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InTrack Investment Management Inc

13F filer · CIK 0001847343
Reported Jul 17, 2026
13F portfolio value$202MU.S. long equity reported on 13F
Positions70Not reported new · 1 closed
Net flow last quarterNot reportedBuys minus sells
Top 10 positions weight25.4%Concentration

Holdings

13F · last 4 quarters free
Scroll for earlier quarters
CompanyValue% of portfolio% of companyPOSITION CHANGE qoq %First reported
Q2 2026Reported Jul 17, 202670 positions
PANWPalo Alto Networks Inc$9.27M4.59%0.00%-15.5%Q4 2020
AAPLApple Inc.$7.32M3.63%0.00%+0.7%Q4 2020
NVDANvidia Corp$5.44M2.70%0.00%-2.1%Q4 2020
MSFTMicrosoft Corp$5.34M2.65%0.00%-1.1%Q4 2020
GOOGAlphabet Inc.$4.68M2.32%Not reported+1.7%Q4 2020
LLYELI LILLY & Co$4.2M2.08%0.00%-3.0%Q1 2023
AMATApplied Materials Inc$3.94M1.95%0.00%-14.4%Q2 2021
CCitigroup Inc$3.83M1.90%0.00%-1.3%Q4 2020
AMZNAmazon Com Inc$3.81M1.89%0.00%-0.1%Q3 2021
METAMeta Platforms, Inc.$3.46M1.72%Not reported+13.2%Q1 2022
JPMJPMorgan Chase & Co$3.3M1.63%0.00%+0.5%Q4 2020
CATCaterpillar Inc$3.29M1.63%0.00%-6.4%Q2 2023
PLTRPalantir Technologies Inc.$3.18M1.57%0.00%+0.9%Q3 2023
CBChubb Ltd$3.05M1.51%0.00%+3.9%Q2 2023
MCKMckesson Corp$2.77M1.37%0.00%+3.4%Q4 2023
FTNTFortinet, Inc.$2.7M1.34%0.00%-1.8%Q4 2020
ETNEaton Corp plc$2.51M1.25%0.00%-2.8%Q2 2021
WMWaste Management Inc$2.07M1.03%0.00%+7.6%Q4 2022
DUKDuke Energy CORP$2.03M1.00%0.00%+4.7%Q3 2022
SPGSimon Property Group Inc.$1.91M0.95%106.84%-0.3%Q3 2023
NEENextera Energy Inc$1.86M0.92%0.00%+2.8%Q4 2020
SYKStryker Corp$1.82M0.90%0.00%+9.8%Q4 2020
SPYSPDR S&P 500 ETF Trust$1.82M0.90%Not reported-5.2%Q4 2020
DHRDanaher Corp$1.6M0.79%0.00%-17.2%Q4 2020
WMTWalmart Inc.$1.57M0.78%0.00%-1.7%Q2 2021
CARRCARRIER GLOBAL Corp$1.5M0.74%0.00%-0.7%Q4 2020
GLDMWorld Gold Trust$1.5M0.74%0.01%+2.8%Q2 2025
AVGOBroadcom Inc.$1.49M0.74%0.00%+60.4%Q1 2026
MCDMcdonalds Corp$1.45M0.72%0.00%-15.4%Q3 2023
MLMMartin Marietta Materials Inc$1.45M0.72%0.00%+2.7%Q4 2020
BRK.BBerkshire Hathaway Inc$1.43M0.71%Not reported-8.5%Q4 2020
EQIXEquinix Inc$1.41M0.70%0.00%-37.7%Q4 2023
LOWLowes Companies Inc$1.23M0.61%0.00%+6.5%Q4 2020
AXIAYAXIA Energia S.A.$1.19M0.59%Not reported-0.6%Q2 2025
TSMTaiwan Semiconductor Manufacturing Co Ltd$1.18M0.59%0.00%-14.8%Q2 2025
KOCoca Cola Co$1.15M0.57%0.00%-0.3%Q4 2020
