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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 8 of 9  ·  168 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 UNP Union Pacific Corp Industrials 1,422.0 $329K 0.03% NEW $231.32 +15.5%
142 GS Goldman Sachs Group Inc Financial Services 371.0 $326K 0.03% NEW $879.00 +13.7%
143 BMO Bank Of Montreal ADR Financial Services 2,462.0 $320K 0.03% NEW $129.79 +24.9%
144 XEL Xcel Energy Inc. Utilities 4,184.0 $309K 0.03% NEW $73.86 +7.6%
145 NOW Servicenow Inc Technology 1,990.0 $305K 0.03% NEW $153.19 -29.9%
146 WWD Woodward Inc Industrials 1,000.0 $302K 0.03% NEW $302.32 +18.7%
147 UNH UnitedHealth Group Inc Healthcare 879.0 $290K 0.03% NEW $330.11 +16.8%
148 USB US Bancorp Financial Services 5,397.0 $288K 0.03% NEW $53.36 +2.1%
149 SCHW The Charles Schwab Corp Financial Services 2,881.0 $288K 0.03% NEW $99.91 -15.7%
150 PNC PNC Financial Services Group I Financial Services 1,348.0 $281K 0.03% NEW $208.73 +5.5%
151 AMAT Applied Materials Inc Technology 1,078.0 $277K 0.03% NEW $256.99 +77.9%
152 STRT STRATTEC Security Corporation Consumer Cyclical 3,598.0 $274K 0.03% NEW $76.14 +6.6%
153 AJG Arthur J. Gallagher & Co Financial Services 1,037.0 $268K 0.03% NEW $258.79 -21.3%
154 MRVL Marvell Technology Group LTD Technology 3,113.0 $265K 0.02% NEW $84.98 +131.7%
155 FIS Fidelity National Information Technology 3,963.0 $263K 0.02% NEW $66.46 -36.7%
156 DIS Walt Disney Company Communication Services 2,281.0 $260K 0.02% NEW $113.77 -8.8%
157 CRL Charles River Labs Intl Healthcare 1,300.0 $259K 0.02% NEW $199.48 -10.4%
158 PAVE Global X US Infr Dev ETF 5,401.0 $258K 0.02% NEW $47.79 +18.2%
159 ROK Rockwell Automation Inc Industrials 648.0 $252K 0.02% NEW $389.07 +17.2%
160 IVW iShares S&P 500 Growth 1,933.0 $238K 0.02% NEW $123.26 +13.1%
Page 8 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%