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 4 of 24

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464287242

Shares:8.5K

Value:$922.2K

% of Portfolio:0.4% ($922.2K/$251.5M)

ABBOTT LABORATORIES

ABT|002824100

Shares:6.9K

Value:$921.3K

% of Portfolio:0.4% ($921.3K/$251.5M)

92206C714

Shares:10.6K

Value:$874.6K

% of Portfolio:0.3% ($874.6K/$251.5M)

464287168

DVY|464287168

Shares:6.4K

Value:$866.0K

% of Portfolio:0.3% ($866.0K/$251.5M)

464287804

IJR|464287804

Shares:8.0K

Value:$835.1K

% of Portfolio:0.3% ($835.1K/$251.5M)

02072L680

Shares:23.0K

Value:$829.4K

% of Portfolio:0.3% ($829.4K/$251.5M)

BERKSHIRE HATHAWAY INC

BRK-A|084670108

Shares:1

Value:$798.4K

% of Portfolio:0.3% ($798.4K/$251.5M)

INTERNATIONAL BUSINESS MACHINES CORP

IBM|459200101

Shares:3.2K

Value:$785.8K

% of Portfolio:0.3% ($785.8K/$251.5M)

Tesla, Inc.

TSLA|88160R101

Shares:3.0K

Value:$782.1K

% of Portfolio:0.3% ($782.1K/$251.5M)

464287390

Shares:31.8K

Value:$748.9K

% of Portfolio:0.3% ($748.9K/$251.5M)

AMERICAN EXPRESS CO

AXP|025816109

Shares:2.7K

Value:$738.5K

% of Portfolio:0.3% ($738.5K/$251.5M)

BRISTOL MYERS SQUIBB CO

BMY|110122108

Shares:11.6K

Value:$708.0K

% of Portfolio:0.3% ($708.0K/$251.5M)

464287101

Shares:2.6K

Value:$695.8K

% of Portfolio:0.3% ($695.8K/$251.5M)

WESTERN ASSET MANAGED MUNICIPALS FUND INC.

MMU|95766M105

Shares:67.6K

Value:$695.2K

% of Portfolio:0.3% ($695.2K/$251.5M)

464286400

Shares:26.5K

Value:$685.0K

% of Portfolio:0.3% ($685.0K/$251.5M)

464289131

Shares:62.5K

Value:$673.1K

% of Portfolio:0.3% ($673.1K/$251.5M)

Intercontinental Exchange, Inc.

ICE|45866F104

Shares:3.6K

Value:$616.0K

% of Portfolio:0.2% ($616.0K/$251.5M)

922908744

VTV|922908744

Shares:3.5K

Value:$612.5K

% of Portfolio:0.2% ($612.5K/$251.5M)

AMGEN INC

AMGN|031162100

Shares:2.0K

Value:$610.6K

% of Portfolio:0.2% ($610.6K/$251.5M)

