MondegarAI
Heartland Bank & Trust Co

Q1 2025 · 13F-HR

Heartland Bank & Trust Coholdings as filed

Filed 2025-04-22 · accession 0001866040-25-000004

$194.8M
Reported value
161
Positions
2025-03-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
464288372IGFiShares Global Infrastructure ETF$18.0M9.23%328,853CommonSOLE
037833100AAPLApple Inc.$14.0M7.17%62,844CommonSOLE
594918104MSFTMicrosoft Corporation$10.9M5.58%28,957CommonSOLE
67066G104NVDANVIDIA Corporation$8.1M4.16%74,826CommonSOLE
06738C778DJPiPath Bloomberg Commodity Index Total Return$7.2M3.70%203,935CommonSOLE
02079K305GOOGLAlphabet Inc. Class A$7.0M3.58%45,083CommonSOLE
023135106AMZNAmazon.com, Inc.$5.3M2.73%27,900CommonSOLE
30303M102METAMeta Platforms, Inc.$4.2M2.18%7,373CommonSOLE
532457108LLYEli Lilly and Co$4.1M2.11%4,986CommonSOLE
46625H100JPMJPMorgan Chase Co.$3.4M1.76%13,956CommonSOLE
464288679SHViShares Short Treasury Bond ETF$2.5M1.29%22,818CommonSOLE
11135F101AVGOBroadcom Inc.$2.5M1.29%15,046CommonSOLE
084670702BRK/BBerkshire Hathaway Inc. Class B$2.5M1.29%4,721CommonSOLE
46435UAA9IBDSiShares iBonds Dec 2027 Term Corporate ETF$2.4M1.23%99,119CommonSOLE
931142103WMTWal-Mart Stores$2.3M1.19%26,432CommonSOLE
30231G102XOMExxon Mobil Corporation$2.3M1.16%19,004CommonSOLE
742718109PGProcter & Gamble Company$2.2M1.11%12,655CommonSOLE
46435GAA0IBDRiShares iBonds Dec 2026 Term Corporate ETF$2.1M1.08%86,505CommonSOLE
46435U515IBDTiShares iBonds Dec 2028 Term Corporate ETF$2.1M1.07%82,331CommonSOLE
91324P102UNHUnitedHealth Group Incorporated$2.0M1.01%3,767CommonSOLE
00287Y109ABBVAbbVie Inc$1.9M1.00%9,284CommonSOLE
88160R101TSLATesla Motors Inc$1.9M0.98%7,352CommonSOLE
64110L106NFLXNetflix Inc$1.9M0.97%2,021CommonSOLE
92826C839VVisa Inc. Class A$1.9M0.97%5,377CommonSOLE
75513E101RTXRTX Corporation$1.7M0.89%13,064CommonSOLE
57636Q104MAMasterCard Inc. Class A$1.6M0.83%2,955CommonSOLE
79466L302CRMsalesforce.com, inc.$1.6M0.82%5,981CommonSOLE
007903107AMDAdvanced Micro Devices$1.6M0.82%15,514CommonSOLE
478160104JNJJohnson & Johnson$1.5M0.80%9,346CommonSOLE
437076102HDHome Depot, Inc.$1.4M0.73%3,870CommonSOLE
46434VBD1IBDQiShares iBonds Dec 2025 Term Corporate ETF$1.4M0.70%53,909CommonSOLE
78409V104SPGISP Global, Inc.$1.3M0.67%2,583CommonSOLE
002824100ABTAbbott Laboratories$1.2M0.63%9,257CommonSOLE
22160K105COSTCostco Wholesale Corporation$1.2M0.60%1,230CommonSOLE
459200101IBMInternational Business Machines$1.2M0.59%4,650CommonSOLE
166764100CVXChevron Corporation$1.1M0.56%6,537CommonSOLE
363576109AJGGallagher, Arthur J. & CO.$1.1M0.54%3,053CommonSOLE
46120E602ISRGIntuitive Surgical, Inc.$1.0M0.53%2,068CommonSOLE
35137L204FOXFox Corporation Class B$1.0M0.53%19,427CommonSOLE
316773100FITBFifth Third Bancorp$1.0M0.52%25,782CommonSOLE
053015103ADPAutomatic Data Processing, Inc.$1.0M0.52%3,299CommonSOLE
69351T106PPLPPL Corp$992,1940.51%27,477CommonSOLE
38141G104GSGoldman Sachs Group$983,8680.51%1,801CommonSOLE
101137107BSXBoston Scientific Corp$979,2420.50%9,707CommonSOLE
69608A108PLTRPalantir Technologies Inc$974,9040.50%11,551CommonSOLE
149123101CATCaterpillar Inc$906,2900.47%2,748CommonSOLE
907818108UNPUnion Pacific Corporation$894,1680.46%3,785CommonSOLE
303250104FICOFair Isaac Inc$887,0410.46%481CommonSOLE
863667101SYKStryker Corporation$884,4660.45%2,376CommonSOLE
892356106TSCOTractor Supply Company$881,5450.45%15,999CommonSOLE
713448108PEPPepsico Inc$860,0560.44%5,736CommonSOLE
