Finward Bancorp

13F filer · CIK 0000919864

Reported Jul 16, 2026

Net buyer this quarter

13F portfolio value$132MU.S. long equity reported on 13F

Positions735 new · 1 closed

Net flow last quarter+$111KBuys minus sells

Top 10 positions weight25.5%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 16, 202673 positions
MSFTMicrosoft Corp	$6.28M	4.76%	0.00%	-0.6%	Q4 2024
QQQInvesco QQQ Trust, Series 1	$5.76M	4.37%	Not reported	+3.7%	Q4 2024
AAPLApple Inc.	$5.16M	3.91%	0.00%	-0.7%	Q4 2024
FNWDFinward Bancorp	$4.83M	3.66%	3.03%	-0.2%	Q4 2024
JNJJohnson & Johnson	$2.67M	2.02%	0.00%	-0.5%	Q4 2024
JPMJPMorgan Chase & Co	$2.15M	1.63%	0.00%	-0.5%	Q4 2024
FVDFirst Trust Value Line Dividend Fund	$2.15M	1.63%	Not reported	-0.3%	Q4 2024
ABBVAbbVie Inc.	$1.62M	1.23%	0.00%	Not reported	Q4 2024
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$1.57M	1.19%	Not reported	+3.6%	Q4 2024
NOBLNoble International, Ltd.	$1.4M	1.06%	Not reported	-21.9%	Q4 2024
NINisource Inc.	$1.34M	1.01%	0.01%	-0.1%	Q4 2024
WPMWheaton Precious Metals Corp.	$1.28M	0.97%	0.00%	Not reported	Q4 2024
AMZNAmazon Com Inc	$1.24M	0.94%	0.00%	Not reported	Q4 2024
KOCoca Cola Co	$1.2M	0.91%	0.00%	Not reported	Q4 2024
WELLWelltower Inc.	$1.12M	0.85%	0.00%	-0.7%	Q4 2024
PGPROCTER & GAMBLE Co	$1.1M	0.83%	0.00%	Not reported	Q4 2024
INTCIntel Corp	$1.1M	0.83%	0.00%	-0.3%	Q3 2025
VOTVan Kampen Municipal Opportunity Trust II	$1.08M	0.82%	Not reported	+2.6%	Q4 2024
MCDMcdonalds Corp	$1.08M	0.82%	0.00%	Not reported	Q4 2024
ETREntergy Corp	$972K	0.74%	0.00%	Not reported	Q4 2024
DTEDte Energy Co	$914K	0.69%	0.00%	Not reported	Q4 2024
VVisa Inc.	$866K	0.66%	0.00%	-1.0%	Q4 2024
