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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SCHWAB CHARLES CORP

SCHW|808513105

Shares:3.9K

Value:$307.7K

% of Portfolio:0.0% ($307.7K/$1.0B)

Fidelity National Information Services, Inc.

FIS|31620M106

Shares:4.0K

Value:$296.0K

% of Portfolio:0.0% ($296.0K/$1.0B)

XCEL ENERGY INC

XEL|98389B100

Shares:4.2K

Value:$294.6K

% of Portfolio:0.0% ($294.6K/$1.0B)

81369Y886

Shares:3.7K

Value:$289.9K

% of Portfolio:0.0% ($289.9K/$1.0B)

Parker-Hannifin Corp

PH|701094104

Shares:470

Value:$285.7K

% of Portfolio:0.0% ($285.7K/$1.0B)

92204A702

VGT|92204A702

Shares:519

Value:$281.5K

% of Portfolio:0.0% ($281.5K/$1.0B)

CUMMINS INC

CMI|231021106

Shares:824

Value:$258.3K

% of Portfolio:0.0% ($258.3K/$1.0B)

INTERNATIONAL BUSINESS MACHINES CORP

IBM|459200101

Shares:1.0K

Value:$256.1K

% of Portfolio:0.0% ($256.1K/$1.0B)

ORACLE CORP

ORCL|68389X105

Shares:1.8K

Value:$253.6K

% of Portfolio:0.0% ($253.6K/$1.0B)

NICE Ltd.

NICE|653656108

Shares:1.6K

Value:$250.5K

% of Portfolio:0.0% ($250.5K/$1.0B)

MORGAN STANLEY

MS|617446448

Shares:2.1K

Value:$243.1K

% of Portfolio:0.0% ($243.1K/$1.0B)

GENERAL ELECTRIC CO

GE|369604301

Shares:1.2K

Value:$238.6K

% of Portfolio:0.0% ($238.6K/$1.0B)

464287291

Shares:3.1K

Value:$238.1K

% of Portfolio:0.0% ($238.1K/$1.0B)

BANK OF MONTREAL /CAN/

BMO|063671101

Shares:2.5K

Value:$238.0K

% of Portfolio:0.0% ($238.0K/$1.0B)

AT&T INC.

T|00206R102

Shares:8.4K

Value:$237.4K

% of Portfolio:0.0% ($237.4K/$1.0B)

STARBUCKS CORP

SBUX|855244109

Shares:2.3K

Value:$226.5K

% of Portfolio:0.0% ($226.5K/$1.0B)

PayPal Holdings, Inc.

PYPL|70450Y103

Shares:3.4K

Value:$225.0K

% of Portfolio:0.0% ($225.0K/$1.0B)

GOLDMAN SACHS GROUP INC

GS|38141G104

Shares:411

Value:$224.5K

% of Portfolio:0.0% ($224.5K/$1.0B)

ROCKWELL AUTOMATION, INC

ROK|773903109

Shares:867

Value:$224.0K

% of Portfolio:0.0% ($224.0K/$1.0B)

NIKE, Inc.

NKE|654106103

Shares:3.5K

Value:$223.6K

% of Portfolio:0.0% ($223.6K/$1.0B)

Instrument	Shares		Other Manager	Value	% of Portfolio
SCHWAB CHARLES CORP(SCHWcusip808513105)	3.9K	QoQ 0.00% (+0) YoY -2.72% (-110)	All Managers (Combined)	$307.7K	0.0% ($307.7K/$1.0B)	QoQ +5.76% (+$16.8K) YoY +5.26% (-$15.4K)
Fidelity National Information Services, Inc.(FIScusip31620M106)	4.0K	QoQ 0.00% (-0) YoY -25.00% (-1.3K)	All Managers (Combined)	$296.0K	0.0% ($296.0K/$1.0B)	QoQ -7.54% (-$24.1K) YoY -24.49% (-$96.0K)
XCEL ENERGY INC(XELcusip98389B100)	4.2K	QoQ -2.68% (-115) YoY +11.37% (+425)	All Managers (Combined)	$294.6K	0.0% ($294.6K/$1.0B)	QoQ +2.02% (-$5.8K) YoY +46.68% (+$93.8K)
(cusip81369Y886)✕	3.7K	QoQ NEW(+3.7K) YoY NEW(+3.7K)	All Managers (Combined)	$289.9K	0.0% ($289.9K/$1.0B)	QoQ NEW(+$289.9K) YoY NEW(+$289.9K)
Parker-Hannifin Corp(PHcusip701094104)	470	QoQ +3.29% (-15) YoY +5.61% (+25)	All Managers (Combined)	$285.7K	0.0% ($285.7K/$1.0B)	QoQ -1.27% (-$3.7K) YoY +15.51% (+$38.4K)
(VGTcusip92204A702)	519	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$281.5K	0.0% ($281.5K/$1.0B)	QoQ -12.77% (-$41.2K) YoY +3.44% (+$9.4K)
CUMMINS INC(CMIcusip231021106)	824	QoQ -4.62% (-40) YoY -8.84% (-80)	All Managers (Combined)	$258.3K	0.0% ($258.3K/$1.0B)	QoQ -14.24% (-$42.9K) YoY -3.03% (-$8.1K)
INTERNATIONAL BUSINESS MACHINES CORP(IBMcusip459200101)	1.0K	QoQ 0.00% (+0) YoY -42.36% (-757)	All Managers (Combined)	$256.1K	0.0% ($256.1K/$1.0B)	QoQ +13.11% (+$29.7K) YoY -24.94% (-$85.1K)
ORACLE CORP(ORCLcusip68389X105)	1.8K	QoQ +12.74% (-205) YoY NEW(+1.8K)	All Managers (Combined)	$253.6K	0.0% ($253.6K/$1.0B)	QoQ -5.41% (-$14.5K) YoY NEW(+$253.6K)
NICE Ltd.(NICEcusip653656108)	1.6K	QoQ 0.00% (-0) YoY -17.21% (-338)	All Managers (Combined)	$250.5K	0.0% ($250.5K/$1.0B)	QoQ -9.22% (-$25.5K) YoY -51.03% (-$261.1K)
MORGAN STANLEY(MScusip617446448)	2.1K	QoQ +18.27% (+322) YoY NEW(+2.1K)	All Managers (Combined)	$243.1K	0.0% ($243.1K/$1.0B)	QoQ +9.76% (+$21.6K) YoY NEW(+$243.1K)
GENERAL ELECTRIC CO(GEcusip369604301)	1.2K	QoQ NEW(+1.2K) YoY +4.01% (+46)	All Managers (Combined)	$238.6K	0.0% ($238.6K/$1.0B)	QoQ NEW(+$238.6K) YoY +18.60% (+$37.4K)
(cusip464287291)✕	3.1K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$238.1K	0.0% ($238.1K/$1.0B)	QoQ -10.63% (-$28.3K) YoY +1.24% (+$2.9K)
BANK OF MONTREAL /CAN/(BMOcusip063671101)	2.5K	QoQ NEW(+2.5K) YoY NEW(+2.5K)	All Managers (Combined)	$238.0K	0.0% ($238.0K/$1.0B)	QoQ NEW(+$238.0K) YoY NEW(+$238.0K)
AT&T INC.(Tcusip00206R102)	8.4K	QoQ NEW(+8.4K) YoY NEW(+8.4K)	All Managers (Combined)	$237.4K	0.0% ($237.4K/$1.0B)	QoQ NEW(+$237.4K) YoY NEW(+$237.4K)
STARBUCKS CORP(SBUXcusip855244109)	2.3K	QoQ -2.03% (-48) YoY -18.55% (-526)	All Managers (Combined)	$226.5K	0.0% ($226.5K/$1.0B)	QoQ +5.30% (-$11.4K) YoY -12.58% (-$32.6K)
PayPal Holdings, Inc.(PYPLcusip70450Y103)	3.4K	QoQ 0.00% (-0) YoY -2.81% (-100)	All Managers (Combined)	$225.0K	0.0% ($225.0K/$1.0B)	QoQ -23.55% (-$69.3K) YoY -5.34% (-$12.7K)
GOLDMAN SACHS GROUP INC(GScusip38141G104)	411	QoQ NEW(+411) YoY NEW(+411)	All Managers (Combined)	$224.5K	0.0% ($224.5K/$1.0B)	QoQ NEW(+$224.5K) YoY NEW(+$224.5K)
ROCKWELL AUTOMATION, INC(ROKcusip773903109)	867	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$224.0K	0.0% ($224.0K/$1.0B)	QoQ -9.59% (-$23.8K) YoY -11.31% (-$28.6K)
NIKE, Inc.(NKEcusip654106103)	3.5K	QoQ 0.00% (-0) YoY -38.35% (-2.2K)	All Managers (Combined)	$223.6K	0.0% ($223.6K/$1.0B)	QoQ -16.10% (-$42.9K) YoY -58.35% (-$313.3K)