Indiana Trust & Investment Management Co

MISHAWAKA, IN · CIK 1356407 · 13F filing filed 2026-07-22

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyMishawaka, IN

$365.9m reported value +13.0% vs Q1 2026

472positions

47.1%in top 10

18 new 32 added 86 reduced 32 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	NVIDIA CORPORATION COM NVDA	NVDA	182,643	$36.5m9.99%	9.99%	Added +375	+375 0.2%
2	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	41,417	$30.9m8.45%	8.45%	Added +50	+50 0.1%
3	ALPHABET INC CAP STK CL A GOOGL	GOOGL	52,190	$18.7m5.10%	5.10%	Added +580	+580 1.1%
4	APPLE INC COM AAPL	AAPL	62,432	$18.1m4.94%	4.94%	Reduced -1.5k	-1,533 -2.4%
5	ELI LILLY & CO COM LLY	LLY	13,321	$16.0m4.37%	4.37%	Added +589	+589 4.6%
6	CATERPILLAR INC COM CAT	CAT	10,557	$11.2m3.07%	3.07%	Added +42	+42 0.4%
7	JPMORGAN CHASE & CO COM JPM	JPM	33,768	$11.1m3.02%	3.02%	Added +681	+681 2.1%
8	AMAZON COM INC COM AMZN	AMZN	45,540	$10.9m2.97%	2.97%	Added +595	+595 1.3%
9	ISHARES TR RUS 1000 ETF IWB	IWB	25,598	$10.5m2.86%	2.86%	Unchanged
10	ISHARES TR RUS 1000 GRW ETF IWF	IWF	69,702	$8.7m2.37%	2.37%	Reduced -362	-362 -0.5%
11	COSTCO WHSL CORP NEW COM COST	COST	6,992	$6.5m1.79%	1.79%	Reduced -297	-297 -4.1%
12	INTEL CORP COM INTC	INTC	44,622	$6.2m1.70%	1.70%	Added +40.8k	+40,790 1064.5%
13	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	15,194	$5.6m1.54%	1.54%	Unchanged
14	BALL CORP COM BALL	BALL	76,265	$4.8m1.30%	1.30%	Unchanged
15	TJX COS INC NEW COM TJX	TJX	29,393	$4.5m1.22%	1.22%	Added +1.9k	+1,942 7.1%
16	WALMART INC COM WMT	WMT	29,831	$3.4m0.92%	0.92%	Added +3.1k	+3,120 11.7%
17	META PLATFORMS INC CL A META	META	5,954	$3.4m0.92%	0.92%	Reduced -1.9k	-1,950 -24.7%
18	BROADCOM INC COM AVGO	AVGO	8,705	$3.3m0.90%	0.90%	Added +2.9k	+2,875 49.3%
19	MICROSOFT CORP COM MSFT	MSFT	8,663	$3.2m0.88%	0.88%	Reduced -1.2k	-1,160 -11.8%
20	JOHNSON & JOHNSON COM JNJ	JNJ	12,463	$3.2m0.87%	0.87%	Reduced -86	-86 -0.7%
21	ORACLE CORP COM ORCL	ORCL	21,449	$3.1m0.86%	0.86%	Reduced -3.2k	-3,159 -12.8%
22	EXXON MOBIL CORP COM XOM	XOM	22,768	$3.1m0.85%	0.85%	Reduced -2.1k	-2,080 -8.4%
23	BERKSHIRE HATHAWAY INC DEL CL A BRK.A	BRK.A	4	$3.0m0.82%	0.82%	Unchanged
24	ISHARES TR CORE S&P500 ETF IVV	IVV	3,760	$2.8m0.77%	0.77%	Unchanged
25	VANGUARD WORLD FD INF TECH ETF VGT	VGT	23,424	$2.8m0.77%	0.77%	Unchanged
26	ISHARES TR MICRO-CAP ETF IWC	IWC	13,830	$2.8m0.76%	0.76%	Unchanged
