The Analysis of FIRST BUSINESS FINANCIAL SERVICES, INC.'s Holdings
Currently, FIRST BUSINESS FINANCIAL SERVICES, INC. holds 185 types of securities in its portfolio with a total value $1.1B. In the most recent quarter, they have increased their positions in AEP (+10.6K shares, valued at $1.2M), AGG (+6.4K shares, valued at $640.6K), MSFT (+680 shares, valued at $352.2K); decreased their positions in VTI (-94.9K shares, valued at $31.2M), IEFA (-182.0K shares, valued at $15.9M), IWF (-17.6K shares, valued at $8.3M); initiated new positions in AEP (+10.6K shares, valued at $1.2M), PSX (+1.6K shares, valued at $221.8K), MPC (+1.1K shares, valued at $215.1K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
VTI Vanguard Total Stock Market ET807.1K shares-10.52%2025-09-302025-10-30
IEFA iShares Core MSCI EAFE ETF1.5M shares-10.69%2025-09-302025-10-30 IWF iShares Russell 1000 Growth ET187.8K shares-8.58%2025-09-302025-10-30 IJR iShares Core S&P Small-Cap ETF499.4K shares-11.25%2025-09-302025-10-30 DGRO iShares Core Dividend Growth824.0K shares-12.06%2025-09-302025-10-30 IWD iShares Russell 1000 Value ETF265.4K shares-10.11%2025-09-302025-10-30 IJH iShares Core S&P Mid-Cap ETF704.2K shares-10.88%2025-09-302025-10-30 AGG iShares Core US Aggregate Bond363.3K shares1.79%2025-09-302025-10-30 SPY SPDR S&P 500 ETF43.8K shares-0.46%2025-09-302025-10-30 FBIZ First Business Financial Servi374.2K shares-5.14%2025-09-302025-10-30 NVDA Nvidia Corp93.7K shares-7.92%2025-09-302025-10-30 AAPL Apple Inc56.5K shares-5.29%2025-09-302025-10-30 AVGO Broadcom Inc36.8K shares-7.77%2025-09-302025-10-30 JPST JPMorgan Ultra-Short Income ET202.8K shares2.91%2025-09-302025-10-30 JPM JPMorgan Chase & Co31.6K shares-6.97%2025-09-302025-10-30 MSFT Microsoft Corp18.8K shares3.75%2025-09-302025-10-30 GOOGL Alphabet Inc Cap Stk Cl A38.4K shares-5.82%2025-09-302025-10-30 ANET Arista Networks Inc57.1K shares-13.33%2025-09-302025-10-30 CAT Caterpillar Inc14.7K shares0.00%2025-09-302025-10-30 PWR Quanta Services Inc13.8K shares-5.35%2025-09-302025-10-30 MTUM iShares Edge MSCI USA Momentum20.3K shares0.00%2025-09-302025-10-30 XLK Technology Select Sector SPDR18.2K shares0.00%2025-09-302025-10-30 MUB iShares National Muni Bond ETF43.7K shares1.43%2025-09-302025-10-30 DE Deere & Co Com10.0K shares0.00%2025-09-302025-10-30 BRK.A Berkshire Hathaway Inc Class A6 shares0.00%2025-09-302025-10-30 LLY Lilly Eli Co5.6K shares-9.37%2025-09-302025-10-30 COR CENCORA INC13.3K shares-14.53%2025-09-302025-10-30 IVV iShares S&P 500 Core5.9K shares0.00%2025-09-302025-10-30 COST Costco Wholesale Corp4.2K shares-8.84%2025-09-302025-10-30 CIEN Ciena Corp26.0K shares-6.23%2025-09-302025-10-30 MGEE MGE Energy Inc44.4K shares-5.37%2025-09-302025-10-30 BAC Bank of America Corp69.6K shares-2.65%2025-09-302025-10-30 C Citigroup Inc34.9K shares-10.13%2025-09-302025-10-30 LRCX Lam Research Corporation26.2K shares-10.48%2025-09-302025-10-30 TMUS T Mobile US Inc13.7K shares-9.95%2025-09-302025-10-30 SYK Stryker Corp8.4K shares-11.24%2025-09-302025-10-30 XOM Exxon Mobil Corp26.4K