Indiana Trust & Investment Management Co
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 23, 2025), Indiana Trust & Investment Management Co reported 481 stock positions worth $302.3 million. Its top holding was Nvidia (NVDA) at 9.9% of the portfolio, followed by SS SPDR S&P 500 ETF Trust-US (SPY, 8.7%) and Apple (AAPL, 4.0%). Compared with Q1 2025, it opened 27 new positions, sold out of 16, added to 68 and reduced 68. The biggest buy was Meta Platforms Class A (META, shares +1%) and the biggest sale Apple (AAPL, shares −2%).
- Most Recent 13F
- Q2 2026
- Location
- MISHAWAKA, IN
- CIK
- 0001356407
- Portfolio Value
- $302.3M (Q2 2025)
- SEC Filing
- 0001356407-25-000006 ↗ filed Jul 23, 2025
Holdings Value
Holdings 481 stocks · $302.3M
| NVDA Nvidia Corp. | 9.86% | 188,701 | $29.8M | Reduce -1.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 8.73% | 42,715 | $26.4M | Add +0.0% |
| AAPL Apple Inc. | 3.98% | 58,701 | $12.0M | Reduce -2.2% |
| AMZN Amazon.com Inc. | 3.21% | 44,228 | $9.7M | Add +2.3% |
| LLY Eli Lilly & Co. | 3.15% | 12,205 | $9.5M | Add +4.7% |
| JPM JPMorgan Chase & Co. | 2.94% | 30,703 | $8.9M | Add +1.0% |
| GOOGL Alphabet Inc. Class A | 2.92% | 50,059 | $8.8M | Add +4.0% |
| IWB iShares Russell 1000 ETF | 2.88% | 25,598 | $8.7M | No change |
| COST Costco Wholesale Corp. | 2.49% | 7,613 | $7.5M | Add +0.4% |
| IWF iShares Russell 1000 Growth | 2.48% | 17,678 | $7.5M | Reduce -0.3% |
| META Meta Platforms Inc. Class A | 2.37% | 9,694 | $7.2M | Add +1.0% |
| ORCL Oracle Corp. | 2.06% | 28,547 | $6.2M | Reduce -2.9% |
| MSFT Microsoft Corp. | 1.70% | 10,347 | $5.1M | Add +1.0% |
| VTI VG Morningstar TS MKT ETF-US | 1.42% | 14,124 | $4.3M | No change |
| BALL Ball Corp. | 1.41% | 76,265 | $4.3M | Reduce -0.1% |
| FISV Fiserv Inc. | 1.29% | 22,622 | $3.9M | Reduce -0.6% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 1.13% | 27,676 | $3.4M | Add +0.0% |
| CAT Caterpillar Inc. | 0.97% | 7,549 | $2.9M | Add +1.3% |
| LOW Lowe's Cos Inc. | 0.84% | 11,422 | $2.5M | Add +1.3% |
| V Visa Inc. Class A | 0.83% | 7,034 | $2.5M | No change |
| IWR iShares Russell Mid-Cap ETF | 0.77% | 25,425 | $2.3M | No change |
| WMT Walmart Inc. | 0.76% | 23,496 | $2.3M | Add +17.7% |
| SRCE 1ST Source Corp. | 0.75% | 36,541 | $2.3M | Reduce -2.4% |
| IVV iShares Core S&P 500 ETF | 0.72% | 3,524 | $2.2M | Add +1.9% |
| ABBV Abbvie Inc. | 0.71% | 11,520 | $2.1M | Add +1.8% |
| BLK BlackRock Inc. | 0.66% | 1,890 | $2.0M | Reduce -1.6% |
| JNJ Johnson & Johnson | 0.65% | 12,918 | $2.0M | Reduce -2.1% |
| VGT Vanguard Info Tech ETF | 0.64% | 2,928 | $1.9M | No change |
| IWM iShares Russell 2000 ETF | 0.64% | 8,942 | $1.9M | Reduce -3.0% |
| NAD Nuveen Quality Municipal Inc. | 0.64% | 170,299 | $1.9M | No change |
| VOO Vanguard S&P 500 ETF | 0.63% | 3,333 | $1.9M | Reduce -0.3% |
