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CIK: 0001521951
Total reported value
$1.3B
$1.3B
185 檔
48.5%
The Q2 2025 SEC filing reveals that First Business Financial Services, Inc. held a total portfolio value of $1.3B, covering 185 public equity positions.
First Business Financial Services, Inc. executed strategic sector rebalancing during Q2 2025, establishing 20 new positions while fully exiting 5 holdings and trimming 50 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 24.72% | +0.07% | -0.04% | |
| 2 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 12.82% | -0.78% | -0.46% | |
| 3 | IWF | Ishares Russell 1000 Growth | ETF-Other | 7.86% | +0.10% | -0.16% | |
| 4 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 5.55% | +0.23% | -1.19% | |
| 5 | DGRO | Ishares Core Dividend Growth | ETF-Other | 5.40% | -0.28% | +0.07% | |
| 6 | IWD | Ishares Russell 1000 Value E | ETF-Other | 5.17% | -0.06% | -0.25% | |
| 7 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 4.42% | +0.01% | -0.43% | |
| 8 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 3.19% | -0.34% | -6.02% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.45% | — | — | |
| 10 | FBIZ | First Business Financial Ser | Stock-Other | 1.80% | -0.06% | +0.17% | |
| 11 | NVDA | Nvidia CORP | Stock-Tech | 1.45% | +0.04% | +11.79% | |
| 12 | AAPL | Apple Inc | Stock-Tech | 1.10% | +0.01% | -2.55% | |
| 13 | AVGO | Broadcom Inc | Stock-Tech | 0.99% | +0.06% | -2.55% | |
| 14 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.90% | -0.14% | -5.23% | |
| 15 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.89% | — | +2.65% | |
| 16 | MSFT | Microsoft CORP | Stock-Tech | 0.81% | -0.05% | -6.13% | |
| 17 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.65% | +0.13% | +2.82% | |
| 18 | ANET | Arista Networks Inc | Stock-Tech | 0.61% | +0.19% | +2.10% | |
| 19 | CAT | Caterpillar Inc | Stock-Industrials | 0.51% | +0.01% | — | |
| 20 | PWR | Quanta Services Inc | Stock-Industrials | 0.50% | +0.11% | +9.56% | |
| 21 | DE | Deere & Co | Stock-Industrials | 0.46% | — | — | |
| 22 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 0.44% | +0.11% | — | |
| 23 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.43% | +0.10% | -5.36% | |
| 24 | COR | Cencora Inc | Stock-Healthcare | 0.42% | -0.08% | +7.23% | |
| 25 | XLK | Ss Technology Select Sector | ETF-Tech | 0.42% | +0.11% | +38.93% | |
| 26 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.41% | -0.07% | +1.69% | |
| 27 | MUB | Ishares National Muni Bond E | ETF-Other | 0.41% | -0.04% | -1.13% | |
| 28 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.39% | -0.03% | — | |
| 29 | MGEE | Mge Energy Inc | Stock-Other | 0.37% | — | +1.35% | |
| 30 | SYK | Stryker CORP | Stock-Healthcare | 0.34% | -0.04% | -0.54% | |
| 31 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.33% | +0.12% | — | |
| 32 | TMUS | T-mobile US Inc | Stock-Comm Services | 0.33% | -0.09% | -5.61% | |
| 33 | RSG | Republic Services Inc | Stock-Industrials | 0.32% | -0.04% | +5.89% | |
| 34 | BAC | Bank Of America CORP | Stock-Financials | 0.31% | +0.01% | +8.46% | |
| 35 | C | Citigroup Inc | Stock-Financials | 0.30% | +0.05% | -14.24% | |
| 36 | ADI | Analog Devices Inc | Stock-Tech | 0.29% | +0.05% | -5.05% | |
| 37 | XOM | Exxon Mobil CORP | Stock-Energy | 0.28% | -0.11% | +0.85% | |
| 38 | ICE | Intercontinental Exchange In | Stock-Financials | 0.27% | -0.07% | -1.44% | |
| 39 | GD | General Dynamics CORP | Stock-Industrials | 0.26% | -0.02% | -5.05% | |
| 40 | LRCX | Lam Research CORP | Stock-Tech | 0.26% | +0.50% | -6.85% | |
| 41 | TXN | Texas Instruments Inc | Stock-Tech | 0.24% | +0.09% | -3.36% | |
| 42 | EA | Electronic Arts Inc | Stock-Comm Services | 0.24% | -0.04% | -1.55% | |
| 43 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.24% | -0.01% | +66.47% | |
| 44 | EQIX | Equinix Inc | Stock-Real Estate | 0.24% | -0.01% | +10.59% | |
| 45 | CSCO | Cisco Systems Inc | Stock-Tech | 0.22% | +0.07% | -34.29% | |
| 46 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.22% | -0.04% | -4.70% | |
| 47 | DRI | Darden Restaurants Inc | Stock-Consumer Disc | 0.21% | -0.01% | -11.67% | |
| 48 | XLE | Ss Energy Select Sector | ETF-Other | 0.21% | -0.08% | — | |
| 49 | NFLX | Netflix Inc | Stock-Comm Services | 0.21% | -0.06% | — | |
| 50 | CIEN | Ciena CORP | Stock-Tech | 0.20% | +0.06% | +13.90% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IWF | Ishares Russell 1000 Growth | +0.6% | -0.16% | Trim |
| 2 | NVDA | Nvidia CORP | +0.5% | +11.79% | Add |
| 3 | VTI | Vanguard Total Stock Mkt ETF | +0.3% | -0.04% | Trim |
| 4 | AVGO | Broadcom Inc | +0.3% | -2.55% | Trim |
| 5 | NFLX | Netflix Inc | +0.2% | NEW | New buy |
| 6 | NUE | Nucor CORP | +0.2% | NEW | New buy |
| 7 | PWR | Quanta Services Inc | +0.2% | +9.56% | Add |
| 8 | XLK | Ss Technology Select Sector | +0.2% | +38.93% | Add |
| 9 | TOL | Toll Brothers Inc | +0.1% | NEW | New buy |
| 10 | ANET | Arista Networks Inc | +0.1% | +2.10% | Add |
| 11 | OSK | Oshkosh CORP | +0.1% | NEW | New buy |
| 12 | CRM | Salesforce Inc | +0.1% | NEW | New buy |
| 13 | MSFT | Microsoft CORP | +0.1% | -6.13% | Trim |
| 14 | CL | Colgate-palmolive Co | +0.1% | NEW | New buy |
| 15 | APO | Apollo Global Management Inc | +0.1% | NEW | New buy |
| 16 | IEFA | Ishares Core Msci Eafe ETF | +0.1% | -0.46% | Trim |
| 17 | JPM | Jpmorgan Chase & Co | +0.1% | +2.65% | Add |
| 18 | KO | Coca-cola Co/the | +0.1% | +66.47% | Add |
| 19 | CIEN | Ciena CORP | +0.1% | +13.90% | Add |
| 20 | GOOGL | Alphabet Inc-cl A | +0.1% | +2.82% | Add |
| 21 | VB | Vanguard Small-cap ETF | +0.1% | +48.10% | Add |
| 22 | MTUM | Ishares Msci USA Momentum Fa | 0% | — | Unchanged |
| 23 | BAC | Bank Of America CORP | 0% | +8.46% | Add |
| 24 | LRCX | Lam Research CORP | 0% | -6.85% | Trim |
| 25 | COF | Capital One Financial CORP | 0% | NEW | New buy |
| 26 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | — | Unchanged |
| 27 | CAT | Caterpillar Inc | 0% | — | Unchanged |
| 28 | PLTR | Palantir Technologies Inc-a | 0% | — | Unchanged |
| 29 | IBM | Intl Business Machines CORP | 0% | +105.15% | Add |
| 30 | AMT | American Tower CORP | 0% | NEW | New buy |
| 31 | META | Meta Platforms Inc-class A | 0% | +21.32% | Add |
| 32 | OKLO | Oklo Inc | 0% | NEW | New buy |
| 33 | COR | Cencora Inc | 0% | +7.23% | Add |
| 34 | NEE | Nextera Energy Inc | 0% | +22.18% | Add |
| 35 | AMZN | Amazon.com Inc | 0% | +4.36% | Add |
| 36 | XLY | Ss Consumer Disc Select Sect | 0% | +14.16% | Add |
| 37 | GEV | GE Vernova Inc | 0% | NEW | New buy |
| 38 | WWD | Woodward Inc | 0% | NEW | New buy |
| 39 | MRVL | Marvell Technology Inc | 0% | NEW | New buy |
| 40 | MCHP | Microchip Technology Inc | 0% | NEW | New buy |
| 41 | STRT | Strattec Security CORP | 0% | NEW | New buy |
| 42 | IVW | Ishares S&p 500 Growth ETF | 0% | NEW | New buy |
| 43 | FELG | Fidelity Enh Lrg Cap Gwth | 0% | NEW | New buy |
| 44 | AMAT | Applied Materials Inc | 0% | NEW | New buy |
| 45 | CRWD | Crowdstrike Holdings Inc - A | 0% | NEW | New buy |
| 46 | HON | Honeywell International Inc | 0% | NEW | New buy |
| 47 | ORCL | Oracle CORP | 0% | — | Unchanged |
| 48 | IVV | Ishares Core S&p 500 ETF | 0% | — | Unchanged |
| 49 | ADI | Analog Devices Inc | 0% | -5.05% | Trim |
| 50 | PM | Philip Morris International | 0% | — | Unchanged |
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 185 disclosed positions in Q2 2025.
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 48.5% of total reported equity market value during Q2 2025.
Top New Position Initiated
NFLX
市值: $2.3M
Top Position Liquidated / Trimmed
LULU
前期市值: $1.3M
During Q2 2025, First Business Financial Services, Inc.'s top holdings by market value included VTI (24.7%)、IEFA (12.8%)、IWF (7.9%). The largest single position, VTI, represented 24.7% of total portfolio value.
In Q2 2025, First Business Financial Services, Inc. made 109 total portfolio adjustments, initiating 20 new buys, adding to 34 positions, trimming 50 holdings, and fully liquidating 5 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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