Indiana Trust & Investment Management Co

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CIK 1356407

13F portfolio (2026-Q1)

$324M

Positions

486

Implied 1Y CAGR

modeled · as filed

Long positions in SEC Section 13(f) securities (US-listed stocks, ADRs and ETFs), largest first · Δ vs 2025-Q4. A lagged quarterly snapshot (filed ≤45 days after quarter-end); excludes shorts, options, cash, and shares listed only on non-US exchanges — foreign companies held via a US listing or ADR (e.g. Alibaba, TSMC) ARE included.

Implied return what this book implies · modeled, not advice methodology →

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As filed = each book applied at its quarter-end (what the reported book did) · As copyable = applied at its statutory 45-day filing deadline (what a 13F follower could have earned).

Computing…

Hypothetical modeled performance constructed with hindsight — not actual results, and not indicative of future results. See the Disclaimer.

Exposures · what this manager owns, by sector & size (2026-Q1)

Holdings

486

Top 5

31.3%

Top 10

44.7%

Effective N

34.0

HHI

0.029

This quarter

32 new · 0 exit →

By sector

Unclassified34.8%

Information Technology20.3%

Consumer Discretionary9.8%

Financials8.5%

Health Care7.1%

Industrials7.0%

Communication Services6.9%

Energy2.5%

Other3.2%

By market cap

Mega (>$200B)47.6%

Unknown35.2%

Large ($10–200B)16.2%

Mid ($2–10B)0.7%

Small ($300M–2B)0.3%

Micro (<$300M)0.0%

By region

North America65.0%

Other34.8%

Europe0.1%

Asia-Pacific0.1%

Latin America0.0%

By industry group GICS — finer than sector

Industry group	Weight	Names
Unclassified	35.27%	183
Semiconductors & Semiconductor Equipment	11.56%	17
Specialty Retail	8.67%	10
Software & IT Services	6.62%	8
Pharmaceuticals & Biotechnology	6.32%	21
Technology Hardware & Equipment	5.68%	18
Banks	5.00%	19
Machinery	4.88%	14
Software	2.50%	9
Oil, Gas & Consumable Fuels	2.50%	19
Commercial Services & Supplies	1.39%	12
Utilities	1.23%	18
Capital Markets	1.11%	11
Aerospace & Defense	1.11%	7
Chemicals	0.88%	14
Insurance	0.85%	13
Health Care Equipment & Supplies	0.75%	11
Hotels, Restaurants & Leisure	0.46%	7
Road & Rail	0.45%	5
Automobiles & Components	0.41%	6
Beverages	0.41%	4
Electrical Equipment & Components	0.32%	5
Distributors	0.29%	5
Equity Real Estate Investment Trusts (REITs)	0.24%	10
Diversified Telecommunication Services	0.15%	3
Communications Equipment	0.14%	3
Metals & Mining	0.13%	5
Entertainment	0.13%	2
Tobacco	0.11%	2
Food Products	0.10%	8
Airlines	0.09%	2
Construction & Engineering	0.07%	3
Health Care Providers & Services	0.05%	1
Media & Entertainment	0.04%	4
Professional Services	0.04%	1
Paper & Forest Products	0.04%	2
Food & Staples Retailing	0.02%	1
Life Sciences Tools & Services	0.01%	1
Diversified Consumer Services	0.00%	1
Construction Materials	0.00%	1

Top holdings

#	Ticker	Name	Sector	Weight
1	NVDA	NVIDIA CORP	Information Technology	9.82%
2	SPY	STATE STR SPDR S&P 500 ETF T	Unclassified	8.31%
3	AAPL	Apple Inc.	Information Technology	5.01%
4	GOOGL	Alphabet Inc.	Communication Services	4.58%
5	LLY	ELI LILLY & Co	Health Care	3.62%
6	JPM	JPMORGAN CHASE & CO	Financials	3.01%
7	AMZN	AMAZON COM INC	Consumer Discretionary	2.89%
8	IWB	ISHARES TR	Unclassified	2.82%
9	IWF	ISHARES TR	Unclassified	2.31%
10	CAT	CATERPILLAR INC	Industrials	2.30%

305/486 names classified · sector 65.2% of weight · industry 64.7% · mkt cap 64.8%; unclassified names shown, never dropped.

