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CIK: 0001521951
Total reported value
$1.3B
$1.3B
162 檔
44.2%
As reported in its official Q4 2024 Form 13F filing, First Business Financial Services, Inc.'s tracked investment portfolio stood at $1.3B with 162 total positions.
In Q4 2024, First Business Financial Services, Inc. displayed an active expansion posture, initiating 14 new positions and adding to 61 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 25.19% | +0.07% | +0.15% | |
| 2 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 11.56% | -0.78% | +0.39% | |
| 3 | IWF | Ishares Russell 1000 Growth | ETF-Other | 8.07% | +0.10% | +0.02% | |
| 4 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 6.08% | +0.23% | +0.71% | |
| 5 | DGRO | Ishares Core Dividend Growth | ETF-Other | 5.49% | -0.28% | +0.67% | |
| 6 | IWD | Ishares Russell 1000 Value E | ETF-Other | 5.26% | -0.06% | +0.37% | |
| 7 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 4.65% | +0.01% | +0.68% | |
| 8 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 3.99% | -0.34% | +1.30% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.48% | — | -0.06% | |
| 10 | FBIZ | First Business Financial Ser | Stock-Other | 1.72% | -0.06% | +2.78% | |
| 11 | AAPL | Apple Inc | Stock-Tech | 1.45% | +0.01% | +1.00% | |
| 12 | NVDA | Nvidia CORP | Stock-Tech | 1.12% | +0.04% | +2.97% | |
| 13 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 1.03% | -0.14% | +2.28% | |
| 14 | AVGO | Broadcom Inc | Stock-Tech | 0.87% | +0.06% | +3.57% | |
| 15 | MSFT | Microsoft CORP | Stock-Tech | 0.77% | -0.05% | +1.16% | |
| 16 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.74% | — | +1.45% | |
| 17 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.70% | +0.13% | +2.28% | |
| 18 | ANET | Arista Networks Inc | Stock-Tech | 0.65% | +0.19% | — | |
| 19 | CAT | Caterpillar Inc | Stock-Industrials | 0.53% | +0.01% | +2098.95% | |
| 20 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.46% | +0.10% | +2.05% | |
| 21 | MGEE | Mge Energy Inc | Stock-Other | 0.42% | — | +569.57% | |
| 22 | MUB | Ishares National Muni Bond E | ETF-Other | 0.42% | -0.04% | — | |
| 23 | DE | Deere & Co | Stock-Industrials | 0.42% | — | — | |
| 24 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 0.42% | +0.11% | — | |
| 25 | PWR | Quanta Services Inc | Stock-Industrials | 0.40% | +0.11% | +8.92% | |
| 26 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.38% | -0.07% | +2.55% | |
| 27 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.34% | +0.12% | — | |
| 28 | TMUS | T-mobile US Inc | Stock-Comm Services | 0.32% | -0.09% | +3.40% | |
| 29 | SYK | Stryker CORP | Stock-Healthcare | 0.32% | -0.04% | +3.22% | |
| 30 | XLK | Ss Technology Select Sector | ETF-Tech | 0.31% | +0.11% | — | |
| 31 | CSCO | Cisco Systems Inc | Stock-Tech | 0.30% | +0.07% | +2.21% | |
| 32 | COR | Cencora Inc | Stock-Healthcare | 0.30% | -0.08% | +2.49% | |
| 33 | XOM | Exxon Mobil CORP | Stock-Energy | 0.29% | -0.11% | +14.55% | |
| 34 | C | Citigroup Inc | Stock-Financials | 0.29% | +0.05% | +6.70% | |
| 35 | ADI | Analog Devices Inc | Stock-Tech | 0.28% | +0.05% | +3.18% | |
| 36 | BAC | Bank Of America CORP | Stock-Financials | 0.26% | +0.01% | +2.90% | |
| 37 | EQIX | Equinix Inc | Stock-Real Estate | 0.26% | -0.01% | +3.54% | |
| 38 | RSG | Republic Services Inc | Stock-Industrials | 0.25% | -0.04% | +1.71% | |
| 39 | GD | General Dynamics CORP | Stock-Industrials | 0.25% | -0.02% | +53.33% | |
| 40 | CTVA | Corteva Inc | Stock-Materials | 0.24% | — | +4.25% | |
| 41 | TXN | Texas Instruments Inc | Stock-Tech | 0.23% | +0.09% | +4.00% | |
| 42 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.23% | -0.04% | +0.40% | |
| 43 | XLE | Ss Energy Select Sector | ETF-Other | 0.23% | -0.08% | — | |
| 44 | ICE | Intercontinental Exchange In | Stock-Financials | 0.23% | -0.07% | +3.01% | |
| 45 | EA | Electronic Arts Inc | Stock-Comm Services | 0.23% | -0.04% | +3.93% | |
| 46 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.22% | — | +1.53% | |
