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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 11  ·  211 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 TJX TJX Companies Inc Consumer Cyclical 6,258.0 $948K 0.20% -60.0 -0.9% $151.50 -7.4%
82 NFLX Netflix Inc Communication Services 13,073.0 $933K 0.19% -565.0 -4.1% $71.40 +13.6%
83 SNDK Sandisk Corp Technology 400.0 $909K 0.19% NEW $2273.73 -33.3%
84 VONE VANGUARD SCOTTSDALE FDS VNG RUS 1000 IDX ETF 2,684.0 $909K 0.19% +120.0 +4.7% $338.72 +2.5%
85 MPC Marathon Petroleum Corp Energy 3,551.0 $908K 0.19% -38.0 -1.1% $255.67 +40.2%
86 WMB Williams Companies Energy 12,153.0 $903K 0.19% -141.0 -1.1% $74.34 -4.0%
87 CRM salesforce.com, inc. Technology 5,725.0 $897K 0.19% -86.0 -1.5% $156.66 +33.7%
88 WEC WEC Energy Group Utilities 7,592.0 $887K 0.18% +65.0 +0.9% $116.77 -8.1%
89 IBHG iShares iBonds 2027 Term High Yield & Income 39,171.0 $865K 0.18% +4K +9.9% $22.08 -0.4%
90 GILD Gilead Sciences Healthcare 6,712.0 $848K 0.17% -72.0 -1.1% $126.34 +16.1%
91 IBHF iShares iBonds 2026 Term High Yield & Income 36,983.0 $838K 0.17% +2K +6.7% $22.65 -0.5%
92 SO Southern Co Utilities 8,704.0 $833K 0.17% -742.0 -7.9% $95.71 -5.9%
93 IBHH iShares iBonds 2028 Term High Yield & Income 35,146.0 $826K 0.17% +4K +14.4% $23.50 -0.2%
94 MRVL MARVELL TECHNOLOGY INC Technology 2,724.0 $811K 0.17% -427.0 -13.6% $297.89 -17.7%
95 AJG Gallagher, Arthur J. & CO. Financial Services 3,492.0 $802K 0.17% -42.0 -1.2% $229.57 +17.5%
96 RCL Royal Caribbean Group Consumer Cyclical 2,509.0 $797K 0.17% -36.0 -1.4% $317.53 -7.6%
97 ALL Allstate Corp Financial Services 3,333.0 $793K 0.16% -28.0 -0.8% $237.94 +8.6%
98 ISRG Intuitive Surgical, Inc. Healthcare 1,988.0 $791K 0.16% -28.0 -1.4% $397.68 -5.8%
99 MPWR Monolithic Power Systems Inc Technology 569.0 $787K 0.16% -9.0 -1.6% $1382.36 -5.5%
100 T AT&T Inc Communication Services 37,737.0 $781K 0.16% -277.0 -0.7% $20.70 +23.4%
Page 5 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%