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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 $302.34 million in total holdings as of June 30, 2025.
  • Indiana Trust & Investment Management Co owns shares of 481 different stocks, but just 69 companies or ETFs make up 80% of its holdings.
  • Approximately 1.37% of the portfolio was purchased this quarter.
  • About 1.59% of the portfolio was sold this quarter.
  • This quarter, Indiana Trust & Investment Management Co has purchased 470 new stocks and bought additional shares in 71 stocks.
  • Indiana Trust & Investment Management Co sold shares of 68 stocks and completely divested from 16 stocks this quarter.

Largest Holdings

NVIDIA
$29,812,871
Apple
$12,043,684
Amazon.com
$9,703,181

Largest New Holdings this Quarter

032095101 - Amphenol
$34,563 Holding
92532F100 - Vertex Pharmaceuticals
$22,260 Holding
303250104 - Fair Isaac
$20,108 Holding

Largest Purchases this Quarter

Microchip Technology
8,960 shares (about $630.52K)
Eli Lilly and Company
542 shares (about $422.51K)
Walmart
3,536 shares (about $345.75K)
Alphabet
1,933 shares (about $340.65K)
Amazon.com
980 shares (about $215.00K)

Largest Sales this Quarter

Palo Alto Networks
3,355 shares (about $686.57K)
NVIDIA
2,566 shares (about $405.40K)
Apple
1,293 shares (about $265.28K)
Freeport-McMoRan
5,085 shares (about $220.44K)
Vanguard Russell 1000 ETF
784 shares (about $220.19K)

