Filed: 1/29/2025ACC: 0001356407-25-000001
📋 What this filing means
INDIANA TRUST & INVESTMENT MANAGEMENT CO filed this quarterly 13F‑HR report disclosing 483 equity positions with a total reported market value of $293.77M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
483
Positions
$293.77M
Total AUM (reported)
3.53M
Total Shares
Allocation by class
COM$293.77M100.0%
Portfolio Concentration
Top 3$66.27M22.6%
4–10$57.50M19.6%
11–25$51.15M17.4%
Rest$118.85M40.5%
Top 3 weight
22.6%
Top 10 weight
42.1%
Voting Authority Distribution
Total shares with voting rights: 3.53M
Sole
Full voting authority
3.53M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole479
Shared0
Other4
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings483
Rows:
Nvidia Corp Com
SOLEShares189.89K
TypeSH
Market value$25.50M
8.68%
Sole
189.89K
Shared
0.00
None
0.00
SPDR S&P 500 Index
SOLEShares43.19K
TypeSH
Market value$25.31M
8.62%
Sole
43.19K
Shared
0.00
None
0.00
Apple Computer Inc Com
SOLEShares61.72K
TypeSH
Market value$15.46M
5.26%
Sole
61.72K
Shared
0.00
None
0.00
Lilly Eli & CO Com
SOLEShares12.74K
TypeSH
Market value$9.83M
3.35%
Sole
12.74K
Shared
0.00
None
0.00
Amazon.Com Inc Com
SOLEShares42.86K
TypeSH
Market value$9.40M
3.20%
Sole
42.86K
Shared
0.00
None
0.00
Alphabet Inc Cap Stock Cl A (Google)
SOLEShares46.46K
TypeSH
Market value$8.80M
2.99%
Sole
46.46K
Shared
0.00
None
0.00
iShares Russell 1000 Index
SOLEShares25.60K
TypeSH
Market value$8.25M
2.81%
Sole
25.60K
Shared
0.00
None
0.00
iShares Russell 1000 Growth Index
SOLEShares17.77K
TypeSH
Market value$7.13M
2.43%
Sole
17.77K
Shared
0.00
None
0.00
JPMorgan Chase & Co Com
SOLEShares29.52K
TypeSH
Market value$7.08M
2.41%
Sole
29.52K
Shared
0.00
None
0.00
Costco Whsl Corp New Com
SOLEShares7.65K
TypeSH
Market value$7.01M
2.39%
Sole
7.65K
Shared
0.00
None
0.00
Meta Platforms Inc (formerly Facebook Inc)
SOLEShares9.48K
TypeSH
Market value$5.55M
1.89%
Sole
9.48K
Shared
0.00
None
0.00
Oracle Corp Com
SOLEShares29.51K
TypeSH
Market value$4.92M
1.67%
Sole
29.51K
Shared
0.00
None
0.00
Fiserv Inc Com
SOLEShares23.15K
TypeSH
Market value$4.76M
1.62%
Sole
23.15K
Shared
0.00
None
0.00
Microsoft Corp Com
SOLEShares10.79K
TypeSH
Market value$4.55M
1.55%
Sole
10.79K
Shared
0.00
None
0.00
Ball Corp Com
SOLEShares76.36K
TypeSH
Market value$4.21M
1.43%
Sole
76.36K
Shared
0.00
None
0.00
Vanguard Total Stock Market ETF
SOLEShares14.13K
TypeSH
Market value$4.09M
1.39%
Sole
14.13K
Shared
0.00
None
0.00
TJX Cos Inc Com
SOLEShares27.62K
TypeSH
Market value$3.34M
1.14%
Sole
27.62K
Shared
0.00
None
0.00
Lowes Companies Inc Com
SOLEShares11.24K
TypeSH
Market value$2.77M
0.94%
Sole
11.24K
Shared
0.00
None
0.00
1st Source Corp Com
SOLEShares45.95K
TypeSH
Market value$2.68M
0.91%
Sole
45.95K
Shared
0.00
None
0.00
Caterpillar Inc Com
SOLEShares7.30K
TypeSH
Market value$2.65M
0.90%
Sole
7.30K
Shared