| PG The Procter & Gamble Co. | 0.61% | 11,585 | $1.8M | Add +2.0% |
| IWC iShares Micro-Cap ETF | 0.58% | 13,830 | $1.8M | Reduce -6.1% |
| QQQ Invesco QQQ Trust Series 1 | 0.57% | 3,118 | $1.7M | Add +2.0% |
| IWD iShares Russell 1000 Value E | 0.55% | 8,573 | $1.7M | Reduce -1.2% |
| VGM Invesco Trust for Investmen | 0.54% | 173,147 | $1.6M | Add +0.7% |
| ETN Eaton Corp. PLC | 0.54% | 4,562 | $1.6M | No change |
| EFA iShares MSCI Eafe ETF | 0.54% | 18,179 | $1.6M | Reduce -0.1% |
| SYK Stryker Corp. | 0.52% | 4,006 | $1.6M | Add +1.1% |
| AFB Allianceberstein NTL Muni | 0.52% | 152,252 | $1.6M | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 0.51% | 3,190 | $1.5M | Add +0.8% |
| ONB Old National Bancorp | 0.51% | 72,278 | $1.5M | No change |
| XNEAX Nuveen Amt-FR QLTY Muni Inc. | 0.50% | 139,000 | $1.5M | No change |
| XOM Exxon Mobil Corp. | 0.48% | 13,596 | $1.5M | Reduce -12.2% |
| EIM Eaton Vance Municipal Bond | 0.47% | 146,593 | $1.4M | No change |
| HON Honeywell International Inc. | 0.44% | 5,720 | $1.3M | No change |
| MA Mastercard Inc. Class A | 0.43% | 2,333 | $1.3M | Add +2.8% |
| VONE Vanguard Russell 1000 | 0.42% | 4,571 | $1.3M | Reduce -14.6% |
| IWV iShares Russell 3000 ETF | 0.41% | 3,547 | $1.2M | No change |
| AFL Aflac Inc. | 0.41% | 11,686 | $1.2M | No change |
| GOOG Alphabet Inc. Class C | 0.39% | 6,668 | $1.2M | Reduce -4.2% |
| TSLA Tesla Inc. | 0.37% | 3,538 | $1.1M | Add +17.2% |
| GD General Dynamics Corp. | 0.37% | 3,839 | $1.1M | Reduce -9.1% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.37% | 2,554 | $1.1M | Add +0.3% |
| MCD McDonald's Corp. | 0.36% | 3,769 | $1.1M | Reduce -2.2% |
| MQY BlackRock Muniyield Quality | 0.36% | 98,527 | $1.1M | Add +0.5% |
| VKI Invesco Adv Muni Inc. TR II | 0.35% | 126,438 | $1.1M | Add +0.6% |
| EMXC iShares MSCI Emr MRK Ex Chna | 0.35% | 16,750 | $1.1M | No change |
| NEE Nextera Energy Inc. | 0.34% | 14,869 | $1.0M | Add +1.2% |
| BYM BlackRock Muni Inc. QLTY | 0.34% | 97,655 | $1.0M | Add +0.5% |
| VIG Vanguard Dividend Apprec ETF | 0.34% | 4,995 | $1.0M | No change |
| XMVFX BlackRock Munivest Fund | 0.33% | 152,522 | $1.0M | Add +0.5% |
| CVX Chevron Corp. | 0.33% | 6,892 | $987K | Reduce -5.5% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.32% | 3,313 | $977K | Add +4.8% |
| ABT Abbott Laboratories | 0.31% | 6,945 | $945K | No change |
| PEP Pepsico Inc. | 0.31% | 7,114 | $939K | Reduce -4.3% |
| STXF Strive 500 ETF | 0.30% | 23,000 | $921K | No change |
| VONV Vanguard Russell 1000 Value | 0.30% | 10,596 | $903K | No change |
| QCOM Qualcomm Inc. | 0.30% | 5,615 | $894K | Reduce -8.2% |
| AXP American Express Co. | 0.29% | 2,745 | $876K | No change |
| DVY iShares Select Dividend ETF | 0.28% | 6,449 | $856K | No change |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.28% | 7,677 | $841K | Reduce -9.5% |
