First Business Financial Services, Inc. holds a focused book of 201 reported positions worth $1.3B as of Q2 2026 (disclosed Jul 28, 2026, a ~28-day 13F lag). This quarter they opened Howmet Aerospace Inc and trimmed Vanguard Total Stock MKT ETF. Their largest long position is Vanguard Total Stock MKT ETF at 23% of the reported non-option book.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
26% mapped to company sectors
+5 sectors below the cut, 3% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as First Business Financial Services, Inc.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Donor Advised Charitable Giving, Inc. | 9 / 80 | $4.4B |
| Hoffman, Alan N Investment Management | 8 / 80 | $160.9M |
| Swiss Re Ltd | 44 / 80 | $1.0B |
| Mirae Asset Global Investments Co., Ltd. | 70 / 80 | $279.9B |
| Greenbrier Partners Capital Management, LLC | 8 / 80 | $1.2B |
| New World Advisors LLC | 35 / 80 | $535.5M |
| United American Securities Inc. (d/b/a UAS Asset Management) | 10 / 80 | $394.0M |
| Draper Asset Management, LLC | 9 / 80 | $164.5M |
Ranked by the share of each fund's own book sitting in the names it shares with First Business Financial Services, Inc.: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Vanguard Total Stock Market ET Com | $294.1M | 794.9K | 22.8% | ▼−0.3% Reduced · −2K sh | |
| 2 | iShares Core Msci Eafe ETF Com | $151.4M | 1.57M | 11.7% | ▲+0.7% Added · +12K sh | |
| 3 | iShares Russell 1000 Growth ET Com | $90.9M | 731.9K | 7.0% | ▲+299% Added · +549K sh | |
| 4 | iShares Core S&P Small-Cap ETF Com | $74.5M | 502.0K | 5.8% | ▲+0.2% Added · +1K sh | |
| 5 | iShares Russell 1000 Value ETF Com | $64.4M | 265.8K | 5.0% | ▼−0.1% Reduced · −371 sh | |
| 6 | iShares Core Dividend Growth Com | $63.6M | 839.1K | 4.9% | ▲+0.5% Added · +4K sh | |
| 7 | iShares Core S&P Mid-Cap ETF Com | $54.9M | 711.7K | 4.3% | ▲+0.6% Added · +4K sh | |
| 8 | iShares Core US Aggregate Bond Com | $38.5M | 388.6K | 3.0% | ▲+3.4% Added · +13K sh | |
| 9 | State Street SPDR S&P 500 ETF Com | $32.6M | 43.7K | 2.5% | ▼−0.1% Reduced · −70 sh | |
| 10 | First Business Financial Servi Com | $21.5M | 340.2K | 1.7% | ▼−5.8% Reduced · −21K sh | |
| 11 | Nvidia Corp Com | $20.5M | 102.5K | 1.6% | ▲+2.6% Added · +3K sh | |
| 12 | JPMorgan Ultra-Short Income ET Com | $18.4M | 363.8K | 1.4% | ▲+4.0% Added · +14K sh | |
| 13 | Apple Inc Com | $17.3M | 60.0K | 1.3% | ▲+0.8% Added · +485 sh | |
| 14 | Broadcom Inc Com | $15.6M | 41.2K | 1.2% | ▼−0.9% Reduced · −399 sh | |
| 15 | Alphabet Inc Cap Stk Cl A Com | $15.6M | 43.6K | 1.2% | ▲+3.4% Added · +1K sh | |
| 16 | Ciena Corp Com | $14.1M | 28.8K | 1.1% | ▼−4.1% Reduced · −1K sh | |
| 17 | Lam Research Corporation Com | $14.1M | 32.5K | 1.1% | ▲+5.4% Added · +2K sh | |
| 18 | JPMorgan Chase & Co Com | $11.8M | 36.1K | 0.9% | ▲+2.2% Added · +781 sh | |
| 19 | Arista Networks Inc Com | $11.7M | 68.8K | 0.9% | ▲+3.9% Added · +3K sh | |
| 20 | Quanta Services Inc Com | $11.2M | 15.6K | 0.9% | ▲+0.4% Added · +67 sh | |
| 21 | Lilly Eli Co Com | $8.0M | 6.6K | 0.6% | ▲+3.5% Added · +226 sh | |
| 22 | Vanguard Short-Term Inflation Com | $7.5M | 150.2K | 0.6% | ▲+13% Added · +17K sh | |
