | 0.12% | 16,294 | +1,183 | +7.83% | $1,493,834 |
| iShares Russell 2000 | IWM | Other | 0.12% | 4,950 | - | - | $1,487,228 |
| ASML Holding N V N Y Registry | ASML | Other | 0.11% | 734 | +2 | +0.27% | $1,460,249 |
| Berkshire Hathaway INC-CL B | BRK-B | Financial Services | 0.11% | 2,838 | +639 | +29.06% | $1,420,107 |
| ATI Inc | ATI | Industrials | 0.11% | 7,158 | -326 | -4.36% | $1,410,842 |
| Apollo Global Mgmt Inc | APO | Financial Services | 0.11% | 11,607 | +705 | +6.47% | $1,373,224 |
| Financial Select Sector SPDR E | XLF | Other | 0.10% | 24,095 | - | - | $1,291,733 |
| iShares Russell 2000 Growth | IWO | Other | 0.10% | 3,132 | - | - | $1,233,883 |
| Johnson & Johnson | JNJ | Healthcare | 0.09% | 4,776 | +129 | +2.78% | $1,212,961 |
| Merck & Co Inc | MRK | Healthcare | 0.09% | 9,062 | +258 | +2.93% | $1,164,467 |
| Vanguard Communication SVCS ET | VOX | Other | 0.09% | 6,200 | - | - | $1,140,490 |
| Wal-Mart Inc | WMT | Consumer Defensive | 0.08% | 9,601 | +787 | +8.93% | $1,087,409 |
| Eaton Corp PLC | ETN | Other | 0.08% | 2,446 | +273 | +12.56% | $1,042,290 |
| Vanguard Mid-Cap ETF | VO | Other | 0.08% | 12,820 | +9,615 | +300.00% | $1,032,907 |
| Palantir Technologies Inc | PLTR | Technology | 0.08% | 8,758 | -57 | -0.65% | $1,021,796 |
| iShares Russell 2000 Value | IWN | Other | 0.08% | 4,604 | - | - | $1,018,405 |
| Nuveen ESG Large Cap Value | NULV | Other | 0.07% | 19,006 | +75 | +0.40% | $950,110 |
| Simplify Managed Futures ETF | CTA | Other | 0.07% | 35,851 | +11,672 | +48.27% | $929,975 |
| Marvell Technology Group LTD | MRVL | Technology | 0.07% | 3,001 | -112 | -3.60% | $893,968 |
| Salesforce Inc. | CRM | Technology | 0.07% | 5,594 | +285 | +5.37% | $876,356 |
| Transdigm Group Inc | TDG | Industrials | 0.07% | 654 | +2 | +0.31% | $871,154 |
| Applied Materials Inc | AMAT | Technology | 0.07% | 1,197 | +108 | +9.92% | $865,431 |
| iShares Edge MSCI Min Vol USA | USMV | Other | 0.07% | 8,694 | - | - | $838,623 |
| Blackrock Inc New | BLK | Other | 0.06% | 837 | +2 | +0.24% | $804,826 |
| Procter & Gamble Co | PG | Consumer Defensive | 0.06% | 5,473 | +113 | +2.11% | $802,561 |
| State Street Comm Svcs Select | XLC | Other | 0.06% | 7,317 | - | - | $783,870 |
| Vanguard Index Growth | VUG | Other | 0.06% | 9,012 | +7,462 | +481.42% | $776,294 |