First Business Financial Services, Inc.
Holdings as of Jun 30, 2026 · filed Jul 28, 2026
| # | Holding | Value | % Port. | Δ Shares | Change (QoQ) |
|---|---|---|---|---|---|
| 1 | Vanguard Total Stock Market Et | $294127404 | 22.81% | -2334 | -0.29% |
| 2 | Ishares Core Msci Eafe Etf | $151396683 | 11.74% | +11532 | +0.74% |
| 3 | Ishares Russell 1000 Growth Et | $90878036 | 7.05% | +548576 | +299.26% |
| 4 | Ishares Core S&P Small-Cap Etf | $74451917 | 5.77% | +1061 | +0.21% |
| 5 | Ishares Russell 1000 Value Etf | $64446379 | 5.00% | -371 | -0.14% |
| 6 | Ishares Core Dividend Growth | $63592433 | 4.93% | +3906 | +0.47% |
| 7 | Ishares Core S&P Mid-Cap Etf | $54878570 | 4.26% | +4158 | +0.59% |
| 8 | Ishares Core Us Aggregate Bond | $38467191 | 2.98% | +12940 | +3.44% |
| 9 | State Street Spdr S&P 500 Etf | $32621901 | 2.53% | -70 | -0.16% |
| 10 | First Business Financial Servi | $21489739 | 1.67% | -21122 | -5.85% |
| 11 | Nvidia Corp | $20518429 | 1.59% | +2596 | +2.60% |
| 12 | Jpmorgan Ultra-Short Income Et | $18397518 | 1.43% | +14100 | +4.03% |
| 13 | Apple Inc | $17348289 | 1.35% | +485 | +0.82% |
| 14 | Broadcom Inc | $15581432 | 1.21% | -399 | -0.96% |
| 15 | Alphabet Inc Cap Stk Cl A | $15577401 | 1.21% | +1428 | +3.39% |
| 16 | Ciena Corp | $14132052 | 1.10% | -1242 | -4.13% |
| 17 | Lam Research Corporation | $14089725 | 1.09% | +1674 | +5.43% |
| 18 | Jpmorgan Chase & Co | $11823487 | 0.92% | +781 | +2.21% |
| 19 | Arista Networks Inc | $11679250 | 0.91% | +2577 | +3.89% |
| 20 | Quanta Services Inc | $11228304 | 0.87% | +67 | +0.43% |
| 21 | Lilly Eli Co | $7966614 | 0.62% | +226 | +3.52% |
| 22 | Vanguard Short-Term Inflation | $7543089 | 0.59% | +17349 | +13.06% |
| 23 | Ishares Edge Msci Usa Momentum | $6971448 | 0.54% | — | Held |
| 24 | Microsoft Corp | $6954585 | 0.54% | +597 | +3.31% |
| 25 | State Street Technology Select | $6953599 | 0.54% | — | Held |
| 26 | Ishares S&P 500 Core | $6469661 | 0.50% | +2165 | +33.44% |
| 27 | Ishares National Muni Bond Etf | $5890688 | 0.46% | +1756 | +3.31% |
| 28 | Citigroup Inc | $5801762 | 0.45% | +1402 | +3.50% |
| 29 | Analog Devices Inc | $5510337 | 0.43% | +500 | +3.74% |
| 30 | Bank Of America Corp | $4560109 | 0.35% | +2380 | +3.07% |
| 31 | Nucor Corp | $4556797 | 0.35% | +812 | +4.13% |
| 32 | Cencora Inc | $4533906 | 0.35% | +681 | +4.44% |
| 33 | Berkshire Hathaway Inc Class A | $4493100 | 0.35% | — | Held |
| 34 | Costco Wholesale Corp | $4418225 | 0.34% | +74 | +1.59% |
| 35 | Exxon Mobil Corp | $4212480 | 0.33% | +1565 | +5.35% |
| 36 | Texas Instruments Inc | $4163740 | 0.32% | +373 | +2.74% |
| 37 | General Dynamics Corp | $3649026 | 0.28% | +439 | +4.45% |