Sector allocation over time · how the GICS mix & top names shifted quarter by quarter

top 5/sector, rest → “Other” · 52 quarters

Information TechnologyAAPL, NVDA, ORCL, MSFT, IBM · other

FinancialsJPM, SRCE, AFL, PRU, MET · other

IndustrialsBALL, FISV, BA, CAT, CNI · other

Consumer DiscretionaryCOST, TJX, LOW, AMZN, MCD · other

Health CareLLY, JNJ, ABBV, SYK, MDT · other

Communication ServicesGOOGL, META, DIS, VZ, GOOG · other

MaterialsPG, NKE, APD, CL, KMB · other

EnergyXOM, CVX, SLB, HAL, OII · other

Consumer StaplesPEP, CVS, KO, MO, PM · other

UtilitiesNEE, AEP, PCG, EXC, KMI · other

Real EstateEQR, O, AMT, AHR, WELL · other

UnclassifiedPAAIX, RRESX, PDRDX, JAAIX, SPY · other

Sector is classified on each name's CURRENT fundamentals, not point-in-time — apparent sector drift can reflect the market re-rating a holding, not a manager trade. 13F is a lagged quarterly snapshot of long positions in US-listed securities only — foreign companies held via a US listing or ADR ARE included, but shares listed only on non-US exchanges (plus shorts, options and cash) are not. Latest quarter: 65.2% of the book is sector-classified (unclassified names shown, never dropped).

Style box · size × value-growth placement of the reported book (2026-Q1), classified on current fundamentals (not point-in-time) — load it into PORT to overlay your own portfolio

holdings, colored by sector (245 classified)Indiana Trust & Investment Management Co centroid (Large Core)

Information TechnologyConsumer DiscretionaryFinancialsHealth CareIndustrialsCommunication ServicesEnergyUtilitiesMaterialsConsumer StaplesReal Estate

Style box summary for Indiana Trust & Investment Management Co: centroid Large Core. Heaviest cells: Large Growth 34.2%, Large Core 16.0%, Large Value 7.4%.

Classified: 63.8% of book weight (245/486 names) · unclassified 36.2%: SPY, IWB, IWF, VTI, BRK.A, IVV, IWR, IWC, IWM, VGT +231 more. Size: cap 70/20/10 bands; style: value/growth composite on our own metrics — not Morningstar's model.

Contribution holdings-based, any period

No contribution data for this period.

