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Portfolio (Quarterly) Guide ↗

First Business Financial Services, Inc.

· CIK 0001521951
13F Portfolio $1.1B AUM 192 positions Filed May 1, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 27 New 84 Added 11 Reduced 3 Exited
Page 10 of 10  ·  192 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 MPC Marathon Petroleum Corp Energy 857.0 $209K 0.02% NEW $244.18 +2.9%
182 RDVI FT Vest Rising Dividend Target 8,052.0 $206K 0.02% NEW $25.55 +7.4%
183 MGV Vanguard World Mega Cap Val ET 1,411.0 $205K 0.02% NEW $144.95 +8.7%
184 GPIX Goldman Sachs S&P 500 Premium 4,076.0 $204K 0.02% NEW $50.04 +11.9%
185 UNH UnitedHealth Group Inc Healthcare 750.0 $203K 0.02% -129.0 -14.7% $270.59 +41.3%
186 MCHP Microchip Technology Inc Technology 3,136.0 $203K 0.02% NEW $64.61 +48.6%
187 GPIQ Goldman Sachs Nasdaq-100 Premi 4,071.0 $201K 0.02% NEW $49.49 +19.8%
188 TFC Truist Financial Corporation Financial Services 4,377.0 $201K 0.02% +85.0 +2.0% $45.97 +3.9%
189 IWS iShares Russell Mid-Cap Value 1,377.0 $201K 0.02% NEW $145.74 +10.0%
190 CB Chubb Limited Com Financial Services 614.0 $200K 0.02% NEW $325.93 -3.0%
191 UA Under Armour Inc Consumer Cyclical 20,000.0 $116K 0.01% +10K +100.0% $5.79 +0.7%
192 DNN Denison Mines Corp. Energy 10,000.0 $35K 0.00% NEW $3.53 -3.1%
Page 10 of 10  ·  192 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 32.2%
Financial Services 27.5%
Communication Services 8.4%
Industrials 8.1%
Consumer Cyclical 5.8%
Consumer Defensive 5.3%
Healthcare 5.1%
Energy 2.8%
Utilities 2.7%
Real Estate 1.1%