First Business Financial Services, Inc.

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 28, 2026), First Business Financial Services, Inc. reported 201 stock positions worth $1.3 billion. Its top holding was VG Morningstar TS MKT ETF-US (VTI) at 22.8% of the portfolio, followed by iShares Core MSCI Eafe ETF (IEFA, 11.7%) and iShares Russell 1000 Growth (IWF, 7.0%). Compared with Q1 2026, it opened 14 new positions, sold out of 5, added to 110 and reduced 27. The biggest buy was Lam Research (LRCX, shares +5%) and the biggest sale First Business Financial Ser (FBIZ, shares −6%).

Most Recent 13F
Q2 2026
Location
MADISON, WI
CIK
0001521951
Portfolio Value
$1.3B (Q2 2026)
SEC Filing
0001140361-26-029854 ↗ filed Jul 28, 2026

Holdings Value

0$500.0M$1.0B$1.5B Q1 2024: $932.5M Q1 2024 Q2 2024: $943.3M Q2 2024 Q3 2024: $999.2M Q3 2024 Q4 2024: $1.0B Q4 2024 Q1 2025: $1.0B Q1 2025 Q2 2025: $1.1B Q2 2025 Q3 2025: $1.1B Q3 2025 Q4 2025: $1.1B Q4 2025 Q1 2026: $1.1B Q1 2026 Q2 2026: $1.3B $1.3B Q2 2026

Holdings 201 stocks · $1.3B
VTI VG Morningstar TS MKT ETF-US 22.81% 794,853 $294.1M Reduce -0.3%
IEFA iShares Core MSCI Eafe ETF 11.74% 1,567,578 $151.4M Add +0.7%
IWF iShares Russell 1000 Growth 7.05% 731,884 $90.9M Reduce -0.2%
IJR iShares Core S&P Small-Cap E 5.77% 502,002 $74.5M Add +0.2%
IWD iShares Russell 1000 Value E 5.00% 265,835 $64.4M Reduce -0.1%
DGRO iShares Core Dividend Growth 4.93% 839,061 $63.6M Add +0.5%
IJH iShares Core S&P Midcap ETF 4.26% 711,692 $54.9M Add +0.6%
AGG iShares Core U.S. Aggregate 2.98% 388,636 $38.5M Add +3.4%
SPY SS SPDR S&P 500 ETF Trust-US 2.53% 43,684 $32.6M Reduce -0.2%
FBIZ First Business Financial Ser 1.67% 340,189 $21.5M Reduce -5.8%
NVDA Nvidia Corp. 1.59% 102,546 $20.5M Add +2.6%
JPST JPMorgan Ultra-Short Income 1.43% 363,803 $18.4M Add +4.0%
AAPL Apple Inc. 1.35% 59,954 $17.3M Add +0.8%
AVGO Broadcom Inc. 1.21% 41,248 $15.6M Reduce -1.0%
GOOGL Alphabet Inc. Class A 1.21% 43,589 $15.6M Add +3.4%
CIEN Ciena Corp. 1.10% 28,808 $14.1M Reduce -4.1%
LRCX Lam Research Corp. 1.09% 32,515 $14.1M Add +5.4%
JPM JPMorgan Chase & Co. 0.92% 36,121 $11.8M Add +2.2%
ANET Arista Networks Inc. 0.91% 68,750 $11.7M Add +3.9%
PWR Quanta Services Inc. 0.87% 15,594 $11.2M Add +0.4%
LLY Eli Lilly & Co. 0.62% 6,642 $8.0M Add +3.5%
VTIP Vanguard Short-Term Tips 0.58% 150,171 $7.5M Add +13.1%
MTUM iShares MSCI USA Momentum Fa 0.54% 20,335 $7.0M No change
MSFT Microsoft Corp. 0.54% 18,644 $7.0M Add +3.3%
XLK SS Technology Select Sector 0.54% 36,498 $7.0M No change
IVV iShares Core S&P 500 ETF 0.50% 8,639 $6.5M Add +33.4%
MUB iShares National Muni Bond E 0.46% 54,736 $5.9M Add +3.3%
C Citigroup Inc. 0.45% 41,453 $5.8M Add +3.5%
ADI Analog Devices Inc. 0.43% 13,874 $5.5M Add +3.7%
