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 $293.77 million in total holdings as of December 31, 2024.
Indiana Trust & Investment Management Co owns shares of 483 different stocks, but just 68 companies or ETFs make up 80% of its holdings.
Approximately 3.45% of the portfolio was purchased this quarter.
About 4.26% of the portfolio was sold this quarter.
This quarter, Indiana Trust & Investment Management Co has purchased 487 new stocks and bought additional shares in 65 stocks.
Indiana Trust & Investment Management Co sold shares of 84 stocks and completely divested from 30 stocks this quarter.

Largest Holdings

NVIDIA: $25,499,925
SPDR S&P 500 ETF Trust: $25,309,865
Apple: $15,456,423
Eli Lilly and Company: $9,832,964
Amazon.com: $9,403,714

Largest New Holdings this Quarter

Blackrock Inc Com: $1,988,713 Holding
Vanguard Energy ETF: $388,192 Holding
American Healthcare Reit Inc common stock: $57,181 Holding
Brookfield Renewable Corp Cl A Ex Sub Vtg: $44,284 Holding
MasTec: $23,825 Holding

Largest Purchases this Quarter

Blackrock Inc Com: 1,940 shares (about $1.99M)
Palo Alto Networks: 7,198 shares (about $1.31M)
Eli Lilly and Company: 912 shares (about $704.06K)
Oracle: 4,215 shares (about $702.39K)
Meta Platforms: 960 shares (about $562.09K)

