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

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ZIMMER BIOMET HOLDINGS, INC.

ZBH|98956P102

Shares:2.2K

Value:$248.9K

% of Portfolio:0.1% ($248.9K/$251.5M)

GENERAL ELECTRIC CO

GE|369604301

Shares:1.2K

Value:$243.8K

% of Portfolio:0.1% ($243.8K/$251.5M)

81369Y506

Shares:2.6K

Value:$242.9K

% of Portfolio:0.1% ($242.9K/$251.5M)

Phillips 66

PSX|718546104

Shares:1.9K

Value:$240.2K

% of Portfolio:0.1% ($240.2K/$251.5M)

886364876

Shares:13.0K

Value:$235.2K

% of Portfolio:0.1% ($235.2K/$251.5M)

Blackstone Inc.

BX|09260D107

Shares:1.7K

Value:$233.2K

% of Portfolio:0.1% ($233.2K/$251.5M)

ONEOK INC /NEW/

OKE|682680103

Shares:2.3K

Value:$231.6K

% of Portfolio:0.1% ($231.6K/$251.5M)

VERIZON COMMUNICATIONS INC

VZ|92343V104

Shares:5.1K

Value:$230.4K

% of Portfolio:0.1% ($230.4K/$251.5M)

921946406

VYM|921946406

Shares:1.8K

Value:$228.1K

% of Portfolio:0.1% ($228.1K/$251.5M)

TARGET CORP

TGT|87612E106

Shares:2.2K

Value:$227.3K

% of Portfolio:0.1% ($227.3K/$251.5M)

DWS MUNICIPAL INCOME TRUST

KTF|233368109

Shares:24.0K

Value:$225.4K

% of Portfolio:0.1% ($225.4K/$251.5M)

INTUITIVE SURGICAL INC

ISRG|46120E602

Shares:455

Value:$225.3K

% of Portfolio:0.1% ($225.3K/$251.5M)

92206C623

Shares:1.2K

Value:$225.1K

% of Portfolio:0.1% ($225.1K/$251.5M)

46429B663

Shares:1.8K

Value:$223.0K

% of Portfolio:0.1% ($223.0K/$251.5M)

92206C649

Shares:1.7K

Value:$222.3K

% of Portfolio:0.1% ($222.3K/$251.5M)

921937835

BND|921937835

Shares:3.0K

Value:$220.6K

% of Portfolio:0.1% ($220.6K/$251.5M)

464287176

Shares:2.0K

Value:$217.5K

% of Portfolio:0.1% ($217.5K/$251.5M)

LOCKHEED MARTIN CORP

LMT|539830109

Shares:479

Value:$214.0K

% of Portfolio:0.1% ($214.0K/$251.5M)

46137V241

Shares:3.2K

Value:$212.9K

% of Portfolio:0.1% ($212.9K/$251.5M)

PAYCHEX INC

PAYX|704326107

Shares:1.4K

Value:$210.7K

% of Portfolio:0.1% ($210.7K/$251.5M)

