Indiana Trust & Investment Management Co
Sector Allocation
- Other32.9%$120.7M
- Technology30.6%$112.4M
- Financials10.3%$37.9M
- Healthcare7.6%$28.0M
- Industrials6.6%$24.3M
- Consumer Discretionary5.8%$21.2M
- Consumer Staples3.5%$13.0M
- Energy1.1%$4.1M
- Utilities0.8%$2.8M
- Materials0.3%$1.0M
AUM History
13fpro.ai/research/fund/indiana-trust-and-investment-management-co-1356407
Conviction and streaks
Concentrating · top 10 = 48.3%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q3 2026
NVDA
$41.5MSPY
$31.3MAAPL
$20.4MGOOGL
$17.8MLLY
$15.8MAMZN
$11.4MJPM
$11.2M- iShares$10.7M
- iShares$8.7M
CAT
$8.6MINTC
$6.6MCOST
$6.2M- VANGUARD$5.7M
MSFT
$4.4MBALL
$4.2MMETA
$4.2MTJX
$3.8MJNJ
$3.3MBRK.A
$3.0M- Vanguard$2.9M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/indiana-trust-and-investment-management-co-1356407
Indiana Trust & Investment Management Co 13F holdings — Q3 2026
$366.9M portfolio (+0.3% QoQ) · 464 holdings · Q3 2026 13F · top 10 are 48% of the stock portfolio
$41.5M
11.3% of stocks
-0.5%This quarter+1.8%Since filed11+ qtrsHeld$31.3M
8.5% of stocks
-0.8%This quarter+0.2%Since filed11+ qtrsHeld$20.4M
5.5% of stocks
-2%This quarter-1.2%Since filed11+ qtrsHeld$17.8M
4.9% of stocks
-0.6%This quarter-2.0%Since filed11+ qtrsHeld$15.8M
4.3% of stocks
+2%This quarter-2.1%Since filed11+ qtrsHeld$11.4M
3.1% of stocks
+0.1%This quarter-0.5%Since filed11+ qtrsHeld$11.2M
3.0% of stocks
+0.0%This quarter-0.7%Since filed11+ qtrsHeld- 8
iShares Russell 1000 Index - Com
$10.7M
2.9% of stocks
No changeThis quarter—Since filed—HeldAIQuality—Est. buy— - 9
iShares Russell 1000 Growth Index - Com
$8.7M
2.4% of stocks
No changeThis quarter—Since filed—HeldAIQuality—Est. buy— $8.6M
2.4% of stocks
+0.9%This quarter-1.7%Since filed11+ qtrsHeld
All holdings — Indiana Trust & Investment Management Co (Q3 2026)
464 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | INTEL CORP | Technology | $6.6M | 1.8% | 55K | +23% | 11+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $6.2M | 1.7% | 6,850 | -2% | 11+ qtrsTrimmed 5 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | — | VANGUARD MRNGSTR TTL STK MKT ETF - Cometf/fund | — | $5.7M | 1.6% | 15K | — | — | — | 13F |
| 14 | MICROSOFT CORP | Technology | $4.4M | 1.2% | 8,642 | -0.2% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | BALL Corp | Industrials | $4.2M | 1.1% | 75K | -1% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | Meta Platforms, Inc. | Technology | $4.2M | 1.1% | 5,739 | -4% | 11+ qtrsTrimmed 4 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | TJX COMPANIES INC /DE/ | Consumer Discretionary | $3.8M | 1.1% | 29K | -1% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | JOHNSON & JOHNSON | Healthcare | $3.3M | 0.9% | 12K | -1% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | BERKSHIRE HATHAWAY INC | Financials | $3.0M | 0.8% | 4 | — | 9 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | — | Vanguard Info Tech ETF - Cometf/fund | — | $2.9M | 0.8% | 23K | — | — | — | 13F |