BAC Bank of America Corp. 0.35% 80,030 $4.6M Add +3.1%
NUE Nucor Corp. 0.35% 20,457 $4.6M Add +4.1%
COR Cencora Inc. 0.35% 16,022 $4.5M Add +4.4%
BRK.A Berkshire Hathaway Inc. Class A 0.35% 6 $4.5M No change
COST Costco Wholesale Corp. 0.34% 4,723 $4.4M Add +1.6%
XOM Exxon Mobil Corp. 0.33% 30,811 $4.2M Add +5.3%
TXN Texas Instruments Inc. 0.32% 13,969 $4.2M Add +2.7%
GD General Dynamics Corp. 0.28% 10,301 $3.6M Add +4.5%
CSCO Cisco Systems Inc. 0.28% 31,038 $3.6M Reduce -0.0%
RSSB RTRN Stack GLBL STK & BD ETF 0.28% 118,108 $3.6M Add +51.0%
EQIX Equinix Inc. 0.28% 3,418 $3.6M Add +3.7%
EXPE Expedia Group Inc. 0.25% 12,670 $3.2M Add +3.8%
KO The Coca-Cola Co. 0.25% 39,772 $3.2M Add +2.6%
SYK Stryker Corp. 0.24% 10,025 $3.2M Add +3.7%
RSG Republic Services Inc. 0.24% 14,459 $3.1M Add +1.6%
PRU Prudential Financial Inc. 0.24% 28,540 $3.1M Add +1.8%
AMZN Amazon.com Inc. 0.24% 12,887 $3.1M Add +4.2%
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.24% 20,159 $3.1M Add +3.5%
NEE Nextera Energy Inc. 0.24% 34,658 $3.0M Add +4.0%
TOL Toll Brothers Inc. 0.23% 18,086 $3.0M Add +6.5%
TMUS T-Mobile US Inc. 0.23% 17,473 $2.9M Add +3.4%
EA Electronic Arts Inc. 0.22% 14,127 $2.9M Reduce -0.4%
XLE SS Energy Select Sector 0.22% 54,244 $2.9M No change
XLI SS Industrial Select Sector 0.20% 14,013 $2.6M No change
META Meta Platforms Inc. Class A 0.20% 4,553 $2.6M Add +5.4%
GOOG Alphabet Inc. Class C 0.19% 7,019 $2.5M Add +2.0%
DRI Darden Restaurants Inc. 0.18% 11,096 $2.3M Add +3.9%
OSK Oshkosh Corp. 0.18% 14,778 $2.3M Add +5.0%
ICE Intercontinental Exchange Inc. 0.17% 17,807 $2.2M Add +3.1%
GLW Corning Inc. 0.17% 8,538 $2.2M Reduce -4.7%
LOW Lowe's Cos Inc. 0.17% 9,726 $2.1M Add +4.0%
AMD Advanced Micro Devices 0.16% 3,600 $2.1M Add +2.7%
HWM Howmet Aerospace Inc. 0.16% 7,638 $2.1M New
QCOM Qualcomm Inc. 0.15% 10,546 $1.9M Add +4.1%
PM Philip Morris International 0.15% 10,548 $1.9M Add +0.9%
AEP American Electric Power 0.15% 13,845 $1.9M Add +6.3%
SLB SLB Ltd. filed as SLB LIMITED 0.15% 40,368 $1.9M Add +4.1%
IQV Iqvia Holdings Inc. 0.14% 9,340 $1.8M Add +4.2%
ABBV Abbvie Inc. 0.14% 7,047 $1.8M Reduce -1.7%
IWB iShares Russell 1000 ETF 0.13% 4,244 $1.7M No change
NFLX Netflix Inc. 0.12% 22,065 $1.6M Add +4.4%
GLD SPDR Gold Shares 0.12% 4,247 $1.6M No change
VB Vanguard Most SM-Cap ETF-Usd 0.12% 5,070 $1.5M No change
KR Kroger Co. 0.12% 27,577 $1.5M Add +4.7%
XLY SS Consumer Disc Select Sect 0.12% 12,902 $1.5M No change
CL Colgate-Palmolive Co. 0.12% 16,294 $1.5M Add +7.8%
IWM iShares Russell 2000 ETF 0.12% 4,950 $1.5M No change
ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV 0.11% 734 $1.5M Add +0.3%
BRK.B Berkshire Hathaway Inc. Class B 0.11% 2,838 $1.4M Add +29.1%
ATI Ati Inc. 0.11% 7,158 $1.4M Reduce -4.4%
APO Apollo Global Management Inc. 0.11% 11,607 $1.4M Add +6.5%
