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CIK: 0001356407
Total reported value
$365.9M
$365.9M
481 檔
23.9%
In Q2 2025, Indiana Trust & Investment Management Co's U.S. equity holdings reached a combined market value of $365.9M, distributed across 481 disclosed stock positions.
During Q2 2025, Indiana Trust & Investment Management Co performed routine portfolio adjustments (0 new buys, 22 additions, 18 trims, and 1 full exits), keeping overall allocation balanced.
Showing top 200 holdings (of 481 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 9.86% | +0.17% | -1.34% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 8.73% | +0.14% | +0.00% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 3.98% | -0.07% | -2.16% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.21% | +0.08% | +2.27% | |
| 5 | LLY | Eli Lilly & Co | Stock-Healthcare | 3.15% | +0.75% | +4.65% | |
| 6 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.94% | +0.01% | +1.00% | |
| 7 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.92% | +0.52% | +4.02% | |
| 8 | IWB | Ishares Russell 1000 ETF | ETF-Other | 2.87% | +0.04% | — | |
| 9 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 2.49% | -0.45% | +0.44% | |
| 10 | IWF | Ishares Russell 1000 Growth | ETF-Other | 2.48% | +0.06% | -0.28% | |
| 11 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.37% | -0.48% | +1.04% | |
| 12 | ORCL | Oracle CORP | Stock-Tech | 2.06% | -0.26% | -2.92% | |
| 13 | MSFT | Microsoft CORP | Stock-Tech | 1.70% | -0.24% | +0.96% | |
| 14 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.42% | +0.03% | — | |
| 15 | BALL | Ball CORP | Stock-Consumer Disc | 1.41% | -0.09% | -0.13% | |
| 16 | FISV | Fiserv Inc | Stock-Other | 1.29% | -0.08% | -0.64% | |
| 17 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 1.13% | -0.13% | +0.03% | |
| 18 | CAT | Caterpillar Inc | Stock-Industrials | 0.97% | +0.77% | +1.27% | |
| 19 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.84% | -0.24% | +1.29% | |
| 20 | V | Visa Inc-class A Shares | Stock-Financials | 0.83% | -0.01% | — | |
| 21 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.77% | — | — | |
| 22 | WMT | Walmart Inc | Stock-Consumer Staples | 0.76% | -0.11% | +17.72% | |
| 23 | SRCE | 1st Source CORP | Stock-Other | 0.75% | +0.07% | -2.37% | |
| 24 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.72% | +0.01% | +1.85% | |
| 25 | ABBV | Abbvie Inc | Stock-Healthcare | 0.71% | -0.01% | +1.77% | |
| 26 | BLK | Blackrock Inc | Stock-Financials | 0.66% | -0.07% | -1.56% | |
| 27 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.65% | -0.08% | -2.10% | |
| 28 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.64% | +0.14% | — | |
| 29 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.64% | +0.04% | -2.96% | |
| 30 | NAD | Nuveen Quality Municipal Inc | Stock-Other | 0.64% | — | — | |
| 31 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.63% | +0.01% | -0.27% | |
| 32 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.61% | -0.08% | +1.98% | |
| 33 | IWC | Ishares Micro-cap ETF | ETF-Other | 0.58% | +0.08% | -6.11% | |
| 34 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.57% | +0.07% | +2.00% | |
| 35 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.55% | +0.02% | -1.20% | |
| 36 | VGM | Invesco Trust For Investmen | Stock-Other | 0.54% | -0.02% | +0.67% | |
| 37 | ETN | Eaton Corporation plc | Stock-Industrials | 0.54% | +0.01% | — | |
| 38 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.54% | -0.04% | -0.10% | |
| 39 | SYK | Stryker CORP | Stock-Healthcare | 0.52% | -0.10% | +1.14% | |
| 40 | AFB | Allianceberstein Ntl Muni | Stock-Other | 0.52% | -0.02% | — | |
| 41 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.51% | -0.04% | +0.79% | |
| 42 | ONB | Old National Bancorp | Stock-Financials | 0.51% | +0.02% | — | |
| 43 | XNEAX | Nuveen Amt-fr Qlty Muni Inc | Stock-Other | 0.50% | -0.01% | — | |
| 44 | XOM | Exxon Mobil CORP | Stock-Energy | 0.48% | -0.45% | -12.18% | |
| 45 | EIM | Eaton Vance Municipal Bond | Stock-Other | 0.47% | -0.04% | — | |