shares-9.94%2025-09-302025-10-30 EA Electronic Arts Inc14.7K shares-13.38%2025-09-302025-10-30 RSG Republic Services Inc12.7K shares-11.43%2025-09-302025-10-30 GD General Dynamics Corp8.5K shares-12.90%2025-09-302025-10-30 ADI Analog Devices Inc11.6K shares-13.47%2025-09-302025-10-30 TJX TJX Companies Inc17.8K shares-11.12%2025-09-302025-10-30 KO Coca-Cola Co37.5K shares-1.83%2025-09-302025-10-30 XLE Energy Select Sector SPDR ETF27.1K shares-0.48%2025-09-302025-10-30 ICE Intercontinental Exchange Inc14.3K shares-12.55%2025-09-302025-10-30 AMZN Amazon.com Inc10.9K shares14.21%2025-09-302025-10-30 NFLX Netflix Inc2.0K shares16.12%2025-09-302025-10-30 NUE Nucor Corp17.2K shares10.41%2025-09-302025-10-30 EXPE Expedia Group Inc New10.6K shares-6.93%2025-09-302025-10-30 NEE Nextera Energy Inc29.6K shares-8.71%2025-09-302025-10-30 EQIX Equinix Inc2.8K shares-13.21%2025-09-302025-10-30 TXN Texas Instruments Inc12.0K shares-7.91%2025-09-302025-10-30 XLI Industrials Select Sector SPDR14.0K shares0.00%2025-09-302025-10-30 CSCO Cisco Systems Inc30.7K shares-14.22%2025-09-302025-10-30 LOW Lowe's Companies Inc8.1K shares-9.46%2025-09-302025-10-30 TOL Toll Brothers Inc14.6K shares4.02%2025-09-302025-10-30 GLD Spdr Gold Trust Shs5.2K shares0.00%2025-09-302025-10-30 PRU Prudential Financial Inc17.2K shares-11.52%2025-09-302025-10-30 GOOG Alphabet Inc Cap Stk Cl C7.2K shares-2.70%2025-09-302025-10-30 DRI Darden Restaurants Inc9.2K shares-13.44%2025-09-302025-10-30 PM Philip Morris International In10.5K shares0.00%2025-09-302025-10-30 ABBV Abbvie Inc Com7.3K shares-2.02%2025-09-302025-10-30 IQV Iqvia Holdings Inc8.4K shares-11.03%2025-09-302025-10-30 IWB iShares Russell 1000 ETF4.2K shares-23.92%2025-09-302025-10-30 EOG EOG Res Inc13.8K shares-6.16%2025-09-302025-10-30 XLY Consumer Discr Select Sect SPD6.5K shares0.00%2025-09-302025-10-30 OSK Oshkosh Corporation11.8K shares0.88%2025-09-302025-10-30 QCOM Qualcomm Inc9.0K shares-10.19%2025-09-302025-10-30 PLTR Palantir Technologies Inc8.1K shares-11.76%2025-09-302025-10-30 KR Kroger Co21.5K shares-15.73%2025-09-302025-10-30 SLB SLB Limited39.8K shares-9.42%2025-09-302025-10-30 XLF Financial Select Sector SPDR E24.1K shares0.00%2025-09-302025-10-30 VB Vanguard Small-Cap ETF5.0K shares-33.66%2025-09-302025-10-30 IWM iShares Russell 20005.0K shares-11.02%2025-09-302025-10-30 AEP American Electric Power Inc10.6K sharesnew addition2025-09-302025-10-30 AEE Ameren Corporation11.2K shares0.00%2025-09-302025-10-30 VOX Vanguard Communication SVCS ET6.2K shares0.00%2025-09-302025-10-30 PG Procter & Gamble Co7.3K shares1.38%2025-09-302025-10-30 APO Apollo Global Mgmt Inc8.0K shares2.38%2025-09-302025-10-30 LNT Alliant Energy Corp15.6K shares0.00%2025-09-302025-10-30 BRK.B Berkshire Hathaway INC-CL B2.0K shares-8.90%2025-09-302025-10-30 ACN Accenture PLC4.2K shares0.00%2025-09-302025-10-30 IWO iShares Russell 2000 Growth3.1K shares0.00%2025-09-302025-10-30 CRM Salesforce Inc.4.1K shares-3.20%2025-09-302025-10-30 BLK Blackrock Inc New831 shares0.00%2025-09-302025-10-30 CL Colgate-Palmolive Co11.5K