Finward Bancorp

Holdings as of Jun 30, 2026 · filed Jul 16, 2026

$131854305
Portfolio value
107
Positions
Source: SEC 13-F ↗
Original filing
# Holding Value % Port. Δ Shares Change (QoQ)
1 Vanguard S&P 500 Etf $8636632 6.55% -142 -1.12%
2 Flexshares Tr $8494267 6.44% +9448 +5.71%
3 State Street Spdr Bloomberg $7567563 5.74% +50 +0.07%
4 Microsoft Corp $6279421 4.76% -109 -0.64%
5 Vanguard Growth Etf (Mkt) $6096822 4.62% +59090 +505.56%
6 Invesco Qqq Trust $5757176 4.37% +276 +3.66%
7 Apple Inc $5158132 3.91% -119 -0.66%
8 Finward Bancorp $4831434 3.66% -200 -0.15%
9 Vanguard Dividend Apprec Idx Etf $3411117 2.59% +286 +2.02%
10 Vanguard Mega Cap Growth Etf $2799587 2.12% +25458 +398.53%
11 Vanguard Information Technology $2724579 2.07% +19936 +697.06%
12 Johnson & Johnson $2667449 2.02% -50 -0.47%
13 Invesco S&P 500 Garp Etf $2419998 1.84% -8205 -29.31%
14 Ishares Core S&P Mid-Cap (Mkt) $2393191 1.82% +2525 +8.86%
15 State Street Technology Select $2266999 1.72% +150 +1.28%
16 Vanguard Mega Cap Value Etf $2215566 1.68% +141 +1.05%
17 Jpmorgan Chase & Co $2148268 1.63% -30 -0.46%
18 First Trust Value Line Dividend $2146564 1.63% -147 -0.33%
19 Vanguard Intl Div Apprec Etf $1761522 1.34% +750 +4.14%
20 Abbvie Inc $1622072 1.23% Held
21 Vanguard Value Etf (Mkt) $1588927 1.21% +2375 +48.31%
22 Ishares Core S&P Small-Cap (Mkt) $1578318 1.20% +340 +3.30%
23 Vanguard High Dividend Yield $1573665 1.19% +345 +3.59%
24 Proshares S&P 500 Dividend $1396810 1.06% +8946 +56.17%
25 Nisource Inc $1337725 1.01% -25 -0.09%
26 Wheaton Precious Metals Corp $1280448 0.97% Held
27 Amazon Com Inc Sr Glbl Nt $1242463 0.94% Held
28 Coca Cola Co $1201740 0.91% Held
29 Welltower Inc $1120323 0.85% -35 -0.70%
30 Procter & Gamble Co $1097305 0.83% Held
31 Intel Corp $1096654 0.83% -20 -0.25%
32 Vanguard Mid-Cap Growth Etf $1082776 0.82% +90 +2.61%
33 Mcdonalds Corp Com $1082052 0.82% Held
34 Utilities Select Sector Spdrr $1016114 0.77% NEW BUY
35 Entergy Corp $971716 0.74% Held
36 Dte Energy Co $914220 0.69% Held
37 Visa Inc $866305 0.66% -25 -0.98%
38 Exxon Mobil Corp $865028 0.66% -60 -0.94%
39 Alphabet Inc $839105 0.64% Held
40 State Street Industrial Select $838724 0.64% -350 -7.18%
41 Spdr Gold Shares (Mkt) $817806 0.62% Held
42 First Trust Morningstar Div $761820 0.58% Held
43 Duke Energy Corp $746065 0.57% -49 -0.82%
44 Ishares Edge Msci Intl Momentum $714997 0.54% NEW BUY
45 Ishares Core Us Aggbd Bd Etf $700482 0.53% Held
46 Vanguard Small Cap Etf (Mkt) $664136 0.50% +194 +9.71%
47 Travelers Companies Inc $660240 0.50% Held
48 Ishares Msci Eafe (Mkt) $644784 0.49% +95 +1.55%
49 Southern Company $630346 0.48% Held
50 Home Depot Inc Sr Glbl Nt $618601 0.47% Held
51 Vanguard Small Cap Growth Etf $605235 0.46% Held
52 Berkshire Hathaway Inc $594464 0.45% Held
