Filed: 4/28/2026ACC: 0001356407-26-000002
π What this filing means
INDIANA TRUST & INVESTMENT MANAGEMENT CO filed this quarterly 13FβHR report disclosing 486 equity positions with a total reported market value of $323.82M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
486
Positions
$323.82M
Total AUM (reported)
2.77M
Total Shares
Allocation by class
COM$323.82M100.0%
Portfolio Concentration
Top 3$74.92M23.1%
4β10$69.69M21.5%
11β25$56.04M17.3%
Rest$123.16M38.0%
Top 3 weight
23.1%
Top 10 weight
44.7%
Voting Authority Distribution
Total shares with voting rights: 2.77M
Sole
Full voting authority
2.77M
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)
Sole483
Shared0
Other3
Dominant voting typeSole Β· 100.0% of voting shares
Institutional Holdings486
Rows:
Nvidia Corp Com
SOLEShares182.27K
TypeSH
Market value$31.79M
9.82%
Sole
182.27K
Shared
0.00
None
0.00
State Street SPDR S&P 500 ETF Trust
SOLEShares41.37K
TypeSH
Market value$26.90M
8.31%
Sole
41.37K
Shared
0.00
None
0.00
Apple Computer Inc Com
SOLEShares63.97K
TypeSH
Market value$16.23M
5.01%
Sole
63.97K
Shared
0.00
None
0.00
Alphabet Inc Cap Stock Cl A (Google)
SOLEShares51.61K
TypeSH
Market value$14.84M
4.58%
Sole
51.61K
Shared
0.00
None
0.00
Eli Lilly & CO Com
SOLEShares12.73K
TypeSH
Market value$11.71M
3.62%
Sole
12.73K
Shared
0.00
None
0.00
JPMorgan Chase & Co Com
SOLEShares33.09K
TypeSH
Market value$9.73M
3.01%
Sole
33.09K
Shared
0.00
None
0.00
Amazon.Com Inc Com
SOLEShares44.95K
TypeSH
Market value$9.36M
2.89%
Sole
44.95K
Shared
0.00
None
0.00
iShares Russell 1000 Index
SOLEShares25.60K
TypeSH
Market value$9.13M
2.82%
Sole
25.60K
Shared
0.00
None
0.00
iShares Russell 1000 Growth Index
SOLEShares17.52K
TypeSH
Market value$7.47M
2.31%
Sole
17.52K
Shared
0.00
None
0.00
Caterpillar Inc Com
SOLEShares10.52K
TypeSH
Market value$7.45M
2.30%
Sole
10.52K
Shared
0.00
None
0.00
Costco Whsl Corp New Com
SOLEShares7.29K
TypeSH
Market value$7.26M
2.24%
Sole
7.29K
Shared
0.00
None
0.00
Vanguard Total Stock Market ETF
SOLEShares15.19K
TypeSH
Market value$4.87M
1.51%
Sole
15.19K
Shared
0.00
None
0.00
Meta Platforms Inc (formerly Facebook Inc)
SOLEShares7.90K
TypeSH
Market value$4.52M
1.40%
Sole
7.90K
Shared
0.00
None
0.00
Ball Corp Com
SOLEShares76.27K
TypeSH
Market value$4.51M
1.39%
Sole
76.27K
Shared
0.00
None
0.00
TJ Maxx Co Inc Com
SOLEShares27.45K
TypeSH
Market value$4.38M
1.35%
Sole
27.45K
Shared
0.00
None
0.00
Exxon Mobil Corp Com
SOLEShares24.85K
TypeSH
Market value$4.22M
1.30%
Sole
24.85K
Shared
0.00
None
0.00
Microsoft Corp Com
SOLEShares9.82K
TypeSH
Market value$3.64M
1.12%
Sole
9.82K
Shared
0.00
None
0.00
Oracle Corp Com
SOLEShares24.61K
TypeSH
Market value$3.62M
1.12%
Sole
24.61K
Shared
0.00
None
0.00
Wal Mart Stores Inc Com
SOLEShares26.71K
TypeSH
Market value$3.32M
1.03%
Sole
26.71K
Shared
0.00
None
0.00
Johnson & Johnson Com
SOLEShares12.55K