| ILF iShares Latin America 40 ETF | 0.28% | 31,800 | $833K | No change |
| EWZS iShares MSCI Brazil Small-Ca | 0.27% | 62,500 | $829K | No change |
| IJR iShares Core S&P Small-Cap E | 0.27% | 7,554 | $826K | Reduce -5.4% |
| PANW Palo Alto Networks Inc. | 0.27% | 3,991 | $817K | Reduce -45.7% |
| OEF iShares S&P 100 ETF | 0.26% | 2,569 | $782K | No change |
| EWZ iShares MSCI Brazil ETF | 0.25% | 26,500 | $765K | No change |
| AVGO Broadcom Inc. | 0.25% | 2,700 | $744K | Reduce -19.2% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.24% | 1 | $729K | No change |
| MCHP Microchip Technology Inc. | 0.23% | 9,959 | $701K | Add +896.9% |
| MMU Western Asset Managed Munici | 0.22% | 67,913 | $672K | Add +0.5% |
| ICE Intercontinental Exchange Inc. | 0.22% | 3,571 | $655K | No change |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.21% | 3,601 | $636K | Add +1.6% |
| NKE Nike Inc. Class B | 0.21% | 8,774 | $623K | Reduce -2.2% |
| GLDM SPDR Gold Minishares Trust | 0.21% | 9,500 | $622K | No change |
| IJH iShares Core S&P Midcap ETF | 0.21% | 10,018 | $621K | Reduce -0.4% |
| VT Vanguard Tot World STK ETF | 0.20% | 4,721 | $607K | No change |
| HBNC Horizon Bancorp Inc. | 0.20% | 38,700 | $595K | No change |
| GWW WW Grainger Inc. filed as GRAINGER W W INC | 0.19% | 560 | $583K | No change |
| DE Deere & Co. | 0.19% | 1,143 | $581K | Add +1.9% |
| AMGN Amgen Inc. | 0.19% | 2,065 | $577K | Add +5.4% |
| SYY Sysco Corp. | 0.19% | 7,468 | $566K | No change |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.19% | 4,530 | $562K | Add +0.4% |
| BMY Bristol-Myers Squibb Co. | 0.18% | 12,085 | $559K | Add +4.1% |
| CSX CSX Corp. | 0.18% | 16,254 | $530K | Reduce -0.9% |
| AEP American Electric Power | 0.17% | 5,051 | $524K | No change |
| VWO Vanguard Ftse Emerging Marke | 0.17% | 10,204 | $505K | Reduce -0.8% |
| COP Conocophillips | 0.17% | 5,578 | $501K | No change |
| GVI iShares Intermediate Governm | 0.16% | 4,652 | $497K | No change |
Portfolio Sells Q1 2025 → Q2 2025
| AAPL Apple Inc. | Reduce -2.2% | 3.98% | −0.84 |
| FISV Fiserv Inc. | Reduce -0.6% | 1.29% | −0.53 |
| PANW Palo Alto Networks Inc. | Reduce -45.7% | 0.27% | −0.18 |
| XOM Exxon Mobil Corp. | Reduce -12.2% | 0.48% | −0.18 |
| JNJ Johnson & Johnson | Reduce -2.1% | 0.65% | −0.14 |
| CVX Chevron Corp. | Reduce -5.5% | 0.33% | −0.12 |
| PEP Pepsico Inc. | Reduce -4.3% | 0.31% | −0.09 |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | Sold out | 0.00% | −0.08 |
| KTF DWS Municipal Income Trust | Reduce -91.6% | 0.01% | −0.08 |
| MCD McDonald's Corp. | Reduce -2.2% | 0.36% | −0.07 |
| FCX Freeport-McMoran Inc. | Reduce -70.5% | 0.03% | −0.07 |
| VONE Vanguard Russell 1000 | Reduce -14.6% | 0.42% | −0.07 |
| SRCE 1ST Source Corp. | Reduce -2.4% | 0.75% | −0.06 |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | Reduce -9.5% | 0.28% | −0.06 |
