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 7 of 24

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92203J407

BNDX|92203J407

Shares:7.0K

Value:$341.7K

% of Portfolio:0.1% ($341.7K/$251.5M)

464287150

ITOT|464287150

Shares:2.8K

Value:$336.5K

% of Portfolio:0.1% ($336.5K/$251.5M)

NORFOLK SOUTHERN CORP

NSC|655844108

Shares:1.4K

Value:$334.4K

% of Portfolio:0.1% ($334.4K/$251.5M)

STARBUCKS CORP

SBUX|855244109

Shares:3.4K

Value:$328.7K

% of Portfolio:0.1% ($328.7K/$251.5M)

922908637

VV|922908637

Shares:1.3K

Value:$328.5K

% of Portfolio:0.1% ($328.5K/$251.5M)

BANK OF AMERICA CORP /DE/

BAC|060505104

Shares:7.8K

Value:$327.0K

% of Portfolio:0.1% ($327.0K/$251.5M)

26922B105

Shares:10.0K

Value:$323.2K

% of Portfolio:0.1% ($323.2K/$251.5M)

46137V613

PRF|46137V613

Shares:8.0K

Value:$323.1K

% of Portfolio:0.1% ($323.1K/$251.5M)

WILLIAMS SONOMA INC

WSM|969904101

Shares:2.0K

Value:$316.2K

% of Portfolio:0.1% ($316.2K/$251.5M)

Duke Energy CORP

DUK|26441C204

Shares:2.6K

Value:$312.5K

% of Portfolio:0.1% ($312.5K/$251.5M)

Salesforce, Inc.

CRM|79466L302

Shares:1.2K

Value:$310.8K

% of Portfolio:0.1% ($310.8K/$251.5M)

RTX Corp

RTX|75513E101

Shares:2.2K

Value:$297.8K

% of Portfolio:0.1% ($297.8K/$251.5M)

COCA COLA CO

KO|191216100

Shares:4.1K

Value:$296.9K

% of Portfolio:0.1% ($296.9K/$251.5M)

EMERSON ELECTRIC CO

EMR|291011104

Shares:2.6K

Value:$285.5K

% of Portfolio:0.1% ($285.5K/$251.5M)

FREEPORT-MCMORAN INC

FCX|35671D857

Shares:7.2K

Value:$273.2K

% of Portfolio:0.1% ($273.2K/$251.5M)

Elevance Health, Inc.

ELV|036752103

Shares:619

Value:$269.2K

% of Portfolio:0.1% ($269.2K/$251.5M)

ENTERPRISE PRODUCTS PARTNERS L.P.

EPD|293792107

Shares:7.7K

Value:$262.7K

% of Portfolio:0.1% ($262.7K/$251.5M)

AT&T INC.

T|00206R102

Shares:9.2K

Value:$260.2K

% of Portfolio:0.1% ($260.2K/$251.5M)

922908751

VB|922908751

Shares:1.2K

Value:$259.4K

% of Portfolio:0.1% ($259.4K/$251.5M)

