MondegarAI
Heartland Bank & Trust Co

Q4 2024 · 13F-HR

Heartland Bank & Trust Coholdings as filed

Filed 2025-01-22 · accession 0001866040-25-000002

$184.1M
Reported value
139
Positions
2024-12-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
464288372IGFiShares Global Infrastructure ETF$15.1M8.19%288,535CommonSOLE
037833100AAPLApple Inc.$13.0M7.09%52,108CommonSOLE
594918104MSFTMicrosoft Corporation$9.8M5.32%23,246CommonSOLE
67066G104NVDANVIDIA Corporation$9.2M4.98%68,254CommonSOLE
06738C778DJPiPath Bloomberg Commodity Index Total Return$7.7M4.18%239,917CommonSOLE
02079K305GOOGLAlphabet Inc. Class A$7.3M3.97%38,639CommonSOLE
46428R107GSGiShares S&P Commodity ETF$6.4M3.50%295,895CommonSOLE
023135106AMZNAmazon.com, Inc.$5.3M2.86%23,988CommonSOLE
464288679SHViShares Short Treasury Bond ETF$4.7M2.56%42,727CommonSOLE
46625H100JPMJPMorgan Chase Co.$4.4M2.39%18,341CommonSOLE
11135F101AVGOBroadcom Inc.$4.0M2.16%17,135CommonSOLE
30303M102METAMeta Platforms, Inc.$3.7M1.99%6,248CommonSOLE
532457108LLYEli Lilly and Co$3.6M1.95%4,646CommonSOLE
464288489IFGLiShares International Dev Real Estate$3.3M1.78%170,045CommonSOLE
57636Q104MAMasterCard Inc. Class A$2.6M1.44%5,025CommonSOLE
88160R101TSLATesla Motors Inc$2.5M1.38%6,286CommonSOLE
931142103WMTWal-Mart Stores$2.2M1.18%23,986CommonSOLE
404111106HBTHBT Financial, Inc.$2.0M1.09%91,770CommonNONE
30231G102XOMExxon Mobil Corporation$1.9M1.06%18,095CommonSOLE
46435UAA9IBDSiShares iBonds Dec 2027 Term Corporate ETF$1.9M1.04%80,119CommonSOLE
742718109PGProcter & Gamble Company$1.9M1.02%11,161CommonSOLE
91324P102UNHUnitedHealth Group Incorporated$1.6M0.88%3,209CommonSOLE
46435GAA0IBDRiShares iBonds Dec 2026 Term Corporate ETF$1.6M0.88%67,220CommonSOLE
64110L106NFLXNetflix Inc$1.5M0.83%1,708CommonSOLE
00287Y109ABBVAbbVie Inc$1.5M0.80%8,243CommonSOLE
437076102HDHome Depot, Inc.$1.4M0.76%3,606CommonSOLE
084670702BRK/BBerkshire Hathaway Inc. Class B$1.4M0.76%3,082CommonSOLE
03076C106AMPAmeriprise Financial$1.4M0.75%2,607CommonSOLE
69608A108PLTRPalantir Technologies Inc$1.3M0.73%17,794CommonSOLE
053015103ADPAutomatic Data Processing, Inc.$1.2M0.65%4,119CommonSOLE
040413205ANETArista Networks Inc$1.2M0.64%10,703CommonSOLE
G29183103ETNEaton Corporation PLC$1.1M0.60%3,352CommonSOLE
949746101WMT2Wells Fargo$1.1M0.60%15,702CommonSOLE
46434VBD1IBDQiShares iBonds Dec 2025 Term Corporate ETF$1.1M0.60%43,796CommonSOLE
149123101CATCaterpillar Inc$1.1M0.58%2,952CommonSOLE
743315103PGRProgressive Corporation$1.0M0.57%4,365CommonSOLE
46435U515IBDTiShares iBonds Dec 2028 Term Corporate ETF$981,4090.53%39,414CommonSOLE
22160K105COSTCostco Wholesale Corporation$967,5810.53%1,056CommonSOLE
46120E602ISRGIntuitive Surgical, Inc.$958,3190.52%1,836CommonSOLE
911363109URIUnited Rentals Inc$921,4080.50%1,308CommonSOLE
79466L302CRMsalesforce.com, inc.$920,7450.50%2,754CommonSOLE
81762P102NOWServiceNow, Inc$900,0420.49%849CommonSOLE
459200101IBMInternational Business Machines$881,5180.48%4,010CommonSOLE
46284V101IRMIron Mountain Inc$855,4910.46%8,139CommonSOLE
