First Business Financial Services, Inc.
Annual return '25
+12.5%
SPY '25
+17.7%
Alpha
-5.2ptsvs SPY
Invested
$1.1B
Holdings
191
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 94%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$VTI
Vanguard Total Stock Market ET
Q1 2026: Exited (was 788.9k shares)
22.7%
02
$IEFA
iShares Core MSCI EAFE ETF
Q1 2026: Exited (was 1.51M shares)
12.5%
03
$IWF
iShares Russell 1000 Growth ET
Q1 2026: Exited (was 182.1k shares)
6.9%
04
$IJR
iShares Core S&P Small-Cap ETF
Q1 2026: Exited (was 492.7k shares)
5.5%
05
$DGRO
iShares Core Dividend Growth
Q1 2026: Exited (was 822.0k shares)
5.2%
06
$IWD
iShares Russell 1000 Value ETF
Q1 2026: Exited (was 262.4k shares)
5.1%
07
$IJH
iShares Core S&P Mid-Cap ETF
Q1 2026: Exited (was 696.8k shares)
4.2%
08
$AGG
iShares Core US Aggregate Bond
Q1 2026: Exited (was 381.5k shares)
3.3%
09
$SPY
State Street SPDR S&P 500 ETF
Q1 2026: Exited (was 43.8k shares)
2.5%
10
$FBIZ
First Business Financial Servi
Q1 2026: Exited (was 361.3k shares)
1.7%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 12:46 UTC.