Indiana Trust & Investment Management Co
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 17, 2025), Indiana Trust & Investment Management Co reported 460 stock positions worth $328.7 million. Its top holding was Nvidia (NVDA) at 10.5% of the portfolio, followed by SS SPDR S&P 500 ETF Trust-US (SPY, 8.5%) and Apple (AAPL, 4.7%). Compared with Q2 2025, it opened 13 new positions, sold out of 34, added to 46 and reduced 66. The biggest buy was Alphabet Class A (GOOGL, shares +5%) and the biggest sale Fiserv (FISV, shares −5%).
- Most Recent 13F
- Q2 2026
- Location
- MISHAWAKA, IN
- CIK
- 0001356407
- Portfolio Value
- $328.7M (Q3 2025)
- SEC Filing
- 0001356407-25-000010 ↗ filed Oct 17, 2025
Holdings Value
Holdings 460 stocks · $328.7M
| NVDA Nvidia Corp. | 10.54% | 185,688 | $34.6M | Reduce -1.6% |
| SPY SS SPDR S&P 500 ETF Trust-US | 8.53% | 42,075 | $28.0M | Reduce -1.5% |
| AAPL Apple Inc. | 4.70% | 60,627 | $15.4M | Add +3.3% |
| GOOGL Alphabet Inc. Class A | 3.88% | 52,439 | $12.7M | Add +4.8% |
| AMZN Amazon.com Inc. | 3.03% | 45,348 | $10.0M | Add +2.5% |
| JPM JPMorgan Chase & Co. | 2.97% | 30,938 | $9.8M | Add +0.8% |
| IWB iShares Russell 1000 ETF | 2.85% | 25,598 | $9.4M | No change |
| LLY Eli Lilly & Co. | 2.80% | 12,055 | $9.2M | Reduce -1.2% |
| ORCL Oracle Corp. | 2.70% | 31,531 | $8.9M | Add +10.4% |
| IWF iShares Russell 1000 Growth | 2.51% | 17,611 | $8.2M | Reduce -0.4% |
| META Meta Platforms Inc. Class A | 2.21% | 9,874 | $7.3M | Add +1.9% |
| COST Costco Wholesale Corp. | 2.12% | 7,528 | $7.0M | Reduce -1.1% |
| MSFT Microsoft Corp. | 1.70% | 10,767 | $5.6M | Add +4.1% |
| VTI VG Morningstar TS MKT ETF-US | 1.35% | 13,494 | $4.4M | Reduce -4.5% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 1.24% | 28,156 | $4.1M | Add +1.7% |
| CAT Caterpillar Inc. | 1.22% | 8,434 | $4.0M | Add +11.7% |
| BALL Ball Corp. | 1.17% | 76,265 | $3.8M | No change |
| LOW Lowe's Cos Inc. | 0.89% | 11,582 | $2.9M | Add +1.4% |
| FISV Fiserv Inc. | 0.84% | 21,387 | $2.8M | Reduce -5.5% |
| WMT Walmart Inc. | 0.77% | 24,501 | $2.5M | Add +4.3% |
| ABBV Abbvie Inc. | 0.77% | 10,901 | $2.5M | Reduce -5.4% |
| IWR iShares Russell Mid-Cap ETF | 0.75% | 25,425 | $2.5M | No change |
| JNJ Johnson & Johnson | 0.73% | 12,918 | $2.4M | No change |
| V Visa Inc. Class A | 0.73% | 7,014 | $2.4M | Reduce -0.3% |
| IVV iShares Core S&P 500 ETF | 0.72% | 3,524 | $2.4M | No change |
| BLK BlackRock Inc. | 0.68% | 1,905 | $2.2M | Add +0.8% |
| VGT Vanguard Info Tech ETF | 0.67% | 2,928 | $2.2M | No change |
| IWM iShares Russell 2000 ETF | 0.66% | 8,932 | $2.2M | Reduce -0.1% |
| SRCE 1ST Source Corp. | 0.64% | 34,222 | $2.1M | Reduce -6.3% |
| IWC iShares Micro-Cap ETF | 0.63% | 13,830 | $2.1M | No change |
