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CIK: 0001866040
Total reported value
$483.3M
$483.3M
161 檔
12.0%
As reported in its official Q1 2025 Form 13F filing, Heartland Bank & Trust Co's tracked investment portfolio stood at $483.3M with 161 total positions.
In Q1 2025, Heartland Bank & Trust Co displayed an active expansion posture, initiating 161 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IGF | Ishares Global Infrastructur | ETF-Other | 9.23% | -0.44% | +13.97% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 7.17% | +0.16% | +20.60% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 5.58% | -0.32% | +24.57% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 4.16% | +0.12% | +9.63% | |
| 5 | DJP | Ipath Bloomberg Commodity In | ETF-Commodities | 3.70% | -0.35% | -15.00% | |
| 6 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.58% | +0.24% | +16.68% | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.73% | +0.06% | +16.31% | |
| 8 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.18% | -0.09% | +18.01% | |
| 9 | LLY | Eli Lilly & Co | Stock-Healthcare | 2.11% | +0.23% | +7.32% | |
| 10 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.76% | +0.04% | -23.91% | |
| 11 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 1.29% | -0.25% | -46.60% | |
| 12 | AVGO | Broadcom Inc | Stock-Tech | 1.29% | +0.16% | -12.19% | |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.29% | -0.04% | +53.18% | |
| 14 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-Other | 1.23% | -0.01% | +23.71% | |
| 15 | WMT | Walmart Inc | Stock-Consumer Staples | 1.19% | -0.21% | +10.20% | |
| 16 | XOM | Exxon Mobil CORP | Stock-Energy | 1.16% | -0.37% | +5.02% | |
| 17 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.11% | -0.05% | +13.39% | |
| 18 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-Other | 1.08% | -0.04% | +28.69% | |
| 19 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-Other | 1.07% | +0.07% | +108.89% | |
| 20 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.01% | +0.09% | +17.39% | |
| 21 | ABBV | Abbvie Inc | Stock-Healthcare | 1.00% | +0.05% | +12.63% | |
| 22 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.98% | — | +16.96% | |
| 23 | NFLX | Netflix Inc | Stock-Comm Services | 0.97% | -0.11% | +18.33% | |
| 24 | V | Visa Inc-class A Shares | Stock-Financials | 0.97% | +0.06% | — | |
| 25 | RTX | Rtx CORP | Stock-Industrials | 0.89% | -0.04% | — | |
| 26 | MA | Mastercard Inc - A | Stock-Financials | 0.83% | -0.02% | -41.19% | |
| 27 | CRM | Salesforce Inc | Stock-Tech | 0.82% | -0.06% | +117.17% | |
| 28 | AMD | Advanced Micro Devices | Stock-Tech | 0.82% | +0.52% | +157.11% | |
| 29 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.80% | -0.05% | +108.34% | |
| 30 | HD | Home Depot Inc | Stock-Consumer Disc | 0.73% | -0.02% | +7.32% | |
| 31 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-Other | 0.70% | — | +23.09% | |
| 32 | SPGI | S&p Global Inc | Stock-Financials | 0.67% | — | — | |
| 33 | ABT | Abbott Laboratories | Stock-Healthcare | 0.63% | -0.06% | +37.75% | |
| 34 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.60% | -0.01% | +16.48% | |
| 35 | IBM | Intl Business Machines CORP | Stock-Tech | 0.59% | +0.02% | +15.96% | |
| 36 | CVX | Chevron CORP | Stock-Energy | 0.56% | -0.17% | +15.64% | |
| 37 | AJG | Arthur J Gallagher & Co | Stock-Financials | 0.54% | — | +20.43% | |
| 38 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.53% | -0.05% | +12.64% | |
| 39 | FOX | Fox CORP - Class B | Stock-Comm Services | 0.53% | — | +19.90% | |
| 40 | FITB | Fifth Third Bancorp | Stock-Financials | 0.52% | +0.02% | — | |
| 41 | ADP | Automatic Data Processing | Stock-Tech | 0.52% | — | -19.91% | |
| 42 | PPL | Ppl CORP | Stock-Utilities | 0.51% | -0.02% | — | |
| 43 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.51% | +0.05% | — | |
| 44 | BSX | Boston Scientific CORP | Stock-Healthcare | 0.50% | -0.04% | +9.26% | |
