Indiana Trust & Investment Management CO Portfolio Holdings

Indiana Trust & Investment Management CO

  • $270 Million
  • Q1 2025

Indiana Trust & Investment Management CO has filed its 13F form on May 21, 2025 for Q1 2025 where it was disclosed a total value porftolio of $270 Million distributed in 478 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $23.9M, Nvidia Corp with a value of $20.7M, Apple Inc. with a value of $13.3M, Eli Lilly & CO with a value of $9.63M, and Amazon Com Inc with a value of $8.23M.

Examining the 13F form we can see an decrease of $17.6M in the current position value, from $288M to 270M.

Below you can find more details about Indiana Trust & Investment Management CO portfolio as well as his latest detailed transactions.

Portfolio value $270 Million
ETFs: $85.4 Million
Technology: $51.1 Million
Financial Services: $38 Million
Consumer Cyclical: $22.8 Million
Healthcare: $21.4 Million
Communication Services: $15.3 Million
Consumer Defensive: $14.3 Million
Industrials: $11.9 Million
Other: $9.88 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$6.17B
$1.53 Million 0.57% of portfolio
72,278
Q2 2023 Reduced 0.86%
$6.6B
$142,000 0.05% of portfolio
6,410
Q3 2023 New
$4.36B
$123,000 0.05% of portfolio
1,623
Q1 2025 Reduced 8.46%
$2.05B
$70,000 0.03% of portfolio
4,500
Q3 2023 New
$3.97B
$46,000 0.02% of portfolio
500
Q3 2023 New
$3.48B
$43,000 0.02% of portfolio
150
Q4 2024 Reduced 40.0%
$7.95B
$15,000 0.01% of portfolio
125
Q3 2024 New
$2.27B
$36,000 0.01% of portfolio
902
Q4 2023 Reduced 50.63%
$9.68B
$31,000 0.01% of portfolio
2,850
Q2 2024 Reduced 44.66%
$5.05B
$15,000 0.01% of portfolio
500
Q3 2023 New
$2.34B
$7,000 0.0% of portfolio
33
Q3 2023 New
$4.23B
$1,000 0.0% of portfolio
34
Q2 2024 New
$8.88B
$13,000 0.0% of portfolio
423
Q3 2023 New
$9.27B
$0 0.0% of portfolio
22
Q4 2024 New
$2.38B
$7,000 0.0% of portfolio
541
Q3 2023 New
$3.11B
$0 0.0% of portfolio
11
Q1 2025 New
$9.45B
$2,000 0.0% of portfolio
76
Q3 2024 New
$8.36B
$8,000 0.0% of portfolio
145
Q3 2023 New
$2.2B
$5,000 0.0% of portfolio
828
Q1 2025 Added 10.4%
$9.72B
$1,000 0.0% of portfolio
12
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 478
  • Current Value $270 Million
  • Prior Value $288 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 21, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 7 stocks
  • Additional Purchases 47 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 71 stocks
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