§ 13F · FUND PROFILE
Finward Bancorp.
Institutional filer · behavioral pattern: Dealer / Bank. Summary pending.
AUM · $127M (13F)Positions · 173Turnover · — · Q1Filed · Apr 10, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$837K deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 10, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | SKOR | FLEXSHARES TR | 145K | $7M | 5.6% | +14% |
| 2 | VOO | VANGUARD S&P 500 ETF | 11K | $6M | 5.1% | +4% |
| 3 | VUG | VANGUARD GROWTH ETF (MKT) | 11K | $5M | 3.9% | −4% |
| 4 | MSFT | MICROSOFT CORP | 13K | $5M | 3.7% | ±0% |
| 5 | CWB | STATE STREET SPDR BLOOMBERG | 48K | $4M | 3.5% | +1% |
| 6 | QQQ | INVESCO QQQ TRUST | 8K | $4M | 3.5% | +4% |
| 7 | FNWD | FINWARD BANCORP | 97K | $4M | 2.8% | −3% |
| 8 | AAPL | APPLE INC | 13K | $3M | 2.7% | −2% |
| 9 | SPXL | DIREXION DAILY S&P 500 BULL 3X | 14K | $3M | 2.1% | ±0% |
| 10 | VIG | VANGUARD DIVIDEND APPREC IDX ETF | 12K | $3M | 2.1% | +8% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE FINWARD SIGNAL
AC read
Finward Bancorp is a Dealer / Bank fund managing $127 million in assets. The fund runs a portfolio of 173 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed