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HEARTLAND BANK & TRUST CO 13F portfolio summary

HEARTLAND BANK & TRUST CO of HEARTLAND BANK & TRUST CO has 206 current stock holdings with a reported portfolio value of $442.4M. The portfolio 1 year return is +18.06%. Top holdings include IBDS (0.00%), EAGG (0.00%), IBDR (0.00%), FIGB (0.00%), IBDT (0.00%).

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HEARTLAND BANK & TRUST CO

HEARTLAND BANK & TRUST CO
Latest filing: 2026-03-31

HEARTLAND BANK & TRUST CO runs HEARTLAND BANK & TRUST CO and currently holds 206 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $442.37M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. HEARTLAND BANK & TRUST CO ranks #636 out of 1000 investors tracked based on their composite Alpha Score. Over the past year, HEARTLAND BANK & TRUST CO's portfolio at HEARTLAND BANK & TRUST CO has delivered returns of +18.06%. Their 3-year annualized return is +61.78%. Looking at the 5-year horizon, HEARTLAND BANK & TRUST CO has achieved +68.17% annualized returns at HEARTLAND BANK & TRUST CO.

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+18.06%
#742/1000
3 Year
+61.78%
#631/1000
5 Year
+68.17%
#554/1000

Portfolio Value

$442.37M

Alpha Score

49.2

#636 of 1000

Holdings

206

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change