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CIK: 0001356407
Total reported value
$365.9M
$365.9M
471 檔
17.9%
The Q1 2024 SEC filing reveals that Indiana Trust & Investment Management Co held a total portfolio value of $365.9M, covering 471 public equity positions.
During Q1 2024, Indiana Trust & Investment Management Co's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 471 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 9.44% | +0.14% | +0.71% | |
| 2 | LLY | Eli Lilly & Co | Stock-Healthcare | 5.14% | +0.75% | +5.68% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 4.65% | -0.07% | -1.55% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 4.23% | +0.17% | +2.63% | |
| 5 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.98% | +0.52% | +0.54% | |
| 6 | IWB | Ishares Russell 1000 ETF | ETF-Other | 2.97% | +0.04% | — | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.47% | +0.08% | +10.82% | |
| 8 | IWF | Ishares Russell 1000 Growth | ETF-Other | 2.33% | +0.06% | — | |
| 9 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.14% | +0.01% | -0.81% | |
| 10 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 2.14% | -0.45% | +8.76% | |
| 11 | BALL | Ball CORP | Stock-Consumer Disc | 2.09% | -0.09% | — | |
| 12 | MSFT | Microsoft CORP | Stock-Tech | 1.99% | -0.24% | +25.88% | |
| 13 | FISV | Fiserv Inc | Stock-Other | 1.60% | -0.08% | +2.26% | |
| 14 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.58% | -0.48% | +27.42% | |
| 15 | ORCL | Oracle CORP | Stock-Tech | 1.30% | -0.26% | -1.00% | |
| 16 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 1.22% | -0.24% | +10.65% | |
| 17 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 1.10% | -0.13% | +0.90% | |
| 18 | SRCE | 1st Source CORP | Stock-Other | 1.06% | +0.07% | +12.21% | |
| 19 | NAD | Nuveen Quality Municipal Inc | Stock-Other | 1.04% | — | -4.26% | |
| 20 | BLKCHF | Blackrock Inc | Stock-Other | 0.97% | — | +5.46% | |
| 21 | XNEAX | Nuveen Amt-fr Qlty Muni Inc | Stock-Other | 0.95% | -0.01% | — | |
| 22 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.92% | — | — | |
| 23 | V | Visa Inc-class A Shares | Stock-Financials | 0.91% | -0.01% | -6.40% | |
| 24 | ABBV | Abbvie Inc | Stock-Healthcare | 0.85% | -0.01% | +1.21% | |
| 25 | MQY | Blackrock Muniyield Quality | Stock-Other | 0.82% | -0.02% | -5.70% | |
| 26 | CAT | Caterpillar Inc | Stock-Industrials | 0.80% | +0.77% | -1.55% | |
| 27 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.78% | -0.08% | -4.31% | |
| 28 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.73% | -0.08% | -2.48% | |
| 29 | IWC | Ishares Micro-cap ETF | ETF-Other | 0.72% | +0.08% | — | |
| 30 | XOM | Exxon Mobil CORP | Stock-Energy | 0.71% | -0.45% | -8.60% | |
| 31 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.69% | +0.01% | +2.31% | |
| 32 | VGM | Invesco Trust For Investmen | Stock-Other | 0.68% | -0.02% | — | |
| 33 | AFB | Allianceberstein Ntl Muni | Stock-Other | 0.67% | -0.02% | — | |
| 34 | EIM | Eaton Vance Municipal Bond | Stock-Other | 0.64% | -0.04% | — | |
| 35 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.63% | -0.04% | -3.29% | |
| 36 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.63% | +0.04% | — | |
| 37 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.62% | +0.14% | — | |
| 38 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.62% | +0.01% | -1.96% | |
| 39 | SYK | Stryker CORP | Stock-Healthcare | 0.61% | -0.10% | +26.67% | |
| 40 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.61% | -0.07% | +2.48% | |
| 41 | GD | General Dynamics CORP | Stock-Industrials | 0.58% | -0.03% | -1.07% | |
| 42 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.57% | -0.08% | -3.39% | |
| 43 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.55% | +0.02% | — | |
| 44 | VONE | Vanguard Russell 1000 | ETF-Other | 0.51% | +0.01% | — | |
| 45 | ONB | Old National Bancorp | Stock-Financials | 0.51% | +0.02% | — | |
| 46 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.50% | -0.04% | -0.60% | |
| 47 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 0.47% | -0.01% | — | |
| 48 | HON | Honeywell International Inc | Stock-Industrials | 0.47% | -0.39% | EXIT | |
| 49 | CVX | Chevron CORP | Stock-Energy | 0.46% | -0.13% | -4.70% | |
| 50 | BLK | BlackRock, Inc. | Stock-Financials | 0.46% | — | — |
According to official SEC Form 13F filings, Indiana Trust & Investment Management Co reported a total U.S. public equity portfolio value of $365.9M across 471 disclosed positions in Q1 2024.
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Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SPY, LLY, AAPL) accounted for 17.9% of total reported equity market value during Q1 2024.
During Q1 2024, Indiana Trust & Investment Management Co's top holdings by market value included SPY (9.4%)、LLY (5.1%)、AAPL (4.7%). The largest single position, SPY, represented 9.4% of total portfolio value.
In Q1 2024, Indiana Trust & Investment Management Co made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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