| 21 | — | iShares Core S&P 500 Index ETF - Cometf/fund | — | $2.9M | 0.8% | 3,753 | -0.2% | — | — | 13F |
| 22 | ORACLE CORP | Technology | $2.9M | 0.8% | 21K | -2% | 11+ qtrsTrimmed 4 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | Walmart Inc. | Consumer Staples | $2.8M | 0.8% | 27K | -11% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | — | iShares Russell Midcap Index - Cometf/fund | — | $2.6M | 0.7% | 24K | -2% | — | — | 13F |
| 25 | — | iShares Tr Russell Microcap Index - Cometf/fund | — | $2.6M | 0.7% | 14K | — | — | — | 13F |
| 26 | $ABBV | AbbVie Inc. | Healthcare | $2.5M | 0.7% | 9,717 | -2% | |||
| 27 | $SRCE | 1ST SOURCE CORP | Financials | $2.5M | 0.7% | 30K | +6% | |||
| 28 | — | iShares Russell 2000 Index Fd - Com | — | $2.3M | 0.6% | 8,435 | -2% | |||
| 29 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | — | $2.3M | 0.6% | 3,100 | — | |||
| 30 | $AVGO | Broadcom Inc. | Technology | $2.3M | 0.6% | 6,530 | -25% | |||
| 31 | — | Vanguard S&P 500 ETF - Com | — | $2.3M | 0.6% | 3,228 | -2% | |||
| 32 | $V | VISA INC. | Financials | $2.2M | 0.6% | 6,238 | -7% | |||
| 33 | $GOOG | Alphabet Inc. | Technology | $2.2M | 0.6% | 6,528 | -0.4% | |||
| 34 | $SNDK | Sandisk Corp | Technology | $2.2M | 0.6% | 1,272 | +363% | |||
| 35 | — | State Street Technology Sel Sector SPDR - Com | — | $2.2M | 0.6% | 11K | +451% | |||
| 36 | — | iShares Russell 1000 Value Index - Com | — | $2.2M | 0.6% | 8,704 | — | |||
| 37 | $BLK | BlackRock, Inc. | Financials | $2.0M | 0.6% | 1,890 | -1% | |||
| 38 | $ETN | Eaton Corp plc | Industrials | $1.9M | 0.5% | 4,502 | -4% | |||
| 39 | $ONB | OLD NATIONAL BANCORP /IN/ | Financials | $1.8M | 0.5% | 72K | — | |||
| 40 | — | iShares MSCI EAFE Index Fund - Com | — | $1.7M | 0.5% | 17K | -3% | |||
| 41 | $LOW | LOWES COMPANIES INC | Consumer Discretionary | $1.7M | 0.5% | 9,230 | -6% | |||
| 42 | — | iShares Emerging Markets ex-China ETF - Com | — | $1.7M | 0.5% | 17K | — | |||
| 43 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $1.6M | 0.4% | 11K | -0.1% | |||
| 44 | — | iShares Tr Russell 3000 ETF - Com | — | $1.5M | 0.4% | 3,547 | — | |||
| 45 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $1.5M | 0.4% | 3,027 | -2% | |||
| 46 | — | Vanguard Russell 1000 Index ETF - Com | — | $1.4M | 0.4% | 4,075 | — | |||
| 47 | — | VANGUARD INDEX FDS MORNINGSTAR GROWTH ETF - Com | — | $1.4M | 0.4% | 15K | — | |||
| 48 | $AFB | ALLIANCEBERNSTEIN NATIONAL MUNICIPAL INCOME FUND | Other | $1.3M | 0.4% | 137K | — | |||
| 49 | $JCI | Johnson Controls International plc | Industrials | $1.2M | 0.3% | 8,220 | +45% | |||
| 50 | — | Vanguard Dividend Appreciation ETF - Com | — | $1.2M | 0.3% | 4,995 | — | |||
