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
486 檔
27.7%
At the close of Q1 2026, Indiana Trust & Investment Management Co disclosed equity holdings valued at approximately $365.9M, spread across 486 reported holdings.
In Q1 2026, Indiana Trust & Investment Management Co adopted a defensive or profit-taking posture, trimming 84 positions and completely liquidating 5 holdings to manage risk exposure.
Showing top 200 holdings (of 486 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 9.82% | +0.17% | -0.53% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 8.31% | +0.14% | -0.93% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 5.01% | -0.07% | -2.84% | |
| 4 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 4.58% | +0.52% | +0.83% | |
| 5 | LLY | Eli Lilly & Co | Stock-Healthcare | 3.62% | +0.75% | +2.83% | |
| 6 | JPM | Jpmorgan Chase & Co | Stock-Financials | 3.01% | +0.01% | +4.16% | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.89% | +0.08% | -1.80% | |
| 8 | IWB | Ishares Russell 1000 ETF | ETF-Other | 2.82% | +0.04% | — | |
| 9 | IWF | Ishares Russell 1000 Growth | ETF-Other | 2.31% | +0.06% | -0.40% | |
| 10 | CAT | Caterpillar Inc | Stock-Industrials | 2.30% | +0.77% | +10.46% | |
| 11 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 2.24% | -0.45% | -1.51% | |
| 12 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.51% | +0.03% | +12.60% | |
| 13 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.40% | -0.48% | -16.00% | |
| 14 | BALL | Ball CORP | Stock-Consumer Disc | 1.39% | -0.09% | — | |
| 15 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 1.35% | -0.13% | -1.23% | |
| 16 | XOM | Exxon Mobil CORP | Stock-Energy | 1.30% | -0.45% | +38.21% | |
| 17 | MSFT | Microsoft CORP | Stock-Tech | 1.12% | -0.24% | -4.36% | |
| 18 | ORCL | Oracle CORP | Stock-Tech | 1.12% | -0.26% | -18.78% | |
| 19 | WMT | Walmart Inc | Stock-Consumer Staples | 1.03% | -0.11% | +10.01% | |
| 20 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.95% | -0.08% | +5.91% | |
| 21 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.89% | -0.07% | — | |
| 22 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.83% | -0.24% | -0.26% | |
| 23 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.76% | +0.01% | +6.70% | |
| 24 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.74% | — | -2.57% | |
| 25 | ABBV | Abbvie Inc | Stock-Healthcare | 0.69% | -0.01% | — | |
| 26 | IWC | Ishares Micro-cap ETF | ETF-Other | 0.68% | +0.08% | — | |
| 27 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.67% | +0.04% | -2.19% | |
| 28 | V | Visa Inc-class A Shares | Stock-Financials | 0.64% | -0.01% | -1.69% | |
| 29 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.63% | +0.14% | — | |
| 30 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.61% | +0.01% | -0.46% | |
| 31 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.58% | +0.05% | -0.83% | |
| 32 | BLK | Blackrock Inc | Stock-Financials | 0.57% | -0.07% | -1.78% | |
| 33 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.56% | +0.02% | — | |
| 34 | SRCE | 1st Source CORP | Stock-Other | 0.56% | +0.07% | -3.55% | |
| 35 | AVGO | Broadcom Inc | Stock-Tech | 0.56% | +0.34% | +10.00% | |
| 36 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.55% | +0.07% | -2.21% | |
| 37 | ETN | Eaton Corporation plc | Stock-Industrials | 0.54% | +0.01% | -10.39% | |
| 38 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.53% | -0.04% | — | |
| 39 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.51% | -0.08% | +0.82% | |
| 40 | ONB | Old National Bancorp | Stock-Financials | 0.49% | +0.02% | — | |
| 41 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.46% | -0.04% | -0.95% | |
| 42 | AFB | Allianceberstein Ntl Muni | Stock-Other | 0.45% | -0.02% | -10.02% | |
| 43 | APH | Amphenol Corp-cl A | Stock-Tech | 0.45% | -0.43% | -12.21% | |
| 44 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 0.41% | +0.06% | — | |
| 45 | IWV | Ishares Russell 3000 ETF | ETF-Other | 0.41% | — | — | |