855244109SBUXStarbucks Corporation$855,9330.44%8,726CommonSOLE
697435105PANWPalo Alto Networks Inc$844,8390.43%4,951CommonSOLE
231021106CMICummins Inc.$827,1680.42%2,639CommonSOLE
46284V101IRMIron Mountain Inc$816,6920.42%9,492CommonSOLE
482480100KLACKLA Corporation$808,9620.42%1,190CommonSOLE
806857108SLBSchlumberger Ltd$802,4760.41%19,198CommonSOLE
09260D107BXThe Blackstone Group Inc$793,8110.41%5,679CommonSOLE
291011104EMREmerson Electric$783,7070.40%7,148CommonSOLE
743315103PGRProgressive Corporation$780,5420.40%2,758CommonSOLE
191216100KOCoca-Cola Co$777,1490.40%10,851CommonSOLE
883556102TMOThermo Fisher Scientific Inc.$774,2660.40%1,556CommonSOLE
064058100BKBank of New York Mellon$773,0300.40%9,217CommonSOLE
595112103MUMicron Tech Inc$772,1050.40%8,886CommonSOLE
375558103GILDGilead Sciences$770,2320.40%6,874CommonSOLE
81762P102NOWServiceNow, Inc$765,0910.39%961CommonSOLE
169656105CMGChipotle Mexican Grill, Inc.$761,5350.39%15,167CommonSOLE
260003108DOVDover Corp.$738,7340.38%4,205CommonSOLE
G51502105JCIJohnson Controls International PLC$730,0420.37%9,113CommonSOLE
91913Y100VLOValero Energy Corporation$727,7060.37%5,510CommonSOLE
00206R102TAT&T Inc$708,9800.36%25,070CommonSOLE
58933Y105MRKMerck & Co., Inc.$697,4350.36%7,770CommonSOLE
88579Y101MMM3M Co$689,8010.35%4,697CommonSOLE
369604301GEGE Aerospace$686,9150.35%3,432CommonSOLE
58155Q103MCKMcKesson Corp$679,7200.35%1,010CommonSOLE
580135101MCDMcDonald's Corp$648,7930.33%2,077CommonSOLE
609207105MDLZMondelez International 'A'$644,5070.33%9,499CommonSOLE
872590104TMUST-Mobile US Inc$622,2340.32%2,333CommonSOLE
30034W106EVRGEvergy Inc$607,7250.31%8,814CommonSOLE
61174X109MNSTMonster Beverage Corporation$602,5220.31%10,296CommonSOLE
717081103PFEPfizer Inc$575,4970.30%22,711CommonSOLE
040413205ANETArista Networks Inc$574,9020.30%7,420CommonSOLE
020002101ALLAllstate Corp$561,7810.29%2,713CommonSOLE
872540109TJXTJX Companies Inc$555,2860.29%4,559CommonSOLE
92939U106WECWEC Energy Group$547,7330.28%5,026CommonSOLE
032095101APHAmphenol Corp Class A$536,0670.28%8,173CommonSOLE
760759100RSGRepublic Services, Inc$531,5410.27%2,195CommonSOLE
90384S303ULTAUlta Beauty Inc$523,4190.27%1,428CommonSOLE
59156R108METMetLife Inc$515,9440.26%6,426CommonSOLE
370334104GISGeneral Mills$512,8190.26%8,577CommonSOLE
74460D109PSAPublic Storage$498,6170.26%1,666CommonSOLE
009158106APDAir Products and Chemicals, Inc.$494,2860.25%1,676CommonSOLE
949746101WMT2Wells Fargo$494,2020.25%6,884CommonSOLE
808513105SCHWCharles Schwab Corporation$472,6550.24%6,038CommonSOLE
172967424CCitigroup Inc.$465,5520.24%6,558CommonSOLE
35671D857FCXFreeport-McMoRan, Inc$464,0500.24%12,257CommonSOLE
023608102AEEAmeren Corp$451,4990.23%4,497CommonSOLE
925652109VICIVICI Properties Inc$445,8830.23%13,669CommonSOLE
90353T100UBERUber Technologies Inc$443,0620.23%6,081CommonSOLE
756109104ORealty Income Corp com$433,9150.22%7,480CommonSOLE
573284106MLMMartin Marietta Materials Inc$428,8830.22%897CommonSOLE
G54950103LINLinde plc$424,6640.22%912CommonSOLE
235851102DHRDanaher Corporation$424,3500.22%2,070CommonSOLE
92343V104VZVerizon Communications Inc.$420,1690.22%9,263CommonSOLE
337738108FISVFiserv Inc$417,1480.21%1,889CommonSOLE
941848103WATWaters Corporation$413,5360.21%1,122CommonSOLE
244199105DEDeere & Co$412,0890.21%878CommonSOLE
174610105CFGCitizens Financial Group, Inc.$398,1870.20%9,719CommonSOLE
