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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 5 of 9  ·  168 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 MRK Merck & Co Inc Healthcare 8,804.0 $927K 0.09% NEW $105.26 +13.8%
82 WMT Wal-Mart Inc Consumer Defensive 8,309.0 $926K 0.09% NEW $111.41 +6.1%
83 PG Procter & Gamble Co Consumer Defensive 6,360.0 $911K 0.08% NEW $143.31 +2.0%
84 BLK Blackrock Inc New Financial Services 835.0 $894K 0.08% NEW $1070.34 -1.8%
85 TDG Transdigm Group Inc Industrials 652.0 $867K 0.08% NEW $1329.85 -5.0%
86 NULV Nuveen ESG Large Cap Value 19,185.0 $864K 0.08% NEW $45.05 +12.9%
87 VO Vanguard Mid-Cap ETF 2,969.0 $862K 0.08% NEW $290.22 -72.8%
88 XLC State Street Comm Svcs Select 7,317.0 $861K 0.08% NEW $117.72 -1.2%
89 ATI ATI Inc Industrials 7,484.0 $859K 0.08% NEW $114.76 +47.4%
90 IWN iShares Russell 2000 Value 4,604.0 $834K 0.08% NEW $181.21 +18.8%
91 USMV iShares Edge MSCI Min Vol USA 8,694.0 $819K 0.07% NEW $94.16 +2.4%
92 SLV Ishares Silver Trust Financial Services 12,230.0 $788K 0.07% NEW $64.42 +6.4%
93 ASML ASML Holding N V N Y Registry Technology 732.0 $783K 0.07% NEW $1069.86 +50.6%
94 GLW Corning Inc Technology 8,369.0 $733K 0.07% NEW $87.56 +111.6%
95 VUG Vanguard Index Growth 1,502.0 $733K 0.07% NEW $487.86 -81.7%
96 ISRG Intuitive Surgical Inc Healthcare 1,240.0 $702K 0.06% NEW $566.36 -25.3%
97 ABT Abbott Laboratories Healthcare 5,443.0 $682K 0.06% NEW $125.29 -31.3%
98 AMD Advanced Micro Devices Inc Technology 3,146.0 $674K 0.06% NEW $214.16 +142.5%
99 MCD McDonald's Corp Consumer Cyclical 2,188.0 $669K 0.06% NEW $305.63 -9.1%
100 MDLZ Mondelez Intl Inc Class A Consumer Defensive 12,118.0 $652K 0.06% NEW $53.83 +15.9%
Page 5 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%