Institutional Manager · CIK 0001356407
Indiana Trust & Investment Management CO
MISHAWAKA, IN · File #028-11928
Latest AUM
$339.1M
Positions
487
Top-10 Concentration
60.8%
Filings
12
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 2025487 pos · $339.1M
- 13F HOLDINGS REPORTQ/E Sep 2025468 pos · $328.7M
- 13F HOLDINGS REPORTQ/E Jun 2025489 pos · $302.3M
- 13F HOLDINGS REPORTQ/E Mar 2025478 pos · $276.2M
- 13F HOLDINGS REPORTQ/E Dec 2024490 pos · $293.8M
- 13F HOLDINGS REPORTQ/E Sep 2024494 pos · $293.2M
- 13F HOLDINGS REPORTQ/E Jun 2024462 pos · $272.5M
- 13F HOLDINGS REPORTQ/E Mar 2024482 pos · $248.0M
- 13F HOLDINGS REPORTQ/E Dec 2023455 pos · $198.0M
- 13F HOLDINGS REPORTQ/E Sep 2023132 pos · $195.8M
- 13F HOLDINGS REPORTQ/E Jun 2023147 pos · $184.6M
- 13F HOLDINGS REPORTQ/E Mar 2023135 pos · $177,189
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | Nvidia Corp Com | NVDA | 183,241 | $34.2M | 13.41% |
| 2 | SPDR S&P 500 Index | SPY | 41,755 | $28.5M | 11.18% |
| 3 | Apple Computer Inc Com | AAPL | 65,833 | $17.9M | 7.03% |
| 4 | Alphabet Inc Cap Stock Cl A (Google) | GOOG | 51,185 | $16.0M | 6.29% |
| 5 | Lilly Eli & CO Com | LLY | 12,340 | $13.3M | 5.21% |
| 6 | Amazon.Com Inc Com | AMZN | 45,768 | $10.6M | 4.15% |
| 7 | JPMorgan Chase & Co Com | VYLD | 31,765 | $10.2M | 4.02% |
| 8 | iShares Russell 1000 Index | 464287622 | 25,598 | $9.6M | 3.75% |
| 9 | iShares Russell 1000 Growth Index | 464287614 | 17,586 | $8.3M | 3.27% |
| 10 | Costco Whsl Corp New Com | 22160K105 | 7,388 | $6.4M | 2.50% |
| 11 | Meta Platforms Inc (formerly Facebook Inc) | META | 9,409 | $6.2M | 2.44% |
| 12 | Oracle Corp Com | ORCL-PD | 30,298 | $5.9M | 2.32% |
| 13 | Caterpillar Inc Com | CAT | 9,519 | $5.5M | 2.14% |
| 14 | Microsoft Corp Com | MSFT | 10,271 | $5.0M | 1.95% |
| 15 | Vanguard Total Stock Market ETF | 922908769 | 13,494 | $4.5M | 1.78% |
| 16 | TJ Maxx Co Inc Com | 872540109 | 27,560 | $4.2M | 1.66% |
| 17 | Ball Corp Com | BALL | 76,265 | $4.0M | 1.59% |
| 18 | Berkshire Hathaway Inc Del Cl A | BRK-A | 4 | $3.0M | 1.19% |
| 19 | Lowes Companies Inc Com | 548661107 | 11,326 | $2.7M | 1.07% |
| 20 | Wal Mart Stores Inc Com | WMT | 24,281 | $2.7M | 1.06% |