| VOO Vanguard S&P 500 ETF | 0.62% | 3,322 | $2.0M | Reduce -0.3% |
| ETN Eaton Corp. PLC | 0.60% | 5,237 | $2.0M | Add +14.8% |
| NAD Nuveen Quality Municipal Inc. | 0.58% | 164,299 | $1.9M | Reduce -3.5% |
| QQQ Invesco QQQ Trust Series 1 | 0.58% | 3,170 | $1.9M | Add +1.7% |
| PG The Procter & Gamble Co. | 0.55% | 11,780 | $1.8M | Add +1.7% |
| VGM Invesco Trust for Investmen | 0.53% | 173,147 | $1.8M | No change |
| IWD iShares Russell 1000 Value E | 0.53% | 8,573 | $1.7M | No change |
| EFA iShares MSCI Eafe ETF | 0.51% | 17,881 | $1.7M | Reduce -1.6% |
| AFB Allianceberstein NTL Muni | 0.50% | 152,252 | $1.7M | No change |
| GOOG Alphabet Inc. Class C | 0.49% | 6,668 | $1.6M | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 0.49% | 3,210 | $1.6M | Add +0.6% |
| ONB Old National Bancorp | 0.48% | 72,278 | $1.6M | No change |
| SYK Stryker Corp. | 0.45% | 4,031 | $1.5M | Add +0.6% |
| XNEAX Nuveen Amt-FR QLTY Muni Inc. | 0.45% | 129,000 | $1.5M | Reduce -7.2% |
| XOM Exxon Mobil Corp. | 0.44% | 12,837 | $1.4M | Reduce -5.6% |
| EIM Eaton Vance Municipal Bond | 0.44% | 144,560 | $1.4M | Reduce -1.4% |
| MA Mastercard Inc. Class A | 0.42% | 2,418 | $1.4M | Add +3.6% |
| VONE Vanguard Russell 1000 | 0.41% | 4,456 | $1.3M | Reduce -2.5% |
| IWV iShares Russell 3000 ETF | 0.41% | 3,547 | $1.3M | No change |
| AFL Aflac Inc. | 0.40% | 11,641 | $1.3M | Reduce -0.4% |
| GD General Dynamics Corp. | 0.39% | 3,754 | $1.3M | Reduce -2.2% |
| AVGO Broadcom Inc. | 0.39% | 3,870 | $1.3M | Add +43.3% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.37% | 2,554 | $1.2M | No change |
| HON Honeywell International Inc. | 0.37% | 5,810 | $1.2M | Add +1.6% |
| TSLA Tesla Inc. | 0.36% | 2,628 | $1.2M | Reduce -25.7% |
| MQY BlackRock Muniyield Quality | 0.35% | 98,527 | $1.1M | No change |
| EMXC iShares MSCI Emr MRK Ex Chna | 0.34% | 16,750 | $1.1M | No change |
| NEE Nextera Energy Inc. | 0.34% | 14,619 | $1.1M | Reduce -1.7% |
| VIG Vanguard Dividend Apprec ETF | 0.33% | 4,995 | $1.1M | No change |
| MCD McDonald's Corp. | 0.33% | 3,544 | $1.1M | Reduce -6.0% |
| BYM BlackRock Muni Inc. QLTY | 0.33% | 97,655 | $1.1M | No change |
| VKI Invesco Adv Muni Inc. TR II | 0.32% | 120,438 | $1.1M | Reduce -4.8% |
| XMVFX BlackRock Munivest Fund | 0.31% | 150,686 | $1.0M | Reduce -1.2% |
| CVX Chevron Corp. | 0.31% | 6,592 | $1.0M | Reduce -4.3% |
| STXF Strive 500 ETF | 0.30% | 23,000 | $994K | No change |
| PEP Pepsico Inc. | 0.29% | 6,855 | $963K | Reduce -3.6% |
| VONV Vanguard Russell 1000 Value | 0.29% | 10,596 | $947K | No change |
| QCOM Qualcomm Inc. | 0.28% | 5,615 | $934K | No change |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.28% | 3,310 | $934K | Reduce -0.1% |
