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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THOMSON REUTERS CORP /CAN/

TRI.TO|884903808

Shares:3.9K

Value:$681.1K

% of Portfolio:0.1% ($681.1K/$1.0B)

81369Y852

Shares:7.1K

Value:$680.6K

% of Portfolio:0.1% ($680.6K/$1.0B)

HOME DEPOT, INC.

HD|437076102

Shares:1.8K

Value:$657.9K

% of Portfolio:0.1% ($657.9K/$1.0B)

SOUTHERN CO

SO|842587107

Shares:7.0K

Value:$648.2K

% of Portfolio:0.1% ($648.2K/$1.0B)

922907746

VTEB|922907746

Shares:12.7K

Value:$629.1K

% of Portfolio:0.1% ($629.1K/$1.0B)

INTUITIVE SURGICAL INC

ISRG|46120E602

Shares:1.3K

Value:$619.6K

% of Portfolio:0.1% ($619.6K/$1.0B)

ATI INC

ATI|01741R102

Shares:11.7K

Value:$610.8K

% of Portfolio:0.1% ($610.8K/$1.0B)

PNC FINANCIAL SERVICES GROUP, INC.

PNC|693475105

Shares:3.3K

Value:$587.2K

% of Portfolio:0.1% ($587.2K/$1.0B)

Eaton Corp plc

ETN|G29183103

Shares:2.1K

Value:$560.5K

% of Portfolio:0.1% ($560.5K/$1.0B)

922908736

VUG|922908736

Shares:1.5K

Value:$557.0K

% of Portfolio:0.1% ($557.0K/$1.0B)

Aon plc

AON|G0403H108

Shares:1.4K

Value:$552.3K

% of Portfolio:0.1% ($552.3K/$1.0B)

Meta Platforms, Inc.

META|30303M102

Shares:938

Value:$540.6K

% of Portfolio:0.1% ($540.6K/$1.0B)

US BANCORP \DE\

USB|902973304

Shares:12.6K

Value:$530.7K

% of Portfolio:0.1% ($530.7K/$1.0B)

AMERIPRISE FINANCIAL INC

AMP|03076C106

Shares:1.1K

Value:$529.1K

% of Portfolio:0.1% ($529.1K/$1.0B)

TETRA TECH INC

TTEK|88162G103

Shares:17.6K

Value:$513.5K

% of Portfolio:0.1% ($513.5K/$1.0B)

ASML HOLDING NV

ASML|N07059210

Shares:737

Value:$488.4K

% of Portfolio:0.0% ($488.4K/$1.0B)

SPDR S&P MIDCAP 400 ETF TRUST

MDY|78467Y107

Shares:915

Value:$488.1K

% of Portfolio:0.0% ($488.1K/$1.0B)

Mastercard Inc

MA|57636Q104

Shares:885

Value:$485.1K

% of Portfolio:0.0% ($485.1K/$1.0B)

VISA INC.

V|92826C839

Shares:1.4K

Value:$473.8K

% of Portfolio:0.0% ($473.8K/$1.0B)

DOUGLAS DYNAMICS, INC

PLOW|25960R105

Shares:20.0K

Value:$464.6K

% of Portfolio:0.0% ($464.6K/$1.0B)

