Q2 2026 13F · SEC CIK 1356407

Indiana Trust & Investment Management Co

Asset managerFiled 2026-07-22 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $365.9M
Reported positions: 472
Top holdings a year, 3 yrs: +23.8%
Average holding period: 7.3 yrs

Indiana Trust & Investment Management Co is an asset manager that reported 472 positions worth $365.9M in its Q2 2026 13F, filed 2026-07-22. Its largest holdings were Nvidia Corporation Com (NVDA, 10.0%), Spdr S&p 500 ETF Tr (SPY, 8.5%), Alphabet Inc (GOOGL, 5.1%). A portfolio copying its top holdings returned 23.8% a year over the last 3 years, against 20.4% for the S&P 500.

Indiana Trust & Investment Management Co holdings largest 50 of 472 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Indiana Trust & Investment Management Co 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
NVDANvidia Corporation Com	10.0%	9.8%	182,643	+0.2%	$36.5M
SPYSpdr S&p 500 ETF Tr	8.5%	8.3%	41,417	+0.1%	$30.9M
GOOGLAlphabet Inc	5.1%	4.6%	52,190	+1.1%	$18.7M
AAPLApple Inc	4.9%	5.0%	62,432	-2.4%	$18.1M
LLYLilly Eli & Co	4.4%	3.6%	13,321	+4.6%	$16.0M
CATCaterpillar Inc Com	3.1%	2.3%	10,557	+0.4%	$11.2M
JPMJpmorgan Chase & Co	3.0%	3.0%	33,768	+2.1%	$11.1M
AMZNAmazon Com Inc Com	3.0%	2.9%	45,540	+1.3%	$10.9M
IWBIshares Russell 1000 ETF	2.9%	2.8%	25,598	+0.0%	$10.5M
IWFIshares Russell 1000 Growth ETF	2.4%	2.3%	69,702	+297.9%	$8.7M
COSTCostco Whsl Corp New	1.8%	2.2%	6,992	-4.1%	$6.5M
INTCIntel Corp	1.7%	—	44,622	—	$6.2M
VTIVanguard Index Fds	1.5%	1.5%	15,194	+0.0%	$5.6M
BALLBall Corp	1.3%	1.4%	76,265	+0.0%	$4.8M
TJXTjx Cos Inc New Com	1.2%	1.4%	29,393	+7.1%	$4.5M
WMTWalmart Inc	0.9%	1.0%	29,831	+11.7%	$3.4M
METAMeta Platforms Inc Class A	0.9%	1.4%	5,954	-24.7%	$3.4M
AVGOBroadcom Inc	0.9%	0.6%	8,705	+49.3%	$3.3M
MSFTMicrosoft Corp	0.9%	1.1%	8,663	-11.8%	$3.2M
JNJJohnson & Johnson	0.9%	0.9%	12,463	-0.7%	$3.2M
ORCLOracle Corp	0.9%	1.1%	21,449	-12.8%	$3.1M
XOMExxon Mobil Corp	0.9%	1.3%	22,768	-8.4%	$3.1M
BRK-ABerkshire Hathaway Inc Del	0.8%	0.9%	4	+0.0%	$3.0M
IVVIshares Core S&p 500 ETF	0.8%	0.8%	3,760	+0.0%	$2.8M
VGTVanguard Info Tech	0.8%	0.6%	23,424	+700.0%	$2.8M
IWCIshares Tr	0.8%	0.7%	13,830	+0.0%	$2.8M
IWRIshares Russell Midcap ETF	0.7%	0.7%	24,651	+0.1%	$2.7M
IWMIshares	0.7%	0.7%	8,613	-1.3%	$2.6M
ABBVAbbvie Inc	0.7%	0.7%	9,867	-3.4%	$2.5M
GOOGAlphabet Inc	0.6%	0.6%	6,553	-0.7%	$2.3M
SRCE1st Source Corp	0.6%	0.6%	28,231	+7.8%	$2.3M
VVisa Inc Com Cl A	0.6%	0.6%	6,683	-2.8%	$2.3M
QQQInvesco Qqq Tr	0.6%	0.6%	3,100	+0.0%	$2.3M
VOOVanguard S&p 500 ETF	0.6%	0.6%	3,291	+0.3%	$2.3M
LOWLowes Cos Inc	0.6%	0.8%	9,860	-13.3%	$2.2M
IWDIshares Russell 1000 Value ETF	0.6%	0.6%	8,704	+1.7%	$2.1M
ETNEaton Corp PLC	0.5%	0.5%	4,682	-3.9%	$2.0M
ONBOld Natl Bancorp Ind	0.5%	0.5%	72,278	+0.0%	$1.9M
BLKBlackrock Inc	0.5%	0.6%	1,910	-1.3%	$1.8M
EFAiShs MSCI EAFE	0.5%	0.5%	17,101	-2.6%	$1.8M
EMXCIshares Inc	0.5%	0.4%	16,750	+0.0%	$1.7M
KLACKla Corp	0.5%	—	5,500	—	$1.7M
PGProcter & Gamble Co Com	0.4%	0.5%	10,732	-5.7%	$1.6M
AFBAlliancebernstein Natl Mun I	0.4%	0.5%	137,000	+0.0%	$1.6M
BRK-BBerkshire Hathaway Inc Del	0.4%	0.5%	3,087	-0.9%	$1.5M
IWVIshares Russell 3000 Index	0.4%	0.4%	3,547	+0.0%	$1.5M
VONEVanguard Scottsdale Fds	0.4%	—	4,075	—	$1.4M
VUGVanguard Indx Fd	0.4%	—	15,324	—	$1.3M
VGMInvesco Tr Invt Grade Muns	0.4%	—	122,000	—	$1.3M
GDGeneral Dynamics Corp	0.3%	—	3,431	—	$1.2M