TypeSH
Market value$3.07M
0.95%
Sole
12.55K
Shared
0.00
None
0.00
Berkshire Hathaway Inc Del Cl A
SOLEShares4.00
TypeSH
Market value$2.87M
0.89%
Sole
4.00
Shared
0.00
None
0.00
Lowes Companies Inc Com
SOLEShares11.37K
TypeSH
Market value$2.69M
0.83%
Sole
11.37K
Shared
0.00
None
0.00
iShares Core S&P 500 Index ETF
SOLEShares3.76K
TypeSH
Market value$2.46M
0.76%
Sole
3.76K
Shared
0.00
None
0.00
iShares Russell Midcap Index
SOLEShares24.61K
TypeSH
Market value$2.39M
0.74%
Sole
24.61K
Shared
0.00
None
0.00
AbbVie Inc
SOLEShares10.22K
TypeSH
Market value$2.22M
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 | 182.27K | SH | $31.79M 9.82% | 182.27K | 0.00 | 0.00 |
State Street SPDR S&P 500 ETF TrustSOLE | Com | 41.37K | SH | $26.90M 8.31% | 41.37K | 0.00 | 0.00 |
Apple Computer Inc ComSOLE | Com | 63.97K | SH | $16.23M 5.01% | 63.97K | 0.00 | 0.00 |
Alphabet Inc Cap Stock Cl A (Google)SOLE | Com | 51.61K | SH | $14.84M 4.58% | 51.61K | 0.00 | 0.00 |
Eli Lilly & CO ComSOLE | Com | 12.73K | SH | $11.71M 3.62% | 12.73K | 0.00 | 0.00 |
JPMorgan Chase & Co ComSOLE | Com | 33.09K | SH | $9.73M 3.01% | 33.09K | 0.00 | 0.00 |
Amazon.Com Inc ComSOLE | Com | 44.95K | SH | $9.36M 2.89% | 44.95K | 0.00 | 0.00 |
iShares Russell 1000 IndexSOLE | Com | 25.60K | SH | $9.13M 2.82% | 25.60K | 0.00 | 0.00 |
iShares Russell 1000 Growth IndexSOLE | Com | 17.52K | SH | $7.47M 2.31% | 17.52K | 0.00 | 0.00 |
Caterpillar Inc ComSOLE | Com | 10.52K | SH | $7.45M 2.30% | 10.52K | 0.00 | 0.00 |
Costco Whsl Corp New ComSOLE | Com | 7.29K | SH | $7.26M 2.24% | 7.29K | 0.00 | 0.00 |
Vanguard Total Stock Market ETFSOLE | Com | 15.19K | SH | $4.87M 1.51% | 15.19K | 0.00 | 0.00 |
Meta Platforms Inc (formerly Facebook Inc)SOLE | Com | 7.90K | SH | $4.52M 1.40% | 7.90K | 0.00 | 0.00 |
Ball Corp ComSOLE | Com | 76.27K | SH | $4.51M 1.39% | 76.27K | 0.00 | 0.00 |
TJ Maxx Co Inc ComSOLE | Com | 27.45K | SH | $4.38M 1.35% | 27.45K | 0.00 | 0.00 |
Exxon Mobil Corp ComSOLE | Com | 24.85K | SH | $4.22M 1.30% | 24.85K | 0.00 | 0.00 |
Microsoft Corp ComSOLE | Com | 9.82K | SH | $3.64M 1.12% | 9.82K | 0.00 | 0.00 |
Oracle Corp ComSOLE | Com | 24.61K | SH | $3.62M 1.12% | 24.61K | 0.00 | 0.00 |
Wal Mart Stores Inc ComSOLE | Com | 26.71K | SH | $3.32M 1.03% | 26.71K | 0.00 | 0.00 |
Johnson & Johnson ComSOLE | Com | 12.55K | SH | $3.07M 0.95% | 12.55K | 0.00 | 0.00 |
Berkshire Hathaway Inc Del Cl ASOLE | Com | 4.00 | SH | $2.87M 0.89% | 4.00 | 0.00 | 0.00 |
Lowes Companies Inc ComSOLE | Com | 11.37K | SH | $2.69M 0.83% | 11.37K | 0.00 | 0.00 |
iShares Core S&P 500 Index ETFSOLE | Com | 3.76K | SH | $2.46M 0.76% | 3.76K | 0.00 | 0.00 |
iShares Russell Midcap IndexSOLE | Com | 24.61K | SH | $2.39M 0.74% | 24.61K | 0.00 | 0.00 |
AbbVie IncSOLE | Com | 10.22K | SH | $2.22M 0.69% | 10.22K | 0.00 | 0.00 |
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