Finward Bancorp logo

Finward Bancorp

Public Company

Finward Bancorp is a Public Company based in Munster, IN led by Benjamin J. Bochnowski, managing $131.6M across 106 long positions as of Q3 2025 with 54% ETF concentration.

CEOBenjamin J. Bochnowski
Portfolio Value
$131.6M
Positions
106
Top Holding
TQQQ at 7.98%
Last Reported
Q3 2025
Address9204 Columbia Ave, Munster, IN, 46321

Top Holdings

Largest long holdings in Finward Bancorp's portfolio (46.7% of total portfolio)

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HoldingSectorPositionWeightTradedOwnership
ETF
ETF
$10.5M
7.98%
-$5.1M
Sold
101.6K shares
Software - Infrastructure
Technology
$9.0M
6.86%
+$8.8K
Bought
0.00%
17.4K shares
ETF
ETF
$7.1M
5.43%
+$298.2K
Bought
11.7K shares
ETF
ETF
$6.4M
4.85%
-$427.2K
Sold
70.5K shares
ETF
ETF
$5.9M
4.52%
-$518.0K
Sold
12.4K shares
ETF
ETF
$5.6M
4.26%
+$2.2M
Bought
113.9K shares
7
Apple logo
Apple
AAPL
Consumer Electronics
Technology
$4.7M
3.56%
-$107.2K
Sold
0.00%
18.4K shares
Banks - Regional
Financial Services
$4.4M
3.34%
-$146.5K
Sold
3.16%
136.8K shares
ETF
ETF
$4.3M
3.30%
+$39.0K
Bought
7.2K shares
ETF
ETF
$3.4M
2.56%
-$536.9K
Sold
29.7K shares

Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Finward Bancorp's latest filing

See all changes
Market Value
$131.6M
Prior: $126.6M
Q/Q Change
+3.95%
+$5.0M
Net Flows % of MV
-4.85%
Turnover Ratio
6.62%
New Purchases
6 stocks
$1.6M
Added To
21 stocks
+$3.6M
Sold Out Of
4 stocks
$1.9M
Reduced Holdings
48 stocks
-$9.7M

Increased Positions

PositionShares Δ
New
New
3
Intel logo
Intel
INTC
New
New
5
CSX logo
CSX
CSX
New

Decreased Positions

PositionShares Δ
Sold
Sold
Sold
4
Netflix logo
Sold
-37.83%

Analytics

Portfolio insights and performance metrics for Finward Bancorp

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Sector Allocation

ETF: 53.70%ETFTechnology: 12.50%TechnologyFinancial Services: 6.80%Healthcare: 4.40%Utilities: 4.10%Consumer Defensive: 3.90%Consumer Cyclical: 3.30%Communication Services: 1.80%Industrials: 1.50%Basic Materials: 1.40%Energy: 1.40%Real Estate: 0.70%
ETF
53.70%
Technology
12.50%
Financial Services
6.80%
Healthcare
4.40%
Utilities
4.10%
Consumer Defensive
3.90%
Consumer Cyclical
3.30%
Communication Services
1.80%
Industrials
1.50%
Basic Materials
1.40%
Energy
1.40%
Real Estate
0.70%

Market Cap Distribution

Mega Cap (> $200B): 25.99%Mega Cap (> $200B)Large Cap ($10B - $200B): 12.15%Large Cap ($10B - $200B)Mid Cap ($2B - $10B): 0.21%Small Cap ($300M - $2B): 0.03%Micro Cap ($50M - $300M): 3.34%N/A (ETF or Unknown): 58.29%N/A (ETF or Unknown)
Mega Cap (> $200B)
25.99%
Large Cap ($10B - $200B)
12.15%
Mid Cap ($2B - $10B)
0.21%
Small Cap ($300M - $2B)
0.03%
Micro Cap ($50M - $300M)
3.34%
N/A (ETF or Unknown)
58.29%

Portfolio Concentration

Top 10 Holdings %
46.66%
Top 20 Holdings %
62.58%
Top 50 Holdings %
84.76%
Top 100 Holdings %
99.2%

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