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Portfolio (Quarterly) Guide ↗

First Business Financial Services, Inc.

· CIK 0001521951
13F Portfolio $1.1B AUM Filed Feb 6, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 168 New
Page 9 of 9  ·  168 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 TMO Thermo Fisher Scientific Inc Healthcare 411.0 $238K 0.02% NEW $579.45 -15.9%
162 FELG Fidelity Enhanced Large Cap ET 5,700.0 $238K 0.02% NEW $41.70 +7.6%
163 WFC Wells Fargo & Co Financial Services 2,473.0 $230K 0.02% NEW $93.20 -18.3%
164 DGRW Wisdomtree Tr US Qtly Div Grt 2,543.0 $227K 0.02% NEW $89.43 +8.3%
165 Exact Sciences Corp 2,215.0 $225K 0.02% NEW $101.56
166 TFC Truist Financial Corporation Financial Services 4,292.0 $211K 0.02% NEW $49.21 -2.9%
167 GILD Gilead Sciences Inc Healthcare 1,710.0 $210K 0.02% NEW $122.74 +11.0%
168 UA Under Armour Inc Consumer Cyclical 10,000.0 $48K 0.00% NEW $4.80 +17.5%
Page 9 of 9  ·  168 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 32.4%
Financial Services 29.8%
Communication Services 8.8%
Industrials 7.1%
Consumer Cyclical 5.7%
Healthcare 5.5%
Consumer Defensive 4.9%
Utilities 2.2%
Energy 1.8%
Basic Materials 1.0%