Top 50 Heartland Bank & Trust Co Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VCRB | Vanguard Core Bond ETF | 14.41% | 823.6K | $63.7M | new | $77.64(-1.00%) | 2026-03-31 | |
| FIGB | Fidelity Investment Grade Bond ETF | 10.84% | 1.11M | $48.0M | new | $43.24(-1.05%) | 2026-03-31 | |
| IGF | iShares Global Infrastructure ETF | 5.29% | 349.0K | $23.4M | +5.22%(+17.32K) | $47.90(+39.61%) | 2026-03-31 | |
| AAPL | APPLE INC | 4.55% | 79.3K | $20.1M | +18.86%(+12.58K) | $179.52(+71.92%) | 2026-03-31 | |
| NVDA | NVIDIA CORP | 3.43% | 86.9K | $15.2M | +26.99%(+18.47K) | $57.61(+238.19%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 3.32% | 39.7K | $14.7M | +38.91%(+11.11K) | $328.27(+18.95%) | 2026-03-31 | |
| GOOGL | ALPHABET INC CLASS A | 2.43% | 37.4K | $10.8M | +4.18%(+1.50K) | $118.91(+202.66%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 2.3% | 48.9K | $10.2M | +20.80%(+8.41K) | $164.51(+47.51%) | 2026-03-31 | |
| DJP | iPath Bloomberg Commodity Index Total Return | 2.14% | 196.4K | $9.5M | +8.27%(+14.99K) | $32.79(+32.93%) | 2026-03-31 | |
| CAT | CATERPILLAR INC | 1.48% | 9.3K | $6.6M | +48.75%(+3.03K) | $480.37(+100.58%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +23.70% | +89.28% |
| Top 20 Holdings Unweighted | +26.54% | +102.62% |
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