Instrument	Shares		Other Manager	Value	% of Portfolio
THOMSON REUTERS CORP /CAN/(TRI.TOcusip884903808)	3.9K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$681.1K	0.1% ($681.1K/$1.0B)	QoQ +7.73% (+$48.9K) YoY +10.87% (+$66.8K)
(cusip81369Y852)✕	7.1K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$680.6K	0.1% ($680.6K/$1.0B)	QoQ -0.37% (-$2.5K) YoY +18.11% (+$104.4K)
HOME DEPOT, INC.(HDcusip437076102)	1.8K	QoQ +4.60% (-79) YoY -7.28% (-141)	All Managers (Combined)	$657.9K	0.1% ($657.9K/$1.0B)	QoQ -1.44% (-$9.7K) YoY -11.41% (-$84.8K)
SOUTHERN CO(SOcusip842587107)	7.0K	QoQ -5.87% (-440) YoY NEW(+7.0K)	All Managers (Combined)	$648.2K	0.1% ($648.2K/$1.0B)	QoQ +5.13% (-$31.7K) YoY NEW(+$648.2K)
(VTEBcusip922907746)	12.7K	QoQ NEW(+12.7K) YoY NEW(+12.7K)	All Managers (Combined)	$629.1K	0.1% ($629.1K/$1.0B)	QoQ NEW(+$629.1K) YoY NEW(+$629.1K)
INTUITIVE SURGICAL INC(ISRGcusip46120E602)	1.3K	QoQ 0.00% (-0) YoY +0.88% (+11)	All Managers (Combined)	$619.6K	0.1% ($619.6K/$1.0B)	QoQ -5.11% (-$33.4K) YoY +25.20% (+$124.7K)
ATI INC(ATIcusip01741R102)	11.7K	QoQ -12.75% (-1.7K) YoY -12.75% (-1.7K)	All Managers (Combined)	$610.8K	0.1% ($610.8K/$1.0B)	QoQ -17.52% (-$129.8K) YoY -11.28% (-$77.7K)
PNC FINANCIAL SERVICES GROUP, INC.(PNCcusip693475105)	3.3K	QoQ 0.00% (-0) YoY -10.01% (-372)	All Managers (Combined)	$587.2K	0.1% ($587.2K/$1.0B)	QoQ -8.85% (-$57.1K) YoY -2.12% (-$12.8K)
Eaton Corp plc(ETNcusipG29183103)	2.1K	QoQ 0.00% (-0) YoY +0.97% (-20)	All Managers (Combined)	$560.5K	0.1% ($560.5K/$1.0B)	QoQ -18.09% (-$123.8K) YoY -12.21% (-$78.0K)
(VUGcusip922908736)	1.5K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$557.0K	0.1% ($557.0K/$1.0B)	QoQ -9.65% (-$59.5K) YoY +7.73% (+$40.0K)
Aon plc(AONcusipG0403H108)	1.4K	QoQ -15.19% (-248) YoY -15.19% (-248)	All Managers (Combined)	$552.3K	0.1% ($552.3K/$1.0B)	QoQ -5.76% (-$33.8K) YoY +1.41% (-$7.7K)
Meta Platforms, Inc.(METAcusip30303M102)	938	QoQ 0.00% (-0) YoY -6.01% (-60)	All Managers (Combined)	$540.6K	0.1% ($540.6K/$1.0B)	QoQ -1.56% (-$8.6K) YoY +11.55% (-$56.0K)
US BANCORP \DE\(USBcusip902973304)	12.6K	QoQ 0.00% (-0) YoY +34.56% (+3.2K)	All Managers (Combined)	$530.7K	0.1% ($530.7K/$1.0B)	QoQ -11.72% (-$70.5K) YoY +27.09% (+$113.2K)
AMERIPRISE FINANCIAL INC(AMPcusip03076C106)	1.1K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$529.1K	0.1% ($529.1K/$1.0B)	QoQ -9.07% (-$52.8K) YoY +10.41% (+$49.9K)
TETRA TECH INC(TTEKcusip88162G103)	17.6K	QoQ 0.00% (-0) YoY +400.00% (-14.0K)	All Managers (Combined)	$513.5K	0.1% ($513.5K/$1.0B)	QoQ -26.58% (-$185.9K) YoY -20.82% (-$135.0K)
ASML HOLDING NV(ASMLcusipN07059210)	737	QoQ NEW(+737) YoY NEW(+737)	All Managers (Combined)	$488.4K	0.0% ($488.4K/$1.0B)	QoQ NEW(+$488.4K) YoY NEW(+$488.4K)
SPDR S&P MIDCAP 400 ETF TRUST(MDYcusip78467Y107)	915	QoQ -0.21% (-2) YoY -0.21% (-2)	All Managers (Combined)	$488.1K	0.0% ($488.1K/$1.0B)	QoQ -6.54% (-$34.2K) YoY -4.32% (-$22.1K)
Mastercard Inc(MAcusip57636Q104)	885	QoQ 0.00% (+0) YoY +1.14% (+10)	All Managers (Combined)	$485.1K	0.0% ($485.1K/$1.0B)	QoQ +4.09% (+$19.1K) YoY +15.12% (+$63.7K)
VISA INC.(Vcusip92826C839)	1.4K	QoQ +12.66% (+152) YoY -2.45% (-34)	All Managers (Combined)	$473.8K	0.0% ($473.8K/$1.0B)	QoQ +24.93% (+$94.6K) YoY +22.49% (-$87.0K)
DOUGLAS DYNAMICS, INC(PLOWcusip25960R105)	20.0K	QoQ 0.00% (-0) YoY NEW(+20.0K)	All Managers (Combined)	$464.6K	0.0% ($464.6K/$1.0B)	QoQ -1.69% (-$8.0K) YoY NEW(+$464.6K)