XOMExxonMobil Holdings Corp	$865K	0.66%	0.00%	-0.9%	Q4 2024
GOOGLAlphabet Inc.	$839K	0.64%	0.00%	Not reported	Q4 2024
GLDSPDR Gold Trust	$818K	0.62%	0.00%	Not reported	Q4 2024
DUKDuke Energy CORP	$746K	0.57%	0.00%	-0.8%	Q4 2024
TRVTravelers Companies, Inc.	$660K	0.50%	0.00%	Not reported	Q4 2024
SOSouthern Co	$630K	0.48%	0.00%	Not reported	Q4 2024
HDHome Depot, Inc.	$619K	0.47%	0.00%	Not reported	Q4 2024
BRK.BBerkshire Hathaway Inc	$594K	0.45%	Not reported	Not reported	Q4 2024
AEPAmerican Electric Power Co Inc	$591K	0.45%	0.00%	-1.1%	Q4 2024
SPYSPDR S&P 500 ETF Trust	$588K	0.45%	Not reported	-0.9%	Q4 2024
METAMeta Platforms, Inc.	$575K	0.44%	Not reported	Not reported	Q4 2024
VZVerizon Communications Inc	$541K	0.41%	0.00%	-0.4%	Q4 2024
ENBEnbridge Inc	$535K	0.41%	0.00%	Not reported	Q4 2024
LLYELI LILLY & Co	$534K	0.40%	0.00%	+25.4%	Q4 2024
BPBP PLC	$533K	0.40%	Not reported	Not reported	Q4 2024
NVDANvidia Corp	$512K	0.39%	0.00%	-40.6%	Q4 2024
ABTAbbott Laboratories	$495K	0.38%	0.00%	Not reported	Q4 2024
WMTWalmart Inc.	$460K	0.35%	0.00%	Not reported	Q4 2024
EXCExelon Corp	$452K	0.34%	0.00%	+1.3%	Q4 2024
PMPhilip Morris International Inc.	$443K	0.34%	0.00%	Not reported	Q4 2024
MDTMedtronic plc	$438K	0.33%	0.00%	Not reported	Q4 2024
PEPPepsico Inc	$429K	0.33%	0.00%	-4.8%	Q4 2024
MARMarriott International Inc	$419K	0.32%	0.00%	Not reported	Q4 2024
ELVElevance Health, Inc.	$414K	0.31%	0.00%	-17.8%	Q4 2024
TAt&T Inc.	$384K	0.29%	0.00%	-1.4%	Q4 2024
UPSUnited Parcel Service Inc	$384K	0.29%	0.00%	Not reported	Q4 2024
QCOMQualcomm Inc	$366K	0.28%	0.00%	Not reported	Q4 2024
MOAltria Group, Inc.	$331K	0.25%	0.00%	Not reported	Q4 2024

