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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 2 of 7  ·  130 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 MRK Merck & Co., Inc. Healthcare 16,296.0 $2.1M 0.43% -293.0 -1.8% $128.50 +17.3%
22 CVX Chevron Corporation Energy 12,495.0 $2.1M 0.43% -328.0 -2.6% $165.76 +22.5%
23 LMT Lockheed Martin Corporation Industrials 3,762.0 $1.9M 0.40% -200.0 -5.0% $509.46 +10.7%
24 MS Morgan Stanley Financial Services 8,793.0 $1.8M 0.38% -99.0 -1.1% $209.04 +2.4%
25 BLK Blackrock Inc Financial Services 1,846.0 $1.8M 0.37% -14.0 -0.8% $961.56 +21.9%
26 PM Philip Morris Intl Consumer Defensive 9,636.0 $1.7M 0.36% -121.0 -1.2% $180.91 +5.8%
27 IBM International Business Machines Technology 5,852.0 $1.6M 0.34% -62.0 -1.1% $281.21 -17.8%
28 IWR ISHARES TR RUS MID CAP ETF 13,570.0 $1.5M 0.31% -130.0 -0.9% $110.32 +2.4%
29 UNH UnitedHealth Group Incorporated Healthcare 3,597.0 $1.5M 0.31% -50.0 -1.4% $415.63 -4.1%
30 RTX RTX Corporation Industrials 7,789.0 $1.5M 0.31% -163.0 -2.0% $189.73 +10.3%
31 FITB Fifth Third Bancorp Financial Services 25,059.0 $1.4M 0.29% -328.0 -1.3% $56.37 -2.6%
32 PLTR Palantir Technologies Inc Technology 11,247.0 $1.3M 0.27% -142.0 -1.2% $116.67 +50.8%
33 JCI Johnson Controls International PLC Industrials 8,905.0 $1.3M 0.27% -103.0 -1.1% $146.11 -2.1%
34 SYK Stryker Corporation Healthcare 4,021.0 $1.3M 0.26% -468.0 -10.4% $314.84 +4.1%
35 EAGG iShares ESG U.S. Aggregate Bond ETF 26,563.0 $1.3M 0.26% -295.0 -1.1% $47.41 -1.5%
36 ANET Arista Networks Inc Technology 7,229.0 $1.2M 0.25% -84.0 -1.1% $169.88 +10.8%
37 UNP Union Pacific Corporation Industrials 4,481.0 $1.2M 0.25% -72.0 -1.6% $272.00 +13.9%
38 APH Amphenol Corp Class A Technology 6,719.0 $1.2M 0.24% -80.0 -1.2% $176.32 -11.8%
39 C Citigroup Inc. Financial Services 8,393.0 $1.2M 0.24% -157.0 -1.8% $139.96 -5.9%
40 GEV GE Vernova Inc Utilities 976.0 $1.1M 0.24% -10.0 -1.0% $1174.86 -19.8%
Page 2 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%