What Indiana Trust & Investment Management Co bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

VGT Vanguard Info Tech+700.0% shares
IWF Ishares Russell 1000 Growth ETF+297.9% shares
AVGO Broadcom Inc+49.3% shares
WMT Walmart Inc+11.7% shares
SRCE 1st Source Corp+7.8% shares
TJX Tjx Cos Inc New Com+7.1% shares

Reduced

META Meta Platforms Inc Class A-24.7% shares
LOW Lowes Cos Inc-13.3% shares
ORCL Oracle Corp-12.8% shares
MSFT Microsoft Corp-11.8% shares
XOM Exxon Mobil Corp-8.4% shares
PG Procter & Gamble Co Com-5.7% shares

Left the top 50

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +20.3% /yr; S&P 500 +20.1%
3 years: +23.8% /yr; S&P 500 +20.4%
5 years: +11.3% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$365.9M	472
Q1 2026	$323.8M	486
Q4 2025	$339.1M	478
Q3 2025	$328.7M	460
Q2 2025	$302.3M	481
Q1 2025	$276.2M	470
Q4 2024	$293.8M	483
Q3 2024	$293.2M	487
Q2 2024	$272.5M	451
Q1 2024	$248.0M	471
Q4 2023	$221.4M	447
Q3 2023	$198.0M	438

Questions about Indiana Trust & Investment Management Co's portfolio

What stocks does Indiana Trust & Investment Management Co own?

Indiana Trust & Investment Management Co's latest 13F, for Q2 2026 and filed Jul 22, 2026, lists 472 positions worth $365.9M. The largest are Nvidia Corporation Com (NVDA) at 10.0%, Spdr S&p 500 ETF Tr (SPY) at 8.5%, Alphabet Inc (GOOGL) at 5.1%, Apple Inc (AAPL) at 4.9% and Lilly Eli & Co (LLY) at 4.4%.

What did Indiana Trust & Investment Management Co buy last quarter?

In Q2 2026, Indiana Trust & Investment Management Co added Vanguard Info Tech (VGT) (+700.0% shares), Ishares Russell 1000 Growth ETF (IWF) (+297.9% shares) and Broadcom Inc (AVGO) (+49.3% shares), compared with its Q1 2026 filing.

What did Indiana Trust & Investment Management Co sell last quarter?

In Q2 2026, Indiana Trust & Investment Management Co cut from its top 50 Amphenol Corp (APH), cut from its top 50 Analog Devices Inc (ADI), cut from its top 50 Honeywell Intl Inc (HON), cut from its top 50 Nextera Energy Inc Com (NEE), cut from its top 50 Stryker Corporation (SYK), Meta Platforms Inc Class A (META) (-24.7% shares), Lowes Cos Inc (LOW) (-13.3% shares) and Oracle Corp (ORCL) (-12.8% shares), compared with its Q1 2026 filing.

How has Indiana Trust & Investment Management Co's portfolio performed?

A portfolio copying Indiana Trust & Investment Management Co's 20 largest 13F holdings each quarter, from the day each filing was public, returned +23.8% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +20.3% against +20.1%. Over 5 years: +11.3% a year against +11.6%.

When is Indiana Trust & Investment Management Co's next 13F filing due?

13F filings are due 45 days after each quarter ends. Indiana Trust & Investment Management Co's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.