| 23 | iShares Edge MSCI USA Momentum Com | $7.0M | 20.3K | 0.5% | —Held | |
| 24 | Microsoft Corp Com | $7.0M | 18.6K | 0.5% | ▲+3.3% Added · +597 sh | |
| 25 | State Street Technology Select Com | $7.0M | 36.5K | 0.5% | —Held | |
| 26 | iShares S&P 500 Core Com | $6.5M | 8.6K | 0.5% | ▲+33% Added · +2K sh | |
| 27 | iShares National Muni Bond ETF Com | $5.9M | 54.7K | 0.5% | ▲+3.3% Added · +2K sh | |
| 28 | Citigroup Inc Com | $5.8M | 41.5K | 0.4% | ▲+3.5% Added · +1K sh | |
| 29 | Analog Devices Inc Com | $5.5M | 13.9K | 0.4% | ▲+3.7% Added · +500 sh | |
| 30 | Bank of America Corp Com | $4.6M | 80.0K | 0.4% | ▲+3.1% Added · +2K sh | |
| 31 | Nucor Corp Com | $4.6M | 20.5K | 0.4% | ▲+4.1% Added · +812 sh | |
| 32 | Cencora Inc Com | $4.5M | 16.0K | 0.4% | ▲+4.4% Added · +681 sh | |
| 33 | Berkshire Hathaway Inc Class A Com | $4.5M | 6 | 0.3% | —Held | |
| 34 | Costco Wholesale Corp Com | $4.4M | 4.7K | 0.3% | ▲+1.6% Added · +74 sh | |
| 35 | Exxon Mobil Corp Com | $4.2M | 30.8K | 0.3% | ▲+5.3% Added · +2K sh | |
| 36 | Texas Instruments Inc Com | $4.2M | 14.0K | 0.3% | ▲+2.7% Added · +373 sh | |
| 37 | General Dynamics Corp Com | $3.6M | 10.3K | 0.3% | ▲+4.5% Added · +439 sh | |
| 38 | Cisco Systems Inc Com | $3.6M | 31.0K | 0.3% | ▼~0% Reduced · −12 sh | |
| 39 | Return Stacked Global Stocks & Com | $3.6M | 118.1K | 0.3% | ▲+51% Added · +40K sh | |
| 40 | Equinix Inc Com | $3.6M | 3.4K | 0.3% | ▲+3.7% Added · +121 sh | |
| 41 | Expedia Group Inc New Com | $3.2M | 12.7K | 0.3% | ▲+3.8% Added · +468 sh | |
| 42 | Coca-Cola Co Com | $3.2M | 39.8K | 0.3% | ▲+2.6% Added · +1K sh | |
| 43 | Stryker Corp Com | $3.2M | 10.0K | 0.2% | ▲+3.7% Added · +360 sh | |
| 44 | Republic Services Inc Com | $3.1M | 14.5K | 0.2% | ▲+1.6% Added · +231 sh | |
| 45 | Prudential Financial Inc Com | $3.1M | 28.5K | 0.2% | ▲+1.8% Added · +494 sh | |
| 46 | Amazon.com Inc Com | $3.1M | 12.9K | 0.2% | ▲+4.2% Added · +521 sh | |
| 47 | TJX Companies Inc Com | $3.1M | 20.2K | 0.2% | ▲+3.5% Added · +688 sh | |
| 48 | Nextera Energy Inc Com | $3.0M | 34.7K | 0.2% | ▲+4.0% Added · +1K sh | |
| 49 | Toll Brothers Inc Com | $3.0M | 18.1K | 0.2% | ▲+6.5% Added · +1K sh | |
| 50 | T Mobile US Inc Com | $2.9M | 17.5K | 0.2% | ▲+3.4% Added · +569 sh |
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1521951/holdings"
Use Arkolith to show FIRST BUSINESS FINANCIAL SERVICES, INC.'s latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 28, 2026 | 28d | 201 | $1.3B | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 1, 2026 | 31d | 192 | $1.1B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 6, 2026 | 37d | 168 | $1.1B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 30, 2025 | 30d | 185 | $1.1B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 31, 2025 | 31d | 185 | $1.1B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 2, 2025 | 32d | 170 | $1.0B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 6, 2025 | 37d | 162 | $1.0B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 6, 2024 | 37d | 159 | $999.2M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.