| ABT Abbott Laboratories | 0.28% | 6,945 | $930K | No change |
| ILF iShares Latin America 40 ETF | 0.28% | 31,800 | $919K | No change |
| DVY iShares Select Dividend ETF | 0.28% | 6,449 | $916K | No change |
| AXP American Express Co. | 0.28% | 2,745 | $912K | No change |
| IJR iShares Core S&P Small-Cap E | 0.27% | 7,507 | $892K | Reduce -0.6% |
| EWZS iShares MSCI Brazil Small-Ca | 0.26% | 62,500 | $869K | No change |
| OEF iShares S&P 100 ETF | 0.26% | 2,569 | $855K | No change |
| EWZ iShares MSCI Brazil ETF | 0.25% | 26,500 | $822K | No change |
| BRK.A Berkshire Hathaway Inc. Class A | 0.23% | 1 | $754K | No change |
| GLDM SPDR Gold Minishares Trust | 0.22% | 9,500 | $726K | No change |
| PANW Palo Alto Networks Inc. | 0.22% | 3,516 | $716K | Reduce -11.9% |
| MMU Western Asset Managed Munici | 0.21% | 67,913 | $702K | No change |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.21% | 6,244 | $696K | Reduce -18.7% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.20% | 3,601 | $672K | No change |
| IJH iShares Core S&P Midcap ETF | 0.20% | 10,018 | $654K | No change |
| VT Vanguard Tot World STK ETF | 0.20% | 4,721 | $651K | No change |
| AEP American Electric Power | 0.20% | 5,782 | $650K | Add +14.5% |
| PLTR Palantir Technologies Inc. Class A | 0.20% | 3,525 | $643K | Add +22.0% |
| CSX CSX Corp. | 0.19% | 17,754 | $630K | Add +9.2% |
| HBNC Horizon Bancorp Inc. | 0.19% | 38,700 | $620K | No change |
| NKE Nike Inc. Class B | 0.19% | 8,869 | $618K | Add +1.1% |
| SYY Sysco Corp. | 0.19% | 7,468 | $615K | No change |
| ICE Intercontinental Exchange Inc. | 0.18% | 3,571 | $602K | No change |
| HD Home Depot Inc. | 0.18% | 1,473 | $597K | Add +15.7% |
| AMGN Amgen Inc. | 0.18% | 2,065 | $583K | No change |
| SLV iShares Silver Trust | 0.18% | 13,670 | $579K | No change |
| GWW WW Grainger Inc. filed as GRAINGER W W INC | 0.17% | 585 | $557K | Add +4.5% |
| VWO Vanguard Ftse Emerging Marke | 0.17% | 10,204 | $553K | No change |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.17% | 10,685 | $551K | Add +36.4% |
| BMY Bristol-Myers Squibb Co. | 0.17% | 12,085 | $545K | No change |
| COP Conocophillips | 0.16% | 5,578 | $528K | No change |
Portfolio Sells Q2 2025 → Q3 2025
| FISV Fiserv Inc. | Reduce -5.5% | 0.84% | −0.45 |
| COST Costco Wholesale Corp. | Reduce -1.1% | 2.12% | −0.37 |
| LLY Eli Lilly & Co. | Reduce -1.2% | 2.80% | −0.35 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -1.5% | 8.53% | −0.20 |
| MCHP Microchip Technology Inc. | Reduce -46.5% | 0.10% | −0.13 |
| SRCE 1ST Source Corp. | Reduce -6.3% | 0.64% | −0.11 |
| V Visa Inc. Class A | Reduce -0.3% | 0.73% | −0.10 |
