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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 $145,295,261
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Global Infrastructure Etf
 265,873 $12,509,324 8.6%
2.
Barclays Plc
 BCS 408,080 $12,401,551 8.53%
3.
Apple Inc.
 AAPL 49,942 $9,615,333 6.61%
4.
Microsoft Corp
 MSFT 20,667 $7,771,618 5.34%
5.
Alphabet Inc.
 GOOG 41,535 $5,802,024 3.99%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)