XLF SS Financial Select Sector 0.10% 24,095 $1.3M No change
IWO iShares Russell 2000 Growth 0.10% 3,132 $1.2M No change
JNJ Johnson & Johnson 0.09% 4,776 $1.2M Add +2.8%
MRK Merck & Co. Inc. 0.09% 9,062 $1.2M Add +2.9%
VOX Vanguard Communication Servi 0.09% 6,200 $1.1M No change
WMT Walmart Inc. 0.08% 9,601 $1.1M Add +8.9%
ETN Eaton Corp. PLC 0.08% 2,446 $1.0M Add +12.6%
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.08% 12,820 $1.0M No change
PLTR Palantir Technologies Inc. Class A 0.08% 8,758 $1.0M Reduce -0.7%
IWN iShares Russell 2000 Value E 0.08% 4,604 $1.0M No change
NULV Nuveen ESG Large-Cap Val ETF 0.07% 19,006 $950K Add +0.4%
CTA Simplify Managed Futures St 0.07% 35,851 $930K Add +48.3%
MRVL Marvell Technology Inc. 0.07% 3,001 $894K Reduce -3.6%
CRM Salesforce Inc. 0.07% 5,594 $876K Add +5.4%
TDG Transdigm Group Inc. 0.07% 654 $871K Add +0.3%
AMAT Applied Materials Inc. 0.07% 1,197 $865K Add +9.9%
USMV iShares MSCI USA Min Vol Fac 0.07% 8,694 $839K No change
BLK BlackRock Inc. 0.06% 837 $805K Add +0.2%
PG The Procter & Gamble Co. 0.06% 5,473 $803K Add +2.1%
XLC SS Comm Select Sector SPDR 0.06% 7,317 $784K No change
VUG Vanguard Mrngstar GR ETF-Sui 0.06% 9,012 $776K Reduce -3.1%
MA Mastercard Inc. Class A 0.06% 1,425 $732K Add +3.1%
MDLZ Mondelez International Inc. Class A 0.05% 12,191 $705K Add +0.6%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.05% 2,434 $684K Add +21.5%
ITW Illinois Tool Works 0.05% 2,527 $683K Add +0.8%
CAT Caterpillar Inc. 0.05% 601 $640K Add +2.0%
MDY State Street SPDR S&P Midcap 0.05% 887 $624K No change
MGEE Mge Energy Inc. 0.05% 7,458 $608K No change
MO Altria Group Inc. 0.05% 8,384 $603K Add +0.9%
CMI Cummins Inc. 0.05% 835 $596K Add +1.3%
VTV Vanguard Mrngstr Val ETF-Aui 0.05% 2,689 $586K No change
GE General Electric filed as GE AEROSPACE 0.05% 1,568 $586K Add +31.9%
HD Home Depot Inc. 0.04% 1,617 $570K Add +1.7%
CTAS Cintas Corp. 0.04% 3,351 $570K Add +16.9%
WEYS Weyco Group Inc. 0.04% 14,156 $557K No change
SLV iShares Silver Trust 0.04% 10,330 $552K No change
ABT Abbott Laboratories 0.04% 5,988 $543K Add +2.9%
ISRG Intuitive Surgical Inc. 0.04% 1,358 $540K Add +1.3%
EFA iShares MSCI Eafe ETF 0.04% 5,128 $533K No change
PEP Pepsico Inc. 0.04% 3,836 $519K Add +0.7%
CVX Chevron Corp. 0.04% 3,069 $509K Add +12.4%
SO The Southern Co. 0.04% 5,311 $508K Add +0.9%
AXP American Express Co. 0.04% 1,475 $499K Add +0.2%
VGT Vanguard Info Tech ETF 0.04% 4,152 $496K No change
LNT Alliant Energy Corp. 0.04% 6,491 $495K Add +19.2%
BMO Bank of Montreal filed as BANK MONTREAL MEDIUM 0.04% 2,785 $492K No change
TTEK Tetra Tech Inc. 0.04% 16,820 $486K No change
ACN Accenture PLC Class A 0.04% 3,896 $485K Add +0.2%
TEL Te Connectivity PLC 0.04% 2,375 $479K No change
