BullishAgent BullishAgent Market EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
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 8 of 10  ·  192 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 UNP Union Pacific Corp Industrials 1,422.0 $345K 0.03% $242.62 +15.2%
142 MS Morgan Stanley Financial Services 2,076.0 $342K 0.03% $164.57 +23.8%
143 GE GE Aerospace Industrials 1,189.0 $337K 0.03% $283.77 +13.1%
144 BX Blackstone Inc Financial Services 2,917.0 $335K 0.03% NEW $114.99 +1.0%
145 XEL Xcel Energy Inc. Utilities 4,184.0 $332K 0.03% $79.44 +2.0%
146 USCI United States Commodity Index Financial Services 3,477.0 $331K 0.03% NEW $95.32 +3.5%
147 OKLO Oklo Inc. Utilities 6,650.0 $330K 0.03% $49.59 +37.3%
148 IXN Ishares Tr Global Tech ETF 3,143.0 $314K 0.03% $99.97 +41.4%
149 GS Goldman Sachs Group Inc Financial Services 371.0 $314K 0.03% $845.99 +19.2%
150 MRVL Marvell Technology Group LTD Technology 3,113.0 $308K 0.03% $99.05 +106.8%
151 PHM Pulte Group Inc Com Consumer Cyclical 2,605.0 $306K 0.03% NEW $117.61 +0.3%
152 SPDW State St SPDR Port Developed W 6,444.0 $294K 0.03% NEW $45.65 +11.8%
153 DOX Amdocs Ltd ADR Technology 4,450.0 $290K 0.03% $65.26 -5.5%
154 COF Capital One Finl Corp Com Financial Services 1,556.0 $284K 0.03% $182.43 +2.5%
155 PNC PNC Financial Services Group I Financial Services 1,360.0 $283K 0.03% +12.0 +0.9% $208.09 +5.6%
156 STRT STRATTEC Security Corporation Consumer Cyclical 3,598.0 $282K 0.03% $78.34 +1.1%
157 EOG EOG Res Inc Energy 1,929.0 $279K 0.03% NEW $144.57 -6.9%
158 PAVE Global X US Infr Dev ETF 5,401.0 $274K 0.02% $50.81 +11.1%
159 SGOL Abrdn Physical Gold Shares ETF Financial Services 6,096.0 $272K 0.02% NEW $44.62 -4.0%
160 SCHW The Charles Schwab Corp Financial Services 2,881.0 $271K 0.02% $93.98 -9.2%
Page 8 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%