27	ISHARES TR RUS MID CAP ETF IWR	IWR	24,651	$2.7m0.74%	0.74%	Added +36	+36 0.1%
28	ISHARES TR RUSSELL 2000 ETF IWM	IWM	8,613	$2.6m0.71%	0.71%	Reduced -114	-114 -1.3%
29	ABBVIE INC COM ABBV	ABBV	9,867	$2.5m0.68%	0.68%	Reduced -351	-351 -3.4%
30	ALPHABET INC CAP STK CL C GOOG	GOOG	6,553	$2.3m0.63%	0.63%	Reduced -45	-45 -0.7%
31	1ST SOURCE CORP COM SRCE	SRCE	28,231	$2.3m0.63%	0.63%	Added +2.0k	+2,037 7.8%
32	VISA INC COM CL A V	V	6,683	$2.3m0.63%	0.63%	Reduced -195	-195 -2.8%
33	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	3,100	$2.3m0.62%	0.62%	Unchanged
34	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	3,291	$2.3m0.62%	0.62%	Added +10	+10 0.3%
35	LOWES COS INC COM LOW	LOW	9,860	$2.2m0.59%	0.59%	Reduced -1.5k	-1,508 -13.3%
36	ISHARES TR RUS 1000 VAL ETF IWD	IWD	8,704	$2.1m0.58%	0.58%	Added +145	+145 1.7%
37	EATON CORP PLC SHS ETN	ETN	4,682	$2.0m0.55%	0.55%	Reduced -190	-190 -3.9%
38	OLD NATL BANCORP IND COM ONB	ONB	72,278	$1.9m0.51%	0.51%	Unchanged
39	BLACKROCK INC COM BLK	BLK	1,910	$1.8m0.50%	0.50%	Reduced -25	-25 -1.3%
40	ISHARES TR MSCI EAFE ETF EFA	EFA	17,101	$1.8m0.49%	0.49%	Reduced -452	-452 -2.6%
41	ISHARES INC MSCI EMRG CHN EMXC	EMXC	16,750	$1.7m0.47%	0.47%	Unchanged
42	KLA CORP COM NEW KLAC	KLAC	5,500	$1.7m0.45%	0.45%	New
43	PROCTER AND GAMBLE CO COM PG	PG	10,732	$1.6m0.43%	0.43%	Reduced -647	-647 -5.7%
44	ALLIANCEBERNSTEIN NATL MUN I COM AFB	AFB	137,000	$1.6m0.43%	0.43%	Unchanged
45	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	3,087	$1.5m0.42%	0.42%	Reduced -27	-27 -0.9%
46	ISHARES TR RUSSELL 3000 ETF IWV	IWV	3,547	$1.5m0.41%	0.41%	Unchanged
47	VANGUARD SCOTTSDALE FDS VNG RUS1000IDX VONE	VONE	4,075	$1.4m0.38%	0.38%	Unchanged
48	VANGUARD INDEX FDS GROWTH ETF VUG	VUG	15,324	$1.3m0.36%	0.36%	Unchanged
49	INVESCO TR INVT GRADE MUNS COM VGM	VGM	122,000	$1.3m0.35%	0.35%	Unchanged
50	GENERAL DYNAMICS CORP COM GD	GD	3,431	$1.2m0.33%	0.33%	Unchanged
51	AFLAC INC COM AFL	AFL	10,236	$1.2m0.33%	0.33%	Reduced -580	-580 -5.4%
52	VANGUARD SPECIALIZED FUNDS DIV APP ETF VIG	VIG	4,995	$1.2m0.32%	0.32%	Unchanged
53	EATON VANCE MUN BD FD COM EIM	EIM	118,000	$1.2m0.32%	0.32%	Unchanged
54	NEXTERA ENERGY INC COM NEE	NEE	13,372	$1.2m0.32%	0.32%	Added +68	+68 0.5%
55	VANGUARD SCOTTSDALE FDS VNG RUS1000VAL VONV	VONV	10,596	$1.1m0.31%	0.31%	Unchanged
56	TESLA INC COM TSLA	TSLA	2,628	$1.1m0.30%	0.30%	Unchanged
