StockDriftsStockDriftsTop 50 First Business Financial Services INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTI | Vanguard Total Stock Market ET | 22.81% | 794.9K | $294.1M | -0.29%(-2.33K) | $143.16(+166.86%) | 2026-06-30 | |
| IEFA | iShares Core MSCI EAFE ETF | 11.74% | 1.57M | $151.4M | +0.74%(+11.53K) | $69.23(+45.95%) | 2026-06-30 | |
| IWF | iShares Russell 1000 Growth ET | 7.05% | 731.9K | $90.9M | -0.18%(-1.35K) | $45.91(+172.89%) | 2026-06-30 | |
| IJR | iShares Core S&P Small-Cap ETF | 5.77% | 502.0K | $74.5M | +0.21%(+1.06K) | $83.17(+78.85%) | 2026-06-30 | |
| IWD | iShares Russell 1000 Value ETF | 5% | 265.8K | $64.4M | -0.14%(-371) | $89.59(+188.49%) | 2026-06-30 | |
| DGRO | iShares Core Dividend Growth | 4.93% | 839.1K | $63.6M | +0.47%(+3.91K) | $51.79(+54.20%) | 2026-06-30 | |
| IJH | iShares Core S&P Mid-Cap ETF | 4.26% | 711.7K | $54.9M | +0.59%(+4.16K) | $40.05(+94.52%) | 2026-06-30 | |
| AGG | iShares Core US Aggregate Bond | 2.98% | 388.6K | $38.5M | +3.44%(+12.94K) | $107.33(-9.24%) | 2026-06-30 | |
| SPY | State Street SPDR S&P 500 ETF | 2.53% | 43.7K | $32.6M | -0.16%(-70) | $271.41(+185.01%) | 2026-06-30 | |
| FBIZ | First Business Financial Servi | 1.67% | 340.2K | $21.5M | -5.85%(-21.12K) | $20.87(+238.67%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +17.29% | +61.33% | +8.68% | +51.59% |
| Top 20 Holdings Unweighted | +27.43% | +106.94% | +14.79% | +99.28% |
First Business Financial Services INC reports $1.29B in US-listed equity holdings across 201 positions in its most recent 13F filing. Its largest disclosed positions are VTI (22.8%), IEFA (11.7%) and IWF (7.0%). The top 20 holdings account for 80.42% of reported assets. Its disclosed equity book has returned +61.33% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from First Business Financial Services INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1521951). View First Business Financial Services INC’s 13F filings on SEC