Funds › First Business Financial Services, Inc.
First Business Financial Services, Inc.
13F for Q3 2026, filed Oct 29, 2026. 207 positions worth $1.3B.Managers with more than $100 million in US-listed stocks list their holdings each quarter, within 45 days of quarter end. Long positions only: no short sales or cash.
Latest report
Q3 2026
filed Oct 29, 2026
Reported value
$1.3B
−$9.1M (0.7%) vs Q2 2026
Positions
207
201 in Q2 2026
Top 10 share
67.1%
of reported value
CheckedEach line's price per share is checked against other managers' reports of the same stock. Unit mix-ups are corrected. Reports no fix can rescue are left out.
Clean
prices match other managers' reports
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Holdings, Q3 2026
Largest first. Common shares only; puts and calls are under All positions.
| # | The fund's own figures at the end of the quarter. A report can be up to 45 days old when it is filed. Options and bonds are not counted here. | Filing | ||||
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds Mrngstr Ttl Stk | 795,217 | $297.6M | 23.2% | Unchanged | 13F ↗ |
| 2 | iShares Tr Core Msci Eafe | 1.56M | $151.2M | 11.8% | -0.5% | 13F ↗ |
| 3 | iShares Tr Rus 1000 Grw Etf | 735,798 | $92.2M | 7.2% | +0.5% | 13F ↗ |
| 4 | iShares Tr Core S&P Scp Etf | 503,295 | $68.5M | 5.3% | +0.3% | 13F ↗ |
| 5 | iShares Tr Rus 1000 Val Etf | 264,391 | $65.6M | 5.1% | -0.5% | 13F ↗ |
| 6 | iShares Tr Core Div Grwth | 847,306 | $63.9M | 5.0% | +1.0% | 13F ↗ |
| 7 | iShares Tr Core Us Aggbd Et | 422,624 | $40.0M | 3.1% | +8.7% | 13F ↗ |
| 8 | SPY State Street SPDR S&P 500 ETF Trust · Trust units | 43,684 | $33.3M | 2.6% | Unchanged | 13F ↗ |
| 9 | NVDA NVIDIA Corporation | 104,999 | $24.0M | 1.9% | +2.4% | 13F ↗ |
| 10 | FBIZ First Business Financial Services, Inc. | 327,189 | $22.5M | 1.8% | -3.8% | 13F ↗ |
| 11 | J P Morgan Exchange Traded F Ultra Shrt Etf | 398,326 | $20.1M | 1.6% | +9.5% | 13F ↗ |
| 12 | AAPL Apple Inc. | 56,428 | $18.8M | 1.5% | -5.9% | 13F ↗ |
| 13 | iShares Tr Core S&P Mcp Etf | 236,538 | $17.0M | 1.3% | -66.8% | 13F ↗ |
| 14 | GOOGL Alphabet Inc. Class A | 44,847 | $15.4M | 1.2% | +2.9% | 13F ↗ |
| 15 | AVGO Broadcom Inc. | 42,796 | $15.0M | 1.2% | +3.8% | 13F ↗ |
| 16 | ANET Arista Networks, Inc. | 70,066 | $14.3M | 1.1% | +1.9% | 13F ↗ |
| 17 | JPM JPMorgan Chase & Co. | 36,835 | $12.2M | 1.0% | +2.0% | 13F ↗ |
| 18 | LRCX Lam Research Corporation | 34,990 | $11.5M | 0.9% | +7.6% | 13F ↗ |
| 19 | Flexshares Tr Mornstar Upstr | 188,023 | $10.6M | 0.8% | New | 13F ↗ |
