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Home > Institutional Investor > Heartland Bank & Trust Co > Profile

Instuitional Investor - Heartland Bank & Trust Co

Fund Profile
Filing Period:
Fund Name: Heartland Bank & Trust Co
Portfolio Value $194,794,320
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Global Infrastructure Etf
 328,853 $17,978,394 9.23%
2.
Apple Inc.
 AAPL 62,844 $13,959,537 7.17%
3.
Microsoft Corp
 MSFT 28,957 $10,870,168 5.58%
4.
Nvidia Corp
 NVDA 74,826 $8,109,642 4.16%
5.
Barclays Plc
 BCS 203,935 $7,200,945 3.7%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)