Holdings· 486 positions (2026-Q1) · largest first · Δ vs 2025-Q4

#	Security	Shares	Value	Weight	Δ QoQ
1	NVDANVIDIA CORPORATION	182,268	$32M	9.8%	HOLD
2	SPYSTATE STR SPDR S&P 500 ETF T	41,367	$27M	8.3%	HOLD
3	AAPLAPPLE INC	63,965	$16M	5.0%	TRIM −3%
4	GOOGLALPHABET INC	51,610	$15M	4.6%	HOLD
5	LLYELI LILLY & CO	12,732	$12M	3.6%	ADD 3%
6	JPMJPMORGAN CHASE & CO	33,087	$10M	3.0%	ADD 4%
7	AMZNAMAZON COM INC	44,945	$9M	2.9%	HOLD
8	IWBISHARES TR	25,598	$9M	2.8%	HOLD
9	IWFISHARES TR	17,516	$7M	2.3%	HOLD
10	CATCATERPILLAR INC	10,515	$7M	2.3%	ADD 10%
11	COSTCOSTCO WHSL CORP NEW	7,289	$7M	2.2%	HOLD
12	VTIVANGUARD INDEX FDS	15,194	$5M	1.5%	ADD 13%
13	METAMETA PLATFORMS INC	7,904	$5M	1.4%	TRIM −16%
14	BALLBALL CORP	76,265	$5M	1.4%	HOLD
15	TJXTJX COS INC NEW	27,451	$4M	1.4%	HOLD
16	XOMEXXON MOBIL CORP	24,848	$4M	1.3%	ADD 38%
17	MSFTMICROSOFT CORP	9,823	$4M	1.1%	TRIM −4%
18	ORCLORACLE CORP	24,608	$4M	1.1%	TRIM −19%
19	WMTWALMART INC	26,711	$3M	1.0%	ADD 10%
20	JNJJOHNSON & JOHNSON	12,549	$3M	0.9%	ADD 6%
21	BRK.ABERKSHIRE HATHAWAY INC DEL	4	$3M	0.9%	HOLD
22	LOWLOWES COS INC	11,368	$3M	0.8%	HOLD
23	IVVISHARES TR	3,760	$2M	0.8%	ADD 7%
24	IWRISHARES TR	24,615	$2M	0.7%	TRIM −3%
25	ABBVABBVIE INC	10,218	$2M	0.7%	HOLD
26	IWCISHARES TR	13,830	$2M	0.7%	HOLD
27	IWMISHARES TR	8,727	$2M	0.7%	TRIM −2%
28	VVISA INC	6,878	$2M	0.6%	HOLD
29	VGTVANGUARD WORLD FD	2,928	$2M	0.6%	HOLD
30	VOOVANGUARD INDEX FDS	3,281	$2M	0.6%	HOLD
31	GOOGALPHABET INC	6,598	$2M	0.6%	HOLD
32	BLKBLACKROCK INC	1,935	$2M	0.6%	HOLD
33	IWDISHARES TR	8,559	$2M	0.6%	HOLD
34	SRCE1ST SOURCE CORP	26,194	$2M	0.6%	TRIM −4%
35	AVGOBROADCOM INC	5,830	$2M	0.6%	ADD 10%
36	QQQINVESCO QQQ TR	3,100	$2M	0.6%	TRIM −2%
37	ETNEATON CORP PLC	4,872	$2M	0.5%	TRIM −10%
38	EFAISHARES TR	17,553	$2M	0.5%	HOLD
39	PGPROCTER AND GAMBLE CO	11,379	$2M	0.5%	HOLD
40	ONBOLD NATL BANCORP IND	72,278	$2M	0.5%	HOLD
41	BRK.BBERKSHIRE HATHAWAY INC DEL	3,114	$1M	0.5%	HOLD
42	AFBALLIANCEBERNSTEIN NATL MUN I	137,000	$1M	0.5%	TRIM −10%
43	APHAMPHENOL CORP	11,580	$1M	0.5%	TRIM −12%
44	EMXCISHARES INC	16,750	$1M	0.4%	HOLD
45	IWVISHARES TR	3,547	$1M	0.4%	HOLD
46	ADIANALOG DEVICES INC	4,020	$1M	0.4%	ADD 158%
47	HONHONEYWELL INTL INC	5,555	$1M	0.4%	HOLD
48	NEENEXTERA ENERGY INC	13,304	$1M	0.4%	TRIM −8%
49	SYKSTRYKER CORPORATION	3,716	$1M	0.4%	TRIM −6%
50	CVXCHEVRON CORP NEW	5,880	$1M	0.4%	TRIM −4%
51	MAMASTERCARD INCORPORATED	2,418	$1M	0.4%	HOLD
52	VGMINVESCO TR INVT GRADE MUNS	122,000	$1M	0.4%	TRIM −25%
53	VONEVanguard Russell 1000 ETF	4,075	$1M	0.4%	HOLD
54	AFLAFLAC INC	10,816	$1M	0.4%	TRIM −7%
55	GDGENERAL DYNAMICS CORP	3,431	$1M	0.4%	TRIM −5%
56	EIMEATON VANCE MUN BD FD	118,000	$1M	0.4%	TRIM −18%
57	GLDSPDR GOLD TR	2,664	$1M	0.4%	ADD 2%
58	ILFISHARES TR	31,800	$1M	0.3%	HOLD
59	VUGVANGUARD INDEX FDS	2,554	$1M	0.3%	HOLD
60	VIGVANGUARD SPECIALIZED FUNDS	4,995	$1M	0.3%	HOLD
61	EWZISHARES INC MSCI BRAZIL ETF	26,500	$1M	0.3%	HOLD
62	VONVVANGUARD SCOTTSDALE FDS	10,596	$993,269	0.3%	HOLD
63	TSLATESLA INC	2,628	$976,959	0.3%	HOLD
64	DVYISHARES TR	6,449	$976,443	0.3%	HOLD
65	MCDMCDONALDS CORP	3,119	$969,354	0.3%	TRIM −7%
66	STXFSTRIVE 500 ETF	23,000	$965,310	0.3%	HOLD
67	MYIBLACKROCK MUNIYIELD QUALITY	91,249	$959,027	0.3%	NEW
68	SLVISHARES SILVER TR	13,670	$931,474	0.3%	HOLD
69	EWZSISHARES TR	62,500	$925,625	0.3%	HOLD
70	PEPPEPSICO INC	5,740	$891,365	0.3%	TRIM −10%
71	GLDMWORLD GOLD TR	9,500	$880,555	0.3%	HOLD