Largest Sales this Quarter

NVIDIA: 9,587 shares (about $1.29M)
SPDR S&P 500 ETF Trust: 2,055 shares (about $1.20M)
Applied Materials: 4,757 shares (about $773.63K)
Alphabet: 4,075 shares (about $771.40K)
Apple: 2,454 shares (about $614.53K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
NVDA NVIDIA	$25,499,925	$1,287,438 ▼	-4.8%	189,887	8.7%	Computer and Technology
SPY SPDR S&P 500 ETF Trust	$25,309,865	$1,204,394 ▼	-4.5%	43,185	8.6%	Finance
AAPL Apple	$15,456,423	$614,531 ▼	-3.8%	61,722	5.3%	Computer and Technology
LLY Eli Lilly and Company	$9,832,964	$704,064 ▲	7.7%	12,737	3.3%	Medical
AMZN Amazon.com	$9,403,714	$101,358 ▲	1.1%	42,863	3.2%	Retail/Wholesale
GOOGL Alphabet	$8,795,635	$771,397 ▼	-8.1%	46,464	3.0%	Computer and Technology
IWB iShares Russell 1000 ETF	$8,246,652		0.0%	25,598	2.8%	ETF
IWF iShares Russell 1000 Growth ETF	$7,134,872	$240,546 ▼	-3.3%	17,767	2.4%	ETF
JPM JPMorgan Chase & Co.	$7,076,958	$473,427 ▲	7.2%	29,523	2.4%	Finance
COST Costco Wholesale	$7,009,466	$71,469 ▼	-1.0%	7,650	2.4%	Retail/Wholesale
META Meta Platforms	$5,552,977	$562,090 ▲	11.3%	9,484	1.9%	Computer and Technology
ORCL Oracle	$4,916,880	$702,388 ▲	16.7%	29,506	1.7%	Computer and Technology
FI Fiserv	$4,755,884	$67,994 ▼	-1.4%	23,152	1.6%	Business Services
MSFT Microsoft	$4,548,407	$584,621 ▼	-11.4%	10,791	1.5%	Computer and Technology
BALL Ball	$4,210,002		0.0%	76,365	1.4%	Industrial Products
VTI Vanguard Total Stock Market ETF	$4,094,436		0.0%	14,128	1.4%	ETF
TJX TJX Companies	$3,336,652	$34,672 ▲	1.1%	27,619	1.1%	Retail/Wholesale
LOW Lowe's Companies	$2,773,292	$63,181 ▼	-2.2%	11,237	0.9%	Retail/Wholesale
SRCE 1st Source	$2,682,853	$32,109 ▼	-1.2%	45,955	0.9%	Finance
CAT Caterpillar	$2,647,785	$263,001 ▲	11.0%	7,299	0.9%	Industrial Products
NAD Nuveen Quality Municipal Income Fund	$2,623,512		0.0%	225,001	0.9%	Financial Services
NEA Nuveen AMT-Free Quality Municipal Income Fund	$2,402,640		0.0%	213,000	0.8%	Financial Services
V Visa	$2,315,941	$286,648 ▼	-11.0%	7,328	0.8%	Business Services
IWR iShares Russell Mid-Cap ETF	$2,247,570	$2,122 ▼	-0.1%	25,425	0.8%	ETF
IWM iShares Russell 2000 ETF	$2,040,566		0.0%	9,235	0.7%	Finance
ABBV AbbVie	$2,011,564	$9,063 ▼	-0.4%	11,320	0.7%	Medical
Blackrock Inc Com	$1,988,713	$1,988,713 ▲	New Holding	1,940	0.7%	Com
PG Procter & Gamble	$1,960,667	$256,840 ▼	-11.6%	11,695	0.7%	Consumer Staples
IWC iShares Micro-Cap ETF	$1,920,497		0.0%	14,730	0.7%	ETF
JNJ Johnson & Johnson	$1,908,261	$12,437 ▼	-0.6%	13,195	0.6%	Medical
IVV iShares Core S&P 500 ETF	$1,905,557	$168,951 ▼	-8.1%	3,237	0.6%	ETF
VGT Vanguard Information Technology ETF	$1,820,630		0.0%	2,928	0.6%	ETF
VOO Vanguard S&P 500 ETF	$1,800,703	$26,402 ▼	-1.4%	3,342	0.6%	ETF
VGM Invesco Trust for Investment Grade Municipals	$1,774,469	$32,300 ▲	1.9%	175,690	0.6%	Finance
WMT Walmart	$1,680,510	$307,190 ▲	22.4%	18,600	0.6%	Retail/Wholesale
XOM Exxon Mobil	$1,679,275	$37,649 ▼	-2.2%	15,611	0.6%	Oils/Energy
AFB AllianceBernstein National Municipal Income Fund	$1,654,979		0.0%	152,252	0.6%	Financial Services
IWD iShares Russell 1000 Value ETF	$1,636,919	$29,251 ▼	-1.8%	8,842	0.6%	ETF
QQQ Invesco QQQ	$1,598,616	$7,157 ▲	0.4%	3,127	0.5%	Finance
ONB Old National Bancorp	$1,568,794		0.0%	72,278	0.5%	Finance
Eaton Vance Municipal Bond Fund	$1,518,703		0.0%	146,593	0.5%	Com
ETN Eaton	$1,507,685		0.0%	4,543	0.5%	Industrial Products
PANW Palo Alto Networks	$1,443,125	$1,309,748 ▲	982.0%	7,931	0.5%	Computer and Technology
BRK.B Berkshire Hathaway	$1,429,192	$11,332 ▼	-0.8%	3,153	0.5%	Finance
VONE Vanguard Russell 1000	$1,428,286		0.0%	5,355	0.5%	ETF
GOOG Alphabet	$1,407,542	$85,698 ▼	-5.7%	7,391	0.5%	Computer and Technology
EFA iShares MSCI EAFE ETF	$1,382,000	$18,903 ▼	-1.3%	18,278	0.5%	Finance
SYK Stryker	$1,377,551	$32,404 ▼	-2.3%	3,826	0.5%	Medical
MA Mastercard	$1,363,290	$300,145 ▲	28.2%	2,589	0.5%	Business Services
HON Honeywell International	$1,292,091	$60,990 ▼	-4.5%	5,720	0.4%	Multi-Sector Conglomerates
MQY BlackRock MuniYield Quality Fund	$1,284,860	$18,248 ▲	1.4%	111,533	0.4%	Finance
TSLA Tesla	$1,236,962	$337,206 ▲	37.5%	3,063	0.4%	Auto/Tires/Trucks
AFL Aflac	$1,208,800	$23,791 ▼	-1.9%	11,686	0.4%	Finance
IWV iShares Russell 3000 ETF	$1,185,585		0.0%	3,547	0.4%	ETF
