MondegarAI
Heartland Bank & Trust Co

Q3 2024 · 13F-HR

Heartland Bank & Trust Coholdings as filed

Filed 2024-10-22 · accession 0001866040-24-000009

$185.3M
Reported value
153
Positions
2024-09-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
464288372IGFiShares Global Infrastructure ETF$15.8M8.53%290,292CommonSOLE
06738C778DJPiPath Bloomberg Commodity Index Total Return$13.7M7.40%425,152CommonSOLE
037833100AAPLApple Inc.$11.9M6.41%51,019CommonSOLE
594918104MSFTMicrosoft Corporation$10.2M5.51%23,744CommonSOLE
67066G104NVDANVIDIA Corporation$9.0M4.85%73,954CommonSOLE
02079K305GOOGLAlphabet Inc. Class A$6.7M3.61%40,303CommonSOLE
464288679SHViShares Short Treasury Bond ETF$5.2M2.79%46,731CommonSOLE
023135106AMZNAmazon.com, Inc.$4.6M2.47%24,607CommonSOLE
532457108LLYEli Lilly and Co$4.2M2.25%4,701CommonSOLE
46625H100JPMJPMorgan Chase Co.$4.0M2.16%19,019CommonSOLE
30303M102METAMeta Platforms, Inc.$3.6M1.96%6,346CommonSOLE
11135F101AVGOBroadcom Inc.$2.9M1.57%16,850CommonSOLE
57636Q104MAMasterCard Inc. Class A$2.6M1.38%5,173CommonSOLE
30231G102XOMExxon Mobil Corporation$2.2M1.17%18,436CommonSOLE
742718109PGProcter & Gamble Company$2.0M1.10%11,792CommonSOLE
931142103WMTWal-Mart Stores$2.0M1.07%24,515CommonSOLE
404111106HBTHBT Financial, Inc.$1.9M1.02%86,700CommonNONE
00287Y109ABBVAbbVie Inc$1.7M0.91%8,580CommonSOLE
084670702BRK/BBerkshire Hathaway Inc. Class B$1.7M0.91%3,659CommonSOLE
88160R101TSLATesla Motors Inc$1.6M0.88%6,237CommonSOLE
91324P102UNHUnitedHealth Group Incorporated$1.6M0.84%2,670CommonSOLE
478160104JNJJohnson & Johnson$1.5M0.80%9,158CommonSOLE
437076102HDHome Depot, Inc.$1.5M0.79%3,598CommonSOLE
03076C106AMPAmeriprise Financial$1.3M0.68%2,689CommonSOLE
64110L106NFLXNetflix Inc$1.2M0.66%1,725CommonSOLE
007903107AMDAdvanced Micro Devices$1.2M0.64%7,240CommonSOLE
053015103ADPAutomatic Data Processing, Inc.$1.1M0.62%4,142CommonSOLE
743315103PGRProgressive Corporation$1.1M0.62%4,507CommonSOLE
G29183103ETNEaton Corporation PLC$1.1M0.61%3,430CommonSOLE
040413106ANETEURArista Networks, Inc.$1.1M0.61%2,945CommonSOLE
46435UAA9IBDSiShares iBonds Dec 2027 Term Corporate ETF$1.1M0.61%46,127CommonSOLE
911363109URIUnited Rentals Inc$1.1M0.60%1,363CommonSOLE
149123101CATCaterpillar Inc$1.1M0.58%2,745CommonSOLE
46120E602ISRGIntuitive Surgical, Inc.$1.1M0.57%2,162CommonSOLE
64110D104NTAPNetApp Inc$1.0M0.55%8,220CommonSOLE
58933Y105MRKMerck & Co., Inc.$1.0M0.54%8,858CommonSOLE
46435GAA0IBDRiShares iBonds Dec 2026 Term Corporate ETF$999,3130.54%41,124CommonSOLE
46284V101IRMIron Mountain Inc$998,8850.54%8,406CommonSOLE
713448108PEPPepsico Inc$986,8000.53%5,803CommonSOLE
21037T109CEGConstellation Energy Corporation$965,4540.52%3,713CommonSOLE
22160K105COSTCostco Wholesale Corporation$962,7610.52%1,086CommonSOLE
949746101WMT2Wells Fargo$915,5330.49%16,207CommonSOLE
459200101IBMInternational Business Machines$912,1760.49%4,126CommonSOLE
235851102DHRDanaher Corporation$900,5070.49%3,239CommonSOLE
166764100CVXChevron Corporation$866,9790.47%5,887CommonSOLE
101137107BSXBoston Scientific Corp$832,8040.45%9,938CommonSOLE
74762E102QUREQuanta Services$830,6460.45%2,786CommonSOLE
482480100KLACKLA Corporation$823,9720.44%1,064CommonSOLE
12503M108CBOECBOE Global Mkts Inc$816,4070.44%3,985CommonSOLE
