First-Business-Financial-Services

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  "MGEE",
  "ACN",
  "ABT",
  null,
  "ABBV",
  "ADBE",
  "ATI",
  "GOOGL",
  "AXP",
  "ASML",
  "T",
  "BLK",
  "CAT",
  "AVGO",
  "LOW",
  "CMI",
  "DUK",
  "NICE",
  "EOG",
  "EXPE",
  "GD",
  "HLT",
  "HD",
  "MCD",
  "UNP",
  "QCOM",
  "ISRG",
  "HWM",
  "ITW",
  "ICE",
  "MUB",
  "META",
  "IJH",
  "IQV",
  null,
  "LRCX",
  "PWR",
  "MA",
  "MSFT",
  "MDLZ",
  "MS",
  "TMUS",
  "EQIX",
  "FIS",
  "GE",
  "AMP",
  "IJR",
  "ANET",
  "IWD",
  "KR",
  "ORCL",
  null,
  "IWF",
  null,
  "PYPL",
  "PEP",
  "PNC",
  "IVV",
  "UNH",
  "AAPL",
  "SPY",
  "NVDA",
  "GS",
  "INTC",
  "PLTR",
  "PRU",
  "PG",
  "MRK",
  "AMGN",
  "ROK",
  "IEFA",
  null,
  "NOW",
  "SLB",
  "GLD",
  null,
  null,
  "RSG",
  "IBM",
  "SYK",
  "SBUX",
  "TEL",
  "TXN",
  "TMO",
  "TJX",
  "TDG",
  "VO",
  "WEYS",
  "SCHW",
  null,
  "PLOW",
  "IWO",
  "IWN",
  null,
  null,
  null,
  null,
  "EA",
  "AON",
  "AEE",
  "AMD",
  "FI",
  "DRI",
  "F",
  "AJG",
  "WM",
  "TTC",
  "FBIZ",
  null,
  "NVO",
  "AMZN",
  "HCA",
  "DOX",
  "VGT",
  null,
  "USB",
  "VUG",
  "VEA",
  "VTEB",
  "VB",
  "VTV",
  "V",
  "WMT",
  null,
  "XEL",
  null,
  "LNT",
  "SO",
  "MTUM",
  "TRI.TO",
  "DGRO",
  "MCK",
  "LULU",
  "BAC",
  "BMO",
  "BRK-A",
  "BRK-B",
  "CVX",
  "CIEN",
  "CTAS",
  "CSCO",
  "C",
  "KO",
  "COST",
  "GLW",
  "CTVA",
  "CSX",
  "DE",
  "EFA",
  "ADI",
  "TTEK",
  "USMV",
  "IWB",
  "NEE",
  "NKE",
  "IWM",
  "MDY",
  "DIS",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "PM",
  "PH",
  "MO",
  "XLK",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-02
Total Holdings: 170
Total Value: 1016958419
Accession Number: 0001140361-25-017037
Form Type: 13F-HR
CIK: first-business-financial-services
Manager Name: First-Business-Financial-Services

Data Enrichment

90% identified

153 identified17 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

170 positions • $1.0B total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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BERKSHIRE HATHAWAY INC

BRK-A|084670108

Shares:6

Value:$4.8M

% of Portfolio:0.5% ($4.8M/$1.0B)

DEERE & CO

DE|244199105

Shares:10.0K

Value:$4.7M

% of Portfolio:0.5% ($4.7M/$1.0B)

464288414

MUB|464288414

Shares:43.5K

Value:$4.6M

% of Portfolio:0.5% ($4.6M/$1.0B)

MGE ENERGY INC

MGEE|55277P104

Shares:46.3K

Value:$4.3M

% of Portfolio:0.4% ($4.3M/$1.0B)

T-Mobile US, Inc.

TMUS|872590104

Shares:16.1K

Value:$4.3M

% of Portfolio:0.4% ($4.3M/$1.0B)

COSTCO WHOLESALE CORP /NEW

COST|22160K105

Shares:4.5K

Value:$4.3M

% of Portfolio:0.4% ($4.3M/$1.0B)

46432F396

MTUM|46432F396

Shares:20.3K

Value:$4.1M

% of Portfolio:0.4% ($4.1M/$1.0B)

03073E105

Shares:14.6K

Value:$4.0M

% of Portfolio:0.4% ($4.0M/$1.0B)

STRYKER CORP

SYK|863667101

Shares:9.6K

Value:$3.6M

% of Portfolio:0.3% ($3.6M/$1.0B)

EXXON MOBIL CORP

XOM|30231G102

Shares:29.0K

Value:$3.5M

% of Portfolio:0.3% ($3.5M/$1.0B)

QUANTA SERVICES, INC.

PWR|74762E102

Shares:13.4K

Value:$3.4M

% of Portfolio:0.3% ($3.4M/$1.0B)

CISCO SYSTEMS, INC.

CSCO|17275R102

Shares:54.4K

Value:$3.4M

% of Portfolio:0.3% ($3.4M/$1.0B)

464287200

IVV|464287200

Shares:5.9K

Value:$3.3M

% of Portfolio:0.3% ($3.3M/$1.0B)

REPUBLIC SERVICES, INC.

RSG|760759100

Shares:13.6K

Value:$3.3M

% of Portfolio:0.3% ($3.3M/$1.0B)

CITIGROUP INC

C|172967424

Shares:45.3K

Value:$3.2M

% of Portfolio:0.3% ($3.2M/$1.0B)

Intercontinental Exchange, Inc.

ICE|45866F104

Shares:16.6K

Value:$2.9M

% of Portfolio:0.3% ($2.9M/$1.0B)

Corteva, Inc.

CTVA|22052L104

Shares:45.4K

Value:$2.9M

% of Portfolio:0.3% ($2.9M/$1.0B)

ANALOG DEVICES INC

ADI|032654105

Shares:14.1K

Value:$2.9M

% of Portfolio:0.3% ($2.9M/$1.0B)

GENERAL DYNAMICS CORP

GD|369550108

Shares:10.3K

Value:$2.8M

% of Portfolio:0.3% ($2.8M/$1.0B)

BANK OF AMERICA CORP /DE/

BAC|060505104

Shares:66.0K

Value:$2.8M

% of Portfolio:0.3% ($2.8M/$1.0B)

