Indiana Trust & Investment Management Co
•CIK: 1356407•Filing: Q4 2025
**Indiana Trust & Investment Management CO** manages $339M across a diversified portfolio of 478 holdings. The fund exhibits significant concentration in technology and growth names, notably allocating $34.2M to NVDA and $17.9M to AAPL. Core positions also include substantial exposure to broad market indices via SPY ($28.5M) and strategic allocations to healthcare and e-commerce leaders like LLY ($13.3M) and AMZN ($10.6M). This positioning suggests a conviction-driven strategy targeting established market leaders and high-growth sectors.
Total AUM
$339.1M
QoQ Performance
+3.2%
Positions
478
Top 10 Concentration
47.2%
Latest Filing
Q4 2025
Top Holdings Allocation
NVDA
SPY
AAPL
NVDA10.1%
SPY8.4%
AAPL5.3%
GOOGL4.7%
LLY3.9%
AMZN3.1%
JPM3.0%
IWB2.8%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other34.9%
Technology28.1%
ETF10.0%
Consumer7.9%
Financial7.3%
Healthcare6.7%
Industrial3.0%
Energy0.8%
🚪 Exited Positionssold since Q3 2025
+256 more exited positions
Changes from Q3 2025
NEW1 new position
↑27 increased
↓58 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023