Heartland Bank & Trust CO has filed its 13F form on May 17, 2024 for Q1 2024 where it was disclosed a total value porftolio of $168 Million distributed in 175 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Global Infrastructure with a value of $13.8M, Barclays Bank PLC with a value of $13.6M, Microsoft Corp with a value of $8.86M, Apple Inc. with a value of $8.01M, and Nvidia Corp with a value of $7.13M.

Examining the 13F form we can see an increase of $23M in the current position value, from $145M to 168M.

Below you can find more details about Heartland Bank & Trust CO portfolio as well as his latest detailed transactions.

Portfolio value $168 Million
Technology: $39.4 Million
ETFs: $35.1 Million
Financial Services: $18.6 Million
Healthcare: $17.1 Million
Communication Services: $12.3 Million
Consumer Cyclical: $12.2 Million
Industrials: $11.7 Million
Consumer Defensive: $7.96 Million
Other: $13.5 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History


  • Portfolio
  • No. of Stocks 175
  • Current Value $168 Million
  • Prior Value $145 Million
  • Filing
  • Period Q1 2024
  • Filing Date May 17, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 29 stocks
  • Additional Purchases 23 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 84 stocks
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