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Portfolio (Quarterly) Guide ↗

Heartland Bank & Trust Co

· CIK 0001866040
13F Portfolio $483M AUM 358 positions Filed Aug 12, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 9 New 51 Added 130 Reduced 4 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SNDK Sandisk Corp Technology 400.0 $909K 0.19% NEW $2273.73 -34.3%
2 JBL Jabil Inc. Technology 1,744.0 $672K 0.14% NEW $385.48 -20.9%
3 DELL Dell Technologies Inc Technology 1,301.0 $561K 0.12% NEW $431.46 +0.4%
4 VWO VANGUARD FTSE EMERGING MARKETS ETF 4,612.0 $275K 0.06% NEW $59.69 +0.5%
5 ZBRA Zebra Technologies Corp Class A Technology 924.0 $243K 0.05% NEW $263.26 +38.0%
6 STX Seagate Technology Holdings PLC Technology 219.0 $211K 0.04% NEW $965.00 -17.7%
7 VNQ VANGUARD INDEX FDS REAL ESTATE ETF 2,163.0 $209K 0.04% NEW $96.43 +2.8%
8 ADM Archer-Daniels-Midland Consumer Defensive 2,656.0 $203K 0.04% NEW $76.40 +2.3%
9 EFV ISHARES MSCI EAFE VALUE ETF 2,641.0 $202K 0.04% NEW $76.55 +7.4%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 35.3%
Financial Services 14.1%
Healthcare 10.4%
Industrials 9.8%
Consumer Cyclical 8.7%
Communication Services 7.6%
Consumer Defensive 5.3%
Energy 3.8%
Utilities 2.5%
Real Estate 1.3%