| 45 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.50% | -0.11% | -35.08% | |
| 46 | CAT | Caterpillar Inc | Stock-Industrials | 0.47% | +0.52% | -6.91% | |
| 47 | UNP | Union Pacific CORP | Stock-Industrials | 0.46% | — | +124.10% | |
| 48 | FICO | Fair Isaac CORP | Stock-Tech | 0.46% | — | +25.26% | |
| 49 | SYK | Stryker CORP | Stock-Healthcare | 0.45% | -0.07% | +19.76% | |
| 50 | TSCO | Tractor Supply Company | Stock-Consumer Disc | 0.45% | — | +16.30% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IGF | Ishares Global Infrastructur | — | NEW | New buy |
| 2 | AAPL | Apple Inc | — | NEW | New buy |
| 3 | MSFT | Microsoft CORP | — | NEW | New buy |
| 4 | NVDA | Nvidia CORP | — | NEW | New buy |
| 5 | DJP | Ipath Bloomberg Commodity In | — | NEW | New buy |
| 6 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 7 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 8 | META | Meta Platforms Inc-class A | — | NEW | New buy |
| 9 | LLY | Eli Lilly & Co | — | NEW | New buy |
| 10 | JPM | Jpmorgan Chase & Co | — | NEW | New buy |
| 11 | SHV | Ishares 0-1 Year Treasury Bo | — | NEW | New buy |
| 12 | AVGO | Broadcom Inc | — | NEW | New buy |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | — | NEW | New buy |
| 14 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | — | NEW | New buy |
| 15 | WMT | Walmart Inc | — | NEW | New buy |
| 16 | XOM | Exxon Mobil CORP | — | NEW | New buy |
| 17 | PG | Procter & Gamble Co/the | — | NEW | New buy |
| 18 | IBDR | Ishares Ibonds Dec 2026 Term | — | NEW | New buy |
| 19 | IBDT | Ishares Ibonds Dec 2028 ETF | — | NEW | New buy |
| 20 | UNH | Unitedhealth Group Inc | — | NEW | New buy |
| 21 | ABBV | Abbvie Inc | — | NEW | New buy |
| 22 | TSLA | Tesla Inc | — | NEW | New buy |
| 23 | NFLX | Netflix Inc | — | NEW | New buy |
| 24 | V | Visa Inc-class A Shares | — | NEW | New buy |
| 25 | RTX | Rtx CORP | — | NEW | New buy |
| 26 | MA | Mastercard Inc - A | — | NEW | New buy |
| 27 | CRM | Salesforce Inc | — | NEW | New buy |
| 28 | AMD | Advanced Micro Devices | — | NEW | New buy |
| 29 | JNJ | Johnson & Johnson | — | NEW | New buy |
| 30 | HD | Home Depot Inc | — | NEW | New buy |
| 31 | IBDQ | Ishares Ibonds Dec 2025 Term | — | NEW | New buy |
| 32 | SPGI | S&p Global Inc | — | NEW | New buy |
| 33 | ABT | Abbott Laboratories | — | NEW | New buy |
| 34 | COST | Costco Wholesale CORP | — | NEW | New buy |
| 35 | IBM | Intl Business Machines CORP | — | NEW | New buy |
| 36 | CVX | Chevron CORP | — | NEW | New buy |
| 37 | AJG | Arthur J Gallagher & Co | — | NEW | New buy |
| 38 | ISRG | Intuitive Surgical Inc | — | NEW | New buy |
| 39 | FOX | Fox CORP - Class B | — | NEW | New buy |
| 40 | FITB | Fifth Third Bancorp | — | NEW | New buy |
| 41 | ADP | Automatic Data Processing | — | NEW | New buy |
| 42 | PPL | Ppl CORP | — | NEW | New buy |
| 43 | GS | Goldman Sachs Group Inc | — | NEW | New buy |
| 44 | BSX | Boston Scientific CORP | — | NEW | New buy |
| 45 | PLTR | Palantir Technologies Inc-a | — | NEW | New buy |
| 46 | CAT | Caterpillar Inc | — | NEW | New buy |
| 47 | UNP | Union Pacific CORP | — | NEW | New buy |
| 48 | FICO | Fair Isaac CORP | — | NEW | New buy |
| 49 | SYK | Stryker CORP | — | NEW | New buy |
| 50 | TSCO | Tractor Supply Company | — | NEW | New buy |
According to official SEC Form 13F filings, Heartland Bank & Trust Co reported a total U.S. public equity portfolio value of $483.3M across 161 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IGF, AAPL, MSFT) accounted for 12.0% of total reported equity market value during Q1 2025.
Top New Position Initiated
IGF
市值: $18.0M
During Q1 2025, Heartland Bank & Trust Co's top holdings by market value included IGF (9.2%)、AAPL (7.2%)、MSFT (5.6%). The largest single position, IGF, represented 9.2% of total portfolio value.
In Q1 2025, Heartland Bank & Trust Co made 161 total portfolio adjustments, initiating 161 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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