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 6 of 24

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Walt Disney Co

DIS|254687106

Shares:4.5K

Value:$445.1K

% of Portfolio:0.2% ($445.1K/$251.5M)

EQUITY RESIDENTIAL

EQR|29476L107

Shares:6.1K

Value:$439.1K

% of Portfolio:0.2% ($439.1K/$251.5M)

METLIFE INC

MET|59156R108

Shares:5.3K

Value:$427.7K

% of Portfolio:0.2% ($427.7K/$251.5M)

46428Q109

Shares:13.7K

Value:$423.6K

% of Portfolio:0.2% ($423.6K/$251.5M)

46137V357

RSP|46137V357

Shares:2.4K

Value:$423.4K

% of Portfolio:0.2% ($423.4K/$251.5M)

92204A306

VDE|92204A306

Shares:3.2K

Value:$415.1K

% of Portfolio:0.2% ($415.1K/$251.5M)

WELLS FARGO & COMPANY/MN

WFC|949746101

Shares:5.8K

Value:$414.9K

% of Portfolio:0.2% ($414.9K/$251.5M)

PFIZER INC

PFE|717081103

Shares:16.3K

Value:$412.3K

% of Portfolio:0.2% ($412.3K/$251.5M)

464285204

Shares:6.9K

Value:$405.9K

% of Portfolio:0.2% ($405.9K/$251.5M)

921937819

BIV|921937819

Shares:5.3K

Value:$405.8K

% of Portfolio:0.2% ($405.8K/$251.5M)

UNION PACIFIC CORP

UNP|907818108

Shares:1.7K

Value:$401.6K

% of Portfolio:0.2% ($401.6K/$251.5M)

Medtronic plc

MDT|G5960L103

Shares:4.4K

Value:$399.0K

% of Portfolio:0.2% ($399.0K/$251.5M)

SPDR GOLD TRUST

GLD|78463V107

Shares:1.4K

Value:$397.1K

% of Portfolio:0.2% ($397.1K/$251.5M)

UNITEDHEALTH GROUP INC

UNH|91324P102

Shares:754

Value:$394.9K

% of Portfolio:0.2% ($394.9K/$251.5M)

ILLINOIS TOOL WORKS INC

ITW|452308109

Shares:1.6K

Value:$392.1K

% of Portfolio:0.2% ($392.1K/$251.5M)

CISCO SYSTEMS, INC.

CSCO|17275R102

Shares:6.3K

Value:$385.9K

% of Portfolio:0.2% ($385.9K/$251.5M)

LINDE PLC

LIN|G54950103

Shares:800

Value:$372.5K

% of Portfolio:0.1% ($372.5K/$251.5M)

CHIPOTLE MEXICAN GRILL INC

CMG|169656105

Shares:7.3K

Value:$365.8K

% of Portfolio:0.1% ($365.8K/$251.5M)

464287234

EEM|464287234

Shares:8.1K

Value:$353.1K

% of Portfolio:0.1% ($353.1K/$251.5M)