MU Micron Technology Inc. 0.04% 414 $478K New
V Visa Inc. Class A 0.04% 1,374 $471K Add +12.0%
VEA Vanguard Ftse Developed ETF 0.04% 6,562 $468K No change
AMP Ameriprise Financial Inc. 0.04% 1,015 $466K No change
PH Parker Hannifin Corp. 0.04% 470 $460K No change
IXN iShares Global Tech ETF 0.04% 3,143 $454K No change
ACWX iShares MSCI Acwi Ex US ETF 0.03% 5,905 $449K No change
MS Morgan Stanley 0.03% 2,126 $444K Add +2.4%
WWD Woodward Inc. 0.03% 1,000 $425K No change
DUK Duke Energy Corp. 0.03% 3,321 $420K Add +8.1%
AON Aon PLC Class A 0.03% 1,242 $412K Reduce -10.3%
MCK McKesson Corp. 0.03% 533 $403K Add +1.9%
UNP Union Pacific Corp. 0.03% 1,437 $391K Add +1.1%
PAVE Global X US Infrastructure 0.03% 6,591 $388K Add +22.0%
WM Waste Management Inc. 0.03% 1,685 $376K Add +1.6%
GS Goldman Sachs Group Inc. 0.03% 371 $375K No change
GEV GE Vernova Inc. 0.03% 309 $363K Add +20.2%
PHM Pultegroup Inc. 0.03% 2,626 $360K Add +0.8%
XLU St Sr Utl SL SE SPDR ETF-Usd 0.03% 7,904 $358K No change
ROK Rockwell Automation Inc. 0.03% 712 $352K Add +8.7%
OKLO Oklo Inc. 0.03% 6,650 $348K No change
HLT Hilton Worldwide Holdings Inc. 0.03% 1,045 $345K Add +48.2%
INTC Intel Corp. 0.03% 2,450 $342K New
XEL Xcel Energy Inc. 0.03% 4,178 $335K Reduce -0.1%
SPDW Ste STR SPDR PT DW Eu ETF 0.03% 6,444 $325K No change
USCI United States Commodity Inde 0.03% 3,477 $322K No change
TRI Thomson Reuters Corp. 0.03% 3,942 $322K Add +1.6%
UNH Unitedhealth Group Inc. 0.02% 771 $320K Add +2.8%
COF Capital One Financial Corp. 0.02% 1,573 $316K Add +1.1%
STX Seagate Technology Holdings 0.02% 321 $310K New
USB US Bancorp 0.02% 5,053 $305K No change
BX Blackstone Inc. 0.02% 2,514 $296K Reduce -13.8%
CRL Charles River Laboratories 0.02% 1,300 $295K No change
STRT Strattec Security Corp. 0.02% 3,598 $293K No change
ORCL Oracle Corp. 0.02% 1,993 $292K Add +11.1%
PSX Phillips 66 0.02% 1,725 $292K Add +17.3%
MCHP Microchip Technology Inc. 0.02% 3,136 $286K No change
PNC PNC Financial Services Group 0.02% 1,130 $278K Reduce -16.9%
SCHW Schwab (charles) Corp. 0.02% 3,014 $278K Add +4.6%
GILD Gilead Sciences Inc. 0.02% 2,201 $278K Add +18.1%
TSM Taiwan Semiconductor-SP ADR 0.02% 567 $271K New
IVW iShares S&P 500 Growth ETF 0.02% 1,863 $256K Reduce -3.6%
MGV Vngrd Mrgstr MG CP VL ETF-Ui 0.02% 1,511 $247K Add +7.1%
NSC Norfolk Southern Corp. 0.02% 776 $244K Add +2.4%
DGRW Wisdomtree U.S. Quality Divi 0.02% 2,543 $243K No change
GPIQ GS Nasdaq-100 PR Inc. ETF-Usd 0.02% 4,071 $241K No change
FELG Fidelity Enh LRG Cap GWTH 0.02% 5,500 $241K Reduce -3.5%
TFC Truist Financial Corp. 0.02% 4,818 $240K Add +10.1%
CVS CVS Health Corp. 0.02% 2,312 $239K New
AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO 0.02% 1,037 $238K No change
RDVI FT Vest Rising Dividend Achi 0.02% 8,052 $237K No change