Q1 2026Reported Apr 10, 202669 positions
MSFTMicrosoft Corp	$6.27M	5.01%	0.00%	+0.1%	Q4 2024
FNWDFinward Bancorp	$4.78M	3.82%	3.04%	-3.5%	Q4 2024
AAPLApple Inc.	$4.55M	3.64%	0.00%	-1.7%	Q4 2024
QQQInvesco QQQ Trust, Series 1	$4.35M	3.48%	Not reported	+3.6%	Q4 2024
JNJJohnson & Johnson	$2.58M	2.06%	0.00%	-0.1%	Q4 2024
FVDFirst Trust Value Line Dividend Fund	$2.1M	1.68%	Not reported	-2.8%	Q4 2024
JPMJPMorgan Chase & Co	$1.94M	1.55%	0.00%	-0.2%	Q4 2024
NOBLNoble International, Ltd.	$1.69M	1.35%	Not reported	-5.6%	Q4 2024
WPMWheaton Precious Metals Corp.	$1.49M	1.19%	0.00%	Not reported	Q4 2024
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$1.42M	1.14%	Not reported	+2.8%	Q4 2024
ABBVAbbVie Inc.	$1.4M	1.12%	0.00%	-1.8%	Q4 2024
NINisource Inc.	$1.31M	1.05%	0.01%	-0.4%	Q4 2024
MCDMcdonalds Corp	$1.24M	0.99%	0.00%	-4.4%	Q4 2024
KOCoca Cola Co	$1.12M	0.90%	0.00%	-0.4%	Q4 2024
AMZNAmazon Com Inc	$1.09M	0.87%	0.00%	-2.0%	Q4 2024
XOMExxonMobil Holdings Corp	$1.08M	0.87%	0.00%	-1.9%	Q4 2024
PGPROCTER & GAMBLE Co	$1.08M	0.86%	0.00%	Not reported	Q4 2024
WELLWelltower Inc.	$983K	0.79%	0.00%	-2.5%	Q4 2024
GLDSPDR Gold Trust	$955K	0.76%	0.00%	-7.1%	Q4 2024
ETREntergy Corp	$951K	0.76%	0.00%	Not reported	Q4 2024
VOTVan Kampen Municipal Opportunity Trust II	$887K	0.71%	Not reported	-2.6%	Q4 2024
DTEDte Energy Co	$877K	0.70%	0.00%	Not reported	Q4 2024
DUKDuke Energy CORP	$778K	0.62%	0.00%	Not reported	Q4 2024
VVisa Inc.	$771K	0.62%	0.00%	-2.5%	Q4 2024
NVDANvidia Corp	$751K	0.60%	0.00%	-34.3%	Q4 2024
BPBP PLC	$679K	0.54%	Not reported	Not reported	Q4 2024
GOOGLAlphabet Inc.	$675K	0.54%	0.00%	Not reported	Q4 2024
VZVerizon Communications Inc	$644K	0.51%	0.00%	-0.8%	Q4 2024
SOSouthern Co	$636K	0.51%	0.00%	Not reported	Q4 2024
METAMeta Platforms, Inc.	$584K	0.47%	Not reported	Not reported	Q4 2024
TRVTravelers Companies, Inc.	$583K	0.47%	0.00%	Not reported	Q4 2024
HDHome Depot, Inc.	$577K	0.46%	0.00%	Not reported	Q4 2024
AEPAmerican Electric Power Co Inc	$573K	0.46%	0.00%	-0.9%	Q4 2024
BRK.BBerkshire Hathaway Inc	$569K	0.46%	Not reported	Not reported	Q4 2024
ABTAbbott Laboratories	$560K	0.45%	0.00%	-0.9%	Q4 2024
TAt&T Inc.	$546K	0.44%	0.00%	-0.7%	Q4 2024
ENBEnbridge Inc	$534K	0.43%	0.00%	Not reported	Q4 2024
SPYSPDR S&P 500 ETF Trust	$517K	0.41%	Not reported	+0.3%	Q4 2024
PEPPepsico Inc	$517K	0.41%	0.00%	-3.0%	Q4 2024
WMTWalmart Inc.	$504K	0.40%	0.00%	Not reported	Q4 2024
MDTMedtronic plc	$485K	0.39%	0.00%	Not reported	Q4 2024
EXCExelon Corp	$469K	0.38%	0.00%	Not reported	Q4 2024
PMPhilip Morris International Inc.	$404K	0.32%	0.00%	-3.0%	Q4 2024
NOCNorthrop Grumman Corp	$389K	0.31%	0.00%	Not reported	Q4 2024
ELVElevance Health, Inc.	$381K	0.30%	0.00%	Not reported	Q4 2024
MARMarriott International Inc	$370K	0.30%	0.00%	Not reported	Q4 2024
UPSUnited Parcel Service Inc	$351K	0.28%	0.00%	Not reported	Q4 2024
INTCIntel Corp	$347K	0.28%	0.00%	Not reported	Q3 2025
CVXChevron Corp	$333K	0.27%	0.00%	Not reported	Q4 2024
LLYELI LILLY & Co	$327K	0.26%	0.00%	Not reported	Q4 2024

