Indiana Trust & Investment Management Co
SEC Form 13F institutional filer · CIK 0001356407
13F-HR · 244 reported holdings · 2026-03-31
Reported long-US-equity value
$0.29B
Top-10 concentration
56.7%
Indiana Trust & Investment Management Co — $286M AUM allocation strategy
Indiana Trust & Investment Management Co files SEC Form 13F and reports $286M of long US equity value across 244 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 19.4%, followed by Communication Services 6.8% and Financials 4.9%.
The top 10 holdings account for 57% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Indiana Trust & Investment Management Co — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$286M
total across 244 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
57% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$BLK +67.5K sh · +$676K+$XOM +6.87K sh · +$2.05M+$ADI +2.46K sh · +$856K
Biggest trims (shares)
−$IVZ −36.9K sh · −$385K−$BEN −17.9K sh · −$195K−$ORCL −5.69K sh · −$2.29M
Exited to nil (held last quarter, gone now)
$SOLV ($6.5K last qtr)$MRSH ($5.2K last qtr)$TFC ($787 last qtr)$GEHC ($656 last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Semiconductors11.1%—
- Interactive Media & Services6.8%—
- Technology Hardware, Storage & Peripherals5.7%—
- Pharmaceuticals4.1%—
- Consumer Staples Merchandise Retail3.7%—
- Diversified Banks3.4%—
- Broadline Retail3.3%—
- Construction Machinery & Heavy Transportation Equipment2.6%—
- Other holdings59.3%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
8 of 8 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $NVDA | NVIDIA Corporation | 182K | $31.8M | -973 | 11.1% |
| $AAPL | Apple Inc | 64K | $16.2M | -1.87K | 5.7% |
| $GOOG | Alphabet Inc. Class C Capital Stock | 51.6K | $14.8M | +425 | 5.2% |
| $LLY | Eli Lilly and Company | 12.7K | $11.7M | +350 | 4.1% |
| $JPM | JP Morgan Chase & Co | 33.1K | $9.73M | +1.32K | 3.4% |
| $AMZN | Amazon.com Inc | 44.9K | $9.36M | -823 | 3.3% |
| $CAT | Caterpillar Inc | 10.5K | $7.45M | +996 | 2.6% |
| $COST | Costco Wholesale Corporation | 7.29K | $7.26M | -112 | 2.5% |
…and 236 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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