74762E102QUREQuanta Services$849,2260.46%2,687CommonSOLE
166764100CVXChevron Corporation$818,7800.44%5,653CommonSOLE
58933Y105MRKMerck & Co., Inc.$816,2330.44%8,205CommonSOLE
21037T109CEGConstellation Energy Corporation$812,9620.44%3,634CommonSOLE
55354G100MSCIMSCI Inc$804,6130.44%1,341CommonSOLE
169656105CMGChipotle Mexican Grill, Inc.$794,9350.43%13,183CommonSOLE
101137107BSXBoston Scientific Corp$793,5190.43%8,884CommonSOLE
384802104GWWGrainger (W.W.)$785,2670.43%745CommonSOLE
697435105PANWPalo Alto Networks Inc$785,1570.43%4,315CommonSOLE
303250104FICOFair Isaac Inc$764,5170.42%384CommonSOLE
002824100ABTAbbott Laboratories$760,0990.41%6,720CommonSOLE
12503M108CBOECBOE Global Mkts Inc$753,6580.41%3,857CommonSOLE
35137L204FOXFox Corporation Class B$741,1250.40%16,203CommonSOLE
892356106TSCOTractor Supply Company$729,9460.40%13,757CommonSOLE
007903107AMDAdvanced Micro Devices$728,8470.40%6,034CommonSOLE
45687V106IRIngersoll Rand Inc$721,7800.39%7,979CommonSOLE
363576109AJGGallagher, Arthur J. & CO.$719,5600.39%2,535CommonSOLE
231021106CMICummins Inc.$717,0700.39%2,057CommonSOLE
863667101SYKStryker Corporation$714,3390.39%1,984CommonSOLE
235851102DHRDanaher Corporation$706,3250.38%3,077CommonSOLE
693718108PCARPaccar Inc$705,6720.38%6,784CommonSOLE
244199105DEDeere & Co$676,6490.37%1,597CommonSOLE
855244109SBUXStarbucks Corporation$673,6990.37%7,383CommonSOLE
369550108GDGeneral Dynamics Corporation$660,8330.36%2,508CommonSOLE
478160104JNJJohnson & Johnson$648,7650.35%4,486CommonSOLE
482480100KLACKLA Corporation$647,7630.35%1,028CommonSOLE
833034101SNASnap On Tools Corp Com$602,9170.33%1,776CommonSOLE
808513105SCHWCharles Schwab Corporation$599,3330.33%8,098CommonSOLE
191216100KOCoca-Cola Co$585,9290.32%9,411CommonSOLE
883556102TMOThermo Fisher Scientific Inc.$561,3280.30%1,079CommonSOLE
91913Y100VLOValero Energy Corporation$547,4870.30%4,466CommonSOLE
679580100ODFLOld Dominion Freight Line, Inc$518,7920.28%2,941CommonSOLE
580135101MCDMcDonald's Corp$514,2650.28%1,774CommonSOLE
90384S303ULTAUlta Beauty Inc$504,9540.27%1,161CommonSOLE
032095101APHAmphenol Corp Class A$490,5250.27%7,063CommonSOLE
58155Q103MCKMcKesson Corp$487,8430.26%856CommonSOLE
00206R102TAT&T Inc$484,9100.26%21,296CommonSOLE
446150104HBANHuntington Bancshares$484,5860.26%29,784CommonSOLE
872540109TJXTJX Companies Inc$480,8240.26%3,980CommonSOLE
609207105MDLZMondelez International 'A'$465,9540.25%7,801CommonSOLE
910047109UALUnited Airlines Holdings Inc$460,0600.25%4,738CommonSOLE
61174X109MNSTMonster Beverage Corporation$455,7480.25%8,671CommonSOLE
816851109SRESempra Energy$454,8280.25%5,185CommonSOLE
370334104GISGeneral Mills$445,1780.24%6,981CommonSOLE
872590104TMUST-Mobile US Inc$427,9950.23%1,939CommonSOLE
713448108PEPPepsico Inc$421,8150.23%2,774CommonSOLE
74460D109PSAPublic Storage$421,6120.23%1,408CommonSOLE
75886F107REGNRegeneron Pharmaceuticals Inc$411,7270.22%578CommonSOLE
009158106APDAir Products and Chemicals, Inc.$409,5360.22%1,412CommonSOLE
