Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
FIRST BUSINESS FINANCIAL SERVICES, INC. (CIK 1521951) reported $1.29B across 201 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: VTI ($294.1M, 22.81%), IEFA ($151.4M, 11.74%), IWF ($90.9M, 7.05%), IJR ($74.5M, 5.77%), IWD ($64.4M, 5.00%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Market ET | $294.1M | 22.81% | 794,853 | Trimmed |
| 2 | IEFA | iShares Core MSCI EAFE ETF | $151.4M | 11.74% | 1.6M | Added |
| 3 | IWF | iShares Russell 1000 Growth ET | $90.9M | 7.05% | 731,884 | Added |
| 4 | IJR | iShares Core S&P Small-Cap ETF | $74.5M | 5.77% | 502,002 | Added |
| 5 | IWD | iShares Russell 1000 Value ETF | $64.4M | 5.00% | 265,835 | Trimmed |
| 6 | DGRO | iShares Core Dividend Growth | $63.6M | 4.93% | 839,061 | Added |
| 7 | IJH | iShares Core S&P Mid-Cap ETF | $54.9M | 4.26% | 711,692 | Added |
| 8 | AGG | iShares Core US Aggregate Bond | $38.5M | 2.98% | 388,636 | Added |
| 9 | SPY | State Street SPDR S&P 500 ETF | $32.6M | 2.53% | 43,684 | Trimmed |
| 10 | FBIZ | First Business Financial Servi | $21.5M | 1.67% | 340,189 | Trimmed |
| 11 | NVDA | Nvidia Corp | $20.5M | 1.59% | 102,546 | Added |
| 12 | JPST | JPMorgan Ultra-Short Income ET | $18.4M | 1.43% | 363,803 | Added |
| 13 | AAPL | Apple Inc | $17.3M | 1.35% | 59,954 | Added |
| 14 | GOOGL | Alphabet Inc Cap Stk Cl A | $15.6M | 1.21% | 43,589 | Added |
| 15 | AVGO | Broadcom Inc | $15.6M | 1.21% | 41,248 | Trimmed |
| 16 | CIEN | Ciena Corp | $14.1M | 1.10% | 28,808 | Trimmed |
| 17 | LRCX | Lam Research Corporation | $14.1M | 1.09% | 32,515 | Added |
| 18 | JPM | JPMorgan Chase & Co | $11.8M | 0.92% | 36,121 | Added |
| 19 | ANET | Arista Networks Inc | $11.7M | 0.91% | 68,750 | Added |
| 20 | PWR | Quanta Services Inc | $11.2M | 0.87% | 15,594 | Added |
| 21 | LLY | Lilly Eli Co | $8.0M | 0.62% | 6,642 | Added |
| 22 | VTIP | Vanguard Short-Term Inflation | $7.5M | 0.59% | 150,171 | Added |
| 23 | MTUM | iShares Edge MSCI USA Momentum | $7.0M | 0.54% | 20,335 | Hold |
| 24 | MSFT | Microsoft Corp | $7.0M | 0.54% | 18,644 | Added |
| 25 | XLK | State Street Technology Select | $7.0M | 0.54% | 36,498 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30