13F Filings History of Indiana Trust & Investment Management Co

Latest 13F report
Q4 2025 - 21 Jan 2026
Value $
$339,074,365
Signature - Title
Cheron L. Merten - VP, Director of Compliance
Location
Mishawaka, IN
Summary
This page shows a list of all the recent 13F filings made by Indiana Trust & Investment Management Co. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Indiana Trust & Investment Management Co reported 478 stock holdings with total value $339,074,365 as of Q4 2025. Top holdings included NVDA, SPY, AAPL, GOOGL, and LLY.

Notify me when Indiana Trust & Investment Management Co files a new 13F portfolio report.

⭐ Subscribe ⭐
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 478 $339,074,365 +$10,371,773 -$7,505,664 +$2,866,109 NVDA, SPY, AAPL, GOOGL, LLY 13F-HR 21 Jan 2026, 14:07
Q3 2025 460 $328,691,429 +$5,483,120 -$4,528,664 +$954,456 NVDA, SPY, AAPL, GOOGL, AMZN 13F-HR 17 Oct 2025, 11:57
Q2 2025 481 $302,343,373 +$4,154,723 -$4,798,727 -$644,004 NVDA, SPY, AAPL, AMZN, LLY 13F-HR 23 Jul 2025, 11:22
Q1 2025 470 $276,189,380 +$2,143,765 -$6,506,735 -$4,362,970 SPY, NVDA, AAPL, LLY, AMZN 13F-HR 21 May 2025, 14:50
Q4 2024 483 $293,765,582 +$10,129,839 -$12,516,970 -$2,387,131 NVDA, SPY, AAPL, LLY, AMZN 13F-HR 29 Jan 2025, 15:05
Q3 2024 487 $293,172,624 +$17,773,669 -$11,161,276 +$6,612,393 SPY, NVDA, AAPL, LLY, GOOGL 13F-HR 16 Oct 2024, 11:23
Q2 2024 451 $272,452,114 +$32,905,199 -$6,560,419 +$26,344,780 SPY, NVDA, LLY, AAPL, GOOGL 13F-HR 10 Jul 2024, 11:58
Q1 2024 471 $248,028,068 +$9,647,268 -$3,925,357 +$5,721,911 SPY, LLY, AAPL, NVDA, GOOGL 13F-HR 16 Apr 2024, 09:43
Q4 2023 447 $221,448,956 +$8,263,051 -$6,435,433 +$1,827,618 SPY, AAPL, LLY, GOOGL, IWB 13F-HR 23 Jan 2024, 16:33
Q3 2023 438 $197,967,694 +$80,403,571 -$74,711,477 +$5,692,094 SPY, AAPL, LLY, GOOGL, IWB 13F-HR 10 Oct 2023, 10:00
Q2 2023 113 $195,843,354 +$6,022,994 -$5,940,076 +$82,918 Pimco All Asset Instl Cl, Russell Inv Global Real Estate, Principal Global Multi-Strategy Instl, AAPL, Vanguard Real Estate Index Admiral 13F-HR 07 Jul 2023, 08:06
Q1 2023 126 $184,571,194 +$4,474,525 -$2,921,683 +$1,552,842 Pimco All Asset Instl Cl, Russell Inv Global Real Estate, Principal Global Multi-Strategy Instl, Vanguard Real Estate Index Admiral, AAPL 13F-HR 06 Apr 2023, 13:24
Q4 2022 114 $177,189,000 +$6,576,967 -$2,952,532 +$3,624,435 Pimco All Asset Instl Cl, Russell Inv Global Real Estate, Principal Global Multi-Strategy Instl, Vanguard Real Estate Index Admiral, AAPL 13F-HR 09 Jan 2023, 08:37
Q3 2022 110 $164,726,000 +$6,634,857 -$4,484,390 +$2,150,467 Pimco All Asset Instl Cl, Russell Inv Global Real Estate, Principal Global Multi-Strategy Instl, Vanguard Real Estate Index Admiral, AAPL 13F-HR 11 Oct 2022, 12:35
Q2 2022 114 $178,934,000 +$4,237,775 -$3,512,292 +$725,483 Pimco All Asset Instl Cl, Russell Inv Global Real Estate, Principal Global Multi-Strategy Instl, Vanguard Real Estate Index Admiral, AAPL 13F-HR 08 Jul 2022, 10:48
Q1 2022 118 $208,112,000 +$4,300,422 -$3,852,047 +$448,375 Russell Inv Global Real Estate, Pimco All Asset Instl Cl, Principal Global Multi-Strategy Instl, Vanguard Real Estate Index Admiral, AAPL 13F-HR 04 Apr 2022, 15:43
Q4 2021 119 $216,474,000 +$5,095,807 -$2,780,642 +$2,315,165 Russell Inv Global Real Estate, Pimco All Asset Instl Cl, Vanguard Real Estate Index Admiral, Principal Global Multi-Strategy Instl, AAPL 13F-HR 10 Jan 2022, 07:42
Q3 2021 115 $198,750,000 +$7,475,775 -$9,599,940 -$2,124,165 Pimco All Asset Instl Cl, Russell Inv Global Real Estate, Principal Global Multi-Strategy Instl, Vanguard Real Estate Index Admiral, AAPL 13F-HR 04 Oct 2021, 10:08