35671D857FCXFreeport-McMoRan, Inc$402,8480.22%10,579CommonSOLE
02079K107GOOGAlphabet Inc., 'C'$398,2100.22%2,091CommonSOLE
46436E858IBTGiShares iBonds Dec 2026 Term Treasury ETF$393,0850.21%17,233CommonSOLE
46436E841IBTHiShares iBonds Dec 2027 Term Treasury ETF$391,8830.21%17,655CommonSOLE
46436E833IBTIiShares iBonds Dec 2028 Term Treasury ETF$390,6510.21%17,835CommonSOLE
573284106MLMMartin Marietta Materials Inc$389,9580.21%755CommonSOLE
025537101AEPAmerican Electric Power Inc$386,1670.21%4,187CommonSOLE
907818108UNPUnion Pacific Corporation$385,1600.21%1,689CommonSOLE
74251V102PFGPrincipal Financial Group, Inc.$373,8130.20%4,829CommonSOLE
025816109AXPAmerican Express$363,5680.20%1,225CommonSOLE
30161N101EXCExelon Corp$342,7120.19%9,105CommonSOLE
001055102AFLAflac Inc$336,0770.18%3,249CommonSOLE
G54950103LINLinde plc$335,3550.18%801CommonSOLE
925652109VICIVICI Properties Inc$333,3740.18%11,413CommonSOLE
45167R104IEXIDEX Corp$333,1900.18%1,592CommonSOLE
15189T107CNPCenterPoint Energy Inc$330,3730.18%10,412CommonSOLE
G1151C101ACNAccenture Plc Class A$329,2750.18%936CommonSOLE
92343V104VZVerizon Communications Inc.$324,0390.18%8,103CommonSOLE
44107P104HSTHost Hotels and Resorts Inc$322,1050.17%18,385CommonSOLE
842587107SOSouthern Co$319,4020.17%3,880CommonSOLE
94106L109WMWaste Management, Inc.$312,3710.17%1,548CommonSOLE
200525103CBSHCommerce Bancshares Inc$310,8030.17%4,988CommonSOLE
172908105CTASCintas Corporation$305,1090.17%1,670CommonSOLE
609839105MPWRMonolithic Power Systems Inc$304,1340.17%514CommonSOLE
526057104LENLennar Corp.$301,2410.16%2,209CommonSOLE
778296103ROSTRoss Stores, Inc.$300,5730.16%1,987CommonSOLE
29444U700EQIXEquinix, Inc.$299,8390.16%318CommonSOLE
70432V102PAYCPaycom Software Inc$297,4110.16%1,451CommonSOLE
989207105ZBRAZebra Technologies Corp Class A$287,7340.16%745CommonSOLE
670346105NUENucor Corp$276,8360.15%2,372CommonSOLE
17275R102CSCOCisco Systems, Inc.$275,8130.15%4,659CommonSOLE
56585A102MPCMarathon Petroleum Corp$270,6300.15%1,940CommonSOLE
018802108LNTAlliant Energy Corporation$269,6780.15%4,560CommonSOLE
7591EP100RFRegions Financial Corp$268,9040.15%11,433CommonSOLE
65339F101NEENextEra Energy, Inc.$260,8080.14%3,638CommonSOLE
68389X105ORCLOracle Corp$254,9590.14%1,530CommonSOLE
12504L109CBRECBRE Group, Inc. Class A$249,8450.14%1,903CommonSOLE
25278X109FANGDiamondback Energy, Inc.$241,6490.13%1,475CommonSOLE
46436E478IBHGiShares iBonds 2027 Term High Yield & Income$239,5690.13%10,772CommonSOLE
46435U168IBHEiShares iBonds 2025 Term High Yield & Income$232,0460.13%10,002CommonSOLE
46436E528IBHFiShares iBonds 2026 Term High Yield & Income$230,7820.13%9,969CommonSOLE
09290D101BLKBlackrock Inc$230,6500.13%225CommonSOLE
445658107JBHTHunt (J.B.) Transport$225,2710.12%1,320CommonSOLE
125269100CFCF Industries Holdings, Inc$210,9960.11%2,473CommonSOLE
760759100RSGRepublic Services, Inc$210,8370.11%1,048CommonSOLE
941848103WATWaters Corporation$208,4910.11%562CommonSOLE

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.