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Indiana Trust & Investment Management Co

Location
MISHAWAKA, IN
Portfolio Value
Small $282,791,944
Diversification
Diversified
Filing Date
Global Rank
#829 / 2,719 ▲ 2928
Top Industry
Semiconductors 20.2%
3Y Alpha vs SPY
-0.7%
Period ended 28 days ago
Filed Jul 22, 2026 · 6d
26 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio
+65.3%
SPY
+67.5%
Annualised alpha
-0.5%
Max drawdown
−18.9%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

330 positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026
Top Position
12.9%
+0.2 pts
Top 5
42.5%
+2.0 pts
Top 10
58.7%
+2.9 pts
HHI
484
Sep 2023 → Jun 2026 · range 363 – 484
Diversified+29

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026
Sector % Portfolio Value
Technology 28.3% $80,016,460
Financial Services 13.5% $38,183,254
Unclassified 13.2% $37,412,649
Healthcare 9.9% $27,921,896
Consumer Cyclical 9.3% $26,425,019
Industrials 8.3% $23,418,588
Communication Services 8.1% $22,900,802
Consumer Defensive 5.1% $14,449,196
Energy 2.5% $7,052,017
Utilities 1.1% $3,227,043
Basic Materials 0.3% $955,612
Real Estate 0.3% $829,408

Last Quarter's Activity

Export CSV
Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased
20 positions
Ticker Δ Shares Shares Value Open

Trimmed

Positions the filer reduced
25 positions
Ticker Δ Shares Shares Value Open

New Positions

Positions the filer opened this quarter
11 positions
Ticker Shares Value Open

Sold Out

Positions the filer fully exited
14 positions
Ticker Shares Value Open

Portfolio Positions

Export CSV View 13F filing
330 positions · $282,791,944 total · as of Jun 30, 2026
Showing 1–50 of 330 positions by value · page 1 of 7
Ticker Company Shares Value (USD) % of Portfolio History