| 38 | Cisco Systems Inc | $3645723 | 0.28% | -12 | -0.04% |
| 39 | Return Stacked Global Stocks & | $3633002 | 0.28% | +39900 | +51.02% |
| 40 | Equinix Inc | $3562889 | 0.28% | +121 | +3.67% |
| 41 | Expedia Group Inc New | $3242000 | 0.25% | +468 | +3.84% |
| 42 | Coca-Cola Co | $3232270 | 0.25% | +1006 | +2.60% |
| 43 | Stryker Corp | $3156271 | 0.24% | +360 | +3.72% |
| 44 | Republic Services Inc | $3080924 | 0.24% | +231 | +1.62% |
| 45 | Prudential Financial Inc | $3080322 | 0.24% | +494 | +1.76% |
| 46 | Amazon.Com Inc | $3071488 | 0.24% | +521 | +4.21% |
| 47 | Tjx Companies Inc | $3054089 | 0.24% | +688 | +3.53% |
| 48 | Nextera Energy Inc | $3041933 | 0.24% | +1334 | +4.00% |
| 49 | Toll Brothers Inc | $2979669 | 0.23% | +1103 | +6.49% |
| 50 | T Mobile Us Inc | $2930746 | 0.23% | +569 | +3.37% |
| 51 | Electronic Arts Inc | $2896600 | 0.22% | -63 | -0.44% |
| 52 | State Street Energy Select Sec | $2880899 | 0.22% | — | Held |
| 53 | State Street Industrial Select | $2595628 | 0.20% | — | Held |
| 54 | Meta Platforms Inc | $2564659 | 0.20% | +232 | +5.37% |
| 55 | Alphabet Inc Cap Stk Cl C | $2480023 | 0.19% | +135 | +1.96% |
| 56 | Darden Restaurants Inc | $2285887 | 0.18% | +412 | +3.86% |
| 57 | Oshkosh Corporation | $2268127 | 0.18% | +709 | +5.04% |
| 58 | Intercontinental Exchange Inc | $2192220 | 0.17% | +530 | +3.07% |
| 59 | Corning Inc | $2180861 | 0.17% | -424 | -4.73% |
| 60 | Lowe's Companies Inc | $2144486 | 0.17% | +371 | +3.97% |
| 61 | Advanced Micro Devices Inc | $2091276 | 0.16% | +94 | +2.68% |
| 62 | Howmet Aerospace Inc | $2053553 | 0.16% | — | NEW BUY |
| 63 | Qualcomm Inc | $1948795 | 0.15% | +418 | +4.13% |
| 64 | Philip Morris International In | $1908239 | 0.15% | +90 | +0.86% |
| 65 | American Electric Power Inc | $1894134 | 0.15% | +818 | +6.28% |
| 66 | Slb Limited | $1876708 | 0.15% | +1589 | +4.10% |
| 67 | Iqvia Holdings Inc | $1804675 | 0.14% | +376 | +4.19% |
| 68 | Abbvie Inc Com | $1773307 | 0.14% | -119 | -1.66% |
| 69 | Ishares Russell 1000 Etf | $1737918 | 0.13% | — | Held |
| 70 | Netflix Inc | $1575441 | 0.12% | +939 | +4.44% |
| 71 | Spdr Gold Trust | $1564510 | 0.12% | — | Held |
| 72 | Vanguard Small-Cap Etf | $1536818 | 0.12% | — | Held |
| 73 | Kroger Co | $1531351 | 0.12% | +1228 | +4.66% |
| 74 | State Street Consumer Dis Sele | $1513147 | 0.12% | — | Held |
| 75 | Colgate-Palmolive Co | $1493834 | 0.12% | +1183 | +7.83% |
| 76 | Ishares Russell 2000 | $1487228 | 0.12% | — | Held |
| 77 | Asml Holding N V N Y Registry | $1460249 | 0.11% | +2 | +0.27% |
| 78 | Berkshire Hathaway Inc-Cl B | $1420107 | 0.11% | +639 | +29.06% |
| 79 | Ati Inc | $1410842 | 0.11% | -326 | -4.36% |
