First Business Financial Services, Inc. Portfolio Stock Holdings
According to the SEC 13F filed on July 28, 2026, First Business Financial Services, Inc. disclosed 199 stock positions valued at approximately $1.29B as of quarter-end June 30, 2026. The largest holdings include Vanguard Total Stock Market ET, iShares Core MSCI EAFE ETF, and iShares Russell 1000 Growth ET.
- Report Period
- June 30, 2026
- No. of Stocks
- 199
- Portfolio Value
- $1.29B
Holdings by Sector
First Business Financial Services, Inc. Portfolio Holdings in Q2 2026
| 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 |
Showing 30 of 199 holdings in the latest reporting period.