13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001356407
Total reported value
$365.9M
$365.9M
487 檔
23.0%
During the Q3 2024 filing period, Indiana Trust & Investment Management Co (CIK: 0001356407) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $365.9M across 487 reported positions.
In Q3 2024, Indiana Trust & Investment Management Co displayed an active expansion posture, initiating 4 new positions and adding to 27 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 487 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 | 8.85% | +0.14% | +0.36% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 8.26% | +0.17% | +11.52% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 5.10% | -0.07% | -1.78% | |
| 4 | LLY | Eli Lilly & Co | Stock-Healthcare | 3.57% | +0.75% | -30.86% | |
| 5 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.86% | +0.52% | +0.21% | |
| 6 | IWB | Ishares Russell 1000 ETF | ETF-Other | 2.75% | +0.04% | — | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.69% | +0.08% | +15.22% | |
| 8 | IWF | Ishares Russell 1000 Growth | ETF-Other | 2.35% | +0.06% | -4.21% | |
| 9 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 2.34% | -0.45% | +4.26% | |
| 10 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.98% | +0.01% | +2.02% | |
| 11 | MSFT | Microsoft CORP | Stock-Tech | 1.79% | -0.24% | -4.83% | |
| 12 | BALL | Ball CORP | Stock-Consumer Disc | 1.77% | -0.09% | — | |
| 13 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.66% | -0.48% | +2.51% | |
| 14 | ORCL | Oracle CORP | Stock-Tech | 1.47% | -0.26% | +0.96% | |
| 15 | FISV | Fiserv Inc | Stock-Other | 1.44% | -0.08% | -1.58% | |
| 16 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.36% | +0.03% | +596.65% | |
| 17 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 1.10% | -0.13% | +6.36% | |
| 18 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 1.06% | -0.24% | -3.14% | |
| 19 | NAD | Nuveen Quality Municipal Inc | Stock-Other | 0.95% | — | — | |
| 20 | SRCE | 1st Source CORP | Stock-Other | 0.95% | +0.07% | -4.61% | |
| 21 | CAT | Caterpillar Inc | Stock-Industrials | 0.88% | +0.77% | +19.96% | |
| 22 | XNEAX | Nuveen Amt-fr Qlty Muni Inc | Stock-Other | 0.87% | -0.01% | — | |
| 23 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.78% | -0.08% | +9.81% | |
| 24 | V | Visa Inc-class A Shares | Stock-Financials | 0.77% | -0.01% | +0.62% | |
| 25 | ABBV | Abbvie Inc | Stock-Healthcare | 0.77% | -0.01% | -0.39% | |
| 26 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.77% | — | -5.84% | |
| 27 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.73% | -0.08% | +18.74% | |
| 28 | BLKCHF | Blackrock Inc | Stock-Other | 0.70% | — | -9.40% | |
| 29 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.70% | +0.04% | — | |
| 30 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.69% | +0.01% | +0.54% | |
| 31 | XOM | Exxon Mobil CORP | Stock-Energy | 0.64% | -0.45% | -1.14% | |
| 32 | VGM | Invesco Trust For Investmen | Stock-Other | 0.62% | -0.02% | +1.24% | |
| 33 | IWC | Ishares Micro-cap ETF | ETF-Other | 0.62% | +0.08% | — | |
| 34 | AFB | Allianceberstein Ntl Muni | Stock-Other | 0.61% | -0.02% | — | |
| 35 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.61% | +0.01% | -1.68% | |
| 36 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.59% | +0.14% | — | |
| 37 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.58% | +0.02% | +17.97% | |
| 38 | EIM | Eaton Vance Municipal Bond | Stock-Other | 0.54% | -0.04% | — | |
| 39 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.53% | -0.04% | -0.60% | |
| 40 | GD | General Dynamics CORP | Stock-Industrials | 0.53% | -0.03% | -2.58% | |
| 41 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.52% | +0.07% | -9.19% | |
| 42 | ETN | Eaton Corporation plc | Stock-Industrials | 0.51% | +0.01% | +0.33% | |
| 43 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.50% | -0.04% | — | |
| 44 | MQY | Blackrock Muniyield Quality | Stock-Other | 0.49% | -0.02% | -26.92% | |
| 45 | SYK | Stryker CORP | Stock-Healthcare | 0.48% | -0.10% | -6.67% | |
| 46 | VONE | Vanguard Russell 1000 | ETF-Other | 0.48% | +0.01% | — | |
| 47 | AMAT | Applied Materials Inc | Stock-Tech | 0.47% | +0.05% | +46.85% | |
| 48 | ONB | Old National Bancorp | Stock-Financials | 0.46% | +0.02% | — | |
| 49 | AFL | Aflac Inc | Stock-Financials | 0.45% | -0.04% | -2.46% | |
| 50 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.45% | -0.07% | -6.85% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | +1.2% | +596.65% | Add |
| 2 | IWV | Ishares Russell 3000 ETF | +0.4% | NEW | New buy |
| 3 | BRK-A | Berkshire Hathaway Inc-cl A | +0.2% | NEW | New buy |
| 4 | CAT | Caterpillar Inc | +0.2% | +19.96% | Add |
| 5 | DVY | Ishares Select Dividend ETF | +0.2% | +163.33% | Add |
| 6 | ORCL | Oracle CORP | +0.2% | +0.96% | Add |
| 7 | NVDA | Nvidia CORP | +0.2% | +11.52% | Add |
| 8 | BIV | Vanguard Intermediate-term B | +0.1% | NEW | New buy |
| 9 | FISV | Fiserv Inc | +0.1% | -1.58% | Trim |
| 10 | JNJ | Johnson & Johnson | +0.1% | +18.74% | Add |
| 11 | META | Meta Platforms Inc-class A | +0.1% | +2.51% | Add |
| 12 | WMT | Walmart Inc | +0.1% | +26.14% | Add |
| 13 | BNDX | Vanguard Total Intl Bond ETF | +0.1% | NEW | New buy |
| 14 | LIN | Linde plc | +0.1% | +284.00% | Add |
| 15 | ITOT | Ishares Core S&p Total U.s. | +0.1% | +2257.26% | Add |
| 16 | LOW | Lowe's Cos Inc | +0.1% | -3.14% | Trim |
| 17 | BALL | Ball CORP | +0.1% | — | Unchanged |
| 18 | IWD | Ishares Russell 1000 Value E | +0.1% | +17.97% | Add |
| 19 | QCOM | Qualcomm Inc | +0.1% | +63.37% | Add |
| 20 | VO | Vanguard Mid-cap ETF | +0.1% | +133.24% | Add |
| 21 | AMZN | Amazon.com Inc | +0.1% | +15.22% | Add |
| 22 | AMAT | Applied Materials Inc | +0.1% | +46.85% | Add |
| 23 | VNQ | Vanguard Real Estate ETF | +0.1% | +52.68% | Add |
| 24 | VWO | Vanguard Ftse Emerging Marke | +0.1% | +69.72% | Add |
| 25 | TJX | Tjx Companies Inc | +0.1% | +6.36% | Add |
| 26 | HBNC | Horizon Bancorp Inc/in | +0.1% | — | Unchanged |
| 27 | CEG | Constellation Energy | +0.1% | +991.38% | Add |
| 28 | AAPL | Apple Inc | +0.1% | -1.78% | Trim |
| 29 | PG | Procter & Gamble Co/the | +0.1% | +9.81% | Add |
| 30 | ABBV | Abbvie Inc | +0.1% | -0.39% | Trim |
| 31 | AFL | Aflac Inc | +0.1% | -2.46% | Trim |
| 32 | NFLX | Netflix Inc | +0.1% | +259.74% | Add |
| 33 | MA | Mastercard Inc - A | 0% | +10.69% | Add |
| 34 | COST | Costco Wholesale CORP | 0% | +4.26% | Add |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | — | Unchanged |
| 36 | VUG | Vanguard Growth ETF | 0% | +16.36% | Add |
| 37 | BLKCHF | Blackrock Inc | 0% | -9.40% | Trim |
| 38 | IWM | Ishares Russell 2000 ETF | 0% | — | Unchanged |
| 39 | SRCE | 1st Source CORP | 0% | -4.61% | Trim |
| 40 | JPM | Jpmorgan Chase & Co | 0% | +2.02% | Add |
| 41 | NAD | Nuveen Quality Municipal Inc | 0% | — | Unchanged |
| 42 | IWB | Ishares Russell 1000 ETF | -0.1% | — | Unchanged |
| 43 | NZF | Nuveen Municipal Credit Inc | -0.1% | EXIT | Sold out |
| 44 | KIDS | Orthopediatrics CORP | -0.1% | -76.11% | Trim |
| 45 | KTF | Dws Municipal Income Trust | -0.1% | -38.92% | Trim |
| 46 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.2% | +0.36% | Add |
| 47 | MQY | Blackrock Muniyield Quality | -0.2% | -26.92% | Trim |
| 48 | MSFT | Microsoft CORP | -0.3% | -4.83% | Trim |
| 49 | GOOGL | Alphabet Inc-cl A | -0.5% | +0.21% | Add |
| 50 | LLY | Eli Lilly & Co | -2.1% | -30.86% | Trim |
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 487 disclosed positions in Q3 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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, NVDA, AAPL) accounted for 23.0% of total reported equity market value during Q3 2024.
Top New Position Initiated
IWV
市值: $1.2M
Top Position Liquidated / Trimmed
NZF
前期市值: $153.4K
During Q3 2024, Indiana Trust & Investment Management Co's top holdings by market value included SPY (8.8%)、NVDA (8.3%)、AAPL (5.1%). The largest single position, SPY, represented 8.8% of total portfolio value.
In Q3 2024, Indiana Trust & Investment Management Co made 44 total portfolio adjustments, initiating 4 new buys, adding to 27 positions, trimming 12 holdings, and fully liquidating 1 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.