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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 11  ·  211 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 INTC Intel Corp Technology 9,171.0 $1.3M 0.27% +3K +44.0% $139.63 -36.3%
62 VEA VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 17,874.0 $1.3M 0.26% $71.25 +3.2%
63 SYK Stryker Corporation Healthcare 4,021.0 $1.3M 0.26% -468.0 -10.4% $314.84 +3.7%
64 GOOG Alphabet Inc., 'C' 3,575.0 $1.3M 0.26% $353.33
65 EAGG iShares ESG U.S. Aggregate Bond ETF 26,563.0 $1.3M 0.26% -295.0 -1.1% $47.41 -1.2%
66 LIN Linde plc Basic Materials 2,424.0 $1.3M 0.26% +130.0 +5.7% $518.94 -6.3%
67 NEE NextEra Energy, Inc. Utilities 14,132.0 $1.2M 0.26% +676.0 +5.0% $87.77 -4.7%
68 ANET Arista Networks Inc Technology 7,229.0 $1.2M 0.25% -84.0 -1.1% $169.88 +12.8%
69 UNP Union Pacific Corporation Industrials 4,481.0 $1.2M 0.25% -72.0 -1.6% $272.00 +13.7%
70 AXP American Express Financial Services 3,527.0 $1.2M 0.25% +186.0 +5.6% $338.25 -0.6%
71 APH Amphenol Corp Class A Technology 6,719.0 $1.2M 0.24% -80.0 -1.2% $176.32 -9.7%
72 C Citigroup Inc. Financial Services 8,393.0 $1.2M 0.24% -157.0 -1.8% $139.96 -5.4%
73 GEV GE Vernova Inc Utilities 976.0 $1.1M 0.24% -10.0 -1.0% $1174.86 -19.7%
74 KO Coca-Cola Co Consumer Defensive 13,815.0 $1.1M 0.23% -2K -11.1% $81.27 +12.6%
75 ADP Automatic Data Processing, Inc. Industrials 4,865.0 $1.1M 0.23% -48.0 -1.0% $223.95 +25.8%
76 DE Deere & Co Industrials 1,712.0 $1.1M 0.23% -9.0 -0.5% $634.33 +0.1%
77 EXPE Expedia Group, Inc. Consumer Cyclical 3,991.0 $1.0M 0.21% -55.0 -1.4% $255.88 +32.4%
78 PH Parker Hannifin Corp Industrials 1,040.0 $1.0M 0.21% -26.0 -2.4% $978.12 +5.0%
79 VYM VANGUARD HIGH DIVIDEND YIELD ETF 6,337.0 $1.0M 0.21% -76.0 -1.2% $158.03 +4.1%
80 TMO Thermo Fisher Scientific Inc. Healthcare 1,929.0 $967K 0.20% $501.36 +25.7%
Page 4 of 11  ·  211 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%