464287671

IUSG|464287671

Shares:2.0K

Value:$258.4K

% of Portfolio:0.1% ($258.4K/$251.5M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(BNDXcusip92203J407)	7.0K	QoQ 0.00% (-0) YoY NEW(+7.0K)	All Managers (Combined)	$341.7K	0.1% ($341.7K/$251.5M)	QoQ -0.46% (-$1.6K) YoY NEW(+$341.7K)
(ITOTcusip464287150)	2.8K	QoQ 0.00% (-0) YoY +2257.26% (+2.6K)	All Managers (Combined)	$336.5K	0.1% ($336.5K/$251.5M)	QoQ -5.13% (-$18.2K) YoY +2394.46% (+$323.0K)
NORFOLK SOUTHERN CORP(NSCcusip655844108)	1.4K	QoQ 0.00% (+0) YoY -4.40% (-65)	All Managers (Combined)	$334.4K	0.1% ($334.4K/$251.5M)	QoQ +0.91% (+$3.0K) YoY -11.15% (-$42.0K)
STARBUCKS CORP(SBUXcusip855244109)	3.4K	QoQ 0.00% (+0) YoY +6.55% (+206)	All Managers (Combined)	$328.7K	0.1% ($328.7K/$251.5M)	QoQ +7.49% (+$22.9K) YoY +14.36% (+$41.3K)
(VVcusip922908637)	1.3K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$328.5K	0.1% ($328.5K/$251.5M)	QoQ -4.69% (-$16.2K) YoY +7.20% (+$22.1K)
BANK OF AMERICA CORP /DE/(BACcusip060505104)	7.8K	QoQ 0.00% (-0) YoY +91.26% (+3.7K)	All Managers (Combined)	$327.0K	0.1% ($327.0K/$251.5M)	QoQ -5.05% (-$17.4K) YoY +110.47% (+$171.6K)
(cusip26922B105)✕	10.0K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$323.2K	0.1% ($323.2K/$251.5M)	QoQ -4.40% (-$14.9K) YoY +2.13% (+$6.8K)
(PRFcusip46137V613)	8.0K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$323.1K	0.1% ($323.1K/$251.5M)	QoQ +0.17% (+$560) YoY +5.04% (+$15.5K)
WILLIAMS SONOMA INC(WSMcusip969904101)	2.0K	QoQ 0.00% (-0) YoY +100.00% (-1.0K)	All Managers (Combined)	$316.2K	0.1% ($316.2K/$251.5M)	QoQ -14.62% (-$54.2K) YoY -0.41% (-$1.3K)
Duke Energy CORP(DUKcusip26441C204)	2.6K	QoQ +19.32% (+415) YoY +25.15% (+515)	All Managers (Combined)	$312.5K	0.1% ($312.5K/$251.5M)	QoQ +35.08% (+$81.2K) YoY +57.84% (+$114.5K)
Salesforce, Inc.(CRMcusip79466L302)	1.2K	QoQ 0.00% (-0) YoY -5.77% (-71)	All Managers (Combined)	$310.8K	0.1% ($310.8K/$251.5M)	QoQ -19.73% (-$76.4K) YoY -16.04% (-$59.4K)
RTX Corp(RTXcusip75513E101)	2.2K	QoQ 0.00% (+0) YoY -29.68% (-949)	All Managers (Combined)	$297.8K	0.1% ($297.8K/$251.5M)	QoQ +14.46% (+$37.6K) YoY -4.50% (-$14.0K)
COCA COLA CO(KOcusip191216100)	4.1K	QoQ +0.24% (+10) YoY -12.71% (-604)	All Managers (Combined)	$296.9K	0.1% ($296.9K/$251.5M)	QoQ +15.31% (+$39.4K) YoY +2.17% (-$6.3K)
EMERSON ELECTRIC CO(EMRcusip291011104)	2.6K	QoQ 0.00% (-0) YoY -7.98% (-226)	All Managers (Combined)	$285.5K	0.1% ($285.5K/$251.5M)	QoQ -11.53% (-$37.2K) YoY -11.05% (-$35.5K)
FREEPORT-MCMORAN INC(FCXcusip35671D857)	7.2K	QoQ -16.58% (-1.4K) YoY -36.71% (-4.2K)	All Managers (Combined)	$273.2K	0.1% ($273.2K/$251.5M)	QoQ -17.07% (-$56.2K) YoY -49.04% (-$262.9K)
Elevance Health, Inc.(ELVcusip036752103)	619	QoQ 0.00% (+0) YoY -5.06% (-33)	All Managers (Combined)	$269.2K	0.1% ($269.2K/$251.5M)	QoQ +17.90% (+$40.9K) YoY -20.36% (-$68.8K)
ENTERPRISE PRODUCTS PARTNERS L.P.(EPDcusip293792107)	7.7K	QoQ 0.00% (+0) YoY +103.59% (+3.9K)	All Managers (Combined)	$262.7K	0.1% ($262.7K/$251.5M)	QoQ +8.86% (+$21.4K) YoY +138.20% (+$152.4K)
AT&T INC.(Tcusip00206R102)	9.2K	QoQ +8.29% (+705) YoY +5.02% (+440)	All Managers (Combined)	$260.2K	0.1% ($260.2K/$251.5M)	QoQ +34.50% (+$66.8K) YoY +68.75% (+$106.0K)
(VBcusip922908751)	1.2K	QoQ 0.00% (-0) YoY -9.44% (-122)	All Managers (Combined)	$259.4K	0.1% ($259.4K/$251.5M)	QoQ -7.71% (-$21.7K) YoY -12.15% (-$35.9K)
(IUSGcusip464287671)	2.0K	QoQ 0.00% (-0) YoY NEW(+2.0K)	All Managers (Combined)	$258.4K	0.1% ($258.4K/$251.5M)	QoQ -8.80% (-$24.9K) YoY NEW(+$258.4K)