Long-term investor

Finward Bancorp @finwardbancorp

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0000919864).

Record

  • Tracked since 2025-12-31 (261 days), 34 trades recorded
  • Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all +3.7%
  • Max drawdown n/a · win rate 10% · data quality Good
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • VOO · 6.6% · long · since 2025-12-31
  • SKOR · 6.4% · long · since 2025-12-31
  • CWB · 5.7% · long · since 2025-12-31
  • MSFT · 4.8% · long · since 2025-12-31
  • VUG · 4.6% · long · since 2025-12-31
  • 46090E103 · 4.4% · long · since 2025-12-31
  • AAPL · 3.9% · long · since 2025-12-31
  • FNWD · 3.7% · long · since 2025-12-31
  • VIG · 2.6% · long · since 2025-12-31
  • MGK · 2.1% · long · since 2025-12-31
  • VGT · 2.1% · long · since 2025-12-31
  • JNJ · 2.0% · long · since 2025-12-31

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