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 $1.12B across 192 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VTI ($255.7M, 22.74%), IEFA ($140.9M, 12.52%), IWF ($78.2M, 6.95%), IJR ($62.3M, 5.54%), DGRO ($58.6M, 5.21%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Market ET | $255.7M | 22.74% | 797,187 | Added |
| 2 | IEFA | iShares Core MSCI EAFE ETF | $140.9M | 12.52% | 1.6M | Added |
| 3 | IWF | iShares Russell 1000 Growth ET | $78.2M | 6.95% | 183,308 | Added |
| 4 | IJR | iShares Core S&P Small-Cap ETF | $62.3M | 5.54% | 500,941 | Added |
| 5 | DGRO | iShares Core Dividend Growth | $58.6M | 5.21% | 835,155 | Added |
| 6 | IWD | iShares Russell 1000 Value ETF | $56.9M | 5.06% | 266,206 | Added |
| 7 | IJH | iShares Core S&P Mid-Cap ETF | $47.8M | 4.25% | 707,534 | Added |
| 8 | AGG | iShares Core US Aggregate Bond | $37.3M | 3.32% | 375,696 | Trimmed |
| 9 | SPY | State Street SPDR S&P 500 ETF | $28.5M | 2.53% | 43,754 | Trimmed |
| 10 | FBIZ | First Business Financial Servi | $19.5M | 1.73% | 361,311 | Hold |
| 11 | JPST | JPMorgan Ultra-Short Income ET | $17.7M | 1.57% | 349,703 | Added |
| 12 | NVDA | Nvidia Corp | $17.4M | 1.55% | 99,950 | Added |
| 13 | AAPL | Apple Inc | $15.1M | 1.34% | 59,469 | Added |
| 14 | AVGO | Broadcom Inc | $12.9M | 1.15% | 41,647 | Added |
| 15 | GOOGL | Alphabet Inc Cap Stk Cl A | $12.1M | 1.08% | 42,161 | Added |
| 16 | CIEN | Ciena Corp | $11.7M | 1.04% | 30,050 | Added |
| 17 | JPM | JPMorgan Chase & Co | $10.4M | 0.92% | 35,340 | Added |
| 18 | PWR | Quanta Services Inc | $8.5M | 0.76% | 15,527 | Added |
| 19 | ANET | Arista Networks Inc | $8.1M | 0.72% | 66,173 | Added |
| 20 | VTIP | Vanguard Short-Term Inflation | $6.6M | 0.59% | 132,822 | New |
| 21 | LRCX | Lam Research Corporation | $6.6M | 0.59% | 30,841 | Added |
| 22 | MSFT | Microsoft Corp | $6.7M | 0.59% | 18,047 | Added |
| 23 | LLY | Lilly Eli Co | $5.9M | 0.52% | 6,416 | Added |
| 24 | MUB | iShares National Muni Bond ETF | $5.6M | 0.50% | 52,980 | Added |
| 25 | XOM | Exxon Mobil Corp | $5.0M | 0.44% | 29,246 | Added |
Source: SEC Form 13F filings · as of 2026-03-31