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CIK: 0000919864
Total reported value
$135.6M
$135.6M
104 檔
25.8%
At the close of Q4 2025, Finward Bancorp disclosed equity holdings valued at approximately $135.6M, spread across 104 reported holdings.
In Q4 2025, Finward Bancorp adopted a defensive or profit-taking posture, trimming 47 positions and completely liquidating 7 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, VOO, SKOR) accounted for 25.8% of total reported equity market value during Q4 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 6.35% | +1.37% | -2.87% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 5.93% | -0.21% | +4.35% | |
| 3 | SKOR | Flexshares Credit-scored US | ETF-Other | 5.55% | -0.19% | +27.77% | |
| 4 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-Other | 4.79% | -0.41% | -1.94% | |
| 5 | VUG | Vanguard Growth ETF | ETF-Other | 4.59% | -0.16% | -2.26% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 3.85% | +0.54% | -0.88% | |
| 7 | FNWD | Finward Bancorp | Stock-Other | 3.72% | +0.29% | -0.40% | |
| 8 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 3.47% | -0.17% | +0.54% | |
| 9 | SPXL | Direxion Daily S&p 500 Bull | ETF-Large Cap & Growth | 3.01% | — | — | |
| 10 | TQQQ | Proshares Ultrapro Qqq | ETF-Other | 2.94% | +3.07% | NEW | |
| 11 | SPGP | Invesco S&p 500 Garp ETF | ETF-Large Cap & Growth | 2.53% | -0.14% | -3.75% | |
| 12 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 2.23% | -0.05% | +10.72% | |
| 13 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 2.03% | -0.18% | -1.28% | |
| 14 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.70% | -0.01% | -0.10% | |
| 15 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.65% | -0.03% | -0.97% | |
| 16 | FVD | First Trust Value Line Dvd | ETF-Other | 1.65% | -0.09% | -1.74% | |
| 17 | VGT | Vanguard Info Tech ETF | ETF-Tech | 1.64% | -0.15% | -2.64% | |
| 18 | MGV | Vanguard Mega Cap Value ETF | ETF-Other | 1.48% | — | -0.82% | |
| 19 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.46% | -0.15% | -1.40% | |
| 20 | XLK | Ss Technology Select Sector | ETF-Tech | 1.38% | +0.02% | +105.17% | |
| 21 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 1.36% | -0.13% | -12.77% | |
| 22 | ABBV | Abbvie Inc | Stock-Healthcare | 1.16% | -0.03% | — | |
| 23 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 1.11% | -0.03% | +8.15% | |
| 24 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.04% | -0.03% | -8.70% | |
| 25 | WPM | Wheaton Precious Metals CORP | Stock-Materials | 1.04% | +0.15% | — | |
| 26 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.99% | -0.16% | -0.29% | |
| 27 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.95% | -0.03% | -0.67% | |
| 28 | NVDA | Nvidia CORP | Stock-Tech | 0.95% | +0.06% | -20.95% | |
| 29 | NI | Nisource Inc | Stock-Utilities | 0.92% | -0.20% | +3.67% | |
| 30 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.90% | -0.09% | +2.86% | |
| 31 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.83% | -0.03% | -7.61% | |
| 32 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.81% | +0.04% | -0.44% | |
| 33 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 0.77% | -0.11% | — | |
| 34 | GLD | Spdr Gold Shares | ETF-Commodities | 0.74% | +0.01% | — | |
| 35 | WELL | Welltower Inc | Stock-Real Estate | 0.73% | +0.01% | -5.30% | |
| 36 | V | Visa Inc-class A Shares | Stock-Financials | 0.71% | -0.01% | — | |
| 37 | XOM | Exxon Mobil CORP | Stock-Energy | 0.61% | -0.66% | EXIT | |
| 38 | ETR | Entergy CORP | Stock-Utilities | 0.61% | -0.12% | — | |
| 39 | DTE | Dte Energy Company | Stock-Utilities | 0.60% | -0.15% | — | |
| 40 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.60% | -0.05% | -32.88% | |
| 41 | XLI | Ss Industrial Select Sector | ETF-Other | 0.59% | -0.09% | +2.73% | |
| 42 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.57% | -0.15% | -2.09% | |
| 43 | VTV | Vanguard Value ETF | ETF-Other | 0.56% | -0.10% | +4.49% | |
| 44 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.55% | -0.04% | — | |
| 45 | DUK | Duke Energy CORP | Stock-Utilities | 0.54% | -0.08% | -1.74% | |