| 46 | HON | Honeywell International Inc | Stock-Industrials | 0.44% | -0.39% | EXIT | |
| 47 | MA | Mastercard Inc - A | Stock-Financials | 0.43% | -0.10% | +2.82% | |
| 48 | VONE | Vanguard Russell 1000 | ETF-Other | 0.42% | +0.01% | -14.64% | |
| 49 | IWV | Ishares Russell 3000 ETF | ETF-Other | 0.41% | — | — | |
| 50 | AFL | Aflac Inc | Stock-Financials | 0.41% | -0.04% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +2.4% | -1.34% | Trim |
| 2 | ORCL | Oracle CORP | +0.6% | -2.92% | Trim |
| 3 | META | Meta Platforms Inc-class A | +0.4% | +1.04% | Add |
| 4 | MSFT | Microsoft CORP | +0.3% | +0.96% | Add |
| 5 | JPM | Jpmorgan Chase & Co | +0.2% | +1.00% | Add |
| 6 | AMZN | Amazon.com Inc | +0.2% | +2.27% | Add |
| 7 | GOOGL | Alphabet Inc-cl A | +0.2% | +4.02% | Add |
| 8 | MCHP | Microchip Technology Inc | +0.2% | +896.90% | Add |
| 9 | IWF | Ishares Russell 1000 Growth | +0.2% | -0.28% | Trim |
| 10 | WMT | Walmart Inc | +0.1% | +17.72% | Add |
| 11 | ETN | Eaton Corporation plc | +0.1% | — | Unchanged |
| 12 | TSLA | Tesla Inc | +0.1% | +17.23% | Add |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +0.00% | Add |
| 14 | CAT | Caterpillar Inc | +0.1% | +1.27% | Add |
| 15 | PLTR | Palantir Technologies Inc-a | +0.1% | +71.01% | Add |
| 16 | VGT | Vanguard Info Tech ETF | +0.1% | — | Unchanged |
| 17 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +2.00% | Add |
| 18 | AVGO | Broadcom Inc | +0.1% | -19.16% | Trim |
| 19 | IWB | Ishares Russell 1000 ETF | 0% | — | Unchanged |
| 20 | IBM | Intl Business Machines CORP | 0% | +4.84% | Add |
| 21 | JNJ | Johnson & Johnson | 0% | +47.51% | Add |
| 22 | VUG | Vanguard Growth ETF | 0% | +0.31% | Add |
| 23 | EWZS | Ishares Msci Brazil Small-ca | 0% | — | Unchanged |
| 24 | IVV | Ishares Core S&p 500 ETF | 0% | +1.85% | Add |
| 25 | AXP | American Express Co | 0% | — | Unchanged |
| 26 | EMXC | Ishares Msci Emr Mrk Ex Chna | 0% | — | Unchanged |
| 27 | VTI | Vanguard Total Stock Mkt ETF | 0% | — | Unchanged |
| 28 | VOO | Vanguard S&p 500 ETF | 0% | -0.27% | Trim |
| 29 | BLK | Blackrock Inc | — | -1.56% | Trim |
| 30 | EFA | Ishares Msci Eafe ETF | — | -0.10% | Trim |
| 31 | HON | Honeywell International Inc | — | — | Unchanged |
| 32 | IWR | Ishares Russell Mid-cap ETF | 0% | — | Unchanged |
| 33 | IWC | Ishares Micro-cap ETF | 0% | -6.11% | Trim |
| 34 | BALL | Ball CORP | 0% | -0.13% | Trim |
| 35 | UNH | Unitedhealth Group Inc | -0.1% | +5.70% | Add |
| 36 | KTF | Dws Municipal Income Trust | -0.1% | -91.56% | Trim |
| 37 | FCX | Freeport-mcmoran Inc | -0.1% | -70.48% | Trim |
| 38 | MGK | Vanguard Mega Cap Growth ETF | -0.1% | EXIT | Sold out |
| 39 | BMY | Bristol-myers Squibb Co | -0.1% | +4.10% | Add |
| 40 | PEP | Pepsico Inc | -0.1% | -4.27% | Trim |
| 41 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | +0.79% | Add |
| 42 | COST | Costco Wholesale CORP | -0.1% | +0.44% | Add |
| 43 | CVX | Chevron CORP | -0.1% | -5.55% | Trim |
| 44 | JNJ | Johnson & Johnson | -0.1% | -2.10% | Trim |
| 45 | ABBV | Abbvie Inc | -0.2% | +1.77% | Add |
| 46 | PANW | Palo Alto Networks Inc | -0.2% | -45.67% | Trim |
| 47 | XOM | Exxon Mobil CORP | -0.2% | -12.18% | Trim |
| 48 | LLY | Eli Lilly & Co | -0.3% | +4.65% | Add |
| 49 | FISV | Fiserv Inc | -0.5% | -0.64% | Trim |
| 50 | AAPL | Apple Inc | -0.9% | -2.16% | 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 481 disclosed positions in Q2 2025.
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 NVDA, SPY, AAPL) accounted for 23.9% of total reported equity market value during Q2 2025.
Top Position Liquidated / Trimmed
MGK
前期市值: $210.0K
During Q2 2025, Indiana Trust & Investment Management Co's top holdings by market value included NVDA (9.9%)、SPY (8.7%)、AAPL (4.0%). The largest single position, NVDA, represented 9.9% of total portfolio value.
In Q2 2025, Indiana Trust & Investment Management Co made 41 total portfolio adjustments, initiating 0 new buys, adding to 22 positions, trimming 18 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.
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