MCD McDonald's	$1,171,156	$50,731 ▼	-4.2%	4,040	0.4%	Retail/Wholesale
GD General Dynamics	$1,131,426	$212,373 ▼	-15.8%	4,294	0.4%	Aerospace
PEP PepsiCo	$1,129,958	$44,554 ▼	-3.8%	7,431	0.4%	Consumer Staples
VKI Invesco Advantage Municipal Income Trust II	$1,077,668	$19,333 ▲	1.8%	123,303	0.4%	Finance
MVF BlackRock MuniVest Fund	$1,052,621	$14,221 ▲	1.4%	149,520	0.4%	Finance
VUG Vanguard Growth ETF	$1,044,980		0.0%	2,546	0.4%	ETF
NEE NextEra Energy	$1,043,806	$247,545 ▲	31.1%	14,560	0.4%	Utilities
BYM BlackRock Municipal Income Quality Trust	$1,038,627	$14,279 ▲	1.4%	95,726	0.4%	Financial Services
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF	$1,032,074	$22,436 ▼	-2.1%	9,660	0.4%	Finance
CVX Chevron	$1,027,205	$16,657 ▲	1.6%	7,092	0.3%	Oils/Energy
VIG Vanguard Dividend Appreciation ETF	$978,171		0.0%	4,995	0.3%	ETF
QCOM QUALCOMM	$939,540	$1,843 ▼	-0.2%	6,116	0.3%	Computer and Technology
EMXC iShares MSCI Emerging Markets ex China ETF	$931,006		0.0%	16,790	0.3%	Manufacturing
HBNC Horizon Bancorp	$896,328	$338,310 ▼	-27.4%	55,638	0.3%	Finance
IJR iShares Core S&P Small-Cap ETF	$893,992	$12,905 ▼	-1.4%	7,759	0.3%	ETF
ABT Abbott Laboratories	$870,381	$80,195 ▲	10.1%	7,695	0.3%	Medical
STRV Strive 500 ETF	$869,400		0.0%	23,000	0.3%	ETF
VONV Vanguard Russell 1000 Value	$860,925		0.0%	10,596	0.3%	ETF
DVY iShares Select Dividend ETF	$846,689		0.0%	6,449	0.3%	ETF
AXP American Express	$819,734	$23,743 ▼	-2.8%	2,762	0.3%	Finance
OEF iShares S&P 100 ETF	$742,056		0.0%	2,569	0.3%	ETF
AVGO Broadcom	$736,092	$464,839 ▲	171.4%	3,175	0.3%	Computer and Technology
BMY Bristol-Myers Squibb	$684,885		0.0%	12,109	0.2%	Medical
BRK.A Berkshire Hathaway	$680,920		0.0%	1	0.2%	Finance
MMU Western Asset Managed Municipals Fund	$678,453	$10,261 ▲	1.5%	66,515	0.2%	Finance
IBM International Business Machines	$668,283	$21,983 ▼	-3.2%	3,040	0.2%	Computer and Technology
NKE NIKE	$668,090	$18,388 ▼	-2.7%	8,829	0.2%	Consumer Discretionary
ILF iShares Latin America 40 ETF	$664,938		0.0%	31,800	0.2%	ETF
IJH iShares Core S&P Mid-Cap ETF	$633,693		0.0%	10,170	0.2%	ETF
VTV Vanguard Value ETF	$600,338		0.0%	3,546	0.2%	ETF
EWZ iShares MSCI Brazil ETF	$596,515		0.0%	26,500	0.2%	ETF
EWZS iShares MSCI Brazil Small-Cap ETF	$578,125		0.0%	62,500	0.2%	ETF
SYY Sysco	$571,003		0.0%	7,468	0.2%	Consumer Staples
GWW W.W. Grainger	$569,187		0.0%	540	0.2%	Industrial Products
COP ConocoPhillips	$561,600	$35,999 ▲	6.8%	5,663	0.2%	Oils/Energy
VT Vanguard Total World Stock ETF	$554,623		0.0%	4,721	0.2%	ETF
DIS Walt Disney	$543,722	$22,270 ▼	-3.9%	4,883	0.2%	Consumer Discretionary
PRU Prudential Financial	$540,852	$20,743 ▲	4.0%	4,563	0.2%	Finance
ICE Intercontinental Exchange	$532,115		0.0%	3,571	0.2%	Finance
CSX CSX	$529,357	$15,199 ▲	3.0%	16,404	0.2%	Transportation
MRK Merck & Co., Inc.	$526,050	$6,765 ▲	1.3%	5,288	0.2%	Medical
AMGN Amgen	$510,854		0.0%	1,960	0.2%	Medical
HD Home Depot	$495,184		0.0%	1,273	0.2%	Retail/Wholesale
GLDM SPDR Gold MiniShares Trust	$493,905	$389,925 ▲	375.0%	9,500	0.2%	Finance
SDY SPDR S&P Dividend ETF	$489,431	$37,649 ▼	-7.1%	3,705	0.2%	ETF
GVI iShares Intermediate Government/Credit Bond ETF	$484,878		0.0%	4,652	0.2%	ETF

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

SEC Filings and Trading Data

Get 30 Days of MarketBeat All Access for Free

Start Your 30-Day Trial

In-depth profiles and analysis for 20,000 public companies.
Real-time analyst ratings, insider transactions, earnings data, and more.
Our daily ratings and market update email newsletter.

Sign In
Create Account

Your Email Address:

Your Password:

Forgot your password?

Your Email Address:

Choose a Password:

By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

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

About Indiana Trust & Investment Management Co

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

MarketBeat Products

Popular Tools

Financial Calendars

Terms & Info

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

About Indiana Trust & Investment Management Co

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofIndiana Trust & Investment Management Co

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools