Heartland Bank & Trust CO has filed its 13F form on July 25, 2025 for Q2 2025 where it was disclosed a total value porftolio of $210 Million distributed in 202 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Global Infrastructure with a value of $18.1M, Microsoft Corp with a value of $14.2M, Apple Inc. with a value of $12.1M, Nvidia Corp with a value of $11.7M, and Alphabet Inc. with a value of $7.98M.

Examining the 13F form we can see an increase of $18M in the current position value, from $192M to 210M.

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

Portfolio value $210 Million
Technology: $57.2 Million
ETFs: $42.5 Million
Financial Services: $21.9 Million
Communication Services: $18.8 Million
Healthcare: $17.2 Million
Consumer Cyclical: $15.2 Million
Industrials: $13.2 Million
Consumer Defensive: $9.29 Million
Other: $13.9 Million

Stock Holdings Table

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

Summary

  • Portfolio
  • No. of Stocks 202
  • Current Value $210 Million
  • Prior Value $192 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 25, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 18 stocks
  • Additional Purchases 29 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 111 stocks
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