Q3 2026 13F · SEC CIK 1356407

Indiana Trust & Investment Management Co

Asset managerFiled 2026-10-22 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $366.9M
Reported positions: 464
Top holdings a year, 3 yrs: +23.8%
Average holding period: 7.6 yrs

Indiana Trust & Investment Management Co is an asset manager that reported 464 positions worth $366.9M in its Q3 2026 13F, filed 2026-10-22. Its largest holdings were Nvidia Corporation (NVDA, 11.3%), State Str Spdr S&p 500 ETF T (SPY, 8.5%), Apple Inc (AAPL, 5.5%). 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 464 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 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	Q2 2026	Shares	Share change	Reported value
NVDANvidia Corporation	11.3%	10.0%	181,731	-0.5%	$41.5M
SPYState Str Spdr S&p 500 ETF T	8.5%	8.5%	41,096	-0.8%	$31.3M
AAPLApple Inc	5.5%	4.9%	61,109	-2.1%	$20.4M
GOOGLAlphabet Inc	4.9%	5.1%	51,855	-0.6%	$17.8M
LLYEli Lilly & Co	4.3%	4.4%	13,618	+2.2%	$15.8M
AMZNAmazon Com Inc	3.1%	3.0%	45,605	+0.1%	$11.4M
JPMJpmorgan Chase & Co	3.0%	3.0%	33,778	+0.0%	$11.2M
IWBIshares Tr	2.9%	2.9%	25,598	+0.0%	$10.7M
IWFIshares Tr	2.4%	2.4%	69,702	+0.0%	$8.7M
CATCaterpillar Inc	2.4%	3.1%	10,647	+0.9%	$8.6M
INTCIntel Corp	1.8%	1.7%	54,892	+23.0%	$6.6M
COSTCostco Wholesale Corporation	1.7%	1.8%	6,850	-2.0%	$6.2M
VTIVanguard Index Fds	1.6%	1.5%	15,194	+0.0%	$5.7M
MSFTMicrosoft Corp	1.2%	0.9%	8,642	-0.2%	$4.4M
BALLBall Corp	1.2%	1.3%	75,365	-1.2%	$4.2M
METAMeta Platforms Inc	1.1%	0.9%	5,739	-3.6%	$4.2M
TJXTjx Cos Inc New	1.0%	1.2%	29,053	-1.2%	$3.8M
JNJJohnson & Johnson	0.9%	0.9%	12,328	-1.1%	$3.3M
BRK-ABerkshire Hathaway Inc Del	0.8%	0.8%	4	+0.0%	$3.0M
VGTVanguard World Fd	0.8%	0.8%	23,424	+0.0%	$2.9M
IVVIshares Tr	0.8%	0.8%	3,753	-0.2%	$2.9M
ORCLOracle Corp	0.8%	0.9%	20,925	-2.4%	$2.9M
WMTWalmart Inc	0.8%	0.9%	26,611	-10.8%	$2.8M
IWRIshares Tr	0.7%	0.7%	24,095	-2.3%	$2.6M
IWCIshares Tr Micro-Cap ETF	0.7%	0.8%	13,830	+0.0%	$2.6M
ABBVAbbvie Inc	0.7%	0.7%	9,717	-1.5%	$2.5M
SRCE1st Source Corp	0.7%	0.6%	29,998	+6.3%	$2.5M
IWMIshares Tr	0.6%	0.7%	8,435	-2.1%	$2.3M
QQQInvesco Qqq Tr	0.6%	0.6%	3,100	+0.0%	$2.3M
AVGOBroadcom Inc	0.6%	0.9%	6,530	-25.0%	$2.3M
VOOVanguard Index Fds	0.6%	0.6%	3,228	-1.9%	$2.3M
VVisa Inc	0.6%	0.6%	6,238	-6.7%	$2.2M
GOOGAlphabet Inc	0.6%	0.6%	6,528	-0.4%	$2.2M
SNDKSandisk Corp	0.6%	—	1,272	—	$2.2M
XLKSelect Sector Spdr Tr	0.6%	—	11,269	—	$2.2M
IWDIshares Tr	0.6%	0.6%	8,704	+0.0%	$2.2M
BLKBlackrock Inc	0.5%	0.5%	1,890	-1.0%	$2.0M
ETNEaton Corp PLC	0.5%	0.5%	4,502	-3.8%	$1.9M
ONBOld Natl Bancorp Ind	0.5%	0.5%	72,278	+0.0%	$1.8M
EFAIshares Tr	0.5%	0.5%	16,506	-3.5%	$1.7M
LOWLowes Cos Inc	0.5%	0.6%	9,230	-6.4%	$1.7M
EMXCIshares Inc	0.5%	0.5%	16,750	+0.0%	$1.7M
PGProcter & Gamble Co	0.4%	0.4%	10,717	-0.1%	$1.6M
IWVIshares Tr	0.4%	0.4%	3,547	+0.0%	$1.5M
BRK-BBerkshire Hathaway Inc Del	0.4%	0.4%	3,027	-1.9%	$1.5M
VONEVanguard Scottsdale Fds	0.4%	0.4%	4,075	+0.0%	$1.4M
VUGVanguard Index Fds	0.4%	0.4%	15,324	+0.0%	$1.4M
AFBAlliancebernstein Natl Mun I	0.4%	0.4%	137,000	+0.0%	$1.3M
JCIJohnson Controls Internation	0.3%	—	8,220	—	$1.2M
VIGVanguard Specialized Funds	0.3%	—	4,995	—	$1.2M

What Indiana Trust & Investment Management Co bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Added to

INTC Intel Corp+23.0% shares
SRCE 1st Source Corp+6.3% shares

Reduced

AVGO Broadcom Inc-25.0% shares
WMT Walmart Inc-10.8% shares
V Visa Inc-6.7% shares
LOW Lowes Cos Inc-6.4% shares

Left the top 50

Share counts compared with the Q2 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, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 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
Q3 2026	$366.9M	464
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

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 Q3 2026 and filed Oct 22, 2026, lists 464 positions worth $366.9M. The largest are Nvidia Corporation (NVDA) at 11.3%, State Str Spdr S&p 500 ETF T (SPY) at 8.5%, Apple Inc (AAPL) at 5.5%, Alphabet Inc (GOOGL) at 4.9% and Eli Lilly & Co (LLY) at 4.3%.

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

In Q3 2026, Indiana Trust & Investment Management Co added Intel Corp (INTC) (+23.0% shares) and 1st Source Corp (SRCE) (+6.3% shares), compared with its Q2 2026 filing.

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

In Q3 2026, Indiana Trust & Investment Management Co cut from its top 50 Exxon Mobil Corp (XOM), cut from its top 50 Kla Corp (KLAC), cut from its top 50 Invesco Tr Invt Grade Muns (VGM), cut from its top 50 General Dynamics Corp (GD), Broadcom Inc (AVGO) (-25.0% shares), Walmart Inc (WMT) (-10.8% shares) and Visa Inc (V) (-6.7% shares), compared with its Q2 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 Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.