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CIK: 0000919864
Total reported value
$135.6M
$135.6M
107 檔
27.3%
As reported in its official Q2 2026 Form 13F filing, Finward Bancorp's tracked investment portfolio stood at $135.6M with 107 total positions.
Finward Bancorp executed strategic sector rebalancing during Q2 2026, establishing 9 new positions while fully exiting 6 holdings and trimming 27 positions.
In terms of portfolio concentration, the top 5 core holdings (including VOO, SKOR, CWB) accounted for 27.3% of total reported equity market value during Q2 2026.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 6.55% | -0.21% | -1.12% | |
| 2 | SKOR | Flexshares Credit-scored US | ETF-Other | 6.44% | -0.19% | +5.71% | |
| 3 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-Other | 5.74% | -0.41% | +0.07% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 4.76% | +1.37% | -0.64% | |
| 5 | VUG | Vanguard Growth ETF | ETF-Other | 4.62% | -0.16% | +505.56% | |
| 6 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 4.37% | -0.17% | +3.66% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 3.91% | +0.54% | -0.66% | |
| 8 | FNWD | Finward Bancorp | Stock-Other | 3.66% | +0.29% | -0.15% | |
| 9 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 2.59% | -0.05% | +2.02% | |
| 10 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 2.12% | -0.18% | +398.53% | |
| 11 | VGT | Vanguard Info Tech ETF | ETF-Tech | 2.07% | -0.15% | +697.06% | |
| 12 | JNJ | Johnson & Johnson | Stock-Healthcare | 2.02% | -0.01% | -0.47% | |
| 13 | SPGP | Invesco S&p 500 Garp ETF | ETF-Large Cap & Growth | 1.84% | -0.14% | -29.31% | |
| 14 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.82% | -0.15% | +8.86% | |
| 15 | XLK | Ss Technology Select Sector | ETF-Tech | 1.72% | +0.02% | +1.28% | |
| 16 | MGV | Vanguard Mega Cap Value ETF | ETF-Other | 1.68% | — | +1.05% | |
| 17 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.63% | -0.03% | -0.46% | |
| 18 | FVD | First Trust Value Line Dvd | ETF-Other | 1.63% | -0.09% | -0.33% | |
| 19 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 1.34% | -0.03% | +4.14% | |
| 20 | ABBV | Abbvie Inc | Stock-Healthcare | 1.23% | -0.03% | — | |
| 21 | VTV | Vanguard Value ETF | ETF-Other | 1.21% | -0.10% | +48.31% | |
| 22 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.20% | -0.09% | +3.30% | |
| 23 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.19% | -0.03% | +3.59% | |
| 24 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 1.06% | -0.13% | +56.17% | |
| 25 | NI | Nisource Inc | Stock-Utilities | 1.01% | -0.20% | -0.09% | |
| 26 | WPM | Wheaton Precious Metals CORP | Stock-Materials | 0.97% | +0.15% | — | |
| 27 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.94% | -0.03% | — | |
| 28 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.91% | +0.04% | — | |
| 29 | WELL | Welltower Inc | Stock-Real Estate | 0.85% | +0.01% | -0.70% | |
| 30 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.83% | -0.03% | — | |
| 31 | INTC | Intel CORP | Stock-Tech | 0.83% | -0.20% | -0.25% | |
| 32 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 0.82% | -0.11% | +2.61% | |
| 33 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.82% | -0.16% | — | |
| 34 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.77% | -0.12% | — | |
| 35 | ETR | Entergy CORP | Stock-Utilities | 0.74% | -0.12% | — | |
| 36 | DTE | Dte Energy Company | Stock-Utilities | 0.69% | -0.15% | — | |
| 37 | V | Visa Inc-class A Shares | Stock-Financials | 0.66% | -0.01% | -0.98% | |
| 38 | XOM | Exxon Mobil CORP | Stock-Energy | 0.66% | -0.66% | EXIT | |
| 39 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.64% | -0.15% | — | |
| 40 | XLI | Ss Industrial Select Sector | ETF-Other | 0.64% | -0.09% | -7.18% | |
| 41 | GLD | Spdr Gold Shares | ETF-Commodities | 0.62% | +0.01% | — | |
| 42 | FDL | First Trust Morn Dvd Lead In | ETF-Other | 0.58% | -0.05% | — | |
| 43 | DUK | Duke Energy CORP | Stock-Utilities | 0.57% | -0.08% | -0.82% | |
| 44 | IMTM | Ishares Msci Intl Momentum F | ETF-Other | 0.54% | -0.02% | — | |
| 45 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.53% | -0.04% | — | |