72	FISVFISERV INC	15,506	$865,235	0.3%	TRIM −11%
73	IBMINTERNATIONAL BUSINESS MACHS	3,510	$850,789	0.3%	HOLD
74	JCIJOHNSON CONTROLS INTERNATION	6,360	$832,842	0.3%	TRIM −10%
75	OEFISHARES TR	2,569	$817,122	0.3%	HOLD
76	IJRISHARES TR	6,180	$768,236	0.2%	TRIM −3%
77	MHDBLACKROCK MUNIHOLDINGS FD IN	68,000	$767,040	0.2%	NEW
78	AXPAMERICAN EXPRESS CO	2,526	$764,064	0.2%	TRIM −8%
79	AEPAMERICAN ELEC PWR CO INC	5,597	$733,655	0.2%	TRIM −3%
80	AMGNAMGEN INC	2,065	$726,570	0.2%	HOLD
81	BMYBRISTOL-MYERS SQUIBB CO	11,969	$725,920	0.2%	HOLD
82	CSXCSX CORP	17,514	$718,950	0.2%	HOLD
83	COPCONOCOPHILLIPS	5,378	$709,896	0.2%	TRIM −4%
84	VTVVANGUARD INDEX FDS	3,601	$706,516	0.2%	HOLD
85	MQYBLACKROCK MUNIYILD QULT FD I	64,000	$702,720	0.2%	TRIM −35%
86	APAAPA CORPORATION	16,510	$700,684	0.2%	NEW
87	VTVANGUARD INTL EQUITY INDEX F	4,721	$653,009	0.2%	HOLD
88	VKIINVESCO ADVANTAGE MUN INCOME	75,000	$649,500	0.2%	TRIM −33%
89	IAUISHARES GOLD TR	7,307	$644,185	0.2%	ADD 6%
90	HBNCHORIZON BANCORP INC	38,700	$641,259	0.2%	HOLD
91	IJHISHARES TR	9,388	$633,972	0.2%	TRIM −6%
92	MRKMERCK & CO INC	4,996	$600,969	0.2%	HOLD
93	ABTABBOTT LABS	5,826	$598,155	0.2%	TRIM −8%
94	ICEINTERCONTINENTAL EXCHANGE IN	3,571	$561,647	0.2%	HOLD
95	VDEVANGUARD WORLD FD	3,200	$553,728	0.2%	HOLD
96	VWOVANGUARD INTL EQUITY INDEX F	10,204	$551,526	0.2%	HOLD
97	DEDEERE & CO	973	$548,091	0.2%	HOLD
98	CSCOCISCO SYS INC	6,741	$523,034	0.2%	ADD 8%
99	BACBANK AMERICA CORP	10,685	$520,894	0.2%	HOLD
100	MMUWESTERN ASSET MANAGED MUNS F	50,000	$514,000	0.2%	TRIM −26%
101	SDYSPDR SER TR	3,469	$506,266	0.2%	HOLD
102	GVIISHARES TR	4,652	$496,275	0.2%	HOLD
103	WFCWELLS FARGO CO NEW	6,170	$491,194	0.2%	ADD 7%
104	HDHOME DEPOT INC	1,473	$484,455	0.1%	HOLD
105	PLTRPALANTIR TECHNOLOGIES INC	3,285	$480,530	0.1%	TRIM −7%
106	SYYSYSCO CORP	6,694	$477,483	0.1%	TRIM −4%
107	PFEPFIZER INC	16,653	$467,616	0.1%	HOLD
108	EEMISHARES TR	8,056	$457,500	0.1%	HOLD
109	NKENIKE INC	8,444	$446,012	0.1%	TRIM −5%
110	ITWILLINOIS TOOL WKS INC	1,706	$444,055	0.1%	HOLD
111	QCOMQUALCOMM INC	3,348	$431,155	0.1%	TRIM −40%
112	VNQVANGUARD INDEX FDS	4,715	$418,221	0.1%	TRIM −2%
113	RTXRTX CORPORATION	2,168	$418,207	0.1%	TRIM −4%
114	RSPINVESCO EXCHANGE TRADED FD T	2,172	$416,850	0.1%	TRIM −7%
115	EMREMERSON ELEC CO	3,159	$413,892	0.1%	TRIM −7%
116	UNPUNION PAC CORP	1,700	$412,454	0.1%	HOLD
117	IJKISHARES TR	4,067	$409,222	0.1%	HOLD
118	BIVVANGUARD BD INDEX FDS	5,300	$409,054	0.1%	HOLD
119	DISDISNEY WALT CO	4,212	$405,953	0.1%	TRIM −5%
120	GWWWW GRAINGER INC	370	$403,600	0.1%	HOLD
121	PRUPRUDENTIAL FINL INC	4,092	$399,747	0.1%	HOLD
122	ITOTISHARES TR	2,758	$392,822	0.1%	HOLD
123	KOCOCA COLA CO	5,146	$391,353	0.1%	ADD 24%
124	MDTMEDTRONIC PLC	4,440	$384,726	0.1%	HOLD
125	MSTBETF SER SOLUTIONS	10,000	$382,999	0.1%	HOLD
126	VVVANGUARD INDEX FDS	1,278	$381,930	0.1%	HOLD
127	PRFINVESCO EXCHANGE TRADED FD T	7,995	$380,002	0.1%	HOLD
128	METMETLIFE INC	5,274	$372,977	0.1%	HOLD
129	WSMWILLIAMS SONOMA INC	2,000	$364,660	0.1%	HOLD
130	EQREQUITY RESIDENTIAL	6,134	$362,826	0.1%	HOLD
131	DUKDUKE ENERGY CORP NEW	2,713	$355,240	0.1%	HOLD
132	GEGE AEROSPACE	1,246	$353,577	0.1%	HOLD
133	LQDISHARES TR	3,238	$352,910	0.1%	TRIM −48%
134	PSXPHILLIPS 66	1,900	$346,142	0.1%	TRIM −2%
135	BNDXVANGUARD CHARLOTTE FDS	7,000	$336,350	0.1%	HOLD
136	NADNUVEEN QUALITY MUNCP INCOME	29,000	$333,500	0.1%	TRIM −77%