Q4 2025Reported Jan 21, 202668 positions
MSFTMicrosoft Corp	$8.18M	6.35%	0.00%	-2.9%	Q4 2024
AAPLApple Inc.	$4.96M	3.85%	0.00%	-0.9%	Q4 2024
FNWDFinward Bancorp	$4.8M	3.72%	3.15%	-0.4%	Q4 2024
QQQInvesco QQQ Trust, Series 1	$4.47M	3.47%	Not reported	+0.5%	Q4 2024
JNJJohnson & Johnson	$2.19M	1.70%	0.00%	-0.1%	Q4 2024
JPMJPMorgan Chase & Co	$2.13M	1.65%	0.00%	-1.0%	Q4 2024
FVDFirst Trust Value Line Dividend Fund	$2.12M	1.65%	Not reported	-1.7%	Q4 2024
NOBLNoble International, Ltd.	$1.75M	1.36%	Not reported	-12.8%	Q4 2024
ABBVAbbVie Inc.	$1.5M	1.16%	0.00%	Not reported	Q4 2024
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$1.34M	1.04%	Not reported	-8.7%	Q4 2024
WPMWheaton Precious Metals Corp.	$1.34M	1.04%	0.00%	Not reported	Q4 2024
MCDMcdonalds Corp	$1.28M	0.99%	0.00%	-0.3%	Q4 2024
AMZNAmazon Com Inc	$1.23M	0.95%	0.00%	-0.7%	Q4 2024
NVDANvidia Corp	$1.22M	0.95%	0.00%	-21.0%	Q4 2024
NINisource Inc.	$1.18M	0.92%	0.01%	+3.7%	Q4 2024
PGPROCTER & GAMBLE Co	$1.07M	0.83%	0.00%	-7.6%	Q4 2024
KOCoca Cola Co	$1.04M	0.81%	0.00%	-0.4%	Q4 2024
VOTVan Kampen Municipal Opportunity Trust II	$987K	0.77%	Not reported	Not reported	Q4 2024
GLDSPDR Gold Trust	$947K	0.74%	0.00%	Not reported	Q4 2024
WELLWelltower Inc.	$946K	0.73%	0.00%	-5.3%	Q4 2024
VVisa Inc.	$917K	0.71%	0.00%	Not reported	Q4 2024
XOMExxonMobil Holdings Corp	$784K	0.61%	0.00%	-7.8%	Q4 2024
ETREntergy Corp	$782K	0.61%	0.00%	Not reported	Q4 2024
DTEDte Energy Co	$774K	0.60%	0.00%	Not reported	Q4 2024
COSTCostco Wholesale Corp	$767K	0.60%	0.00%	-32.9%	Q4 2024
GOOGLAlphabet Inc.	$735K	0.57%	0.00%	-2.1%	Q4 2024
DUKDuke Energy CORP	$697K	0.54%	0.00%	-1.7%	Q4 2024
ABTAbbott Laboratories	$689K	0.54%	0.00%	Not reported	Q4 2024
METAMeta Platforms, Inc.	$674K	0.52%	Not reported	+1.8%	Q4 2024
HDHome Depot, Inc.	$604K	0.47%	0.00%	Not reported	Q4 2024
BRK.BBerkshire Hathaway Inc	$597K	0.46%	Not reported	-3.5%	Q4 2024
TRVTravelers Companies, Inc.	$580K	0.45%	0.00%	Not reported	Q4 2024
SOSouthern Co	$574K	0.45%	0.00%	-1.5%	Q4 2024
SPYSPDR S&P 500 ETF Trust	$541K	0.42%	Not reported	-3.4%	Q4 2024
MDTMedtronic plc	$538K	0.42%	0.00%	Not reported	Q4 2024
VZVerizon Communications Inc	$526K	0.41%	0.00%	-1.0%	Q4 2024
AEPAmerican Electric Power Co Inc	$509K	0.40%	0.00%	-4.1%	Q4 2024
BPBP PLC	$501K	0.39%	Not reported	-1.1%	Q4 2024
PEPPepsico Inc	$492K	0.38%	0.00%	-5.0%	Q4 2024
ENBEnbridge Inc	$472K	0.37%	0.00%	-0.2%	Q4 2024
TAt&T Inc.	$471K	0.37%	0.00%	+4.4%	Q4 2024
ELVElevance Health, Inc.	$457K	0.35%	0.00%	Not reported	Q4 2024
WMTWalmart Inc.	$452K	0.35%	0.00%	Not reported	Q4 2024
EXCExelon Corp	$417K	0.32%	0.00%	Not reported	Q4 2024
PMPhilip Morris International Inc.	$404K	0.31%	0.00%	-2.0%	Q4 2024
LLYELI LILLY & Co	$382K	0.30%	0.00%	Not reported	Q4 2024
PAYXPaychex Inc	$375K	0.29%	0.00%	Not reported	Q4 2024
UPSUnited Parcel Service Inc	$354K	0.27%	0.00%	Not reported	Q4 2024
MARMarriott International Inc	$351K	0.27%	0.00%	-4.5%	Q4 2024
QCOMQualcomm Inc	$339K	0.26%	0.00%	Not reported	Q4 2024

