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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922908744

VTV|922908744

Shares:2.7K

Value:$464.5K

% of Portfolio:0.0% ($464.5K/$1.0B)

ALTRIA GROUP, INC.

MO|02209S103

Shares:7.1K

Value:$427.1K

% of Portfolio:0.0% ($427.1K/$1.0B)

CINTAS CORP

CTAS|172908105

Shares:2.1K

Value:$424.2K

% of Portfolio:0.0% ($424.2K/$1.0B)

464287465

EFA|464287465

Shares:5.1K

Value:$419.1K

% of Portfolio:0.0% ($419.1K/$1.0B)

WASTE MANAGEMENT INC

WM|94106L109

Shares:1.8K

Value:$407.2K

% of Portfolio:0.0% ($407.2K/$1.0B)

AMDOCS LTD

DOX|G02602103

Shares:4.5K

Value:$407.2K

% of Portfolio:0.0% ($407.2K/$1.0B)

Duke Energy CORP

DUK|26441C204

Shares:3.3K

Value:$404.5K

% of Portfolio:0.0% ($404.5K/$1.0B)

WEYCO GROUP INC

WEYS|962149100

Shares:13.1K

Value:$399.2K

% of Portfolio:0.0% ($399.2K/$1.0B)

TE Connectivity plc

TEL|G87052109

Shares:2.8K

Value:$395.7K

% of Portfolio:0.0% ($395.7K/$1.0B)

AMERICAN EXPRESS CO

AXP|025816109

Shares:1.5K

Value:$395.0K

% of Portfolio:0.0% ($395.0K/$1.0B)

CORNING INC /NY

GLW|219350105

Shares:8.4K

Value:$383.1K

% of Portfolio:0.0% ($383.1K/$1.0B)

UNION PACIFIC CORP

UNP|907818108

Shares:1.6K

Value:$382.5K

% of Portfolio:0.0% ($382.5K/$1.0B)

TORO CO

TTC|891092108

Shares:5.0K

Value:$363.8K

% of Portfolio:0.0% ($363.8K/$1.0B)

ADVANCED MICRO DEVICES INC

AMD|007903107

Shares:3.5K

Value:$363.3K

% of Portfolio:0.0% ($363.3K/$1.0B)

Arthur J. Gallagher & Co.

AJG|363576109

Shares:1.0K

Value:$358.0K

% of Portfolio:0.0% ($358.0K/$1.0B)

MCKESSON CORP

MCK|58155Q103

Shares:523

Value:$352.0K

% of Portfolio:0.0% ($352.0K/$1.0B)

921943858

VEA|921943858

Shares:6.5K

Value:$331.1K

% of Portfolio:0.0% ($331.1K/$1.0B)

464288240

Shares:5.9K

Value:$327.4K

% of Portfolio:0.0% ($327.4K/$1.0B)

46428Q109

Shares:10.4K

Value:$322.3K

% of Portfolio:0.0% ($322.3K/$1.0B)

ServiceNow, Inc.

NOW|81762P102

Shares:403

Value:$320.8K

% of Portfolio:0.0% ($320.8K/$1.0B)