| GD General Dynamics Corp. | Reduce -9.1% | 0.37% | −0.05 |
| QCOM Qualcomm Inc. | Reduce -8.2% | 0.30% | −0.04 |
| IWD iShares Russell 1000 Value E | Reduce -1.2% | 0.55% | −0.04 |
| LIN Linde PLC | Reduce -23.1% | 0.10% | −0.04 |
| CMG Chipotle Mexican Grill Inc. | Reduce -29.9% | 0.09% | −0.04 |
| CRM Salesforce Inc. | Reduce -25.9% | 0.08% | −0.04 |
| INTC Intel Corp. | Reduce -55.8% | 0.02% | −0.03 |
| ZBH Zimmer Biomet Holdings Inc. | Reduce -9.1% | 0.06% | −0.03 |
| IJR iShares Core S&P Small-Cap E | Reduce -5.4% | 0.27% | −0.03 |
| PRU Prudential Financial Inc. | Reduce -3.8% | 0.15% | −0.03 |
| IWM iShares Russell 2000 ETF | Reduce -3.0% | 0.64% | −0.03 |
| BALL Ball Corp. | Reduce -0.1% | 1.41% | −0.02 |
| TGT Target Corp. | Reduce -15.6% | 0.06% | −0.02 |
| ACGL Arch Capital Group Ltd. | Sold out | 0.00% | −0.02 |
| DRLL Strive US Energy ETF | Reduce -60.1% | 0.01% | −0.02 |
| VNQ Vanguard Real Estate ETF | Reduce -1.7% | 0.15% | −0.02 |
| SDY SS SPDR S&P Dividend ETF | Reduce -2.0% | 0.16% | −0.02 |
| TROW T Rowe Price Group Inc. | Reduce -97.0% | 0.00% | −0.02 |
| AMAT Applied Materials Inc. | Reduce -33.8% | 0.05% | −0.02 |
| GDX Vaneck Gold Miners ETF | Sold out | 0.00% | −0.01 |
| MET Metlife Inc. | Reduce -1.0% | 0.14% | −0.01 |
| DHR Danaher Corp. | Reduce -7.1% | 0.06% | −0.01 |
| CMCSA Comcast Corp. Class A | Reduce -17.5% | 0.03% | −0.01 |
| AMT American Tower Corp. | Reduce -63.8% | 0.01% | −0.01 |
| PMO Franklin Muncipl Opps Tst-Ui | Sold out | 0.00% | −0.01 |
| MUB iShares National Muni Bond E | Sold out | 0.00% | −0.01 |
| RSP Invesco S&P 500 Equal Weight | Reduce -1.8% | 0.14% | −0.01 |
| EXC Exelon Corp. | Reduce -15.3% | 0.02% | −0.01 |
| EL Estee Lauder Companies Class A | Sold out | 0.00% | −0.01 |
| IEMG iShares Core MSCI Emerging | Reduce -27.9% | 0.02% | −0.01 |
| IWC iShares Micro-Cap ETF | Reduce -6.1% | 0.58% | −0.01 |
| IJH iShares Core S&P Midcap ETF | Reduce -0.4% | 0.21% | −0.01 |
| DGRO iShares Core Dividend Growth | Sold out | 0.00% | −0.01 |
| VCIT Vanguard Int-Term Corporate | Reduce -64.3% | 0.00% | −0.01 |
| DOW Dow Inc. | Reduce -17.2% | 0.01% | −0.01 |
| CI The Cigna Group | Reduce -3.3% | 0.05% | −0.01 |
Portfolio Buys Q1 2025 → Q2 2025
| META Meta Platforms Inc. Class A | Add +1.0% | 2.37% | +0.36 |
| MSFT Microsoft Corp. | Add +1.0% | 1.70% | +0.31 |
| JPM JPMorgan Chase & Co. | Add +1.0% | 2.94% | +0.24 |
| AMZN Amazon.com Inc. | Add +2.3% | 3.21% | +0.23 |
| GOOGL Alphabet Inc. Class A | Add +4.0% | 2.92% | +0.22 |
| MCHP Microchip Technology Inc. | Add +896.9% | 0.23% | +0.21 |
| WMT Walmart Inc. | Add +17.7% | 0.76% | +0.13 |
| TSLA Tesla Inc. | Add +17.2% | 0.37% | +0.09 |
| CAT Caterpillar Inc. | Add +1.3% | 0.97% | +0.08 |
| PLTR Palantir Technologies Inc. Class A | Add +71.0% | 0.13% | +0.08 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +0.0% | 8.73% | +0.08 |