shares-6.21%2025-09-302025-10-30 NULV Nuveen ESG Large Cap Value21.0K shares-1.16%2025-09-302025-10-30 JNJ Johnson & Johnson4.9K shares-5.12%2025-09-302025-10-30 WMT Wal-Mart Inc8.6K shares-0.21%2025-09-302025-10-30 CVX Chevron Corp5.6K shares-2.72%2025-09-302025-10-30 VO Vanguard Mid-Cap ETF3.0K shares0.00%2025-09-302025-10-30 TDG Transdigm Group Inc652 shares0.00%2025-09-302025-10-30 META Meta Platforms Inc1.1K shares0.00%2025-09-302025-10-30 XLC Communication Sector Select SP7.1K shares0.00%2025-09-302025-10-30 USMV iShares Edge MSCI Min Vol USA8.7K shares0.00%2025-09-302025-10-30 IWN iShares Russell 2000 Value4.6K shares0.00%2025-09-302025-10-30 MDLZ Mondelez Intl Inc Class A13.0K shares0.00%2025-09-302025-10-30 ITW Illinois Tool Works Inc3.0K shares-6.24%2025-09-302025-10-30 ETN Eaton Corp PLC2.1K shares0.00%2025-09-302025-10-30 OKLO Oklo Inc.6.7K shares33.00%2025-09-302025-10-30 MRK Merck & Co Inc8.8K shares-2.51%2025-09-302025-10-30 ABT Abbott Laboratories5.4K shares0.00%2025-09-302025-10-30 HD Home Depot Inc1.8K shares0.00%2025-09-302025-10-30 VUG Vanguard Index Growth1.5K shares0.00%2025-09-302025-10-30 ASML ASML Holding N V N Y Registry737 shares0.00%2025-09-302025-10-30 PEP Pepsico Inc5.0K shares1.20%2025-09-302025-10-30 GLW Corning Inc8.4K shares0.00%2025-09-302025-10-30 SO Southern Company7.2K shares2.48%2025-09-302025-10-30 MCD McDonald's Corp2.2K shares0.00%2025-09-302025-10-30 PNC PNC Financial Services Group I3.3K shares0.00%2025-09-302025-10-30 PLOW Douglas Dynamics Inc20.0K shares0.00%2025-09-302025-10-30 TEL TE Connectivity PLC ADR2.8K shares0.00%2025-09-302025-10-30 TRI Thomson Reuters Corp.3.9K shares0.00%2025-09-302025-10-30 ATI ATI Inc7.5K shares0.00%2025-09-302025-10-30 TTEK Tetra Tech Inc New17.6K shares0.00%2025-09-302025-10-30 AMD Advanced Micro Devices Inc3.5K shares0.00%2025-09-302025-10-30 ISRG Intuitive Surgical Inc1.3K shares0.00%2025-09-302025-10-30 USB US Bancorp11.4K shares-2.26%2025-09-302025-10-30 IBM International Business Machine1.9K shares-8.28%2025-09-302025-10-30 MDY SPDRA S&P MidCap 400 ETF887 shares0.00%2025-09-302025-10-30 SLV Ishares Silver Trust12.2K shares0.00%2025-09-302025-10-30 ORCL Oracle Corp1.8K shares0.00%2025-09-302025-10-30 MA Mastercard Inc Cl A885 shares0.00%2025-09-302025-10-30 VTV Vanguard Index Value2.7K shares0.00%2025-09-302025-10-30 AMP Ameriprise Financial Inc1.0K shares-7.14%2025-09-302025-10-30 AON Aon PLC Shs Cl A1.4K shares0.00%2025-09-302025-10-30 AXP American Express CO1.5K shares0.00%2025-09-302025-10-30 EFA iShares MSCI EAFE ETF5.1K shares0.00%2025-09-302025-10-30 MO Altria Group Inc7.1K shares0.00%2025-09-302025-10-30 V Visa Inc1.4K shares0.00%2025-09-302025-10-30 WEYS Weyco Group Inc14.2K shares8.09%2025-09-302025-10-30 CTAS Cintas Corporation2.1K shares0.00%2025-09-302025-10-30 COF Capital One Finl Corp Com2.0K shares0.00%2025-09-302025-10-30 MCK McKesson Corp523 shares0.00%2025-09-302025-10-30 DUK Duke Energy Corp3.2K shares-2.70%2025-09-302025-10-30 VEA Vanguard FTSE Developed Market6.5K shares0.00%2025-09-302025-10-30 WM Waste Mgmt Inc Del1.8K