53 American Electric Power Inc $591294 0.45% -50 -1.14%
54 Vanguard Health Care Etf (Mkt) $590248 0.45% +27 +1.39%
55 State Street Spdr S&P 500 Etf $588455 0.45% -7 -0.88%
56 Meta Platforms Inc $575122 0.44% Held
57 Verizon Communications Inc $541024 0.41% -45 -0.35%
58 State Street Financial Select $538834 0.41% -770 -7.12%
59 Enbridge Inc $534782 0.41% Held
60 Eli Lilly & Co $533747 0.40% +90 +25.35%
61 Bp Plc $533485 0.40% Held
62 Nvidia Corporation $511832 0.39% -1748 -40.59%
63 Abbott Laboratories $494623 0.38% Held
64 Walmart Inc $459722 0.35% Held
65 Exelon Corp $452075 0.34% +121 +1.26%
66 Philip Morris Intl Inc $442506 0.34% Held
67 Medtronic Plc $438088 0.33% Held
68 Pepsico Inc $429082 0.33% -158 -4.75%
69 Marriott International Inc $419137 0.32% Held
70 Elevance Health $414188 0.31% -232 -17.81%
71 Vanguard Mid-Cap Value Etf (Mkt) $387692 0.29% Held
72 At&T Inc $383944 0.29% -270 -1.43%
73 United Parcel Service $383777 0.29% Held
74 Qualcomm Inc $365885 0.28% Held
75 Vanguard Emerging Markets Stock $352769 0.27% Held
76 Vanguard Small Cap Value Etf $341645 0.26% Held
77 Altria Group Inc $331477 0.25% Held
78 Paychex Inc $328817 0.25% Held
79 Quaker Chem Corp $328067 0.25% Held
80 Dt Midstream Inc $320627 0.24% Held
81 Vanguard Total Stock Market Etf $311203 0.24% Held
82 Vanguard Total Bond Market Etf $303036 0.23% -3203 -43.69%
83 Emerson Elec Co $294889 0.22% Held
84 Astrazeneca Plc $293532 0.22% Held
85 Csx Corp $288602 0.22% Held
86 Advanced Micro Devices Inc $284646 0.22% NEW BUY
87 Northrop Grumman Corp $280121 0.21% -20 -3.51%
88 Pfizer Inc $274800 0.21% Held
89 Costco Wholesale Corp $271286 0.21% Held
90 Linde Plc $268291 0.20% Held
91 Chevron Corp $266708 0.20% Held
92 Invesco Variable Rate Preferred $266074 0.20% Held
93 Chipotle Mexican Grill Inc $255000 0.19% Held
94 Cisco Sys Inc $253597 0.19% NEW BUY
95 International Business Machs Sr $253089 0.19% Held
96 Goldman Sachs Group Inc $245764 0.19% Held
97 Vanguard Real Estate Etf $244161 0.19% -280 -9.96%
98 Invesco Nasdaq Nxt Gen 100 $235379 0.18% NEW BUY
99 Ishares Russell 1000 Growth $232446 0.18% NEW BUY
100 Deere & Company $230897 0.18% Held
101 Lockheed Martin Corp $218559 0.17% -27 -5.92%
102 Wec Energy Group Inc $215207 0.16% Held
103 Bristol-Myers Squibb Co $212906 0.16% Held
104 Dollar Tree Inc $209244 0.16% NEW BUY
105 Lam Research Corp $203665 0.15% NEW BUY
106 Ishares Tips Bond (Mkt) $203102 0.15% Held
107 Keel Infrastructure Corp $77404 0.06% NEW BUY

Closed last quarter

Direxion Daily S&P 500 Bull 3x Proshares Ultrapro Qqq American Century Diversified Biontech Se Invesco S&P 500 High Div Low Vol Keel Infrastructure Corp

Holdings disclosed quarterly to the SEC on Form 13-F and may be up to 45 days old. Values as reported. For research only — not investment advice.