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CIK: 0000919864
Total reported value
$135.6M
$135.6M
106 檔
28.8%
In Q3 2025, Finward Bancorp's U.S. equity holdings reached a combined market value of $135.6M, distributed across 106 disclosed stock positions.
In Q3 2025, Finward Bancorp adopted a defensive or profit-taking posture, trimming 55 positions and completely liquidating 6 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including TQQQ, MSFT, VOO) accounted for 28.8% of total reported equity market value during Q3 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | TQQQ | Proshares Ultrapro Qqq | ETF-Other | 7.98% | +3.07% | NEW | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 6.86% | +1.37% | +0.10% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 5.43% | -0.21% | +4.36% | |
| 4 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-Other | 4.85% | -0.41% | -6.27% | |
| 5 | VUG | Vanguard Growth ETF | ETF-Other | 4.52% | -0.16% | -8.01% | |
| 6 | SKOR | Flexshares Credit-scored US | ETF-Other | 4.26% | -0.19% | +65.75% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 3.56% | +0.54% | -2.23% | |
| 8 | FNWD | Finward Bancorp | Stock-Other | 3.34% | +0.29% | -3.23% | |
| 9 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 3.30% | -0.17% | +0.91% | |
| 10 | SPGP | Invesco S&p 500 Garp ETF | ETF-Large Cap & Growth | 2.56% | -0.14% | -13.73% | |
| 11 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 1.96% | -0.18% | +7.32% | |
| 12 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.93% | -0.05% | +3.87% | |
| 13 | FVD | First Trust Value Line Dvd | ETF-Other | 1.64% | -0.09% | -6.65% | |
| 14 | VGT | Vanguard Info Tech ETF | ETF-Tech | 1.64% | -0.15% | -5.44% | |
| 15 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.60% | -0.03% | -0.37% | |
| 16 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 1.51% | -0.13% | +0.05% | |
| 17 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.49% | -0.01% | -2.09% | |
| 18 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.43% | -0.15% | -1.50% | |
| 19 | MGV | Vanguard Mega Cap Value ETF | ETF-Other | 1.42% | — | -1.54% | |
| 20 | XLK | Ss Technology Select Sector | ETF-Tech | 1.28% | +0.02% | +4.21% | |
| 21 | NVDA | Nvidia CORP | Stock-Tech | 1.18% | +0.06% | +6.06% | |
| 22 | ABBV | Abbvie Inc | Stock-Healthcare | 1.16% | -0.03% | -0.76% | |
| 23 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.10% | -0.03% | +9.53% | |
| 24 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 0.98% | -0.03% | +5.22% | |
| 25 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.97% | -0.16% | -3.67% | |
| 26 | WPM | Wheaton Precious Metals CORP | Stock-Materials | 0.97% | +0.15% | — | |
| 27 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.95% | -0.03% | -6.69% | |
| 28 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.93% | -0.05% | — | |
| 29 | NI | Nisource Inc | Stock-Utilities | 0.90% | -0.20% | -1.70% | |
| 30 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.89% | -0.03% | +1.10% | |
| 31 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.84% | -0.09% | +9.89% | |
| 32 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 0.79% | -0.11% | -7.58% | |
| 33 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.75% | +0.04% | -4.84% | |
| 34 | WELL | Welltower Inc | Stock-Real Estate | 0.73% | +0.01% | -5.89% | |
| 35 | V | Visa Inc-class A Shares | Stock-Financials | 0.68% | -0.01% | +1.95% | |
| 36 | GLD | Spdr Gold Shares | ETF-Commodities | 0.65% | +0.01% | -3.36% | |
| 37 | DTE | Dte Energy Company | Stock-Utilities | 0.64% | -0.15% | — | |
| 38 | XOM | Exxon Mobil CORP | Stock-Energy | 0.60% | -0.66% | EXIT | |
| 39 | ETR | Entergy CORP | Stock-Utilities | 0.60% | -0.12% | — | |
| 40 | DUK | Duke Energy CORP | Stock-Utilities | 0.57% | -0.08% | -3.23% | |
| 41 | ABT | Abbott Laboratories | Stock-Healthcare | 0.56% | +0.02% | — | |
| 42 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.56% | +0.11% | -0.59% | |
| 43 | XLI | Ss Industrial Select Sector | ETF-Other | 0.56% | -0.09% | -6.71% | |
| 44 | CMG | Chipotle Mexican Grill Inc | Stock-Consumer Disc | 0.55% | -0.01% | — | |
| 45 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.54% | -0.04% | -22.41% | |
