FIRST BUSINESS FINANCIAL SERVICES, INC. 13F Holdings
CIK 0001521951 · MADISON, WI
As of Sep 30, 2025, FIRST BUSINESS FINANCIAL SERVICES, INC. reported 185 positions worth
CIK 0001521951 · MADISON, WI
As of Sep 30, 2025, FIRST BUSINESS FINANCIAL SERVICES, INC. reported 185 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MKT ETF | VTI | — | 807,129 | $264.9M | 24.30% |
| ISHARES CORE MSCI EAFE ETF | IEFA | — | 1,520,975 | 32.8M | 12.18% |
| ISHARES RUSSELL 1000 GROWTH ETF | IWF | — | 187,768 | $88.0M | 8.07% |
| ISHARES CORE S&P SMALL-CAP ETF | IJR | — | 499,418 | $59.3M | 5.44% |
| ISHARES CORE DIVIDEND GROWTH ETF | DGRO | — | 824,026 | $56.1M | 5.15% |
| ISHARES RUSSELL 1000 VALUE ETF | IWD | — | 265,429 | $54.0M | 4.96% |
| ISHARES CORE S&P MID-CAP ETF | IJH | — | 704,170 | $46.0M | 4.22% |
| ISHARES CORE US AGGREGATE BOND ETF | AGG | — | 363,294 | $36.4M | 3.34% |
| SPDR S&P 500 ETF TRUST | SPY | — | 43,791 | $29.2M | 2.68% |
| FIRST BUSINESS FINL SVCS INC W COM | FBIZ | Financial Services | 374,233 | 9.2M | 1.76% |
| NVIDIA CORP | NVDA | Technology | 93,654 | 7.5M | 1.60% |
| APPLE INC | AAPL | Technology | 56,477 | 4.4M | 1.32% |
| BROADCOM INC | AVGO | Technology | 36,835 | 2.2M | 1.11% |
| JPMORGAN ULTRA-SHORT INCOME | JPST | — | 202,797 | 0.3M | 0.94% |
| JPMORGAN CHASE & CO | JPM | Financial Services | 31,583 | 0.0M | 0.91% |
| MICROSOFT CORP | MSFT | Technology | 18,803 | $9.7M | 0.89% |
| ALPHABET INC | GOOGL | Equity | 38,376 | $9.3M | 0.86% |
| ARISTA NETWORKS INC | ANET | Technology | 57,092 | $8.3M | 0.76% |
| CATERPILLAR INC | CAT | Industrials | 14,667 | $7.0M | 0.64% |
| QUANTA SERVICES INC | PWR | Industrials | 13,845 | $5.7M | 0.53% |
| ISHARES MSCI USA MOMENTUM FACTOR ETF | MTUM | — | 20,335 | $5.2M | 0.48% |
| STATE STREET(R) TECHNOLOGY SELECT SECTOR SPDR(R) ETF | XLK | — | 18,249 | $5.1M | 0.47% |
| ISHARES NATIONAL MUNI BOND ETF | MUB | — | 43,656 | $4.6M | 0.43% |
| DEERE & CO | DE | Industrials | 10,040 | $4.6M | 0.42% |
| BERKSHIRE HATHAWAY INC | BRK.A | Financial Services | 6 | $4.5M | 0.42% |