§ 13F · FUND PROFILE
First Business Financial Services, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $1.1B (13F)Positions · 185Turnover · — · Q1Filed · May 1, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$15M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 1, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Market ET | 797K | $256M | 22.7% | +1% |
| 2 | IEFA | iShares Core MSCI EAFE ETF | 1.56M | $141M | 12.5% | +3% |
| 3 | IWF | iShares Russell 1000 Growth ET | 183K | $78M | 6.9% | +1% |
| 4 | IJR | iShares Core S&P Small-Cap ETF | 501K | $62M | 5.5% | +2% |
| 5 | DGRO | iShares Core Dividend Growth | 835K | $59M | 5.2% | +2% |
| 6 | IWD | iShares Russell 1000 Value ETF | 266K | $57M | 5.1% | +1% |
| 7 | IJH | iShares Core S&P Mid-Cap ETF | 708K | $48M | 4.2% | +2% |
| 8 | AGG | iShares Core US Aggregate Bond | 376K | $37M | 3.3% | −2% |
| 9 | SPY | State Street SPDR S&P 500 ETF | 44K | $28M | 2.5% | ±0% |
| 10 | FBIZ | First Business Financial Servi | 361K | $19M | 1.7% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE FIRST SIGNAL
AC read
First Business Financial Services, Inc. is a Other fund managing $1.1 billion in assets. The fund runs a portfolio of 185 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed