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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81369Y407

Shares:5.7K

Value:$1.1M

% of Portfolio:0.1% ($1.1M/$1.0B)

ALLIANT ENERGY CORP

LNT|018802108

Shares:15.6K

Value:$1.0M

% of Portfolio:0.1% ($1.0M/$1.0B)

CHEVRON CORP

CVX|166764100

Shares:5.8K

Value:$974.0K

% of Portfolio:0.1% ($974.0K/$1.0B)

92204A884

Shares:6.2K

Value:$920.0K

% of Portfolio:0.1% ($920.0K/$1.0B)

TransDigm Group INC

TDG|893641100

Shares:652

Value:$901.9K

% of Portfolio:0.1% ($901.9K/$1.0B)

JOHNSON & JOHNSON

JNJ|478160104

Shares:5.4K

Value:$889.6K

% of Portfolio:0.1% ($889.6K/$1.0B)

Mondelez International, Inc.

MDLZ|609207105

Shares:13.0K

Value:$880.7K

% of Portfolio:0.1% ($880.7K/$1.0B)

67092P300

Shares:20.9K

Value:$848.2K

% of Portfolio:0.1% ($848.2K/$1.0B)

Merck & Co., Inc.

MRK|58933Y105

Shares:9.3K

Value:$836.6K

% of Portfolio:0.1% ($836.6K/$1.0B)

46429B697

USMV|46429B697

Shares:8.7K

Value:$814.3K

% of Portfolio:0.1% ($814.3K/$1.0B)

464287648

IWO|464287648

Shares:3.1K

Value:$800.3K

% of Portfolio:0.1% ($800.3K/$1.0B)

ILLINOIS TOOL WORKS INC

ITW|452308109

Shares:3.2K

Value:$795.1K

% of Portfolio:0.1% ($795.1K/$1.0B)

PEPSICO INC

PEP|713448108

Shares:5.3K

Value:$793.6K

% of Portfolio:0.1% ($793.6K/$1.0B)

BlackRock, Inc.

BLK|09290D101

Shares:831

Value:$786.5K

% of Portfolio:0.1% ($786.5K/$1.0B)

Palantir Technologies Inc.

PLTR|69608A108

Shares:9.2K

Value:$776.3K

% of Portfolio:0.1% ($776.3K/$1.0B)

922908629

VO|922908629

Shares:3.0K

Value:$767.8K

% of Portfolio:0.1% ($767.8K/$1.0B)

Walmart Inc.

WMT|931142103

Shares:8.6K

Value:$755.9K

% of Portfolio:0.1% ($755.9K/$1.0B)

ABBOTT LABORATORIES

ABT|002824100

Shares:5.4K

Value:$722.0K

% of Portfolio:0.1% ($722.0K/$1.0B)

MCDONALDS CORP

MCD|580135101

Shares:2.2K

Value:$696.3K

% of Portfolio:0.1% ($696.3K/$1.0B)

464287630

IWN|464287630

Shares:4.6K

Value:$695.1K

% of Portfolio:0.1% ($695.1K/$1.0B)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip81369Y407)✕	5.7K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$1.1M	0.1% ($1.1M/$1.0B)	QoQ -11.98% (-$152.0K) YoY +7.37% (+$76.7K)
ALLIANT ENERGY CORP(LNTcusip018802108)	15.6K	QoQ 0.00% (+0) YoY +253.73% (+11.2K)	All Managers (Combined)	$1.0M	0.1% ($1.0M/$1.0B)	QoQ +8.80% (+$81.3K) YoY +351.64% (+$782.3K)
CHEVRON CORP(CVXcusip166764100)	5.8K	QoQ +3.42% (+193) YoY +4.54% (+253)	All Managers (Combined)	$974.0K	0.1% ($974.0K/$1.0B)	QoQ +19.45% (+$158.7K) YoY +10.87% (+$95.5K)
(cusip92204A884)✕	6.2K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$920.0K	0.1% ($920.0K/$1.0B)	QoQ -4.23% (-$40.7K) YoY +13.08% (+$106.5K)
TransDigm Group INC(TDGcusip893641100)	652	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$901.9K	0.1% ($901.9K/$1.0B)	QoQ +9.15% (+$75.6K) YoY +12.31% (+$98.9K)
JOHNSON & JOHNSON(JNJcusip478160104)	5.4K	QoQ +0.75% (+40) YoY +0.75% (+40)	All Managers (Combined)	$889.6K	0.1% ($889.6K/$1.0B)	QoQ +15.53% (+$119.6K) YoY +5.62% (+$47.4K)
Mondelez International, Inc.(MDLZcusip609207105)	13.0K	QoQ -0.61% (-80) YoY -9.77% (-1.4K)	All Managers (Combined)	$880.7K	0.1% ($880.7K/$1.0B)	QoQ +12.89% (-$100.6K) YoY -12.55% (-$126.4K)
(cusip67092P300)✕	20.9K	QoQ -3.25% (-704) YoY +76.84% (+9.1K)	All Managers (Combined)	$848.2K	0.1% ($848.2K/$1.0B)	QoQ -0.49% (-$4.3K) YoY +84.26% (+$387.9K)
Merck & Co., Inc.(MRKcusip58933Y105)	9.3K	QoQ -1.57% (-149) YoY -5.71% (-565)	All Managers (Combined)	$836.6K	0.1% ($836.6K/$1.0B)	QoQ -11.19% (-$105.4K) YoY -35.86% (-$467.8K)
(USMVcusip46429B697)	8.7K	QoQ 0.00% (+0) YoY -44.95% (-7.1K)	All Managers (Combined)	$814.3K	0.1% ($814.3K/$1.0B)	QoQ +5.48% (+$42.3K) YoY -38.31% (-$505.7K)
(IWOcusip464287648)	3.1K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$800.3K	0.1% ($800.3K/$1.0B)	QoQ -11.21% (-$101.1K) YoY -5.63% (-$47.8K)
ILLINOIS TOOL WORKS INC(ITWcusip452308109)	3.2K	QoQ -3.75% (-125) YoY -3.75% (-125)	All Managers (Combined)	$795.1K	0.1% ($795.1K/$1.0B)	QoQ -5.85% (-$49.5K) YoY -11.04% (-$98.7K)
PEPSICO INC(PEPcusip713448108)	5.3K	QoQ -2.12% (-115) YoY -57.95% (-7.3K)	All Managers (Combined)	$793.6K	0.1% ($793.6K/$1.0B)	QoQ -3.49% (-$28.7K) YoY -63.97% (-$1.4M)
BlackRock, Inc.(BLKcusip09290D101)	831	QoQ +0.12% (-1) YoY NEW(+831)	All Managers (Combined)	$786.5K	0.1% ($786.5K/$1.0B)	QoQ -7.55% (-$64.3K) YoY NEW(+$786.5K)
Palantir Technologies Inc.(PLTRcusip69608A108)	9.2K	QoQ -7.93% (-793) YoY -14.91% (-1.6K)	All Managers (Combined)	$776.3K	0.1% ($776.3K/$1.0B)	QoQ +2.73% (-$20.7K) YoY +212.07% (-$527.5K)
(VOcusip922908629)	3.0K	QoQ +4.83% (+137) YoY +4.83% (+137)	All Managers (Combined)	$767.8K	0.1% ($767.8K/$1.0B)	QoQ +2.65% (+$19.8K) YoY +8.51% (+$60.2K)
Walmart Inc.(WMTcusip931142103)	8.6K	QoQ +6.87% (+554) YoY +9.29% (+732)	All Managers (Combined)	$755.9K	0.1% ($755.9K/$1.0B)	QoQ +3.84% (+$28.0K) YoY +59.46% (+$281.9K)
ABBOTT LABORATORIES(ABTcusip002824100)	5.4K	QoQ 0.00% (+0) YoY -10.22% (-620)	All Managers (Combined)	$722.0K	0.1% ($722.0K/$1.0B)	QoQ +17.27% (+$106.4K) YoY +4.77% (-$32.9K)
MCDONALDS CORP(MCDcusip580135101)	2.2K	QoQ -2.62% (-60) YoY -10.12% (-251)	All Managers (Combined)	$696.3K	0.1% ($696.3K/$1.0B)	QoQ +4.93% (-$32.7K) YoY -0.42% (-$3.0K)
(IWNcusip464287630)	4.6K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$695.1K	0.1% ($695.1K/$1.0B)	QoQ -8.03% (-$60.7K) YoY -4.93% (-$36.0K)