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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 5 of 7  ·  130 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 MET MetLife Inc Financial Services 6,256.0 $529K 0.11% -74.0 -1.2% $84.61 +13.7%
82 PFE Pfizer Inc Healthcare 21,716.0 $523K 0.11% -230.0 -1.1% $24.08 +16.2%
83 DOV Dover Corp. Industrials 2,327.0 $522K 0.11% -31.0 -1.3% $224.28 -9.2%
84 USB US BANCORP Financial Services 8,463.0 $511K 0.11% -361.0 -4.1% $60.40 +3.3%
85 DVA DaVita Inc Healthcare 2,252.0 $501K 0.10% -32.0 -1.4% $222.48 -20.7%
86 BKR Baker Hughes Company Class A Energy 8,725.0 $484K 0.10% -110.0 -1.2% $55.50 +11.7%
87 TKO TKO Group Holdings Inc Communication Services 2,312.0 $465K 0.10% -35.0 -1.5% $201.31 -3.9%
88 VZ Verizon Communications Inc. Communication Services 10,951.0 $464K 0.10% -5K -30.7% $42.34 +18.4%
89 NOW ServiceNow, Inc Technology 4,607.0 $457K 0.10% -97.0 -2.1% $99.28 +29.0%
90 RSG Republic Services, Inc Industrials 2,127.0 $453K 0.09% -31.0 -1.4% $213.08 +4.7%
91 BX The Blackstone Group Inc Financial Services 3,641.0 $428K 0.09% -50.0 -1.4% $117.67 +22.1%
92 UBER Uber Technologies Inc Technology 5,771.0 $416K 0.09% -220.0 -3.7% $72.16 +9.9%
93 WAT Waters Corporation Healthcare 1,101.0 $413K 0.09% -15.0 -1.3% $375.04 +9.5%
94 NEM Newmont Mining Basic Materials 4,267.0 $399K 0.08% -64.0 -1.5% $93.40 +41.2%
95 PWR QUANTA SERVICES INC Industrials 521.0 $375K 0.08% -52.0 -9.1% $720.04 -14.3%
96 CMCSA Comcast Corporation Class A Communication Services 15,254.0 $374K 0.08% -277.0 -1.8% $24.55 +10.1%
97 CBSH Commerce Bancshares Inc Financial Services 6,481.0 $374K 0.08% -325.0 -4.8% $57.75 +1.5%
98 INVH Invitation Homes Inc Real Estate 11,745.0 $355K 0.07% -157.0 -1.3% $30.21 +0.8%
99 UAL United Airlines Holdings Inc Industrials 2,567.0 $349K 0.07% -30.0 -1.2% $135.99 -16.5%
100 SPG Simon Property Group Real Estate 1,553.0 $347K 0.07% -13.0 -0.8% $223.65 -1.3%
Page 5 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%