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Latest FIRST BUSINESS FINANCIAL SERVICES, INC. Stock Portfolio

FIRST BUSINESS FINANCIAL SERVICES, INC. Performance:
2026 Q1: -1.45%YTD: -1.45%2025: 16.45%
Performance for 2026 Q1 is -1.45%, and YTD is -1.45%, and 2025 is 16.45%.

About FIRST BUSINESS FINANCIAL SERVICES, INC. and 13F Hedge Fund Stock Holdings

On 2026-05-01, the fund reported it's updated stock portfolio. In the 13F Holdings report, FIRST BUSINESS FINANCIAL SERVICES, INC. reported an equity portfolio of $1.1 Billions as of 31 Mar, 2026.

The top stock holdings of FIRST BUSINESS FINANCIAL SERVICES, INC. are VB, IBCE, IJR. The fund has invested 22.7% of it's portfolio in VANGUARD TOTAL STOCK MARKET ET and 12.5% of portfolio in ISHARES CORE MSCI EAFE ETF.

The fund managers got completely rid off FIDELITY NATIONAL INFORMATION (FIS), WELLS FARGO & CO (WFC) and EXACT SCIENCES CORP (EXAS) stocks. They significantly reduced their stock positions in MCDONALD'S CORP (MCD), SPDR GOLD TRUST (GLD) and PROCTER & GAMBLE CO (PG). FIRST BUSINESS FINANCIAL SERVICES, INC. opened new stock positions in VANGUARD SHORT-TERM INFLATION (VTIP), RETURN STACKED GLOBAL STOCKS & and SIMPLIFY MANAGED FUTURES ETF (AGGH). The fund showed a lot of confidence in some stocks as they added substantially to UNDER ARMOUR INC (UA), JPMORGAN ULTRA-SHORT INCOME ET (BBAX) and MASTERCARD INC CL A (MA).

FIRST BUSINESS FINANCIAL SERVICES, INC. Annual Return Estimates Vs S&P 500

Our best estimate is that First Business Financial Services, Inc. made a return of -1.45% in the last quarter. In trailing 12 months, it's portfolio return was 18.23%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
vanguard short-term inflation6,634,460
return stacked global stocks &2,128,040
simplify managed futures etf730,689
essential utilities, inc569,659
blackstone inc335,426
united states commodity index331,418
pulte group inc com306,374
state st spdr port developed w294,169
New stocks bought by FIRST BUSINESS FINANCIAL SERVICES, INC.

Additions

Ticker% Inc.
under armour inc100
jpmorgan ultra-short income et60.64
mastercard inc cl a56.51
cintas corporation39.72
thermo fisher scientific inc30.17
apollo global mgmt inc26.24
salesforce inc.23.61
colgate-palmolive co22.16
Additions to existing portfolio by FIRST BUSINESS FINANCIAL SERVICES, INC.

Reductions

Ticker% Reduced
mcdonald's corp-27.24
spdr gold trust-19.06
procter & gamble co-15.72
ishares silver trust-15.54
unitedhealth group inc-14.68
caterpillar inc-12.35
home depot inc-7.77
us bancorp-6.37
FIRST BUSINESS FINANCIAL SERVICES, INC. reduced stake in above stock

Sold off

Ticker$ Sold
fidelity national information-263,381
wells fargo & co-230,484
exact sciences corp-224,955
FIRST BUSINESS FINANCIAL SERVICES, INC. got rid off the above stocks

Sector Distribution

First Business Financial Services, Inc. has about 76.1% of it's holdings in Others sector.

Sector%
Others76.1
Technology8.5
Financial Services4.3
Communication Services2.3
Industrials2.2
Consumer Cyclical1.6
Healthcare1.5
Consumer Defensive1.4

Market Cap. Distribution

First Business Financial Services, Inc. has about 22.3% of it's portfolio invested in the large-cap and mega-cap stocks.

Category%
UNALLOCATED75.6
MEGA-CAP12.6
LARGE-CAP9.7
SMALL-CAP1.8

Stocks belong to which Index?

About 22.2% of the stocks held by First Business Financial Services, Inc. either belong to S&P 500 or RUSSELL 2000 index.

Index%
Others77.8
S&P 50020.2
RUSSELL 20002
Top 5 Winners (%)%
CIEN
ciena corp
60.2 %
GLW
corning inc
52.5 %
XOM
exxon mobil corp
38.7 %
XLB
state street energy select sec
37.0 %
CVX
chevron corp
35.8 %
Top 5 Winners ($)$
CIEN
ciena corp
4.4 M
IJR
ishares core s&p small-cap etf
2.1 M
PWR
quanta services inc
1.9 M
IBCE
ishares core msci eafe etf
1.6 M
XOM
exxon mobil corp
1.4 M
Top 5 Losers (%)%
TRI
thomson reuters corp.
-31.8 %
ALCC
oklo inc.
-30.9 %
NOW
servicenow inc
-30.4 %
CRM
salesforce inc.
-27.5 %
ACN
accenture plc
-26.1 %
Top 5 Losers ($)$
VB
vanguard total stock market et
-11.5 M
IJR
ishares russell 1000 growth et
-8.6 M
MSFT
microsoft corp
-2.0 M
AVGO
broadcom inc
-1.5 M
SPY
state street spdr s&p 500 etf
-1.4 M

FIRST BUSINESS FINANCIAL SERVICES, INC. Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of FIRST BUSINESS FINANCIAL SERVICES, INC.

First Business Financial Services, Inc. has 192 stocks in it's portfolio. About 69.8% of the portfolio is in top 10 stocks. VB proved to be the most loss making stock for the portfolio. CIEN was the most profitable stock for First Business Financial Services, Inc. last quarter.

Last Reported on: 01 May, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions