Filed: 7/23/2025ACC: 0001356407-25-000006
📋 What this filing means
INDIANA TRUST & INVESTMENT MANAGEMENT CO filed this quarterly 13F‑HR report disclosing 481 equity positions with a total reported market value of $302.34M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
481
Positions
$302.34M
Total AUM (reported)
3.31M
Total Shares
Allocation by class
COM$302.34M100.0%
Portfolio Concentration
Top 3$68.25M22.6%
4–10$60.67M20.1%
11–25$53.62M17.7%
Rest$119.80M39.6%
Top 3 weight
22.6%
Top 10 weight
42.6%
Voting Authority Distribution
Total shares with voting rights: 3.31M
Sole
Full voting authority
3.31M
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)
Sole478
Shared0
Other3
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings481
Rows:
Nvidia Corp Com
SOLEShares188.70K
TypeSH
Market value$29.81M
9.86%
Sole
188.70K
Shared
0.00
None
0.00
SPDR S&P 500 Index
SOLEShares42.72K
TypeSH
Market value$26.39M
8.73%
Sole
42.72K
Shared
0.00
None
0.00
Apple Computer Inc Com
SOLEShares58.70K
TypeSH
Market value$12.04M
3.98%
Sole
58.70K
Shared
0.00
None
0.00
Amazon.Com Inc Com
SOLEShares44.23K
TypeSH
Market value$9.70M
3.21%
Sole
44.23K
Shared
0.00
None
0.00
Lilly Eli & CO Com
SOLEShares12.21K
TypeSH
Market value$9.51M
3.15%
Sole
12.21K
Shared
0.00
None
0.00
JPMorgan Chase & Co Com
SOLEShares30.70K
TypeSH
Market value$8.90M
2.94%
Sole
30.70K
Shared
0.00
None
0.00
Alphabet Inc Cap Stock Cl A (Google)
SOLEShares50.06K
TypeSH
Market value$8.82M
2.92%
Sole
50.06K
Shared
0.00
None
0.00
iShares Russell 1000 Index
SOLEShares25.60K
TypeSH
Market value$8.69M
2.87%
Sole
25.60K
Shared
0.00
None
0.00
Costco Whsl Corp New Com
SOLEShares7.61K
TypeSH
Market value$7.54M
2.49%
Sole
7.61K
Shared
0.00
None
0.00
iShares Russell 1000 Growth Index
SOLEShares17.68K
TypeSH
Market value$7.51M
2.48%
Sole
17.68K
Shared
0.00
None
0.00
Meta Platforms Inc (formerly Facebook Inc)
SOLEShares9.69K
TypeSH
Market value$7.16M
2.37%
Sole
9.69K
Shared
0.00
None
0.00
Oracle Corp Com
SOLEShares28.55K
TypeSH
Market value$6.24M
2.06%
Sole
28.55K
Shared
0.00
None
0.00
Microsoft Corp Com
SOLEShares10.35K
TypeSH
Market value$5.15M
1.70%
Sole
10.35K
Shared
0.00
None
0.00
Vanguard Total Stock Market ETF
SOLEShares14.12K
TypeSH
Market value$4.29M
1.42%
Sole
14.12K
Shared
0.00
None
0.00
Ball Corp Com
SOLEShares76.27K
TypeSH
Market value$4.28M
1.41%
Sole
76.27K
Shared
0.00
None
0.00
Fiserv Inc Com
SOLEShares22.62K
TypeSH
Market value$3.90M
1.29%
Sole
22.62K
Shared
0.00
None
0.00
TJ Maxx Co Inc Com
SOLEShares27.68K
TypeSH
Market value$3.42M
1.13%
Sole
27.68K
Shared
0.00
None
0.00
Caterpillar Inc Com
SOLEShares7.55K
TypeSH
Market value$2.93M
0.97%
Sole
7.55K
Shared
0.00
None
0.00
Lowes Companies Inc Com
SOLEShares11.42K
TypeSH
Market value$2.53M
0.84%
Sole
11.42K
Shared
0.00
None
0.00
Visa Inc Class A Shares
SOLEShares7.03K
