First Business Financial Services, Inc. Portfolio Stock Holdings
First Business Financial Services, Inc. disclosed 192 stock positions valued at approximately $1.1 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 March 31, 2026 and was filed on May 1, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 192
- Portfolio Value
- $1.1B
Holdings by Sector
First Business Financial Services, Inc. Portfolio Holdings in Q1 2026
191 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 | 22.74% | 797,187 | +8,285 | +1.05% | $255,745,561 |
| iShares Core MSCI EAFE ETF | IEFA | Other | 12.52% | 1,556,046 | +42,356 | +2.80% | $140,868,844 |
| iShares Russell 1000 Growth ET | IWF | Other | 6.95% | 183,308 | +1,234 | +0.68% | $78,162,531 |
| iShares Core S&P Small-Cap ETF | IJR | Other | 5.54% | 500,941 | +8,230 | +1.67% | $62,271,976 |
| iShares Core Dividend Growth | DGRO | Other | 5.21% | 835,155 | +13,111 | +1.59% | $58,611,178 |
| iShares Russell 1000 Value ETF | IWD | Other | 5.06% | 266,206 | +3,783 | +1.44% | $56,880,236 |
| iShares Core S&P Mid-Cap ETF | IJH | Other | 4.25% | 707,534 | +10,762 | +1.54% | $47,779,771 |
| iShares Core US Aggregate Bond | AGG | Other | 3.32% | 375,696 | -5,839 | -1.53% | $37,295,342 |
| State Street SPDR S&P 500 ETF | SPY | Other | 2.53% | 43,754 | -37 | -0.08% | $28,454,976 |
| First Business Financial Servi | FBIZ | Financial Services | 1.73% | 361,311 | - | - | $19,485,502 |
| JPMorgan Ultra-Short Income ET | JPST | Other | 1.57% | 349,703 | +132,005 | +60.64% | $17,698,469 |
| Nvidia Corp | NVDA | Technology | 1.55% | 99,950 | +5,449 | +5.77% | $17,431,280 |
| Apple Inc | AAPL | Technology | 1.34% | 59,469 | +2,541 | +4.46% | $15,092,638 |
| Broadcom Inc | AVGO | Technology | 1.15% | 41,647 | +3,824 | +10.11% | $12,890,163 |
| Alphabet Inc Cap Stk Cl A | GOOGL | Communication Services | 1.08% | 42,161 | +3,183 | +8.17% | $12,123,817 |
| Ciena Corp | CIEN | Technology | 1.04% | 30,050 | +3,310 | +12.38% | $11,666,312 |
| JPMorgan Chase & Co | JPM | Financial Services | 0.92% | 35,340 | +3,233 | +10.07% | $10,395,614 |
| Quanta Services Inc | PWR | Industrials | 0.76% | 15,527 | +1,416 | +10.03% | $8,524,634 |
| Arista Networks Inc | ANET | Other | 0.72% | 66,173 | +7,132 | +12.08% | $8,124,721 |
| Microsoft Corp | MSFT | Technology | 0.59% | 18,047 | +369 | +2.09% | $6,680,458 |
| Vanguard Short-Term Inflation | VTIP | Other | 0.59% | 132,822 | +132,822 | +100.00% | $6,634,459 |
| Lam Research Corporation | LRCX | Other | 0.59% | 30,841 | +3,982 | +14.83% | $6,589,488 |
| Lilly Eli Co | LLY | Healthcare | 0.52% | 6,416 | +697 | +12.19% | $5,901,244 |
| iShares National Muni Bond ETF | MUB | Other | 0.50% | 52,980 | +7,850 | +17.39% | $5,623,827 |
| Exxon Mobil Corp | XOM | Energy | 0.44% | 29,246 | +2,348 | +8.73% | $4,961,876 |
| iShares Edge MSCI USA Momentum | MTUM | Other | 0.43% | 20,335 | - | - | $4,880,197 |
| State Street Technology Select | XLK | Other | 0.43% | 36,498 | - | - | $4,850,584 |
| CENCORA INC | COR | Healthcare | 0.43% | 15,341 | +1,599 | +11.64% | $4,819,222 |
| Costco Wholesale Corp | COST | Consumer Defensive | 0.41% | 4,649 | +441 | +10.48% | $4,632,403 |
