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Indiana Trust & Investment Management Co Top Holdings and 13F Report (2026)

About Indiana Trust & Investment Management Co

Investment Activity

  • Indiana Trust & Investment Management Co has $323.82 million in total holdings as of March 31, 2026.
  • Indiana Trust & Investment Management Co owns shares of 486 different stocks, but just 66 companies or ETFs make up 80% of its holdings.
  • Approximately 2.72% of the portfolio was purchased this quarter.
  • About 4.06% of the portfolio was sold this quarter.
  • This quarter, Indiana Trust & Investment Management Co has purchased 478 new stocks and bought additional shares in 36 stocks.
  • Indiana Trust & Investment Management Co sold shares of 115 stocks and completely divested from 24 stocks this quarter.

Largest Holdings

NVIDIA
$31,787,539
Apple
$16,233,677
Alphabet
$14,840,972

Largest New Holdings this Quarter

09254E103 - BlackRock MuniYield Quality Fund III
$959,027 Holding
09253N104 - BlackRock MuniHoldings Fund
$767,040 Holding
03743Q108 - APA
$700,684 Holding
69344A834 - PGIM AAA Collateralized Loan Oblig ETF
$140,233 Holding
95040Q104 - Welltower
$88,970 Holding

Largest Purchases this Quarter

ExxonMobil
6,870 shares (about $1.17M)
BlackRock MuniYield Quality Fund III
91,249 shares (about $959.03K)
Analog Devices
2,460 shares (about $782.62K)
BlackRock MuniHoldings Fund
68,000 shares (about $767.04K)
Caterpillar
996 shares (about $705.63K)

Largest Sales this Quarter

Nuveen Quality Municipal Income Fund
99,299 shares (about $1.14M)
Meta Platforms
1,505 shares (about $861.06K)
Oracle
5,690 shares (about $837.06K)
Nuveen AMT-Free Quality Municipal Income Fund
72,500 shares (about $814.18K)
Apple
1,868 shares (about $474.08K)

