Sponsored

The Analysis of FIRST BUSINESS FINANCIAL SERVICES, INC.'s Holdings & P&L

Currently, FIRST BUSINESS FINANCIAL SERVICES, INC. holds 201 types of securities in its portfolio with a total value $1.3B. In the most recent quarter, they have increased their positions in IWF (+548.6K shares, valued at $68.1M), HWM (+7.6K shares, valued at $2.1M), N/A (+2.2K shares, valued at $1.6M); decreased their positions in FBIZ (-21.1K shares, valued at $1.3M), N/A (-2.3K shares, valued at $863.7K), CIEN (-1.2K shares, valued at $609.3K); initiated new positions in HWM (+7.6K shares, valued at $2.1M), MU (+414 shares, valued at $477.9K), INTC (+2.5K shares, valued at $342.1K).

1M P&L

-3.8M-0.55%

3M P&L

+29.3M+4.47%

HY P&L

-176.9M-20.56%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A432.6M

62.2%

2Semiconductors36.2M

5.2%

3Banks - Regional22.5M

3.2%

Top Industries by Stock Count

1N/A48 stocks

28.9%

2Semiconductors9 stocks

5.4%

3Utilities - Regulated Electric7 stocks

4.2%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

Vanguard Total Stock Market ET Vanguard Total Stock Market ET794.9K shares-0.29%2026-06-302026-07-28

iShares Core MSCI EAFE ETF iShares Core MSCI EAFE ETF1.6M shares0.74%2026-06-302026-07-28

IWF iShares Russell 1000 Growth ET731.9K shares299.26%2026-06-302026-07-28

IJR iShares Core S&P Small-Cap ETF502.0K shares0.21%2026-06-302026-07-28

IWD iShares Russell 1000 Value ETF265.8K shares-0.14%2026-06-302026-07-28

DGRO iShares Core Dividend Growth839.1K shares0.47%2026-06-302026-07-28

IJH iShares Core S&P Mid-Cap ETF711.7K shares0.59%2026-06-302026-07-28

iShares Core US Aggregate Bond iShares Core US Aggregate Bond388.6K shares3.44%2026-06-302026-07-28

Sponsored

State Street SPDR S&P 500 ETF State Street SPDR S&P 500 ETF43.7K shares-0.16%2026-06-302026-07-28