98149E303

Shares:9.5K

Value:$588.0K

% of Portfolio:0.2% ($588.0K/$251.5M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip464287242)✕	8.5K	QoQ -12.16% (-1.2K) YoY -20.92% (-2.2K)	All Managers (Combined)	$922.2K	0.4% ($922.2K/$251.5M)	QoQ -10.64% (-$109.8K) YoY -21.08% (-$246.5K)
ABBOTT LABORATORIES(ABTcusip002824100)	6.9K	QoQ -9.74% (-750) YoY -12.05% (-952)	All Managers (Combined)	$921.3K	0.4% ($921.3K/$251.5M)	QoQ +5.84% (-$50.9K) YoY +2.63% (-$23.7K)
(cusip92206C714)✕	10.6K	QoQ 0.00% (+0) YoY +12.63% (+1.2K)	All Managers (Combined)	$874.6K	0.3% ($874.6K/$251.5M)	QoQ +1.58% (+$13.7K) YoY +18.22% (+$134.8K)
(DVYcusip464287168)	6.4K	QoQ 0.00% (+0) YoY +512.44% (+5.4K)	All Managers (Combined)	$866.0K	0.3% ($866.0K/$251.5M)	QoQ +2.28% (+$19.3K) YoY +567.67% (+$736.3K)
(IJRcusip464287804)	8.0K	QoQ +2.92% (-227) YoY -3.21% (-265)	All Managers (Combined)	$835.1K	0.3% ($835.1K/$251.5M)	QoQ -6.58% (-$58.9K) YoY -8.42% (-$76.8K)
(cusip02072L680)✕	23.0K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$829.4K	0.3% ($829.4K/$251.5M)	QoQ -4.60% (-$40.0K) YoY +7.13% (+$55.2K)
BERKSHIRE HATHAWAY INC(BRK-Acusip084670108)	1	QoQ 0.00% (+0) YoY NEW(+1)	All Managers (Combined)	$798.4K	0.3% ($798.4K/$251.5M)	QoQ +17.25% (+$117.5K) YoY NEW(+$798.4K)
INTERNATIONAL BUSINESS MACHINES CORP(IBMcusip459200101)	3.2K	QoQ +3.94% (+120) YoY -1.40% (-45)	All Managers (Combined)	$785.8K	0.3% ($785.8K/$251.5M)	QoQ +17.57% (+$117.5K) YoY +28.38% (-$173.7K)
Tesla, Inc.(TSLAcusip88160R101)	3.0K	QoQ -1.46% (-45) YoY +35.45% (+790)	All Managers (Combined)	$782.1K	0.3% ($782.1K/$251.5M)	QoQ -36.76% (-$454.8K) YoY +99.69% (+$390.5K)
(cusip464287390)✕	31.8K	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$748.9K	0.3% ($748.9K/$251.5M)	QoQ +12.62% (+$84.0K) YoY -17.19% (-$155.5K)
AMERICAN EXPRESS CO(AXPcusip025816109)	2.7K	QoQ -0.61% (-17) YoY +8.19% (+208)	All Managers (Combined)	$738.5K	0.3% ($738.5K/$251.5M)	QoQ -9.90% (-$81.2K) YoY +27.85% (+$160.9K)
BRISTOL MYERS SQUIBB CO(BMYcusip110122108)	11.6K	QoQ -4.12% (-500) YoY -25.99% (-4.1K)	All Managers (Combined)	$708.0K	0.3% ($708.0K/$251.5M)	QoQ +3.37% (-$23.1K) YoY -16.76% (-$142.6K)
(cusip464287101)✕	2.6K	QoQ 0.00% (-0) YoY +0.27% (+7)	All Managers (Combined)	$695.8K	0.3% ($695.8K/$251.5M)	QoQ -6.23% (-$46.3K) YoY +9.76% (+$61.9K)
WESTERN ASSET MANAGED MUNICIPALS FUND INC.(MMUcusip95766M105)	67.6K	QoQ +1.56% (+1.0K) YoY +4.72% (+3.0K)	All Managers (Combined)	$695.2K	0.3% ($695.2K/$251.5M)	QoQ +2.46% (+$16.7K) YoY +3.11% (+$21.0K)
(cusip464286400)✕	26.5K	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$685.0K	0.3% ($685.0K/$251.5M)	QoQ +14.83% (+$88.5K) YoY -20.26% (-$174.1K)
(cusip464289131)✕	62.5K	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$673.1K	0.3% ($673.1K/$251.5M)	QoQ +16.43% (+$95.0K) YoY -25.92% (-$235.6K)
Intercontinental Exchange, Inc.(ICEcusip45866F104)	3.6K	QoQ 0.00% (+0) YoY +32.40% (+874)	All Managers (Combined)	$616.0K	0.2% ($616.0K/$251.5M)	QoQ +15.76% (+$83.9K) YoY +66.19% (+$245.3K)
(VTVcusip922908744)	3.5K	QoQ 0.00% (+0) YoY -12.50% (-507)	All Managers (Combined)	$612.5K	0.2% ($612.5K/$251.5M)	QoQ +2.03% (+$12.2K) YoY -7.20% (-$47.5K)
AMGEN INC(AMGNcusip031162100)	2.0K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$610.6K	0.2% ($610.6K/$251.5M)	QoQ +19.53% (+$99.8K) YoY +9.57% (+$53.4K)
(cusip98149E303)✕	9.5K	QoQ 0.00% (+0) YoY NEW(+9.5K)	All Managers (Combined)	$588.0K	0.2% ($588.0K/$251.5M)	QoQ +19.04% (+$94.0K) YoY NEW(+$588.0K)