Top 50 Finward Bancorp Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD S&P 500 ETF | 6.34% | 12.3K | $8.6M | -2.47%(-311) | $542.43(+29.90%) | 2026-09-30 | |
| SKOR | NORTHERN TRUST CREDIT-SCORED US | 6.25% | 181.2K | $8.5M | +3.53%(+6.18K) | $48.64(-3.52%) | 2026-09-30 | |
| MSFT | MICROSOFT CORP | 6.13% | 16.2K | $8.3M | -3.78%(-636) | $425.98(+25.25%) | 2026-09-30 | |
| CWB | STATE STREET SPDR BLOOMBERG | 5.33% | 71.4K | $7.2M | +1.79%(+1.25K) | $77.91(+22.38%) | 2026-09-30 | |
| VUG | VANGUARD MORNINGSTAR GROWTH ETF | 4.46% | 67.1K | $6.1M | -5.13%(-3.63K) | $66.31(+33.95%) | 2026-09-30 | |
| AAPL | APPLE INC | 4.45% | 18.1K | $6.0M | +1.69%(+301) | $233.66(+46.77%) | 2026-09-30 | |
| QQQ | INVESCO QQQ TRUST | 4.2% | 7.7K | $5.7M | -1.43%(-112) | $509.77(+40.92%) | 2026-09-30 | |
| FNWD | FINWARD BANCORP | 3.95% | 128.8K | $5.4M | -1.97%(-2.59K) | $30.05(+38.49%) | 2026-09-30 | |
| TQQQ | PROSHARES ULTRAPRO QQQ | 3.07% | 53.4K | $4.2M | new | $36.88(+91.56%) | 2026-09-30 | |
| VIG | VANGUARD DIVIDEND APPREC IDX ETF | 2.54% | 14.8K | $3.4M | +2.57%(+370) | $202.13(+19.24%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (7 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | โ | โ | โ | โ | +35.77% |
| Top 20 Holdings Unweighted | โ | โ | โ | โ | +37.87% |
Finward Bancorp reports $135.62M in US-listed equity holdings across 103 positions in its most recent 13F filing. Its largest disclosed positions are VOO (6.3%), SKOR (6.3%) and MSFT (6.1%). The top 20 holdings account for 63.83% of reported assets. Its disclosed equity book has returned +35.77% cumulatively over 7 quarters. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Finward Bancorpโs Form 13F filings with the U.S. Securities and Exchange Commission (CIK 919864). View Finward Bancorpโs 13F filings on SEC