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Indiana Trust & Investment Management Co Top Holdings and 13F Report (2025)

About Indiana Trust & Investment Management Co

Investment Activity

  • Indiana Trust & Investment Management Co has $276.19 million in total holdings as of March 31, 2025.
  • Indiana Trust & Investment Management Co owns shares of 470 different stocks, but just 71 companies or ETFs make up 80% of its holdings.
  • Approximately 0.78% of the portfolio was purchased this quarter.
  • About 2.36% of the portfolio was sold this quarter.
  • This quarter, Indiana Trust & Investment Management Co has purchased 483 new stocks and bought additional shares in 47 stocks.
  • Indiana Trust & Investment Management Co sold shares of 71 stocks and completely divested from 20 stocks this quarter.

Largest Holdings

NVIDIA
$20,729,517
Apple
$13,326,467
Amazon.com
$8,228,364

Largest New Holdings this Quarter

808524805 - Schwab International Equity ETF
$87,843 Holding
464286608 - iShares MSCI Eurozone ETF
$24,389 Holding
749552105 - RF Industries
$7,856 Holding
M1R95N100 - Arbe Robotics
$5,150 Holding

Largest Purchases this Quarter

Alphabet
1,662 shares (about $257.01K)
Vanguard Total Bond Market ETF
2,993 shares (about $219.84K)
JPMorgan Chase & Co.
875 shares (about $214.64K)
NVIDIA
1,380 shares (about $149.56K)
iShares Core S&P 500 ETF
223 shares (about $125.30K)

Largest Sales this Quarter

Eli Lilly and Company
1,074 shares (about $887.03K)
Nuveen AMT-Free Quality Municipal Income Fund
74,000 shares (about $828.80K)
Nuveen Quality Municipal Income Fund
54,702 shares (about $630.17K)
1st Source
8,528 shares (about $510.06K)
Apple
1,728 shares (about $383.84K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofIndiana Trust & Investment Management Co

