Indiana Trust & Investment Management Co
CIK 1356407 · Holdings on Dec 31, 2023 · First reported Jan 23, 2024
Top ten holdings
Q4 2023- SPY9.54%
- AAPL5.94%
- LLY4.08%
- GOOGL3.07%
- IWB3.03%
- NVDA2.53%
- IWF2.35%
- AMZN2.10%
- JPM2.06%
- BALL2.00%
Share classes counted separately36.70%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | SPYSS SPDR S&P 500 ETF TRUST-USCom View history and evidence | $21.13M | 9.54% | 44.45K shares | — | ↗▾ | |
| 02 | AAPLAPPLE INCCom View history and evidence | $13.15M | 5.94% | 68.31K shares | — | ↗▾ | |
| 03 | LLYELI LILLY & COCom View history and evidence | $9.04M | 4.08% | 15.50K shares | — | ↗▾ | |
| 04 | GOOGLALPHABET INC-CL ACom View history and evidence | $6.80M | 3.07% | 48.65K shares | — | ↗▾ | |
| 05 | IWBISHARES RUSSELL 1000 ETFCom View history and evidence | $6.71M | 3.03% | 25.60K shares | — | ↗▾ | |
| 06 | NVDANVIDIA CORPCom View history and evidence | $5.60M | 2.53% | 11.31K shares | — | ↗▾ | |
| 07 | IWFISHARES RUSSELL 1000 GROWTHCom View history and evidence | $5.20M | 2.35% | 17.14K shares | — | ↗▾ | |
| 08 | AMZNAMAZON.COM INCCom View history and evidence | $4.65M | 2.10% | 30.59K shares | — | ↗▾ | |
| 09 | JPMJPMORGAN CHASE & COCom View history and evidence | $4.55M | 2.06% | 26.76K shares | — | ↗▾ | |
| 10 | BALLBALL CORPCom View history and evidence | $4.43M | 2.00% | 77.03K shares | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 22
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| 95766P108 Western Asset Municipal Partners Fund Inc. | Non-derivative | — | — | SEC filing ↗ | |
| CYVF CRYSTAL VALLEY FINANCIAL CP | Non-derivative | — | — | SEC filing ↗ | |
| JAAIX JH II ALTERNAT ASST ALL-I | Non-derivative | — | — | SEC filing ↗ |
3 / 22 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1356407 · Period 2023-12-31
Data loaded 2026-09-23 · First reported 2024-01-23
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 221448956
}Research all 447 reported holdings.
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