Q2 2021 114 $167,844,000 +$5,752,569 -$3,024,688 +$2,727,881 Pimco All Asset Instl Cl, Russell Inv Global Real Estate, Principal Global Multi-Strategy Instl, Vanguard Real Estate Index Admiral, AAPL 13F-HR 07 Jul 2021, 10:00
Q1 2021 115 $187,186,000 +$3,189,525 -$6,888,288 -$3,698,763 Pimco All Asset Instl Cl, Russell Inv Global Real Estate, Principal Global Multi-Strategy Instl, Vanguard Real Estate Index Admiral, AAPL 13F-HR 06 Apr 2021, 08:54
Q4 2020 114 $182,544,000 +$2,448,943 -$4,981,061 -$2,532,118 Pimco All Asset Instl Cl, Russell Inv Global Real Estate, Principal Global Multi-Strategy Instl, Vanguard Real Estate Index Admiral, AAPL 13F-HR 07 Jan 2021, 10:04
Q3 2020 114 $167,589,000 +$9,153,214 -$5,498,351 +$3,654,863 Pimco All Asset Instl Cl, Russell Inv Global Real Estate, Principal Global Multi-Strategy Instl, Vanguard Real Estate Index Admiral, AAPL 13F-HR 06 Oct 2020, 15:13
Q2 2020 109 $161,300,000 +$6,480,405 -$3,694,615 +$2,785,790 Pimco All Asset Instl Cl, Russell Inv Global Real Estate, Principal Global Multi-Strategy Instl, Vanguard Real Estate Index Admiral, AAPL 13F-HR 14 Jul 2020, 08:11
Q1 2020 107 $140,523,000 +$850,988 -$6,062,283 -$5,211,295 Pimco All Asset Instl Cl, Russell Inv Global Real Estate, Principal Global Multi-Strategy Instl, Vanguard Real Estate Index Admiral, BALL 13F-HR 06 Apr 2020, 13:32
Q4 2019 116 $179,436,000 +$2,838,520 -$8,877,798 -$6,039,278 Russell Inv Global Real Estate, Pimco All Asset Instl Cl, Principal Global Multi-Strategy Instl, Vanguard Real Estate Index Admiral, AAPL 13F-HR 13 Jan 2020, 11:00
Q3 2019 113 $178,712,000 +$1,752,403 -$10,264,250 -$8,511,847 Russell Inv Global Real Estate, Pimco All Asset Instl Cl, Principal Global Multi-Strategy Instl, Vanguard Real Estate Index Admiral, BALL 13F-HR 04 Oct 2019, 08:21
Q2 2019 119 $182,519,000 +$3,429,613 -$19,176,001 -$15,746,388 Pimco All Asset Instl Cl, Russell Inv Global Real Estate, Principal Global Multi-Strategy Instl, Vanguard Real Estate Index Admiral, BALL 13F-HR 10 Jul 2019, 12:00
Q1 2019 117 $193,079,000 +$6,785,071 -$11,761,700 -$4,976,629 Pimco All Asset Instl Cl, Russell Inv Global Real Estate, Principal Global Multi-Strategy Instl, Vanguard Real Estate Index Admiral, Principal Diversified Real Asset Inst 13F-HR 08 Apr 2019, 11:54
Q4 2018 115 $178,982,000 +$4,992,418 -$22,254,209 -$17,261,791 Pimco All Asset Instl Cl, Russell Inv Global Real Estate, Principal Global Multi-Strategy Instl, John Hancock Alter Asset Allocation, Vanguard Real Estate Index Admiral 13F-HR 07 Jan 2019, 08:48
Q3 2018 127 $219,047,000 +$4,687,600 -$6,247,689 -$1,560,089 Pimco All Asset Instl Cl, John Hancock Alter Asset Allocation, Russell Inv Global Real Estate, Principal Global Multi-Strategy Instl, AAPL 13F-HR 11 Oct 2018, 11:00
Q2 2018 129 $210,063,000 +$2,383,638 -$10,067,736 -$7,684,098 Pimco All Asset Instl Cl, John Hancock Alter Asset Allocation, Russell Inv Global Real Estate, Principal Global Multi-Strategy Instl, Principal Diversified Real Asset Inst 13F-HR 06 Jul 2018, 08:21
Q1 2018 134 $215,388,000 +$12,917,006 -$5,176,549 +$7,740,457 Pimco All Asset Instl Cl, John Hancock Alter Asset Allocation, Russell Inv Global Real Estate, Principal Global Multi-Strategy Instl, Cohen & Steers Realty 13F-HR 09 Apr 2018, 08:30
Q4 2017 134 $215,500,000 +$7,083,958 -$3,012,234 +$4,071,724 Pimco All Asset Instl Cl, John Hancock Alter Asset Allocation, Russell Inv Global Real Estate, Principal Global Multi-Strategy Instl, Cohen & Steers Realty 13F-HR 12 Jan 2018, 09:22
