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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
PANW icon
76
Palo Alto Networks
PANW
$315B
$817K 0.27%
3,991
-3,355
-46% -$623K
OEF icon
77
iShares S&P 100 ETF
OEF
$20.4B
$782K 0.26%
2,569
– –
EWZ icon
78
iShares MSCI Brazil ETF
EWZ
$8.57B
$765K 0.25%
26,500
– –
AVGO icon
79
Broadcom
AVGO
$1.98T
$744K 0.25%
2,700
-640
-19% -$139K
BRK.A icon
80
Berkshire Hathaway Class A
BRK.A
$1.09T
$729K 0.24%
1
– –
MCHP icon
81
Microchip Technology
MCHP
$43.1B
$701K 0.23%
9,959
+8,960
+897% +$492K
MMU
82
Western Asset Managed Municipals Fund
MMU
$551M
$672K 0.22%
67,913
+354
+0.5% +$3.51K
ICE icon
83
Intercontinental Exchange
ICE
$85B
$655K 0.22%
3,571
– –
VTV icon
84
Vanguard Morningstar Value ETF
VTV
$193B
$636K 0.21%
3,601
+55
+2% +$9.29K
NKE icon
85
Nike
NKE
$60.1B
$623K 0.21%
8,774
-200
-2% -$12K
GLDM icon
86
SPDR Gold MiniShares Trust
GLDM
$30.2B
$622K 0.21%
9,500
– –
IJH icon
87
iShares Core S&P Mid-Cap ETF
IJH
$128B
$621K 0.21%
10,018
-42
-0.4% -$2.46K
VT icon
88
Vanguard Total World Stock ETF
VT
$81.4B
$607K 0.2%
4,721
– –
HBNC icon
89
Horizon Bancorp
HBNC
$1.05B
$595K 0.2%
38,700
– –
GWW icon
90
W.W. Grainger
GWW
$61.5B
$583K 0.19%
560
– –
DE icon
91
Deere & Co
DE
$167B
$581K 0.19%
1,143
+21
+2% +$10.3K
AMGN icon
92
Amgen
AMGN
$225B
$577K 0.19%
2,065
+105
+5% +$29.7K
SYY icon
93
Sysco
SYY
$40.5B
$566K 0.19%
7,468
– –
DIS icon
94
Walt Disney
DIS
$178B
$562K 0.19%
4,530
+20
+0.4% +$2.08K
BMY icon
95
Bristol-Myers Squibb
BMY
$130B
$559K 0.19%
12,085
+476
+4% +$23.4K
CSX icon
96
CSX Corp
CSX
$92.8B
$530K 0.18%
16,254
-150
-0.9% -$4.51K
AEP icon
97
American Electric Power
AEP
$67.9B
$524K 0.17%
5,051
– –
VWO icon
98
Vanguard FTSE Emerging Markets ETF
VWO
$126B
$505K 0.17%
10,204
-81
-0.8% -$3.76K
COP icon
99
ConocoPhillips
COP
$153B
$501K 0.17%
5,578
– –
GVI icon
100
iShares Intermediate Government/Credit Bond ETF
GVI
$3.79B
$497K 0.16%
4,652
– –
2 3
4
5 6

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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.