Filed: 5/21/2025ACC: 0001356407-25-000003
📋 What this filing means
INDIANA TRUST & INVESTMENT MANAGEMENT CO filed this quarterly 13F‑HR report disclosing 470 equity positions with a total reported market value of $276.19M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
470
Positions
$276.19M
Total AUM (reported)
3.34M
Total Shares
Allocation by class
COM$276.19M100.0%
Portfolio Concentration
Top 3$57.95M21.0%
4–10$54.18M19.6%
11–25$48.22M17.5%
Rest$115.84M41.9%
Top 3 weight
21.0%
Top 10 weight
40.6%
Voting Authority Distribution
Total shares with voting rights: 3.34M
Sole
Full voting authority
3.34M
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)
Sole467
Shared0
Other3
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings470
Rows:
SPDR S&P 500 Index
SOLEShares42.71K
TypeSH
Market value$23.89M
8.65%
Sole
42.71K
Shared
0.00
None
0.00
Nvidia Corp Com
SOLEShares191.27K
TypeSH
Market value$20.73M
7.51%
Sole
191.27K
Shared
0.00
None
0.00
Apple Computer Inc Com
SOLEShares59.99K
TypeSH
Market value$13.33M
4.83%
Sole
59.99K
Shared
0.00
None
0.00
Lilly Eli & CO Com
SOLEShares11.66K
TypeSH
Market value$9.63M
3.49%
Sole
11.66K
Shared
0.00
None
0.00
Amazon.Com Inc Com
SOLEShares43.25K
TypeSH
Market value$8.23M
2.98%
Sole
43.25K
Shared
0.00
None
0.00
iShares Russell 1000 Index
SOLEShares25.60K
TypeSH
Market value$7.85M
2.84%
Sole
25.60K
Shared
0.00
None
0.00
JPMorgan Chase & Co Com
SOLEShares30.40K
TypeSH
Market value$7.46M
2.70%
Sole
30.40K
Shared
0.00
None
0.00
Alphabet Inc Cap Stock Cl A (Google)
SOLEShares48.13K
TypeSH
Market value$7.44M
2.69%
Sole
48.13K
Shared
0.00
None
0.00
Costco Whsl Corp New Com
SOLEShares7.58K
TypeSH
Market value$7.17M
2.60%
Sole
7.58K
Shared
0.00
None
0.00
iShares Russell 1000 Growth Index
SOLEShares17.73K
TypeSH
Market value$6.40M
2.32%
Sole
17.73K
Shared
0.00
None
0.00
Meta Platforms Inc (formerly Facebook Inc)
SOLEShares9.59K
TypeSH
Market value$5.53M
2.00%
Sole
9.59K
Shared
0.00
None
0.00
Fiserv Inc Com
SOLEShares22.77K
TypeSH
Market value$5.03M
1.82%
Sole
22.77K
Shared
0.00
None
0.00
Oracle Corp Com
SOLEShares29.41K
TypeSH
Market value$4.11M
1.49%
Sole
29.41K
Shared
0.00
None
0.00
Ball Corp Com
SOLEShares76.36K
TypeSH
Market value$3.98M
1.44%
Sole
76.36K
Shared
0.00
None
0.00
Vanguard Total Stock Market ETF
SOLEShares14.12K
TypeSH
Market value$3.88M
1.41%
Sole
14.12K
Shared
0.00
None
0.00
Microsoft Corp Com
SOLEShares10.25K
TypeSH
Market value$3.85M
1.39%
Sole
10.25K
Shared
0.00
None
0.00
TJ Maxx Co Inc Com
SOLEShares27.67K
TypeSH
Market value$3.37M
1.22%
Sole
27.67K
Shared
0.00
None
0.00
Lowes Companies Inc Com
SOLEShares11.28K
TypeSH
Market value$2.63M
0.95%
Sole
11.28K
Shared
0.00
None
0.00
Visa Inc Class A Shares
SOLEShares7.03K
TypeSH
Market value$2.47M
0.89%
Sole
7.03K
Shared
0.00
None
0.00
Caterpillar Inc Com
SOLEShares7.45K
TypeSH
Market value$2.46M
