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 9 of 24

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921910816

MGK|921910816

Shares:680

Value:$210.0K

% of Portfolio:0.1% ($210.0K/$251.5M)

NISOURCE INC.

NI|65473P105

Shares:5.2K

Value:$210.0K

% of Portfolio:0.1% ($210.0K/$251.5M)

Energy Transfer LP

ET|29273V100

Shares:11.2K

Value:$208.6K

% of Portfolio:0.1% ($208.6K/$251.5M)

BOEING CO

BA|097023105

Shares:1.2K

Value:$205.5K

% of Portfolio:0.1% ($205.5K/$251.5M)

81369Y803

XLK|81369Y803

Shares:984

Value:$203.2K

% of Portfolio:0.1% ($203.2K/$251.5M)

GOLDMAN SACHS GROUP INC

GS|38141G104

Shares:370

Value:$202.1K

% of Portfolio:0.1% ($202.1K/$251.5M)

DANAHER CORP /DE/

DHR|235851102

Shares:982

Value:$201.3K

% of Portfolio:0.1% ($201.3K/$251.5M)

APPLIED MATERIALS INC /DE

AMAT|038222105

Shares:1.4K

Value:$195.9K

% of Portfolio:0.1% ($195.9K/$251.5M)

FEDEX CORP

FDX|31428X106

Shares:796

Value:$194.0K

% of Portfolio:0.1% ($194.0K/$251.5M)

NUCOR CORP

NUE|670346105

Shares:1.6K

Value:$193.5K

% of Portfolio:0.1% ($193.5K/$251.5M)

KIMBERLY CLARK CORP

KMB|494368103

Shares:1.3K

Value:$190.3K

% of Portfolio:0.1% ($190.3K/$251.5M)

SOUTHERN CO

SO|842587107

Shares:2.1K

Value:$189.4K

% of Portfolio:0.1% ($189.4K/$251.5M)

UNITED PARCEL SERVICE INC

UPS|911312106

Shares:1.7K

Value:$188.0K

% of Portfolio:0.1% ($188.0K/$251.5M)

YUM BRANDS INC

YUM|988498101

Shares:1.2K

Value:$187.3K

% of Portfolio:0.1% ($187.3K/$251.5M)

ALTRIA GROUP, INC.

MO|02209S103

Shares:3.0K

Value:$183.1K

% of Portfolio:0.1% ($183.1K/$251.5M)

Select Water Solutions, Inc.

WTTR|81617J301

Shares:17.3K

Value:$181.8K

% of Portfolio:0.1% ($181.8K/$251.5M)

SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST

DIA|78467X109

Shares:421

Value:$176.8K

% of Portfolio:0.1% ($176.8K/$251.5M)

464288638

Shares:3.3K

Value:$171.7K

% of Portfolio:0.1% ($171.7K/$251.5M)

US BANCORP \DE\

USB|902973304

Shares:4.0K

Value:$169.9K

% of Portfolio:0.1% ($169.9K/$251.5M)