| QQQ Invesco QQQ Trust Series 1 | Add +2.0% | 0.57% | +0.05 |
| JCI Johnson Controls Internation | Add +47.5% | 0.10% | +0.04 |
| IBM Intl Business Machines Corp. | Add +4.8% | 0.32% | +0.04 |
| ISRG Intuitive Surgical Inc. | Add +37.4% | 0.11% | +0.03 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +0.3% | 0.37% | +0.03 |
| DIS The Walt Disney Co. | Add +0.4% | 0.19% | +0.02 |
| AGG iShares Core U.S. Aggregate | Add +80.6% | 0.06% | +0.02 |
| IVV iShares Core S&P 500 ETF | Add +1.9% | 0.72% | +0.02 |
| AMD Advanced Micro Devices | Add +21.6% | 0.03% | +0.01 |
| IXUS iShares Core Intl Stock ETF | New | 0.01% | +0.01 |
| LMT Lockheed Martin Corp. | Add +21.5% | 0.09% | +0.01 |
| APH Amphenol Corp. Class A | New | 0.01% | +0.01 |
| NOW ServiceNow Inc. | Add +142.9% | 0.02% | +0.01 |
| MU Micron Technology Inc. | Add +39.8% | 0.02% | +0.01 |
| ADP Automatic Data Processing | Add +27.4% | 0.06% | +0.01 |
| SO The Southern Co. | Add +22.6% | 0.08% | +0.01 |
| IGSB iShares 1-5Y Inv Grade Corp. | New | 0.01% | +0.01 |
| VRTX Vertex Pharmaceuticals Inc. | New | 0.01% | +0.01 |
| FICO Fair Isaac Corp. | New | 0.01% | +0.01 |
| MRVL Marvell Technology Inc. | Add +355.2% | 0.01% | +0.01 |
| IDXX Idexx Laboratories Inc. | Add +59.5% | 0.01% | +0.01 |
| SPTS SS SPDR P St Term TSY ETF | New | 0.01% | +0.01 |
| ADBE Adobe Inc. | Add +26.1% | 0.04% | +0.01 |
| FANG Diamondback Energy Inc. | New | 0.01% | +0.01 |
| ASML ASML Holding NV-NY Reg SHS | New | 0.01% | +0.01 |
| IEF iShares 7-10 Year Treasury B | Add +113.4% | 0.01% | +0.00 |
| SPG Simon Property Group Inc. | Add +47.2% | 0.02% | +0.00 |
| XYZ Block Inc. | New | 0.00% | +0.00 |
| TEAM Atlassian Corp. Class A | New | 0.00% | +0.00 |
| IEFA iShares Core MSCI Eafe ETF | Add +8.7% | 0.04% | +0.00 |
| PRCT Procept Biorobotics Corp. | New | 0.00% | +0.00 |
| CNH CNH Industrial NV | New | 0.00% | +0.00 |
| REGN Regeneron Pharmaceuticals | New | 0.00% | +0.00 |
| TMDX Transmedics Group Inc. | New | 0.00% | +0.00 |
| GNTX Gentex Corp. | New | 0.00% | +0.00 |
| WH Wyndham Hotels & Resorts Inc. | New | 0.00% | +0.00 |
| BTCW Wisdomtree Bitcoin Fund | Add +29.4% | 0.01% | +0.00 |
| SWKS Skyworks Solutions Inc. | New | 0.00% | +0.00 |
| HWM Howmet Aerospace Inc. | New | 0.00% | +0.00 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 472 | $365.9M | NVDA, SPY, GOOGL, AAPL, LLY |
| Q1 2026 | 486 | $323.8M | NVDA, SPY, AAPL, GOOGL, LLY |
| Q4 2025 | 478 | $339.1M | NVDA, SPY, AAPL, GOOGL, LLY |
| Q3 2025 | 460 | $328.7M | NVDA, SPY, AAPL, GOOGL, AMZN |
| Q2 2025 | 481 | $302.3M | NVDA, SPY, AAPL, AMZN, LLY |
| Q1 2025 | 470 | $276.2M | SPY, NVDA, AAPL, LLY, AMZN |
| Q4 2024 | 482 | $293.8M | NVDA, SPY, AAPL, LLY, AMZN |
| Q3 2024 | 486 | $293.2M | SPY, NVDA, AAPL, LLY, GOOGL |
| Q2 2024 | 450 | $272.5M | SPY, NVDA, LLY, AAPL, GOOGL |
| Q1 2024 | 470 | $248.0M | SPY, LLY, AAPL, NVDA, GOOGL |