Indiana-Trust--Investment-Management-Co

AI_NATIVE detailed information: This accession holds the following tickers:[
  "GDX",
  null,
  "TROW",
  "RJF",
  "MCHI",
  "BEP",
  null,
  "BEPC",
  null,
  "QSR",
  "MU",
  null,
  null,
  "ACN",
  "MMM",
  "ABT",
  "ABBV",
  "ADBE",
  "APD",
  "BABA",
  "KSS",
  null,
  "VONG",
  null,
  "PCRX",
  "ALL",
  "GOOGL",
  "VDE",
  null,
  "AXP",
  "SCHH",
  "T",
  "BLK",
  null,
  "CAT",
  "AVGO",
  "LOW",
  "FELE",
  null,
  null,
  null,
  "PHG",
  "ETG",
  "DUK",
  "EIM",
  "NAD",
  "NNDM",
  "QS",
  null,
  "EOG",
  "WTTR",
  null,
  "DAC",
  "BKSY",
  "FCX",
  null,
  "FITB",
  "ARKB",
  "SRCE",
  "GD",
  "GILD",
  "GIS",
  "ARBE",
  "HON",
  "HD",
  "HPQ",
  "AZN",
  null,
  "MCD",
  "INTU",
  null,
  "BEN",
  null,
  "GERN",
  "UNP",
  "QCOM",
  "ISRG",
  "HUBB",
  null,
  null,
  "EMXC",
  "ITW",
  "AMAT",
  "RIVN",
  "EMR",
  "NWL",
  "ICE",
  "MUB",
  "META",
  null,
  "MNKD",
  "VKI",
  "IVW",
  "PESI",
  "IJH",
  "PMO",
  "RFIL",
  "SLDP",
  null,
  null,
  "WKHS",
  "KTF",
  null,
  "BYM",
  null,
  "KMI",
  "LHX",
  "LRCX",
  "IWS",
  null,
  "LIN",
  null,
  null,
  "MPC",
  "MMC",
  "PWR",
  "MRVL",
  "MA",
  "MDT",
  "MSFT",
  "MDLZ",
  "MS",
  "NDAQ",
  "EXC",
  "FRME",
  "FTV",
  "GE",
  "NI",
  "NVS",
  "OXY",
  null,
  "ORLY",
  "EMN",
  "ADM",
  null,
  "PCAR",
  "BX",
  "HSY",
  "AMP",
  "DG",
  "IJR",
  "EFG",
  "IWD",
  "ORCL",
  "OKE",
  "PAYX",
  "MMU",
  null,
  "EEM",
  "IWF",
  null,
  "PANW",
  "PYPL",
  "PEP",
  "PNC",
  null,
  null,
  "IEMG",
  "IJK",
  "IVV",
  null,
  "IYR",
  "DOW",
  "UNH",
  "AAPL",
  "SPY",
  "ECL",
  "NVDA",
  "GS",
  "HPE",
  "ENB",
  "INTC",
  "TU",
  "GEHC",
  "PLTR",
  "PRU",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  null,
  "PSTG",
  null,
  "AMGN",
  "MAS",
  null,
  "MSTR",
  "ROK",
  "IEFA",
  "SPGI",
  "RELX",
  null,
  null,
  null,
  null,
  "NOW",
  "SLB",
  "SPG",
  "O",
  "SNA",
  "SHEL",
  "RTX",
  "GLD",
  null,
  "BP",
  "AMT",
  "RSG",
  "SPLG",
  "IBM",
  "SYK",
  "SBUX",
  "CI",
  "TXN",
  "TGT",
  "TMO",
  "TJX",
  "TDG",
  "TFC",
  "TRV",
  "UBER",
  "UPS",
  "BIV",
  "VNQ",
  "VO",
  "MET",
  "HL",
  "VV",
  "SCHW",
  "ALC",
  "VWO",
  null,
  "VSS",
  "IWV",
  null,
  "PRF",
  "VCIT",
  "NGG",
  "VIG",
  null,
  "TTE",
  "AFB",
