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Portfolio (Quarterly) Guide ↗

Heartland Bank & Trust Co

· CIK 0001866040
13F Portfolio $442M AUM 350 positions Filed May 6, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 54 New 134 Added 12 Reduced 3 Exited
Page 2 of 3  ·  54 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 CMCSA Comcast Corporation Class A Communication Services 15,531.0 $446K 0.10% NEW $28.71 -13.5%
22 ACN ACCENTURE PLC CLASS A Technology 2,248.0 $446K 0.10% NEW $198.29 -13.9%
23 IWD ISHARES TR RUS 1000 VAL ETF 1,654.0 $353K 0.08% NEW $213.67 +8.6%
24 DVA DaVita Inc Healthcare 2,284.0 $351K 0.08% NEW $153.69 +28.3%
25 VEU VANGUARD FTSE ALL WLD EX US ETF 4,665.0 $350K 0.08% NEW $75.10 +7.8%
26 LOW LOWE'S COMPANIES INC Consumer Cyclical 1,421.0 $336K 0.08% NEW $236.28 -10.7%
27 ITOT ISHARES TR CORE S&P TTL STK ETF 2,247.0 $320K 0.07% NEW $142.43 +12.5%
28 PWR QUANTA SERVICES INC Industrials 573.0 $315K 0.07% NEW $549.02 +32.3%
29 MRVL MARVELL TECHNOLOGY INC Technology 3,151.0 $312K 0.07% NEW $99.05 +91.3%
30 FDX FEDEX CORP Industrials 838.0 $298K 0.07% NEW $356.18 +6.2%
31 INVH Invitation Homes Inc Real Estate 11,902.0 $296K 0.07% NEW $24.85 +14.9%
32 UPS United Parcel 'B' Industrials 2,994.0 $295K 0.07% NEW $98.38 -2.0%
33 IVV ISHARES TR CORE S&P 500 ETF 450.0 $294K 0.07% NEW $653.21 +13.1%
34 ED Consolidated Edison Utilities 2,546.0 $288K 0.07% NEW $113.18 -4.3%
35 XEL Xcel Energy Inc. Utilities 3,627.0 $288K 0.07% NEW $79.44 +0.9%
36 INTC INTEL CORP Technology 6,371.0 $281K 0.06% NEW $44.13 +169.3%
37 VMC VULCAN MATERIALS CO Basic Materials 1,020.0 $278K 0.06% NEW $272.30 -4.7%
38 HON HONEYWELL INTL INC Industrials 1,217.0 $275K 0.06% NEW $226.03 -4.4%
39 ADBE ADOBE SYSTEMS INC Technology 1,084.0 $263K 0.06% NEW $243.08 +1.5%
40 HYXF iShares ESG Advanced High Yield Corp Bd ETF 5,575.0 $258K 0.06% NEW $46.31 -0.0%
Page 2 of 3  ·  54 positions

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 30.4%
Financial Services 14.9%
Healthcare 10.8%
Industrials 9.4%
Consumer Cyclical 9.0%
Communication Services 8.7%
Consumer Defensive 6.2%
Energy 5.1%
Utilities 2.7%
Basic Materials 1.4%