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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
Page 1 of 7  ·  130 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 AAPL Apple Inc. Technology 78,703.0 $22.8M 4.71% -586.0 -0.7% $289.36 +7.3%
2 NVDA NVIDIA Corporation Technology 85,685.0 $17.1M 3.55% -1K -1.4% $200.09 +4.2%
3 MSFT Microsoft Corporation Technology 38,925.0 $14.5M 3.00% -750.0 -1.9% $373.02 +30.6%
4 GOOGL Alphabet Inc. Class A Communication Services 36,154.0 $12.9M 2.67% -1K -3.3% $357.37 -2.6%
5 AMZN Amazon.com, Inc. Consumer Cyclical 47,918.0 $11.4M 2.36% -959.0 -2.0% $238.34 +10.0%
6 CAT Caterpillar Inc Industrials 9,085.0 $9.7M 2.00% -167.0 -1.8% $1064.90 -23.8%
7 LLY Eli Lilly and Co Healthcare 6,357.0 $7.6M 1.58% -122.0 -1.9% $1199.43 +4.0%
8 MU Micron Tech Inc Technology 5,792.0 $6.7M 1.38% -2K -24.6% $1154.29 -21.1%
9 ABBV AbbVie Inc Healthcare 21,482.0 $5.4M 1.12% -239.0 -1.1% $251.64 +5.1%
10 AMD Advanced Micro Devices Technology 8,732.0 $5.1M 1.05% -3K -24.4% $580.91 -21.4%
11 HBT HBT Financial, Inc. Financial Services 150,575.0 $4.8M 1.00% -10K -6.2% $31.99 +12.3%
12 XOM Exxon Mobil Corporation Energy 34,161.0 $4.7M 0.97% -779.0 -2.2% $136.72 +20.0%
13 WMT Wal-Mart Stores Consumer Defensive 39,002.0 $4.4M 0.91% -968.0 -2.4% $113.26 -6.0%
14 JNJ Johnson & Johnson Healthcare 15,177.0 $3.9M 0.80% -205.0 -1.3% $253.97 +7.5%
15 TSLA Tesla Motors Inc Consumer Cyclical 7,715.0 $3.2M 0.67% -223.0 -2.8% $420.60 -17.0%
16 Berkshire Hathaway Inc. Class B 6,345.0 $3.2M 0.66% -149.0 -2.3% $500.39
17 SHV iShares Short Treasury Bond ETF 25,153.0 $2.8M 0.57% -8K -23.7% $110.35 -0.0%
18 HD Home Depot, Inc. Consumer Cyclical 7,343.0 $2.6M 0.54% -252.0 -3.3% $352.68 -4.3%
19 PG Procter & Gamble Company Consumer Defensive 16,792.0 $2.5M 0.51% -226.0 -1.3% $146.64 -0.0%
20 AMAT Applied Materials Technology 2,937.0 $2.1M 0.44% -120.0 -3.9% $723.00 -33.0%
Page 1 of 7  ·  130 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 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%