| CMG Chipotle Mexican Grill Inc. | Reduce -89.9% | 0.01% | −0.09 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -4.5% | 1.35% | −0.07 |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | Reduce -18.7% | 0.21% | −0.07 |
| XNEAX Nuveen Amt-FR QLTY Muni Inc. | Reduce -7.2% | 0.45% | −0.06 |
| PANW Palo Alto Networks Inc. | Reduce -11.9% | 0.22% | −0.05 |
| NAD Nuveen Quality Municipal Inc. | Reduce -3.5% | 0.58% | −0.05 |
| XOM Exxon Mobil Corp. | Reduce -5.6% | 0.44% | −0.04 |
| IBM Intl Business Machines Corp. | Reduce -0.1% | 0.28% | −0.04 |
| MCD McDonald's Corp. | Reduce -6.0% | 0.33% | −0.04 |
| APD Air Products & Chemicals Inc. | Reduce -13.9% | 0.12% | −0.04 |
| EIM Eaton Vance Municipal Bond | Reduce -1.4% | 0.44% | −0.03 |
| DIS The Walt Disney Co. | Reduce -2.2% | 0.15% | −0.03 |
| EFA iShares MSCI Eafe ETF | Reduce -1.6% | 0.51% | −0.03 |
| VKI Invesco Adv Muni Inc. TR II | Reduce -4.8% | 0.32% | −0.03 |
| VZ Verizon Communications Inc. | Reduce -25.5% | 0.06% | −0.02 |
| AGG iShares Core U.S. Aggregate | Reduce -24.7% | 0.04% | −0.02 |
| PEP Pepsico Inc. | Reduce -3.6% | 0.29% | −0.02 |
| XMVFX BlackRock Munivest Fund | Reduce -1.2% | 0.31% | −0.02 |
| CI The Cigna Group | Reduce -17.9% | 0.03% | −0.02 |
| TSLA Tesla Inc. | Reduce -25.7% | 0.36% | −0.02 |
| FCX Freeport-McMoran Inc. | Reduce -43.0% | 0.01% | −0.02 |
| KO The Coca-Cola Co. | Reduce -2.4% | 0.08% | −0.02 |
| GIS General Mills Inc. | Reduce -31.8% | 0.02% | −0.02 |
| CVX Chevron Corp. | Reduce -4.3% | 0.31% | −0.01 |
| VONE Vanguard Russell 1000 | Reduce -2.5% | 0.41% | −0.01 |
| AMAT Applied Materials Inc. | Reduce -29.1% | 0.04% | −0.01 |
| MU Micron Technology Inc. | Reduce -71.5% | 0.01% | −0.01 |
| DHR Danaher Corp. | Reduce -16.4% | 0.05% | −0.01 |
| AFL Aflac Inc. | Reduce -0.4% | 0.40% | −0.01 |
| TGT Target Corp. | Reduce -4.4% | 0.05% | −0.01 |
| WBA Walgreens Boots Alliance Inc. | Sold out | 0.00% | −0.01 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -21.8% | 0.03% | −0.01 |
| DUK Duke Energy Corp. | Reduce -4.9% | 0.10% | −0.01 |
| RSP Invesco S&P 500 Equal Weight | Reduce -2.3% | 0.14% | −0.01 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -1.2% | 0.15% | −0.01 |
| VOO Vanguard S&P 500 ETF | Reduce -0.3% | 0.62% | −0.01 |
| ADBE Adobe Inc. | Reduce -3.8% | 0.03% | −0.01 |
| PFE Pfizer Inc. | Reduce -2.1% | 0.13% | −0.01 |
| GNRC Generac Holdings Inc. | Sold out | 0.00% | −0.01 |
| NEE Nextera Energy Inc. | Reduce -1.7% | 0.34% | −0.01 |
| DOW Dow Inc. | Reduce -57.4% | 0.00% | −0.01 |
| CME Cme Group Inc. | Reduce -4.9% | 0.03% | −0.01 |
| USMV iShares MSCI USA Min Vol Fac | Sold out | 0.00% | −0.01 |
Portfolio Buys Q2 2025 → Q3 2025
| GOOGL Alphabet Inc. Class A | Add +4.8% | 3.88% | +0.96 |
| AAPL Apple Inc. | Add +3.3% | 4.70% | +0.71 |