| Citigroup Inc | C | Financial Services | 0.40% | 40,051 | +4,124 | +11.48% | $4,542,184 |
| Berkshire Hathaway Inc Class A | BRK-A | Financial Services | 0.38% | 6 | - | - | $4,308,840 |
| Analog Devices Inc | ADI | Technology | 0.38% | 13,374 | +1,415 | +11.83% | $4,254,804 |
| iShares S&P 500 Core | IVV | Other | 0.38% | 6,474 | +601 | +10.23% | $4,228,882 |
| Bank of America Corp | BAC | Financial Services | 0.34% | 77,650 | +6,359 | +8.92% | $3,785,438 |
| T Mobile US Inc | TMUS | Communication Services | 0.32% | 16,904 | +2,803 | +19.88% | $3,550,347 |
| General Dynamics Corp | GD | Industrials | 0.30% | 9,862 | +1,040 | +11.79% | $3,384,836 |
| State Street Energy Select Sec | XLE | Other | 0.30% | 54,244 | - | - | $3,322,987 |
| Nucor Corp | NUE | Basic Materials | 0.30% | 19,645 | +1,837 | +10.32% | $3,321,970 |
| Equinix Inc | EQIX | Real Estate | 0.29% | 3,297 | +350 | +11.88% | $3,231,851 |
| Stryker Corp | SYK | Healthcare | 0.28% | 9,665 | +976 | +11.23% | $3,175,822 |
| Republic Services Inc | RSG | Industrials | 0.28% | 14,228 | +1,733 | +13.87% | $3,116,217 |
| TJX Companies Inc | TJX | Consumer Cyclical | 0.28% | 19,471 | +1,531 | +8.53% | $3,109,519 |
| Nextera Energy Inc | NEE | Utilities | 0.28% | 33,324 | +2,953 | +9.72% | $3,095,133 |
| Coca-Cola Co | KO | Consumer Defensive | 0.26% | 38,766 | +697 | +1.83% | $2,948,154 |
| Electronic Arts Inc | EA | Communication Services | 0.26% | 14,190 | - | - | $2,892,915 |
| Expedia Group Inc New | EXPE | Consumer Cyclical | 0.25% | 12,202 | +1,249 | +11.40% | $2,817,320 |
| Prudential Financial Inc | PRU | Financial Services | 0.24% | 28,046 | +2,905 | +11.55% | $2,739,814 |
| Intercontinental Exchange Inc | ICE | Financial Services | 0.24% | 17,277 | +2,532 | +17.17% | $2,717,327 |
| Texas Instruments Inc | TXN | Technology | 0.23% | 13,596 | +1,261 | +10.22% | $2,639,527 |
| Amazon.com Inc | AMZN | Consumer Cyclical | 0.23% | 12,366 | +1,537 | +14.19% | $2,575,467 |
| Meta Platforms Inc | META | Communication Services | 0.22% | 4,321 | +478 | +12.44% | $2,472,174 |
| Cisco Systems Inc | CSCO | Technology | 0.21% | 31,050 | +729 | +2.40% | $2,409,170 |
| Toll Brothers Inc | TOL | Consumer Cyclical | 0.21% | 16,983 | +1,874 | +12.40% | $2,317,670 |
| State Street Industrial Select | XLI | Other | 0.20% | 14,013 | - | - | $2,266,322 |
| Lowe's Companies Inc | LOW | Consumer Cyclical | 0.20% | 9,355 | +995 | +11.90% | $2,210,399 |
| Darden Restaurants Inc | DRI | Consumer Cyclical | 0.19% | 10,684 | +1,148 | +12.04% | $2,094,491 |
| Oshkosh Corporation | OSK | Industrials | 0.18% | 14,069 | +1,959 | +16.18% | $2,071,097 |
| Netflix Inc | NFLX | Communication Services | 0.18% | 21,126 | +1,237 | +6.22% | $2,031,265 |
| SLB Limited | SLB | Energy | 0.18% | 38,779 | +3,166 | +8.89% | $1,992,853 |
| Alphabet Inc Cap Stk Cl C | GOOG | Communication Services | 0.18% | 6,884 | -12 | -0.17% | $1,974,744 |
| Kroger Co | KR | Consumer Defensive | 0.17% | 26,349 | +3,842 | +17.07% | $1,906,614 |
| Spdr Gold Trust | GLD | Other | 0.16% | 4,247 | -1,000 | -19.06% | $1,827,442 |
| Philip Morris International In | PM | Consumer Defensive | 0.15% | 10,458 | - | - | $1,729,126 |