Instrument	Shares		Other Manager	Value	% of Portfolio
(VTVcusip922908744)	2.7K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$464.5K	0.0% ($464.5K/$1.0B)	QoQ +2.03% (+$9.3K) YoY +6.06% (+$26.6K)
ALTRIA GROUP, INC.(MOcusip02209S103)	7.1K	QoQ 0.00% (+0) YoY -12.32% (-1.0K)	All Managers (Combined)	$427.1K	0.0% ($427.1K/$1.0B)	QoQ +14.78% (+$55.0K) YoY +20.64% (-$73.1K)
CINTAS CORP(CTAScusip172908105)	2.1K	QoQ 0.00% (+0) YoY +237.25% (+1.5K)	All Managers (Combined)	$424.2K	0.0% ($424.2K/$1.0B)	QoQ +12.49% (+$47.1K) YoY +0.89% (+$3.8K)
(EFAcusip464287465)	5.1K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$419.1K	0.0% ($419.1K/$1.0B)	QoQ +8.09% (+$31.4K) YoY +2.34% (+$9.6K)
WASTE MANAGEMENT INC(WMcusip94106L109)	1.8K	QoQ +6.15% (+102) YoY +6.15% (+102)	All Managers (Combined)	$407.2K	0.0% ($407.2K/$1.0B)	QoQ +21.79% (+$72.9K) YoY +15.29% (+$54.0K)
AMDOCS LTD(DOXcusipG02602103)	4.5K	QoQ 0.00% (+0) YoY -14.71% (-768)	All Managers (Combined)	$407.2K	0.0% ($407.2K/$1.0B)	QoQ +7.47% (+$28.3K) YoY -13.65% (-$64.4K)
Duke Energy CORP(DUKcusip26441C204)	3.3K	QoQ -7.01% (-250) YoY NEW(+3.3K)	All Managers (Combined)	$404.5K	0.0% ($404.5K/$1.0B)	QoQ +5.27% (-$20.3K) YoY NEW(+$404.5K)
WEYCO GROUP INC(WEYScusip962149100)	13.1K	QoQ 0.00% (-0) YoY +8.26% (+1.0K)	All Managers (Combined)	$399.2K	0.0% ($399.2K/$1.0B)	QoQ -18.82% (-$92.6K) YoY +3.51% (+$13.5K)
TE Connectivity plc(TELcusipG87052109)	2.8K	QoQ 0.00% (-0) YoY NEW(+2.8K)	All Managers (Combined)	$395.7K	0.0% ($395.7K/$1.0B)	QoQ -1.15% (-$4.6K) YoY NEW(+$395.7K)
AMERICAN EXPRESS CO(AXPcusip025816109)	1.5K	QoQ 0.00% (-0) YoY +1.45% (+21)	All Managers (Combined)	$395.0K	0.0% ($395.0K/$1.0B)	QoQ -9.34% (-$40.7K) YoY +19.87% (+$65.5K)
CORNING INC /NY(GLWcusip219350105)	8.4K	QoQ -12.08% (-1.1K) YoY -26.62% (-3.0K)	All Managers (Combined)	$383.1K	0.0% ($383.1K/$1.0B)	QoQ -15.30% (-$69.2K) YoY +1.91% (-$7.2K)
UNION PACIFIC CORP(UNPcusip907818108)	1.6K	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$382.5K	0.0% ($382.5K/$1.0B)	QoQ +3.59% (+$13.3K) YoY -3.94% (-$15.7K)
TORO CO(TTCcusip891092108)	5.0K	QoQ 0.00% (-0) YoY NEW(+5.0K)	All Managers (Combined)	$363.8K	0.0% ($363.8K/$1.0B)	QoQ -9.17% (-$36.8K) YoY NEW(+$363.8K)
ADVANCED MICRO DEVICES INC(AMDcusip007903107)	3.5K	QoQ +6.15% (-205) YoY -13.35% (-545)	All Managers (Combined)	$363.3K	0.0% ($363.3K/$1.0B)	QoQ -9.70% (-$39.1K) YoY -50.67% (-$373.3K)
Arthur J. Gallagher & Co.(AJGcusip363576109)	1.0K	QoQ 0.00% (+0) YoY -19.42% (-250)	All Managers (Combined)	$358.0K	0.0% ($358.0K/$1.0B)	QoQ +21.62% (+$63.7K) YoY +11.25% (-$36.2K)
MCKESSON CORP(MCKcusip58155Q103)	523	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$352.0K	0.0% ($352.0K/$1.0B)	QoQ +18.08% (+$53.9K) YoY +25.35% (+$71.2K)
(VEAcusip921943858)	6.5K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$331.1K	0.0% ($331.1K/$1.0B)	QoQ +6.29% (+$19.6K) YoY +1.31% (+$4.3K)
(cusip464288240)✕	5.9K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$327.4K	0.0% ($327.4K/$1.0B)	QoQ +6.30% (+$19.4K) YoY +3.85% (+$12.2K)
(cusip46428Q109)✕	10.4K	QoQ NEW(+10.4K) YoY NEW(+10.4K)	All Managers (Combined)	$322.3K	0.0% ($322.3K/$1.0B)	QoQ NEW(+$322.3K) YoY NEW(+$322.3K)
ServiceNow, Inc.(NOWcusip81762P102)	403	QoQ -5.84% (-25) YoY NEW(+403)	All Managers (Combined)	$320.8K	0.0% ($320.8K/$1.0B)	QoQ -29.28% (-$132.9K) YoY NEW(+$320.8K)