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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 $328.69 million in total holdings as of September 30, 2025.
  • Indiana Trust & Investment Management Co owns shares of 460 different stocks, but just 66 companies or ETFs make up 80% of its holdings.
  • Approximately 1.67% of the portfolio was purchased this quarter.
  • About 1.38% of the portfolio was sold this quarter.
  • This quarter, Indiana Trust & Investment Management Co has purchased 481 new stocks and bought additional shares in 46 stocks.
  • Indiana Trust & Investment Management Co sold shares of 66 stocks and completely divested from 34 stocks this quarter.

Largest Holdings

NVIDIA
$34,645,667
Apple
$15,437,453
Alphabet
$12,747,921
Amazon.com
$9,957,060

Largest New Holdings this Quarter

172573107 - Circle Internet Group Inc. Class A
$171,028 Holding
373865104 - German American Bancorp
$67,859 Holding
464288414 - iShares National Muni Bond ETF
$55,588 Holding
67079K100 - NuScale Power
$34,200 Holding

Largest Purchases this Quarter

Oracle
2,984 shares (about $839.22K)
Alphabet
2,380 shares (about $578.58K)
Apple
1,926 shares (about $490.42K)
Caterpillar
885 shares (about $422.28K)
Broadcom
1,170 shares (about $385.99K)

Largest Sales this Quarter

NVIDIA
3,013 shares (about $562.17K)
SPDR S&P 500 ETF Trust
640 shares (about $426.36K)
Tesla
910 shares (about $404.70K)
Microchip Technology
4,635 shares (about $297.66K)
Vanguard Total Stock Market ETF
630 shares (about $206.75K)