| 51 | — | Vanguard Russell 1000 Value Index ETF - Com | — | $1.2M | 0.3% | 11K | — | |||
| 52 | $GD | GENERAL DYNAMICS CORP | Industrials | $1.1M | 0.3% | 3,416 | -0.4% | |||
| 53 | $CVX | CHEVRON CORP | Energy | $1.1M | 0.3% | 5,425 | -3% | |||
| 54 | $AFL | AFLAC INC | Financials | $1.1M | 0.3% | 9,891 | -3% | |||
| 55 | — | iShares Tr S&P Latin Amer 40 Index ETF - Com | — | $1.1M | 0.3% | 32K | — | |||
| 56 | $EIM | Eaton Vance Municipal Bond Fund | Other | $1.1M | 0.3% | 118K | — | |||
| 57 | $ADI | ANALOG DEVICES INC | Technology | $1.1M | 0.3% | 2,695 | -3% | |||
| 58 | $VGM | Invesco Trust for Investment Grade Municipals | — | $1.1M | 0.3% | 122K | — | |||
| 59 | — | Strive 500 ETF - Com | — | $1.0M | 0.3% | 21K | — | |||
| 60 | $GLD | SPDR GOLD TRUST | Financials | $1.0M | 0.3% | 2,664 | — | |||
| 61 | — | iShares MSCI Brazil ETF - Com | — | $987K | 0.3% | 27K | — | |||
| 62 | — | iShares S&P 100 ETF - Com | — | $982K | 0.3% | 2,569 | — | |||
| 63 | — | iShares DJ Select Dividend Index Fd - Com | — | $981K | 0.3% | 6,449 | — | |||
| 64 | $NEE | NEXTERA ENERGY INC | Utilities | $944K | 0.3% | 12K | -7% | |||
| 65 | $TSLA | Tesla, Inc. | Consumer Discretionary | $932K | 0.3% | 2,628 | — | |||
| 66 | $MYI | BLACKROCK MUNIYIELD QUALITY FUND III, INC. | Other | $879K | 0.2% | 91K | — | |||
| 67 | — | iShares Core S&P Small-Cap ETF - Com | — | $835K | 0.2% | 6,141 | -3% | |||
| 68 | — | iShares MSCI Brazil Small-Cap ETF - Com | — | $832K | 0.2% | 63K | — | |||
| 69 | $AMGN | AMGEN INC | Healthcare | $826K | 0.2% | 1,960 | -5% | |||
| 70 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $825K | 0.2% | 1,348 | +2% | |||
| 71 | $CSX | CSX CORP | Industrials | $787K | 0.2% | 17K | -3% | |||
| 72 | $GLDM | World Gold Trust | Financials | $782K | 0.2% | 9,510 | — | |||
| 73 | — | Vanguard Morningstar Value ETF - Com | — | $778K | 0.2% | 3,601 | — | |||
| 74 | $DOV | DOVER Corp | Industrials | $745K | 0.2% | 4,721 | — | |||
| 75 | $SLV | iShares Silver Trust | Financials | $745K | 0.2% | 14K | — | |||
| 76 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $739K | 0.2% | 3,360 | -4% | |||
| 77 | $AXP | AMERICAN EXPRESS CO | Financials | $738K | 0.2% | 2,426 | — | |||
| 78 | $SYK | STRYKER CORP | Healthcare | $737K | 0.2% | 2,675 | -19% | |||
| 79 | $HBNC | HORIZON BANCORP INC /IN/ | Financials | $729K | 0.2% | 39K | — | |||
| 80 | $MRK | Merck & Co., Inc. | Healthcare | $726K | 0.2% | 4,996 | — | |||
| 81 | $PEP | PEPSICO INC | Consumer Staples | $704K | 0.2% | 5,552 | -2% | |||
| 82 | $MHD | BLACKROCK MUNIHOLDINGS FUND, INC. | Other | $698K | 0.2% | 68K | — | |||
| 83 | $BMY | BRISTOL MYERS SQUIBB CO | Healthcare | $697K | 0.2% | 11K | -5% | |||
| 84 | $CSCO | CISCO SYSTEMS, INC. | Technology | $681K | 0.2% | 6,324 | -4% | |||
| 85 | $AEP | AMERICAN ELECTRIC POWER CO INC | Utilities | $672K | 0.2% | 5,667 | +2% | |||
| 86 | $DE | DEERE & CO | Industrials | $670K | 0.2% | 998 | -2% | |||