PGPROCTER & GAMBLE Co$1.13M0.56%0.00%-11.4%Q4 2020
MUFGMitsubishi Ufj Financial Group Inc$1.1M0.55%0.00%+34.3%Q2 2025
APOApollo Global Management, Inc.$1.05M0.52%0.00%-39.6%Q1 2022
XOMExxonMobil Holdings Corp$987K0.49%0.00%+2.0%Q2 2021
NTESNetEase, Inc.$942K0.47%0.00%-15.8%Q2 2025
TJXTJX Companies Inc$891K0.44%0.00%-2.2%Q2 2021
PSAPublic Storage$811K0.40%0.00%-0.2%Q2 2025
STWDStarwood Property Trust, Inc.$801K0.40%0.01%+26.0%Q3 2025
LINLinde PLC$723K0.36%0.00%+0.4%Q4 2022
QQQInvesco QQQ Trust, Series 1$708K0.35%Not reported-1.0%Q4 2020
GOOGLAlphabet Inc.$680K0.34%0.00%-1.0%Q3 2023
HDBHDFC Bank Ltd$650K0.32%0.00%+5.1%Q2 2025
SHELShell plc$643K0.32%0.00%+1.2%Q2 2022
COSTCostco Wholesale Corp$634K0.31%0.00%+26.0%Q4 2022
Q1 2026Reported Apr 7, 202665 positions
AAPLApple Inc.$6.38M3.64%0.00%Not reportedQ4 2020
MSFTMicrosoft Corp$5.36M3.05%0.00%Not reportedQ4 2020
PANWPalo Alto Networks Inc$5.15M2.94%0.00%Not reportedQ4 2020
NVDANvidia Corp$4.85M2.76%0.00%Not reportedQ4 2020
PLTRPalantir Technologies Inc.$3.94M2.25%0.00%Not reportedQ3 2023
GOOGAlphabet Inc.$3.74M2.13%Not reportedNot reportedQ4 2020
AMZNAmazon Com Inc$3.33M1.90%0.00%Not reportedQ3 2021
LLYELI LILLY & Co$3.32M1.89%0.00%Not reportedQ1 2023
CCitigroup Inc$3.15M1.79%0.00%Not reportedQ4 2020
METAMeta Platforms, Inc.$3.11M1.77%Not reportedNot reportedQ1 2022
MCKMckesson Corp$3.07M1.75%0.00%Not reportedQ4 2023
JPMJPMorgan Chase & Co$2.95M1.68%0.00%Not reportedQ4 2020
CBChubb Ltd$2.81M1.60%0.00%Not reportedQ2 2023
CATCaterpillar Inc$2.34M1.33%0.00%Not reportedQ2 2023
AMATApplied Materials Inc$2.17M1.24%0.00%Not reportedQ2 2021
ETNEaton Corp plc$2.17M1.24%0.00%Not reportedQ2 2021
EQIXEquinix Inc$2.13M1.22%0.00%Not reportedQ4 2023
DUKDuke Energy CORP$2M1.14%0.00%Not reportedQ3 2022
WMWaste Management Inc$1.98M1.13%0.00%Not reportedQ4 2022
MCDMcdonalds Corp$1.97M1.12%0.00%Not reportedQ3 2023
DHRDanaher Corp$1.92M1.09%0.00%Not reportedQ4 2020
NEENextera Energy Inc$1.91M1.09%0.00%Not reportedQ4 2020
WMTWalmart Inc.$1.76M1.00%0.00%Not reportedQ2 2021
SYKStryker Corp$1.73M0.98%0.00%Not reportedQ4 2020
GLDMWorld Gold Trust$1.7M0.97%0.01%Not reportedQ2 2025
SPYSPDR S&P 500 ETF Trust$1.67M0.95%Not reportedNot reportedQ4 2020
APOApollo Global Management, Inc.$1.64M0.93%0.00%Not reportedQ1 2022
SPGSimon Property Group Inc.$1.6M0.91%107.14%Not reportedQ3 2023
