Indiana Trust & Investment Management Co
Annual return '25
+17.9%
SPY '25
+17.7%
Alpha
+0.2ptsvs SPY
Invested
$323.8M
Holdings
485
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 98%. 3 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$NVDA
Nvidia Corp Com
Q1 2026: Sold 0.5% (183.2k → 182.3k shares)
9.8%
02
$SPY
State Street SPDR S&P 500 ETF Trust
Q1 2026: Sold 0.9% (41.8k → 41.4k shares)
8.3%
03
$AAPL
Apple Computer Inc Com
Q1 2026: Sold 2.8% (65.8k → 64.0k shares)
5.0%
04
$GOOGL
Alphabet Inc Cap Stock Cl A (Google)
Q1 2026: Increased +0.8% (51.2k → 51.6k shares)
4.6%
05
$LLY
Eli Lilly & CO Com
Q4 2025: New position (84 shares)
3.6%
06
$JPM
JPMorgan Chase & Co Com
Q1 2026: Increased +4.2% (31.8k → 33.1k shares)
3.0%
07
$AMZN
Amazon.Com Inc Com
Q1 2026: Sold 1.8% (45.8k → 44.9k shares)
2.9%
08
$IWB
iShares Russell 1000 Index
Q4 2025: New position (25.6k shares)
2.8%
09
$IWF
iShares Russell 1000 Growth Index
Q4 2025: New position (17.6k shares)
2.3%
10
$CAT
Caterpillar Inc Com
Q1 2026: Increased +10.5% (9.5k → 10.5k shares)
2.3%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 18:14 UTC.