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
$29,812,871$405,402 -1.3%188,7019.9%Computer and Technology
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$26,391,463$618 0.0%42,7158.7%Finance
Apple Inc. stock logo
AAPL
Apple
$12,043,684$265,285 -2.2%58,7014.0%Computer and Technology
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$9,703,181$215,002 2.3%44,2283.2%Retail/Wholesale
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$9,514,163$422,505 4.6%12,2053.1%Medical
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$8,901,107$88,423 1.0%30,7032.9%Finance
Alphabet Inc. stock logo
GOOGL
Alphabet
$8,821,898$340,653 4.0%50,0592.9%Computer and Technology
iShares Russell 1000 ETF stock logo
IWB
iShares Russell 1000 ETF
$8,692,3130.0%25,5982.9%ETF
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$7,536,413$32,668 0.4%7,6132.5%Retail/Wholesale
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$7,505,725$20,804 -0.3%17,6782.5%ETF
Meta Platforms, Inc. stock logo
META
Meta Platforms
$7,155,044$73,809 1.0%9,6942.4%Computer and Technology
Oracle Corporation stock logo
ORCL
Oracle
$6,241,231$187,803 -2.9%28,5472.1%Computer and Technology
Microsoft Corporation stock logo
MSFT
Microsoft
$5,146,701$48,746 1.0%10,3471.7%Computer and Technology
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$4,292,7070.0%14,1241.4%ETF
Ball Corporation stock logo
BALL
Ball
$4,277,704$5,609 -0.1%76,2651.4%Industrials
Fiserv, Inc. stock logo
FI
Fiserv
$3,900,259$24,999 -0.6%22,6221.3%Business Services
The TJX Companies, Inc. stock logo
TJX
TJX Companies
$3,417,710$864 0.0%27,6761.1%Retail/Wholesale
Caterpillar Inc. stock logo
CAT
Caterpillar
$2,930,597$36,880 1.3%7,5491.0%Industrials
Lowe's Companies, Inc. stock logo
LOW
Lowe's Companies
$2,534,200$32,171 1.3%11,4220.8%Retail/Wholesale
Visa Inc. stock logo
V
Visa
$2,497,4220.0%7,0340.8%Business Services
iShares Russell Mid-Cap ETF stock logo
IWR
iShares Russell Mid-Cap ETF
$2,338,3370.0%25,4250.8%ETF
Walmart Inc. stock logo
WMT
Walmart
$2,297,439$345,750 17.7%23,4960.8%Retail/Wholesale
1st Source Corporation stock logo
SRCE
1st Source
$2,268,100$54,994 -2.4%36,5410.8%Finance
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$2,188,052$39,738 1.8%3,5240.7%ETF
AbbVie Inc. stock logo
ABBV
AbbVie
$2,138,342$37,124 1.8%11,5200.7%Medical
Blackrock Inc Com
$1,983,083$31,478 -1.6%1,8900.7%Com
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$1,973,225$42,312 -2.1%12,9180.7%Medical
Vanguard Information Technology ETF stock logo
VGT
Vanguard Information Technology ETF
$1,942,0840.0%2,9280.6%ETF
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$1,929,594$58,911 -3.0%8,9420.6%Finance
Nuveen Quality Municipal Income Fund stock logo
NAD
Nuveen Quality Municipal Income Fund
$1,922,6760.0%170,2990.6%Financial Services
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$1,893,244$5,112 -0.3%3,3330.6%ETF
Procter & Gamble Company (The) stock logo
PG
Procter & Gamble
$1,845,722$35,847 2.0%11,5850.6%Consumer Staples
iShares Micro-Cap ETF stock logo
IWC
iShares Micro-Cap ETF
$1,765,538$114,894 -6.1%13,8300.6%ETF
Invesco QQQ stock logo
QQQ
Invesco QQQ
$1,720,014$33,650 2.0%3,1180.6%Finance
iShares Russell 1000 Value ETF stock logo
IWD
iShares Russell 1000 Value ETF
$1,665,134$20,200 -1.2%8,5730.6%ETF
Inv Vk Tr Inv stock logo
VGM
Inv Vk Tr Inv
$1,643,165$10,885 0.7%173,1470.5%Finance
Eaton Corporation, PLC stock logo
ETN
Eaton
$1,628,5880.0%4,5620.5%Industrials
iShares MSCI EAFE ETF stock logo
EFA
iShares MSCI EAFE ETF
$1,625,021$1,698 -0.1%18,1790.5%Finance
Stryker Corporation stock logo
SYK
Stryker
$1,584,894$17,803 1.1%4,0060.5%Medical
AllianceBernstein National Municipal Income Fund, Inc. stock logo
AFB
AllianceBernstein National Municipal Income Fund
$1,569,7180.0%152,2520.5%Financial Services
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$1,549,606$12,144 0.8%3,1900.5%Finance
Old National Bancorp stock logo
ONB
Old National Bancorp
$1,542,4130.0%72,2780.5%Finance
Nuveen AMT-Free Quality Municipal Income Fund stock logo
NEA
Nuveen AMT-Free Quality Municipal Income Fund
$1,517,8800.0%139,0000.5%Financial Services
Exxon Mobil Corporation stock logo
XOM
Exxon Mobil
$1,465,649$203,203 -12.2%13,5960.5%Energy
Eaton Vance Municipal Bond Fund
$1,417,5540.0%146,5930.5%Com
Honeywell International Inc. stock logo
HON
Honeywell International
$1,332,0740.0%5,7200.4%Multi-Sector Conglomerates
Mastercard Incorporated stock logo
MA
Mastercard
$1,311,006$35,964 2.8%2,3330.4%Business Services
Vanguard Russell 1000 ETF stock logo
VONE
Vanguard Russell 1000 ETF
$1,283,811$220,194 -14.6%4,5710.4%ETF
iShares Russell 3000 ETF stock logo
IWV
iShares Russell 3000 ETF
$1,244,9970.0%3,5470.4%ETF
Aflac Incorporated stock logo
AFL
Aflac
$1,232,4060.0%11,6860.4%Finance
Alphabet Inc. stock logo
GOOG
Alphabet
$1,182,837$52,330 -4.2%6,6680.4%Computer and Technology
Tesla, Inc. stock logo
TSLA
Tesla