0.89%
Sole
7.45K
Shared
0.00
None
0.00
AbbVie Inc
SOLEShares11.32K
TypeSH
Market value$2.37M
0.86%
Sole
11.32K
Shared
0.00
None
0.00
1st Source Corp Com
SOLEShares37.43K
TypeSH
Market value$2.24M
0.81%
Sole
37.43K
Shared
0.00
None
0.00
Johnson & Johnson Com
SOLEShares13.20K
TypeSH
Market value$2.19M
0.79%
Sole
13.20K
Shared
0.00
None
0.00
iShares Russell Midcap Index
SOLEShares25.43K
TypeSH
Market value$2.16M
0.78%
Sole
25.43K
Shared
0.00
None
0.00
Nuveen Quality Muni Income Fund
SOLEShares170.30K
TypeSH
Market value$1.96M
0.71%
Sole
170.30K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SPDR S&P 500 IndexSOLE | Com | 42.71K | SH | $23.89M 8.65% | 42.71K | 0.00 | 0.00 |
Nvidia Corp ComSOLE | Com | 191.27K | SH | $20.73M 7.51% | 191.27K | 0.00 | 0.00 |
Apple Computer Inc ComSOLE | Com | 59.99K | SH | $13.33M 4.83% | 59.99K | 0.00 | 0.00 |
Lilly Eli & CO ComSOLE | Com | 11.66K | SH | $9.63M 3.49% | 11.66K | 0.00 | 0.00 |
Amazon.Com Inc ComSOLE | Com | 43.25K | SH | $8.23M 2.98% | 43.25K | 0.00 | 0.00 |
iShares Russell 1000 IndexSOLE | Com | 25.60K | SH | $7.85M 2.84% | 25.60K | 0.00 | 0.00 |
JPMorgan Chase & Co ComSOLE | Com | 30.40K | SH | $7.46M 2.70% | 30.40K | 0.00 | 0.00 |
Alphabet Inc Cap Stock Cl A (Google)SOLE | Com | 48.13K | SH | $7.44M 2.69% | 48.13K | 0.00 | 0.00 |
Costco Whsl Corp New ComSOLE | Com | 7.58K | SH | $7.17M 2.60% | 7.58K | 0.00 | 0.00 |
iShares Russell 1000 Growth IndexSOLE | Com | 17.73K | SH | $6.40M 2.32% | 17.73K | 0.00 | 0.00 |
Meta Platforms Inc (formerly Facebook Inc)SOLE | Com | 9.59K | SH | $5.53M 2.00% | 9.59K | 0.00 | 0.00 |
Fiserv Inc ComSOLE | Com | 22.77K | SH | $5.03M 1.82% | 22.77K | 0.00 | 0.00 |
Oracle Corp ComSOLE | Com | 29.41K | SH | $4.11M 1.49% | 29.41K | 0.00 | 0.00 |
Ball Corp ComSOLE | Com | 76.36K | SH | $3.98M 1.44% | 76.36K | 0.00 | 0.00 |
Vanguard Total Stock Market ETFSOLE | Com | 14.12K | SH | $3.88M 1.41% | 14.12K | 0.00 | 0.00 |
Microsoft Corp ComSOLE | Com | 10.25K | SH | $3.85M 1.39% | 10.25K | 0.00 | 0.00 |
TJ Maxx Co Inc ComSOLE | Com | 27.67K | SH | $3.37M 1.22% | 27.67K | 0.00 | 0.00 |
Lowes Companies Inc ComSOLE | Com | 11.28K | SH | $2.63M 0.95% | 11.28K | 0.00 | 0.00 |
Visa Inc Class A SharesSOLE | Com | 7.03K | SH | $2.47M 0.89% | 7.03K | 0.00 | 0.00 |
Caterpillar Inc ComSOLE | Com | 7.45K | SH | $2.46M 0.89% | 7.45K | 0.00 | 0.00 |
AbbVie IncSOLE | Com | 11.32K | SH | $2.37M 0.86% | 11.32K | 0.00 | 0.00 |
1st Source Corp ComSOLE | Com | 37.43K | SH | $2.24M 0.81% | 37.43K | 0.00 | 0.00 |
Johnson & Johnson ComSOLE | Com | 13.20K | SH | $2.19M 0.79% | 13.20K | 0.00 | 0.00 |
iShares Russell Midcap IndexSOLE | Com | 25.43K | SH | $2.16M 0.78% | 25.43K | 0.00 | 0.00 |
Nuveen Quality Muni Income FundSOLE | Com | 170.30K | SH | $1.96M 0.71% | 170.30K | 0.00 | 0.00 |
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