FBIZ First Business Financial Servi340.2K shares-5.85%2026-06-302026-07-28

NVDA Nvidia Corp102.5K shares2.60%2026-06-302026-07-28

JPST JPMorgan Ultra-Short Income ET363.8K shares4.03%2026-06-302026-07-28

AAPL Apple Inc60.0K shares0.82%2026-06-302026-07-28

Broadcom Inc Broadcom Inc41.2K shares-0.96%2026-06-302026-07-28

GOOGL Alphabet Inc Cap Stk Cl A43.6K shares3.39%2026-06-302026-07-28

CIEN Ciena Corp28.8K shares-4.13%2026-06-302026-07-28

Sponsored

LRCX Lam Research Corporation32.5K shares5.43%2026-06-302026-07-28

JPMorgan Chase & Co JPMorgan Chase & Co36.1K shares2.21%2026-06-302026-07-28

ANET Arista Networks Inc68.8K shares3.89%2026-06-302026-07-28

Quanta Services Inc Quanta Services Inc15.6K shares0.43%2026-06-302026-07-28

LLY Lilly Eli Co6.6K shares3.52%2026-06-302026-07-28

VTIP Vanguard Short-Term Inflation150.2K shares13.06%2026-06-302026-07-28

MTUM iShares Edge MSCI USA Momentum20.3K shares0.00%2026-06-302026-07-28

MSFT Microsoft Corp18.6K shares3.31%2026-06-302026-07-28

Sponsored

XLK State Street Technology Select36.5K shares0.00%2026-06-302026-07-28

iShares S&P 500 Core iShares S&P 500 Core8.6K shares33.44%2026-06-302026-07-28

MUB iShares National Muni Bond ETF54.7K shares3.31%2026-06-302026-07-28

C Citigroup Inc41.5K shares3.50%2026-06-302026-07-28

ADI Analog Devices Inc13.9K shares3.74%2026-06-302026-07-28

BAC Bank of America Corp80.0K shares3.07%2026-06-302026-07-28

NUE Nucor Corp20.5K shares4.13%2026-06-302026-07-28

COR CENCORA INC16.0K shares4.44%2026-06-302026-07-28

Sponsored

BRK.A Berkshire Hathaway Inc Class A6 shares0.00%2026-06-302026-07-28

Costco Wholesale Corp Costco Wholesale Corp4.7K shares1.59%2026-06-302026-07-28

Exxon Mobil Corp Exxon Mobil Corp30.8K shares5.35%2026-06-302026-07-28

TXN Texas Instruments Inc14.0K shares2.74%2026-06-302026-07-28

GD General Dynamics Corp10.3K shares4.45%2026-06-302026-07-28

Cisco Systems Inc Cisco Systems Inc31.0K shares-0.04%2026-06-302026-07-28

RSSB Return Stacked Global Stocks &118.1K shares51.02%2026-06-302026-07-28

EQIX Equinix Inc3.4K shares3.67%2026-06-302026-07-28

Sponsored

EXPE Expedia Group Inc New12.7K shares3.84%2026-06-302026-07-28

KO Coca-Cola Co39.8K shares2.60%2026-06-302026-07-28

SYK Stryker Corp10.0K shares3.72%2026-06-302026-07-28

RSG Republic Services Inc14.5K shares1.62%2026-06-302026-07-28

PRU Prudential Financial Inc28.5K shares1.76%2026-06-302026-07-28

AMZN Amazon.com Inc12.9K shares4.21%2026-06-302026-07-28

TJX TJX Companies Inc20.2K shares3.53%2026-06-302026-07-28

Nextera Energy Inc Nextera Energy Inc34.7K shares4.00%2026-06-302026-07-28

Sponsored

TOL Toll Brothers Inc18.1K shares6.49%2026-06-302026-07-28

TMUS T Mobile US Inc17.5K shares3.37%2026-06-302026-07-28

EA Electronic Arts Inc14.1K shares-0.44%2026-06-302026-07-28

XLE State Street Energy Select Sec54.2K shares0.00%2026-06-302026-07-28

XLI State Street Industrial Select14.0K shares0.00%2026-06-302026-07-28

Meta Platforms Inc Meta Platforms Inc4.6K shares5.37%2026-06-302026-07-28

GOOG Alphabet Inc Cap Stk Cl C7.0K shares1.96%2026-06-302026-07-28

DRI Darden Restaurants Inc11.1K shares3.86%2026-06-302026-07-28

Sponsored

OSK Oshkosh Corporation14.8K shares5.04%2026-06-302026-07-28

ICE Intercontinental Exchange Inc17.8K shares3.07%2026-06-302026-07-28

GLW Corning Inc8.5K shares-4.73%2026-06-302026-07-28

LOW Lowe's Companies Inc9.7K shares3.97%2026-06-302026-07-28

AMD Advanced Micro Devices Inc3.6K shares2.68%2026-06-302026-07-28

HWM Howmet Aerospace Inc7.6K sharesnew addition2026-06-302026-07-28

QCOM Qualcomm Inc10.5K shares4.13%2026-06-302026-07-28

PM Philip Morris International In10.5K shares0.86%2026-06-302026-07-28

Sponsored

AEP American Electric Power Inc13.8K shares6.28%2026-06-302026-07-28

SLB SLB Limited40.4K shares4.10%2026-06-302026-07-28

IQV Iqvia Holdings Inc9.3K shares4.19%2026-06-302026-07-28

Abbvie Inc Com Abbvie Inc Com7.0K shares-1.66%2026-06-302026-07-28

IWB iShares Russell 1000 ETF4.2K shares0.00%2026-06-302026-07-28

Netflix Inc Netflix Inc22.1K shares4.44%2026-06-302026-07-28

GLD Spdr Gold Trust4.2K shares0.00%2026-06-302026-07-28

VB Vanguard Small-Cap ETF5.1K shares0.00%2026-06-302026-07-28

Sponsored

KR Kroger Co27.6K shares4.66%2026-06-302026-07-28

XLY State Street Consumer Dis Sele12.9K shares0.00%2026-06-302026-07-28

CL Colgate-Palmolive Co16.3K shares7.83%2026-06-302026-07-28

IWM iShares Russell 20005.0K shares0.00%2026-06-302026-07-28

ASML ASML Holding N V N Y Registry734 shares0.27%2026-06-302026-07-28

BRK.B Berkshire Hathaway INC-CL B2.8K shares29.06%2026-06-302026-07-28

ATI Inc ATI Inc7.2K shares-4.36%2026-06-302026-07-28

Apollo Global Mgmt Inc Apollo Global Mgmt Inc11.6K shares6.47%2026-06-302026-07-28

Sponsored

XLF Financial Select Sector SPDR E24.1K shares0.00%2026-06-302026-07-28

IWO iShares Russell 2000 Growth3.1K shares0.00%2026-06-302026-07-28

JNJ Johnson & Johnson4.8K shares2.78%2026-06-302026-07-28

MRK Merck & Co Inc9.1K shares2.93%2026-06-302026-07-28

VOX Vanguard Communication SVCS ET6.2K shares0.00%2026-06-302026-07-28

WMT Wal-Mart Inc9.6K shares8.93%2026-06-302026-07-28

ETN Eaton Corp PLC2.4K shares12.56%2026-06-302026-07-28

VO Vanguard Mid-Cap ETF12.8K shares300.00%2026-06-302026-07-28

Sponsored

Palantir Technologies Inc Palantir Technologies Inc8.8K shares-0.65%2026-06-302026-07-28

IWN iShares Russell 2000 Value4.6K shares0.00%2026-06-302026-07-28

NULV Nuveen ESG Large Cap Value19.0K shares0.40%2026-06-302026-07-28

CTA Simplify Managed Futures ETF35.9K shares48.27%2026-06-302026-07-28

MRVL Marvell Technology Group LTD3.0K shares-3.60%2026-06-302026-07-28

CRM Salesforce Inc.5.6K shares5.37%2026-06-302026-07-28

TDG Transdigm Group Inc654 shares0.31%2026-06-302026-07-28

Applied Materials Inc Applied Materials Inc1.2K shares9.92%2026-06-302026-07-28

Sponsored

USMV iShares Edge MSCI Min Vol USA8.7K shares0.00%2026-06-302026-07-28

BLK Blackrock Inc New837 shares0.24%2026-06-302026-07-28

PG Procter & Gamble Co5.5K shares2.11%2026-06-302026-07-28

XLC State Street Comm Svcs Select7.3K shares0.00%2026-06-302026-07-28

VUG Vanguard Index Growth9.0K shares481.42%2026-06-302026-07-28

Mastercard Inc Cl A Mastercard Inc Cl A1.4K shares3.11%2026-06-302026-07-28

MDLZ Mondelez Intl Inc Class A12.2K shares0.60%2026-06-302026-07-28

IBM International Business Machine2.4K shares21.46%2026-06-302026-07-28

Sponsored

ITW Illinois Tool Works Inc2.5K shares0.84%2026-06-302026-07-28

CAT Caterpillar Inc601 shares2.04%2026-06-302026-07-28

MDY STATE STREET SPDR S&P MIDCAP 4887 shares0.00%2026-06-302026-07-28

MGEE MGE Energy Inc7.5K shares0.00%2026-06-302026-07-28

MO Altria Group Inc8.4K shares0.94%2026-06-302026-07-28

CMI Cummins Inc835 shares1.33%2026-06-302026-07-28

VTV Vanguard Index Value2.7K shares0.00%2026-06-302026-07-28

GE GE Aerospace1.6K shares31.88%2026-06-302026-07-28

Sponsored

HD Home Depot Inc1.6K shares1.70%2026-06-302026-07-28

CTAS Cintas Corporation3.4K shares16.88%2026-06-302026-07-28

WEYS Weyco Group Inc14.2K shares0.00%2026-06-302026-07-28

SLV Ishares Silver Trust10.3K shares0.00%2026-06-302026-07-28

ABT Abbott Laboratories6.0K shares2.92%2026-06-302026-07-28

ISRG Intuitive Surgical Inc1.4K shares1.34%2026-06-302026-07-28

EFA iShares MSCI EAFE ETF5.1K shares0.00%2026-06-302026-07-28

PEP Pepsico Inc3.8K shares0.71%2026-06-302026-07-28

Sponsored

CVX Chevron Corp3.1K shares12.38%2026-06-302026-07-28

Southern Company Southern Company5.3K shares0.95%2026-06-302026-07-28

AXP American Express CO1.5K shares0.20%2026-06-302026-07-28

VGT Vanguard Information Technolog4.2K shares700.00%2026-06-302026-07-28

LNT Alliant Energy Corp6.5K shares19.23%2026-06-302026-07-28

BMO Bank Of Montreal ADR2.8K shares0.00%2026-06-302026-07-28

TTEK Tetra Tech Inc New16.8K shares0.00%2026-06-302026-07-28

Accenture PLC Accenture PLC3.9K shares0.18%2026-06-302026-07-28

Sponsored

TEL TE Connectivity PLC ADR2.4K shares0.00%2026-06-302026-07-28

MU Micron Technology Inc414 sharesnew addition2026-06-302026-07-28

Visa Inc Visa Inc1.4K shares11.98%2026-06-302026-07-28

VEA Vanguard FTSE Developed Market6.6K shares0.00%2026-06-302026-07-28

Ameriprise Financial Inc Ameriprise Financial Inc1.0K shares0.00%2026-06-302026-07-28

PH Parker Hannifin Corp470 shares0.00%2026-06-302026-07-28

IXN Ishares Tr Global Tech ETF3.1K shares0.00%2026-06-302026-07-28

ACWX iShares MSCI ACWI ex US5.9K shares0.00%2026-06-302026-07-28

Sponsored

MS Morgan Stanley2.1K shares2.41%2026-06-302026-07-28

WWD Woodward Inc1.0K shares0.00%2026-06-302026-07-28

DUK Duke Energy Corp3.3K shares8.07%2026-06-302026-07-28

AON Aon PLC Shs Cl A1.2K shares-10.26%2026-06-302026-07-28

MCK McKesson Corp533 shares1.91%2026-06-302026-07-28

UNP Union Pacific Corp1.4K shares1.05%2026-06-302026-07-28

PAVE Global X US Infr Dev ETF6.6K shares22.03%2026-06-302026-07-28

Waste Mgmt Inc Del Waste Mgmt Inc Del1.7K shares1.57%2026-06-302026-07-28

Sponsored

GS Goldman Sachs Group Inc371 shares0.00%2026-06-302026-07-28

GEV GE Vernova Inc309 shares20.23%2026-06-302026-07-28

PHM Pulte Group Inc Com2.6K shares0.81%2026-06-302026-07-28

State Street Utilities Select State Street Utilities Select7.9K shares0.00%2026-06-302026-07-28

ROK Rockwell Automation Inc712 shares8.70%2026-06-302026-07-28

OKLO Oklo Inc.6.7K shares0.00%2026-06-302026-07-28

HLT Hilton Worldwide Hldgs Inc1.0K shares48.23%2026-06-302026-07-28

INTC Intel Corp2.5K sharesnew addition2026-06-302026-07-28

Sponsored

XEL Xcel Energy Inc.4.2K shares-0.14%2026-06-302026-07-28

SPDW State St SPDR Port Developed W6.4K shares0.00%2026-06-302026-07-28

USCI United States Commodity Index3.5K shares0.00%2026-06-302026-07-28

Thomson Reuters Corp NPV Thomson Reuters Corp NPV3.9K sharesnew addition2026-06-302026-07-28

UnitedHealth Group Inc UnitedHealth Group Inc771 shares2.80%2026-06-302026-07-28

COF Capital One Finl Corp Com1.6K shares1.09%2026-06-302026-07-28

Seagate Technology Hldngs Plc Seagate Technology Hldngs Plc321 sharesnew addition2026-06-302026-07-28

USB US Bancorp5.1K shares0.00%2026-06-302026-07-28

Sponsored

BX Blackstone Inc2.5K shares-13.82%2026-06-302026-07-28

CRL Charles River Labs Intl1.3K shares0.00%2026-06-302026-07-28

STRT STRATTEC Security Corporation3.6K shares0.00%2026-06-302026-07-28

Oracle Corp Oracle Corp2.0K shares11.09%2026-06-302026-07-28

PSX Phillips 661.7K shares17.27%2026-06-302026-07-28

Microchip Technology Inc Microchip Technology Inc3.1K shares0.00%2026-06-302026-07-28

PNC PNC Financial Services Group I1.1K shares-16.91%2026-06-302026-07-28

SCHW The Charles Schwab Corp3.0K shares4.62%2026-06-302026-07-28

Sponsored

GILD Gilead Sciences Inc2.2K shares18.14%2026-06-302026-07-28

TSM Taiwan Semiconductor MFG LTD A567 sharesnew addition2026-06-302026-07-28

IVW iShares S&P 500 Growth1.9K shares-3.62%2026-06-302026-07-28

MGV Vanguard World Mega Cap Val ET1.5K shares7.09%2026-06-302026-07-28

NSC Norfolk Southern Corp776 shares2.37%2026-06-302026-07-28

DGRW Wisdomtree Tr US Qtly Div Grt2.5K shares0.00%2026-06-302026-07-28

GPIQ Goldman Sachs Nasdaq-100 Premi4.1K shares0.00%2026-06-302026-07-28

FELG Fidelity Enhanced Large Cap ET5.5K shares-3.51%2026-06-302026-07-28

Sponsored

TFC Truist Financial Corporation4.8K shares10.08%2026-06-302026-07-28

CVS CVS Health Corp2.3K sharesnew addition2026-06-302026-07-28

AJG Arthur J. Gallagher & Co1.0K shares0.00%2026-06-302026-07-28

RDVI FT Vest Rising Dividend Target8.1K shares0.00%2026-06-302026-07-28

TMO Thermo Fisher Scientific Inc467 shares-12.71%2026-06-302026-07-28

Abrdn Physical Gold Shares ETF Abrdn Physical Gold Shares ETF6.1K shares0.00%2026-06-302026-07-28

