HBT
Heartland Bank & Trust Portfolio holdings
AUM
$213M
1-Year Est. Return
22.35%
1 Year Est. Return
+22.35%
AUM
$213M
AUM Growth
+$18.6M
(+9.6%)
Holding
179
Top Buys
| 1 | +$1.38M | |
| 2 | +$1.25M | |
| 3 | +$961K | |
| 4 |
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
|
+$878K |
| 5 |
Lockheed Martin
LMT
|
+$876K |
Top Sells
| 1 | +$1.34M | |
| 2 | +$1.15M | |
| 3 | +$817K | |
| 4 |
Apple
AAPL
|
+$809K |
| 5 |
SLB Ltd
SLB
|
+$802K |
Sector Composition
| 1 | Technology | 27.99% |
| 2 | Financials | 10.37% |
| 3 | Communication Services | 8.81% |
| 4 | Healthcare | 8.06% |
| 5 | Consumer Discretionary | 7.15% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
176
Nucor
NUE
$34.4B
| – | – |
-2,842
|
|
||
|
177
SLB Ltd
SLB
$53.9B
| – | – |
-19,198
|
|
||
178
VICI Properties
VICI
$32B
| – | – |
-13,669
|
|
||
179
Valero Energy
VLO
$51.7B
| – | – |
-5,510
|
|