| 20 | CIEN Ciena Corporation | 28,916 | $10.2M | 0.8% | +0.4% | 13F ↗ |
| 21 | iShares Tr Glb Infrastr Etf | 162,671 | $10.0M | 0.8% | New | 13F ↗ |
| 22 | PWR Quanta Services, Inc. | 15,502 | $10.0M | 0.8% | -0.6% | 13F ↗ |
| 23 | MSFT Microsoft Corporation | 19,341 | $9.9M | 0.8% | +3.7% | 13F ↗ |
| 24 | Vanguard Malvern Fds Strm Infproidx | 166,177 | $8.2M | 0.6% | +10.7% | 13F ↗ |
| 25 | LLY Eli Lilly and Company | 6,780 | $7.8M | 0.6% | +2.1% | 13F ↗ |
| 26 | Select Sector Spdr Tr St Str Techn Etf | 36,498 | $7.1M | 0.6% | Unchanged | 13F ↗ |
| 27 | iShares Tr Core S&P500 Etf | 8,660 | $6.6M | 0.5% | +0.2% | 13F ↗ |
| 28 | iShares Tr Msci Usa Mmentm | 20,335 | $6.5M | 0.5% | Unchanged | 13F ↗ |
| 29 | iShares Tr National Mun Etf | 59,706 | $6.0M | 0.5% | +9.1% | 13F ↗ |
| 30 | ADI Analog Devices, Inc. | 14,174 | $5.6M | 0.4% | +2.2% | 13F ↗ |
| 31 | C Citigroup, Inc. | 42,301 | $5.5M | 0.4% | +2.0% | 13F ↗ |
| 32 | XOM ExxonMobil Holdings Corporation | 30,981 | $5.0M | 0.4% | New | 13F ↗ |
| 33 | NUE Nucor Corporation | 20,826 | $4.9M | 0.4% | +1.8% | 13F ↗ |
| 34 | COR Cencora, Inc. | 16,062 | $4.8M | 0.4% | +0.2% | 13F ↗ |
| 35 | BRK-A Berkshire Hathaway Inc. Class A | 6 | $4.5M | 0.4% | Unchanged | 13F ↗ |
| 36 | BAC Bank of America Corporation | 81,239 | $4.4M | 0.3% | +1.5% | 13F ↗ |
| 37 | COST Costco Wholesale Corporation | 4,803 | $4.4M | 0.3% | +1.7% | 13F ↗ |
| 38 | TXN Texas Instruments Incorporated | 14,267 | $4.0M | 0.3% | +2.1% | 13F ↗ |
| 39 | GD General Dynamics Corporation | 10,698 | $3.5M | 0.3% | +3.9% | 13F ↗ |
| 40 | EQIX Equinix, Inc. | 3,494 | $3.5M | 0.3% | +2.2% | 13F ↗ |
| 41 | Tidal Trust II Ret Stckd Gl Stk | 118,614 | $3.5M | 0.3% | +0.4% | 13F ↗ |
| 42 | KO Coca-Cola Company | 40,332 | $3.5M | 0.3% | +1.4% | 13F ↗ |
| 43 | EXPE Expedia Group, Inc. | 12,976 | $3.4M | 0.3% | +2.4% | 13F ↗ |
| 44 | AMZN Amazon.com, Inc. | 13,619 | $3.4M | 0.3% | +5.7% | 13F ↗ |
| 45 | Select Sector Spdr Tr St Str Energ Etf | 54,244 | $3.3M | 0.3% | Unchanged | 13F ↗ |
| 46 | PRU Prudential Financial, Inc. | 29,137 | $3.3M | 0.3% | +2.1% | 13F ↗ |
| 47 | CSCO Cisco Systems, Inc. | 28,338 | $3.1M | 0.2% | -8.7% | 13F ↗ |
| 48 | GNRC Generac Holdlings Inc. | 14,635 | $3.0M | 0.2% | +1991% | 13F ↗ |
| 49 | TMUS T-Mobile US, Inc. | 18,027 | $2.9M | 0.2% | +3.2% | 13F ↗ |
| 50 | ICE Intercontinental Exchange Inc. | 18,931 | $2.9M | 0.2% | +6.3% | 13F ↗ |
Showing the top 50 of 207 positions. Premium lists every position, plus puts and calls.
Changes since Q2 2026
15 new, 89 added to, 30 trimmed, 9 exited, 73 unchanged. By estimated dollars.
