Filed: 1/21/2026ACC: 0001356407-26-000001
π What this filing means
INDIANA TRUST & INVESTMENT MANAGEMENT CO filed this quarterly 13FβHR report disclosing 479 equity positions with a total reported market value of $339.07M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
479
Positions
$339.07M
Total AUM (reported)
3.21M
Total Shares
Allocation by class
COM$339.07M100.0%
Portfolio Concentration
Top 3$80.55M23.8%
4β10$74.39M21.9%
11β25$55.93M16.5%
Rest$128.21M37.8%
Top 3 weight
23.8%
Top 10 weight
45.7%
Voting Authority Distribution
Total shares with voting rights: 3.21M
Sole
Full voting authority
3.21M
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)
Sole476
Shared0
Other3
Dominant voting typeSole Β· 100.0% of voting shares
Institutional Holdings479
Rows:
Nvidia Corp Com
SOLEShares183.24K
TypeSH
Market value$34.17M
10.08%
Sole
183.24K
Shared
0.00
None
0.00
SPDR S&P 500 Index
SOLEShares41.76K
TypeSH
Market value$28.47M
8.40%
Sole
41.76K
Shared
0.00
None
0.00
Apple Computer Inc Com
SOLEShares65.83K
TypeSH
Market value$17.90M
5.28%
Sole
65.83K
Shared
0.00
None
0.00
Alphabet Inc Cap Stock Cl A (Google)
SOLEShares51.19K
TypeSH
Market value$16.02M
4.72%
Sole
51.19K
Shared
0.00
None
0.00
Lilly Eli & CO Com
SOLEShares12.38K
TypeSH
Market value$13.31M
3.92%
Sole
12.38K
Shared
0.00
None
0.00
Amazon.Com Inc Com
SOLEShares45.77K
TypeSH
Market value$10.56M
3.12%
Sole
45.77K
Shared
0.00
None
0.00
JPMorgan Chase & Co Com
SOLEShares31.77K
TypeSH
Market value$10.24M
3.02%
Sole
31.77K
Shared
0.00
None
0.00
iShares Russell 1000 Index
SOLEShares25.60K
TypeSH
Market value$9.56M
2.82%
Sole
25.60K
Shared
0.00
None
0.00
iShares Russell 1000 Growth Index
SOLEShares17.59K
TypeSH
Market value$8.32M
2.45%
Sole
17.59K
Shared
0.00
None
0.00
Costco Whsl Corp New Com
SOLEShares7.40K
TypeSH
Market value$6.38M
1.88%
Sole
7.40K
Shared
0.00
None
0.00
Meta Platforms Inc (formerly Facebook Inc)
SOLEShares9.41K
TypeSH
Market value$6.21M
1.83%
Sole
9.41K
Shared
0.00
None
0.00
Oracle Corp Com
SOLEShares30.30K
TypeSH
Market value$5.91M
1.74%
Sole
30.30K
Shared
0.00
None
0.00
Caterpillar Inc Com
SOLEShares9.52K
TypeSH
Market value$5.45M
1.61%
Sole
9.52K
Shared
0.00
None
0.00
Microsoft Corp Com
SOLEShares10.27K
TypeSH
Market value$4.97M
1.46%
Sole
10.27K
Shared
0.00
None
0.00
Vanguard Total Stock Market ETF
SOLEShares13.49K
TypeSH
Market value$4.52M
1.33%
Sole
13.49K
Shared
0.00
None
0.00
TJ Maxx Co Inc Com
SOLEShares27.79K
TypeSH
Market value$4.27M
1.26%
Sole
27.79K
Shared
0.00
None
0.00
Ball Corp Com
SOLEShares76.27K
TypeSH
Market value$4.04M
1.19%
Sole
76.27K
Shared
0.00
None
0.00
Berkshire Hathaway Inc Del Cl A
SOLEShares4.00
TypeSH
Market value$3.02M
0.89%
Sole
4.00
Shared
0.00
None
0.00
Lowes Companies Inc Com
SOLEShares11.40K
TypeSH
Market value$2.75M
0.81%
Sole
11.40K
Shared
0.00
None
0.00
Wal Mart Stores Inc Com
SOLEShares24.28K
TypeSH
Market value$2.71M
0.80%
