Indiana Trust & Investment Management CO

Indiana Trust & Investment Management CO is an institution led by Sudesh Basanta Lala, reporting $398.9M in AUM as of Q3 2025 with NVDA as the largest holding (11% allocation).

CEOSudesh Basanta Lala

Portfolio Value: $328.7M
Positions: 460
Top Holding: NVDA at 10.54%
Last Reported: Q3 2025

Address6th Floor, Two Tribeca, Tribeca Central, Trianon, 72261, Mauritius

Top Holdings

Largest long holdings in Indiana Trust & Investment Management CO's portfolio (44.5% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Nvidia NVDA	Semiconductors Technology	$34.6M	10.54%	-$562.2K Sold	0.00% 185.7K shares	Q4 2019 Held for 5y 11m
2 SPDR S&P 500 ETF Trust SPY	ETF ETF	$28.0M	8.53%	-$426.4K Sold	— 42.1K shares	Q3 2023 Held for 2y 2m
3 Apple AAPL	Consumer Electronics Technology	$15.4M	4.70%	+$490.4K Bought	0.00% 60.6K shares	≤ Q2 2013 Held for 12y 5m+
4 Alphabet Inc. GOOGL	Internet Content & Information Communication Services	$12.7M	3.88%	+$578.6K Bought	0.00% 52.4K shares	≤ Q2 2013 Held for 12y 5m+
5 Amazon AMZN	Specialty Retail Consumer Cyclical	$10.0M	3.03%	+$245.9K Bought	0.00% 45.3K shares	Q2 2018 Held for 7y 5m
6 JPMorgan Chase JPM	Banks - Diversified Financial Services	$9.8M	2.97%	+$74.1K Bought	0.00% 30.9K shares	≤ Q2 2013 Held for 12y 5m+
7 iShares Russell 1000 IWB	ETF ETF	$9.4M	2.85%	—	— 25.6K shares	≤ Q2 2013 Held for 12y 5m+
8 Eli Lilly LLY	Drug Manufacturers - General Healthcare	$9.2M	2.80%	-$114.5K Sold	0.00% 12.1K shares	≤ Q2 2013 Held for 12y 5m+
9 Oracle ORCL	Software - Infrastructure Technology	$8.9M	2.70%	+$839.2K Bought	0.00% 31.5K shares	≤ Q2 2013 Held for 12y 5m+
10 iShares Russell 1000 Growth IWF	ETF ETF	$8.2M	2.51%	-$31.4K Sold	— 17.6K shares	Q3 2023 Held for 2y 2m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Indiana Trust & Investment Management CO's latest filing

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Market Value

$328.7M

Prior: $302.3M

Q/Q Change

+8.71%

+$26.3M

Net Flows % of MV

+0.269%

Turnover Ratio

1.52%

New Purchases

10 stocks

$354.6K

Added To

46 stocks

+$5.1M

Sold Out Of

34 stocks

$259.3K

Reduced Holdings

66 stocks

-$4.3M

Increased Positions

Position	Shares Δ	Change
1 Circle Internet Group, Inc. CRCL	New	0 → 1.3K +$171.0K
2 German American Bancorp GABC	New	0 → 1.7K +$67.9K
3 NuScale Power SMR	New	0 → 950.0 +$34.2K
4 Vanguard International High Dividend Yield VYMI	New	0 → 317.0 +$26.8K
5 Papa John's International PZZA	New	0 → 359.0 +$17.3K

Decreased Positions

Position	Shares Δ	Change
1 Walgreens Boots Alliance WBA	Sold	2.9K → 0 −$32.7K
2 Generac Holdings GNRC	Sold	125.0 → 0 −$17.9K
3 iShares MSCI USA Min Vol Factor USMV	Sold	170.0 → 0 −$16.0K
4 ASML ASML ASML	Sold	19.0 → 0 −$15.2K
5 Block XYZ	Sold	215.0 → 0 −$14.6K

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Analytics

Portfolio insights and performance metrics for Indiana Trust & Investment Management CO

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Sector Allocation

ETF

29.80%

Technology

22.80%

Financial Services

9.00%

Consumer Cyclical

7.80%

Communication Services

6.90%

Healthcare

6.40%

Industrials

4.70%

Consumer Defensive

4.40%

Energy

1.40%

Utilities

0.90%

Basic Materials

0.30%

Real Estate

0.20%

Market Cap Distribution

Mega Cap (> $200B)

47.75%

Large Cap ($10B - $200B)

15.42%

Mid Cap ($2B - $10B)

0.71%

Small Cap ($300M - $2B)

0.95%

Micro Cap ($50M - $300M)

0.00%

Nano Cap (< $50M)

0.07%

N/A (ETF or Unknown)

35.10%

Portfolio Concentration

Top 10 Holdings %

44.49%

Top 20 Holdings %

57.99%

Top 50 Holdings %

74.83%

Top 100 Holdings %

87.67%