13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001521951
Total reported value
$1.3B
$1.3B
201 檔
52.7%
In Q2 2026, First Business Financial Services, Inc.'s U.S. equity holdings reached a combined market value of $1.3B, distributed across 201 disclosed stock positions.
In Q2 2026, First Business Financial Services, Inc. displayed an active expansion posture, initiating 15 new positions and adding to 110 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 201 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 22.81% | +0.43% | -0.29% | |
| 2 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 11.74% | +0.07% | +0.74% | |
| 3 | IWF | Ishares Russell 1000 Growth | ETF-Other | 7.05% | +0.15% | +299.26% | |
| 4 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 5.77% | -0.42% | +0.21% | |
| 5 | IWD | Ishares Russell 1000 Value E | ETF-Other | 5.00% | +0.12% | -0.14% | |
| 6 | DGRO | Ishares Core Dividend Growth | ETF-Other | 4.93% | +0.06% | +0.47% | |
| 7 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 4.26% | -2.93% | +0.59% | |
| 8 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 2.98% | +0.14% | +3.44% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.53% | +0.07% | -0.16% | |
| 10 | FBIZ | First Business Financial Ser | Stock-Other | 1.67% | +0.09% | -5.85% | |
| 11 | NVDA | Nvidia CORP | Stock-Tech | 1.59% | +0.28% | +2.60% | |
| 12 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 1.43% | +0.14% | +4.03% | |
| 13 | AAPL | Apple Inc | Stock-Tech | 1.35% | +0.12% | +0.82% | |
| 14 | AVGO | Broadcom Inc | Stock-Tech | 1.21% | -0.04% | -0.96% | |
| 15 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.21% | — | +3.39% | |
| 16 | CIEN | Ciena CORP | Stock-Tech | 1.10% | -0.31% | -4.13% | |
| 17 | LRCX | Lam Research CORP | Stock-Tech | 1.09% | -0.19% | +5.43% | |
| 18 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.92% | +0.03% | +2.21% | |
| 19 | ANET | Arista Networks Inc | Stock-Tech | 0.91% | +0.20% | +3.89% | |
| 20 | PWR | Quanta Services Inc | Stock-Industrials | 0.87% | -0.09% | +0.43% | |
| 21 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.62% | -0.01% | +3.52% | |
| 22 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.59% | +0.06% | +13.06% | |
| 23 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 0.54% | -0.04% | — | |
| 24 | MSFT | Microsoft CORP | Stock-Tech | 0.54% | +0.23% | +3.31% | |
| 25 | XLK | Ss Technology Select Sector | ETF-Tech | 0.54% | +0.02% | — | |
| 26 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.50% | +0.02% | +33.44% | |
| 27 | MUB | Ishares National Muni Bond E | ETF-Other | 0.46% | +0.01% | +3.31% | |
| 28 | C | Citigroup Inc | Stock-Financials | 0.45% | -0.02% | +3.50% | |
| 29 | ADI | Analog Devices Inc | Stock-Tech | 0.43% | +0.01% | +3.74% | |
| 30 | BAC | Bank Of America CORP | Stock-Financials | 0.35% | — | +3.06% | |
| 31 | NUE | Nucor CORP | Stock-Materials | 0.35% | +0.03% | +4.13% | |
| 32 | COR | Cencora Inc | Stock-Healthcare | 0.35% | +0.03% | +4.44% | |
| 33 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.35% | — | — | |
| 34 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.34% | — | +1.59% | |
| 35 | XOM | Exxon Mobil CORP | Stock-Energy | 0.33% | -0.33% | EXIT | |
| 36 | TXN | Texas Instruments Inc | Stock-Tech | 0.32% | -0.01% | +2.74% | |
| 37 | GD | General Dynamics CORP | Stock-Industrials | 0.28% | — | +4.45% | |
| 38 | CSCO | Cisco Systems Inc | Stock-Tech | 0.28% | -0.04% | -0.04% | |
| 39 | RSSB | Rtrn Stack Glbl Stk & Bd ETF | ETF-Other | 0.28% | — | +51.02% | |
| 40 | EQIX | Equinix Inc | Stock-Real Estate | 0.28% | — | +3.67% | |
| 41 | EXPE | Expedia Group Inc | Stock-Consumer Disc | 0.25% | +0.02% | +3.84% | |
| 42 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.25% | +0.02% | +2.60% | |
| 43 | SYK | Stryker CORP | Stock-Healthcare | 0.24% | -0.02% | +3.72% | |
| 44 | RSG | Republic Services Inc | Stock-Industrials | 0.24% | -0.22% | +1.62% | |
| 45 | PRU | Prudential Financial Inc | Stock-Financials | 0.24% | +0.02% | +1.76% | |