Sole
24.28K
Shared
0.00
None
0.00
Visa Inc Class A Shares
SOLEShares7K
TypeSH
Market value$2.45M
0.72%
Sole
7K
Shared
0.00
None
0.00
Johnson & Johnson Com
SOLEShares11.85K
TypeSH
Market value$2.45M
0.72%
Sole
11.85K
Shared
0.00
None
0.00
iShares Russell Midcap Index
SOLEShares25.27K
TypeSH
Market value$2.43M
0.72%
Sole
25.27K
Shared
0.00
None
0.00
iShares Core S&P 500 Index ETF
SOLEShares3.52K
TypeSH
Market value$2.41M
0.71%
Sole
3.52K
Shared
0.00
None
0.00
AbbVie Inc
SOLEShares10.22K
TypeSH
Market value$2.33M
0.69%
Sole
10.22K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting β Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Nvidia Corp ComSOLE | Com | 183.24K | SH | $34.17M 10.08% | 183.24K | 0.00 | 0.00 |
SPDR S&P 500 IndexSOLE | Com | 41.76K | SH | $28.47M 8.40% | 41.76K | 0.00 | 0.00 |
Apple Computer Inc ComSOLE | Com | 65.83K | SH | $17.90M 5.28% | 65.83K | 0.00 | 0.00 |
Alphabet Inc Cap Stock Cl A (Google)SOLE | Com | 51.19K | SH | $16.02M 4.72% | 51.19K | 0.00 | 0.00 |
Lilly Eli & CO ComSOLE | Com | 12.38K | SH | $13.31M 3.92% | 12.38K | 0.00 | 0.00 |
Amazon.Com Inc ComSOLE | Com | 45.77K | SH | $10.56M 3.12% | 45.77K | 0.00 | 0.00 |
JPMorgan Chase & Co ComSOLE | Com | 31.77K | SH | $10.24M 3.02% | 31.77K | 0.00 | 0.00 |
iShares Russell 1000 IndexSOLE | Com | 25.60K | SH | $9.56M 2.82% | 25.60K | 0.00 | 0.00 |
iShares Russell 1000 Growth IndexSOLE | Com | 17.59K | SH | $8.32M 2.45% | 17.59K | 0.00 | 0.00 |
Costco Whsl Corp New ComSOLE | Com | 7.40K | SH | $6.38M 1.88% | 7.40K | 0.00 | 0.00 |
Meta Platforms Inc (formerly Facebook Inc)SOLE | Com | 9.41K | SH | $6.21M 1.83% | 9.41K | 0.00 | 0.00 |
Oracle Corp ComSOLE | Com | 30.30K | SH | $5.91M 1.74% | 30.30K | 0.00 | 0.00 |
Caterpillar Inc ComSOLE | Com | 9.52K | SH | $5.45M 1.61% | 9.52K | 0.00 | 0.00 |
Microsoft Corp ComSOLE | Com | 10.27K | SH | $4.97M 1.46% | 10.27K | 0.00 | 0.00 |
Vanguard Total Stock Market ETFSOLE | Com | 13.49K | SH | $4.52M 1.33% | 13.49K | 0.00 | 0.00 |
TJ Maxx Co Inc ComSOLE | Com | 27.79K | SH | $4.27M 1.26% | 27.79K | 0.00 | 0.00 |
Ball Corp ComSOLE | Com | 76.27K | SH | $4.04M 1.19% | 76.27K | 0.00 | 0.00 |
Berkshire Hathaway Inc Del Cl ASOLE | Com | 4.00 | SH | $3.02M 0.89% | 4.00 | 0.00 | 0.00 |
Lowes Companies Inc ComSOLE | Com | 11.40K | SH | $2.75M 0.81% | 11.40K | 0.00 | 0.00 |
Wal Mart Stores Inc ComSOLE | Com | 24.28K | SH | $2.71M 0.80% | 24.28K | 0.00 | 0.00 |
Visa Inc Class A SharesSOLE | Com | 7K | SH | $2.45M 0.72% | 7K | 0.00 | 0.00 |
Johnson & Johnson ComSOLE | Com | 11.85K | SH | $2.45M 0.72% | 11.85K | 0.00 | 0.00 |
iShares Russell Midcap IndexSOLE | Com | 25.27K | SH | $2.43M 0.72% | 25.27K | 0.00 | 0.00 |
iShares Core S&P 500 Index ETFSOLE | Com | 3.52K | SH | $2.41M 0.71% | 3.52K | 0.00 | 0.00 |
AbbVie IncSOLE | Com | 10.22K | SH | $2.33M 0.69% | 10.22K | 0.00 | 0.00 |
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