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$23,893,784$263,473 -1.1%42,7148.7%Finance
NVIDIA Co. stock logo
NVDA
NVIDIA
$20,729,517$149,564 0.7%191,2677.5%Computer and Technology
Apple Inc. stock logo
AAPL
Apple
$13,326,467$383,841 -2.8%59,9944.8%Computer and Technology
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$9,632,588$887,027 -8.4%11,6633.5%Medical
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$8,228,364$73,250 0.9%43,2483.0%Retail/Wholesale
iShares Russell 1000 ETF stock logo
IWB
iShares Russell 1000 ETF
$7,851,9310.0%25,5982.8%ETF
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$7,456,629$214,637 3.0%30,3982.7%Finance
Alphabet Inc. stock logo
GOOGL
Alphabet
$7,442,205$257,012 3.6%48,1262.7%Computer and Technology
Costco Wholesale Co. stock logo
COST
Costco Wholesale
$7,169,012$66,205 -0.9%7,5802.6%Retail/Wholesale
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$6,401,042$14,444 -0.2%17,7272.3%ETF
Meta Platforms, Inc. stock logo
META
Meta Platforms
$5,529,598$63,400 1.2%9,5942.0%Computer and Technology
Fiserv, Inc. stock logo
FI
Fiserv
$5,027,637$85,020 -1.7%22,7671.8%Business Services
Oracle Co. stock logo
ORCL
Oracle
$4,111,253$13,981 -0.3%29,4061.5%Computer and Technology
Ball Co. stock logo
BALL
Ball
$3,976,3260.0%76,3651.4%Industrials
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$3,881,840$1,099 0.0%14,1241.4%ETF
Microsoft Co. stock logo
MSFT
Microsoft
$3,847,372$203,461 -5.0%10,2491.4%Computer and Technology
The TJX Companies, Inc. stock logo
TJX
TJX Companies
$3,370,084$6,090 0.2%27,6691.2%Retail/Wholesale
Lowe's Companies, Inc. stock logo
LOW
Lowe's Companies
$2,630,135$9,329 0.4%11,2771.0%Retail/Wholesale
Visa Inc. stock logo
V
Visa
$2,465,136$103,035 -4.0%7,0340.9%Business Services
Caterpillar Inc. stock logo
CAT
Caterpillar
$2,458,329$51,119 2.1%7,4540.9%Industrials
AbbVie Inc. stock logo
ABBV
AbbVie
$2,371,7660.0%11,3200.9%Medical
1st Source Co. stock logo
SRCE
1st Source
$2,238,509$510,060 -18.6%37,4270.8%Finance
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$2,188,2590.0%13,1950.8%Medical
iShares Russell Mid-Cap ETF stock logo
IWR
iShares Russell Mid-Cap ETF
$2,162,9050.0%25,4250.8%ETF
Nuveen Quality Municipal Income Fund stock logo
NAD
Nuveen Quality Municipal Income Fund
$1,961,844$630,167 -24.3%170,2990.7%Financial Services
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$1,944,174$125,304 6.9%3,4600.7%ETF
The Procter & Gamble Company stock logo
PG
Procter & Gamble
$1,935,971$57,091 -2.9%11,3600.7%Consumer Staples
Exxon Mobil Co. stock logo
XOM
Exxon Mobil
$1,841,155$15,461 -0.8%15,4810.7%Energy
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$1,838,300$3,990 -0.2%9,2150.7%Finance
Blackrock Inc Com
$1,817,242$18,930 -1.0%1,9200.7%Com
Walmart Inc. stock logo
WMT
Walmart
$1,752,288$119,394 7.3%19,9600.6%Retail/Wholesale
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$1,717,4870.0%3,3420.6%ETF
Invesco Trust for Investment Grade Municipals stock logo
VGM
Invesco Trust for Investment Grade Municipals
$1,713,120$36,752 -2.1%172,0000.6%Finance
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$1,685,615$6,391 0.4%3,1650.6%Finance
AllianceBernstein National Municipal Income Fund, Inc. stock logo
AFB
AllianceBernstein National Municipal Income Fund
$1,653,4570.0%152,2520.6%Financial Services
iShares Micro-Cap ETF stock logo
IWC
iShares Micro-Cap ETF
$1,633,7040.0%14,7300.6%ETF
iShares Russell 1000 Value ETF stock logo
IWD
iShares Russell 1000 Value ETF
$1,632,664$31,046 -1.9%8,6770.6%ETF
Vanguard Information Technology ETF stock logo
VGT
Vanguard Information Technology ETF
$1,588,0890.0%2,9280.6%ETF
Nuveen AMT-Free Quality Municipal Income Fund stock logo
NEA
Nuveen AMT-Free Quality Municipal Income Fund
$1,556,800$828,800 -34.7%139,0000.6%Financial Services
Old National Bancorp stock logo
ONB
Old National Bancorp
$1,531,5710.0%72,2780.6%Finance
iShares MSCI EAFE ETF stock logo
EFA
iShares MSCI EAFE ETF
$1,487,323$6,538 -0.4%18,1980.5%Finance
Stryker Co. stock logo
SYK
Stryker
$1,474,482$50,254 3.5%3,9610.5%Medical
Eaton Vance Municipal Bond Fund
$1,461,5320.0%146,5930.5%Com
Invesco QQQ stock logo
QQQ
Invesco QQQ
$1,433,488$32,824 -2.2%3,0570.5%Finance
Vanguard Russell 1000 stock logo
VONE
Vanguard Russell 1000
$1,359,4200.0%5,3550.5%ETF
Aflac Incorporated stock logo
AFL
Aflac
$1,299,3660.0%11,6860.5%Finance
Palo Alto Networks, Inc. stock logo
PANW
Palo Alto Networks
$1,253,521$99,824 -7.4%7,3460.5%Computer and Technology
Mastercard Incorporated stock logo
MA
Mastercard
$1,243,684$175,398 -12.4%2,2690.5%Business Services
Eaton Co. plc stock logo
ETN
Eaton
$1,240,088$5,165 0.4%4,5620.4%Industrials
Chevron Co. stock logo
CVX
Chevron
$1,220,715$34,294 2.9%7,2970.4%Energy
Honeywell International Inc. stock logo
HON
Honeywell International
$1,211,2100.0%5,7200.4%Multi-Sector Conglomerates
