Long-term investor
Heartland Bank & Trust Co. @heartlandbanktrustco
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001866040).
Record
- Tracked since 2025-06-30 (446 days), 154 trades recorded
- Returns: week n/a · month n/a · 90 days +4.8% · 6 months n/a · 1 year +14.4% · all +14.4%
- Max drawdown n/a · win rate 20% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 922020748 · 13.4% · long · since 2026-03-31
- 316188606 · 10.1% · long · since 2026-03-31
- 464288372 · 4.9% · long · since 2025-06-30
- AAPL · 4.7% · long · since 2025-06-30
- NVDA · 3.5% · long · since 2025-06-30
- MSFT · 3.0% · long · since 2025-06-30
- GOOGL · 2.7% · long · since 2025-06-30
- AMZN · 2.4% · long · since 2025-06-30
- CAT · 2.0% · long · since 2025-06-30
- 06738C778 · 1.8% · long · since 2025-06-30
- LLY · 1.6% · long · since 2025-06-30
- 922908769 · 1.4% · long · since 2026-03-31