BRK.BBerkshire Hathaway Inc$1.49M0.85%Not reportedNot reportedQ4 2020
FTNTFortinet, Inc.$1.47M0.84%0.00%Not reportedQ4 2020
MLMMartin Marietta Materials Inc$1.44M0.82%0.00%Not reportedQ4 2020
AXIAYAXIA Energia S.A.$1.28M0.73%Not reportedNot reportedQ2 2025
PGPROCTER & GAMBLE Co$1.26M0.72%0.00%Not reportedQ4 2020
LOWLowes Companies Inc$1.24M0.71%0.00%Not reportedQ4 2020
XOMExxonMobil Holdings Corp$1.2M0.68%0.00%Not reportedQ2 2021
CARRCARRIER GLOBAL Corp$1.16M0.66%0.00%Not reportedQ4 2020
KOCoca Cola Co$1.08M0.61%0.00%Not reportedQ4 2020
TSMTaiwan Semiconductor Manufacturing Co Ltd$981K0.56%0.00%Not reportedQ2 2025
NTESNetEase, Inc.$977K0.56%0.00%Not reportedQ2 2025
TJXTJX Companies Inc$961K0.55%0.00%Not reportedQ2 2021
SHELShell plc$762K0.43%0.00%Not reportedQ2 2022
AVGOBroadcom Inc.$760K0.43%0.00%NewQ1 2026
MUFGMitsubishi Ufj Financial Group Inc$699K0.40%0.00%Not reportedQ2 2025
PSAPublic Storage$692K0.39%0.00%Not reportedQ2 2025
LINLinde PLC$688K0.39%0.00%Not reportedQ4 2022
STWDStarwood Property Trust, Inc.$668K0.38%0.01%Not reportedQ3 2025
EVNEaton Vance Municipal Income Trust$618K0.35%Not reportedNot reportedQ4 2023
ENBEnbridge Inc$610K0.35%0.00%Not reportedQ2 2021
HDBHDFC Bank Ltd$596K0.34%0.00%Not reportedQ2 2025
QQQInvesco QQQ Trust, Series 1$561K0.32%Not reportedNot reportedQ4 2020
Q3 2025Reported Oct 22, 202568 positions
MSFTMicrosoft Corp$7.4M4.42%0.00%-3.9%Q4 2020
AAPLApple Inc.$6.48M3.87%0.00%+5.8%Q4 2020
PANWPalo Alto Networks Inc$5.92M3.53%0.00%+1.5%Q4 2020
NVDANvidia Corp$5.11M3.05%0.00%+1.5%Q4 2020
PLTRPalantir Technologies Inc.$4.95M2.95%0.00%-3.9%Q3 2023
METAMeta Platforms, Inc.$3.33M1.99%Not reported+33.1%Q1 2022
GOOGAlphabet Inc.$3.14M1.88%Not reported+10.1%Q4 2020
AMZNAmazon Com Inc$3.09M1.85%0.00%+19.3%Q3 2021
MCKMckesson Corp$2.73M1.63%0.00%+1.4%Q4 2023
JPMJPMorgan Chase & Co$2.7M1.61%0.00%+12.6%Q4 2020
CCitigroup Inc$2.64M1.57%0.00%+17.4%Q4 2020
LLYELI LILLY & Co$2.58M1.54%0.00%+24.3%Q1 2023
CBChubb Ltd$2.53M1.51%0.00%+56.9%Q2 2023
EQIXEquinix Inc$2.3M1.37%0.00%+12.2%Q4 2023
ETNEaton Corp plc$2.2M1.31%0.00%-13.7%Q2 2021
CATCaterpillar Inc$2.14M1.28%0.00%-4.0%Q2 2023
APOApollo Global Management, Inc.$2.13M1.27%0.00%+21.6%Q1 2022
SPYSPDR S&P 500 ETF Trust$2.1M1.25%Not reported-1.1%Q4 2020
DHRDanaher Corp$1.82M1.09%0.00%-1.7%Q4 2020