TMO Thermo Fisher Scientific Inc. 0.02% 467 $234K Reduce -12.7%
SGOL Abrdn Physical Gold Shares 0.02% 6,096 $233K No change
MCD McDonald's Corp. 0.02% 859 $232K Reduce -46.0%
PPL PPL Corp. 0.02% 6,340 $230K Add +14.2%
WTRG Essential Utilities Inc. 0.02% 6,000 $230K Reduce -57.6%
IWS iShares Russell Mid-Cap Valu 0.02% 1,377 $227K No change
GPIX GLDM SA S&P 500 PR in ETF-US 0.02% 4,076 $227K No change
KEY Keycorp 0.02% 9,791 $226K New
WEC WEC Energy Group Inc. 0.02% 1,930 $225K New
WFC Wells Fargo & Co. 0.02% 2,715 $224K New
NOW ServiceNow Inc. 0.02% 2,210 $219K Reduce -2.6%
MPC Marathon Petroleum Corp. 0.02% 857 $219K No change
ENB Enbridge Inc. 0.02% 3,946 $214K New
VZ Verizon Communications Inc. 0.02% 5,036 $213K Add +11.4%
CB Chubb Ltd. 0.02% 625 $213K Add +1.8%
UBER Uber Technologies Inc. 0.02% 2,922 $211K New
EOG EOG Resources Inc. 0.02% 1,625 $211K Reduce -15.8%
SPG Simon Property Group Inc. 0.02% 931 $208K New
CEG Constellation Energy 0.02% 832 $207K New
GNRC Generac Holdings Inc. 0.02% 700 $205K New
DOX Amdocs Ltd. 0.02% 4,046 $204K Reduce -9.1%

Portfolio Sells Q1 2026 → Q2 2026
FBIZ First Business Financial Ser Reduce -5.8% 1.67% −0.07
IWD iShares Russell 1000 Value E Reduce -0.1% 5.00% −0.06
PLTR Palantir Technologies Inc. Class A Reduce -0.7% 0.08% −0.04
WTRG Essential Utilities Inc. Reduce -57.6% 0.02% −0.03
EA Electronic Arts Inc. Reduce -0.4% 0.22% −0.03
MCD McDonald's Corp. Reduce -46.0% 0.02% −0.03
SIVR Abrdn Physical Silver Shares Sold out 0.00% −0.02
DIS The Walt Disney Co. Sold out 0.00% −0.02
SHEL Shell PLC-ADR Sold out 0.00% −0.02
UA Under Armour Inc. Class C Sold out 0.00% −0.01
DOX Amdocs Ltd. Reduce -9.1% 0.02% −0.01
EOG EOG Resources Inc. Reduce -15.8% 0.02% −0.01
AON Aon PLC Class A Reduce -10.3% 0.03% −0.01
BX Blackstone Inc. Reduce -13.8% 0.02% −0.01
TMO Thermo Fisher Scientific Inc. Reduce -12.7% 0.02% −0.01
NOW ServiceNow Inc. Reduce -2.6% 0.02% −0.00
PNC PNC Financial Services Group Reduce -16.9% 0.02% −0.00
XEL Xcel Energy Inc. Reduce -0.1% 0.03% −0.00
DNN Denison Mines Corp. Sold out 0.00% −0.00
ABBV Abbvie Inc. Reduce -1.7% 0.14% −0.00
FELG Fidelity Enh LRG Cap GWTH Reduce -3.5% 0.02% −0.00
VUG Vanguard Mrngstar GR ETF-Sui Reduce -3.1% 0.06% 0.00
SPY SS SPDR S&P 500 ETF Trust-US Reduce -0.2% 2.53% +0.00
IVW iShares S&P 500 Growth ETF Reduce -3.6% 0.02% +0.00
ATI Ati Inc. Reduce -4.4% 0.11% +0.01
MRVL Marvell Technology Inc. Reduce -3.6% 0.07% +0.04
CIEN Ciena Corp. Reduce -4.1% 1.10% +0.06
GLW Corning Inc. Reduce -4.7% 0.17% +0.06
AVGO Broadcom Inc. Reduce -1.0% 1.21% +0.06
CSCO Cisco Systems Inc. Reduce -0.0% 0.28% +0.07
VTI VG Morningstar TS MKT ETF-US Reduce -0.3% 22.81% +0.07
IWF iShares Russell 1000 Growth Reduce -0.2% 7.05% +0.10

Portfolio Buys Q1 2026 → Q2 2026