| 87 | — | iShares Intermediate Gov/Cr ETF - Com | — | $665K | 0.2% | 6,452 | — | |||
| 88 | — | iShares S&P Mid-Cap ETF - Com | — | $663K | 0.2% | 9,208 | — | |||
| 89 | $MCD | MCDONALDS CORP | Consumer Discretionary | $640K | 0.2% | 2,771 | -6% | |||
| 90 | $MQY | BLACKROCK MUNIYIELD QUALITY FUND, INC. | Other | $636K | 0.2% | 64K | — | |||
| 91 | $FISV | FISERV INC | Financials | $628K | 0.2% | 14K | -2% | |||
| 92 | $SPCX | SPACE EXPLORATION TECHNOLOGIES CORP | Technology | $622K | 0.2% | 4,120 | +999% | |||
| 93 | $COP | CONOCOPHILLIPS | Energy | $619K | 0.2% | 4,946 | — | |||
| 94 | $QCOM | QUALCOMM INC/DE | Technology | $616K | 0.2% | 3,348 | — | |||
| 95 | $MA | Mastercard Inc | Financials | $611K | 0.2% | 1,108 | -42% | |||
| 96 | — | Vanguard FTSE Emerging Markets ETF - Com | — | $604K | 0.2% | 10K | -0.2% | |||
| 97 | — | State Street Financial Sel Sector SPDR - Com | — | $602K | 0.2% | 11K | +584% | |||
| 98 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $582K | 0.2% | 11K | — | |||
| 99 | $IAU | ISHARES GOLD TRUST | Financials | $571K | 0.2% | 7,307 | — | |||
| 100 | $HON | HONEYWELL INTERNATIONAL INC | Industrials | $569K | 0.1% | 2,696 | -0.7% | |||
| 101 | $VKI | Invesco Advantage Municipal Income Trust II | Other | $561K | 0.1% | 75K | — | |||
| 102 | — | State Street SPDR S&P Dividend ETF - Com | — | $552K | 0.1% | 3,766 | -0.5% | |||
| 103 | — | Vanguard Energy ETF - Com | — | $551K | 0.1% | 3,200 | — | |||
| 104 | $ICE | Intercontinental Exchange, Inc. | Financials | $543K | 0.1% | 3,571 | — | |||
| 105 | — | iShares MSCI Emerging Markets Index - Com | — | $514K | 0.1% | 7,690 | -2% | |||
| 106 | — | Vanguard Index FDS Morningstar LRG CP ETF - Com | — | $507K | 0.1% | 1,441 | — | |||
| 107 | — | State Street Health Care Sel Sector SPDR - Com | — | $502K | 0.1% | 2,979 | +485% | |||
| 108 | $MET | METLIFE INC | Financials | $497K | 0.1% | 5,274 | — | |||
| 109 | $WFC | WELLS FARGO & COMPANY/MN | Financials | $494K | 0.1% | 6,170 | — | |||
| 110 | $PSX | Phillips 66 | Energy | $485K | 0.1% | 1,900 | — | |||
| 111 | — | State Street Energy Sel Sector SPDR - Com | — | $478K | 0.1% | 7,772 | +47% | |||
| 112 | $ABT | ABBOTT LABORATORIES | Healthcare | $472K | 0.1% | 4,773 | +1% | |||
| 113 | $UNP | UNION PACIFIC CORP | Industrials | $463K | 0.1% | 1,700 | — | |||
| 114 | — | iShares Core S&P Total U S Stock Mkt ETF - Com | — | $459K | 0.1% | 2,758 | — | |||
| 115 | $WSM | WILLIAMS SONOMA INC | Consumer Discretionary | $456K | 0.1% | 2,000 | — | |||
| 116 | — | State Street Industrial Sel Sector SPDR - Com | — | $454K | 0.1% | 2,720 | +373% | |||
| 117 | $SYY | SYSCO CORP | Consumer Discretionary | $454K | 0.1% | 5,819 | -3% | |||
| 118 | $IVZ | Invesco Ltd. | Financials | $452K | 0.1% | 2,172 | — | |||
| 119 | — | State Street Consumer Dis Sel Sector SPDR - Com | — | $449K | 0.1% | 4,125 | +725% | |||
