First Business Financial Services, Inc. Portfolio Holdings

First Business Financial Services, Inc.

  • $1.01 Billion
  • Q1 2025

First Business Financial Services, Inc. has filed its 13F form on May 02, 2025 for Q1 2025 where it was disclosed a total value porftolio of $1.01 Billion distributed in 170 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $248M, Ishares Tr with a value of $129M, Ishares Russell 1000 Gr ETF with a value of $74.3M, Ishares Core S&P Sm Cap ETF with a value of $59.6M, and Ishares Core Dividend Growth E with a value of $57.8M.

Examining the 13F form we can see an increase of $6.17M in the current position value, from $1B to 1.01B.

Below you can find more details about First Business Financial Services, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $1.01 Billion
ETFs: $781 Million
Technology: $56.1 Million
Financial Services: $48.8 Million
Industrials: $27.1 Million
Healthcare: $23 Million
Communication Services: $17.1 Million
Consumer Cyclical: $16.8 Million
Consumer Defensive: $13.5 Million
Other: $22.7 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.31B
$4.3 Million 0.43% of portfolio
46,276
Q1 2025 Added 1.52%
$9.75B
$610,000 0.06% of portfolio
11,739
Q1 2025 Reduced 12.75%
$8.11B
$363,000 0.04% of portfolio
5,000
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 170
  • Current Value $1.01 Billion
  • Prior Value $1 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 02, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 15 stocks
  • Additional Purchases 73 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 22 stocks
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