MCD McDonald's Corp859 shares-46.04%2026-06-302026-07-28

PPL Corp PPL Corp6.3K shares14.17%2026-06-302026-07-28

Sponsored

WTRG Essential Utilities, Inc6.0K shares-57.59%2026-06-302026-07-28

IWS iShares Russell Mid-Cap Value1.4K shares0.00%2026-06-302026-07-28

GPIX Goldman Sachs S&P 500 Premium4.1K shares0.00%2026-06-302026-07-28

KEY Keycorp9.8K sharesnew addition2026-06-302026-07-28

WEC WEC Energy Group Inc1.9K sharesnew addition2026-06-302026-07-28

WFC Wells Fargo & Co2.7K sharesnew addition2026-06-302026-07-28

Servicenow Inc Servicenow Inc2.2K shares-2.64%2026-06-302026-07-28

MPC Marathon Petroleum Corp857 shares0.00%2026-06-302026-07-28

Sponsored

ENB Enbridge Inc3.9K sharesnew addition2026-06-302026-07-28

VZ Verizon Communications Inc5.0K shares11.42%2026-06-302026-07-28

Chubb Limited Com Chubb Limited Com625 shares1.79%2026-06-302026-07-28

UBER Uber Technologies Inc2.9K sharesnew addition2026-06-302026-07-28

EOG EOG Res Inc1.6K shares-15.76%2026-06-302026-07-28

SPG Simon Property Group931 sharesnew addition2026-06-302026-07-28

CEG Constellation Energy Corp832 sharesnew addition2026-06-302026-07-28

GNRC Generac Holdings Inc700 sharesnew addition2026-06-302026-07-28

Sponsored

DOX Amdocs Ltd ADR4.0K shares-9.08%2026-06-302026-07-28

Vanguard Total Stock Market ET

-0.29%

Shares794.9K

Event2026-06-30

Filed2026-07-28

iShares Core MSCI EAFE ETF

0.74%

Shares1.6M

Event2026-06-30

Filed2026-07-28

IWF

iShares Russell 1000 Growth ET

299.26%

Shares731.9K

Event2026-06-30

Filed2026-07-28

IJR

iShares Core S&P Small-Cap ETF

0.21%

Shares502.0K

Event2026-06-30

Filed2026-07-28

IWD

iShares Russell 1000 Value ETF

-0.14%

Shares265.8K

Event2026-06-30

Filed2026-07-28

DGRO

iShares Core Dividend Growth

0.47%

Shares839.1K

Event2026-06-30

Filed2026-07-28

IJH

iShares Core S&P Mid-Cap ETF

0.59%

Shares711.7K

Event2026-06-30

Filed2026-07-28

iShares Core US Aggregate Bond

3.44%

Shares388.6K

Event2026-06-30

Filed2026-07-28

State Street SPDR S&P 500 ETF

-0.16%

Shares43.7K

Event2026-06-30

Filed2026-07-28

FBIZ

First Business Financial Servi

-5.85%

Shares340.2K

Event2026-06-30

Filed2026-07-28

NVDA

Nvidia Corp

2.60%

Shares102.5K

Event2026-06-30

Filed2026-07-28

JPST

JPMorgan Ultra-Short Income ET

4.03%

Shares363.8K

Event2026-06-30

Filed2026-07-28

AAPL

Apple Inc

0.82%

Shares60.0K

Event2026-06-30

Filed2026-07-28

Broadcom Inc

-0.96%

Shares41.2K

Event2026-06-30

Filed2026-07-28

GOOGL

Alphabet Inc Cap Stk Cl A

3.39%

Shares43.6K

Event2026-06-30

Filed2026-07-28

CIEN

Ciena Corp

-4.13%

Shares28.8K

Event2026-06-30

Filed2026-07-28

LRCX

Lam Research Corporation

5.43%

Shares32.5K

Event2026-06-30

Filed2026-07-28

JPMorgan Chase & Co

2.21%

Shares36.1K

Event2026-06-30

Filed2026-07-28

ANET

Arista Networks Inc

3.89%

Shares68.8K

Event2026-06-30

Filed2026-07-28

Quanta Services Inc

0.43%

Shares15.6K

Event2026-06-30

Filed2026-07-28

LLY

Lilly Eli Co

3.52%

Shares6.6K

Event2026-06-30

Filed2026-07-28

VTIP

Vanguard Short-Term Inflation

13.06%

Shares150.2K

Event2026-06-30

Filed2026-07-28

MTUM

iShares Edge MSCI USA Momentum

0.00%

Shares20.3K

Event2026-06-30

Filed2026-07-28

MSFT

Microsoft Corp

3.31%

Shares18.6K

Event2026-06-30

Filed2026-07-28

XLK

State Street Technology Select

0.00%

Shares36.5K

Event2026-06-30

Filed2026-07-28

iShares S&P 500 Core

33.44%

Shares8.6K

Event2026-06-30

Filed2026-07-28

MUB

iShares National Muni Bond ETF

3.31%

Shares54.7K

Event2026-06-30

Filed2026-07-28

Citigroup Inc

3.50%

Shares41.5K

Event2026-06-30

Filed2026-07-28

ADI

Analog Devices Inc

3.74%

Shares13.9K

Event2026-06-30

Filed2026-07-28

BAC

Bank of America Corp

3.07%

Shares80.0K

Event2026-06-30

Filed2026-07-28

NUE

Nucor Corp

4.13%

Shares20.5K

Event2026-06-30

Filed2026-07-28

COR

CENCORA INC

4.44%

Shares16.0K

Event2026-06-30

Filed2026-07-28

BRK.A

Berkshire Hathaway Inc Class A

0.00%

Shares6

Event2026-06-30

Filed2026-07-28

Costco Wholesale Corp

1.59%

Shares4.7K

Event2026-06-30

Filed2026-07-28

Exxon Mobil Corp

5.35%

Shares30.8K

Event2026-06-30

Filed2026-07-28

TXN

Texas Instruments Inc

2.74%

Shares14.0K

Event2026-06-30

Filed2026-07-28

General Dynamics Corp

4.45%

Shares10.3K

Event2026-06-30

Filed2026-07-28

Cisco Systems Inc

-0.04%

Shares31.0K

Event2026-06-30

Filed2026-07-28

RSSB