MCDMcdonalds Corp$1.76M1.05%0.00%+17.0%Q3 2023
DUKDuke Energy CORP$1.71M1.02%0.00%+15.1%Q3 2022
WMWaste Management Inc$1.57M0.94%0.00%+21.3%Q4 2022
SPGSimon Property Group Inc.$1.55M0.93%103.40%+20.4%Q3 2023
FTNTFortinet, Inc.$1.54M0.92%0.00%-2.1%Q4 2020
SYKStryker Corp$1.53M0.91%0.00%+6.4%Q4 2020
GLDMWorld Gold Trust$1.51M0.90%0.01%+28.8%Q2 2025
WMTWalmart Inc.$1.49M0.89%0.00%+9.3%Q2 2021
NEENextera Energy Inc$1.48M0.88%0.00%+7.7%Q4 2020
BRK.BBerkshire Hathaway Inc$1.36M0.81%Not reported+23.1%Q4 2020
MLMMartin Marietta Materials Inc$1.33M0.80%0.00%-29.7%Q4 2020
AMATApplied Materials Inc$1.33M0.79%0.00%+2.2%Q2 2021
LOWLowes Companies Inc$1.28M0.77%0.00%+4.6%Q4 2020
AXIAYAXIA Energia S.A.$1.27M0.76%Not reported+17.7%Q2 2025
CARRCARRIER GLOBAL Corp$1.25M0.75%0.00%+7.7%Q4 2020
PGPROCTER & GAMBLE Co$1.22M0.73%0.00%0.0%Q4 2020
MDYSPDR S&P Midcap 400 ETF Trust$953K0.57%Not reported-9.8%Q4 2020
TJXTJX Companies Inc$951K0.57%0.00%+24.8%Q2 2021
XOMExxonMobil Holdings Corp$923K0.55%0.00%+20.9%Q2 2021
KOCoca Cola Co$882K0.53%0.00%-1.5%Q4 2020
GOOGLAlphabet Inc.$852K0.51%0.00%+0.7%Q3 2023
TSMTaiwan Semiconductor Manufacturing Co Ltd$816K0.49%0.00%+55.9%Q2 2025
QQQInvesco QQQ Trust, Series 1$807K0.48%Not reported+21.6%Q4 2020
HDBHDFC Bank Ltd$757K0.45%0.00%+65.3%Q2 2025
STWDStarwood Property Trust, Inc.$696K0.42%0.01%NewQ3 2025
ADSKAutodesk, Inc.$680K0.41%0.00%Not reportedQ4 2020
PSAPublic Storage$679K0.41%0.00%+13.0%Q2 2025
NTESNetEase, Inc.$678K0.40%0.00%+20.9%Q2 2025
SHELShell plc$663K0.40%0.00%+5.2%Q2 2022
NVGNuveen AMT-Free Municipal Credit Income Fund$658K0.39%Not reported-16.6%Q3 2021
ZTSZoetis Inc.$639K0.38%0.00%Not reportedQ4 2020
Q2 2025Reported Jul 23, 202572 positions
MSFTMicrosoft Corp$7.4M4.97%0.00%Not reportedQ4 2020
PANWPalo Alto Networks Inc$5.86M3.94%0.00%Not reportedQ4 2020
AAPLApple Inc.$4.93M3.31%0.00%Not reportedQ4 2020
NVDANvidia Corp$4.26M2.86%0.00%Not reportedQ4 2020
PLTRPalantir Technologies Inc.$3.85M2.58%0.00%Not reportedQ3 2023
AMZNAmazon Com Inc$2.59M1.74%0.00%Not reportedQ3 2021
MCKMckesson Corp$2.56M1.72%0.00%Not reportedQ4 2023
METAMeta Platforms, Inc.$2.51M1.69%Not reportedNot reportedQ1 2022
ETNEaton Corp plc$2.43M1.63%0.00%Not reportedQ2 2021
JPMJPMorgan Chase & Co$2.21M1.48%0.00%Not reportedQ4 2020
LLYELI LILLY & Co$2.12M1.42%0.00%Not reportedQ1 2023