| 46 | HD | Home Depot Inc | Stock-Consumer Disc | 0.54% | -0.11% | -10.01% | |
| 47 | FDL | First Trust Morn Dvd Lead In | ETF-Other | 0.52% | -0.05% | -29.36% | |
| 48 | VTV | Vanguard Value ETF | ETF-Other | 0.51% | -0.10% | +10.71% | |
| 49 | BND | Vanguard Total Bond Market | ETF-Other | 0.48% | -0.02% | -37.83% | |
| 50 | SO | Southern Co/the | Stock-Utilities | 0.48% | -0.07% | -2.48% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SKOR | Flexshares Credit-scored US | +2.3% | +65.75% | Add |
| 2 | MSFT | Microsoft CORP | +1.2% | +0.10% | Trim |
| 3 | VOO | Vanguard S&p 500 ETF | +0.7% | +4.36% | Add |
| 4 | QQQ | Invesco Qqq Trust Series 1 | +0.6% | +0.91% | Add |
| 5 | NVDA | Nvidia CORP | +0.5% | +6.06% | Add |
| 6 | TQQQ | Proshares Ultrapro Qqq | +0.4% | -32.82% | Trim |
| 7 | MGK | Vanguard Mega Cap Growth ETF | +0.4% | +7.32% | Add |
| 8 | XLK | Ss Technology Select Sector | +0.3% | +4.21% | Add |
| 9 | VGT | Vanguard Info Tech ETF | +0.2% | -5.44% | Trim |
| 10 | WPM | Wheaton Precious Metals CORP | +0.2% | — | Unchanged |
| 11 | VUG | Vanguard Growth ETF | +0.2% | -8.01% | Trim |
| 12 | JPM | Jpmorgan Chase & Co | +0.2% | -0.37% | Trim |
| 13 | VIG | Vanguard Dividend Apprec ETF | +0.2% | +3.87% | Add |
| 14 | IJR | Ishares Core S&p Small-cap E | +0.1% | +9.89% | Add |
| 15 | GOOGL | Alphabet Inc-cl A | +0.1% | +4.90% | Add |
| 16 | VIGI | Vanguard Int Div App Indx Fd | +0.1% | +5.22% | Add |
| 17 | VBK | Vanguard Small-cap Grwth ETF | +0.1% | +14.28% | Add |
| 18 | VB | Vanguard Small-cap ETF | +0.1% | — | Add |
| 19 | META | Meta Platforms Inc-class A | +0.1% | -0.59% | Trim |
| 20 | VYM | Vanguard High Dvd Yield ETF | 0% | +9.53% | Add |
| 21 | AMZN | Amazon.com Inc | 0% | +1.10% | Add |
| 22 | VTV | Vanguard Value ETF | 0% | +10.71% | Add |
| 23 | 1B2 | Bitfarms Ltd/canada | 0% | — | Unchanged |
| 24 | VOE | Vanguard Mid-cap Value ETF | 0% | +10.89% | Add |
| 25 | DTM | Dt Midstream Inc | 0% | — | Unchanged |
| 26 | EMR | Emerson Electric Co | 0% | — | Trim |
| 27 | EFA | Ishares Msci Eafe ETF | — | -1.69% | Trim |
| 28 | ENB | Enbridge Inc | — | — | Unchanged |
| 29 | IBM | Intl Business Machines CORP | — | — | Unchanged |
| 30 | NOC | Northrop Grumman CORP | 0% | -6.56% | Trim |
| 31 | QCOM | Qualcomm Inc | 0% | — | Unchanged |
| 32 | LMT | Lockheed Martin CORP | 0% | — | Unchanged |
| 33 | BNTX | Biontech Se-adr | 0% | -0.17% | Trim |
| 34 | KWR | Quaker Chemical Corporation | 0% | — | Unchanged |
| 35 | WEC | Wec Energy Group Inc | 0% | — | Unchanged |
| 36 | VOT | Vanguard Mid-cap Growth ETF | 0% | -7.58% | Trim |
| 37 | MO | Altria Group Inc | 0% | -1.61% | Trim |
| 38 | AZNN | Astrazeneca Plc-spons Adr | 0% | — | Unchanged |
| 39 | LIN | Linde plc | 0% | — | Unchanged |
| 40 | MUA | Blackrock Muniassets Fund | 0% | — | Unchanged |
| 41 | TIP | Ishares Tips Bond ETF | 0% | — | Unchanged |
| 42 | GLD | Spdr Gold Shares | 0% | -3.36% | Trim |
| 43 | ETR | Entergy CORP | 0% | — | Unchanged |
| 44 | XLI | Ss Industrial Select Sector | 0% | -6.71% | Trim |
| 45 | MDT | Medtronic plc | 0% | — | Unchanged |
| 46 | ABBV | Abbvie Inc | 0% | -0.76% | Trim |
| 47 | CVX | Chevron CORP | 0% | — | Unchanged |
| 48 | VRP | Invesco Variable Rate Prefer | 0% | -4.25% | Trim |
| 49 | WMT | Walmart Inc | 0% | -22.69% | Trim |
| 50 | PM | Philip Morris International | 0% | — | Trim |
According to official SEC Form 13F filings, Finward Bancorp reported a total U.S. public equity portfolio value of $135.6M across 106 disclosed positions in Q3 2025.
During Q3 2025, Finward Bancorp's top holdings by market value included TQQQ (8.0%)、MSFT (6.9%)、VOO (5.4%). The largest single position, TQQQ, represented 8.0% of total portfolio value.
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Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
Top New Position Initiated
VWO
市值: $346.7K
Top Position Liquidated / Trimmed
GVI
前期市值: $837.6K
In Q3 2025, Finward Bancorp made 89 total portfolio adjustments, initiating 8 new buys, adding to 20 positions, trimming 55 holdings, and fully liquidating 6 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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