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Portfolio (Quarterly) Guide ↗

First Business Financial Services, Inc.

· CIK 0001521951
13F Portfolio $1.1B AUM 192 positions Filed May 1, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 27 New 84 Added 11 Reduced 3 Exited
Page 5 of 5  ·  84 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 NOW Servicenow Inc Technology 2,270.0 $237K 0.02% +280.0 +14.1% $104.55 +4.5%
82 ROK Rockwell Automation Inc Industrials 655.0 $235K 0.02% +7.0 +1.1% $358.88 +25.3%
83 TFC Truist Financial Corporation Financial Services 4,377.0 $201K 0.02% +85.0 +2.0% $45.97 +4.6%
84 UA Under Armour Inc Consumer Cyclical 20,000.0 $116K 0.01% +10K +100.0% $5.79 -0.5%
Page 5 of 5  ·  84 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 32.2%
Financial Services 27.5%
Communication Services 8.4%
Industrials 8.1%
Consumer Cyclical 5.8%
Consumer Defensive 5.3%
Healthcare 5.1%
Energy 2.8%
Utilities 2.7%
Real Estate 1.1%