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 STRT
Shares Held
Position Value (USD)
4 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $281,867 | 3,598 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $273,951 | 3,598 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $244,879 | 3,598 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $223,831 | 3,598 | Shares | Sole | 2025-07-31 | |
| No 13F history on record for this holder in this stock. | ||||||