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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 4 of 7  ·  130 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 MCK McKesson Corp Healthcare 983.0 $743K 0.15% -11.0 -1.1% $755.60 +15.6%
62 EVRG Evergy Inc Utilities 8,593.0 $743K 0.15% -101.0 -1.2% $86.43 -5.8%
63 MMM 3M Co Industrials 4,578.0 $741K 0.15% -59.0 -1.3% $161.91 +10.6%
64 PGR Progressive Corporation Financial Services 3,372.0 $737K 0.15% -38.0 -1.1% $218.45 +2.5%
65 COP ConocoPhillips Energy 6,917.0 $719K 0.15% -79.0 -1.1% $103.96 +28.3%
66 SCHW Charles Schwab Corporation Financial Services 7,723.0 $713K 0.15% -85.0 -1.1% $92.27 +23.2%
67 AEE Ameren Corp Utilities 6,187.0 $699K 0.14% -46.0 -0.7% $113.04 -5.2%
68 HWM Howmet Aerospace Inc Industrials 2,471.0 $664K 0.14% -37.0 -1.5% $268.86 -2.1%
69 CFG Citizens Financial Group, Inc. Financial Services 9,460.0 $663K 0.14% -122.0 -1.3% $70.07 +0.2%
70 GM General Motors Consumer Cyclical 8,343.0 $643K 0.13% -94.0 -1.1% $77.08 +12.8%
71 DHI D.R. Horton, Inc. Consumer Cyclical 3,928.0 $640K 0.13% -22.0 -0.6% $162.88 -8.5%
72 WELL Welltower Inc Real Estate 2,816.0 $639K 0.13% -38.0 -1.3% $226.97 +5.7%
73 CMI Cummins Inc. Industrials 889.0 $634K 0.13% -8.0 -0.9% $713.21 -19.9%
74 EQIX Equinix, Inc. Real Estate 595.0 $620K 0.13% -11.0 -1.8% $1042.39 +1.2%
75 DIS Walt Disney Company Communication Services 6,356.0 $612K 0.13% -2K -27.2% $96.25 +14.9%
76 EOG EOG Resources, Inc. Energy 4,446.0 $577K 0.12% -62.0 -1.4% $129.73 +15.8%
77 FICO Fair Isaac Inc Technology 461.0 $551K 0.11% -7.0 -1.5% $1194.78 -2.4%
78 ORCL Oracle Corp Technology 3,752.0 $550K 0.11% -153.0 -3.9% $146.55 -2.8%
79 PPL PPL Corp Utilities 15,078.0 $548K 0.11% -199.0 -1.3% $36.35 -3.6%
80 WFC Wells Fargo Financial Services 6,456.0 $534K 0.11% -66.0 -1.0% $82.64 +2.5%
Page 4 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%