Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
HTLF Bank (CIK 2003343) reported $884.8M across 217 reported positions in its SEC 13F filing for 2024-12-31. Largest positions: VUG ($69.7M, 7.88%), VTV ($64.0M, 7.24%), HTLF ($63.7M, 7.20%), ITM ($58.6M, 6.62%), EFV ($34.3M, 3.88%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VUG | Vanguard ETF/USA | $69.7M | 7.88% | 169,834 | Trimmed |
| 2 | VTV | Vanguard ETF/USA | $64.0M | 7.24% | 378,285 | Trimmed |
| 3 | HTLF | Heartland Financial USA Inc | $63.7M | 7.20% | 1.0M | Trimmed |
| 4 | ITM | Van Eck Associates Corp | $58.6M | 6.62% | 1.3M | Trimmed |
| 5 | EFV | ISHARES | $34.3M | 3.88% | 653,550 | Trimmed |
| 6 | EFG | BlackRock Fund Advisors | $33.6M | 3.80% | 347,309 | Trimmed |
| 7 | SHM | SSgA Funds Management Inc | $30.4M | 3.44% | 642,073 | Added |
| 8 | AAPL | Apple Inc | $25.9M | 2.92% | 103,263 | Trimmed |
| 9 | MSFT | MICROSOFT CORP | $20.6M | 2.33% | 48,908 | Trimmed |
| 10 | QAI | INDEXIQ ETF TRUST/USA | $18.6M | 2.10% | 592,568 | Trimmed |
| 11 | JEPI | JP Morgan ETFs/USA | $17.1M | 1.93% | 296,603 | Trimmed |
| 12 | BND | Vanguard ETF/USA | $15.1M | 1.71% | 210,301 | Trimmed |
| 13 | INCE | Franklin LibertyShares ETFs/US | $14.9M | 1.69% | 269,439 | Trimmed |
| 14 | GOOGL | ALPHABET INC | $14.3M | 1.62% | 75,614 | Trimmed |
| 15 | VWO | VANGUARD ETF/USA | $13.9M | 1.58% | 316,693 | Trimmed |
| 16 | VBK | Vanguard Group Inc/The | $13.1M | 1.48% | 46,821 | Trimmed |
| 17 | VBR | VANGUARD ETF/USA | $12.4M | 1.41% | 62,778 | Trimmed |
| 18 | AVGO | Broadcom Inc | $12.3M | 1.39% | 52,972 | Trimmed |
| 19 | JPM | JPMorgan Chase & Co | $11.7M | 1.33% | 48,932 | Trimmed |
| 20 | AMZN | Amazon.com Inc | $10.7M | 1.21% | 48,897 | Trimmed |
| 21 | SPIB | SSGA FUNDS MANAGEMENT INC | $10.1M | 1.14% | 306,860 | Trimmed |
| 22 | ORCL | ORACLE CORP | $9.3M | 1.05% | 55,591 | Trimmed |
| 23 | WMT | Walmart Inc | $9.2M | 1.04% | 101,567 | Trimmed |
| 24 | RTX | RTX Corp | $8.2M | 0.92% | 70,681 | Trimmed |
| 25 | VTI | VANGUARD ETF/USA | $8.0M | 0.91% | 27,734 | Added |
Source: SEC Form 13F filings · as of 2024-12-31