| 46 | ADI | Analog Devices Inc | Stock-Tech | 0.39% | -0.09% | +157.69% | |
| 47 | HON | Honeywell International Inc | Stock-Industrials | 0.39% | -0.39% | EXIT | |
| 48 | NEE | Nextera Energy Inc | Stock-Utilities | 0.38% | -0.06% | -8.40% | |
| 49 | SYK | Stryker CORP | Stock-Healthcare | 0.38% | -0.10% | -5.95% | |
| 50 | CVX | Chevron CORP | Stock-Energy | 0.38% | -0.13% | -4.47% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | CAT | Caterpillar Inc | +0.7% | +10.46% | Add |
| 2 | XOM | Exxon Mobil CORP | +0.7% | +38.21% | Add |
| 3 | COST | Costco Wholesale CORP | +0.4% | -1.51% | Trim |
| 4 | ADI | Analog Devices Inc | +0.3% | +157.69% | Add |
| 5 | JNJ | Johnson & Johnson | +0.2% | +5.91% | Add |
| 6 | WMT | Walmart Inc | +0.2% | +10.01% | Add |
| 7 | BALL | Ball CORP | +0.2% | — | Unchanged |
| 8 | VTI | Vanguard Total Stock Mkt ETF | +0.2% | +12.60% | Add |
| 9 | CVX | Chevron CORP | +0.1% | -4.47% | Trim |
| 10 | TJX | Tjx Companies Inc | +0.1% | -1.23% | Trim |
| 11 | COP | Conocophillips | +0.1% | -3.59% | Trim |
| 12 | HON | Honeywell International Inc | +0.1% | -0.59% | Trim |
| 13 | MUB | Ishares National Muni Bond E | +0.1% | +383.91% | Add |
| 14 | EWZ | Ishares Msci Brazil ETF | +0.1% | — | Unchanged |
| 15 | ILF | Ishares Latin America 40 ETF | +0.1% | — | Unchanged |
| 16 | SRCE | 1st Source CORP | +0.1% | -3.55% | Trim |
| 17 | VDE | Vanguard Energy ETF | +0.1% | — | Unchanged |
| 18 | EWZS | Ishares Msci Brazil Small-ca | +0.1% | — | Unchanged |
| 19 | GLD | Spdr Gold Shares | +0.1% | +2.11% | Add |
| 20 | EMXC | Ishares Msci Emr Mrk Ex Chna | +0.1% | — | Unchanged |
| 21 | IVV | Ishares Core S&p 500 ETF | +0.1% | +6.70% | Add |
| 22 | SO | Southern Co/the | 0% | +34.79% | Add |
| 23 | PSX | Phillips 66 | 0% | -2.31% | Trim |
| 24 | DE | Deere & Co | 0% | -0.51% | Trim |
| 25 | IAU | Ishares Gold Trust | 0% | +6.13% | Add |
| 26 | MRK | Merck & Co. Inc. | 0% | +0.75% | Add |
| 27 | NEE | Nextera Energy Inc | 0% | -8.40% | Trim |
| 28 | IWC | Ishares Micro-cap ETF | 0% | — | Unchanged |
| 29 | KO | Coca-cola Co/the | 0% | +24.12% | Add |
| 30 | CSX | Csx CORP | 0% | -1.35% | Trim |
| 31 | BMY | Bristol-myers Squibb Co | 0% | -0.96% | Trim |
| 32 | XLE | Ss Energy Select Sector | 0% | -5.38% | Trim |
| 33 | GLDM | Spdr Gold Minishares Trust | 0% | — | Unchanged |
| 34 | AEP | American Electric Power | 0% | -3.20% | Trim |
| 35 | DVY | Ishares Select Dividend ETF | 0% | — | Unchanged |
| 36 | SLV | Ishares Silver Trust | 0% | — | Unchanged |
| 37 | IWD | Ishares Russell 1000 Value E | 0% | — | Unchanged |
| 38 | PG | Procter & Gamble Co/the | 0% | +0.82% | Add |
| 39 | EFA | Ishares Msci Eafe ETF | 0% | — | Unchanged |
| 40 | LOW | Lowe's Cos Inc | 0% | -0.26% | Trim |
| 41 | PFE | Pfizer Inc | 0% | +1.93% | Add |
| 42 | WTTR | Select Water Solutions Inc | 0% | — | Unchanged |
| 43 | AMAT | Applied Materials Inc | 0% | — | Unchanged |
| 44 | AMGN | Amgen Inc | 0% | — | Unchanged |
| 45 | FCX | Freeport-mcmoran Inc | 0% | +250.00% | Add |
| 46 | LMT | Lockheed Martin CORP | 0% | -4.93% | Trim |
| 47 | SCHD | Schwab US Dvd Equity ETF | 0% | +26.39% | Add |
| 48 | GEV | GE Vernova Inc | 0% | -3.26% | Trim |
| 49 | CSCO | Cisco Systems Inc | 0% | +7.58% | Add |
| 50 | OKE | Oneok Inc | 0% | — | Unchanged |
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 486 disclosed positions in Q1 2026.
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 27.7% of total reported equity market value during Q1 2026.
Top New Position Initiated
MYI
市值: $959.0K
Top Position Liquidated / Trimmed
BLK
前期市值: $1.1M
During Q1 2026, Indiana Trust & Investment Management Co's top holdings by market value included NVDA (9.8%)、SPY (8.3%)、AAPL (5.0%). The largest single position, NVDA, represented 9.8% of total portfolio value.
In Q1 2026, Indiana Trust & Investment Management Co made 135 total portfolio adjustments, initiating 15 new buys, adding to 31 positions, trimming 84 holdings, and fully liquidating 5 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.