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CIK: 0001521951
Total reported value
$1.3B
$1.3B
185 檔
46.6%
As reported in its official Q3 2025 Form 13F filing, First Business Financial Services, Inc.'s tracked investment portfolio stood at $1.3B with 185 total positions.
In Q3 2025, First Business Financial Services, Inc. adopted a defensive or profit-taking posture, trimming 71 positions and completely liquidating 11 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 24.30% | +0.07% | -10.52% | |
| 2 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 12.18% | -0.78% | -10.69% | |
| 3 | IWF | Ishares Russell 1000 Growth | ETF-Other | 8.07% | +0.10% | -8.58% | |
| 4 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 5.44% | +0.23% | -11.25% | |
| 5 | DGRO | Ishares Core Dividend Growth | ETF-Other | 5.15% | -0.28% | -12.06% | |
| 6 | IWD | Ishares Russell 1000 Value E | ETF-Other | 4.96% | -0.06% | -10.11% | |
| 7 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 4.22% | +0.01% | -10.88% | |
| 8 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 3.34% | -0.34% | +1.79% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.68% | — | -0.46% | |
| 10 | FBIZ | First Business Financial Ser | Stock-Other | 1.76% | -0.06% | -5.14% | |
| 11 | NVDA | Nvidia CORP | Stock-Tech | 1.60% | +0.04% | -7.92% | |
| 12 | AAPL | Apple Inc | Stock-Tech | 1.32% | +0.01% | -5.29% | |
| 13 | AVGO | Broadcom Inc | Stock-Tech | 1.11% | +0.06% | -7.77% | |
| 14 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.94% | -0.14% | +2.91% | |
| 15 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.91% | — | -6.97% | |
| 16 | MSFT | Microsoft CORP | Stock-Tech | 0.89% | -0.05% | +3.75% | |
| 17 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.86% | +0.13% | -5.82% | |
| 18 | ANET | Arista Networks Inc | Stock-Tech | 0.76% | +0.19% | -13.33% | |
| 19 | CAT | Caterpillar Inc | Stock-Industrials | 0.64% | +0.01% | — | |
| 20 | PWR | Quanta Services Inc | Stock-Industrials | 0.53% | +0.11% | -5.35% | |
| 21 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 0.48% | +0.11% | — | |
| 22 | XLK | Ss Technology Select Sector | ETF-Tech | 0.47% | +0.11% | — | |
| 23 | MUB | Ishares National Muni Bond E | ETF-Other | 0.43% | -0.04% | +1.43% | |
| 24 | DE | Deere & Co | Stock-Industrials | 0.42% | — | — | |
| 25 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.42% | -0.03% | — | |
| 26 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.39% | +0.10% | -9.37% | |
| 27 | COR | Cencora Inc | Stock-Healthcare | 0.38% | -0.08% | -14.53% | |
| 28 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.36% | +0.12% | — | |
| 29 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.35% | -0.07% | -8.84% | |
| 30 | CIEN | Ciena CORP | Stock-Tech | 0.35% | +0.06% | -6.23% | |
| 31 | MGEE | Mge Energy Inc | Stock-Other | 0.34% | — | -5.37% | |
| 32 | BAC | Bank Of America CORP | Stock-Financials | 0.33% | +0.01% | -2.65% | |
| 33 | C | Citigroup Inc | Stock-Financials | 0.33% | +0.05% | -10.13% | |
| 34 | LRCX | Lam Research CORP | Stock-Tech | 0.32% | +0.50% | -10.48% | |
| 35 | TMUS | T-mobile US Inc | Stock-Comm Services | 0.30% | -0.09% | -9.95% | |
| 36 | SYK | Stryker CORP | Stock-Healthcare | 0.29% | -0.04% | -11.24% | |
| 37 | XOM | Exxon Mobil CORP | Stock-Energy | 0.27% | -0.11% | -9.94% | |
| 38 | EA | Electronic Arts Inc | Stock-Comm Services | 0.27% | -0.04% | -13.38% | |
| 39 | RSG | Republic Services Inc | Stock-Industrials | 0.27% | -0.04% | -11.43% | |
| 40 | GD | General Dynamics CORP | Stock-Industrials | 0.27% | -0.02% | -12.90% | |
| 41 | ADI | Analog Devices Inc | Stock-Tech | 0.26% | +0.05% | -13.47% | |
| 42 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.24% | -0.04% | -11.12% | |
| 43 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.23% | -0.01% | -1.83% | |
| 44 | XLE | Ss Energy Select Sector | ETF-Other | 0.22% | -0.08% | -0.48% | |
| 45 | ICE | Intercontinental Exchange In | Stock-Financials | 0.22% | -0.07% | -12.55% | |