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
$31,787,539$169,691 -0.5%182,2689.8%Computer and Technology
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$26,902,615$252,332 -0.9%41,3678.3%Finance
Apple Inc. stock logo
AAPL
Apple
$16,233,677$474,080 -2.8%63,9655.0%Computer and Technology
Alphabet Inc. stock logo
GOOGL
Alphabet
$14,840,972$122,213 0.8%51,6104.6%Computer and Technology
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$11,710,511$321,919 2.8%12,7323.6%Medical
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$9,732,872$388,880 4.2%33,0873.0%Finance
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$9,360,695$171,406 -1.8%44,9452.9%Retail/Wholesale
iShares Russell 1000 ETF stock logo
IWB
iShares Russell 1000 ETF
$9,127,2230.0%25,5982.8%ETF
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$7,468,822$29,848 -0.4%17,5162.3%ETF
Caterpillar Inc. stock logo
CAT
Caterpillar
$7,449,457$705,626 10.5%10,5152.3%Industrials
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$7,262,979$111,600 -1.5%7,2892.2%Retail/Wholesale
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$4,874,387$545,377 12.6%15,1941.5%ETF
Meta Platforms, Inc. stock logo
META
Meta Platforms
$4,522,116$861,056 -16.0%7,9041.4%Computer and Technology
Ball Corporation stock logo
BALL
Ball
$4,508,0240.0%76,2651.4%Industrials
The TJX Companies, Inc. stock logo
TJX
TJX Companies
$4,383,925$54,777 -1.2%27,4511.4%Retail/Wholesale
ExxonMobil Corporation stock logo
XOM
ExxonMobil
$4,215,712$1,165,564 38.2%24,8481.3%Energy
Microsoft Corporation stock logo
MSFT
Microsoft
$3,636,180$165,836 -4.4%9,8231.1%Computer and Technology
Oracle Corporation stock logo
ORCL
Oracle
$3,620,083$837,056 -18.8%24,6081.1%Computer and Technology
Wal Mart Stores Inc Com
$3,319,643$302,000 10.0%26,7111.0%Com
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$3,067,478$171,108 5.9%12,5490.9%Medical
Berkshire Hathaway Inc. stock logo
BRK.A
Berkshire Hathaway
$2,872,5600.0%40.9%Finance
Lowe's Companies, Inc. stock logo
LOW
Lowe's Companies
$2,686,031$7,088 -0.3%11,3680.8%Retail/Wholesale
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$2,456,070$154,158 6.7%3,7600.8%ETF
iShares Russell Mid-Cap ETF stock logo
IWR
iShares Russell Mid-Cap ETF
$2,393,316$63,199 -2.6%24,6150.7%ETF
AbbVie Inc. stock logo
ABBV
AbbVie
$2,222,3130.0%10,2180.7%Medical
iShares Micro-Cap ETF stock logo
IWC
iShares Micro-Cap ETF
$2,207,4060.0%13,8300.7%ETF
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$2,164,296$48,360 -2.2%8,7270.7%Finance
Visa Inc. stock logo
V
Visa
$2,078,807$35,664 -1.7%6,8780.6%Business Services
Vanguard Information Technology ETF stock logo
VGT
Vanguard Information Technology ETF
$2,042,9240.0%2,9280.6%ETF
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$1,960,562$8,963 -0.5%3,2810.6%ETF
Alphabet Inc. stock logo
GOOG
Alphabet
$1,892,702$15,777 -0.8%6,5980.6%Computer and Technology
Blackrock Inc Com
$1,860,909$33,660 -1.8%1,9350.6%Com
iShares Russell 1000 Value ETF stock logo
IWD
iShares Russell 1000 Value ETF
$1,828,8020.0%8,5590.6%ETF
1st Source Corporation stock logo
SRCE
1st Source
$1,812,887$66,788 -3.6%26,1940.6%Finance
Broadcom Inc. stock logo
AVGO
Broadcom
$1,804,443$164,040 10.0%5,8300.6%Computer and Technology
Invesco QQQ stock logo
QQQ
Invesco QQQ
$1,789,258$40,403 -2.2%3,1000.6%Finance
Eaton Corporation, PLC stock logo
ETN
Eaton
$1,742,568$202,084 -10.4%4,8720.5%Industrials
iShares MSCI EAFE ETF stock logo
EFA
iShares MSCI EAFE ETF
$1,704,9230.0%17,5530.5%Finance
Procter & Gamble Company (The) stock logo
PG
Procter & Gamble
$1,643,583$13,288 0.8%11,3790.5%Consumer Staples
Old National Bancorp stock logo
ONB
Old National Bancorp
$1,597,3440.0%72,2780.5%Finance
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$1,492,228$14,376 -1.0%3,1140.5%Finance
AllianceBernstein National Municipal Income Fund, Inc. stock logo
AFB
AllianceBernstein National Municipal Income Fund
$1,464,530$163,044 -10.0%137,0000.5%Financial Services
Amphenol Corporation stock logo
APH
Amphenol
$1,463,133$203,424 -12.2%11,5800.5%Computer and Technology
iShares MSCI Emerging Markets ex China ETF stock logo
EMXC
iShares MSCI Emerging Markets ex China ETF
$1,317,5550.0%16,7500.4%Manufacturing
iShares Russell 3000 ETF stock logo
IWV
iShares Russell 3000 ETF
$1,314,8020.0%3,5470.4%ETF
Analog Devices, Inc. stock logo
ADI
Analog Devices
$1,278,923$782,625 157.7%4,0200.4%Computer and Technology
Honeywell International Inc. stock logo
HON
Honeywell International
$1,255,597$7,459 -0.6%5,5550.4%Multi-Sector Conglomerates
NextEra Energy, Inc. stock logo
NEE
NextEra Energy
$1,235,676$113,314 -8.4%13,3040.4%Utilities
Stryker Corporation stock logo
SYK
Stryker
$1,221,040$77,219 -5.9%3,7160.4%Medical
Chevron Corporation stock logo
CVX
Chevron
$1,216,572$56,898 -4.5%5,8800.4%Energy
