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CIK: 0000919864
Total reported value
$135.6M
$135.6M
104 檔
24.7%
During the Q1 2026 filing period, Finward Bancorp (CIK: 0000919864) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $135.6M across 104 reported positions.
In Q1 2026, Finward Bancorp adopted a defensive or profit-taking posture, trimming 42 positions and completely liquidating 4 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SKOR | Flexshares Credit-scored US | ETF-Other | 6.43% | -0.19% | +13.73% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 6.07% | -0.21% | +4.43% | |
| 3 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-Other | 5.13% | -0.41% | +1.40% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 5.01% | +1.37% | +0.12% | |
| 5 | VUG | Vanguard Growth ETF | ETF-Other | 4.08% | -0.16% | -3.55% | |
| 6 | FNWD | Finward Bancorp | Stock-Other | 3.82% | +0.29% | -3.47% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 3.64% | +0.54% | -1.71% | |
| 8 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 3.48% | -0.17% | +3.64% | |
| 9 | SPXL | Direxion Daily S&p 500 Bull | ETF-Large Cap & Growth | 2.60% | — | — | |
| 10 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 2.43% | -0.05% | +8.18% | |
| 11 | SPGP | Invesco S&p 500 Garp ETF | ETF-Large Cap & Growth | 2.41% | -0.14% | -2.00% | |
| 12 | TQQQ | Proshares Ultrapro Qqq | ETF-Other | 2.39% | +3.07% | NEW | |
| 13 | JNJ | Johnson & Johnson | Stock-Healthcare | 2.06% | -0.01% | -0.08% | |
| 14 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 1.88% | -0.18% | +0.74% | |
| 15 | FVD | First Trust Value Line Dvd | ETF-Other | 1.68% | -0.09% | -2.79% | |
| 16 | VGT | Vanguard Info Tech ETF | ETF-Tech | 1.60% | -0.15% | +1.85% | |
| 17 | MGV | Vanguard Mega Cap Value ETF | ETF-Other | 1.55% | — | -0.65% | |
| 18 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.55% | -0.03% | -0.24% | |
| 19 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.54% | -0.15% | +0.19% | |
| 20 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 1.35% | -0.13% | -5.56% | |
| 21 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 1.28% | -0.03% | +15.97% | |
| 22 | XLK | Ss Technology Select Sector | ETF-Tech | 1.25% | +0.02% | -4.51% | |
| 23 | WPM | Wheaton Precious Metals CORP | Stock-Materials | 1.19% | +0.15% | — | |
| 24 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.14% | -0.03% | +2.78% | |
| 25 | ABBV | Abbvie Inc | Stock-Healthcare | 1.12% | -0.03% | -1.83% | |
| 26 | NI | Nisource Inc | Stock-Utilities | 1.05% | -0.20% | -0.35% | |
| 27 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.02% | -0.09% | +7.35% | |
| 28 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.99% | -0.16% | -4.44% | |
| 29 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.90% | +0.04% | -0.44% | |
| 30 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.87% | -0.03% | -1.97% | |
| 31 | XOM | Exxon Mobil CORP | Stock-Energy | 0.87% | -0.66% | EXIT | |
| 32 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.86% | -0.03% | — | |
| 33 | WELL | Welltower Inc | Stock-Real Estate | 0.79% | +0.01% | -2.45% | |
| 34 | VTV | Vanguard Value ETF | ETF-Other | 0.77% | -0.10% | +29.68% | |
| 35 | GLD | Spdr Gold Shares | ETF-Commodities | 0.76% | +0.01% | -7.11% | |
| 36 | ETR | Entergy CORP | Stock-Utilities | 0.76% | -0.12% | — | |
| 37 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 0.71% | -0.11% | -2.55% | |
| 38 | DTE | Dte Energy Company | Stock-Utilities | 0.70% | -0.15% | — | |
| 39 | FDL | First Trust Morn Dvd Lead In | ETF-Other | 0.64% | -0.05% | — | |
| 40 | XLI | Ss Industrial Select Sector | ETF-Other | 0.63% | -0.09% | -0.20% | |
| 41 | DUK | Duke Energy CORP | Stock-Utilities | 0.62% | -0.08% | — | |
| 42 | V | Visa Inc-class A Shares | Stock-Financials | 0.62% | -0.01% | -2.49% | |
| 43 | NVDA | Nvidia CORP | Stock-Tech | 0.60% | +0.06% | -34.32% | |
| 44 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.56% | -0.04% | -0.77% | |
| 45 | BP | Bp Plc-spons Adr | Stock-Energy | 0.54% | +0.07% | — | |
| 46 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.54% | -0.15% | — | |
| 47 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.51% | +0.02% | -0.77% | |
| 48 | SO | Southern Co/the | Stock-Utilities | 0.51% | -0.07% | — | |
| 49 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.47% | -0.06% | -0.41% | |
| 50 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.47% | +0.11% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SKOR | Flexshares Credit-scored US | +0.9% | +13.73% | Add |
| 2 | JNJ | Johnson & Johnson | +0.4% | -0.08% | Trim |
| 3 | CWB | Ss Spdr Bb Conv Sec ETF | +0.3% | +1.40% | Add |
| 4 | XOM | Exxon Mobil CORP | +0.3% | -1.92% | Trim |
| 5 | VTV | Vanguard Value ETF | +0.2% | +29.68% | Add |
| 6 | VIG | Vanguard Dividend Apprec ETF | +0.2% | +8.18% | Add |
| 7 | VIGI | Vanguard Int Div App Indx Fd | +0.2% | +15.97% | Add |
| 8 | BP | Bp Plc-spons Adr | +0.2% | — | Unchanged |
| 9 | ETR | Entergy CORP | +0.2% | — | Unchanged |
| 10 | WPM | Wheaton Precious Metals CORP | +0.2% | — | Unchanged |
| 11 | VOO | Vanguard S&p 500 ETF | +0.1% | +4.43% | Add |
| 12 | NI | Nisource Inc | +0.1% | -0.35% | Trim |
| 13 | IJR | Ishares Core S&p Small-cap E | +0.1% | +7.35% | Add |
| 14 | VZ | Verizon Communications Inc | +0.1% | -0.77% | Trim |
| 15 | DTE | Dte Energy Company | +0.1% | — | Unchanged |
| 16 | FDL | First Trust Morn Dvd Lead In | +0.1% | — | Unchanged |
| 17 | VYM | Vanguard High Dvd Yield ETF | +0.1% | +2.78% | Add |
| 18 | FNWD | Finward Bancorp | +0.1% | -3.47% | Trim |
| 19 | KO | Coca-cola Co/the | +0.1% | -0.44% | Trim |
| 20 | CVX | Chevron CORP | +0.1% | — | Unchanged |
| 21 | DUK | Duke Energy CORP | +0.1% | — | Unchanged |
| 22 | VB | Vanguard Small-cap ETF | +0.1% | +16.31% | Add |
| 23 | IJH | Ishares Core S&p Midcap ETF | +0.1% | +0.19% | Add |
| 24 | T | At&t Inc | +0.1% | -0.69% | Trim |
| 25 | MGV | Vanguard Mega Cap Value ETF | +0.1% | -0.65% | Trim |
| 26 | AEP | American Electric Power | +0.1% | -0.91% | Trim |
| 27 | NOC | Northrop Grumman CORP | +0.1% | — | Unchanged |
| 28 | ENB | Enbridge Inc | +0.1% | — | Unchanged |
| 29 | SO | Southern Co/the | +0.1% | — | Unchanged |
| 30 | EXC | Exelon CORP | +0.1% | — | Unchanged |
| 31 | WELL | Welltower Inc | +0.1% | -2.45% | Trim |
| 32 | INTC | Intel CORP | +0.1% | — | Unchanged |
| 33 | LMT | Lockheed Martin CORP | +0.1% | — | Unchanged |
| 34 | WMT | Walmart Inc | +0.1% | — | Unchanged |
| 35 | PFE | Pfizer Inc | 0% | — | Unchanged |
| 36 | DTM | Dt Midstream Inc | 0% | — | Unchanged |
| 37 | XLI | Ss Industrial Select Sector | 0% | -0.20% | Trim |
| 38 | MO | Altria Group Inc | 0% | — | Unchanged |
| 39 | LIN | Linde plc | 0% | — | Unchanged |
| 40 | CSX | Csx CORP | 0% | — | Unchanged |
| 41 | PEP | Pepsico Inc | 0% | -2.97% | Trim |
| 42 | MAR | Marriott International -cl A | 0% | — | Unchanged |
| 43 | FVD | First Trust Value Line Dvd | 0% | -2.79% | Trim |
| 44 | PG | Procter & Gamble Co/the | 0% | — | Unchanged |
| 45 | GLD | Spdr Gold Shares | 0% | -7.11% | Trim |
| 46 | TRV | Travelers Cos Inc/the | 0% | — | Unchanged |
| 47 | QQQ | Invesco Qqq Trust Series 1 | 0% | +3.64% | Add |
| 48 | AGG | Ishares Core U.s. Aggregate | 0% | -0.77% | Trim |
| 49 | VWO | Vanguard Ftse Emerging Marke | 0% | -2.96% | Trim |
| 50 | VOE | Vanguard Mid-cap Value ETF | 0% | -2.24% | Trim |
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 Q1 2026.
During Q1 2026, Finward Bancorp's top holdings by market value included SKOR (6.4%)、VOO (6.1%)、CWB (5.1%). The largest single position, SKOR, represented 6.4% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SKOR, VOO, CWB) accounted for 24.7% of total reported equity market value during Q1 2026.
Top New Position Initiated
AZN
市值: $305.3K
Top Position Liquidated / Trimmed
AZNN
前期市值: $284.8K
In Q1 2026, Finward Bancorp made 65 total portfolio adjustments, initiating 4 new buys, adding to 15 positions, trimming 42 holdings, and fully liquidating 4 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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