EQIXEquinix Inc$2.08M1.40%0.00%Not reportedQ4 2023
GOOGAlphabet Inc.$2.08M1.40%Not reportedNot reportedQ4 2020
FTNTFortinet, Inc.$1.98M1.33%0.00%Not reportedQ4 2020
SPYSPDR S&P 500 ETF Trust$1.97M1.32%Not reportedNot reportedQ4 2020
CCitigroup Inc$1.88M1.26%0.00%Not reportedQ4 2020
APOApollo Global Management, Inc.$1.86M1.25%0.00%Not reportedQ1 2022
DHRDanaher Corp$1.84M1.24%0.00%Not reportedQ4 2020
CATCaterpillar Inc$1.82M1.22%0.00%Not reportedQ2 2023
CBChubb Ltd$1.65M1.11%0.00%Not reportedQ2 2023
MLMMartin Marietta Materials Inc$1.65M1.11%0.01%Not reportedQ4 2020
SYKStryker Corp$1.54M1.03%0.00%Not reportedQ4 2020
MCDMcdonalds Corp$1.45M0.97%0.00%Not reportedQ3 2023
CARRCARRIER GLOBAL Corp$1.43M0.96%0.00%Not reportedQ4 2020
DUKDuke Energy CORP$1.42M0.95%0.00%Not reportedQ3 2022
WMWaste Management Inc$1.34M0.90%0.00%Not reportedQ4 2022
WMTWalmart Inc.$1.29M0.87%0.00%Not reportedQ2 2021
PGPROCTER & GAMBLE Co$1.27M0.85%0.00%Not reportedQ4 2020
NEENextera Energy Inc$1.27M0.85%0.00%Not reportedQ4 2020
AMATApplied Materials Inc$1.16M0.78%0.00%Not reportedQ2 2021
SPGSimon Property Group Inc.$1.1M0.74%85.85%Not reportedQ3 2023
LOWLowes Companies Inc$1.08M0.73%0.00%Not reportedQ4 2020
BRK.BBerkshire Hathaway Inc$1.07M0.72%Not reportedNot reportedQ4 2020
IFFInternational Flavors & Fragrances Inc$1.04M0.70%0.01%Not reportedQ3 2023
GLDMWorld Gold Trust$1.01M0.68%0.01%NewQ2 2025
MDYSPDR S&P Midcap 400 ETF Trust$1M0.67%Not reportedNot reportedQ4 2020
KOCoca Cola Co$955K0.64%0.00%Not reportedQ4 2020
AXIAYAXIA Energia S.A.$808K0.54%Not reportedNewQ2 2025
NVGNuveen AMT-Free Municipal Credit Income Fund$765K0.51%Not reportedNot reportedQ3 2021
BACBank of America Corp$743K0.50%0.00%Not reportedQ4 2020
XOMExxonMobil Holdings Corp$730K0.49%0.00%Not reportedQ2 2021
EVNEaton Vance Municipal Income Trust$720K0.48%Not reportedNot reportedQ4 2023
ZTSZoetis Inc.$681K0.46%0.00%Not reportedQ4 2020
ADSKAutodesk, Inc.$662K0.45%0.00%Not reportedQ4 2020
TJXTJX Companies Inc$651K0.44%0.00%Not reportedQ2 2021
SHELShell plc$620K0.42%0.00%Not reportedQ2 2022
GOOGLAlphabet Inc.$613K0.41%0.00%Not reportedQ3 2023
PSAPublic Storage$610K0.41%0.00%NewQ2 2025
QQQInvesco QQQ Trust, Series 1$610K0.41%Not reportedNot reportedQ4 2020
HDBHDFC Bank Ltd$514K0.35%0.00%NewQ2 2025
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