| 80 | Apollo Global Mgmt Inc | $1373224 | 0.11% | +705 | +6.47% |
| 81 | Financial Select Sector Spdr E | $1291733 | 0.10% | — | Held |
| 82 | Ishares Russell 2000 Growth | $1233883 | 0.10% | — | Held |
| 83 | Johnson & Johnson | $1212961 | 0.09% | +129 | +2.78% |
| 84 | Merck & Co Inc | $1164467 | 0.09% | +258 | +2.93% |
| 85 | Vanguard Communication Svcs Et | $1140490 | 0.09% | — | Held |
| 86 | Wal-Mart Inc | $1087409 | 0.08% | +787 | +8.93% |
| 87 | Eaton Corp Plc | $1042290 | 0.08% | +273 | +12.56% |
| 88 | Vanguard Mid-Cap Etf | $1032907 | 0.08% | +9615 | +300.00% |
| 89 | Palantir Technologies Inc | $1021796 | 0.08% | -57 | -0.65% |
| 90 | Ishares Russell 2000 Value | $1018405 | 0.08% | — | Held |
| 91 | Nuveen Esg Large Cap Value | $950110 | 0.07% | +75 | +0.40% |
| 92 | Simplify Managed Futures Etf | $929975 | 0.07% | +11672 | +48.27% |
| 93 | Marvell Technology Group Ltd | $893968 | 0.07% | -112 | -3.60% |
| 94 | Salesforce Inc. | $876356 | 0.07% | +285 | +5.37% |
| 95 | Transdigm Group Inc | $871154 | 0.07% | +2 | +0.31% |
| 96 | Applied Materials Inc | $865431 | 0.07% | +108 | +9.92% |
| 97 | Ishares Edge Msci Min Vol Usa | $838623 | 0.07% | — | Held |
| 98 | Blackrock Inc New | $804826 | 0.06% | +2 | +0.24% |
| 99 | Procter & Gamble Co | $802561 | 0.06% | +113 | +2.11% |
| 100 | State Street Comm Svcs Select | $783870 | 0.06% | — | Held |
| 101 | Vanguard Index Growth | $776294 | 0.06% | +7462 | +481.42% |
| 102 | Mastercard Inc Cl A | $731880 | 0.06% | +43 | +3.11% |
| 103 | Mondelez Intl Inc Class A | $705127 | 0.05% | +73 | +0.60% |
| 104 | International Business Machine | $684465 | 0.05% | +430 | +21.46% |
| 105 | Illinois Tool Works Inc | $683478 | 0.05% | +21 | +0.84% |
| 106 | Caterpillar Inc | $640005 | 0.05% | +12 | +2.04% |
| 107 | State Street Spdr S&P Midcap 4 | $623863 | 0.05% | — | Held |
| 108 | Mge Energy Inc | $608125 | 0.05% | — | Held |
| 109 | Altria Group Inc | $603229 | 0.05% | +78 | +0.94% |
| 110 | Cummins Inc | $595530 | 0.05% | +11 | +1.33% |
| 111 | Vanguard Index Value | $586014 | 0.05% | — | Held |
| 112 | Ge Aerospace | $586009 | 0.05% | +379 | +31.88% |
| 113 | Home Depot Inc | $570284 | 0.04% | +27 | +1.70% |
| 114 | Cintas Corporation | $569938 | 0.04% | +484 | +16.88% |
| 115 | Weyco Group Inc | $556755 | 0.04% | — | Held |
| 116 | Ishares Silver Trust | $552345 | 0.04% | — | Held |
| 117 | Abbott Laboratories | $543351 | 0.04% | +170 | +2.92% |
| 118 | Intuitive Surgical Inc | $540049 | 0.04% | +18 | +1.34% |
| 119 | Ishares Msci Eafe Etf | $532697 | 0.04% | — | Held |
| 120 | Pepsico Inc | $519394 | 0.04% | +27 | +0.71% |
| 121 | Chevron Corp | $508717 | 0.04% | +338 | +12.38% |
