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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 9 of 11  ·  211 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 CMCSA Comcast Corporation Class A Communication Services 15,254.0 $374K 0.08% -277.0 -1.8% $24.55 +11.0%
162 CBSH Commerce Bancshares Inc Financial Services 6,481.0 $374K 0.08% -325.0 -4.8% $57.75 +0.7%
163 ITOT ISHARES TR CORE S&P TTL STK ETF 2,247.0 $369K 0.08% $164.27 +2.2%
164 INVH Invitation Homes Inc Real Estate 11,745.0 $355K 0.07% -157.0 -1.3% $30.21 -0.3%
165 IVV ISHARES TR CORE S&P 500 ETF 470.0 $352K 0.07% +20.0 +4.4% $748.89 +2.7%
166 UAL United Airlines Holdings Inc Industrials 2,567.0 $349K 0.07% -30.0 -1.2% $135.99 -15.3%
167 SPG Simon Property Group Real Estate 1,553.0 $347K 0.07% -13.0 -0.8% $223.65 -1.6%
168 MDLZ Mondelez International 'A' Consumer Defensive 5,999.0 $347K 0.07% -3K -31.5% $57.84 +9.6%
169 MCHP MICROCHIP TECHNOLOGY INC Technology 3,633.0 $331K 0.07% $91.20 -19.0%
170 SPGI SP Global, Inc. Financial Services 789.0 $321K 0.07% +101.0 +14.7% $407.26 +6.4%
171 BSX Boston Scientific Corp Healthcare 7,505.0 $320K 0.07% -89.0 -1.2% $42.68 +16.5%
172 UPS United Parcel 'B' Industrials 2,957.0 $318K 0.07% -37.0 -1.2% $107.50 -2.8%
173 WRB WR Berkley Corp Financial Services 4,432.0 $313K 0.07% -59.0 -1.3% $70.53 -2.4%
174 ECL Ecolab Inc. Basic Materials 1,103.0 $307K 0.06% -14.0 -1.2% $278.61 +2.9%
175 TMUS T-Mobile US Inc Communication Services 1,817.0 $305K 0.06% -24.0 -1.3% $167.73 +8.5%
176 VMC VULCAN MATERIALS CO Basic Materials 1,018.0 $300K 0.06% $295.01 -6.7%
177 PSA Public Storage Real Estate 922.0 $293K 0.06% -11.0 -1.2% $318.31 +0.9%
178 XEL Xcel Energy Inc. Utilities 3,579.0 $287K 0.06% -48.0 -1.3% $80.30 -3.8%
179 CTAS Cintas Corporation Industrials 1,661.0 $283K 0.06% -23.0 -1.4% $170.08 +19.9%
180 FCX Freeport-McMoRan, Inc Basic Materials 4,492.0 $283K 0.06% -68.0 -1.5% $62.89 +25.2%
Page 9 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%