  "XLB",
  "SKX",
  "WY",
  "SNY",
  "IEF",
  null,
  "TSM",
  "GSK",
  null,
  "RMD",
  null,
  "VYM",
  "AHR",
  "DD",
  null,
  null,
  "EW",
  "TT",
  "ONB",
  "HAL",
  "ACGL",
  "AVY",
  "AFL",
  "THO",
  "AMD",
  "EL",
  "SDY",
  "FI",
  "DRI",
  "DOV",
  "IP",
  "DLTR",
  "F",
  "GNRC",
  "EQR",
  "DEO",
  "WM",
  "FTNT",
  "IWP",
  "IWR",
  null,
  "GSLC",
  "CAH",
  "AEP",
  "CREX",
  "HBNC",
  "IPG",
  "LKFN",
  "IDXX",
  "BIPC",
  "PEG",
  "NVO",
  "AMZN",
  "MSI",
  "NEA",
  "IVE",
  "LUV",
  null,
  "VGM",
  null,
  "KD",
  null,
  "DKNG",
  "VEU",
  "VGT",
  "USB",
  "VUG",
  "VLO",
  "VEA",
  "MGK",
  "VONE",
  null,
  null,
  "VIOG",
  "VTWO",
  "VBK",
  "BNDX",
  "BND",
  "VBR",
  "VOT",
  "BSV",
  "VT",
  "VB",
  "VOO",
  "VLTO",
  "VTV",
  "VTRS",
  "V",
  "WMT",
  "WBA",
  "WAT",
  "WLKP",
  "WFC",
  "WEN",
  "WSM",
  "WMB",
  null,
  null,
  "YUM",
  "IUSG",
  "SOLV",
  null,
  "KIDS",
  "FNF",
  "GNK",
  "SCHD",
  "ET",
  "BIIB",
  "DVY",
  "SCHF",
  "MTZ",
  "NSC",
  "KEY",
  null,
  "JCI",
  "LH",
  "MFC",
  "IEP",
  "SO",
  "OTIS",
  "ONL",
  "PSX",
  "CRM",
  "SCI",
  "SYY",
  "DIA",
  null,
  null,
  null,
  "LII",
  null,
  null,
  "GEV",
  "ZBH",
  "DGRO",
  "MCK",
  null,
  "SPYV",
  "EXR",
  "GWW",
  null,
  "NUE",
  "FDX",
  "STM",
  "KMB",
  "ADP",
  "BALL",
  "BAC",
  "BRK-A",
  "BRK-B",
  "BAX",
  "BDX",
  "BYND",
  "BTBT",
  "MVF",
  "BA",
  "MQY",
  "BHF",
  "SAM",
  "BMY",
  "BIP",
  "CCJ",
  "CNI",
  "CDNS",
  "CARR",
  "CNC",
  "CVX",
  "CB",
  "CMG",
  "CHD",
  "CSCO",
  "CLH",
  "C",
  "CLX",
  "CME",
  "COKE",
  "KO",
  "COIN",
  "CMCSA",
  "CTSH",
  "CL",
  "CAG",
  "COP",
  "STZ",
  "CEG",
  "COST",
  "CRDO",
  "CVS",
  "CSX",
  "DHR",
  "DAR",
  "DE",
  "DLR",
  "DBRG",
  "RSP",
  "EWJ",
  "IJT",
  "IJJ",
  "EFA",
  "ADI",
  "USMV",
  "IWB",
  "NEE",
  "NKE",
  "QQQ",
  "IWM",
  "EPD",
  "MDY",
  "DIS",
  "ELV",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "NFLX",
  "PM",
  "PH",
  "AWK",
  null,
  "MO",
  "XLK",
  "ITOT",
  "MCHP",
  "VTI",
  "JPM",
  "QUAL"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-21
Total Holdings: 470
Total Value: 251472601
Accession Number: 0001356407-25-000003
Form Type: 13F-HR
CIK: indiana-trust--investment-management-co
Manager Name: Indiana-Trust--Investment-Management-Co