464287606

IJK|464287606

Shares:4.1K

Value:$344.7K

% of Portfolio:0.1% ($344.7K/$251.5M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Walt Disney Co(DIScusip254687106)	4.5K	QoQ -7.63% (-373) YoY -32.71% (-2.2K)	All Managers (Combined)	$445.1K	0.2% ($445.1K/$251.5M)	QoQ -18.13% (-$98.6K) YoY -45.72% (-$375.0K)
EQUITY RESIDENTIAL(EQRcusip29476L107)	6.1K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$439.1K	0.2% ($439.1K/$251.5M)	QoQ -0.25% (-$1.1K) YoY +13.42% (+$52.0K)
METLIFE INC(METcusip59156R108)	5.3K	QoQ 0.00% (-0) YoY -0.96% (-52)	All Managers (Combined)	$427.7K	0.2% ($427.7K/$251.5M)	QoQ -1.94% (-$8.5K) YoY +7.29% (-$29.1K)
(cusip46428Q109)✕	13.7K	QoQ 0.00% (+0) YoY +1940.29% (+13.0K)	All Managers (Combined)	$423.6K	0.2% ($423.6K/$251.5M)	QoQ +17.69% (+$63.7K) YoY +2679.19% (+$408.4K)
(RSPcusip46137V357)	2.4K	QoQ +4.39% (+103) YoY -7.63% (-202)	All Managers (Combined)	$423.4K	0.2% ($423.4K/$251.5M)	QoQ +3.20% (+$13.2K) YoY -5.52% (-$24.8K)
(VDEcusip92204A306)	3.2K	QoQ 0.00% (+0) YoY NEW(+3.2K)	All Managers (Combined)	$415.1K	0.2% ($415.1K/$251.5M)	QoQ +6.92% (+$26.9K) YoY NEW(+$415.1K)
WELLS FARGO & COMPANY/MN(WFCcusip949746101)	5.8K	QoQ 0.00% (+0) YoY +15.25% (+765)	All Managers (Combined)	$414.9K	0.2% ($414.9K/$251.5M)	QoQ +2.20% (+$9.0K) YoY +42.75% (+$124.3K)
PFIZER INC(PFEcusip717081103)	16.3K	QoQ +1.60% (-257) YoY -3.92% (-664)	All Managers (Combined)	$412.3K	0.2% ($412.3K/$251.5M)	QoQ -2.95% (-$12.5K) YoY -12.26% (-$57.6K)
(cusip464285204)✕	6.9K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$405.9K	0.2% ($405.9K/$251.5M)	QoQ +19.08% (+$65.1K) YoY +40.34% (+$116.7K)
(BIVcusip921937819)	5.3K	QoQ 0.00% (+0) YoY NEW(+5.3K)	All Managers (Combined)	$405.8K	0.2% ($405.8K/$251.5M)	QoQ +2.46% (+$9.8K) YoY NEW(+$405.8K)
UNION PACIFIC CORP(UNPcusip907818108)	1.7K	QoQ 0.00% (+0) YoY +152.97% (+1.0K)	All Managers (Combined)	$401.6K	0.2% ($401.6K/$251.5M)	QoQ +3.59% (+$13.9K) YoY +143.00% (+$236.3K)
Medtronic plc(MDTcusipG5960L103)	4.4K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$399.0K	0.2% ($399.0K/$251.5M)	QoQ +12.49% (+$44.3K) YoY +3.10% (+$12.0K)
SPDR GOLD TRUST(GLDcusip78463V107)	1.4K	QoQ 0.00% (+0) YoY +20.66% (+236)	All Managers (Combined)	$397.1K	0.2% ($397.1K/$251.5M)	QoQ +19.00% (+$63.4K) YoY +69.00% (+$162.1K)
UNITEDHEALTH GROUP INC(UNHcusip91324P102)	754	QoQ -7.37% (-60) YoY +6.95% (+49)	All Managers (Combined)	$394.9K	0.2% ($394.9K/$251.5M)	QoQ -4.09% (-$16.9K) YoY +13.23% (+$46.1K)
ILLINOIS TOOL WORKS INC(ITWcusip452308109)	1.6K	QoQ 0.00% (-0) YoY -0.62% (-10)	All Managers (Combined)	$392.1K	0.2% ($392.1K/$251.5M)	QoQ -2.18% (-$8.8K) YoY -8.15% (-$34.8K)
CISCO SYSTEMS, INC.(CSCOcusip17275R102)	6.3K	QoQ 0.00% (+0) YoY -20.96% (-1.7K)	All Managers (Combined)	$385.9K	0.2% ($385.9K/$251.5M)	QoQ +4.23% (+$15.7K) YoY -2.28% (-$9.0K)
LINDE PLC(LINcusipG54950103)	800	QoQ -19.59% (-195) YoY +220.00% (+550)	All Managers (Combined)	$372.5K	0.1% ($372.5K/$251.5M)	QoQ -10.57% (-$44.1K) YoY +220.90% (+$256.4K)
CHIPOTLE MEXICAN GRILL INC(CMGcusip169656105)	7.3K	QoQ +7.44% (-505) YoY +242733.33% (+7.3K)	All Managers (Combined)	$365.8K	0.1% ($365.8K/$251.5M)	QoQ -10.53% (-$43.1K) YoY +4094.72% (+$357.1K)
(EEMcusip464287234)	8.1K	QoQ -1.27% (-104) YoY -4.87% (-414)	All Managers (Combined)	$353.1K	0.1% ($353.1K/$251.5M)	QoQ +3.16% (-$10.8K) YoY +1.19% (-$4.2K)
(IJKcusip464287606)	4.1K	QoQ 0.00% (-0) YoY +280.07% (+3.0K)	All Managers (Combined)	$344.7K	0.1% ($344.7K/$251.5M)	QoQ -8.41% (-$31.7K) YoY +246.87% (+$245.3K)