| 120 | $MMU | WESTERN ASSET MANAGED MUNICIPALS FUND INC. | Other | $447K | 0.1% | 50K | — | |||
| 121 | — | iShares S&P MidCap 400 Growth Index - Com | — | $446K | 0.1% | 4,067 | — | |||
| 122 | $KO | COCA COLA CO | Consumer Staples | $443K | 0.1% | 5,150 | +0.1% | |||
| 123 | — | LHA Market State Tactical Beta ETF - Com | — | $440K | 0.1% | 10K | — | |||
| 124 | $IVZ | Invesco Ltd. | Financials | $435K | 0.1% | 7,995 | — | |||
| 125 | — | State Street Communication Sel Sector SPDR - Com | — | $426K | 0.1% | 3,840 | New | |||
| 126 | — | Vanguard REIT Index ETF - Com | — | $423K | 0.1% | 4,715 | — | |||
| 127 | $PFE | PFIZER INC | Healthcare | $419K | 0.1% | 15K | +4% | |||
| 128 | $HONA | Honeywell Aerospace Inc. | Industrials | $418K | 0.1% | 2,696 | -0.7% | |||
| 129 | $GWW | W.W. GRAINGER, INC. | Consumer Discretionary | $417K | 0.1% | 335 | -4% | |||
| 130 | $PFH | PRUDENTIAL FINANCIAL INC | Financials | $411K | 0.1% | 3,622 | -11% | |||
| 131 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $407K | 0.1% | 1,432 | -3% | |||
| 132 | $DIS | Walt Disney Co | Communication Services | $402K | 0.1% | 3,831 | -9% | |||
| 133 | $ITW | ILLINOIS TOOL WORKS INC | Industrials | $400K | 0.1% | 1,556 | -7% | |||
| 134 | $RTX | RTX Corp | Industrials | $400K | 0.1% | 2,156 | — | |||
| 135 | — | iShares Core S&P US Growth ETF - Com | — | $394K | 0.1% | 2,033 | — | |||
| 136 | $GE | GENERAL ELECTRIC CO | Industrials | $387K | 0.1% | 1,239 | -0.6% | |||
| 137 | — | Vanguard Intmd Term Bond ETF - Com | — | $386K | 0.1% | 5,300 | — | |||
| 138 | $EMR | EMERSON ELECTRIC CO | Industrials | $386K | 0.1% | 2,488 | -1% | |||
| 139 | $NUE | NUCOR CORP | Materials | $376K | 0.1% | 1,608 | — | |||
| 140 | $CRM | Salesforce, Inc. | Technology | $375K | 0.1% | 1,633 | +7% | |||
| 141 | $VMRK | VIVMARK RESIDENTIAL | Real Estate | $373K | 0.1% | 6,134 | — | |||
| 142 | $MDT | Medtronic plc | Healthcare | $348K | 0.1% | 4,036 | -9% | |||
| 143 | — | iShares iBoxx Invest Grade Corp Bond - Com | — | $331K | 0.1% | 3,238 | — | |||
| 144 | — | VANGUARD MRNGSTR MID CAP ETF - Com | — | $328K | 0.1% | 4,188 | — | |||
| 145 | — | Vanguard Total International Bond ETF - Com | — | $328K | 0.1% | 7,000 | — | |||
| 146 | $NSC | NORFOLK SOUTHERN CORP | Industrials | $322K | 0.1% | 1,042 | — | |||
| 147 | — | Vanguard Morningstar Small-Cap ETF - Com | — | $321K | 0.1% | 1,130 | — | |||
| 148 | — | Vanguard Russell 2000 Growth Index ETF - Com | — | $315K | 0.1% | 1,208 | — | |||
| 149 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | Technology | $314K | 0.1% | 688 | — | |||
| 150 | — | Vanguard Russell 2000 Value Index ETF - Com | — | $308K | 0.1% | 1,670 | — |
What changed in Q3 2026
Against the previous quarter's 13F: 13 new, 28 added to, 94 trimmed, 20 sold out. Share-count changes; largest moves by dollar size first.
