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Heartland Bank & Trust Co

Q4 2023 · 13F-HR

Heartland Bank & Trust Coholdings as filed

Filed 2024-01-23 · accession 0001866040-24-000002

$145.3M
Reported value
122
Positions
2023-12-31
Period end
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Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
464288372IGFiShares Global Infrastructure ETF$12.5M8.61%265,873CommonSOLE
06738C778DJPiPath Bloomberg Commodity Index Total Return$12.4M8.54%408,080CommonSOLE
037833100AAPLApple Inc.$9.6M6.62%49,942CommonSOLE
594918104MSFTMicrosoft Corporation$7.8M5.35%20,667CommonSOLE
02079K305GOOGLAlphabet Inc. Class A$5.8M3.99%41,535CommonSOLE
67066G104NVDANVIDIA Corporation$5.4M3.71%10,896CommonSOLE
464288679SHViShares Short Treasury Bond ETF$4.3M2.95%38,914CommonSOLE
023135106AMZNAmazon.com, Inc.$3.8M2.60%24,853CommonSOLE
46625H100JPMJPMorgan Chase Co.$3.3M2.31%19,692CommonSOLE
532457108LLYEli Lilly and Co$2.9M1.99%4,958CommonSOLE
30303M102METAMeta Platforms, Inc.$2.3M1.57%6,441CommonSOLE
57636Q104MAMasterCard Inc. Class A$2.2M1.55%5,275CommonSOLE
040413106ANETEURArista Networks, Inc.$1.9M1.31%8,054CommonSOLE
91324P102UNHUnitedHealth Group Incorporated$1.9M1.29%3,554CommonSOLE
871607107SNPSSynopsys Inc$1.8M1.26%3,555CommonSOLE
404111106HBTHBT Financial, Inc.$1.8M1.26%86,700CommonNONE
127387108CDNSCadence Design System Inc$1.8M1.26%6,717CommonSOLE
742718109PGProcter & Gamble Company$1.8M1.21%12,011CommonSOLE
478160104JNJJohnson & Johnson$1.5M1.03%9,540CommonSOLE
084670702BRK/BBerkshire Hathaway Inc. Class B$1.3M0.90%3,667CommonSOLE
437076102HDHome Depot, Inc.$1.3M0.88%3,702CommonSOLE
G1151C101ACNAccenture Plc Class A$1.2M0.83%3,432CommonSOLE
58933Y105MRKMerck & Co., Inc.$1.2M0.83%11,035CommonSOLE
931142103WMTWal-Mart Stores$1.1M0.78%7,162CommonSOLE
682189105ONON Semiconductor Corp$1.1M0.76%13,278CommonSOLE
03076C106AMPAmeriprise Financial$1.1M0.73%2,775CommonSOLE
713448108PEPPepsico Inc$1.0M0.72%6,136CommonSOLE
30231G102XOMExxon Mobil Corporation$1.0M0.70%10,236CommonSOLE
609839105MPWRMonolithic Power Systems Inc$984,0170.68%1,560CommonSOLE
00287Y109ABBVAbbVie Inc$983,5950.68%6,347CommonSOLE
053015103ADPAutomatic Data Processing, Inc.$961,7010.66%4,128CommonSOLE
46120E602ISRGIntuitive Surgical, Inc.$923,3540.64%2,737CommonSOLE
806857108SLBSchlumberger Ltd$905,1840.62%17,394CommonSOLE
49338L103KEYSKeysight Technologies Inc$900,6080.62%5,661CommonSOLE
64110L106NFLXNetflix Inc$862,7510.59%1,772CommonSOLE
G29183103ETNEaton Corporation PLC$837,8130.58%3,479CommonSOLE
099724106BWABorgWarner Inc$826,6650.57%23,059CommonSOLE
55354G100MSCIMSCI Inc$817,9300.56%1,446CommonSOLE
98978V103ZTSZoetis Inc.$816,9140.56%4,139CommonSOLE
88160R101TSLATesla Motors Inc$805,8210.55%3,243CommonSOLE
949746101WMT2Wells Fargo$804,3530.55%16,342CommonSOLE
863667101SYKStryker Corporation$803,1520.55%2,682CommonSOLE
911363109URIUnited Rentals Inc$801,0680.55%1,397CommonSOLE
75886F107REGNRegeneron Pharmaceuticals Inc$795,7310.55%906CommonSOLE
45168D104IDXXIDEXX Laboratories, Inc.$795,3870.55%1,433CommonSOLE
855244109SBUXStarbucks Corporation$786,0340.54%8,187CommonSOLE
032654105ADIAnalog Devices Inc$779,5470.54%3,926CommonSOLE
101137107BSXBoston Scientific Corp$763,4390.53%13,206CommonSOLE
743315103PGRProgressive Corporation$744,7930.51%4,676CommonSOLE
22160K105COSTCostco Wholesale Corporation$739,2900.51%1,120CommonSOLE
12503M108CBOECBOE Global Mkts Inc$738,5240.51%4,136CommonSOLE
693718108PCARPaccar Inc$703,6660.48%7,206CommonSOLE
369550108GDGeneral Dynamics Corporation$669,9490.46%2,580CommonSOLE
45687V106IRIngersoll Rand Inc$656,3070.45%8,486CommonSOLE
464287226AGGiShares Core US Aggregate Bond$651,3780.45%6,563CommonSOLE
244199105DEDeere & Co$644,1910.44%1,611CommonSOLE
91913Y100VLOValero Energy Corporation$641,9400.44%4,938CommonSOLE
609207105MDLZMondelez International 'A'$641,3680.44%8,855CommonSOLE
