Top 50 Finward Bancorp Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD S&P 500 ETF | 6.55% | 12.6K | $8.6M | -1.12%(-142) | $542.43(+31.08%) | 2026-06-30 | |
| SKOR | FLEXSHARES TR | 6.44% | 175.0K | $8.5M | +5.71%(+9.45K) | $48.68(-1.47%) | 2026-06-30 | |
| CWB | STATE STREET SPDR BLOOMBERG | 5.74% | 70.2K | $7.6M | +0.07%(+50) | $77.44(+34.03%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 4.76% | 16.8K | $6.3M | -0.64%(-109) | $425.98(+18.02%) | 2026-06-30 | |
| VUG | VANGUARD GROWTH ETF (MKT) | 4.62% | 70.8K | $6.1M | +0.93%(+650) | $66.31(+34.32%) | 2026-06-30 | |
| QQQ | INVESCO QQQ TRUST | 4.37% | 7.8K | $5.8M | +3.66%(+276) | $509.77(+41.40%) | 2026-06-30 | |
| AAPL | APPLE INC | 3.91% | 17.8K | $5.2M | -0.66%(-119) | $232.35(+31.98%) | 2026-06-30 | |
| FNWD | FINWARD BANCORP | 3.66% | 131.4K | $4.8M | -0.15%(-200) | $30.05(+48.06%) | 2026-06-30 | |
| VIG | VANGUARD DIVIDEND APPREC IDX ETF | 2.59% | 14.4K | $3.4M | +2.02%(+286) | $201.29(+22.52%) | 2026-06-30 | |
| MGK | VANGUARD MEGA CAP GROWTH ETF | 2.12% | 31.8K | $2.8M | -0.29%(-94) | $65.12(+38.86%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (6 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | โ | โ | โ | โ | +29.89% |
| Top 20 Holdings Unweighted | โ | โ | โ | โ | +33.10% |
Finward Bancorp reports $131.85M in US-listed equity holdings across 107 positions in its most recent 13F filing. Its largest disclosed positions are VOO (6.5%), SKOR (6.4%) and CWB (5.7%). The top 20 holdings account for 61.74% of reported assets. Its disclosed equity book has returned +29.89% cumulatively over 6 quarters. Figures reflect the Q2 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