First Business Financial Services, Inc.
Top Portfolio Positions
141 positions ·
$309,508,630 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| SPY |
Spdr S&P 500 ETF Trust
|
43,754 | $28,454,976 | 9.19% | |
| FBIZ |
First Business Financial Services, Inc.
Financial Services
|
361,311 | $19,485,502 | 6.30% | |
| NVDA |
Nvidia Corp
Technology
|
99,950 | $17,431,280 | 5.63% | |
| AAPL |
Apple Inc.
Technology
|
59,469 | $15,092,637 | 4.88% | |
| AVGO |
Broadcom Inc.
Technology
|
41,647 | $12,890,162 | 4.16% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
42,161 | $12,123,817 | 3.92% | |
| CIEN |
Ciena Corp
Technology
|
30,050 | $11,666,311 | 3.77% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
35,340 | $10,395,614 | 3.36% | |
| PWR |
Quanta Services, Inc.
Industrials
|
15,527 | $8,524,633 | 2.75% | |
| ANET |
Arista Networks, Inc.
Technology
|
66,173 | $8,124,720 | 2.63% |
Portfolio Trend
25 quarters · across all stocks
Holdings in FBIZ
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $19,485,502 | 361,311 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $19,619,187 | 361,311 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $19,183,183 | 374,233 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $19,984,914 | 394,491 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $18,568,565 | 393,819 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $17,409,113 | 376,088 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $16,681,928 | 365,912 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $13,084,028 | 353,718 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $13,132,125 | 350,190 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $14,015,832 | 349,522 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $10,670,115 | 355,552 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $10,701,773 | 362,895 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $10,816,252 | 354,515 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $12,976,894 | 355,045 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $11,648,498 | 360,523 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $11,071,295 | 354,963 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $11,252,616 | 342,963 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $9,996,704 | 342,705 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $9,824,131 | 342,185 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $9,234,037 | 341,117 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $8,550,768 | 345,765 | Shares | Sole | 2021-04-20 | |
| 2020-12-31 | $6,344,417 | 344,618 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $4,892,967 | 342,405 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $5,446,973 | 331,123 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $5,165,731 | 333,273 | Shares | Sole | 2020-05-01 | |
| No 13F history on record for this holder in this stock. | ||||||