| American Electric Power Inc | AEP | Utilities | 0.15% | 13,027 | +1,705 | +15.06% | $1,707,579 |
| Abbvie Inc Com | ABBV | Healthcare | 0.14% | 7,166 | +326 | +4.77% | $1,558,533 |
| Iqvia Holdings Inc | IQV | Healthcare | 0.14% | 8,964 | +1,039 | +13.11% | $1,528,721 |
| iShares Russell 1000 ETF | IWB | Other | 0.13% | 4,244 | - | - | $1,513,241 |
| State Street Consumer Dis Sele | XLY | Other | 0.13% | 12,902 | - | - | $1,406,060 |
| Vanguard Small-Cap ETF | VB | Other | 0.12% | 5,070 | +31 | +0.62% | $1,327,934 |
| Qualcomm Inc | QCOM | Technology | 0.12% | 10,128 | +959 | +10.46% | $1,304,284 |
| Palantir Technologies Inc | PLTR | Technology | 0.11% | 8,815 | +699 | +8.61% | $1,289,458 |
| Colgate-Palmolive Co | CL | Consumer Defensive | 0.11% | 15,111 | +2,741 | +22.16% | $1,287,911 |
| iShares Russell 2000 | IWM | Other | 0.11% | 4,950 | - | - | $1,227,600 |
| Corning Inc | GLW | Technology | 0.11% | 8,962 | +593 | +7.09% | $1,218,563 |
| Apollo Global Mgmt Inc | APO | Financial Services | 0.11% | 10,902 | +2,266 | +26.24% | $1,214,701 |
| Financial Select Sector SPDR E | XLF | Other | 0.11% | 24,095 | - | - | $1,189,570 |
| Johnson & Johnson | JNJ | Healthcare | 0.10% | 4,647 | +12 | +0.26% | $1,135,913 |
| Vanguard Communication SVCS ET | VOX | Other | 0.10% | 6,200 | - | - | $1,115,008 |
| Wal-Mart Inc | WMT | Consumer Defensive | 0.10% | 8,814 | +505 | +6.08% | $1,095,404 |
| ATI Inc | ATI | Industrials | 0.10% | 7,484 | - | - | $1,088,623 |
| Merck & Co Inc | MRK | Healthcare | 0.09% | 8,804 | - | - | $1,059,033 |
| Berkshire Hathaway INC-CL B | BRK-B | Financial Services | 0.09% | 2,199 | +152 | +7.43% | $1,053,761 |
| Salesforce Inc. | CRM | Technology | 0.09% | 5,309 | +1,014 | +23.61% | $991,031 |
| iShares Russell 2000 Growth | IWO | Other | 0.09% | 3,132 | - | - | $982,853 |
| ASML Holding N V N Y Registry | ASML | Other | 0.09% | 732 | - | - | $966,848 |
| Vanguard Mid-Cap ETF | VO | Other | 0.08% | 3,205 | +236 | +7.95% | $920,412 |
| iShares Russell 2000 Value | IWN | Other | 0.08% | 4,604 | - | - | $872,872 |
| Nuveen ESG Large Cap Value | NULV | Other | 0.08% | 18,931 | -254 | -1.32% | $861,361 |
| State Street Comm Svcs Select | XLC | Other | 0.07% | 7,317 | - | - | $811,163 |
| iShares Edge MSCI Min Vol USA | USMV | Other | 0.07% | 8,694 | - | - | $806,282 |
| Blackrock Inc New | BLK | Other | 0.07% | 835 | - | - | $803,028 |
| Eaton Corp PLC | ETN | Other | 0.07% | 2,173 | +167 | +8.33% | $777,217 |
| Procter & Gamble Co | PG | Consumer Defensive | 0.07% | 5,360 | -1,000 | -15.72% | $774,198 |
| Accenture PLC | ACN | Technology | 0.07% | 3,889 | +5 | +0.13% | $771,150 |
| Transdigm Group Inc | TDG | Industrials | 0.07% | 652 | - | - | $755,642 |
| Simplify Managed Futures ETF | CTA | Other | 0.06% | 24,179 | +24,179 | +100.00% | $730,689 |
| Advanced Micro Devices Inc | AMD | Technology | 0.06% | 3,506 | +360 | +11.44% | $713,226 |
| Ishares Silver Trust | SLV | Other | 0.06% | 10,330 | -1,900 | -15.54% | $703,886 |
| Mondelez Intl Inc Class A | MDLZ | Consumer Defensive | 0.06% | 12,118 | - | - | $698,482 |
| Mastercard Inc Cl A | MA | Financial Services | 0.06% | 1,382 | +499 | +56.51% | $690,530 |