Instrument	Shares		Other Manager	Value	% of Portfolio
ZIMMER BIOMET HOLDINGS, INC.(ZBHcusip98956P102)	2.2K	QoQ +2.80% (+60) YoY +7.26% (-149)	All Managers (Combined)	$248.9K	0.1% ($248.9K/$251.5M)	QoQ +10.15% (+$22.9K) YoY -8.01% (-$21.7K)
GENERAL ELECTRIC CO(GEcusip369604301)	1.2K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$243.8K	0.1% ($243.8K/$251.5M)	QoQ +20.00% (+$40.6K) YoY +14.02% (+$30.0K)
(cusip81369Y506)✕	2.6K	QoQ -6.64% (-185) YoY +225.28% (+1.8K)	All Managers (Combined)	$242.9K	0.1% ($242.9K/$251.5M)	QoQ +1.84% (-$4.4K) YoY +221.97% (+$167.4K)
Phillips 66(PSXcusip718546104)	1.9K	QoQ 0.00% (+0) YoY +337.07% (+1.5K)	All Managers (Combined)	$240.2K	0.1% ($240.2K/$251.5M)	QoQ +8.38% (+$18.6K) YoY +230.41% (+$167.5K)
(cusip886364876)✕	13.0K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$235.2K	0.1% ($235.2K/$251.5M)	QoQ -1.44% (-$3.5K) YoY +2.05% (+$4.7K)
Blackstone Inc.(BXcusip09260D107)	1.7K	QoQ -8.25% (-150) YoY +1234.40% (+1.5K)	All Managers (Combined)	$233.2K	0.1% ($233.2K/$251.5M)	QoQ -25.61% (-$80.3K) YoY +1319.84% (+$216.7K)
ONEOK INC /NEW/(OKEcusip682680103)	2.3K	QoQ 0.00% (-0) YoY NEW(+2.3K)	All Managers (Combined)	$231.6K	0.1% ($231.6K/$251.5M)	QoQ -1.17% (-$2.8K) YoY NEW(+$231.6K)
VERIZON COMMUNICATIONS INC(VZcusip92343V104)	5.1K	QoQ +4.42% (+215) YoY -33.72% (-2.6K)	All Managers (Combined)	$230.4K	0.1% ($230.4K/$251.5M)	QoQ +18.44% (+$35.9K) YoY -28.35% (-$91.2K)
(VYMcusip921946406)	1.8K	QoQ 0.00% (+0) YoY +79.59% (+784)	All Managers (Combined)	$228.1K	0.1% ($228.1K/$251.5M)	QoQ +1.07% (+$2.4K) YoY +91.42% (+$109.0K)
TARGET CORP(TGTcusip87612E106)	2.2K	QoQ +4.31% (-90) YoY -0.90% (-20)	All Managers (Combined)	$227.3K	0.1% ($227.3K/$251.5M)	QoQ -19.47% (-$55.0K) YoY -41.64% (-$162.2K)
DWS MUNICIPAL INCOME TRUST(KTFcusip233368109)	24.0K	QoQ -38.35% (-15.0K) YoY -74.95% (-71.9K)	All Managers (Combined)	$225.4K	0.1% ($225.4K/$251.5M)	QoQ -38.81% (-$143.0K) YoY -73.98% (-$640.9K)
INTUITIVE SURGICAL INC(ISRGcusip46120E602)	455	QoQ -9.00% (-45) YoY -4.21% (-20)	All Managers (Combined)	$225.3K	0.1% ($225.3K/$251.5M)	QoQ -13.65% (-$35.6K) YoY +18.87% (-$35.8K)
(cusip92206C623)✕	1.2K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$225.1K	0.1% ($225.1K/$251.5M)	QoQ -11.31% (-$28.7K) YoY -5.44% (-$13.0K)
(cusip46429B663)✕	1.8K	QoQ 0.00% (+0) YoY +6.97% (+120)	All Managers (Combined)	$223.0K	0.1% ($223.0K/$251.5M)	QoQ +7.89% (+$16.3K) YoY +17.56% (+$33.3K)
(cusip92206C649)✕	1.7K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$222.3K	0.1% ($222.3K/$251.5M)	QoQ -7.96% (-$19.2K) YoY -4.81% (-$11.2K)
(BNDcusip921937835)	3.0K	QoQ +29930.00% (+3.0K) YoY +1330.00% (+2.8K)	All Managers (Combined)	$220.6K	0.1% ($220.6K/$251.5M)	QoQ +30577.32% (+$219.9K) YoY +1346.17% (+$205.3K)
(cusip464287176)✕	2.0K	QoQ -0.10% (-2) YoY -2.82% (-57)	All Managers (Combined)	$217.5K	0.1% ($217.5K/$251.5M)	QoQ +4.15% (-$8.7K) YoY +0.50% (-$1.1K)
LOCKHEED MARTIN CORP(LMTcusip539830109)	479	QoQ 0.00% (-0) YoY -33.10% (-237)	All Managers (Combined)	$214.0K	0.1% ($214.0K/$251.5M)	QoQ -8.07% (-$18.8K) YoY -34.30% (-$111.7K)
(cusip46137V241)✕	3.2K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$212.9K	0.1% ($212.9K/$251.5M)	QoQ -1.02% (-$2.2K) YoY +9.79% (+$19.0K)
PAYCHEX INC(PAYXcusip704326107)	1.4K	QoQ -12.99% (-204) YoY -12.99% (-204)	All Managers (Combined)	$210.7K	0.1% ($210.7K/$251.5M)	QoQ -4.26% (-$9.4K) YoY +9.31% (-$17.9K)