Filed: 10/17/2025ACC: 0001356407-25-000010
π What this filing means
INDIANA TRUST & INVESTMENT MANAGEMENT CO filed this quarterly 13FβHR report disclosing 460 equity positions with a total reported market value of $328.69M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
460
Positions
$328.69M
Total AUM (reported)
3.28M
Total Shares
Allocation by class
COM$328.69M100.0%
Portfolio Concentration
Top 3$78.11M23.8%
4β10$68.13M20.7%
11β25$56.48M17.2%
Rest$125.96M38.3%
Top 3 weight
23.8%
Top 10 weight
44.5%
Voting Authority Distribution
Total shares with voting rights: 3.28M
Sole
Full voting authority
3.28M
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)
Sole457
Shared0
Other3
Dominant voting typeSole Β· 100.0% of voting shares
Institutional Holdings460
Rows:
Nvidia Corp Com
SOLEShares185.69K
TypeSH
Market value$34.65M
10.54%
Sole
185.69K
Shared
0.00
None
0.00
SPDR S&P 500 Index
SOLEShares42.08K
TypeSH
Market value$28.03M
8.53%
Sole
42.08K
Shared
0.00
None
0.00
Apple Computer Inc Com
SOLEShares60.63K
TypeSH
Market value$15.44M
4.70%
Sole
60.63K
Shared
0.00
None
0.00
Alphabet Inc Cap Stock Cl A (Google)
SOLEShares52.44K
TypeSH
Market value$12.75M
3.88%
Sole
52.44K
Shared
0.00
None
0.00
Amazon.Com Inc Com
SOLEShares45.35K
TypeSH
Market value$9.96M
3.03%
Sole
45.35K
Shared
0.00
None
0.00
JPMorgan Chase & Co Com
SOLEShares30.94K
TypeSH
Market value$9.76M
2.97%
Sole
30.94K
Shared
0.00
None
0.00
iShares Russell 1000 Index
SOLEShares25.60K
TypeSH
Market value$9.36M
2.85%
Sole
25.60K
Shared
0.00
None
0.00
Lilly Eli & CO Com
SOLEShares12.05K
TypeSH
Market value$9.20M
2.80%
Sole
12.05K
Shared
0.00
None
0.00
Oracle Corp Com
SOLEShares31.53K
TypeSH
Market value$8.87M
2.70%
Sole
31.53K
Shared
0.00
None
0.00
iShares Russell 1000 Growth Index
SOLEShares17.61K
TypeSH
Market value$8.25M
2.51%
Sole
17.61K
Shared
0.00
None
0.00
Meta Platforms Inc (formerly Facebook Inc)
SOLEShares9.87K
TypeSH
Market value$7.25M
2.21%
Sole
9.87K
Shared
0.00
None
0.00
Costco Whsl Corp New Com
SOLEShares7.53K
TypeSH
Market value$6.97M
2.12%
Sole
7.53K
Shared
0.00
None
0.00
Microsoft Corp Com
SOLEShares10.77K
TypeSH
Market value$5.58M
1.70%
Sole
10.77K
Shared
0.00
None
0.00
Vanguard Total Stock Market ETF
SOLEShares13.49K
TypeSH
Market value$4.43M
1.35%
Sole
13.49K
Shared
0.00
None
0.00
TJ Maxx Co Inc Com
SOLEShares28.16K
TypeSH
Market value$4.07M
1.24%
Sole
28.16K
Shared
0.00
None
0.00
Caterpillar Inc Com
SOLEShares8.43K
TypeSH
Market value$4.02M
1.22%
Sole
8.43K
Shared
0.00
None
0.00
Ball Corp Com
SOLEShares76.27K
TypeSH
Market value$3.85M
1.17%
Sole
76.27K
Shared
0.00
None
0.00
Lowes Companies Inc Com
SOLEShares11.58K
TypeSH
Market value$2.91M
0.89%
Sole
11.58K
Shared
0.00
None
0.00
Fiserv Inc Com
SOLEShares21.39K
TypeSH
Market value$2.76M
0.84%
Sole
21.39K
Shared
0.00
None
0.00
Wal Mart Stores Inc Com
SOLEShares24.50K
TypeSH
Market value$2.53M
0.77%
Sole