0.00
None
0.00
Nuveen Quality Muni Income Fund
SOLEShares225K
TypeSH
Market value$2.62M
0.89%
Sole
225K
Shared
0.00
None
0.00
Nuveen AMT-Free Municipal Income Fund
SOLEShares213K
TypeSH
Market value$2.40M
0.82%
Sole
213K
Shared
0.00
None
0.00
Visa Inc Class A Shares
SOLEShares7.33K
TypeSH
Market value$2.32M
0.79%
Sole
7.33K
Shared
0.00
None
0.00
iShares Russell Midcap Index
SOLEShares25.43K
TypeSH
Market value$2.25M
0.77%
Sole
25.43K
Shared
0.00
None
0.00
iShares Russell 2000 Index Fd
SOLEShares9.23K
TypeSH
Market value$2.04M
0.69%
Sole
9.23K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Nvidia Corp ComSOLE | Com | 189.89K | SH | $25.50M 8.68% | 189.89K | 0.00 | 0.00 |
SPDR S&P 500 IndexSOLE | Com | 43.19K | SH | $25.31M 8.62% | 43.19K | 0.00 | 0.00 |
Apple Computer Inc ComSOLE | Com | 61.72K | SH | $15.46M 5.26% | 61.72K | 0.00 | 0.00 |
Lilly Eli & CO ComSOLE | Com | 12.74K | SH | $9.83M 3.35% | 12.74K | 0.00 | 0.00 |
Amazon.Com Inc ComSOLE | Com | 42.86K | SH | $9.40M 3.20% | 42.86K | 0.00 | 0.00 |
Alphabet Inc Cap Stock Cl A (Google)SOLE | Com | 46.46K | SH | $8.80M 2.99% | 46.46K | 0.00 | 0.00 |
iShares Russell 1000 IndexSOLE | Com | 25.60K | SH | $8.25M 2.81% | 25.60K | 0.00 | 0.00 |
iShares Russell 1000 Growth IndexSOLE | Com | 17.77K | SH | $7.13M 2.43% | 17.77K | 0.00 | 0.00 |
JPMorgan Chase & Co ComSOLE | Com | 29.52K | SH | $7.08M 2.41% | 29.52K | 0.00 | 0.00 |
Costco Whsl Corp New ComSOLE | Com | 7.65K | SH | $7.01M 2.39% | 7.65K | 0.00 | 0.00 |
Meta Platforms Inc (formerly Facebook Inc)SOLE | Com | 9.48K | SH | $5.55M 1.89% | 9.48K | 0.00 | 0.00 |
Oracle Corp ComSOLE | Com | 29.51K | SH | $4.92M 1.67% | 29.51K | 0.00 | 0.00 |
Fiserv Inc ComSOLE | Com | 23.15K | SH | $4.76M 1.62% | 23.15K | 0.00 | 0.00 |
Microsoft Corp ComSOLE | Com | 10.79K | SH | $4.55M 1.55% | 10.79K | 0.00 | 0.00 |
Ball Corp ComSOLE | Com | 76.36K | SH | $4.21M 1.43% | 76.36K | 0.00 | 0.00 |
Vanguard Total Stock Market ETFSOLE | Com | 14.13K | SH | $4.09M 1.39% | 14.13K | 0.00 | 0.00 |
TJX Cos Inc ComSOLE | Com | 27.62K | SH | $3.34M 1.14% | 27.62K | 0.00 | 0.00 |
Lowes Companies Inc ComSOLE | Com | 11.24K | SH | $2.77M 0.94% | 11.24K | 0.00 | 0.00 |
1st Source Corp ComSOLE | Com | 45.95K | SH | $2.68M 0.91% | 45.95K | 0.00 | 0.00 |
Caterpillar Inc ComSOLE | Com | 7.30K | SH | $2.65M 0.90% | 7.30K | 0.00 | 0.00 |
Nuveen Quality Muni Income FundSOLE | Com | 225K | SH | $2.62M 0.89% | 225K | 0.00 | 0.00 |
Nuveen AMT-Free Municipal Income FundSOLE | Com | 213K | SH | $2.40M 0.82% | 213K | 0.00 | 0.00 |
Visa Inc Class A SharesSOLE | Com | 7.33K | SH | $2.32M 0.79% | 7.33K | 0.00 | 0.00 |
iShares Russell Midcap IndexSOLE | Com | 25.43K | SH | $2.25M 0.77% | 25.43K | 0.00 | 0.00 |
iShares Russell 2000 Index FdSOLE | Com | 9.23K | SH | $2.04M 0.69% | 9.23K | 0.00 | 0.00 |
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