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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
SDY icon
101
State Street SPDR S&P Dividend ETF
SDY
$22.1B
$493K 0.16%
3,629
-76
-2% -$10.1K
VO icon
102
Vanguard Morningstar Mid-Cap ETF
VO
$110B
$489K 0.16%
6,988
– –
HD icon
103
Home Depot
HD
$342B
$467K 0.15%
1,273
– –
WFC icon
104
Wells Fargo
WFC
$269B
$463K 0.15%
5,780
– –
PRU icon
105
Prudential Financial
PRU
$42.3B
$461K 0.15%
4,292
-170
-4% -$17.6K
APD icon
106
Air Products & Chemicals
APD
$67.7B
$458K 0.15%
1,622
– –
SLV icon
107
iShares Silver Trust
SLV
$31.8B
$449K 0.15%
13,670
– –
VNQ icon
108
Vanguard Real Estate ETF
VNQ
$38.6B
$444K 0.15%
4,990
-84
-2% -$7.41K
RSP icon
109
Invesco S&P 500 Equal Weight ETF
RSP
$99.5B
$436K 0.14%
2,401
-43
-2% -$7.42K
CSCO icon
110
Cisco
CSCO
$488B
$434K 0.14%
6,253
– –
IAU icon
111
iShares Gold Trust
IAU
$65.4B
$429K 0.14%
6,885
– –
MET icon
112
MetLife
MET
$61.4B
$424K 0.14%
5,274
-53
-1% -$4.09K
ITW icon
113
Illinois Tool Works
ITW
$83.3B
$422K 0.14%
1,706
+125
+8% +$30.2K
MRK icon
114
Merck
MRK
$328B
$420K 0.14%
5,311
+23
+0.4% +$1.83K
GLD icon
115
SPDR Gold Trust
GLD
$144B
$420K 0.14%
1,378
– –
EQR icon
116
Equity Residential
EQR
$24.2B
$414K 0.14%
6,134
– –
BIV icon
117
Vanguard Intermediate-Term Bond ETF
BIV
$28.8B
$410K 0.14%
5,300
– –
PFE icon
118
Pfizer
PFE
$150B
$404K 0.13%
16,661
+391
+2% +$9.12K
PLTR icon
119
Palantir
PLTR
$411B
$394K 0.13%
2,890
+1,200
+71% +$141K
UNP icon
120
Union Pacific
UNP
$174B
$391K 0.13%
1,700
– –
EEM icon
121
iShares MSCI Emerging Markets ETF
EEM
$30.4B
$389K 0.13%
8,056
-25
-0.3% -$1.12K
MDT icon
122
Medtronic
MDT
$116B
$387K 0.13%
4,440
– –
VDE icon
123
Vanguard Energy ETF
VDE
$10.4B
$381K 0.13%
3,200
– –
ITOT icon
124
iShares Core S&P Total US Stock Market ETF
ITOT
$97.8B
$372K 0.12%
2,758
– –
MSTB icon
125
LHA Market State Tactical Beta ETF
MSTB
$200M
$372K 0.12%
10,000
– –
3 4
5
6 7

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VA
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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
AYAL Capital Advisors Toronto, Ontario, Canada $369M AUM 39.67% 1-Year Est. Return

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.