Instrument	Shares		Other Manager	Value	% of Portfolio
BERKSHIRE HATHAWAY INC(BRK-Acusip084670108)	6	QoQ NEW(+6) YoY NEW(+6)	All Managers (Combined)	$4.8M	0.5% ($4.8M/$1.0B)	QoQ NEW(+$4.8M) YoY NEW(+$4.8M)
DEERE & CO(DEcusip244199105)	10.0K	QoQ 0.00% (+0) YoY NEW(+10.0K)	All Managers (Combined)	$4.7M	0.5% ($4.7M/$1.0B)	QoQ +10.77% (+$458.3K) YoY NEW(+$4.7M)
(MUBcusip464288414)	43.5K	QoQ +8.39% (+3.4K) YoY NEW(+43.5K)	All Managers (Combined)	$4.6M	0.5% ($4.6M/$1.0B)	QoQ +7.26% (+$310.8K) YoY NEW(+$4.6M)
MGE ENERGY INC(MGEEcusip55277P104)	46.3K	QoQ +1.51% (+692) YoY +530.63% (+38.9K)	All Managers (Combined)	$4.3M	0.4% ($4.3M/$1.0B)	QoQ +0.43% (+$18.7K) YoY +644.71% (+$3.7M)
T-Mobile US, Inc.(TMUScusip872590104)	16.1K	QoQ +8.52% (+1.3K) YoY +23.35% (+3.0K)	All Managers (Combined)	$4.3M	0.4% ($4.3M/$1.0B)	QoQ +31.12% (+$1.0M) YoY +101.56% (+$2.2M)
COSTCO WHOLESALE CORP /NEW(COSTcusip22160K105)	4.5K	QoQ +7.84% (+328) YoY +37.77% (+1.2K)	All Managers (Combined)	$4.3M	0.4% ($4.3M/$1.0B)	QoQ +11.32% (+$433.6K) YoY +77.85% (+$1.9M)
(MTUMcusip46432F396)	20.3K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$4.1M	0.4% ($4.1M/$1.0B)	QoQ -2.31% (-$97.4K) YoY +7.88% (+$300.6K)
(cusip03073E105)✕	14.6K	QoQ +7.16% (+974) YoY +19.57% (+2.4K)	All Managers (Combined)	$4.0M	0.4% ($4.0M/$1.0B)	QoQ +32.64% (+$996.4K) YoY +36.84% (+$1.1M)
STRYKER CORP(SYKcusip863667101)	9.6K	QoQ +7.24% (+645) YoY +43.28% (+2.9K)	All Managers (Combined)	$3.6M	0.3% ($3.6M/$1.0B)	QoQ +10.87% (+$348.7K) YoY +49.04% (+$1.2M)
EXXON MOBIL CORP(XOMcusip30231G102)	29.0K	QoQ +4.98% (+1.4K) YoY +25.24% (+5.9K)	All Managers (Combined)	$3.5M	0.3% ($3.5M/$1.0B)	QoQ +16.07% (+$477.9K) YoY +28.14% (+$758.2K)
QUANTA SERVICES, INC.(PWRcusip74762E102)	13.4K	QoQ +4.36% (-558) YoY +21.73% (+2.4K)	All Managers (Combined)	$3.4M	0.3% ($3.4M/$1.0B)	QoQ -16.06% (-$649.7K) YoY +19.10% (+$544.3K)
CISCO SYSTEMS, INC.(CSCOcusip17275R102)	54.4K	QoQ +4.46% (+2.3K) YoY +19.30% (+8.8K)	All Managers (Combined)	$3.4M	0.3% ($3.4M/$1.0B)	QoQ +8.89% (+$274.3K) YoY +47.50% (+$1.1M)
(IVVcusip464287200)	5.9K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$3.3M	0.3% ($3.3M/$1.0B)	QoQ -4.54% (-$157.3K) YoY +6.87% (+$212.4K)
REPUBLIC SERVICES, INC.(RSGcusip760759100)	13.6K	QoQ +6.68% (+849) YoY +20.87% (+2.3K)	All Managers (Combined)	$3.3M	0.3% ($3.3M/$1.0B)	QoQ +28.41% (+$726.4K) YoY +52.89% (+$1.1M)
CITIGROUP INC(Ccusip172967424)	45.3K	QoQ +7.86% (+3.3K) YoY +19.31% (+7.3K)	All Managers (Combined)	$3.2M	0.3% ($3.2M/$1.0B)	QoQ +8.78% (+$259.8K) YoY +33.93% (+$814.8K)
Intercontinental Exchange, Inc.(ICEcusip45866F104)	16.6K	QoQ +6.45% (+1.0K) YoY +20.76% (+2.9K)	All Managers (Combined)	$2.9M	0.3% ($2.9M/$1.0B)	QoQ +23.24% (+$541.0K) YoY +51.57% (+$976.1K)
Corteva, Inc.(CTVAcusip22052L104)	45.4K	QoQ +7.93% (+3.3K) YoY +40.55% (+13.1K)	All Managers (Combined)	$2.9M	0.3% ($2.9M/$1.0B)	QoQ +19.25% (+$461.2K) YoY +53.37% (+$994.3K)
ANALOG DEVICES INC(ADIcusip032654105)	14.1K	QoQ +6.98% (+924) YoY +7.69% (+1.0K)	All Managers (Combined)	$2.9M	0.3% ($2.9M/$1.0B)	QoQ +1.55% (+$43.7K) YoY +9.80% (+$254.9K)
GENERAL DYNAMICS CORP(GDcusip369550108)	10.3K	QoQ +7.86% (+753) YoY +86.34% (+4.8K)	All Managers (Combined)	$2.8M	0.3% ($2.8M/$1.0B)	QoQ +11.58% (+$292.3K) YoY +79.80% (+$1.2M)
BANK OF AMERICA CORP /DE/(BACcusip060505104)	66.0K	QoQ +8.23% (+5.0K) YoY +21.33% (+11.6K)	All Managers (Combined)	$2.8M	0.3% ($2.8M/$1.0B)	QoQ +2.76% (+$74.1K) YoY +33.52% (+$691.2K)