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First Business Financial Services, Inc.

Q3 2026 Holdings

Filed 2026-10-29 | 207 holdings | $1.3B | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↓Shares% Portfolio
Vanguard Total Stock Market ET(VTI)Com922908769$297.6M795,21723.2%
iShares Core Msci Eafe ETF(IEFA)Com46432F842$151.2M1,560,37111.8%
iShares Russell 1000 Growth ET(IWF)Com464287614$92.2M735,7987.2%
iShares Core S&P Small-Cap ETF(IJR)Com464287804$68.5M503,2955.3%
iShares Russell 1000 Value ETF(IWD)Com464287598$65.6M264,3915.1%
iShares Core Dividend Growth(DGRO)Com46434V621$63.9M847,3065.0%
iShares Core US Aggregate Bond(AGG)Com464287226$40.0M422,6243.1%
State Street Spdr S&P 500 ETF(SPY)Com78462F103$33.3M43,6842.6%
Nvidia Corp(NVDA)Com67066G104$24.0M104,9991.9%
First Business Financial Servi(FBIZ)Com319390100$22.5M327,1891.8%
JPMorgan Ultra-Short Income ET(JPST)Com46641Q837$20.1M398,3261.6%
Apple Inc(AAPL)Com037833100$18.8M56,4281.5%
iShares Core S&P Mid-Cap ETF(IJH)Com464287507$17.0M236,5381.3%
Alphabet Inc Cap Stk Cl A(GOOGL)Com02079K305$15.4M44,8471.2%
Broadcom Inc(AVGO)Com11135F101$15.0M42,7961.2%
Arista Networks Inc(ANET)Com040413205$14.3M70,0661.1%
JPMorgan Chase & Co(JPM)Com46625H100$12.2M36,8351.0%
Lam Research Corporation(LRCX)Com512807306$11.5M34,9900.9%
Northern Trust Global Natural(GUNR)Com33939L407$10.6M188,0230.8%
Ciena Corp(CIEN)Com171779309$10.2M28,9160.8%
iShares Global Infrastructure(IGF)Com464288372$10.0M162,6710.8%
Quanta Services Inc(PWR)Com74762E102$10.0M15,5020.8%
Microsoft Corp(MSFT)Com594918104$9.9M19,3410.8%
Vanguard Short-Term Inflation(VTIP)Com922020805$8.2M166,1770.6%
Lilly Eli Co(LLY)Com532457108$7.8M6,7800.6%
State Street Technology Select(XLK)Com81369Y803$7.1M36,4980.6%
iShares S&P 500 Core(IVV)Com464287200$6.6M8,6600.5%
iShares Edge Msci USA Momentum(MTUM)Com46432F396$6.5M20,3350.5%
iShares National Muni Bond ETF(MUB)Com464288414$6.0M59,7060.5%
Analog Devices Inc(ADI)Com032654105$5.6M14,1740.4%
Citigroup Inc(C)Com172967424$5.5M42,3010.4%
ExxonMobil Holdings Corp(XOM)Com30233Q108$5.0M30,9810.4%
Nucor Corp(NUE)Com670346105$4.9M20,8260.4%
Cencora Inc(COR)Com03073E105$4.8M16,0620.4%
Berkshire Hathaway Inc Class A(BRK/A)Com084670108$4.5M60.4%
Bank of America Corp(BAC)Com060505104$4.4M81,2390.3%
Costco Wholesale Corp(COST)Com22160K105$4.4M4,8030.3%
Texas Instruments Inc(TXN)Com882508104$4.0M14,2670.3%
General Dynamics Corp(GD)Com369550108$3.5M10,6980.3%
Equinix Inc(EQIX)Com29444U700$3.5M3,4940.3%
Return Stacked Global Stocks &(RSSB)Com88636J204$3.5M118,6140.3%
Coca-Cola Co(KO)Com191216100$3.5M40,3320.3%
Expedia Group Inc New(EXPE)Com30212P303$3.4M12,9760.3%
Amazon.com Inc(AMZN)Com023135106$3.4M13,6190.3%
State Street Energy Select Sec(XLE)Com81369Y506$3.3M54,2440.3%
Prudential Financial Inc(PRU)Com744320102$3.3M29,1370.3%
Cisco Systems Inc(CSCO)Com17275R102$3.1M28,3380.2%
Generac Holdings Inc(GNRC)Com368736104$3.0M14,6350.2%
T Mobile US Inc(TMUS)Com872590104$2.9M18,0270.2%
Intercontinental Exchange Inc(ICE)Com45866F104$2.9M18,9310.2%
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