580135101MCDMcDonald's Corp$640,4620.44%2,160CommonSOLE
007903107AMDAdvanced Micro Devices$638,5800.44%4,332CommonSOLE
169656105CMGChipotle Mexican Grill, Inc.$635,7750.44%278CommonSOLE
679580100ODFLOld Dominion Freight Line, Inc$633,5310.44%1,563CommonSOLE
384802104GWWGrainger (W.W.)$632,2900.44%763CommonSOLE
90384S303ULTAUlta Beauty Inc$631,5970.43%1,289CommonSOLE
892356106TSCOTractor Supply Company$624,0170.43%2,902CommonSOLE
808513105SCHWCharles Schwab Corporation$620,9200.43%9,025CommonSOLE
363576109AJGGallagher, Arthur J. & CO.$615,4970.42%2,737CommonSOLE
74762E102QUREQuanta Services$615,4620.42%2,852CommonSOLE
907818108UNPUnion Pacific Corporation$612,0850.42%2,492CommonSOLE
46284V101IRMIron Mountain Inc$604,4870.42%8,638CommonSOLE
883556102TMOThermo Fisher Scientific Inc.$600,8540.41%1,132CommonSOLE
833034101SNASnap On Tools Corp Com$546,1970.38%1,891CommonSOLE
191216100KOCoca-Cola Co$533,4340.37%9,052CommonSOLE
61174X109MNSTMonster Beverage Corporation$528,9750.36%9,182CommonSOLE
231021106CMICummins Inc.$516,7520.36%2,157CommonSOLE
35137L204FOXFox Corporation Class B$487,1650.34%17,619CommonSOLE
58155Q103MCKMcKesson Corp$474,0920.33%1,024CommonSOLE
35671D857FCXFreeport-McMoRan, Inc$473,9320.33%11,133CommonSOLE
74460D109PSAPublic Storage$459,0250.32%1,505CommonSOLE
21037T109CEGConstellation Energy Corporation$458,7930.32%3,925CommonSOLE
461202103INTUIntuit Inc.$457,5220.31%732CommonSOLE
670346105NUENucor Corp$448,5010.31%2,577CommonSOLE
166764100CVXChevron Corporation$448,3750.31%3,006CommonSOLE
37959E102GLGlobe Life Inc$443,7910.31%3,646CommonSOLE
009158106APDAir Products and Chemicals, Inc.$416,7240.29%1,522CommonSOLE
816851109SRESempra Energy$415,5740.29%5,561CommonSOLE
717081103PFEPfizer Inc$399,0290.27%13,860CommonSOLE
573284106MLMMartin Marietta Materials Inc$398,6290.27%799CommonSOLE
44107P104HSTHost Hotels and Resorts Inc$397,3050.27%20,406CommonSOLE
925652109VICIVICI Properties Inc$395,2480.27%12,398CommonSOLE
756109104ORealty Income Corp com$388,2740.27%6,762CommonSOLE
45167R104IEXIDEX Corp$385,3700.27%1,775CommonSOLE
872540109TJXTJX Companies Inc$381,7130.26%4,069CommonSOLE
20825C104COPConocoPhillips$372,4690.26%3,209CommonSOLE
654106103NKENIKE, Inc. Class B$366,7490.25%3,378CommonSOLE
00206R102TAT&T Inc$355,8530.24%21,207CommonSOLE
30161N101EXCExelon Corp$354,8360.24%9,884CommonSOLE
526057104LENLennar Corp.$351,5850.24%2,359CommonSOLE
872590104TMUST-Mobile US Inc$336,0520.23%2,096CommonSOLE
15189T107CNPCenterPoint Energy Inc$329,7260.23%11,541CommonSOLE
617700109MORNMorningstar$323,4510.22%1,130CommonSOLE
92343V104VZVerizon Communications Inc.$317,3960.22%8,419CommonSOLE
235851102DHRDanaher Corporation$311,6150.21%1,347CommonSOLE
G54950103LINLinde plc$307,2110.21%748CommonSOLE
031162100AMGNAmgen Inc$302,1330.21%1,049CommonSOLE
56585A102MPCMarathon Petroleum Corp$298,6490.21%2,013CommonSOLE
778296103ROSTRoss Stores, Inc.$297,9540.21%2,153CommonSOLE
02079K107GOOGAlphabet Inc., 'C'$296,9400.20%2,107CommonSOLE
94106L109WMWaste Management, Inc.$291,9330.20%1,630CommonSOLE
445658107JBHTHunt (J.B.) Transport$290,2220.20%1,453CommonSOLE
126650100CVSCVS Health Corp$287,7300.20%3,644CommonSOLE
200525103CBSHCommerce Bancshares Inc$284,8890.20%5,334CommonSOLE
842587107SOSouthern Co$272,0660.19%3,880CommonSOLE
172908105CTASCintas Corporation$257,3360.18%427CommonSOLE
25278X109FANGDiamondback Energy, Inc.$250,1440.17%1,613CommonSOLE
025816109AXPAmerican Express$247,2890.17%1,320CommonSOLE
517834107LVSLas Vegas Sands Corp$233,9440.16%4,754CommonSOLE
018802108LNTAlliant Energy Corporation$233,9280.16%4,560CommonSOLE
29444U700EQIXEquinix, Inc.$223,0930.15%277CommonSOLE
125269100CFCF Industries Holdings, Inc$213,1400.15%2,681CommonSOLE
09247X101BLKCHFBlackRock, Inc.$202,1380.14%249CommonSOLE
446150104HBANHuntington Bancshares$141,9550.10%11,160CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.