Return Stacked Global Stocks &

51.02%

Shares118.1K

Event2026-06-30

Filed2026-07-28

EQIX

Equinix Inc

3.67%

Shares3.4K

Event2026-06-30

Filed2026-07-28

EXPE

Expedia Group Inc New

3.84%

Shares12.7K

Event2026-06-30

Filed2026-07-28

Coca-Cola Co

2.60%

Shares39.8K

Event2026-06-30

Filed2026-07-28

SYK

Stryker Corp

3.72%

Shares10.0K

Event2026-06-30

Filed2026-07-28

RSG

Republic Services Inc

1.62%

Shares14.5K

Event2026-06-30

Filed2026-07-28

PRU

Prudential Financial Inc

1.76%

Shares28.5K

Event2026-06-30

Filed2026-07-28

AMZN

Amazon.com Inc

4.21%

Shares12.9K

Event2026-06-30

Filed2026-07-28

TJX

TJX Companies Inc

3.53%

Shares20.2K

Event2026-06-30

Filed2026-07-28

Nextera Energy Inc

4.00%

Shares34.7K

Event2026-06-30

Filed2026-07-28

TOL

Toll Brothers Inc

6.49%

Shares18.1K

Event2026-06-30

Filed2026-07-28

TMUS

T Mobile US Inc

3.37%

Shares17.5K

Event2026-06-30

Filed2026-07-28

Electronic Arts Inc

-0.44%

Shares14.1K

Event2026-06-30

Filed2026-07-28

XLE

State Street Energy Select Sec

0.00%

Shares54.2K

Event2026-06-30

Filed2026-07-28

XLI

State Street Industrial Select

0.00%

Shares14.0K

Event2026-06-30

Filed2026-07-28

Meta Platforms Inc

5.37%

Shares4.6K

Event2026-06-30

Filed2026-07-28

GOOG

Alphabet Inc Cap Stk Cl C

1.96%

Shares7.0K

Event2026-06-30

Filed2026-07-28

DRI

Darden Restaurants Inc

3.86%

Shares11.1K

Event2026-06-30

Filed2026-07-28

OSK

Oshkosh Corporation

5.04%

Shares14.8K

Event2026-06-30

Filed2026-07-28

ICE

Intercontinental Exchange Inc

3.07%

Shares17.8K

Event2026-06-30

Filed2026-07-28

GLW

Corning Inc

-4.73%

Shares8.5K

Event2026-06-30

Filed2026-07-28

LOW

Lowe's Companies Inc

3.97%

Shares9.7K

Event2026-06-30

Filed2026-07-28

AMD

Advanced Micro Devices Inc

2.68%

Shares3.6K

Event2026-06-30

Filed2026-07-28

HWM

Howmet Aerospace Inc

New

Shares7.6K

Event2026-06-30

Filed2026-07-28

QCOM

Qualcomm Inc

4.13%

Shares10.5K

Event2026-06-30

Filed2026-07-28

Philip Morris International In

0.86%

Shares10.5K

Event2026-06-30

Filed2026-07-28

AEP

American Electric Power Inc

6.28%

Shares13.8K

Event2026-06-30

Filed2026-07-28

SLB

SLB Limited

4.10%

Shares40.4K

Event2026-06-30

Filed2026-07-28

IQV

Iqvia Holdings Inc

4.19%

Shares9.3K

Event2026-06-30

Filed2026-07-28

Abbvie Inc Com

-1.66%

Shares7.0K

Event2026-06-30

Filed2026-07-28

IWB

iShares Russell 1000 ETF

0.00%

Shares4.2K

Event2026-06-30

Filed2026-07-28

Netflix Inc

4.44%

Shares22.1K

Event2026-06-30

Filed2026-07-28

GLD

Spdr Gold Trust

0.00%

Shares4.2K

Event2026-06-30

Filed2026-07-28

Vanguard Small-Cap ETF

0.00%

Shares5.1K

Event2026-06-30

Filed2026-07-28

Kroger Co

4.66%

Shares27.6K

Event2026-06-30

Filed2026-07-28

XLY

State Street Consumer Dis Sele

0.00%

Shares12.9K

Event2026-06-30

Filed2026-07-28

Colgate-Palmolive Co

7.83%

Shares16.3K

Event2026-06-30

Filed2026-07-28

IWM

iShares Russell 2000

0.00%

Shares5.0K

Event2026-06-30

Filed2026-07-28

ASML

ASML Holding N V N Y Registry

0.27%

Shares734

Event2026-06-30

Filed2026-07-28

BRK.B

Berkshire Hathaway INC-CL B

29.06%

Shares2.8K

Event2026-06-30

Filed2026-07-28

ATI Inc

-4.36%

Shares7.2K

Event2026-06-30

Filed2026-07-28

Apollo Global Mgmt Inc

6.47%

Shares11.6K

Event2026-06-30

Filed2026-07-28

XLF

Financial Select Sector SPDR E

0.00%

Shares24.1K

Event2026-06-30

Filed2026-07-28

IWO

iShares Russell 2000 Growth

0.00%

Shares3.1K

Event2026-06-30

Filed2026-07-28

JNJ

Johnson & Johnson

2.78%

Shares4.8K

Event2026-06-30

Filed2026-07-28

MRK

Merck & Co Inc

2.93%

Shares9.1K

Event2026-06-30

Filed2026-07-28

VOX

Vanguard Communication SVCS ET

0.00%

Shares6.2K

Event2026-06-30

Filed2026-07-28

WMT

Wal-Mart Inc

8.93%

Shares9.6K

Event2026-06-30

Filed2026-07-28

ETN

Eaton Corp PLC

12.56%

Shares2.4K

Event2026-06-30

Filed2026-07-28

Vanguard Mid-Cap ETF

300.00%

Shares12.8K

Event2026-06-30

Filed2026-07-28

Palantir Technologies Inc

-0.65%

Shares8.8K

Event2026-06-30

Filed2026-07-28

IWN

iShares Russell 2000 Value

0.00%

Shares4.6K

Event2026-06-30

Filed2026-07-28

NULV

Nuveen ESG Large Cap Value

0.40%

Shares19.0K

Event2026-06-30

Filed2026-07-28

CTA

Simplify Managed Futures ETF

48.27%

Shares35.9K

Event2026-06-30

Filed2026-07-28

MRVL

Marvell Technology Group LTD

-3.60%

Shares3.0K

Event2026-06-30

Filed2026-07-28

CRM

Salesforce Inc.