46436E833IBTIiShares iBonds Dec 2028 Term Treasury ETF$396,8290.20%17,835CommonSOLE
46436E841IBTHiShares iBonds Dec 2027 Term Treasury ETF$395,8250.20%17,655CommonSOLE
46436E858IBTGiShares iBonds Dec 2026 Term Treasury ETF$395,3250.20%17,233CommonSOLE
46436E825IBTJiShares iBonds Dec 2029 Term Treasury ETF$387,3750.20%17,794CommonSOLE
629377508NRGNRG Energy Inc$384,8950.20%4,032CommonSOLE
12572Q105CMECME Group Inc. Class A$376,9770.19%1,421CommonSOLE
384802104GWWGrainger (W.W.)$370,4360.19%375CommonSOLE
427866108HSYHershey Company$365,6620.19%2,138CommonSOLE
20825C104COPConocoPhillips$365,4700.19%3,480CommonSOLE
001055102AFLAflac Inc$361,2570.19%3,249CommonSOLE
172908105CTASCintas Corporation$355,7720.18%1,731CommonSOLE
23918K108DVADaVita Inc$352,5960.18%2,305CommonSOLE
219948106CPAYCorpay Inc$352,5560.18%1,011CommonSOLE
670346105NUENucor Corp$342,0060.18%2,842CommonSOLE
609839105MPWRMonolithic Power Systems Inc$339,2880.17%585CommonSOLE
911312106UPSUnited Parcel 'B'$333,3800.17%3,031CommonSOLE
025816109AXPAmerican Express$328,2410.17%1,220CommonSOLE
02079K107GOOGAlphabet Inc., 'C'$326,6770.17%2,091CommonSOLE
46436E478IBHGiShares iBonds 2027 Term High Yield & Income$325,7220.17%14,590CommonSOLE
084423102WRBWR Berkley Corp$324,4180.17%4,559CommonSOLE
44107P104HSTHost Hotels and Resorts Inc$320,5070.16%22,555CommonSOLE
46436E528IBHFiShares iBonds 2026 Term High Yield & Income$314,4450.16%13,542CommonSOLE
56585A102MPCMarathon Petroleum Corp$313,0880.16%2,149CommonSOLE
842587107SOSouthern Co$312,3540.16%3,397CommonSOLE
05464C101AXONAxon Enterprise Inc$306,6290.16%583CommonSOLE
778296103ROSTRoss Stores, Inc.$303,5010.16%2,375CommonSOLE
526057104LENLennar Corp.$303,4780.16%2,644CommonSOLE
46436E387IBHHiShares iBonds 2028 Term High Yield & Income$303,4230.16%12,989CommonSOLE
36828A101GEVGE Vernova Inc$297,3430.15%974CommonSOLE
12504L109CBRECBRE Group, Inc. Class A$294,2550.15%2,250CommonSOLE
17275R102CSCOCisco Systems, Inc.$287,5070.15%4,659CommonSOLE
29444U700EQIXEquinix, Inc.$285,3730.15%350CommonSOLE
92345Y106VRSKVerisk Analytics Inc$281,8460.14%947CommonSOLE
25278X109FANGDiamondback Energy, Inc.$281,7090.14%1,762CommonSOLE
G1151C101ACNAccenture Plc Class A$279,9000.14%897CommonSOLE
46435U168IBHEiShares iBonds 2025 Term High Yield & Income$277,5550.14%11,943CommonSOLE
200525103CBSHCommerce Bancshares Inc$273,9980.14%4,403CommonSOLE
989207105ZBRAZebra Technologies Corp Class A$267,3020.14%946CommonSOLE
038222105AMATApplied Materials$267,0210.14%1,840CommonSOLE
404111106HBTHBT Financial, Inc.$264,8860.14%11,820CommonSOLE
701094104PHParker Hannifin Corp$259,5520.13%427CommonSOLE
125523100CIThe Cigna Group$254,6460.13%774CommonSOLE
40412C101HCAHCA Healthcare$246,3770.13%713CommonSOLE
46436E205IBDUiShares iBonds Dec 2029 Term Corporate ETF$244,6000.13%10,575CommonSOLE
018802108LNTAlliant Energy Corporation$239,7040.12%3,725CommonSOLE
21037T109CEGConstellation Energy Corporation$238,3270.12%1,182CommonSOLE
654106103NKENIKE, Inc. Class B$235,1930.12%3,705CommonSOLE
125269100CFCF Industries Holdings, Inc$231,9490.12%2,968CommonSOLE
86800U302SMCISuper Micro Computer Inc$216,3630.11%6,319CommonSOLE
443201108HWMHowmet Aerospace Inc$214,5730.11%1,654CommonSOLE
68389X105ORCLOracle Corp$213,9090.11%1,530CommonSOLE
09290D101BLKBlackrock Inc$212,9580.11%225CommonSOLE
517834107LVSLas Vegas Sands Corp$203,7350.10%5,274CommonSOLE

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.