| 122 | Southern Company | $508316 | 0.04% | +50 | +0.95% |
| 123 | American Express Co | $498919 | 0.04% | +3 | +0.20% |
| 124 | Vanguard Information Technolog | $496247 | 0.04% | +3633 | +700.00% |
| 125 | Alliant Energy Corp | $495198 | 0.04% | +1047 | +19.23% |
| 126 | Bank Of Montreal Adr | $492110 | 0.04% | — | Held |
| 127 | Tetra Tech Inc New | $485930 | 0.04% | — | Held |
| 128 | Accenture Plc | $484818 | 0.04% | +7 | +0.18% |
| 129 | Te Connectivity Plc Adr | $478824 | 0.04% | — | Held |
| 130 | Micron Technology Inc | $477876 | 0.04% | — | NEW BUY |
| 131 | Visa Inc | $471406 | 0.04% | +147 | +11.98% |
| 132 | Vanguard Ftse Developed Market | $467543 | 0.04% | — | Held |
| 133 | Ameriprise Financial Inc | $465641 | 0.04% | — | Held |
| 134 | Parker Hannifin Corp | $459716 | 0.04% | — | Held |
| 135 | Ishares Tr Global Tech Etf | $454101 | 0.04% | — | Held |
| 136 | Ishares Msci Acwi Ex Us | $449430 | 0.03% | — | Held |
| 137 | Morgan Stanley | $444419 | 0.03% | +50 | +2.41% |
| 138 | Woodward Inc | $425440 | 0.03% | — | Held |
| 139 | Duke Energy Corp | $420372 | 0.03% | +248 | +8.07% |
| 140 | Aon Plc Shs Cl A | $411959 | 0.03% | -142 | -10.26% |
| 141 | Mckesson Corp | $402735 | 0.03% | +10 | +1.91% |
| 142 | Union Pacific Corp | $390864 | 0.03% | +15 | +1.05% |
| 143 | Global X Us Infr Dev Etf | $388342 | 0.03% | +1190 | +22.03% |
| 144 | Waste Mgmt Inc Del | $375553 | 0.03% | +26 | +1.57% |
| 145 | Goldman Sachs Group Inc | $375218 | 0.03% | — | Held |
| 146 | Ge Vernova Inc | $363032 | 0.03% | +52 | +20.23% |
| 147 | Pulte Group Inc Com | $360313 | 0.03% | +21 | +0.81% |
| 148 | State Street Utilities Select | $358367 | 0.03% | — | Held |
| 149 | Rockwell Automation Inc | $352497 | 0.03% | +57 | +8.70% |
| 150 | Oklo Inc. | $347995 | 0.03% | — | Held |
| 151 | Hilton Worldwide Hldgs Inc | $345331 | 0.03% | +340 | +48.23% |
| 152 | Intel Corp | $342094 | 0.03% | — | NEW BUY |
| 153 | Xcel Energy Inc. | $335493 | 0.03% | -6 | -0.14% |
| 154 | State St Spdr Port Developed W | $324713 | 0.03% | — | Held |
| 155 | United States Commodity Index | $322109 | 0.02% | — | Held |
| 156 | Thomson Reuters Corp Npv | $321943 | 0.02% | — | NEW BUY |
| 157 | Unitedhealth Group Inc | $320451 | 0.02% | +21 | +2.80% |
| 158 | Capital One Finl Corp Com | $315575 | 0.02% | +17 | +1.09% |
| 159 | Seagate Technology Hldngs Plc | $309765 | 0.02% | — | NEW BUY |
| 160 | Us Bancorp | $305201 | 0.02% | — | Held |
| 161 | Blackstone Inc | $295822 | 0.02% | -403 | -13.82% |
| 162 | Charles River Labs Intl | $294827 | 0.02% | — | Held |
| 163 | Strattec Security Corporation | $293057 | 0.02% | — | Held |
| 164 | Oracle Corp | $292074 | 0.02% | +199 | +11.09% |