| 47 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.22% | -0.02% | EXIT | |
| 48 | PRU | Prudential Financial Inc | Stock-Financials | 0.22% | — | +6.57% | |
| 49 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.21% | -0.03% | +0.43% | |
| 50 | LRCX | Lam Research CORP | Stock-Tech | 0.21% | +0.50% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ANET | Arista Networks Inc | +0.7% | NEW | New buy |
| 2 | CAT | Caterpillar Inc | +0.5% | +2098.95% | Add |
| 3 | IWF | Ishares Russell 1000 Growth | +0.4% | +0.02% | Add |
| 4 | MUB | Ishares National Muni Bond E | +0.4% | NEW | New buy |
| 5 | DE | Deere & Co | +0.4% | NEW | New buy |
| 6 | MGEE | Mge Energy Inc | +0.4% | +569.57% | Add |
| 7 | VTI | Vanguard Total Stock Mkt ETF | +0.3% | +0.15% | Add |
| 8 | AVGO | Broadcom Inc | +0.2% | +3.57% | Add |
| 9 | LRCX | Lam Research CORP | +0.2% | NEW | New buy |
| 10 | NVDA | Nvidia CORP | +0.1% | +2.97% | Add |
| 11 | GOOGL | Alphabet Inc-cl A | +0.1% | +2.28% | Add |
| 12 | AEE | Ameren Corporation | +0.1% | NEW | New buy |
| 13 | AAPL | Apple Inc | +0.1% | +1.00% | Add |
| 14 | JPM | Jpmorgan Chase & Co | +0.1% | +1.45% | Add |
| 15 | BLK | Blackrock Inc | +0.1% | NEW | New buy |
| 16 | LNT | Alliant Energy CORP | +0.1% | +332.04% | Add |
| 17 | GD | General Dynamics CORP | +0.1% | +53.33% | Add |
| 18 | SO | Southern Co/the | +0.1% | NEW | New buy |
| 19 | CIEN | Ciena CORP | +0.1% | +5.21% | Add |
| 20 | FBIZ | First Business Financial Ser | +0.1% | +2.78% | Add |
| 21 | PWR | Quanta Services Inc | +0.1% | +8.92% | Add |
| 22 | LULU | Lululemon Athletica Inc | +0.1% | +3.56% | Add |
| 23 | PLOW | Douglas Dynamics Inc | +0.1% | NEW | New buy |
| 24 | C | Citigroup Inc | 0% | +6.70% | Add |
| 25 | EXPE | Expedia Group Inc | 0% | +4.18% | Add |
| 26 | TTC | Toro Co | 0% | NEW | New buy |
| 27 | DUK | Duke Energy CORP | 0% | NEW | New buy |
| 28 | PLTR | Palantir Technologies Inc-a | 0% | — | Unchanged |
| 29 | CSCO | Cisco Systems Inc | 0% | +2.21% | Add |
| 30 | ADMA | Adma Biologics Inc | 0% | NEW | New buy |
| 31 | DRI | Darden Restaurants Inc | 0% | +3.39% | Add |
| 32 | AMZN | Amazon.com Inc | 0% | — | Unchanged |
| 33 | DIS | Walt Disney Co/the | 0% | -0.84% | Trim |
| 34 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | -0.06% | Trim |
| 35 | BAC | Bank Of America CORP | 0% | +2.90% | Add |
| 36 | TMUS | T-mobile US Inc | 0% | +3.40% | Add |
| 37 | EQIX | Equinix Inc | 0% | +3.54% | Add |
| 38 | IBM | Intl Business Machines CORP | 0% | NEW | New buy |
| 39 | MS | Morgan Stanley | 0% | NEW | New buy |
| 40 | COST | Costco Wholesale CORP | 0% | +2.55% | Add |
| 41 | HON | Honeywell International Inc | 0% | NEW | New buy |
| 42 | USB | US Bancorp | 0% | +39.03% | Add |
| 43 | KR | Kroger Co | 0% | +2.94% | Add |
| 44 | XLY | Ss Consumer Disc Select Sect | 0% | — | Unchanged |
| 45 | HLT | Hilton Worldwide Holdings In | 0% | +3.79% | Add |
| 46 | GOOG | Alphabet Inc-cl C | 0% | — | Unchanged |
| 47 | XOM | Exxon Mobil CORP | 0% | +14.55% | Add |
| 48 | EA | Electronic Arts Inc | 0% | +3.93% | Add |
| 49 | MRVL | Marvell Technology Inc | 0% | — | Unchanged |
| 50 | SLB | Slb LTD | 0% | +18.20% | Add |
According to official SEC Form 13F filings, First Business Financial Services, Inc. reported a total U.S. public equity portfolio value of $1.3B across 162 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VTI, IEFA, IWF) accounted for 44.2% of total reported equity market value during Q4 2024.
Top New Position Initiated
ANET
市值: $6.6M
Top Position Liquidated / Trimmed
PLFRX
前期市值: $16.1M
During Q4 2024, First Business Financial Services, Inc.'s top holdings by market value included VTI (25.2%)、IEFA (11.6%)、IWF (8.1%). The largest single position, VTI, represented 25.2% of total portfolio value.
In Q4 2024, First Business Financial Services, Inc. made 99 total portfolio adjustments, initiating 14 new buys, adding to 61 positions, trimming 13 holdings, and fully liquidating 11 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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