137	XLESELECT SECTOR SPDR TR	5,272	$322,963	0.1%	TRIM −5%
138	SOSOUTHERN CO	3,336	$321,991	0.1%	ADD 35%
139	VOVANGUARD INDEX FDS	1,103	$316,760	0.1%	TRIM −36%
140	IUSGISHARES TR	2,033	$315,339	0.1%	HOLD
141	GSGOLDMAN SACHS GROUP INC	360	$304,556	0.1%	HOLD
142	NSCNORFOLK SOUTHN CORP	1,057	$303,359	0.1%	TRIM −18%
143	VBVANGUARD INDEX FDS	1,130	$295,970	0.1%	HOLD
144	LMTLOCKHEED MARTIN CORP	482	$291,316	0.1%	TRIM −5%
145	ISRGINTUITIVE SURGICAL INC	625	$288,119	0.1%	HOLD
146	XLKSELECT SECTOR SPDR TR	2,103	$279,489	0.1%	ADD 3%
147	VTWVVANGUARD SCOTTSDALE FDS	1,670	$279,257	0.1%	HOLD
148	SBUXSTARBUCKS CORP	3,095	$277,281	0.1%	TRIM −11%
149	VTWGVANGUARD SCOTTSDALE FDS	1,208	$276,678	0.1%	HOLD
150	EPDENTERPRISE PRODS PARTNERS L	7,294	$276,005	0.1%	TRIM −5%
151	FDXFEDEX CORP	771	$274,615	0.1%	TRIM −3%
152	NUENUCOR CORP	1,608	$271,913	0.1%	HOLD
153	TAT&T INC	9,357	$271,259	0.1%	TRIM −3%
154	MUBISHARES TR	2,526	$268,135	0.1%	ADD 384%
155	XNEAXNUVEEN AMT FREE QLTY MUN INC	23,000	$258,290	0.1%	TRIM −76%
156	JSTCTIDAL TRUST I	13,000	$253,370	0.1%	HOLD
157	HDVISHARES TR	1,841	$249,861	0.1%	HOLD
158	APDAIR PRODS & CHEMS INC	838	$243,431	0.1%	TRIM −27%
159	SPHQINVESCO EXCHANGE TRADED FD T	3,209	$241,285	0.1%	HOLD
160	VYMVANGUARD WHITEHALL FDS	1,629	$241,255	0.1%	TRIM −8%
161	NINISOURCE INC	5,158	$240,672	0.1%	HOLD
162	TSMTAIWAN SEMICONDUCTOR MFG LTD	688	$232,510	0.1%	HOLD
163	MSMORGAN STANLEY	1,394	$229,411	0.1%	HOLD
164	BABOEING CO	1,150	$228,885	0.1%	TRIM −4%
165	MOALTRIA GROUP INC	3,450	$227,666	0.1%	HOLD
166	ETENERGY TRANSFER L P	11,796	$227,663	0.1%	HOLD
167	BNDVANGUARD BD INDEX FDS	3,007	$221,435	0.1%	HOLD
168	AMATAPPLIED MATLS INC	634	$216,695	0.1%	HOLD
169	OKEONEOK INC NEW	2,334	$210,970	0.1%	HOLD
170	VZVERIZON COMMUNICATIONS INC	4,182	$209,936	0.1%	HOLD
171	USBUS BANCORP	4,024	$209,288	0.1%	HOLD
172	BEPBROOKFIELD RENEWABLE PARTNER	6,410	$209,222	0.1%	HOLD
173	LHXL3HARRIS TECHNOLOGIES INC	580	$200,187	0.1%	HOLD
174	DIASPDR DOW JONES INDL AVERAGE	421	$195,003	0.1%	HOLD
175	IVWISHARES TR	1,712	$193,644	0.1%	ADD 18%
176	BXBLACKSTONE INC	1,668	$191,803	0.1%	HOLD
177	BENFRANKLIN RESOURCES INC	8,119	$191,771	0.1%	HOLD
178	WTTRSELECT WATER SOLUTIONS INC	12,316	$188,435	0.1%	HOLD
179	CRMSALESFORCE INC	1,008	$188,163	0.1%	TRIM −9%
180	VEAVANGUARD TAX-MANAGED FDS	2,890	$185,191	0.1%	HOLD
181	YUMYUM BRANDS INC	1,190	$185,021	0.1%	HOLD
182	GEVGE VERNOVA INC	208	$181,563	0.1%	TRIM −3%
183	ELVELEVANCE HEALTH INC FORMERLY	619	$181,212	0.1%	HOLD
184	ZBHZIMMER BIOMET HOLDINGS INC	1,999	$180,750	0.1%	HOLD
185	TGTTARGET CORP	1,433	$173,680	0.1%	TRIM −18%
186	FFORD MTR CO	14,950	$172,523	0.1%	TRIM −3%
187	INTCINTEL CORP	3,832	$169,106	0.1%	TRIM −3%
188	PWRQUANTA SVCS INC	300	$164,706	0.1%	HOLD
189	TIPISHARES TR	1,474	$162,671	0.1%	HOLD
190	LHLABCORP HOLDINGS INC	609	$162,487	0.1%	HOLD
191	SPYVSPDR SERIES TRUST	2,774	$156,953	0.0%	HOLD
192	AMDADVANCED MICRO DEVICES INC	743	$151,148	0.0%	HOLD
193	SCHDSCHWAB STRATEGIC TR	4,823	$147,970	0.0%	ADD 26%
194	TRVTRAVELERS COMPANIES INC	507	$147,882	0.0%	HOLD
195	DHRDANAHER CORP DEL	762	$144,475	0.0%	HOLD
196	IUSBISHARES TR	3,071	$141,849	0.0%	HOLD
197	SPYMSPDR SERIES TRUST	1,850	$141,599	0.0%	TRIM −7%
198	SHELSHELL PLC	1,521	$141,453	0.0%	HOLD
199	PAAAPGIM ETF TR	2,740	$140,233	0.0%	NEW
200	SCHFSCHWAB STRATEGIC TR	5,441	$134,665	0.0%	HOLD

