Indiana Trust & Investment Management Co holds a focused book of 472 reported positions worth $365.9M as of Q2 2026 (disclosed Jul 22, 2026, a ~22-day 13F lag). This quarter Honeywell Aerospace Inc first appears in 13F filings (one of 4 new listings in the book), a listing rather than a purchase; they opened Kla Corp and trimmed Apple Inc. Their largest long position is Nvidia Corp at 10% of the reported non-option book. Cloning the disclosed picks since 2024 would be +30% (+14.7%/yr). That is a simulation of the disclosed long book, not audited returns.
Following at the filing date actually beat the quarter-end book by 3.7 points over this window.
Growth of $10,000 cloning Indiana Trust & Investment Management Co's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~22 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
67% mapped to company sectors
+5 sectors below the cut, 2% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Indiana Trust & Investment Management Co
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Innovator Capital Management, LLC | 8 / 80 | $2.9B |
| Donor Advised Charitable Giving, Inc. | 8 / 80 | $4.4B |
| Hoffman, Alan N Investment Management | 10 / 80 | $162.2M |
| Swiss Re Ltd | 38 / 80 | $1.0B |
| Mirae Asset Global Investments Co., Ltd. | 59 / 80 | $281.3B |
| Prospect Hill Management, LLC | 9 / 80 | $239.1M |
| New World Advisors LLC | 43 / 80 | $541.9M |
| Uhlmann Price Securities, LLC | 36 / 80 | $2.5B |
Ranked by the share of each fund's own book sitting in the names it shares with Indiana Trust & Investment Management Co: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Nvidia Corp Com Com | $36.5M | 182.6K | 10.0% | ▲+0.2% Added · +375 sh | |
| 2 | State Street SPDR S&P 500 ETF Trust Com | $30.9M | 41.4K | 8.5% | ▲+0.1% Added · +50 sh | |
| 3 | Alphabet Inc Cap Stock Cl A (Google) Com | $18.7M | 52.2K | 5.1% | ▲+1.1% Added · +580 sh | |
| 4 | Apple Computer Inc Com Com | $18.1M | 62.4K | 4.9% | ▼−2.4% Reduced · −2K sh | |
| 5 | Eli Lilly & CO Com Com | $16.0M | 13.3K | 4.4% | ▲+4.6% Added · +589 sh | |
| 6 | Caterpillar Inc Com Com | $11.2M | 10.6K | 3.1% | ▲+0.4% Added · +42 sh | |
| 7 | JP Morgan Chase & Co Com Com | $11.1M | 33.8K | 3.0% | ▲+2.0% Added · +681 sh | |
| 8 | Amazon.Com Inc Com Com | $10.9M | 45.5K | 3.0% | ▲+1.3% Added · +595 sh | |
| 9 | iShares Russell 1000 Index Com | $10.5M | 25.6K | 2.9% | —Held | |
| 10 | iShares Russell 1000 Growth Index Com | $8.7M | 69.7K | 2.4% | ▲+298% Added · +52K sh | |
| 11 | Costco Whsl Corp New Com Com | $6.5M | 7.0K | 1.8% | ▼−4.1% Reduced · −297 sh | |
| 12 | Intel Corp Com Com | $6.2M | 44.6K | 1.7% | ▲12× Added · +41K sh | |
| 13 | Vanguard Total Stock Market ETF Com | $5.6M | 15.2K | 1.5% | —Held | |
| 14 | Ball Corp Com Com | $4.8M | 76.3K | 1.3% | —Held | |
| 15 | TJX Companies Inc. Com | $4.5M | 29.4K | 1.2% | ▲+7.1% Added · +2K sh | |
| 16 | Wal Mart Stores Inc Com Com | $3.4M | 29.8K | 0.9% | ▲+12% Added · +3K sh | |
| 17 | Meta Platforms Inc (formerly Facebook Inc) Com | $3.4M | 6.0K | 0.9% | ▼−25% Reduced · −2K sh | |
| 18 | Broadcom Inc Com Com | $3.3M | 8.7K | 0.9% | ▲+49% Added · +3K sh | |
| 19 | Microsoft Corp Com Com | $3.2M | 8.7K | 0.9% | ▼−12% Reduced · −1K sh | |
| 20 | Johnson & Johnson Com Com | $3.2M | 12.5K | 0.9% | ▼−0.7% Reduced · −86 sh | |
| 21 | Oracle Corp Com Com | $3.1M | 21.4K | 0.9% | ▼−13% Reduced · −3K sh | |
| 22 | Exxon Mobil Corp Com Com | $3.1M | 22.8K | 0.9% | ▼−8.4% Reduced · −2K sh | |
| 23 | Berkshire Hathaway Inc Del Cl A Com | $3.0M | 4 | 0.8% | —Held | |
| 24 | iShares Core S&P 500 Index ETF Com | $2.8M | 3.8K | 0.8% | —Held | |
| 25 | Vanguard Info Tech ETF Com | $2.8M | 23.4K | 0.8% | ▲+700% Added · +20K sh | |
| 26 | iShares Tr Russell Microcap Index Com | $2.8M | 13.8K | 0.8% | —Held | |
| 27 | iShares Russell Midcap Index Com | $2.7M | 24.7K | 0.7% | ▲+0.1% Added · +36 sh | |
| 28 | iShares Russell 2000 Index Fd Com | $2.6M | 8.6K | 0.7% | ▼−1.3% Reduced · −114 sh | |
| 29 | AbbVie Inc Com Com | $2.5M | 9.9K | 0.7% | ▼−3.4% Reduced · −351 sh | |
| 30 | Alphabet Inc Cap Stock Cl C (Google) Com | $2.3M | 6.6K | 0.6% | ▼−0.7% Reduced · −45 sh | |
| 31 | 1st Source Corp Com Com | $2.3M | 28.2K | 0.6% | ▲+7.8% Added · +2K sh | |
| 32 | Visa Inc Class A Shares Com | $2.3M | 6.7K | 0.6% | ▼−2.8% Reduced · −195 sh | |
| 33 | Invesco QQQ Trust Com | $2.3M | 3.1K | 0.6% | —Held | |
| 34 | Vanguard S&P 500 ETF Com | $2.3M | 3.3K | 0.6% | ▲+0.3% Added · +10 sh | |
| 35 | Lowes Companies Inc Com Com | $2.2M | 9.9K | 0.6% | ▼−13% Reduced · −2K sh | |
| 36 | iShares Russell 1000 Value Index Com | $2.1M | 8.7K | 0.6% | ▲+1.7% Added · +145 sh | |
| 37 | Eaton Corp PLC Com | $2.0M | 4.7K | 0.5% | ▼−3.9% Reduced · −190 sh | |
| 38 | Old National Bancorp Com Com | $1.9M | 72.3K | 0.5% | —Held | |
| 39 | BlackRock Inc Com Com | $1.8M | 1.9K | 0.5% | ▼−1.3% Reduced · −25 sh | |
| 40 | iShares MSCI EAFE Index Fund Com | $1.8M | 17.1K | 0.5% | ▼−2.6% Reduced · −452 sh | |
| 41 | iShares Emerging Markets ex-China ETF Com | $1.7M | 16.8K | 0.5% | —Held | |
| 42 | KLA Corp Com | $1.7M | 5.5K | 0.5% | ▲New New position | |
| 43 | Procter & Gamble Co Com Com | $1.6M | 10.7K | 0.4% | ▼−5.7% Reduced · −647 sh | |
| 44 | AllianceBernstein Ntl. Muni Inc. Com | $1.6M | 137.0K | 0.4% | —Held | |
| 45 | Berkshire Hathaway Inc Cl B Com | $1.5M | 3.1K | 0.4% | ▼−0.9% Reduced · −27 sh | |
| 46 | iShares Tr Russell 3000 ETF Com | $1.5M | 3.5K | 0.4% | —Held | |
| 47 | Vanguard Russell 1000 Index ETF Com | $1.4M | 4.1K | 0.4% | —Held | |
| 48 | Vanguard Growth ETF Com | $1.3M | 15.3K | 0.4% | ▲+500% Added · +13K sh | |
| 49 | Invesco Muni Invmt. Grade Trust Com | $1.3M | 122.0K | 0.4% | —Held | |
| 50 | General Dynamics Corp Com Com | $1.2M | 3.4K | 0.3% | —Held |
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
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Use Arkolith to show Indiana Trust & Investment Management Co's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 22, 2026 | 22d | 480 | $365.9M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 28, 2026 | 28d | 494 | $323.8M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 21, 2026 | 21d | 487 | $339.1M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 17, 2025 | 17d | 468 | $328.7M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 23, 2025 | 23d | 489 | $302.3M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 21, 2025 | 51d | 478 | $276.2M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 29, 2025 | 29d | 490 | $293.8M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 16, 2024 | 16d | 494 | $293.2M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.