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
NVIDIA Corporation stock logo
NVDA
NVIDIA
$34,645,667$562,166 -1.6%185,68810.5%Computer and Technology
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$28,029,524$426,355 -1.5%42,0758.5%Finance
Apple Inc. stock logo
AAPL
Apple
$15,437,453$490,417 3.3%60,6274.7%Computer and Technology
Alphabet Inc. stock logo
GOOGL
Alphabet
$12,747,921$578,578 4.8%52,4393.9%Computer and Technology
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$9,957,060$245,918 2.5%45,3483.0%Retail/Wholesale
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$9,758,773$74,126 0.8%30,9383.0%Finance
iShares Russell 1000 ETF stock logo
IWB
iShares Russell 1000 ETF
$9,355,5570.0%25,5982.8%ETF
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$9,197,965$114,450 -1.2%12,0552.8%Medical
Oracle Corporation stock logo
ORCL
Oracle
$8,867,778$839,220 10.5%31,5312.7%Computer and Technology
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$8,249,169$31,383 -0.4%17,6112.5%ETF
Meta Platforms, Inc. stock logo
META
Meta Platforms
$7,251,268$132,188 1.9%9,8742.2%Computer and Technology
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$6,968,142$78,679 -1.1%7,5282.1%Retail/Wholesale
Microsoft Corporation stock logo
MSFT
Microsoft
$5,576,768$217,539 4.1%10,7671.7%Computer and Technology
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$4,428,326$206,747 -4.5%13,4941.3%ETF
The TJX Companies, Inc. stock logo
TJX
TJX Companies
$4,069,668$69,379 1.7%28,1561.2%Retail/Wholesale
Caterpillar Inc. stock logo
CAT
Caterpillar
$4,024,283$422,278 11.7%8,4341.2%Industrials
Ball Corporation stock logo
BALL
Ball
$3,845,2810.0%76,2651.2%Industrials
Lowe's Companies, Inc. stock logo
LOW
Lowe's Companies
$2,910,672$40,210 1.4%11,5820.9%Retail/Wholesale
Fiserv, Inc. stock logo
FI
Fiserv
$2,757,426$159,229 -5.5%21,3870.8%Business Services
Walmart Inc. stock logo
WMT
Walmart
$2,525,073$103,575 4.3%24,5010.8%Retail/Wholesale
AbbVie Inc. stock logo
ABBV
AbbVie
$2,524,018$143,323 -5.4%10,9010.8%Medical
iShares Russell Mid-Cap ETF stock logo
IWR
iShares Russell Mid-Cap ETF
$2,454,7840.0%25,4250.7%ETF
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$2,395,2560.0%12,9180.7%Medical
Visa Inc. stock logo
V
Visa
$2,394,439$6,828 -0.3%7,0140.7%Business Services
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$2,358,6130.0%3,5240.7%ETF
Blackrock Inc Com
$2,220,982$17,488 0.8%1,9050.7%Com
Vanguard Information Technology ETF stock logo
VGT
Vanguard Information Technology ETF
$2,186,1330.0%2,9280.7%ETF
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$2,161,187$2,420 -0.1%8,9320.7%Finance
1st Source Corporation stock logo
SRCE
1st Source
$2,106,706$142,758 -6.3%34,2220.6%Finance
iShares Micro-Cap ETF stock logo
IWC
iShares Micro-Cap ETF
$2,061,9150.0%13,8300.6%ETF
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$2,034,326$6,736 -0.3%3,3220.6%ETF
Eaton Corporation, PLC stock logo
ETN
Eaton
$1,959,947$252,619 14.8%5,2370.6%Industrials
Nuveen Quality Municipal Income Fund stock logo
NAD
Nuveen Quality Municipal Income Fund
$1,920,655$70,140 -3.5%164,2990.6%Financial Services
Invesco QQQ stock logo
QQQ
Invesco QQQ
$1,903,173$31,219 1.7%3,1700.6%Finance
Procter & Gamble Company (The) stock logo
PG
Procter & Gamble
$1,809,997$29,962 1.7%11,7800.6%Consumer Staples
INV VK TR INV stock logo
VGM
INV VK TR INV
$1,752,2480.0%173,1470.5%Finance
iShares Russell 1000 Value ETF stock logo
IWD
iShares Russell 1000 Value ETF
$1,745,3770.0%8,5730.5%ETF
iShares MSCI EAFE ETF stock logo
EFA
iShares MSCI EAFE ETF
$1,669,549$27,824 -1.6%17,8810.5%Finance
AllianceBernstein National Municipal Income Fund, Inc. stock logo
AFB
AllianceBernstein National Municipal Income Fund
$1,651,9340.0%152,2520.5%Financial Services
Alphabet Inc. stock logo
GOOG
Alphabet
$1,623,9910.0%6,6680.5%Computer and Technology
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$1,613,795$10,055 0.6%3,2100.5%Finance
Old National Bancorp stock logo
ONB
Old National Bancorp
$1,586,5020.0%72,2780.5%Finance
Stryker Corporation stock logo
SYK
Stryker
$1,490,140$9,242 0.6%4,0310.5%Medical
Nuveen AMT-Free Quality Municipal Income Fund stock logo
NEA
Nuveen AMT-Free Quality Municipal Income Fund
$1,469,310$113,900 -7.2%129,0000.4%Financial Services
Exxon Mobil Corporation stock logo
XOM
Exxon Mobil
$1,447,372$85,577 -5.6%12,8370.4%Energy
Eaton Vance Municipal Bond Fund
$1,436,926$20,208 -1.4%144,5600.4%Com
Mastercard Incorporated stock logo
MA
Mastercard
$1,375,383$48,349 3.6%2,4180.4%Business Services
Vanguard Russell 1000 ETF stock logo
VONE
Vanguard Russell 1000 ETF
$1,347,272$34,770 -2.5%4,4560.4%ETF
iShares Russell 3000 ETF stock logo
IWV
iShares Russell 3000 ETF
$1,344,1000.0%3,5470.4%ETF
Aflac Incorporated stock logo
AFL
Aflac
$1,300,300$5,027 -0.4%11,6410.4%Finance
General Dynamics Corporation stock logo
GD