TypeSH
Market value$2.50M
0.83%
Sole
7.03K
Shared
0.00
None
0.00
iShares Russell Midcap Index
SOLEShares25.43K
TypeSH
Market value$2.34M
0.77%
Sole
25.43K
Shared
0.00
None
0.00
Wal Mart Stores Inc Com
SOLEShares23.50K
TypeSH
Market value$2.30M
0.76%
Sole
23.50K
Shared
0.00
None
0.00
1st Source Corp Com
SOLEShares36.54K
TypeSH
Market value$2.27M
0.75%
Sole
36.54K
Shared
0.00
None
0.00
iShares Core S&P 500 Index ETF
SOLEShares3.52K
TypeSH
Market value$2.19M
0.72%
Sole
3.52K
Shared
0.00
None
0.00
AbbVie Inc
SOLEShares11.52K
TypeSH
Market value$2.14M
0.71%
Sole
11.52K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Nvidia Corp ComSOLE | Com | 188.70K | SH | $29.81M 9.86% | 188.70K | 0.00 | 0.00 |
SPDR S&P 500 IndexSOLE | Com | 42.72K | SH | $26.39M 8.73% | 42.72K | 0.00 | 0.00 |
Apple Computer Inc ComSOLE | Com | 58.70K | SH | $12.04M 3.98% | 58.70K | 0.00 | 0.00 |
Amazon.Com Inc ComSOLE | Com | 44.23K | SH | $9.70M 3.21% | 44.23K | 0.00 | 0.00 |
Lilly Eli & CO ComSOLE | Com | 12.21K | SH | $9.51M 3.15% | 12.21K | 0.00 | 0.00 |
JPMorgan Chase & Co ComSOLE | Com | 30.70K | SH | $8.90M 2.94% | 30.70K | 0.00 | 0.00 |
Alphabet Inc Cap Stock Cl A (Google)SOLE | Com | 50.06K | SH | $8.82M 2.92% | 50.06K | 0.00 | 0.00 |
iShares Russell 1000 IndexSOLE | Com | 25.60K | SH | $8.69M 2.87% | 25.60K | 0.00 | 0.00 |
Costco Whsl Corp New ComSOLE | Com | 7.61K | SH | $7.54M 2.49% | 7.61K | 0.00 | 0.00 |
iShares Russell 1000 Growth IndexSOLE | Com | 17.68K | SH | $7.51M 2.48% | 17.68K | 0.00 | 0.00 |
Meta Platforms Inc (formerly Facebook Inc)SOLE | Com | 9.69K | SH | $7.16M 2.37% | 9.69K | 0.00 | 0.00 |
Oracle Corp ComSOLE | Com | 28.55K | SH | $6.24M 2.06% | 28.55K | 0.00 | 0.00 |
Microsoft Corp ComSOLE | Com | 10.35K | SH | $5.15M 1.70% | 10.35K | 0.00 | 0.00 |
Vanguard Total Stock Market ETFSOLE | Com | 14.12K | SH | $4.29M 1.42% | 14.12K | 0.00 | 0.00 |
Ball Corp ComSOLE | Com | 76.27K | SH | $4.28M 1.41% | 76.27K | 0.00 | 0.00 |
Fiserv Inc ComSOLE | Com | 22.62K | SH | $3.90M 1.29% | 22.62K | 0.00 | 0.00 |
TJ Maxx Co Inc ComSOLE | Com | 27.68K | SH | $3.42M 1.13% | 27.68K | 0.00 | 0.00 |
Caterpillar Inc ComSOLE | Com | 7.55K | SH | $2.93M 0.97% | 7.55K | 0.00 | 0.00 |
Lowes Companies Inc ComSOLE | Com | 11.42K | SH | $2.53M 0.84% | 11.42K | 0.00 | 0.00 |
Visa Inc Class A SharesSOLE | Com | 7.03K | SH | $2.50M 0.83% | 7.03K | 0.00 | 0.00 |
iShares Russell Midcap IndexSOLE | Com | 25.43K | SH | $2.34M 0.77% | 25.43K | 0.00 | 0.00 |
Wal Mart Stores Inc ComSOLE | Com | 23.50K | SH | $2.30M 0.76% | 23.50K | 0.00 | 0.00 |
1st Source Corp ComSOLE | Com | 36.54K | SH | $2.27M 0.75% | 36.54K | 0.00 | 0.00 |
iShares Core S&P 500 Index ETFSOLE | Com | 3.52K | SH | $2.19M 0.72% | 3.52K | 0.00 | 0.00 |
AbbVie IncSOLE | Com | 11.52K | SH | $2.14M 0.71% | 11.52K | 0.00 | 0.00 |
Page 1 of 20
…