LRCX Lam Research Corp. Add +5.4% 1.09% +0.51
IJR iShares Core S&P Small-Cap E Add +0.2% 5.77% +0.24
ANET Arista Networks Inc. Add +3.9% 0.91% +0.18
HWM Howmet Aerospace Inc. New 0.16% +0.16
GOOGL Alphabet Inc. Class A Add +3.4% 1.21% +0.13
IVV iShares Core S&P 500 ETF Add +33.4% 0.50% +0.13
PWR Quanta Services Inc. Add +0.4% 0.87% +0.11
AMD Advanced Micro Devices Add +2.7% 0.16% +0.10
LLY Eli Lilly & Co. Add +3.5% 0.62% +0.09
RSSB RTRN Stack GLBL STK & BD ETF Add +51.0% 0.28% +0.09
TXN Texas Instruments Inc. Add +2.7% 0.32% +0.09
NUE Nucor Corp. Add +4.1% 0.35% +0.06
ADI Analog Devices Inc. Add +3.7% 0.43% +0.05
C Citigroup Inc. Add +3.5% 0.45% +0.05
NVDA Nvidia Corp. Add +2.6% 1.59% +0.04
MU Micron Technology Inc. New 0.04% +0.04
QCOM Qualcomm Inc. Add +4.1% 0.15% +0.04
AMAT Applied Materials Inc. Add +9.9% 0.07% +0.03
ASML ASML Holding NV-NY Reg SHS Add +0.3% 0.11% +0.03
INTC Intel Corp. New 0.03% +0.03
TOL Toll Brothers Inc. Add +6.5% 0.23% +0.03
STX Seagate Technology Holdings New 0.02% +0.02
TSM Taiwan Semiconductor-SP ADR New 0.02% +0.02
CVS CVS Health Corp. New 0.02% +0.02
KEY Keycorp New 0.02% +0.02
WEC WEC Energy Group Inc. New 0.02% +0.02
WFC Wells Fargo & Co. New 0.02% +0.02
BAC Bank of America Corp. Add +3.1% 0.35% +0.02
GOOG Alphabet Inc. Class C Add +2.0% 0.19% +0.02
ENB Enbridge Inc. New 0.02% +0.02
BRK.B Berkshire Hathaway Inc. Class B Add +29.1% 0.11% +0.02
UBER Uber Technologies Inc. New 0.02% +0.02
SPG Simon Property Group Inc. New 0.02% +0.02
CEG Constellation Energy New 0.02% +0.02
GNRC Generac Holdings Inc. New 0.02% +0.02
GE General Electric Add +31.9% 0.05% +0.02
CAT Caterpillar Inc. Add +2.0% 0.05% +0.01
ETN Eaton Corp. PLC Add +12.6% 0.08% +0.01
IBM Intl Business Machines Corp. Add +21.5% 0.05% +0.01
AMZN Amazon.com Inc. Add +4.2% 0.24% +0.01
GEV GE Vernova Inc. Add +20.2% 0.03% +0.01
IJH iShares Core S&P Midcap ETF Add +0.6% 4.26% +0.01
HLT Hilton Worldwide Holdings Inc. Add +48.2% 0.03% +0.01
CTA Simplify Managed Futures St Add +48.3% 0.07% +0.01
CMI Cummins Inc. Add +1.3% 0.05% +0.01
UNH Unitedhealth Group Inc. Add +2.8% 0.02% +0.01
ROK Rockwell Automation Inc. Add +8.7% 0.03% +0.01
PAVE Global X US Infrastructure Add +22.0% 0.03% +0.01
MS Morgan Stanley Add +2.4% 0.03% +0.00
IQV Iqvia Holdings Inc. Add +4.2% 0.14% +0.00

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 201$1.3BVTI, IEFA, IWF, IJR, IWD
Q1 2026 192$1.1BVTI, IEFA, IWF, IJR, DGRO
Q4 2025 168$1.1BVTI, IEFA, IWF, IJR, DGRO
Q3 2025 185$1.1BVTI, IEFA, IWF, IJR, DGRO
Q2 2025 185$1.1BVTI, IEFA, IWF, IJR, DGRO
Q1 2025 170$1.0BVTI, IEFA, IWF, IJR, DGRO
Q4 2024 162$1.0BVTI, IEFA, IWF, IJR, DGRO
Q3 2024 159$999.2MVTI, IEFA, IWF, IJR, DGRO
Q2 2024 157$943.3MVTI, IEFA, IWF, IJR, DGRO
Q1 2024Amended 165$932.5MVTI, IEFA, IWF, IJR, DGRO