General Dynamics
$1,280,114$28,985 -2.2%3,7540.4%Aerospace
Broadcom Inc. stock logo
AVGO
Broadcom
$1,276,752$385,995 43.3%3,8700.4%Computer and Technology
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$1,224,9240.0%2,5540.4%ETF
Honeywell International Inc. stock logo
HON
Honeywell International
$1,223,005$18,945 1.6%5,8100.4%Multi-Sector Conglomerates
Tesla, Inc. stock logo
TSLA
Tesla
$1,168,724$404,695 -25.7%2,6280.4%Auto/Tires/Trucks
BlackRock MuniYield Quality Fund, Inc. stock logo
MQY
BlackRock MuniYield Quality Fund
$1,147,8400.0%98,5270.3%Finance
iShares MSCI Emerging Markets ex China ETF stock logo
EMXC
iShares MSCI Emerging Markets ex China ETF
$1,130,7930.0%16,7500.3%Manufacturing
NextEra Energy, Inc. stock logo
NEE
NextEra Energy
$1,103,588$18,872 -1.7%14,6190.3%Utilities
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$1,077,8710.0%4,9950.3%ETF
McDonald's Corporation stock logo
MCD
McDonald's
$1,076,986$68,375 -6.0%3,5440.3%Retail/Wholesale
BlackRock Municipal Income Quality Trust stock logo
BYM
BlackRock Municipal Income Quality Trust
$1,069,3220.0%97,6550.3%Financial Services
Invesco Advantage Municipal Income Trust II stock logo
VKI
Invesco Advantage Municipal Income Trust II
$1,056,241$52,620 -4.7%120,4380.3%Finance
BlackRock MuniVest Fund, Inc. stock logo
MVF
BlackRock MuniVest Fund
$1,033,706$12,595 -1.2%150,6860.3%Finance
Chevron Corporation stock logo
CVX
Chevron
$1,023,672$46,587 -4.4%6,5920.3%Energy
Strive 500 ETF stock logo
STRV
Strive 500 ETF
$993,6000.0%23,0000.3%ETF
PepsiCo, Inc. stock logo
PEP
PepsiCo
$962,716$36,374 -3.6%6,8550.3%Consumer Staples
Vanguard Russell 1000 Value ETF stock logo
VONV
Vanguard Russell 1000 Value ETF
$946,9650.0%10,5960.3%ETF
QUALCOMM Incorporated stock logo
QCOM
QUALCOMM
$934,1110.0%5,6150.3%Computer and Technology
International Business Machines Corporation stock logo
IBM
International Business Machines
$933,950$846 -0.1%3,3100.3%Computer and Technology
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$930,2130.0%6,9450.3%Medical
iShares Latin America 40 ETF stock logo
ILF
iShares Latin America 40 ETF
$918,7020.0%31,8000.3%ETF
iShares Select Dividend ETF stock logo
DVY
iShares Select Dividend ETF
$916,4030.0%6,4490.3%ETF
American Express Company stock logo
AXP
American Express
$911,7790.0%2,7450.3%Finance
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$892,057$5,585 -0.6%7,5070.3%ETF
iShares MSCI Brazil Small-Cap ETF stock logo
EWZS
iShares MSCI Brazil Small-Cap ETF
$868,7500.0%62,5000.3%ETF
iShares S&P 100 ETF stock logo
OEF
iShares S&P 100 ETF
$855,0660.0%2,5690.3%ETF
iShares MSCI Brazil ETF stock logo
EWZ
iShares MSCI Brazil ETF
$821,5000.0%26,5000.2%ETF
Berkshire Hathaway Inc. stock logo
BRK.A
Berkshire Hathaway
$754,2000.0%10.2%Finance
SPDR Gold MiniShares Trust stock logo
GLDM
SPDR Gold MiniShares Trust
$726,2750.0%9,5000.2%Finance
Palo Alto Networks, Inc. stock logo
PANW
Palo Alto Networks
$715,928$96,720 -11.9%3,5160.2%Computer and Technology
Western Asset Managed Municipals Fund, Inc. stock logo
MMU
Western Asset Managed Municipals Fund
$702,2200.0%67,9130.2%Finance
iShares iBoxx $ Investment Grade Corporate Bond ETF stock logo
LQD
iShares iBoxx $ Investment Grade Corporate Bond ETF
$696,019$159,737 -18.7%6,2440.2%Finance
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$671,5500.0%3,6010.2%ETF
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$653,7750.0%10,0180.2%ETF
Vanguard Total World Stock ETF stock logo
VT
Vanguard Total World Stock ETF
$650,5540.0%4,7210.2%ETF
American Electric Power Company, Inc. stock logo
AEP
American Electric Power
$650,475$82,238 14.5%5,7820.2%Utilities
Palantir Technologies Inc Cl A
$643,031$115,837 22.0%3,5250.2%Com
CSX Corporation stock logo
CSX
CSX
$630,445$53,265 9.2%17,7540.2%Transportation
Horizon Bancorp (IN) stock logo
HBNC
Horizon Bancorp (IN)
$619,5870.0%38,7000.2%Finance
NIKE, Inc. stock logo
NKE
NIKE
$618,435$6,624 1.1%8,8690.2%Consumer Discretionary
Sysco Corporation stock logo
SYY
Sysco
$614,9150.0%7,4680.2%Consumer Staples
Intercontinental Exchange Inc. stock logo
ICE
Intercontinental Exchange
$601,6420.0%3,5710.2%Finance
The Home Depot, Inc. stock logo
HD
Home Depot
$596,845$81,038 15.7%1,4730.2%Retail/Wholesale
Amgen Inc. stock logo
AMGN
Amgen
$582,7430.0%2,0650.2%Medical
iShares Silver Trust stock logo
SLV
iShares Silver Trust
$579,1980.0%13,6700.2%ETF
W.W. Grainger, Inc. stock logo
GWW
W.W. Grainger
$557,482$23,824 4.5%5850.2%Industrials
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$552,8530.0%10,2040.2%ETF
Bank of America Corporation stock logo
BAC
Bank of America
$551,239$146,980 36.4%10,6850.2%Finance
Bristol Myers Squibb Company stock logo
BMY
Bristol Myers Squibb
$545,0340.0%12,0850.2%Medical
ConocoPhillips stock logo
COP
ConocoPhillips
$527,6230.0%5,5780.2%Energy

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