MORGAN STANLEY

MS|617446448

Shares:1.4K

Value:$162.6K

% of Portfolio:0.1% ($162.6K/$251.5M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(MGKcusip921910816)	680	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$210.0K	0.1% ($210.0K/$251.5M)	QoQ -10.05% (-$23.5K) YoY +7.76% (+$15.1K)
NISOURCE INC.(NIcusip65473P105)	5.2K	QoQ 0.00% (+0) YoY +6.07% (+300)	All Managers (Combined)	$210.0K	0.1% ($210.0K/$251.5M)	QoQ +9.05% (+$17.4K) YoY +53.74% (+$73.4K)
Energy Transfer LP(ETcusip29273V100)	11.2K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$208.6K	0.1% ($208.6K/$251.5M)	QoQ -5.10% (-$11.2K) YoY +18.18% (+$32.1K)
BOEING CO(BAcusip097023105)	1.2K	QoQ 0.00% (-0) YoY -45.47% (-1.0K)	All Managers (Combined)	$205.5K	0.1% ($205.5K/$251.5M)	QoQ -3.64% (-$7.8K) YoY -51.81% (-$221.0K)
(XLKcusip81369Y803)	984	QoQ 0.00% (-0) YoY -24.94% (-327)	All Managers (Combined)	$203.2K	0.1% ($203.2K/$251.5M)	QoQ -11.19% (-$25.6K) YoY -25.58% (-$69.9K)
GOLDMAN SACHS GROUP INC(GScusip38141G104)	370	QoQ -2.63% (-10) YoY -9.53% (-39)	All Managers (Combined)	$202.1K	0.1% ($202.1K/$251.5M)	QoQ -7.10% (-$15.5K) YoY +18.31% (-$31.3K)
DANAHER CORP /DE/(DHRcusip235851102)	982	QoQ 0.00% (-0) YoY +29.55% (+224)	All Managers (Combined)	$201.3K	0.1% ($201.3K/$251.5M)	QoQ -10.69% (-$24.1K) YoY +6.35% (+$12.0K)
APPLIED MATERIALS INC /DE(AMATcusip038222105)	1.4K	QoQ -33.66% (-685) YoY -65.16% (-2.5K)	All Managers (Combined)	$195.9K	0.1% ($195.9K/$251.5M)	QoQ -40.80% (-$135.0K) YoY -75.48% (-$603.2K)
FEDEX CORP(FDXcusip31428X106)	796	QoQ 0.00% (-0) YoY -45.51% (-665)	All Managers (Combined)	$194.0K	0.1% ($194.0K/$251.5M)	QoQ -13.34% (-$29.9K) YoY -54.15% (-$229.3K)
NUCOR CORP(NUEcusip670346105)	1.6K	QoQ 0.00% (+0) YoY -8.89% (-157)	All Managers (Combined)	$193.5K	0.1% ($193.5K/$251.5M)	QoQ +3.11% (+$5.8K) YoY -44.60% (-$155.8K)
KIMBERLY CLARK CORP(KMBcusip494368103)	1.3K	QoQ 0.00% (+0) YoY -1.10% (-15)	All Managers (Combined)	$190.3K	0.1% ($190.3K/$251.5M)	QoQ +8.53% (+$15.0K) YoY +8.73% (-$15.3K)
SOUTHERN CO(SOcusip842587107)	2.1K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$189.4K	0.1% ($189.4K/$251.5M)	QoQ +11.69% (+$19.8K) YoY +28.17% (+$41.6K)
UNITED PARCEL SERVICE INC(UPScusip911312106)	1.7K	QoQ 0.00% (-0) YoY -31.91% (-801)	All Managers (Combined)	$188.0K	0.1% ($188.0K/$251.5M)	QoQ -12.77% (-$27.5K) YoY -49.61% (-$185.1K)
YUM BRANDS INC(YUMcusip988498101)	1.2K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$187.3K	0.1% ($187.3K/$251.5M)	QoQ +17.29% (+$27.6K) YoY +13.49% (+$22.3K)
ALTRIA GROUP, INC.(MOcusip02209S103)	3.0K	QoQ 0.00% (+0) YoY -12.17% (-423)	All Managers (Combined)	$183.1K	0.1% ($183.1K/$251.5M)	QoQ +14.78% (+$23.6K) YoY +20.83% (-$31.6K)
Select Water Solutions, Inc.(WTTRcusip81617J301)	17.3K	QoQ 0.00% (-0) YoY NEW(+17.3K)	All Managers (Combined)	$181.8K	0.1% ($181.8K/$251.5M)	QoQ -20.69% (-$47.4K) YoY NEW(+$181.8K)
SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST(DIAcusip78467X109)	421	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$176.8K	0.1% ($176.8K/$251.5M)	QoQ -1.32% (-$2.4K) YoY +5.56% (+$9.3K)
(cusip464288638)✕	3.3K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$171.7K	0.1% ($171.7K/$251.5M)	QoQ +1.96% (+$3.3K) YoY +1.78% (+$3.0K)
US BANCORP \DE\(USBcusip902973304)	4.0K	QoQ 0.00% (-0) YoY -12.08% (-553)	All Managers (Combined)	$169.9K	0.1% ($169.9K/$251.5M)	QoQ -11.72% (-$22.6K) YoY -16.96% (-$34.7K)
MORGAN STANLEY(MScusip617446448)	1.4K	QoQ 0.00% (-0) YoY +3.95% (+53)	All Managers (Combined)	$162.6K	0.1% ($162.6K/$251.5M)	QoQ -7.19% (-$12.6K) YoY +28.80% (+$36.4K)