57	ANALOG DEVICES INC COM ADI	ADI	2,765	$1.1m0.30%	0.30%	Reduced -1.3k	-1,255 -31.2%
58	ISHARES TR LATN AMER 40 ETF ILF	ILF	31,800	$1.1m0.29%	0.29%	Unchanged
59	STRYKER CORPORATION COM SYK	SYK	3,300	$1.0m0.28%	0.28%	Reduced -416	-416 -11.2%
60	EA SERIES TRUST STRIVE 500 ETF STXF	STXF	21,145	$1.0m0.28%	0.28%	Reduced -1.9k	-1,855 -8.1%
61	BLACKROCK MUNIYIELD QUALITY COM MYI	MYI	91,249	$1.0m0.28%	0.28%	Unchanged
62	ISHARES TR SELECT DIVID ETF DVY	DVY	6,449	$1.0m0.28%	0.28%	Unchanged
63	INTERNATIONAL BUSINESS MACHS COM IBM	IBM	3,510	$987.0k0.27%	0.27%	Unchanged
64	MASTERCARD INCORPORATED CL A MA	MA	1,913	$982.5k0.27%	0.27%	Reduced -505	-505 -20.9%
65	SPDR GOLD TR GOLD SHS GLD	GLD	2,664	$981.4k0.27%	0.27%	Unchanged
66	ISHARES TR S&P 100 ETF OEF	OEF	2,569	$939.9k0.26%	0.26%	Unchanged
67	ISHARES TR CORE S&P SCP ETF IJR	IJR	6,321	$937.5k0.26%	0.26%	Added +141	+141 2.3%
68	CHEVRON CORP NEW COM CVX	CVX	5,565	$922.5k0.25%	0.25%	Reduced -315	-315 -5.4%
69	ISHARES INC MSCI BRAZIL ETF EWZ	EWZ	26,500	$914.2k0.25%	0.25%	Unchanged
70	CSX CORP COM CSX	CSX	17,514	$832.4k0.23%	0.23%	Unchanged
71	JOHNSON CTLS INTL PLC SHS JCI	JCI	5,665	$827.7k0.23%	0.23%	Reduced -695	-695 -10.9%
72	AMERICAN EXPRESS CO COM AXP	AXP	2,426	$820.6k0.22%	0.22%	Reduced -100	-100 -4.0%
73	ISHARES TR BRAZIL SM-CP ETF EWZS	EWZS	62,500	$811.2k0.22%	0.22%	Unchanged
74	BLACKROCK MUNIHOLDINGS FD IN COM MHD	MHD	68,000	$809.2k0.22%	0.22%	Unchanged
75	MCDONALDS CORP COM MCD	MCD	2,941	$795.0k0.22%	0.22%	Reduced -178	-178 -5.7%
76	VANGUARD INDEX FDS VALUE ETF VTV	VTV	3,601	$784.8k0.21%	0.21%	Unchanged
77	HORIZON BANCORP INC COM HBNC	HBNC	38,700	$773.2k0.21%	0.21%	Unchanged
78	CISCO SYS INC COM CSCO	CSCO	6,574	$772.2k0.21%	0.21%	Reduced -167	-167 -2.5%
79	ADVANCED MICRO DEVICES INC COM AMD	AMD	1,323	$768.5k0.21%	0.21%	Added +580	+580 78.1%
80	PEPSICO INC COM PEP	PEP	5,640	$763.7k0.21%	0.21%	Reduced -100	-100 -1.7%
81	AMERICAN ELEC PWR CO INC COM AEP	AEP	5,567	$761.6k0.21%	0.21%	Reduced -30	-30 -0.5%
82	WORLD GOLD TR SPDR GLD MINIS GLDM	GLDM	9,510	$755.3k0.21%	0.21%	Added +10	+10 0.1%
83	AMGEN INC COM AMGN	AMGN	2,065	$747.8k0.20%	0.20%	Unchanged
84	BLACKROCK MUNIYILD QULT FD I COM MQY	MQY	64,000	$742.4k0.20%	0.20%	Unchanged
85	VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF VT	VT	4,721	$741.0k0.20%	0.20%	Unchanged
86	ISHARES SILVER TR ISHARES SLV	SLV	13,670	$730.9k0.20%	0.20%	Unchanged