892356106TSCOTractor Supply Company$816,3500.44%2,806CommonSOLE
55354G100MSCIMSCI Inc$816,1020.44%1,400CommonSOLE
45687V106IRIngersoll Rand Inc$811,0960.44%8,263CommonSOLE
169656105CMGChipotle Mexican Grill, Inc.$791,0650.43%13,729CommonSOLE
384802104GWWGrainger (W.W.)$780,1460.42%751CommonSOLE
81762P102NOWServiceNow, Inc$779,9080.42%872CommonSOLE
303250104FICOFair Isaac Inc$769,6340.42%396CommonSOLE
369550108GDGeneral Dynamics Corporation$764,2640.41%2,529CommonSOLE
697435105PANWPalo Alto Networks Inc$748,5420.40%2,190CommonSOLE
855244109SBUXStarbucks Corporation$746,2860.40%7,655CommonSOLE
863667101SYKStryker Corporation$746,0020.40%2,065CommonSOLE
363576109AJGGallagher, Arthur J. & CO.$744,2240.40%2,645CommonSOLE
46434VBD1IBDQiShares iBonds Dec 2025 Term Corporate ETF$718,5880.39%28,629CommonSOLE
693718108PCARPaccar Inc$693,2270.37%7,025CommonSOLE
244199105DEDeere & Co$689,8460.37%1,653CommonSOLE
231021106CMICummins Inc.$687,0830.37%2,122CommonSOLE
883556102TMOThermo Fisher Scientific Inc.$674,8600.36%1,091CommonSOLE
806857108SLBSchlumberger Ltd$672,6680.36%16,035CommonSOLE
717081103PFEPfizer Inc$667,5880.36%23,068CommonSOLE
35137L204FOXFox Corporation Class B$652,2670.35%16,811CommonSOLE
91913Y100VLOValero Energy Corporation$644,6330.35%4,774CommonSOLE
75886F107REGNRegeneron Pharmaceuticals Inc$639,1540.34%608CommonSOLE
609207105MDLZMondelez International 'A'$630,0260.34%8,552CommonSOLE
679580100ODFLOld Dominion Freight Line, Inc$607,2420.33%3,057CommonSOLE
580135101MCDMcDonald's Corp$604,4530.33%1,985CommonSOLE
191216100KOCoca-Cola Co$587,4560.32%8,175CommonSOLE
125523100CIThe Cigna Group$577,5150.31%1,667CommonSOLE
002824100ABTAbbott Laboratories$568,9100.31%4,990CommonSOLE
57060D108MKTXMarketAxess Holdings Inc.$556,2100.30%2,171CommonSOLE
370334104GISGeneral Mills$552,8410.30%7,486CommonSOLE
79466L302CRMsalesforce.com, inc.$551,2520.30%2,014CommonSOLE
808513105SCHWCharles Schwab Corporation$545,7650.29%8,421CommonSOLE
35671D857FCXFreeport-McMoRan, Inc$535,7910.29%10,733CommonSOLE
74460D109PSAPublic Storage$530,8860.29%1,459CommonSOLE
833034101SNASnap On Tools Corp Com$529,3000.29%1,827CommonSOLE
46434VBG4IBDPiShares iBonds Dec 2024 Term Corporate ETF$511,1580.28%20,276CommonSOLE
00206R102TAT&T Inc$501,2700.27%22,785CommonSOLE
609839105MPWRMonolithic Power Systems Inc$487,2120.26%527CommonSOLE
00724F101ADBEAdobe Inc.$485,6780.26%938CommonSOLE
032095101APHAmphenol Corp Class A$474,2340.26%7,278CommonSOLE
90384S303ULTAUlta Beauty Inc$473,1700.26%1,216CommonSOLE
446150104HBANHuntington Bancshares$466,7840.25%31,754CommonSOLE
461202103INTUIntuit Inc.$465,1290.25%749CommonSOLE
872540109TJXTJX Companies Inc$462,6370.25%3,936CommonSOLE
816851109SRESempra Energy$448,4240.24%5,362CommonSOLE
61174X109MNSTMonster Beverage Corporation$447,0450.24%8,569CommonSOLE
025537101AEPAmerican Electric Power Inc$443,1290.24%4,319CommonSOLE
74251V102PFGPrincipal Financial Group, Inc.$440,8390.24%5,132CommonSOLE
58155Q103MCKMcKesson Corp$440,0340.24%890CommonSOLE
526057104LENLennar Corp.$431,2040.23%2,300CommonSOLE
573284106MLMMartin Marietta Materials Inc$423,0650.23%786CommonSOLE
009158106APDAir Products and Chemicals, Inc.$422,1950.23%1,418CommonSOLE