Q3 2017 129 $207,547,000 +$3,948,864 -$4,689,928 -$741,064 Pimco All Asset Instl Cl, John Hancock Alter Asset Allocation, Russell Inv Global Real Estate, Principal Global Multi-Strategy Instl, Cohen & Steers Realty 13F-HR 05 Oct 2017, 07:48
Q2 2017 129 $203,476,000 +$5,600,735 -$3,501,745 +$2,098,990 Pimco All Asset Instl Cl, John Hancock Alter Asset Allocation, Russell Inv Global Real Estate, Principal Global Multi-Strategy Instl, Cohen & Steers Realty 13F-HR 05 Jul 2017, 12:23
Q1 2017 129 $199,862,000 +$4,518,011 -$3,957,147 +$560,864 Pimco All Asset Instl Cl, John Hancock Alter Asset Allocation, Russell Inv Global Real Estate, Principal Global Multi-Strategy Instl, Cohen & Steers Realty 13F-HR 07 Apr 2017, 07:28
Q4 2016 125 $192,744,000 +$4,662,749 -$11,727,874 -$7,065,125 Pimco All Asset Instl Cl, John Hancock Alter Asset Allocation, Russell Global Real Estate, Principal Global Multi-Strategy Instl, Cohen & Steers Realty 13F-HR 23 Jan 2017, 06:54
Q3 2016 131 $200,269,000 +$4,564,364 -$5,554,648 -$990,284 Pimco All Asset Instl Cl, John Hancock Alter Asset Allocation, Russell Global Real Estate, Principal Global Multi-Strategy Instl, Cohen & Steers Realty 13F-HR 05 Oct 2016, 11:10
Q2 2016 130 $198,821,000 +$11,114,090 -$5,500,527 +$5,613,563 Pimco All Asset Instl Cl, John Hancock Alter Asset Allocation, Russell Global Real Estate, Cohen & Steers Realty, Principal Global Multi-Strategy Instl 13F-HR 05 Jul 2016, 08:28
Q1 2016 123 $189,473,000 +$45,271,784 -$35,213,556 +$10,058,228 Pimco All Asset Instl Cl, Russell Global Real Estate, John Hancock Alter Asset Allocation, Principal Diversified Real Asset Inst, Cohen & Steers Realty 13F-HR 06 Apr 2016, 07:57
Q4 2015 121 $169,901,000 +$21,452,956 -$23,671,336 -$2,218,380 Pimco All Asset Instl Cl, Principal Diversified Real Asset Inst, Cohen & Steers Realty, Russell Global Real Estate, BALL 13F-HR 08 Jan 2016, 07:19
Q3 2015 122 $174,942,000 +$3,434,209 -$9,297,686 -$5,863,477 Pimco All Asset Instl Cl, Principal Diversified Real Asset Inst, Russell Global Real Estate, Cohen & Steers Realty, FLA Golf West Florida, Inc. (Non-Voting) 13F-HR 21 Oct 2015, 08:43
Q2 2015 128 $193,101,000 +$10,449,286 -$10,458,757 -$9,471 Pimco All Asset Instl Cl, Principal Diversified Real Asset Inst, Russell Global Real Estate, Cohen & Steers Realty, FLA Golf West Florida, Inc. (Non-Voting) 13F-HR 02 Jul 2015, 11:12
Q1 2015 124 $197,360,000 +$19,234,408 -$15,421,026 +$3,813,382 Pimco All Asset Instl Cl, Principal Diversified Real Asset Inst, Cohen & Steers Realty, Russell Global Real Estate, FLA Golf West Florida, Inc. (Non-Voting) Restatement 23 Apr 2015, 11:59
Q4 2014 119 $191,757,000 +$5,829,004 -$9,735,742 -$3,906,738 Pimco All Asset Instl Cl, Principal Diversified Real Asset Inst, Cohen & Steers Realty, Russell Global Real Estate, BALL 13F-HR 07 Jan 2015, 07:26
Q3 2014 121 $191,024,000 +$21,680,151 -$2,420,266 +$19,259,885 Pimco All Asset Instl Cl, Principal Diversified Real Asset Inst, Cohen & Steers Realty, Russell Global Real Estate, BALL 13F-HR 09 Oct 2014, 14:33
Q2 2014 117 $170,963,000 +$14,287,785 -$4,569,906 +$9,717,879 Pimco All Asset Instl Cl, Principal Diversified Real Asset Inst, BALL, XOM, AAPL 13F-HR 18 Jul 2014, 12:23
Q1 2014 116 $160,942,000 +$7,852,306 -$24,185,512 -$16,333,206 Pimco All Asset Instl Cl, Principal Diversified Real Asset Inst, BALL, IBM, XOM 13F-HR 28 May 2014, 09:54
Q4 2013 303 $175,605,000 $0 $0 $0 Pimco All Asset Instl Cl, Principal Diversified Real Asset Inst, Absolute Strategies, BALL, AAPL 13F-HR 09 Jan 2014, 12:11