DOSSIER · 13F-HR · Q4 2025

Heartland Bank & Trust Co

$236M in tracked AUM across 190 positions as of Q4 2025.

HB
CIK 0001866040 · last filed Dec 31, 2025
Total AUM
$236M
as of Q4 2025
Holdings
190
positions
Whale Score
49
49
tracked
Activity
no data
changes this Q
AI Analysis · Q4 2025

Heartland Bank & Trust Co filed its latest 13F-HR for Q4 2025. See the latest holdings and position changes below.

Quarter at a glance — Q4 2025

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q4 2025.

#HoldingValueSharesWeight
01
IGF
iShares Global Infrastructure ETF
$20M332K8.6%
02
AAPL
Apple Inc.
$18M67K7.7%
03
MSFT
Microsoft Corporation
$14M29K5.8%
04
NVDA
NVIDIA Corporation
$13M68K5.4%
05
GOOGL
Alphabet Inc. Class A
$11M36K4.8%
06
AMZN
Amazon.com, Inc.
$9M40K4.0%
07
DJP
iPath Bloomberg Commodity Index Total Return
$7M181K2.9%
08
LLY
Eli Lilly and Co
$5M5K2.2%
09
AVGO
Broadcom Inc.
$5M14K2.1%
10
IBDS
iShares iBonds Dec 2027 Term Corporate ETF
$5M197K2.0%

Filing history

2025Q4Dec 31
$236M 2.4%
190 positionsView →
2025Q3Sep 30
$242M 13.4%
207 positionsView →
2025Q2Jun 30
$213M 9.6%
202 positionsLocked
2025Q1Mar 31
$195M 5.8%
196 positionsLocked
2024Q4Dec 31
$184M 0.7%
172 positionsLocked
2024Q3Sep 30
$185M 5.1%
187 positionsLocked
2024Q2Jun 30
$176M 2.5%
178 positionsLocked
2024Q1Mar 31
$172M 18.4%
175 positionsLocked
2023Q4Dec 31
$145M 14.7%
152 positionsLocked
2023Q3Sep 30
$127M 1.0%
160 positionsLocked
2023Q2Jun 30
$128M 3.3%
158 positionsLocked
2023Q1Mar 31
$132M 2.4%
164 positionsLocked
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