5.37%

Shares5.6K

Event2026-06-30

Filed2026-07-28

TDG

Transdigm Group Inc

0.31%

Shares654

Event2026-06-30

Filed2026-07-28

Applied Materials Inc

9.92%

Shares1.2K

Event2026-06-30

Filed2026-07-28

USMV

iShares Edge MSCI Min Vol USA

0.00%

Shares8.7K

Event2026-06-30

Filed2026-07-28

BLK

Blackrock Inc New

0.24%

Shares837

Event2026-06-30

Filed2026-07-28

Procter & Gamble Co

2.11%

Shares5.5K

Event2026-06-30

Filed2026-07-28

XLC

State Street Comm Svcs Select

0.00%

Shares7.3K

Event2026-06-30

Filed2026-07-28

VUG

Vanguard Index Growth

481.42%

Shares9.0K

Event2026-06-30

Filed2026-07-28

Mastercard Inc Cl A

3.11%

Shares1.4K

Event2026-06-30

Filed2026-07-28

MDLZ

Mondelez Intl Inc Class A

0.60%

Shares12.2K

Event2026-06-30

Filed2026-07-28

IBM

International Business Machine

21.46%

Shares2.4K

Event2026-06-30

Filed2026-07-28

ITW

Illinois Tool Works Inc

0.84%

Shares2.5K

Event2026-06-30

Filed2026-07-28

CAT

Caterpillar Inc

2.04%

Shares601

Event2026-06-30

Filed2026-07-28

MDY

STATE STREET SPDR S&P MIDCAP 4

0.00%

Shares887

Event2026-06-30

Filed2026-07-28

MGEE

MGE Energy Inc

0.00%

Shares7.5K

Event2026-06-30

Filed2026-07-28

Altria Group Inc

0.94%

Shares8.4K

Event2026-06-30

Filed2026-07-28

CMI

Cummins Inc

1.33%

Shares835

Event2026-06-30

Filed2026-07-28

VTV

Vanguard Index Value

0.00%

Shares2.7K

Event2026-06-30

Filed2026-07-28

GE Aerospace

31.88%

Shares1.6K

Event2026-06-30

Filed2026-07-28

Home Depot Inc

1.70%

Shares1.6K

Event2026-06-30

Filed2026-07-28

CTAS

Cintas Corporation

16.88%

Shares3.4K

Event2026-06-30

Filed2026-07-28

WEYS

Weyco Group Inc

0.00%

Shares14.2K

Event2026-06-30

Filed2026-07-28

SLV

Ishares Silver Trust

0.00%

Shares10.3K

Event2026-06-30

Filed2026-07-28

ABT

Abbott Laboratories

2.92%

Shares6.0K

Event2026-06-30

Filed2026-07-28

ISRG

Intuitive Surgical Inc

1.34%

Shares1.4K

Event2026-06-30

Filed2026-07-28

EFA

iShares MSCI EAFE ETF

0.00%

Shares5.1K

Event2026-06-30

Filed2026-07-28

PEP

Pepsico Inc

0.71%

Shares3.8K

Event2026-06-30

Filed2026-07-28

CVX

Chevron Corp

12.38%

Shares3.1K

Event2026-06-30

Filed2026-07-28

Southern Company

0.95%

Shares5.3K

Event2026-06-30

Filed2026-07-28

AXP

American Express CO

0.20%

Shares1.5K

Event2026-06-30

Filed2026-07-28

VGT

Vanguard Information Technolog

700.00%

Shares4.2K

Event2026-06-30

Filed2026-07-28

LNT

Alliant Energy Corp

19.23%

Shares6.5K

Event2026-06-30

Filed2026-07-28

BMO

Bank Of Montreal ADR

0.00%

Shares2.8K

Event2026-06-30

Filed2026-07-28

TTEK

Tetra Tech Inc New

0.00%

Shares16.8K

Event2026-06-30

Filed2026-07-28

Accenture PLC

0.18%

Shares3.9K

Event2026-06-30

Filed2026-07-28

TEL

TE Connectivity PLC ADR

0.00%

Shares2.4K

Event2026-06-30

Filed2026-07-28

Micron Technology Inc

New

Shares414

Event2026-06-30

Filed2026-07-28

Visa Inc

11.98%

Shares1.4K

Event2026-06-30

Filed2026-07-28

VEA

Vanguard FTSE Developed Market

0.00%

Shares6.6K

Event2026-06-30

Filed2026-07-28

Ameriprise Financial Inc

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-28

Parker Hannifin Corp

0.00%

Shares470

Event2026-06-30

Filed2026-07-28

IXN

Ishares Tr Global Tech ETF

0.00%

Shares3.1K

Event2026-06-30

Filed2026-07-28

ACWX

iShares MSCI ACWI ex US

0.00%

Shares5.9K

Event2026-06-30

Filed2026-07-28

Morgan Stanley

2.41%

Shares2.1K

Event2026-06-30

Filed2026-07-28

WWD

Woodward Inc

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-28

DUK

Duke Energy Corp

8.07%

Shares3.3K

Event2026-06-30

Filed2026-07-28

AON

Aon PLC Shs Cl A

-10.26%

Shares1.2K

Event2026-06-30

Filed2026-07-28

MCK

McKesson Corp

1.91%

Shares533

Event2026-06-30

Filed2026-07-28

UNP

Union Pacific Corp

1.05%

Shares1.4K

Event2026-06-30

Filed2026-07-28

PAVE

Global X US Infr Dev ETF

22.03%

Shares6.6K

Event2026-06-30

Filed2026-07-28

Waste Mgmt Inc Del

1.57%

Shares1.7K

Event2026-06-30

Filed2026-07-28

Goldman Sachs Group Inc

0.00%

Shares371

Event2026-06-30

Filed2026-07-28

GEV

GE Vernova Inc

20.23%

Shares309

Event2026-06-30

Filed2026-07-28

PHM

Pulte Group Inc Com

0.81%

Shares2.6K

Event2026-06-30

Filed2026-07-28

State Street Utilities Select

0.00%

Shares7.9K

Event2026-06-30

Filed2026-07-28

ROK

Rockwell Automation Inc

8.70%

Shares712

Event2026-06-30

Filed2026-07-28

OKLO

Oklo Inc.

0.00%

Shares6.7K

Event2026-06-30

Filed2026-07-28

HLT

Hilton Worldwide Hldgs Inc

48.23%

Shares1.0K

Event2026-06-30

Filed2026-07-28

INTC

Intel Corp

New

Shares2.5K

Event2026-06-30

Filed2026-07-28

XEL

Xcel Energy Inc.