Data Enrichment

85% identified

401 identified69 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

470 positions • $251.5M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 15 of 24

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STMicroelectronics N.V.

STM|861012102

Shares:2.3K

Value:$50.2K

% of Portfolio:0.0% ($50.2K/$251.5M)

CVS HEALTH Corp

CVS|126650100

Shares:739

Value:$50.1K

% of Portfolio:0.0% ($50.1K/$251.5M)

ASTRAZENECA PLC

AZN|046353108

Shares:681

Value:$50.1K

% of Portfolio:0.0% ($50.1K/$251.5M)

81369Y407

Shares:250

Value:$49.4K

% of Portfolio:0.0% ($49.4K/$251.5M)

808524797

SCHD|808524797

Shares:1.7K

Value:$48.8K

% of Portfolio:0.0% ($48.8K/$251.5M)

MICROCHIP TECHNOLOGY INC

MCHP|595017104

Shares:999

Value:$48.4K

% of Portfolio:0.0% ($48.4K/$251.5M)

Brookfield Renewable Corp

BEPC|11285B108

Shares:1.7K

Value:$47.8K

% of Portfolio:0.0% ($47.8K/$251.5M)

46431W507

Shares:934

Value:$47.5K

% of Portfolio:0.0% ($47.5K/$251.5M)

FRANKLIN ELECTRIC CO INC

FELE|353514102

Shares:500

Value:$46.9K

% of Portfolio:0.0% ($46.9K/$251.5M)

92206C680

VONG|92206C680

Shares:500

Value:$46.4K

% of Portfolio:0.0% ($46.4K/$251.5M)

381430503

GSLC|381430503

Shares:417

Value:$45.9K

% of Portfolio:0.0% ($45.9K/$251.5M)

922908611

VBR|922908611

Shares:245

Value:$45.6K

% of Portfolio:0.0% ($45.6K/$251.5M)

464287481

IWP|464287481

Shares:383

Value:$45.0K

% of Portfolio:0.0% ($45.0K/$251.5M)

464287473

IWS|464287473

Shares:350

Value:$44.1K

% of Portfolio:0.0% ($44.1K/$251.5M)

SIMON PROPERTY GROUP INC /DE/

SPG|828806109

Shares:265

Value:$44.0K

% of Portfolio:0.0% ($44.0K/$251.5M)

MICROSTRATEGY Inc

MSTR|594972408

Shares:150

Value:$43.2K

% of Portfolio:0.0% ($43.2K/$251.5M)

92189F106

GDX|92189F106

Shares:886

Value:$40.7K

% of Portfolio:0.0% ($40.7K/$251.5M)

Coca-Cola Consolidated, Inc.

COKE|191098102

Shares:30

Value:$40.5K

% of Portfolio:0.0% ($40.5K/$251.5M)

DOW INC.

DOW|260557103

Shares:1.1K

Value:$40.1K

% of Portfolio:0.0% ($40.1K/$251.5M)

ORTHOPEDIATRICS CORP

KIDS|68752L100

Shares:1.6K

Value:$39.8K

% of Portfolio:0.0% ($39.8K/$251.5M)

