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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 $184,105,758
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Global Infrastructure Etf
 288,535 $15,081,725 8.19%
2.
Apple Inc.
 AAPL 52,108 $13,048,886 7.08%
3.
Microsoft Corp
 MSFT 23,246 $9,798,189 5.32%
4.
Nvidia Corp
 NVDA 68,254 $9,165,830 4.97%
5.
Barclays Plc
 BCS 239,917 $7,698,937 4.18%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)