24.50K
Shared
0.00
None
0.00
AbbVie Inc
SOLEShares10.90K
TypeSH
Market value$2.52M
0.77%
Sole
10.90K
Shared
0.00
None
0.00
iShares Russell Midcap Index
SOLEShares25.43K
TypeSH
Market value$2.45M
0.75%
Sole
25.43K
Shared
0.00
None
0.00
Johnson & Johnson Com
SOLEShares12.92K
TypeSH
Market value$2.40M
0.73%
Sole
12.92K
Shared
0.00
None
0.00
Visa Inc Class A Shares
SOLEShares7.01K
TypeSH
Market value$2.39M
0.73%
Sole
7.01K
Shared
0.00
None
0.00
iShares Core S&P 500 Index ETF
SOLEShares3.52K
TypeSH
Market value$2.36M
0.72%
Sole
3.52K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting β Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Nvidia Corp ComSOLE | Com | 185.69K | SH | $34.65M 10.54% | 185.69K | 0.00 | 0.00 |
SPDR S&P 500 IndexSOLE | Com | 42.08K | SH | $28.03M 8.53% | 42.08K | 0.00 | 0.00 |
Apple Computer Inc ComSOLE | Com | 60.63K | SH | $15.44M 4.70% | 60.63K | 0.00 | 0.00 |
Alphabet Inc Cap Stock Cl A (Google)SOLE | Com | 52.44K | SH | $12.75M 3.88% | 52.44K | 0.00 | 0.00 |
Amazon.Com Inc ComSOLE | Com | 45.35K | SH | $9.96M 3.03% | 45.35K | 0.00 | 0.00 |
JPMorgan Chase & Co ComSOLE | Com | 30.94K | SH | $9.76M 2.97% | 30.94K | 0.00 | 0.00 |
iShares Russell 1000 IndexSOLE | Com | 25.60K | SH | $9.36M 2.85% | 25.60K | 0.00 | 0.00 |
Lilly Eli & CO ComSOLE | Com | 12.05K | SH | $9.20M 2.80% | 12.05K | 0.00 | 0.00 |
Oracle Corp ComSOLE | Com | 31.53K | SH | $8.87M 2.70% | 31.53K | 0.00 | 0.00 |
iShares Russell 1000 Growth IndexSOLE | Com | 17.61K | SH | $8.25M 2.51% | 17.61K | 0.00 | 0.00 |
Meta Platforms Inc (formerly Facebook Inc)SOLE | Com | 9.87K | SH | $7.25M 2.21% | 9.87K | 0.00 | 0.00 |
Costco Whsl Corp New ComSOLE | Com | 7.53K | SH | $6.97M 2.12% | 7.53K | 0.00 | 0.00 |
Microsoft Corp ComSOLE | Com | 10.77K | SH | $5.58M 1.70% | 10.77K | 0.00 | 0.00 |
Vanguard Total Stock Market ETFSOLE | Com | 13.49K | SH | $4.43M 1.35% | 13.49K | 0.00 | 0.00 |
TJ Maxx Co Inc ComSOLE | Com | 28.16K | SH | $4.07M 1.24% | 28.16K | 0.00 | 0.00 |
Caterpillar Inc ComSOLE | Com | 8.43K | SH | $4.02M 1.22% | 8.43K | 0.00 | 0.00 |
Ball Corp ComSOLE | Com | 76.27K | SH | $3.85M 1.17% | 76.27K | 0.00 | 0.00 |
Lowes Companies Inc ComSOLE | Com | 11.58K | SH | $2.91M 0.89% | 11.58K | 0.00 | 0.00 |
Fiserv Inc ComSOLE | Com | 21.39K | SH | $2.76M 0.84% | 21.39K | 0.00 | 0.00 |
Wal Mart Stores Inc ComSOLE | Com | 24.50K | SH | $2.53M 0.77% | 24.50K | 0.00 | 0.00 |
AbbVie IncSOLE | Com | 10.90K | SH | $2.52M 0.77% | 10.90K | 0.00 | 0.00 |
iShares Russell Midcap IndexSOLE | Com | 25.43K | SH | $2.45M 0.75% | 25.43K | 0.00 | 0.00 |
Johnson & Johnson ComSOLE | Com | 12.92K | SH | $2.40M 0.73% | 12.92K | 0.00 | 0.00 |
Visa Inc Class A SharesSOLE | Com | 7.01K | SH | $2.39M 0.73% | 7.01K | 0.00 | 0.00 |
iShares Core S&P 500 Index ETFSOLE | Com | 3.52K | SH | $2.36M 0.72% | 3.52K | 0.00 | 0.00 |
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