| 46 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.22% | +0.01% | +14.21% | |
| 47 | NFLX | Netflix Inc | Stock-Comm Services | 0.22% | -0.06% | +16.12% | |
| 48 | NUE | Nucor CORP | Stock-Materials | 0.21% | +0.05% | +10.41% | |
| 49 | EXPE | Expedia Group Inc | Stock-Consumer Disc | 0.21% | — | -6.93% | |
| 50 | NEE | Nextera Energy Inc | Stock-Utilities | 0.20% | -0.04% | -8.71% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IWF | Ishares Russell 1000 Growth | +0.8% | -8.58% | Trim |
| 2 | NVDA | Nvidia CORP | +0.6% | -7.92% | Add |
| 3 | AVGO | Broadcom Inc | +0.4% | -7.77% | Trim |
| 4 | ANET | Arista Networks Inc | +0.3% | -13.33% | Trim |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.3% | -0.46% | Trim |
| 6 | GOOGL | Alphabet Inc-cl A | +0.3% | -5.82% | Trim |
| 7 | CIEN | Ciena CORP | +0.2% | -6.23% | Add |
| 8 | XLK | Ss Technology Select Sector | +0.2% | — | Add |
| 9 | PWR | Quanta Services Inc | +0.2% | -5.35% | Add |
| 10 | MSFT | Microsoft CORP | +0.2% | +3.75% | Trim |
| 11 | CAT | Caterpillar Inc | +0.2% | — | Unchanged |
| 12 | JPM | Jpmorgan Chase & Co | +0.1% | -6.97% | Trim |
| 13 | LRCX | Lam Research CORP | +0.1% | -10.48% | Trim |
| 14 | MTUM | Ishares Msci USA Momentum Fa | +0.1% | — | Unchanged |
| 15 | KO | Coca-cola Co/the | +0.1% | -1.83% | Add |
| 16 | BAC | Bank Of America CORP | +0.1% | -2.65% | Add |
| 17 | PLTR | Palantir Technologies Inc-a | +0.1% | -11.76% | Trim |
| 18 | AMZN | Amazon.com Inc | +0.1% | +14.21% | Add |
| 19 | GOOG | Alphabet Inc-cl C | +0.1% | -2.70% | Trim |
| 20 | IVV | Ishares Core S&p 500 ETF | 0% | — | Unchanged |
| 21 | EA | Electronic Arts Inc | 0% | -13.38% | Trim |
| 22 | XLY | Ss Consumer Disc Select Sect | 0% | — | Add |
| 23 | META | Meta Platforms Inc-class A | 0% | — | Add |
| 24 | ORCL | Oracle CORP | 0% | — | Unchanged |
| 25 | EXPE | Expedia Group Inc | 0% | -6.93% | Trim |
| 26 | NEE | Nextera Energy Inc | 0% | -8.71% | Add |
| 27 | XLI | Ss Industrial Select Sector | 0% | — | Unchanged |
| 28 | GLW | Corning Inc | 0% | — | Unchanged |
| 29 | IBM | Intl Business Machines CORP | 0% | -8.28% | Add |
| 30 | VOX | Vanguard Communication Servi | 0% | — | Unchanged |
| 31 | ASML | ASML Holding N.V. | 0% | — | Unchanged |
| 32 | TEL | TE Connectivity plc | 0% | — | Unchanged |
| 33 | SLV | Ishares Silver Trust | 0% | — | Add |
| 34 | VUG | Vanguard Growth ETF | 0% | — | Unchanged |
| 35 | C | Citigroup Inc | 0% | -10.13% | Trim |
| 36 | ETN | Eaton Corporation plc | 0% | — | Unchanged |
| 37 | AMD | Advanced Micro Devices | 0% | — | Unchanged |
| 38 | IWO | Ishares Russell 2000 Growth | 0% | — | Unchanged |
| 39 | BLK | Blackrock Inc | 0% | — | Unchanged |
| 40 | PLOW | Douglas Dynamics Inc | 0% | — | Unchanged |
| 41 | XLC | Ss Comm Select Sector Spdr | 0% | — | Unchanged |
| 42 | VB | Vanguard Small-cap ETF | 0% | -33.66% | Trim |
| 43 | WMT | Walmart Inc | 0% | -0.21% | Trim |
| 44 | GE | General Electric | 0% | — | Unchanged |
| 45 | HWM | Howmet Aerospace Inc | 0% | — | Unchanged |
| 46 | VGT | Vanguard Info Tech ETF | 0% | — | Unchanged |
| 47 | GS | Goldman Sachs Group Inc | 0% | — | Unchanged |
| 48 | MS | Morgan Stanley | 0% | — | Unchanged |
| 49 | BMO | Bank Of Montreal | 0% | — | Unchanged |
| 50 | IXN | Ishares Global Tech ETF | 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 Q3 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 46.6% of total reported equity market value during Q3 2025.
Top New Position Initiated
NFLX
市值: $2.4M
Top Position Liquidated / Trimmed
CTVA
前期市值: $2.9M
During Q3 2025, First Business Financial Services, Inc.'s top holdings by market value included VTI (24.3%)、IEFA (12.2%)、IWF (8.1%). The largest single position, VTI, represented 24.3% of total portfolio value.
In Q3 2025, First Business Financial Services, Inc. made 129 total portfolio adjustments, initiating 26 new buys, adding to 21 positions, trimming 71 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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