showing the top 200 by weight

Position trends· top 15 holdings · shares held over 6 quarters

green added · red trimmed

Security

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

NVDANVIDIA CORPORATION

190K

191K

189K

186K

183K

182K

$32M

SPYSTATE STR SPDR S&P 500 ETF T

43K

42K

41K

$27M

AAPLAPPLE INC

62K

60K

59K

61K

66K

64K

$16M

GOOGLALPHABET INC

46K

48K

50K

52K

51K

52K

$15M

LLYELI LILLY & CO

13K

12K

13K

$12M

JPMJPMORGAN CHASE & CO

30K

31K

32K

33K

$10M

AMZNAMAZON COM INC

43K

44K

45K

46K

45K

$9M

IWBISHARES TR

26K

$9M

IWFISHARES TR

18K

$7M

CATCATERPILLAR INC

10K

11K

$7M

COSTCOSTCO WHSL CORP NEW

$7M

VTIVANGUARD INDEX FDS

14K

13K

15K

$5M

METAMETA PLATFORMS INC

10K

$5M

BALLBALL CORP

76K

$5M

TJXTJX COS INC NEW

28K

27K

$4M

Shares reported each quarter by the largest current holdings. Green = added vs the prior filing of that name, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.

☆Indiana Trust & Investment Management Co