McDonald's Co. stock logo
MCD
McDonald's
$1,204,186$57,788 -4.6%3,8550.4%Retail/Wholesale
General Dynamics Co. stock logo
GD
General Dynamics
$1,151,378$19,081 -1.6%4,2240.4%Aerospace
BlackRock MuniYield Quality Fund, Inc. stock logo
MQY
BlackRock MuniYield Quality Fund
$1,147,580$158,471 -12.1%98,0000.4%Finance
iShares Russell 3000 ETF stock logo
IWV
iShares Russell 3000 ETF
$1,126,6690.0%3,5470.4%ETF
PepsiCo, Inc. stock logo
PEP
PepsiCo
$1,114,2040.0%7,4310.4%Consumer Staples
Alphabet Inc. stock logo
GOOG
Alphabet
$1,087,829$66,866 -5.8%6,9630.4%Computer and Technology
Invesco Advantage Municipal Income Trust II stock logo
VKI
Invesco Advantage Municipal Income Trust II
$1,072,880$19,873 1.9%125,6300.4%Finance
BlackRock MuniVest Fund, Inc. stock logo
MVF
BlackRock MuniVest Fund
$1,063,796$15,660 1.5%151,7540.4%Finance
BlackRock Municipal Income Quality Trust stock logo
BYM
BlackRock Municipal Income Quality Trust
$1,047,385$15,459 1.5%97,1600.4%Financial Services
NextEra Energy, Inc. stock logo
NEE
NextEra Energy
$1,041,729$9,570 0.9%14,6950.4%Utilities
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$968,9800.0%4,9950.4%ETF
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$944,1080.0%2,5460.3%ETF
QUALCOMM Incorporated stock logo
QCOM
QUALCOMM
$939,4790.0%6,1160.3%Computer and Technology
iShares MSCI Emerging Markets ex China ETF stock logo
EMXC
iShares MSCI Emerging Markets ex China ETF
$922,758$2,204 -0.2%16,7500.3%Manufacturing
iShares iBoxx $ Investment Grade Corporate Bond ETF stock logo
LQD
iShares iBoxx $ Investment Grade Corporate Bond ETF
$922,235$127,711 -12.2%8,4850.3%Finance
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$921,254$99,487 -9.7%6,9450.3%Medical
Vanguard Russell 1000 Value stock logo
VONV
Vanguard Russell 1000 Value
$874,5940.0%10,5960.3%ETF
iShares Select Dividend ETF stock logo
DVY
iShares Select Dividend ETF
$866,0360.0%6,4490.3%ETF
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$835,096$23,737 2.9%7,9860.3%ETF
Strive 500 ETF stock logo
STRV
Strive 500 ETF
$829,3800.0%23,0000.3%ETF
Berkshire Hathaway Inc. stock logo
BRK.A
Berkshire Hathaway
$798,4420.0%10.3%Finance
International Business Machines Co. stock logo
IBM
International Business Machines
$785,766$29,839 3.9%3,1600.3%Computer and Technology
Tesla, Inc. stock logo
TSLA
Tesla
$782,145$11,662 -1.5%3,0180.3%Auto/Tires/Trucks
iShares Latin America 40 ETF stock logo
ILF
iShares Latin America 40 ETF
$748,8900.0%31,8000.3%ETF
American Express stock logo
AXP
American Express
$738,542$4,574 -0.6%2,7450.3%Finance
Bristol-Myers Squibb stock logo
BMY
Bristol-Myers Squibb
$708,033$30,495 -4.1%11,6090.3%Medical
iShares S&P 100 ETF stock logo
OEF
iShares S&P 100 ETF
$695,7620.0%2,5690.3%ETF
Western Asset Managed Municipals Fund Inc. stock logo
MMU
Western Asset Managed Municipals Fund
$695,182$10,743 1.6%67,5590.3%Finance
iShares MSCI Brazil ETF stock logo
EWZ
iShares MSCI Brazil ETF
$685,0250.0%26,5000.2%ETF
EWZS
iShares MSCI Brazil Small-Cap ETF
$673,1250.0%62,5000.2%ETF
Intercontinental Exchange, Inc. stock logo
ICE
Intercontinental Exchange
$615,9980.0%3,5710.2%Finance
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$612,5360.0%3,5460.2%ETF
Amgen Inc. stock logo
AMGN
Amgen
$610,6380.0%1,9600.2%Medical
SPDR Gold MiniShares Trust stock logo
GLDM
SPDR Gold MiniShares Trust
$587,9550.0%9,5000.2%Finance
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$587,001$6,419 -1.1%10,0600.2%ETF
ConocoPhillips stock logo
COP
ConocoPhillips
$585,802$8,927 -1.5%5,5780.2%Energy
Horizon Bancorp, Inc. stock logo
HBNC
Horizon Bancorp
$583,596$255,425 -30.4%38,7000.2%Finance
NIKE, Inc. stock logo
NKE
NIKE
$569,670$9,205 1.6%8,9740.2%Consumer Discretionary
Sysco Co. stock logo
SYY
Sysco
$560,3990.0%7,4680.2%Consumer Staples
Broadcom Inc. stock logo
AVGO
Broadcom
$559,216$27,626 5.2%3,3400.2%Computer and Technology
W.W. Grainger, Inc. stock logo
GWW
W.W. Grainger
$553,185$19,757 3.7%5600.2%Industrials
American Electric Power Company, Inc. stock logo
AEP
American Electric Power
$551,923$49,172 9.8%5,0510.2%Utilities
Vanguard Total World Stock ETF stock logo
VT
Vanguard Total World Stock ETF
$547,4000.0%4,7210.2%ETF
Deere & Company stock logo
DE
Deere & Company
$526,611$21,121 4.2%1,1220.2%Industrials
SPDR S&P Dividend ETF stock logo
SDY
SPDR S&P Dividend ETF
$502,6940.0%3,7050.2%ETF
Prudential Financial, Inc. stock logo
PRU
Prudential Financial
$498,316$11,280 -2.2%4,4620.2%Finance
iShares Intermediate Government/Credit Bond ETF stock logo
GVI
iShares Intermediate Government/Credit Bond ETF
$493,2050.0%4,6520.2%ETF
CSX Co. stock logo
CSX
CSX
$482,7700.0%16,4040.2%Transportation
Air Products and Chemicals, Inc. stock logo
APD
Air Products and Chemicals
$478,360$7,078 -1.5%1,6220.2%Basic Materials

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