Q3 2025Reported Nov 14, 202572 positions
MSFTMicrosoft Corp	$9.02M	6.86%	0.00%	+0.1%	Q4 2024
AAPLApple Inc.	$4.69M	3.56%	0.00%	-2.2%	Q4 2024
FNWDFinward Bancorp	$4.39M	3.34%	3.16%	-3.2%	Q4 2024
QQQInvesco QQQ Trust, Series 1	$4.35M	3.30%	Not reported	+0.9%	Q4 2024
FVDFirst Trust Value Line Dividend Fund	$2.16M	1.64%	Not reported	-6.7%	Q4 2024
JPMJPMorgan Chase & Co	$2.11M	1.60%	0.00%	-0.4%	Q4 2024
NOBLNoble International, Ltd.	$1.99M	1.51%	Not reported	+0.1%	Q4 2024
JNJJohnson & Johnson	$1.96M	1.49%	0.00%	-2.1%	Q4 2024
NVDANvidia Corp	$1.55M	1.18%	0.00%	+6.1%	Q4 2024
ABBVAbbVie Inc.	$1.52M	1.16%	0.00%	-0.8%	Q4 2024
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$1.44M	1.10%	Not reported	+9.5%	Q4 2024
MCDMcdonalds Corp	$1.28M	0.97%	0.00%	-3.7%	Q4 2024
WPMWheaton Precious Metals Corp.	$1.27M	0.97%	0.00%	Not reported	Q4 2024
PGPROCTER & GAMBLE Co	$1.24M	0.95%	0.00%	-6.7%	Q4 2024
COSTCostco Wholesale Corp	$1.23M	0.93%	0.00%	Not reported	Q4 2024
NINisource Inc.	$1.18M	0.90%	0.01%	-1.7%	Q4 2024
AMZNAmazon Com Inc	$1.18M	0.89%	0.00%	+1.1%	Q4 2024
VOTVan Kampen Municipal Opportunity Trust II	$1.04M	0.79%	Not reported	-7.6%	Q4 2024
KOCoca Cola Co	$989K	0.75%	0.00%	-4.8%	Q4 2024
WELLWelltower Inc.	$959K	0.73%	0.00%	-5.9%	Q4 2024
VVisa Inc.	$893K	0.68%	0.00%	+2.0%	Q4 2024
GLDSPDR Gold Trust	$850K	0.65%	0.00%	-3.4%	Q4 2024
DTEDte Energy Co	$849K	0.64%	0.00%	Not reported	Q4 2024
XOMExxonMobil Holdings Corp	$796K	0.60%	0.00%	Not reported	Q4 2024
ETREntergy Corp	$788K	0.60%	0.00%	Not reported	Q4 2024
DUKDuke Energy CORP	$748K	0.57%	0.00%	-3.2%	Q4 2024
ABTAbbott Laboratories	$737K	0.56%	0.00%	Not reported	Q4 2024
METAMeta Platforms, Inc.	$737K	0.56%	Not reported	-0.6%	Q4 2024
CMGChipotle Mexican Grill Inc	$722K	0.55%	0.00%	Not reported	Q4 2024
HDHome Depot, Inc.	$711K	0.54%	0.00%	-10.0%	Q4 2024
SOSouthern Co	$634K	0.48%	0.00%	-2.5%	Q4 2024
BRK.BBerkshire Hathaway Inc	$619K	0.47%	Not reported	+1.0%	Q4 2024
GOOGLAlphabet Inc.	$583K	0.44%	0.00%	+4.9%	Q4 2024
VZVerizon Communications Inc	$574K	0.44%	0.00%	-6.8%	Q4 2024
TRVTravelers Companies, Inc.	$558K	0.42%	0.00%	-7.4%	Q4 2024
SPYSPDR S&P 500 ETF Trust	$547K	0.42%	Not reported	-19.4%	Q4 2024
MDTMedtronic plc	$533K	0.41%	0.00%	Not reported	Q4 2024
AEPAmerican Electric Power Co Inc	$518K	0.39%	0.00%	-5.0%	Q4 2024
TAt&T Inc.	$513K	0.39%	0.00%	Not reported	Q4 2024
PEPPepsico Inc	$507K	0.39%	0.00%	-1.8%	Q4 2024
BPBP PLC	$503K	0.38%	Not reported	-2.3%	Q4 2024
ENBEnbridge Inc	$499K	0.38%	0.00%	Not reported	Q4 2024
EXCExelon Corp	$431K	0.33%	0.00%	-0.8%	Q4 2024
PAYXPaychex Inc	$424K	0.32%	0.00%	Not reported	Q4 2024
ELVElevance Health, Inc.	$421K	0.32%	0.00%	Not reported	Q4 2024
WMTWalmart Inc.	$418K	0.32%	0.00%	-22.7%	Q4 2024
PMPhilip Morris International Inc.	$417K	0.32%	0.00%	Not reported	Q4 2024
FISVFiserv Inc	$356K	0.27%	0.00%	Not reported	Q4 2024
NOCNorthrop Grumman Corp	$347K	0.26%	0.00%	-6.6%	Q4 2024
MFCManulife Financial Corp	$342K	0.26%	Not reported	Not reported	Q4 2024

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