| 46 | VB | Vanguard Small-cap ETF | ETF-Other | 0.50% | -0.04% | +9.71% | |
| 47 | TRV | Travelers Cos Inc/the | Stock-Financials | 0.50% | -0.01% | — | |
| 48 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.49% | -0.06% | +1.55% | |
| 49 | SO | Southern Co/the | Stock-Utilities | 0.48% | -0.07% | — | |
| 50 | HD | Home Depot Inc | Stock-Consumer Disc | 0.47% | -0.11% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | QQQ | Invesco Qqq Trust Series 1 | +0.9% | +3.66% | Add |
| 2 | XLU | St Sr Utl Sl Se Spdr Etf-usd | +0.8% | NEW | New buy |
| 3 | CWB | Ss Spdr Bb Conv Sec ETF | +0.6% | +0.07% | Add |
| 4 | INTC | Intel CORP | +0.6% | -0.25% | Trim |
| 5 | VUG | Vanguard Growth ETF | +0.5% | +505.56% | Add |
| 6 | IMTM | Ishares Msci Intl Momentum F | +0.5% | NEW | New buy |
| 7 | VOO | Vanguard S&p 500 ETF | +0.5% | -1.12% | Trim |
| 8 | VGT | Vanguard Info Tech ETF | +0.5% | +697.06% | Add |
| 9 | XLK | Ss Technology Select Sector | +0.5% | +1.28% | Add |
| 10 | VTV | Vanguard Value ETF | +0.4% | +48.31% | Add |
| 11 | IJH | Ishares Core S&p Midcap ETF | +0.3% | +8.86% | Add |
| 12 | AAPL | Apple Inc | +0.3% | -0.66% | Trim |
| 13 | MGK | Vanguard Mega Cap Growth ETF | +0.2% | +398.53% | Add |
| 14 | AMD | Advanced Micro Devices | +0.2% | NEW | New buy |
| 15 | CSCO | Cisco Systems Inc | +0.2% | NEW | New buy |
| 16 | IJR | Ishares Core S&p Small-cap E | +0.2% | +3.30% | Add |
| 17 | QQQJ | Invesco Nasdaq Next Gen 100 | +0.2% | NEW | New buy |
| 18 | IWF | Ishares Russell 1000 Growth | +0.2% | NEW | New buy |
| 19 | VIG | Vanguard Dividend Apprec ETF | +0.2% | +2.02% | Add |
| 20 | DLTR | Dollar Tree Inc | +0.2% | NEW | New buy |
| 21 | LRCX | Lam Research CORP | +0.2% | NEW | New buy |
| 22 | LLY | Eli Lilly & Co | +0.1% | +25.35% | Add |
| 23 | MGV | Vanguard Mega Cap Value ETF | +0.1% | +1.05% | Add |
| 24 | ABBV | Abbvie Inc | +0.1% | — | Unchanged |
| 25 | VOT | Vanguard Mid-cap Growth ETF | +0.1% | +2.61% | Add |
| 26 | GOOGL | Alphabet Inc-cl A | +0.1% | — | Unchanged |
| 27 | JPM | Jpmorgan Chase & Co | +0.1% | -0.46% | Trim |
| 28 | VB | Vanguard Small-cap ETF | +0.1% | +9.71% | Add |
| 29 | QCOM | Qualcomm Inc | +0.1% | — | Unchanged |
| 30 | AMZN | Amazon.com Inc | +0.1% | — | Unchanged |
| 31 | VIGI | Vanguard Int Div App Indx Fd | +0.1% | +4.14% | Add |
| 32 | WELL | Welltower Inc | +0.1% | -0.70% | Trim |
| 33 | VBK | Vanguard Small-cap Grwth ETF | +0.1% | — | Unchanged |
| 34 | KEEL | Keel Infrastructure CORP | +0.1% | NEW | New buy |
| 35 | VYM | Vanguard High Dvd Yield ETF | +0.1% | +3.59% | Add |
| 36 | V | Visa Inc-class A Shares | 0% | -0.98% | Trim |
| 37 | KWR | Quaker Chemical Corporation | 0% | — | Unchanged |
| 38 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | -0.88% | Trim |
| 39 | TRV | Travelers Cos Inc/the | 0% | — | Unchanged |
| 40 | VHT | Vanguard Health Care ETF | 0% | +1.39% | Add |
| 41 | GS | Goldman Sachs Group Inc | 0% | — | Unchanged |
| 42 | EFA | Ishares Msci Eafe ETF | 0% | +1.55% | Add |
| 43 | MAR | Marriott International -cl A | 0% | — | Unchanged |
| 44 | VTI | Vanguard Total Stock Mkt ETF | 0% | — | Unchanged |
| 45 | CSX | Csx CORP | 0% | — | Unchanged |
| 46 | PM | Philip Morris International | 0% | — | Unchanged |
| 47 | VBR | Vanguard Small-cap Value ETF | 0% | — | Unchanged |
| 48 | IBM | Intl Business Machines CORP | 0% | — | Unchanged |
| 49 | DE | Deere & Co | 0% | — | Unchanged |
| 50 | SKOR | Flexshares Credit-scored US | 0% | +5.71% | Add |
According to official SEC Form 13F filings, Finward Bancorp reported a total U.S. public equity portfolio value of $135.6M across 107 disclosed positions in Q2 2026.
During Q2 2026, Finward Bancorp's top holdings by market value included VOO (6.5%)、SKOR (6.4%)、CWB (5.7%). The largest single position, VOO, represented 6.5% of total portfolio value.
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Top New Position Initiated
XLU
市值: $1.0M
Top Position Liquidated / Trimmed
SPXL
前期市值: $3.3M
In Q2 2026, Finward Bancorp made 63 total portfolio adjustments, initiating 9 new buys, adding to 21 positions, trimming 27 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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