87	INVESCO ADVANTAGE MUN INCOME SH BEN INT VKI	VKI	75,000	$711.0k0.19%	0.19%	Unchanged
88	ISHARES TR CORE S&P MCP ETF IJH	IJH	9,208	$710.0k0.19%	0.19%	Reduced -180	-180 -1.9%
89	FISERV INC COM FISV	FISV	14,152	$694.2k0.19%	0.19%	Reduced -1.4k	-1,354 -8.7%
90	ISHARES TR INTRM GOV CR ETF GVI	GVI	6,452	$684.5k0.19%	0.19%	Added +1.8k	+1,800 38.7%
91	BRISTOL-MYERS SQUIBB CO COM BMY	BMY	11,769	$678.1k0.19%	0.19%	Reduced -200	-200 -1.7%
92	DEERE & CO COM DE	DE	1,023	$648.9k0.18%	0.18%	Added +50	+50 5.1%
93	MERCK & CO INC COM MRK	MRK	4,996	$642.0k0.18%	0.18%	Unchanged
94	SANDISK CORP COM SNDK	SNDK	275	$625.3k0.17%	0.17%	Added +175	+175 175.0%
95	QUALCOMM INC COM QCOM	QCOM	3,348	$618.7k0.17%	0.17%	Unchanged
96	VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF VWO	VWO	10,204	$609.1k0.17%	0.17%	Unchanged
97	BANK AMERICA CORP COM BAC	BAC	10,685	$608.8k0.17%	0.17%	Unchanged
98	HONEYWELL INTL INC COM HON	HON	2,715	$607.9k0.17%	0.17%	New
99	HONEYWELL AEROSPACE INC COM HONA	HONA	2,715	$600.2k0.16%	0.16%	New
100	SPDR SER TR S&P DIVID ETF SDY	SDY	3,786	$576.2k0.16%	0.16%	Added +317	+317 9.1%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
HONEYWELL INTL INC		2,778	$1.3m2.8k shares
PGIM ETF TR PAAA	PAAA	2,740	$140.2k2.7k shares
ISHARES TR LMUB	LMUB	1,750	$87.4k1.8k shares
STMICROELECTRONICS N V STM	STM	1,125	$38.9k1.1k shares
CARDINAL HEALTH INC CAH	CAH	135	$28.5k135 shares
BLUEROCK PVT REAL ESTATE FD BPRE	BPRE	1,648	$27.4k1.6k shares
DIGITAL RLTY TR INC DLR	DLR	150	$27.0k150 shares
DUPONT DE NEMOURS INC DWDP	DWDP	183	$25.2k183 shares
FIDELITY COVINGTON TRUST FDRR	FDRR	334	$19.6k334 shares
STARBOARD INVT TR AGOX	AGOX	724	$19.3k724 shares
BLACKROCK ETF TRUST THRO	THRO	451	$16.3k451 shares
COLUMBIA ETF TR I RECS	RECS	418	$16.3k418 shares
INVESCO EXCH TRADED FD TR II IDMO	IDMO	253	$13.9k253 shares
BLACKROCK ETF TRUST BLCR	BLCR	331	$13.6k331 shares
BLACKROCK ETF TRUST BAI	BAI	409	$13.5k409 shares
FIDELITY MERRIMACK STR TR FBND	FBND	150	$6.8k150 shares
ISHARES TR STIP	STIP	64	$6.6k64 shares
ISHARES TR USMV	USMV	70	$6.5k70 shares
SSGA ACTIVE ETF TR SRLN	SRLN	126	$5.1k126 shares
NATIONAL GRID PLC NGG	NGG	58	$4.9k58 shares
SERVICE CORP INTL SCI	SCI	48	$4.0k48 shares
PGIM ETF TR PULS	PULS	70	$3.5k70 shares
PIMCO ETF TR STPZ	STPZ	64	$3.5k64 shares
SELECT SECTOR SPDR TR XLRE	XLRE	84	$3.4k84 shares
IONQ INC IONQ	IONQ	100	$2.9k100 shares