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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
ADI icon
126
Analog Devices
ADI
$187B
$371K 0.12%
1,560
– –
BAC icon
127
Bank of America
BAC
$453B
$371K 0.12%
7,836
– –
IJK icon
128
iShares S&P Mid-Cap 400 Growth ETF
IJK
$11.2B
$370K 0.12%
4,067
-72
-2% -$6.17K
VV icon
129
Vanguard Morningstar Large-Cap ETF
VV
$54.5B
$365K 0.12%
1,278
– –
NSC icon
130
Norfolk Southern
NSC
$75.3B
$361K 0.12%
1,412
– –
EMR icon
131
Emerson Electric
EMR
$91.4B
$347K 0.11%
2,604
– –
BNDX icon
132
Vanguard Total International Bond ETF
BNDX
$82.9B
$347K 0.11%
7,000
– –
ISRG icon
133
Intuitive Surgical
ISRG
$142B
$340K 0.11%
625
+170
+37% +$88.9K
PRF icon
134
Invesco FTSE RAFI US 1000 ETF
PRF
$10B
$338K 0.11%
7,995
– –
DUK icon
135
Duke Energy
DUK
$96.3B
$337K 0.11%
2,853
+291
+11% +$34.3K
RTX icon
136
RTX Corp
RTX
$300B
$328K 0.11%
2,248
– –
WSM icon
137
Williams-Sonoma
WSM
$28.9B
$327K 0.11%
2,000
– –
SBUX icon
138
Starbucks
SBUX
$124B
$321K 0.11%
3,501
+150
+4% +$13K
GE icon
139
GE Aerospace
GE
$379B
$311K 0.1%
1,209
-9
-0.7% -$1.98K
IUSG icon
140
iShares Core S&P US Growth ETF
IUSG
$33.7B
$306K 0.1%
2,033
– –
KO icon
141
Coca-Cola
KO
$373B
$301K 0.1%
4,248
+102
+2% +$7.27K
JCI icon
142
Johnson Controls International
JCI
$92.6B
$297K 0.1%
2,810
+905
+48% +$83.3K
LIN icon
143
Linde
LIN
$221B
$289K 0.1%
615
-185
-23% -$84.4K
CMG icon
144
Chipotle Mexican Grill
CMG
$41.3B
$287K 0.09%
5,110
-2,175
-30% -$111K
VB icon
145
Vanguard Morningstar Small-Cap ETF
VB
$83B
$277K 0.09%
1,170
– –
T icon
146
AT&T
T
$166B
$271K 0.09%
9,353
+152
+2% +$4.19K
LMT icon
147
Lockheed Martin
LMT
$140B
$270K 0.09%
582
+103
+22% +$48.2K
GS icon
148
Goldman Sachs
GS
$302B
$262K 0.09%
370
– –
JSTC icon
149
Adasina Social Justice All Cap Global ETF
JSTC
$306M
$257K 0.09%
13,000
– –
VTWG icon
150
Vanguard Russell 2000 Growth ETF
VTWG
$1.56B
$252K 0.08%
1,208
– –
4 5
6
7 8

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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
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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.