Indiana Trust & Investment Management Co
CIK 1356407 · Holdings on Mar 31, 2024 · First reported Apr 16, 2024
Top ten holdings
Q1 2024- SPY9.44%
- LLY5.14%
- AAPL4.65%
- NVDA4.23%
- GOOGL2.98%
- IWB2.97%
- AMZN2.47%
- IWF2.33%
- JPM2.14%
- COST2.14%
Share classes counted separately38.49%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- NVDAWeight increased · +1.70 pp2.53% → 4.23%Shares +297 (+2.63%)
- AAPLWeight decreased · -1.29 pp5.94% → 4.65%Shares -1.06K (-1.55%)
- LLYWeight increased · +1.06 pp4.08% → 5.14%Shares +880 (+5.68%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
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 | $23.41M | 9.44% | 44.76K shares | 9.54% → 9.44%-0.10 pp +316 (+0.71%) | Added | ↗▾ |
| 02 | LLYELI LILLY & COCom View history and evidence | $12.74M | 5.14% | 16.38K shares | 4.08% → 5.14%+1.06 pp +880 (+5.68%) | Added | ↗▾ |
| 03 | AAPLAPPLE INCCom View history and evidence | $11.53M | 4.65% | 67.25K shares | 5.94% → 4.65%-1.29 pp -1.06K (-1.55%) | Reduced | ↗▾ |
| 04 | NVDANVIDIA CORPCom View history and evidence | $10.49M | 4.23% | 11.61K shares | 2.53% → 4.23%+1.70 pp +297 (+2.63%) | Added | ↗▾ |
| 05 | GOOGLALPHABET INC-CL ACom View history and evidence | $7.38M | 2.98% | 48.91K shares | 3.07% → 2.98%-0.09 pp +261 (+0.54%) | Added | ↗▾ |
| 06 | IWBISHARES RUSSELL 1000 ETFCom View history and evidence | $7.37M | 2.97% | 25.60K shares | 3.03% → 2.97%-0.06 pp 0 (0.00%) | Unchanged | ↗▾ |
| 07 | AMZNAMAZON.COM INCCom View history and evidence | $6.12M | 2.47% | 33.90K shares | 2.10% → 2.47%+0.37 pp +3.31K (+10.82%) | Added | ↗▾ |
| 08 | IWFISHARES RUSSELL 1000 GROWTHCom View history and evidence | $5.78M | 2.33% | 17.14K shares | 2.35% → 2.33%-0.02 pp 0 (0.00%) | Unchanged | ↗▾ |
| 09 | JPMJPMORGAN CHASE & COCom View history and evidence | $5.32M | 2.14% | 26.54K shares | 2.06% → 2.14%+0.08 pp -217 (-0.81%) | Reduced | ↗▾ |
| 10 | COSTCOSTCO WHOLESALE CORPCom View history and evidence | $5.31M | 2.14% | 7.24K shares | 1.98% → 2.14%+0.16 pp +583 (+8.76%) | Added | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 20
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| SCHB SCHWAB US BROAD MARKET ETF | Non-derivative | -842 | -$46.87K | SEC filing ↗ | SEC filing ↗ |
| FNDA SCHWAB FNDMNTL US SM CO ETF | Non-derivative | -722 | -$39.96K | SEC filing ↗ | SEC filing ↗ |
| SCHM SCHWAB US MID CAP ETF | Non-derivative | -510 | -$38.41K | SEC filing ↗ | SEC filing ↗ |
3 / 20 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 2024-03-31
Data loaded 2026-09-23 · First reported 2024-04-16
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 248028068
}Research all 471 reported holdings.
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