shares0.00%2025-09-302025-10-30 VGT Vanguard Information Technolog519 shares0.00%2025-09-302025-10-30 ACWX iShares MSCI ACWI ex US5.9K shares0.00%2025-09-302025-10-30 UNP Union Pacific Corp1.6K shares0.00%2025-09-302025-10-30 TTC Toro Co5.0K shares0.00%2025-09-302025-10-30 SCHW The Charles Schwab Corp3.9K shares0.00%2025-09-302025-10-30 NOW Servicenow Inc403 shares0.00%2025-09-302025-10-30 DOX Amdocs Ltd ADR4.5K shares0.00%2025-09-302025-10-30 GE GE Aerospace1.2K shares0.00%2025-09-302025-10-30 PH Parker Hannifin Corp470 shares0.00%2025-09-302025-10-30 CMI Cummins Inc824 shares0.00%2025-09-302025-10-30 XEL Xcel Energy Inc.4.3K shares3.60%2025-09-302025-10-30 XLU Utilities Select Sector SPDR E4.0K shares0.00%2025-09-302025-10-30 UNH UnitedHealth Group Inc984 shares-47.04%2025-09-302025-10-30 DIS Walt Disney Company2.9K shares-3.79%2025-09-302025-10-30 MS Morgan Stanley2.1K shares0.00%2025-09-302025-10-30 GS Goldman Sachs Group Inc411 shares0.00%2025-09-302025-10-30 HWM Howmet Aerospace Inc1.7K shares0.00%2025-09-302025-10-30 BMO Bank Of Montreal ADR2.5K shares0.00%2025-09-302025-10-30 IXN Ishares Tr Global Tech ETF3.1K shares0.00%2025-09-302025-10-30 AJG Arthur J. Gallagher & Co1.0K shares0.00%2025-09-302025-10-30 ROK Rockwell Automation Inc867 shares0.00%2025-09-302025-10-30 MRVL Marvell Technology Group LTD3.1K shares0.00%2025-09-302025-10-30 FIS Fidelity National Information4.0K shares0.00%2025-09-302025-10-30 PAVE Global X US Infr Dev ETF5.4K shares0.00%2025-09-302025-10-30 WWD Woodward Inc1.0K shares0.00%2025-09-302025-10-30 HCA Hca Healthcare Inc Com591 shares0.00%2025-09-302025-10-30 STRT STRATTEC Security Corporation3.6K shares0.00%2025-09-302025-10-30 T AT&T Inc8.6K shares2.78%2025-09-302025-10-30 GEV GE Vernova Inc390 shares-23.08%2025-09-302025-10-30 NICE Nice Ltd Sponsored ADR1.6K shares0.00%2025-09-302025-10-30 FELG Fidelity Enhanced Large Cap ET5.7K shares0.00%2025-09-302025-10-30 IVW iShares S&P 500 Growth1.9K shares0.00%2025-09-302025-10-30 AMAT Applied Materials Inc1.1K shares0.00%2025-09-302025-10-30 NKE Nike Inc3.2K shares0.00%2025-09-302025-10-30 DGRW Wisdomtree Tr US Qtly Div Grt2.5K shares0.00%2025-09-302025-10-30 PYPL Paypal Hldgs Inc3.3K shares-2.65%2025-09-302025-10-30 PSX Phillips 661.6K sharesnew addition2025-09-302025-10-30 MCHP Microchip Technology Inc3.4K shares0.00%2025-09-302025-10-30 MPC Marathon Petroleum Corp1.1K sharesnew addition2025-09-302025-10-30 TMO Thermo Fisher Scientific Inc442 shares-48.96%2025-09-302025-10-30 INTC Intel Corp6.3K shares-34.00%2025-09-302025-10-30 PPL PPL Corp5.6K sharesnew addition2025-09-302025-10-30 CRL Charles River Labs Intl1.3K sharesnew addition2025-09-302025-10-30 WFC Wells Fargo & Co2.4K sharesnew addition2025-09-302025-10-30 GILD Gilead Sciences Inc1.8K sharesnew addition2025-09-302025-10-30 ICLN iShares Global Clean Energy ET11.0K shares-3.94%2025-09-302025-10-30 UA Under Armour Inc10.0K sharesnew addition2025-09-302025-10-30 GPRO Gopro Inc10.0K sharesnew addition2025-09-302025-10-30 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available