| ORCL Oracle Corp. | Add +10.4% | 2.70% | +0.63 |
| CAT Caterpillar Inc. | Add +11.7% | 1.22% | +0.26 |
| AVGO Broadcom Inc. | Add +43.3% | 0.39% | +0.14 |
| TJX TJX Companies Inc. | Add +1.7% | 1.24% | +0.11 |
| PLTR Palantir Technologies Inc. Class A | Add +22.0% | 0.20% | +0.07 |
| ETN Eaton Corp. PLC | Add +14.8% | 0.60% | +0.06 |
| CRCL Circle Internet Group Inc. | New | 0.05% | +0.05 |
| LOW Lowe's Cos Inc. | Add +1.4% | 0.89% | +0.05 |
| BAC Bank of America Corp. | Add +36.4% | 0.17% | +0.05 |
| UNH Unitedhealth Group Inc. | Add +37.3% | 0.11% | +0.03 |
| INTC Intel Corp. | Add +73.5% | 0.05% | +0.03 |
| HD Home Depot Inc. | Add +15.7% | 0.18% | +0.03 |
| JPM JPMorgan Chase & Co. | Add +0.8% | 2.97% | +0.02 |
| AEP American Electric Power | Add +14.5% | 0.20% | +0.02 |
| JCI Johnson Controls Internation | Add +29.9% | 0.12% | +0.02 |
| GABC German American Bancorp | New | 0.02% | +0.02 |
| BLK BlackRock Inc. | Add +0.8% | 0.68% | +0.02 |
| MUB iShares National Muni Bond E | New | 0.02% | +0.02 |
| CSX CSX Corp. | Add +9.2% | 0.19% | +0.02 |
| SCHD Schwab US DVD Equity ETF | Add +118.4% | 0.03% | +0.02 |
| GE General Electric | Add +5.1% | 0.12% | +0.01 |
| XLK SS Technology Select Sector | Add +10.2% | 0.09% | +0.01 |
| SMR Nuscale Power Corp. | New | 0.01% | +0.01 |
| MO Altria Group Inc. | Add +13.1% | 0.07% | +0.01 |
| QQQ Invesco QQQ Trust Series 1 | Add +1.7% | 0.58% | +0.01 |
| WMT Walmart Inc. | Add +4.3% | 0.77% | +0.01 |
| VYMI Vanguard Int High DVD YLD Inc. | New | 0.01% | +0.01 |
| COIN Coinbase Global Inc. Class A | Add +26.9% | 0.06% | +0.01 |
| IBIT iShares Bitcoin Trust ETF | Add +23.7% | 0.04% | +0.01 |
| SCHF Schwab Intl Equity ETF | Add +22.5% | 0.04% | +0.01 |
| PZZA Papa John's Intl Inc. | New | 0.01% | +0.01 |
| GEV GE Vernova Inc. | Add +7.5% | 0.04% | +0.01 |
| DGRO iShares Core Dividend Growth | New | 0.00% | +0.00 |
| KEYS Keysight Technologies Inc. | New | 0.00% | +0.00 |
| BMNR Bitmine Immersion Technologi | New | 0.00% | +0.00 |
| VCIT Vanguard Int-Term Corporate | Add +108.0% | 0.01% | +0.00 |
| RVNU Xtrac Mun Inf Rev BD Act ETF | New | 0.00% | +0.00 |
| F Ford Motor Co. | Add +1.3% | 0.06% | +0.00 |
| JBS JBS NV-A | New | 0.00% | +0.00 |
| UL Unilever PLC | New | 0.00% | +0.00 |
| GEHC GE Healthcare Technology | Add +250.0% | 0.00% | +0.00 |
| WBD Warner Bros Discovery Inc. | New | 0.00% | +0.00 |
| VTRS Viatris Inc. | Add +17.6% | 0.00% | 0.00 |
| MRK Merck & Co. Inc. | Add +2.3% | 0.14% | −0.00 |
| KD Kyndryl Holdings Inc. | Add +0.9% | 0.00% | −0.00 |
| NFLX Netflix Inc. | Add +6.1% | 0.03% | −0.00 |
| MSFT Microsoft Corp. | Add +4.1% | 1.70% | −0.01 |
| T AT&T Inc. | Add +1.4% | 0.08% | −0.01 |
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 |