Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Finward Bancorp (CIK 919864) reported $131.9M across 107 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: VOO ($8.6M, 6.55%), SKOR ($8.5M, 6.44%), CWB ($7.6M, 5.74%), MSFT ($6.3M, 4.76%), VUG ($6.1M, 4.62%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD S&P 500 ETF | $8.6M | 6.55% | 12,575 | Trimmed |
| 2 | SKOR | FLEXSHARES TR | $8.5M | 6.44% | 174,995 | Added |
| 3 | CWB | STATE STREET SPDR BLOOMBERG | $7.6M | 5.74% | 70,187 | Added |
| 4 | MSFT | MICROSOFT CORP | $6.3M | 4.76% | 16,834 | Trimmed |
| 5 | VUG | VANGUARD GROWTH ETF (MKT) | $6.1M | 4.62% | 70,778 | Added |
| 6 | QQQ | INVESCO QQQ TRUST | $5.8M | 4.37% | 7,818 | Added |
| 7 | AAPL | APPLE INC | $5.2M | 3.91% | 17,826 | Trimmed |
| 8 | FNWD | FINWARD BANCORP | $4.8M | 3.66% | 131,360 | Trimmed |
| 9 | VIG | VANGUARD DIVIDEND APPREC IDX ETF | $3.4M | 2.59% | 14,416 | Added |
| 10 | MGK | VANGUARD MEGA CAP GROWTH ETF | $2.8M | 2.12% | 31,846 | Added |
| 11 | VGT | VANGUARD INFORMATION TECHNOLOGY | $2.7M | 2.07% | 22,796 | Added |
| 12 | JNJ | JOHNSON & JOHNSON | $2.7M | 2.02% | 10,503 | Trimmed |
| 13 | SPGP | INVESCO S&P 500 GARP ETF | $2.4M | 1.84% | 19,789 | Trimmed |
| 14 | IJH | ISHARES CORE S&P MID-CAP (MKT) | $2.4M | 1.82% | 31,036 | Added |
| 15 | XLK | STATE STREET TECHNOLOGY SELECT | $2.3M | 1.72% | 11,899 | Added |
| 16 | MGV | VANGUARD MEGA CAP VALUE ETF | $2.2M | 1.68% | 13,555 | Added |
| 17 | FVD | FIRST TRUST VALUE LINE DIVIDEND | $2.1M | 1.63% | 44,553 | Trimmed |
| 18 | JPM | JPMORGAN CHASE & CO | $2.1M | 1.63% | 6,563 | Trimmed |
| 19 | VIGI | VANGUARD INTL DIV APPREC ETF | $1.8M | 1.34% | 18,864 | Added |
| 20 | ABBV | ABBVIE INC | $1.6M | 1.23% | 6,446 | Hold |
| 21 | VTV | VANGUARD VALUE ETF (MKT) | $1.6M | 1.21% | 7,291 | Added |
| 22 | IJR | ISHARES CORE S&P SMALL-CAP (MKT) | $1.6M | 1.20% | 10,642 | Added |
| 23 | VYM | VANGUARD HIGH DIVIDEND YIELD | $1.6M | 1.19% | 9,958 | Added |
| 24 | NOBL | PROSHARES S&P 500 DIVIDEND | $1.4M | 1.06% | 24,872 | Added |
| 25 | NI | NISOURCE INC | $1.3M | 1.01% | 28,133 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30