-0.14%

Shares4.2K

Event2026-06-30

Filed2026-07-28

SPDW

State St SPDR Port Developed W

0.00%

Shares6.4K

Event2026-06-30

Filed2026-07-28

USCI

United States Commodity Index

0.00%

Shares3.5K

Event2026-06-30

Filed2026-07-28

Thomson Reuters Corp NPV

New

Shares3.9K

Event2026-06-30

Filed2026-07-28

UnitedHealth Group Inc

2.80%

Shares771

Event2026-06-30

Filed2026-07-28

COF

Capital One Finl Corp Com

1.09%

Shares1.6K

Event2026-06-30

Filed2026-07-28

Seagate Technology Hldngs Plc

New

Shares321

Event2026-06-30

Filed2026-07-28

USB

US Bancorp

0.00%

Shares5.1K

Event2026-06-30

Filed2026-07-28

Blackstone Inc

-13.82%

Shares2.5K

Event2026-06-30

Filed2026-07-28

CRL

Charles River Labs Intl

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-28

STRT

STRATTEC Security Corporation

0.00%

Shares3.6K

Event2026-06-30

Filed2026-07-28

Oracle Corp

11.09%

Shares2.0K

Event2026-06-30

Filed2026-07-28

PSX

Phillips 66

17.27%

Shares1.7K

Event2026-06-30

Filed2026-07-28

Microchip Technology Inc

0.00%

Shares3.1K

Event2026-06-30

Filed2026-07-28

PNC

PNC Financial Services Group I

-16.91%

Shares1.1K

Event2026-06-30

Filed2026-07-28

SCHW

The Charles Schwab Corp

4.62%

Shares3.0K

Event2026-06-30

Filed2026-07-28

GILD

Gilead Sciences Inc

18.14%

Shares2.2K

Event2026-06-30

Filed2026-07-28

TSM

Taiwan Semiconductor MFG LTD A

New

Shares567

Event2026-06-30

Filed2026-07-28

IVW

iShares S&P 500 Growth

-3.62%

Shares1.9K

Event2026-06-30

Filed2026-07-28

MGV

Vanguard World Mega Cap Val ET

7.09%

Shares1.5K

Event2026-06-30

Filed2026-07-28

NSC

Norfolk Southern Corp

2.37%

Shares776

Event2026-06-30

Filed2026-07-28

DGRW

Wisdomtree Tr US Qtly Div Grt

0.00%

Shares2.5K

Event2026-06-30

Filed2026-07-28

GPIQ

Goldman Sachs Nasdaq-100 Premi

0.00%

Shares4.1K

Event2026-06-30

Filed2026-07-28

FELG

Fidelity Enhanced Large Cap ET

-3.51%

Shares5.5K

Event2026-06-30

Filed2026-07-28

TFC

Truist Financial Corporation

10.08%

Shares4.8K

Event2026-06-30

Filed2026-07-28

CVS

CVS Health Corp

New

Shares2.3K

Event2026-06-30

Filed2026-07-28

AJG

Arthur J. Gallagher & Co

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-28

RDVI

FT Vest Rising Dividend Target

0.00%

Shares8.1K

Event2026-06-30

Filed2026-07-28

TMO

Thermo Fisher Scientific Inc

-12.71%

Shares467

Event2026-06-30

Filed2026-07-28

Abrdn Physical Gold Shares ETF

0.00%

Shares6.1K

Event2026-06-30

Filed2026-07-28

MCD

McDonald's Corp

-46.04%

Shares859

Event2026-06-30

Filed2026-07-28

PPL Corp

14.17%

Shares6.3K

Event2026-06-30

Filed2026-07-28

WTRG

Essential Utilities, Inc

-57.59%

Shares6.0K

Event2026-06-30

Filed2026-07-28

IWS

iShares Russell Mid-Cap Value

0.00%

Shares1.4K

Event2026-06-30

Filed2026-07-28

GPIX

Goldman Sachs S&P 500 Premium

0.00%

Shares4.1K

Event2026-06-30

Filed2026-07-28

KEY

Keycorp

New

Shares9.8K

Event2026-06-30

Filed2026-07-28

WEC

WEC Energy Group Inc

New

Shares1.9K

Event2026-06-30

Filed2026-07-28

WFC

Wells Fargo & Co

New

Shares2.7K

Event2026-06-30

Filed2026-07-28

Servicenow Inc

-2.64%

Shares2.2K

Event2026-06-30

Filed2026-07-28

MPC

Marathon Petroleum Corp

0.00%

Shares857

Event2026-06-30

Filed2026-07-28

ENB

Enbridge Inc

New

Shares3.9K

Event2026-06-30

Filed2026-07-28

Verizon Communications Inc

11.42%

Shares5.0K

Event2026-06-30

Filed2026-07-28

Chubb Limited Com

1.79%

Shares625

Event2026-06-30

Filed2026-07-28

UBER

Uber Technologies Inc

New

Shares2.9K

Event2026-06-30

Filed2026-07-28

EOG

EOG Res Inc

-15.76%

Shares1.6K

Event2026-06-30

Filed2026-07-28

SPG

Simon Property Group

New

Shares931

Event2026-06-30

Filed2026-07-28

CEG

Constellation Energy Corp

New

Shares832

Event2026-06-30

Filed2026-07-28

GNRC

Generac Holdings Inc

New

Shares700

Event2026-06-30

Filed2026-07-28

DOX

Amdocs Ltd ADR

-9.08%

Shares4.0K

Event2026-06-30

Filed2026-07-28

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available