New positions (15)
| Flexshares Tr Mornstar Upstr | 188,023 | New | $10.6M |
| iShares Tr Glb Infrastr Etf | 162,671 | New | $10.0M |
| XOM ExxonMobil Holdings Corporation | 30,981 | New | $5.0M |
| DASH DoorDash, Inc. | 10,993 | New | $2.0M |
| GWW W.W. Grainger, Inc. | 295 | New | $367.5K |
| PANW Palo Alto Networks, Inc. | 897 | New | $356.4K |
| IRM Iron Mountain Incorporated | 2,593 | New | $287.7K |
| SHOP Shopify Inc. | 1,905 | New | $282.5K |
| COP ConocoPhillips | 2,097 | New | $262.4K |
| FTNT Fortinet, Inc. | 1,390 | New | $248.5K |
Added to (89)
| iShares Tr Core Us Aggbd Et | 422,624 | +8.7% | $3.2M |
| GNRC Generac Holdlings Inc. | 14,635 | +1991% | $2.9M |
| J P Morgan Exchange Traded F Ultra Shrt Etf | 398,326 | +9.5% | $1.7M |
| LRCX Lam Research Corporation | 34,990 | +7.6% | $813.1K |
| Vanguard Malvern Fds Strm Infproidx | 166,177 | +10.7% | $787.8K |
| iShares Tr Core Div Grwth | 847,306 | +1.0% | $621.6K |
| NVDA NVIDIA Corporation | 104,999 | +2.4% | $560.2K |
| AVGO Broadcom Inc. | 42,796 | +3.8% | $543.6K |
| iShares Tr National Mun Etf | 59,706 | +9.1% | $502.5K |
| iShares Tr Rus 1000 Grw Etf | 735,798 | +0.5% | $490.3K |
Trimmed (30)
| iShares Tr Core S&P Mcp Etf | 236,538 | -66.8% | -$34.2M |
| RSG Republic Services, Inc. | 1,363 | -90.6% | -$2.7M |
| META Meta Platforms, Inc. | 1,636 | -64.1% | -$2.1M |
| AAPL Apple Inc. | 56,428 | -5.9% | -$1.2M |
| FBIZ First Business Financial Services, Inc. | 327,189 | -3.8% | -$894.1K |
| iShares Tr Core Msci Eafe | 1.56M | -0.5% | -$698.2K |
| iShares Tr Rus 1000 Val Etf | 264,391 | -0.5% | -$358.0K |
| CSCO Cisco Systems, Inc. | 28,338 | -8.7% | -$290.6K |
| SCHW Charles Schwab Corporation | 2,250 | -25.3% | -$74.7K |
| MA Mastercard Incorporated | 1,296 | -9.1% | -$71.1K |
Exited (9)
| Exxon Mobil Corp | 30,811 | Exited | -$4.2M |
| Electronic Arts Inc | 14,127 | Exited | -$2.9M |
| ACN Accenture plc | 3,896 | Exited | -$484.8K |
| PNC PNC Financial Services Group, Inc. | 1,130 | Exited | -$278.2K |
| CVS CVS Health Corporation | 2,312 | Exited | -$239.2K |
| KEY KeyCorp | 9,791 | Exited | -$225.7K |
| WEC WEC Energy Group, Inc. | 1,930 | Exited | -$225.4K |
| ENB Enbridge Inc | 3,946 | Exited | -$213.9K |
| SPG Simon Property Group, Inc. | 931 | Exited | -$208.2K |
The 10 largest of each, by estimated dollars: shares changed times the later report's price. Index tracking, splits and mergers move positions too.
All positions
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Reported value by quarter
Value and number of positions at the end of each quarter.
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Largest positions in earlier quarters
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Ten largest positions
By value, Q3 2026.
Filings
| Filing | ||||||
|---|---|---|---|---|---|---|
| Q3 2026 | Oct 29, 2026 | 13F-HR | 207 | $1.3B | Current | SEC ↗ |
| Q2 2026 | Jul 28, 2026 | 13F-HR | 201 | $1.3B | Current | SEC ↗ |
| Q1 2026 | May 1, 2026 | 13F-HR | 192 | $1.1B | Current | SEC ↗ |
| Q4 2025 | Feb 6, 2026 | 13F-HR | 168 | $1.1B | Current | SEC ↗ |
| Q3 2025 | Oct 30, 2025 | 13F-HR | 185 | $1.1B | Current | SEC ↗ |
| Q2 2025 | Jul 31, 2025 | 13F-HR | 185 | $1.1B | Current | SEC ↗ |
| Q1 2025 | May 2, 2025 | 13F-HR | 170 | $1.0B | Current | SEC ↗ |
Most recent first, up to 80. An amendment can replace a report or add holdings to it. All 13F filings
Information, not investment advice. Values are the fund's own figures at quarter end; a report can be up to 45 days old when filed. Disclaimer