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ITIM

Indiana Trust & Investment Management Portfolio holdings

AUM $366M
1-Year Est. Return 33.66%
This Fund
S&P 500
This Quarter Est. Return
+12.3%
1 Year Est. Return
+33.66%
3 Year Est. Return
+104.01%
5 Year Est. Return
+133.36%
10 Year Est. Return
+281.36%
AUM
$302M
AUM Growth
+$26.2M
Cap. Flow
-$697K
Cap. Flow %
-0.23%
Top 10 Hldgs %
42.64%
Holding
497
New
27
Increased
68
Reduced
71
Closed
16

Top Buys

Rank Stock Value
1
MCHP icon
Microchip Technology
MCHP
+$492K
2
LLY icon
Eli Lilly
LLY
+$421K
3
WMT icon
Walmart Inc
WMT
+$337K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$316K
5
AMZN icon
Amazon
AMZN
+$194K

Top Sells

Rank Stock Value
1
PANW icon
Palo Alto Networks
PANW
+$623K
2
NVDA icon
NVIDIA
NVDA
+$323K
3
AAPL icon
Apple
AAPL
+$261K
4
MGK icon
Vanguard Morningstar Mega Cap Growth ETF
MGK
+$210K
5
VONE icon
Vanguard Russell 1000 ETF
VONE
+$204K

Sector Composition

Rank Sector Weight
1 Technology 21.43%
2 Financials 9.3%
3 Consumer Discretionary 8.22%
4 Healthcare 6.9%
5 Communication Services 6.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AMD icon
226
Advanced Micro Devices
AMD
$788B
$105K 0.03%
743
+132
+22% +$14.4K
MCHI icon
227
iShares MSCI China ETF
MCHI
$6.21B
$105K 0.03%
1,900
– –
RMD icon
228
ResMed
RMD
$32.8B
$103K 0.03%
400
– –
TXN icon
229
Texas Instruments
TXN
$253B
$103K 0.03%
497
-92
-16% -$16.3K
HPE icon
230
Hewlett Packard
HPE
$77.8B
$102K 0.03%
5,000
– –
CMCSA icon
231
Comcast
CMCSA
$90.4B
$101K 0.03%
2,825
-600
-18% -$20.8K
SCHF icon
232
Schwab International Equity ETF
SCHF
$69.1B
$98.1K 0.03%
4,441
– –
ENB icon
233
Enbridge
ENB
$112B
$97.1K 0.03%
2,142
– –
PRFZ icon
234
Invesco FTSE RAFI US 1500 Small-Mid ETF
PRFZ
$2.9B
$96.8K 0.03%
2,380
– –
IBIT icon
235
iShares Bitcoin Trust
IBIT
$47.2B
$96.7K 0.03%
1,580
– –
ADM icon
236
Archer Daniels Midland
ADM
$38.4B
$95.2K 0.03%
1,804
– –
KMI icon
237
Kinder Morgan
KMI
$70.7B
$94.1K 0.03%
3,200
– –
FITB
238
Fifth Third Bancorp
FITB
$52.6B
$93.6K 0.03%
2,276
– –
ARKB icon
239
ARK 21Shares Bitcoin ETF
ARKB
$2.42B
$93.4K 0.03%
2,610
– –
MDY icon
240
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$27.2B
$92.9K 0.03%
164
– –
FCX icon
241
Freeport-McMoran
FCX
$96.9B
$92.3K 0.03%
2,130
-5,085
-70% -$193K
CB icon
242
Chubb
CB
$132B
$90.7K 0.03%
313
– –
SNY icon
243
Sanofi
SNY
$105B
$89.3K 0.03%
1,848
– –
XLF icon
244
State Street Financial Select Sector SPDR ETF
XLF
$59.1B
$86.4K 0.03%
1,649
– –
XLI icon
245
State Street Industrial Select Sector SPDR ETF
XLI
$34.7B
$84.8K 0.03%
575
– –
VOT icon
246
Vanguard Morningstar Mid-Cap Growth ETF
VOT
$20B
$83.3K 0.03%
293
– –
WMB icon
247
Williams Companies
WMB
$90.1B
$83K 0.03%
1,322
– –
EFG icon
248
iShares MSCI EAFE Growth ETF
EFG
$17.4B
$79.6K 0.03%
711
– –
SCZ icon
249
iShares MSCI EAFE Small-Cap ETF
SCZ
$13.6B
$79.1K 0.03%
1,089
-260
-19% -$17.6K
TT icon
250
Trane Technologies
TT
$105B
$78.3K 0.03%
179
– –
8 9
10
11 12

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V
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DCP
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WCM
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MI
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ACM
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ACA
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Indiana Trust & Investment Management's Q2 2025 Portfolio in Review

As of Q2 2025, Indiana Trust & Investment Management held 497 positions worth $302M, up 9.5% from $276M the previous quarter. Its ten largest holdings account for 43% of the portfolio.

Indiana Trust & Investment Management's Q2 2025 filing shows 27 new, 68 increased, 71 reduced and 16 closed positions. Its largest new stake was iShares Core MSCI Total International Stock ETF: 475 shares worth $36.7K. The largest sale was Palo Alto Networks, an estimated $623K.

By sector, the portfolio is most concentrated in Technology at 21% of assets, up from 19% a quarter earlier, followed by Financials and Consumer Discretionary.

  • Indiana Trust & Investment Management's largest Q2 2025 buy was iShares Core MSCI Total International Stock ETF: 475 shares worth $36.7K.
  • Indiana Trust & Investment Management added most to Microchip Technology in Q2 2025, an estimated $492K increase.
  • Indiana Trust & Investment Management's biggest Q2 2025 reduction was Palo Alto Networks, cutting an estimated $623K.
  • Indiana Trust & Investment Management fully exited Vanguard Morningstar Mega Cap Growth ETF in Q2 2025, selling an estimated $210K.
  • Indiana Trust & Investment Management's ten largest holdings make up 43% of its $302M portfolio in Q2 2025.
  • Indiana Trust & Investment Management opened 27 new positions and closed 16 in Q2 2025.
  • Indiana Trust & Investment Management's portfolio value rose 9.5% quarter-over-quarter to $302M.

Based on Indiana Trust & Investment Management's 13F filing for Q2 2025, filed 23 Jul 2025.