872590104TMUST-Mobile US Inc$414,7840.22%2,010CommonSOLE
907818108UNPUnion Pacific Corporation$407,1850.22%1,652CommonSOLE
92343V104VZVerizon Communications Inc.$399,2950.22%8,891CommonSOLE
756109104ORealty Income Corp com$397,5800.21%6,269CommonSOLE
036752103ELVElevance Health, Inc.$386,3600.21%743CommonSOLE
925652109VICIVICI Properties Inc$382,6990.21%11,489CommonSOLE
30161N101EXCExelon Corp$370,9510.20%9,148CommonSOLE
670346105NUENucor Corp$370,1370.20%2,462CommonSOLE
001055102AFLAflac Inc$363,2380.20%3,249CommonSOLE
617700109MORNMorningstar$360,6060.19%1,130CommonSOLE
427866108HSYHershey Company$359,9710.19%1,877CommonSOLE
02079K107GOOGAlphabet Inc., 'C'$359,7930.19%2,152CommonSOLE
37959E102GLGlobe Life Inc$356,8110.19%3,369CommonSOLE
45167R104IEXIDEX Corp$354,5690.19%1,653CommonSOLE
842587107SOSouthern Co$351,2510.19%3,895CommonSOLE
G54950103LINLinde plc$349,5380.19%733CommonSOLE
44107P104HSTHost Hotels and Resorts Inc$347,1780.19%19,726CommonSOLE
172908105CTASCintas Corporation$337,2310.18%1,638CommonSOLE
025816109AXPAmerican Express$332,2200.18%1,225CommonSOLE
94106L109WMWaste Management, Inc.$330,9140.18%1,594CommonSOLE
038222105AMATApplied Materials$329,3420.18%1,630CommonSOLE
56585A102MPCMarathon Petroleum Corp$320,9330.17%1,970CommonSOLE
15189T107CNPCenterPoint Energy Inc$317,2060.17%10,782CommonSOLE
778296103ROSTRoss Stores, Inc.$312,4590.17%2,076CommonSOLE
20825C104COPConocoPhillips$306,8910.17%2,915CommonSOLE
68389X105ORCLOracle Corp$289,1690.16%1,697CommonSOLE
200525103CBSHCommerce Bancshares Inc$288,8620.16%4,863CommonSOLE
910047109UALUnited Airlines Holdings Inc$283,2460.15%4,964CommonSOLE
65339F101NEENextEra Energy, Inc.$281,4000.15%3,329CommonSOLE
654106103NKENIKE, Inc. Class B$278,3720.15%3,149CommonSOLE
G1151C101ACNAccenture Plc Class A$278,1890.15%787CommonSOLE
018802108LNTAlliant Energy Corporation$276,7460.15%4,560CommonSOLE
46266C105IQVIQVIA Holdings Inc$275,3590.15%1,162CommonSOLE
7591EP100RFRegions Financial Corp$273,8940.15%11,740CommonSOLE
46436E833IBTIiShares iBonds Dec 2028 Term Treasury ETF$269,2520.15%11,964CommonSOLE
46436E841IBTHiShares iBonds Dec 2027 Term Treasury ETF$268,0440.14%11,842CommonSOLE
46436E858IBTGiShares iBonds Dec 2026 Term Treasury ETF$266,5390.14%11,556CommonSOLE
25278X109FANGDiamondback Energy, Inc.$264,2890.14%1,533CommonSOLE
40412C101HCAHCA Healthcare$254,4250.14%626CommonSOLE
70432V102PAYCPaycom Software Inc$251,5210.14%1,510CommonSOLE
29444U700EQIXEquinix, Inc.$247,6490.13%279CommonSOLE
46435U515IBDTiShares iBonds Dec 2028 Term Corporate ETF$245,8790.13%9,631CommonSOLE
12504L109CBRECBRE Group, Inc. Class A$245,8480.13%1,975CommonSOLE
00130H105AESAES Corp$238,8140.13%11,905CommonSOLE
445658107JBHTHunt (J.B.) Transport$235,5750.13%1,367CommonSOLE
517834107LVSLas Vegas Sands Corp$222,1500.12%4,413CommonSOLE
760759100RSGRepublic Services, Inc$219,1160.12%1,091CommonSOLE
46428R107GSGiShares S&P Commodity ETF$217,8330.12%10,373CommonSOLE
125269100CFCF Industries Holdings, Inc$215,1010.12%2,507CommonSOLE
09247X101BLKCHFBlackRock, Inc.$213,6400.12%225CommonSOLE
911312106UPSUnited Parcel 'B'$209,0100.11%1,533CommonSOLE
595112103MUMicron Tech Inc$204,6200.11%1,973CommonSOLE

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.