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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
+9.74%
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
$329M
AUM Growth
+$26.3M
Cap. Flow
+$766K
Cap. Flow %
0.23%
Top 10 Hldgs %
44.49%
Holding
494
New
13
Increased
46
Reduced
66
Closed
34

Top Buys

Rank Stock Value
1
ORCL icon
Oracle
ORCL
+$760K
2
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$499K
3
AAPL icon
Apple
AAPL
+$435K
4
CAT icon
Caterpillar
CAT
+$378K
5
AVGO icon
Broadcom
AVGO
+$359K

Top Sells

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$525K
2
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$410K
3
TSLA icon
Tesla
TSLA
+$316K
4
MCHP icon
Microchip Technology
MCHP
+$314K
5
CMG icon
Chipotle Mexican Grill
CMG
+$207K

Sector Composition

Rank Sector Weight
1 Technology 22.87%
2 Financials 9.07%
3 Consumer Discretionary 7.81%
4 Communication Services 6.94%
5 Healthcare 6.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
APH icon
301
Amphenol
APH
$210B
$43.3K 0.01%
350
– –
DD icon
302
DuPont de Nemours
DD
$19.5B
$42.8K 0.01%
438
– –
CCJ icon
303
Cameco
CCJ
$43.1B
$41.9K 0.01%
500
– –
ERTH icon
304
Invesco MSCI Sustainable Future ETF
ERTH
$138M
$41.5K 0.01%
870
– –
EWC icon
305
iShares MSCI Canada ETF
EWC
$6.51B
$40.4K 0.01%
800
– –
IXUS icon
306
iShares Core MSCI Total International Stock ETF
IXUS
$60.7B
$39.2K 0.01%
475
– –
MTZ icon
307
MasTec
MTZ
$22.6B
$37.2K 0.01%
175
– –
SPSB icon
308
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$10.8B
$36.7K 0.01%
1,210
– –
COKE icon
309
Coca-Cola Consolidated
COKE
$12.6B
$35.1K 0.01%
300
– –
C icon
310
Citigroup
C
$231B
$34.5K 0.01%
340
– –
XLP icon
311
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.7B
$34.4K 0.01%
439
– –
SMR icon
312
NuScale Power
SMR
$3.94B
$34.2K 0.01%
+950
New +$37.9K
FRME icon
313
First Merchants
FRME
$2.72B
$34K 0.01%
902
– –
DRLL icon
314
Strive US Energy ETF
DRLL
$302M
$32.8K 0.01%
1,140
– –
HAL icon
315
Halliburton
HAL
$27.7B
$32K 0.01%
1,300
– –
P
316
Everpure Inc
P
$37B
$31.4K 0.01%
375
– –
HSY icon
317
Hershey
HSY
$37B
$30.9K 0.01%
165
– –
ALC icon
318
Alcon
ALC
$35.6B
$30.8K 0.01%
414
– –
IEF icon
319
iShares 7-10 Year Treasury Bond ETF
IEF
$47.2B
$30.7K 0.01%
318
– –
MRSH
320
Marsh
MRSH
$90.1B
$30.4K 0.01%
151
– –
KIDS icon
321
OrthoPediatrics
KIDS
$649M
$29.9K 0.01%
1,616
– –
IGM icon
322
iShares Expanded Tech Sector ETF
IGM
$10.8B
$29.9K 0.01%
237
– –
GSK icon
323
GSK
GSK
$101B
$29.1K 0.01%
675
-250
-27% -$9.77K
SLDP icon
324
Solid Power
SLDP
$536M
$29K 0.01%
8,350
– –
EZU icon
325
iShare MSCI Eurozone ETF
EZU
$9.93B
$28.4K 0.01%
458
– –
11 12
13
14 15

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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 Q3 2025 Portfolio in Review

As of Q3 2025, Indiana Trust & Investment Management held 494 positions worth $329M, up 8.7% from $302M the previous quarter. Its ten largest holdings account for 44% of the portfolio.

Indiana Trust & Investment Management's Q3 2025 filing shows 13 new, 46 increased, 66 reduced and 34 closed positions. Its largest new stake was Circle Internet Group: 1,290 shares worth $171K. The largest sale was NVIDIA, an estimated $525K.

By sector, the portfolio is most concentrated in Technology at 23% of assets, up from 21% a quarter earlier, followed by Financials and Consumer Discretionary.

  • Indiana Trust & Investment Management's largest Q3 2025 buy was Circle Internet Group: 1,290 shares worth $171K.
  • Indiana Trust & Investment Management added most to Oracle in Q3 2025, an estimated $760K increase.
  • Indiana Trust & Investment Management's biggest Q3 2025 reduction was NVIDIA, cutting an estimated $525K.
  • Indiana Trust & Investment Management fully exited Walgreens Boots Alliance in Q3 2025, selling an estimated $32.7K.
  • Indiana Trust & Investment Management's ten largest holdings make up 44% of its $329M portfolio in Q3 2025.
  • Indiana Trust & Investment Management opened 13 new positions and closed 34 in Q3 2025.
  • Indiana Trust & Investment Management's portfolio value rose 8.7% quarter-over-quarter to $329M.

Based on Indiana Trust & Investment Management's 13F filing for Q3 2025, filed 17 Oct 2025.