$1,123,881$165,183 17.2%3,5380.4%Auto/Tires/Trucks
General Dynamics Corporation stock logo
GD
General Dynamics
$1,119,683$112,289 -9.1%3,8390.4%Aerospace
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$1,119,674$3,507 0.3%2,5540.4%ETF
McDonald's Corporation stock logo
MCD
McDonald's
$1,101,189$25,127 -2.2%3,7690.4%Retail/Wholesale
BlackRock MuniYield Quality Fund, Inc. stock logo
MQY
BlackRock MuniYield Quality Fund
$1,094,635$5,855 0.5%98,5270.4%Finance
Invesco Advantage Municipal Income Trust II stock logo
VKI
Invesco Advantage Municipal Income Trust II
$1,058,286$6,763 0.6%126,4380.4%Finance
iShares MSCI Emerging Markets ex China ETF stock logo
EMXC
iShares MSCI Emerging Markets ex China ETF
$1,057,5950.0%16,7500.3%Manufacturing
NextEra Energy, Inc. stock logo
NEE
NextEra Energy
$1,032,206$12,079 1.2%14,8690.3%Utilities
BlackRock Municipal Income Quality Trust stock logo
BYM
BlackRock Municipal Income Quality Trust
$1,031,237$5,227 0.5%97,6550.3%Financial Services
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$1,022,3270.0%4,9950.3%ETF
BlackRock MuniVest Fund, Inc. stock logo
MVF
BlackRock MuniVest Fund
$1,003,595$5,053 0.5%152,5220.3%Finance
Chevron Corporation stock logo
CVX
Chevron
$986,865$57,992 -5.6%6,8920.3%Energy
International Business Machines Corporation stock logo
IBM
International Business Machines
$976,606$45,101 4.8%3,3130.3%Computer and Technology
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$944,5890.0%6,9450.3%Medical
PepsiCo, Inc. stock logo
PEP
PepsiCo
$939,333$41,857 -4.3%7,1140.3%Consumer Staples
Strive 500 ETF stock logo
STRV
Strive 500 ETF
$921,3800.0%23,0000.3%ETF
Vanguard Russell 1000 Value ETF stock logo
VONV
Vanguard Russell 1000 Value ETF
$902,8850.0%10,5960.3%ETF
QUALCOMM Incorporated stock logo
QCOM
QUALCOMM
$894,245$79,789 -8.2%5,6150.3%Computer and Technology
American Express Company stock logo
AXP
American Express
$875,6000.0%2,7450.3%Finance
iShares Select Dividend ETF stock logo
DVY
iShares Select Dividend ETF
$856,4920.0%6,4490.3%ETF
iShares iBoxx $ Investment Grade Corporate Bond ETF stock logo
LQD
iShares iBoxx $ Investment Grade Corporate Bond ETF
$841,476$88,565 -9.5%7,6770.3%Finance
iShares Latin America 40 ETF stock logo
ILF
iShares Latin America 40 ETF
$833,4780.0%31,8000.3%ETF
EWZS
iShares MSCI Brazil Small-Cap ETF
$828,7500.0%62,5000.3%ETF
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$825,577$47,213 -5.4%7,5540.3%ETF
Palo Alto Networks, Inc. stock logo
PANW
Palo Alto Networks
$816,718$686,567 -45.7%3,9910.3%Computer and Technology
iShares S&P 100 ETF stock logo
OEF
iShares S&P 100 ETF
$781,8750.0%2,5690.3%ETF
iShares MSCI Brazil ETF stock logo
EWZ
iShares MSCI Brazil ETF
$764,5250.0%26,5000.3%ETF
Broadcom Inc. stock logo
AVGO
Broadcom
$744,255$176,416 -19.2%2,7000.2%Computer and Technology
Berkshire Hathaway Inc. stock logo
BRK.A
Berkshire Hathaway
$728,8000.0%10.2%Finance
Microchip Technology Incorporated stock logo
MCHP
Microchip Technology
$700,815$630,515 896.9%9,9590.2%Computer and Technology
Western Asset Managed Municipals Fund, Inc. stock logo
MMU
Western Asset Managed Municipals Fund
$672,339$3,505 0.5%67,9130.2%Finance
Intercontinental Exchange Inc. stock logo
ICE
Intercontinental Exchange
$655,1710.0%3,5710.2%Finance
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$636,441$9,721 1.6%3,6010.2%ETF
NIKE, Inc. stock logo
NKE
NIKE
$623,305$14,208 -2.2%8,7740.2%Consumer Discretionary
SPDR Gold MiniShares Trust stock logo
GLDM
SPDR Gold MiniShares Trust
$622,4400.0%9,5000.2%Finance
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$621,316$2,605 -0.4%10,0180.2%ETF
Vanguard Total World Stock ETF stock logo
VT
Vanguard Total World Stock ETF
$606,7430.0%4,7210.2%ETF
Horizon Bancorp (IN) stock logo
HBNC
Horizon Bancorp (IN)
$595,2060.0%38,7000.2%Finance
W.W. Grainger, Inc. stock logo
GWW
W.W. Grainger
$582,5340.0%5600.2%Industrials
Deere & Company stock logo
DE
Deere & Company
$581,204$10,678 1.9%1,1430.2%Industrials
Amgen Inc. stock logo
AMGN
Amgen
$576,569$29,317 5.4%2,0650.2%Medical
Sysco Corporation stock logo
SYY
Sysco
$565,6260.0%7,4680.2%Consumer Staples
The Walt Disney Company stock logo
DIS
Walt Disney
$561,765$2,480 0.4%4,5300.2%Consumer Discretionary
Bristol Myers Squibb Company stock logo
BMY
Bristol Myers Squibb
$559,415$22,034 4.1%12,0850.2%Medical
CSX Corporation stock logo
CSX
CSX
$530,368$4,894 -0.9%16,2540.2%Transportation
American Electric Power Company, Inc. stock logo
AEP
American Electric Power
$524,0920.0%5,0510.2%Utilities
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$504,690$4,006 -0.8%10,2040.2%ETF
ConocoPhillips stock logo
COP
ConocoPhillips
$500,5700.0%5,5780.2%Energy
iShares Intermediate Government/Credit Bond ETF stock logo
GVI
iShares Intermediate Government/Credit Bond ETF
$496,7870.0%4,6520.2%ETF

Showing largest 100 holdings. View all holdings.
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