| 165 | Phillips 66 | $291611 | 0.02% | +254 | +17.27% |
| 166 | Microchip Technology Inc | $286003 | 0.02% | — | Held |
| 167 | Pnc Financial Services Group I | $278229 | 0.02% | -230 | -16.91% |
| 168 | The Charles Schwab Corp | $278102 | 0.02% | +133 | +4.62% |
| 169 | Gilead Sciences Inc | $278074 | 0.02% | +338 | +18.14% |
| 170 | Taiwan Semiconductor Mfg Ltd A | $270782 | 0.02% | — | NEW BUY |
| 171 | Ishares S&P 500 Growth | $256218 | 0.02% | -70 | -3.62% |
| 172 | Vanguard World Mega Cap Val Et | $246973 | 0.02% | +100 | +7.09% |
| 173 | Norfolk Southern Corp | $244122 | 0.02% | +18 | +2.37% |
| 174 | Wisdomtree Tr Us Qtly Div Grt | $243162 | 0.02% | — | Held |
| 175 | Goldman Sachs Nasdaq-100 Premi | $241451 | 0.02% | — | Held |
| 176 | Fidelity Enhanced Large Cap Et | $240625 | 0.02% | -200 | -3.51% |
| 177 | Truist Financial Corporation | $240033 | 0.02% | +441 | +10.08% |
| 178 | Cvs Health Corp | $239176 | 0.02% | — | NEW BUY |
| 179 | Arthur J. Gallagher & Co | $238064 | 0.02% | — | Held |
| 180 | Ft Vest Rising Dividend Target | $236729 | 0.02% | — | Held |
| 181 | Thermo Fisher Scientific Inc | $234135 | 0.02% | -68 | -12.71% |
| 182 | Abrdn Physical Gold Shares Etf | $233050 | 0.02% | — | Held |
| 183 | Mcdonald's Corp | $232196 | 0.02% | -733 | -46.04% |
| 184 | Ppl Corp | $230459 | 0.02% | +787 | +14.17% |
| 185 | Essential Utilities, Inc | $229860 | 0.02% | -8146 | -57.59% |
| 186 | Ishares Russell Mid-Cap Value | $226654 | 0.02% | — | Held |
| 187 | Goldman Sachs S&P 500 Premium | $226503 | 0.02% | — | Held |
| 188 | Keycorp | $225683 | 0.02% | — | NEW BUY |
| 189 | Wec Energy Group Inc | $225366 | 0.02% | — | NEW BUY |
| 190 | Wells Fargo & Co | $224368 | 0.02% | — | NEW BUY |
| 191 | Servicenow Inc | $219409 | 0.02% | -60 | -2.64% |
| 192 | Marathon Petroleum Corp | $219109 | 0.02% | — | Held |
| 193 | Enbridge Inc | $213913 | 0.02% | — | NEW BUY |
| 194 | Verizon Communications Inc | $213224 | 0.02% | +516 | +11.42% |
| 195 | Chubb Limited Com | $212963 | 0.02% | +11 | +1.79% |
| 196 | Uber Technologies Inc | $210852 | 0.02% | — | NEW BUY |
| 197 | Eog Res Inc | $210811 | 0.02% | -304 | -15.76% |
| 198 | Simon Property Group | $208218 | 0.02% | — | NEW BUY |
| 199 | Constellation Energy Corp | $206644 | 0.02% | — | NEW BUY |
| 200 | Generac Holdings Inc | $204967 | 0.02% | — | NEW BUY |
| 201 | Amdocs Ltd Adr | $204485 | 0.02% | -404 | -9.08% |
Closed last quarter
Thomson Reuters Corp.
Abrdn Physical Silver Shares E
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Denison Mines Corp.
Holdings disclosed quarterly to the SEC on Form 13-F and may be up to 45 days old. Values as reported. For research only — not investment advice.