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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 6 of 7  ·  130 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 MDLZ Mondelez International 'A' Consumer Defensive 5,999.0 $347K 0.07% -3K -31.5% $57.84 +11.9%
102 BSX Boston Scientific Corp Healthcare 7,505.0 $320K 0.07% -89.0 -1.2% $42.68 +14.8%
103 UPS United Parcel 'B' Industrials 2,957.0 $318K 0.07% -37.0 -1.2% $107.50 -4.4%
104 WRB WR Berkley Corp Financial Services 4,432.0 $313K 0.07% -59.0 -1.3% $70.53 -1.2%
105 ECL Ecolab Inc. Basic Materials 1,103.0 $307K 0.06% -14.0 -1.2% $278.61 +3.0%
106 TMUS T-Mobile US Inc Communication Services 1,817.0 $305K 0.06% -24.0 -1.3% $167.73 +8.9%
107 PSA Public Storage Real Estate 922.0 $293K 0.06% -11.0 -1.2% $318.31 +2.1%
108 XEL Xcel Energy Inc. Utilities 3,579.0 $287K 0.06% -48.0 -1.3% $80.30 -3.7%
109 CTAS Cintas Corporation Industrials 1,661.0 $283K 0.06% -23.0 -1.4% $170.08 +21.9%
110 FCX Freeport-McMoRan, Inc Basic Materials 4,492.0 $283K 0.06% -68.0 -1.5% $62.89 +23.7%
111 MNST Monster Beverage Corporation Consumer Defensive 2,934.0 $282K 0.06% -202.0 -6.4% $96.12 -49.1%
112 ED Consolidated Edison Utilities 2,510.0 $278K 0.06% -36.0 -1.4% $110.63 -2.6%
113 HCA HCA Healthcare Healthcare 700.0 $273K 0.06% -7.0 -1.0% $389.89 +10.1%
114 HON HONEYWELL INTL INC Industrials 1,197.0 $268K 0.06% -20.0 -1.6% $223.90 -4.1%
115 HYXF iShares ESG Advanced High Yield Corp Bd ETF 5,516.0 $258K 0.05% -59.0 -1.1% $46.72 -0.5%
116 DASH Doordash Inc Communication Services 1,374.0 $254K 0.05% -18.0 -1.3% $184.53 +24.1%
117 ACN ACCENTURE PLC CLASS A Technology 2,037.0 $253K 0.05% -211.0 -9.4% $124.44 +49.9%
118 CHRW C H Robinson Worldwide Inc Industrials 1,325.0 $250K 0.05% -19.0 -1.4% $188.34 -24.1%
119 IP Intl Paper Co Com Consumer Cyclical 6,491.0 $247K 0.05% -62.0 -0.9% $38.10 +7.7%
120 CTVA Corteva Inc Basic Materials 2,915.0 $247K 0.05% -40.0 -1.4% $84.69 -2.2%
Page 6 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%