Mastercard Incorporated stock logo
MA
Mastercard
$1,208,178$4,997 0.4%2,4180.4%Business Services
Inv Vk Tr Inv stock logo
VGM
Inv Vk Tr Inv
$1,204,140$411,056 -25.4%122,0000.4%Finance
Vanguard Russell 1000 ETF stock logo
VONE
Vanguard Russell 1000 ETF
$1,202,6140.0%4,0750.4%ETF
Aflac Incorporated stock logo
AFL
Aflac
$1,186,623$90,511 -7.1%10,8160.4%Finance
General Dynamics Corporation stock logo
GD
General Dynamics
$1,177,588$60,064 -4.9%3,4310.4%Aerospace
Eaton Vance Municipal Bond Fund
$1,152,860$259,491 -18.4%118,0000.4%Com
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$1,146,293$23,666 2.1%2,6640.4%Finance
iShares Latin America 40 ETF stock logo
ILF
iShares Latin America 40 ETF
$1,129,5360.0%31,8000.3%ETF
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$1,115,5620.0%2,5540.3%ETF
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$1,074,2250.0%4,9950.3%ETF
iShares MSCI Brazil ETF stock logo
EWZ
iShares MSCI Brazil ETF
$1,017,3350.0%26,5000.3%ETF
Vanguard Russell 1000 Value ETF stock logo
VONV
Vanguard Russell 1000 Value ETF
$993,2690.0%10,5960.3%ETF
Tesla, Inc. stock logo
TSLA
Tesla
$976,9590.0%2,6280.3%Auto/Tires/Trucks
iShares Select Dividend ETF stock logo
DVY
iShares Select Dividend ETF
$976,4430.0%6,4490.3%ETF
McDonald's Corporation stock logo
MCD
McDonald's
$969,354$67,441 -6.5%3,1190.3%Retail/Wholesale
Strive 500 ETF stock logo
STRV
Strive 500 ETF
$965,3100.0%23,0000.3%ETF
BlackRock MuniYield Quality Fund III, Inc. stock logo
MYI
BlackRock MuniYield Quality Fund III
$959,027$959,027 New Holding91,2490.3%Finance
iShares Silver Trust stock logo
SLV
iShares Silver Trust
$931,4740.0%13,6700.3%ETF
iShares MSCI Brazil Small-Cap ETF stock logo
EWZS
iShares MSCI Brazil Small-Cap ETF
$925,6250.0%62,5000.3%ETF
PepsiCo, Inc. stock logo
PEP
PepsiCo
$891,365$95,348 -9.7%5,7400.3%Consumer Staples
SPDR Gold MiniShares Trust stock logo
GLDM
SPDR Gold MiniShares Trust
$880,5550.0%9,5000.3%Finance
Fiserv Inc Com
$865,235$109,926 -11.3%15,5060.3%Com
International Business Machines Corporation stock logo
IBM
International Business Machines
$850,7890.0%3,5100.3%Computer and Technology
Johnson Controls International plc stock logo
JCI
Johnson Controls International
$832,842$91,665 -9.9%6,3600.3%Construction
iShares S&P 100 ETF stock logo
OEF
iShares S&P 100 ETF
$817,1220.0%2,5690.3%ETF
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$768,236$26,602 -3.3%6,1800.2%ETF
BlackRock MuniHoldings Fund, Inc. stock logo
MHD
BlackRock MuniHoldings Fund
$767,040$767,040 New Holding68,0000.2%Financial Services
American Express Company stock logo
AXP
American Express
$764,064$66,243 -8.0%2,5260.2%Finance
American Electric Power Company, Inc. stock logo
AEP
American Electric Power
$733,655$24,250 -3.2%5,5970.2%Utilities
Amgen Inc. stock logo
AMGN
Amgen
$726,5700.0%2,0650.2%Medical
Bristol Myers Squibb Company stock logo
BMY
Bristol Myers Squibb
$725,920$7,035 -1.0%11,9690.2%Medical
CSX Corporation stock logo
CSX
CSX
$718,950$9,852 -1.4%17,5140.2%Transportation
ConocoPhillips stock logo
COP
ConocoPhillips
$709,896$26,400 -3.6%5,3780.2%Energy
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$706,5160.0%3,6010.2%ETF
BlackRock MuniYield Quality Fund, Inc. stock logo
MQY
BlackRock MuniYield Quality Fund
$702,720$379,106 -35.0%64,0000.2%Finance
APA Corporation stock logo
APA
APA
$700,684$700,684 New Holding16,5100.2%Energy
Vanguard Total World Stock ETF stock logo
VT
Vanguard Total World Stock ETF
$653,0090.0%4,7210.2%ETF
Invesco Advantage Municipal Income Trust II stock logo
VKI
Invesco Advantage Municipal Income Trust II
$649,500$319,883 -33.0%75,0000.2%Finance
iShares Gold Trust stock logo
IAU
iShares Gold Trust
$644,185$37,204 6.1%7,3070.2%Finance
Horizon Bancorp (IN) stock logo
HBNC
Horizon Bancorp (IN)
$641,2590.0%38,7000.2%Finance
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$633,972$41,531 -6.1%9,3880.2%ETF
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$600,969$4,451 0.7%4,9960.2%Medical
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$598,155$53,902 -8.3%5,8260.2%Medical
Intercontinental Exchange Inc. stock logo
ICE
Intercontinental Exchange
$561,6470.0%3,5710.2%Finance
Vanguard Energy ETF stock logo
VDE
Vanguard Energy ETF
$553,7280.0%3,2000.2%ETF
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$551,5260.0%10,2040.2%ETF
Deere & Company stock logo
DE
Deere & Company
$548,091$2,817 -0.5%9730.2%Industrials
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$523,034$36,855 7.6%6,7410.2%Computer and Technology
Bank of America Corporation stock logo
BAC
Bank of America
$520,8940.0%10,6850.2%Finance
Western Asset Managed Municipals Fund, Inc. stock logo
MMU
Western Asset Managed Municipals Fund
$514,000$184,146 -26.4%50,0000.2%Finance

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