New positions (13)
- State Street Communication Sel Sector SPDR - Com$426K
first bought this quarter
$MKCMCCORMICK & CO INC$89K
first bought this quarter
- State Street Utilities Sel Sector SPDR - Com$83K
first bought this quarter
$STTSTATE STREET CORP$77K
first bought this quarter
$HCAHCA Healthcare, Inc.$41K
first bought this quarter
$MTArcelorMittal$12K
first bought this quarter
+7 more in the Excel export
Added to (28)
- State Street Technology Sel Sector SPDR - Com+451%
now $2.2M
$SNDKSandisk Corp+363%
now $2.2M · held 3 qtrs, 3 adds in a row
now $6.6M · held 11+ qtrs, 2 adds in a row
$SPCXSPACE EXPLORATION TECHNOLOGIES CORP+999%now $622K · held 2 qtrs, 2 adds in a row
- State Street Financial Sel Sector SPDR - Com+584%
now $602K
- State Street Health Care Sel Sector SPDR - Com+485%
now $502K
+22 more in the Excel export
Trimmed (94)
$KLACKLA CORP-87%
now $143K · held 2 qtrs
$AVGOBroadcom Inc.-25%
now $2.3M · held 11+ qtrs
$MAMastercard Inc-42%
now $611K · held 11+ qtrs, 2 trims in a row
now $20.4M · held 11+ qtrs, 3 trims in a row
$WMTWalmart Inc.-11%
now $2.8M · held 11+ qtrs
now $31.3M · held 11+ qtrs
+88 more in the Excel export
Sold out (20)
$XOM.R34088EXXON MOBIL CORPwas $3.1M
held 10+ qtrs
$OKEONEOK INC /NEW/was $203K
held 9 qtrs
$ROKROCKWELL AUTOMATION, INCwas $26K
held 10+ qtrs
$NOWServiceNow, Inc.was $25K
held 10+ qtrs
$FANGDiamondback Energy, Inc.was $19K
held 5 qtrs
$VRTXVERTEX PHARMACEUTICALS INC / MAwas $17K
+14 more in the Excel export
Holdings by quarter
Every 13F Indiana Trust & Investment Management Co has filed, 42 earlier quarters. Pick one to see what it held then.
Is it too late to follow Indiana & Investment Management?
Q3 2026 13F filed with the SEC on Oct 22, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Indiana & Investment Management's top 20 holdings: 75/100 (our AI quality score, weighted by position size; 19 of the 20 are scored)
Top 10 since filing
-0.1%
Value-weighted move of the 10 largest stock positions
Turnover
3%
Last quarter; 10% over the last 4
Top 10 weight
48%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
98%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Indiana Trust & Investment Management Co disclosed 464 positions worth $366.9M in its Form 13F-HR for Q3 2026, led by $NVDA (NVIDIA CORP) at 11.3% of the equity portfolio, followed by $SPY and $AAPL. During the quarter the fund opened 13 new positions and exited 20 and a full exit from $XOM.R34088. The portfolio is most concentrated in Other (32.9% of disclosed assets). All figures are sourced directly from Indiana Trust & Investment Management Co’s Form 13F-HR filing with the SEC under CIK 1356407.
Funds like this
managers whose biggest positions overlap Indiana & Investment Management'sBrowse Top Institutional Investors
13F Pro tracks 8,700+ institutional investors filing 13F reports with the SEC.
to search all 8,700+ institutional filers.
AI-Powered Hedge Fund Analysis: Indiana Trust & Investment Management Co
13F Pro is an AI hedge fund tracker and stock research platform. For Indiana Trust & Investment Management Co (SEC CIK: 1356407), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in Indiana Trust & Investment Management Co's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.