Instrument	Shares		Other Manager	Value	% of Portfolio
STMicroelectronics N.V.(STMcusip861012102)	2.3K	QoQ 0.00% (-0) YoY +1.64% (-37)	All Managers (Combined)	$50.2K	0.0% ($50.2K/$251.5M)	QoQ -12.05% (-$6.9K) YoY -48.37% (-$47.1K)
CVS HEALTH Corp(CVScusip126650100)	739	QoQ -11.39% (-95) YoY -82.73% (-3.5K)	All Managers (Combined)	$50.1K	0.0% ($50.1K/$251.5M)	QoQ +33.73% (-$12.6K) YoY -85.33% (-$291.3K)
ASTRAZENECA PLC(AZNcusip046353108)	681	QoQ 0.00% (+0) YoY NEW(+681)	All Managers (Combined)	$50.1K	0.0% ($50.1K/$251.5M)	QoQ +12.18% (+$5.4K) YoY NEW(+$50.1K)
(cusip81369Y407)✕	250	QoQ 0.00% (-0) YoY -45.17% (-206)	All Managers (Combined)	$49.4K	0.0% ($49.4K/$251.5M)	QoQ -11.98% (-$6.7K) YoY -41.12% (-$34.5K)
(SCHDcusip808524797)	1.7K	QoQ 0.00% (+0) YoY +88.05% (-818)	All Managers (Combined)	$48.8K	0.0% ($48.8K/$251.5M)	QoQ +2.34% (+$1.1K) YoY -34.78% (-$26.1K)
MICROCHIP TECHNOLOGY INC(MCHPcusip595017104)	999	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$48.4K	0.0% ($48.4K/$251.5M)	QoQ -15.58% (-$8.9K) YoY -46.03% (-$41.3K)
Brookfield Renewable Corp(BEPCcusip11285B108)	1.7K	QoQ +6.87% (+110) YoY NEW(+1.7K)	All Managers (Combined)	$47.8K	0.0% ($47.8K/$251.5M)	QoQ +7.87% (+$3.5K) YoY NEW(+$47.8K)
(cusip46431W507)✕	934	QoQ 0.00% (+0) YoY -41.03% (-650)	All Managers (Combined)	$47.5K	0.0% ($47.5K/$251.5M)	QoQ +0.73% (+$346) YoY -40.55% (-$32.4K)
FRANKLIN ELECTRIC CO INC(FELEcusip353514102)	500	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$46.9K	0.0% ($46.9K/$251.5M)	QoQ -3.66% (-$1.8K) YoY -12.10% (-$6.5K)
(VONGcusip92206C680)	500	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$46.4K	0.0% ($46.4K/$251.5M)	QoQ -10.17% (-$5.3K) YoY +7.06% (+$3.1K)
(GSLCcusip381430503)	417	QoQ 0.00% (-0) YoY -50.00% (-417)	All Managers (Combined)	$45.9K	0.0% ($45.9K/$251.5M)	QoQ -4.42% (-$2.1K) YoY -46.97% (-$40.7K)
(VBRcusip922908611)	245	QoQ 0.00% (-0) YoY -16.38% (-48)	All Managers (Combined)	$45.6K	0.0% ($45.6K/$251.5M)	QoQ -5.99% (-$2.9K) YoY -18.81% (-$10.6K)
(IWPcusip464287481)	383	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$45.0K	0.0% ($45.0K/$251.5M)	QoQ -7.30% (-$3.5K) YoY +2.93% (+$1.3K)
(IWScusip464287473)	350	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$44.1K	0.0% ($44.1K/$251.5M)	QoQ -2.60% (-$1.2K) YoY +0.51% (+$224)
SIMON PROPERTY GROUP INC /DE/(SPGcusip828806109)	265	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$44.0K	0.0% ($44.0K/$251.5M)	QoQ -3.56% (-$1.6K) YoY +6.12% (+$2.5K)
MICROSTRATEGY Inc(MSTRcusip594972408)	150	QoQ 0.00% (-0) YoY NEW(+150)	All Managers (Combined)	$43.2K	0.0% ($43.2K/$251.5M)	QoQ -0.46% (-$202) YoY NEW(+$43.2K)
(GDXcusip92189F106)	886	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$40.7K	0.0% ($40.7K/$251.5M)	QoQ +35.56% (+$10.7K) YoY +45.38% (+$12.7K)
Coca-Cola Consolidated, Inc.(COKEcusip191098102)	30	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$40.5K	0.0% ($40.5K/$251.5M)	QoQ +7.14% (+$2.7K) YoY +59.49% (+$15.1K)
DOW INC.(DOWcusip260557103)	1.1K	QoQ 0.00% (-0) YoY -42.36% (-843)	All Managers (Combined)	$40.1K	0.0% ($40.1K/$251.5M)	QoQ -12.98% (-$6.0K) YoY -65.25% (-$75.2K)
ORTHOPEDIATRICS CORP(KIDScusip68752L100)	1.6K	QoQ 0.00% (+0) YoY -76.11% (-5.1K)	All Managers (Combined)	$39.8K	0.0% ($39.8K/$251.5M)	QoQ +6.25% (+$2.3K) YoY -79.82% (-$157.5K)