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Cheron L. Merten

Indiana Trust & Investment Management Co

Assets Managed
$365.878M
Holdings
472
Last Quarter
2026 - Q2
Filed Date
1d ago
Growth Rate
12.99%(2Q avg: 4.25%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Indiana Trust & Investment Management Co's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 472 positions.

Assets under management

The assets under management (AUM) of Indiana Trust & Investment Management Co over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 365.878M in assets, with a quarterly growth rate of 12.99% and a 2-quarter average growth rate of 4.25%. The portfolio is managed by Cheron L. Merten, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
NVDA
Nvidia Corp
Recent Activity
Increased 0.21%
9.99%
$36.545M
182,643 shares@ $200.1 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Increased 0.13%
8.46%
$30.929M
41,417 shares@ $746.77 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Increased 1.13%
5.1%
$18.651M
52,190 shares@ $357.37 avg price
AAPL
Apple Inc
Recent Activity
Decreased -2.39%
4.94%
$18.065M
62,432 shares@ $289.37 avg price
LLY
Eli Lilly & Co
Recent Activity
Increased 4.63%
4.37%
$15.978M
13,321 shares@ $1199.43 avg price
CAT
Caterpillar Inc
Recent Activity
Increased 0.4%
3.08%
$11.242M
10,557 shares@ $1064.9 avg price
JPM
Jpmorgan Chase & Co
Recent Activity
Increased 2.06%
3.03%
$11.053M
33,768 shares@ $327.33 avg price
AMZN
Amazon.com Inc
Recent Activity
Increased 1.33%
2.97%
$10.854M
45,540 shares@ $238.35 avg price
IWB
Ishares Russell 1000 Etf
Recent Activity
2.87%
$10.482M
25,598 shares@ $409.5 avg price
IWF
Ishares Russell 1000 Growth
Recent Activity
Increased 297.94%
2.37%
$8.655M
69,702 shares@ $124.17 avg price

1-10 of 472