| 46 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.24% | +0.02% | +4.21% | |
| 47 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.24% | -0.02% | +3.53% | |
| 48 | NEE | Nextera Energy Inc | Stock-Utilities | 0.24% | -0.03% | +4.00% | |
| 49 | TOL | Toll Brothers Inc | Stock-Consumer Disc | 0.23% | -0.03% | +6.49% | |
| 50 | TMUS | T-mobile US Inc | Stock-Comm Services | 0.23% | — | +3.37% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | LRCX | Lam Research CORP | +0.5% | +5.43% | Add |
| 2 | IJR | Ishares Core S&p Small-cap E | +0.2% | +0.21% | Add |
| 3 | ANET | Arista Networks Inc | +0.2% | +3.89% | Add |
| 4 | HWM | Howmet Aerospace Inc | +0.2% | NEW | New buy |
| 5 | GOOGL | Alphabet Inc-cl A | +0.1% | +3.39% | Add |
| 6 | IVV | Ishares Core S&p 500 ETF | +0.1% | +33.44% | Add |
| 7 | PWR | Quanta Services Inc | +0.1% | +0.43% | Add |
| 8 | XLK | Ss Technology Select Sector | +0.1% | — | Unchanged |
| 9 | MTUM | Ishares Msci USA Momentum Fa | +0.1% | — | Unchanged |
| 10 | IWF | Ishares Russell 1000 Growth | +0.1% | +299.26% | Add |
| 11 | LLY | Eli Lilly & Co | +0.1% | +3.52% | Add |
| 12 | AMD | Advanced Micro Devices | +0.1% | +2.68% | Add |
| 13 | TXN | Texas Instruments Inc | +0.1% | +2.74% | Add |
| 14 | RSSB | Rtrn Stack Glbl Stk & Bd ETF | +0.1% | +51.02% | Add |
| 15 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | -0.29% | Trim |
| 16 | CSCO | Cisco Systems Inc | +0.1% | -0.04% | Trim |
| 17 | AVGO | Broadcom Inc | +0.1% | -0.96% | Trim |
| 18 | CIEN | Ciena CORP | +0.1% | -4.13% | Trim |
| 19 | GLW | Corning Inc | +0.1% | -4.73% | Trim |
| 20 | C | Citigroup Inc | +0.1% | +3.50% | Add |
| 21 | ADI | Analog Devices Inc | +0.1% | +3.74% | Add |
| 22 | NUE | Nucor CORP | +0.1% | +4.13% | Add |
| 23 | NVDA | Nvidia CORP | 0% | +2.60% | Add |
| 24 | MRVL | Marvell Technology Inc | 0% | -3.60% | Trim |
| 25 | AMAT | Applied Materials Inc | 0% | +9.92% | Add |
| 26 | MU | Micron Technology Inc | 0% | NEW | New buy |
| 27 | QCOM | Qualcomm Inc | 0% | +4.13% | Add |
| 28 | INTC | Intel CORP | 0% | NEW | New buy |
| 29 | TOL | Toll Brothers Inc | 0% | +6.49% | Add |
| 30 | ASML | ASML Holding N.V. | 0% | +0.27% | Add |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | +29.06% | Add |
| 32 | TRI | Thomson Reuters CORP | 0% | NEW | New buy |
| 33 | STX | Seagate Technology Holdings plc | 0% | NEW | New buy |
| 34 | TSM | Taiwan Semiconductor-sp Adr | 0% | NEW | New buy |
| 35 | GE | General Electric | 0% | +31.88% | Add |
| 36 | CVS | Cvs Health CORP | 0% | NEW | New buy |
| 37 | KEY | Keycorp | 0% | NEW | New buy |
| 38 | WEC | Wec Energy Group Inc | 0% | NEW | New buy |
| 39 | WFC | Wells Fargo & Co | 0% | NEW | New buy |
| 40 | ENB | Enbridge Inc | 0% | NEW | New buy |
| 41 | UBER | Uber Technologies Inc | 0% | NEW | New buy |
| 42 | SPG | Simon Property Group Inc | 0% | NEW | New buy |
| 43 | CEG | Constellation Energy | 0% | NEW | New buy |
| 44 | GNRC | Generac Holdings Inc | 0% | NEW | New buy |
| 45 | IJH | Ishares Core S&p Midcap ETF | 0% | +0.59% | Add |
| 46 | AAPL | Apple Inc | 0% | +0.82% | Add |
| 47 | BAC | Bank Of America CORP | 0% | +3.06% | Add |
| 48 | GOOG | Alphabet Inc-cl C | 0% | +1.96% | Add |
| 49 | AMZN | Amazon.com Inc | 0% | +4.21% | Add |
| 50 | ATI | Ati Inc | 0% | -4.36% | Trim |
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 201 disclosed positions in Q2 2026.
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 52.7% of total reported equity market value during Q2 2026.
Top New Position Initiated
HWM
市值: $2.1M
Top Position Liquidated / Trimmed
TRI4EUR
前期市值: $354.7K
During Q2 2026, First Business Financial Services, Inc.'s top holdings by market value included VTI (22.8%)、IEFA (11.7%)、IWF (7.0%). The largest single position, VTI, represented 22.8% of total portfolio value.
In Q2 2026, First Business Financial Services, Inc. made 153 total portfolio adjustments, initiating 15 new buys, adding to 110 positions, trimming 22 holdings, and fully liquidating 6 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.