| 46 | FDL | First Trust Morn Dvd Lead In | ETF-Other | 0.54% | -0.05% | -1.57% | |
| 47 | ABT | Abbott Laboratories | Stock-Healthcare | 0.54% | +0.02% | — | |
| 48 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.52% | +0.11% | +1.79% | |
| 49 | BND | Vanguard Total Bond Market | ETF-Other | 0.47% | -0.02% | -3.49% | |
| 50 | HD | Home Depot Inc | Stock-Consumer Disc | 0.47% | -0.11% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SKOR | Flexshares Credit-scored US | +1.3% | +27.77% | Add |
| 2 | VOO | Vanguard S&p 500 ETF | +0.5% | +4.35% | Add |
| 3 | FNWD | Finward Bancorp | +0.4% | -0.40% | Trim |
| 4 | VIG | Vanguard Dividend Apprec ETF | +0.3% | +10.72% | Add |
| 5 | AAPL | Apple Inc | +0.3% | -0.88% | Trim |
| 6 | JNJ | Johnson & Johnson | +0.2% | -0.10% | Trim |
| 7 | QQQ | Invesco Qqq Trust Series 1 | +0.2% | +0.54% | Add |
| 8 | GOOGL | Alphabet Inc-cl A | +0.1% | -2.09% | Trim |
| 9 | VIGI | Vanguard Int Div App Indx Fd | +0.1% | +8.15% | Add |
| 10 | XLK | Ss Technology Select Sector | +0.1% | +105.17% | Add |
| 11 | LLY | Eli Lilly & Co | +0.1% | — | Unchanged |
| 12 | GLD | Spdr Gold Shares | +0.1% | — | Unchanged |
| 13 | WPM | Wheaton Precious Metals CORP | +0.1% | — | Unchanged |
| 14 | VUG | Vanguard Growth ETF | +0.1% | -2.26% | Trim |
| 15 | MGK | Vanguard Mega Cap Growth ETF | +0.1% | -1.28% | Trim |
| 16 | VHT | Vanguard Health Care ETF | +0.1% | — | Unchanged |
| 17 | AMZN | Amazon.com Inc | +0.1% | -0.67% | Trim |
| 18 | KO | Coca-cola Co/the | +0.1% | -0.44% | Trim |
| 19 | IJR | Ishares Core S&p Small-cap E | +0.1% | +2.86% | Add |
| 20 | MGV | Vanguard Mega Cap Value ETF | +0.1% | -0.82% | Trim |
| 21 | UPS | United Parcel Service-cl B | +0.1% | — | Unchanged |
| 22 | VTV | Vanguard Value ETF | +0.1% | +4.49% | Add |
| 23 | JPM | Jpmorgan Chase & Co | +0.1% | -0.97% | Trim |
| 24 | AZNN | Astrazeneca Plc-spons Adr | 0% | — | Unchanged |
| 25 | MAR | Marriott International -cl A | 0% | -4.48% | Trim |
| 26 | ELV | Elevance Health Inc | 0% | — | Unchanged |
| 27 | XLF | Ss Financial Select Sector | 0% | +4.46% | Add |
| 28 | WMT | Walmart Inc | 0% | — | Unchanged |
| 29 | VB | Vanguard Small-cap ETF | 0% | +6.18% | Add |
| 30 | INTC | Intel CORP | 0% | — | Unchanged |
| 31 | V | Visa Inc-class A Shares | 0% | — | Unchanged |
| 32 | XLI | Ss Industrial Select Sector | 0% | +2.73% | Add |
| 33 | TRV | Travelers Cos Inc/the | 0% | — | Unchanged |
| 34 | IJH | Ishares Core S&p Midcap ETF | 0% | -1.40% | Trim |
| 35 | VRP | Invesco Variable Rate Prefer | 0% | +7.99% | Add |
| 36 | VTI | Vanguard Total Stock Mkt ETF | 0% | +3.70% | Add |
| 37 | IBM | Intl Business Machines CORP | 0% | — | Unchanged |
| 38 | EFA | Ishares Msci Eafe ETF | 0% | -1.29% | Trim |
| 39 | FDL | First Trust Morn Dvd Lead In | 0% | -1.57% | Trim |
| 40 | MCD | Mcdonald's CORP | 0% | -0.29% | Trim |
| 41 | NI | Nisource Inc | 0% | +3.67% | Add |
| 42 | FVD | First Trust Value Line Dvd | 0% | -1.74% | Trim |
| 43 | DTM | Dt Midstream Inc | 0% | — | Unchanged |
| 44 | XOM | Exxon Mobil CORP | 0% | -7.75% | Trim |
| 45 | KWR | Quaker Chemical Corporation | 0% | — | Unchanged |
| 46 | QCOM | Qualcomm Inc | 0% | — | Unchanged |
| 47 | AEP | American Electric Power | 0% | -4.13% | Trim |
| 48 | ETR | Entergy CORP | 0% | — | Unchanged |
| 49 | VBR | Vanguard Small-cap Value ETF | 0% | — | Unchanged |
| 50 | MDT | Medtronic plc | 0% | — | Unchanged |
According to official SEC Form 13F filings, Finward Bancorp reported a total U.S. public equity portfolio value of $135.6M across 104 disclosed positions in Q4 2025.
During Q4 2025, Finward Bancorp's top holdings by market value included MSFT (6.3%)、VOO (5.9%)、SKOR (5.5%). The largest single position, MSFT, represented 6.3% of total portfolio value.
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Top New Position Initiated
SPXL
市值: $3.9M
Top Position Liquidated / Trimmed
FISV
前期市值: $355.6K
In Q4 2025, Finward Bancorp made 75 total portfolio adjustments, initiating 5 new buys, adding to 16 positions, trimming 47 holdings, and fully liquidating 7 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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