InTrack Investment Management Inc

CIK 0001847343 • 7 13F filings • Apr 15, 2025 – Oct 15, 2026

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Filer information

Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).

AUM over time

$0 latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsIndustrialsEnergyReal EstateOther

Holdings by filing

Portfolio value: $181.6M108 positionsView on SEC.gov

			% of Portfolio
ABRDN ETFS	BBRG ALL COMMDY	$716K	0.4%Prev: 0.4%	23,116 SH	Increased+2,496 SH
ALPHABET INC	CAP STK CL A	$786K	0.4%Prev: 0.5%	2,510 SH	Decreased-995 SH
ALPHABET INC	CAP STK CL C	$4.3M	2.4%Prev: 1.9%	13,719 SH	Increased+814 SH
AMAZON COM INC	COM	$3.6M	2.0%Prev: 1.8%	15,610 SH	Increased+1,528 SH
APOLLO GLOBAL MGMT INC	COM	$2.3M	1.3%Prev: 1.3%	16,040 SH	Increased+66 SH
APPLE INC	COM	$6.8M	3.8%Prev: 3.9%	25,175 SH	Increased-282 SH
APPLIED MATLS INC	COM	$1.6M	0.9%Prev: 0.8%	6,158 SH	Increased-339 SH
AUTODESK INC	COM	$633K	0.3%Prev: 0.4%	2,140 SH	Decreased
BANK AMERICA CORP	COM	$598K	0.3%Prev: 0.4%	10,872 SH	Increased-567 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1.5M	0.8%Prev: 0.8%	3,021 SH	Increased+320 SH
CAPITAL GRP FIXED INCM ETF T	CORE BOND ETF	$3.0M	1.6%Prev: 1.3%	111,737 SH	Increased+28,687 SH
CARRIER GLOBAL CORPORATION	COM	$1.1M	0.6%Prev: 0.7%	20,618 SH	Decreased-349 SH
CATERPILLAR INC	COM	$2.1M	1.1%Prev: 1.3%	3,620 SH	Decreased-875 SH
CENTRAIS ELET BRAS SA	SPON ADS PF CL C	$253K	0.1%	29,399 SH	New
CENTRAIS ELET BRAS SA	SPONSORED ADR	$1.0M	0.6%	112,146 SH	New
CHEVRON CORP NEW	COM	$258K	0.1%Prev: 0.2%	1,691 SH	Increased+66 SH
CHUBB LIMITED	COM	$2.9M	1.6%Prev: 1.5%	9,151 SH	Increased+187 SH
CITIGROUP INC	COM NEW	$3.1M	1.7%Prev: 1.6%	26,382 SH	Increased+420 SH
COCA COLA CO	COM	$964K	0.5%Prev: 0.5%	13,796 SH	Increased+500 SH
CRANE COMPANY	COMMON STOCK	$296K	0.2%Prev: 0.2%	1,607 SH	Increased+50 SH
DANAHER CORPORATION	COM	$2.2M	1.2%Prev: 1.1%	9,572 SH	Increased+400 SH
DIMENSIONAL ETF TRUST	INTERNATNAL VAL	$4.5M	2.5%Prev: 2.7%	89,599 SH	Decreased-7,676 SH
DIMENSIONAL ETF TRUST	US TARGETED VLU	$4.0M	2.2%Prev: 2.3%	67,375 SH	Increased+33 SH
DUKE ENERGY CORP NEW	COM NEW	$1.8M	1.0%Prev: 1.0%	15,273 SH	Increased+1,465 SH
EATON CORP PLC	SHS	$2.0M	1.1%Prev: 1.3%	6,333 SH	Decreased+461 SH
EATON VANCE MUNI INCOME TRUS	SH BEN INT	$699K	0.4%Prev: 0.2%	64,991 SH	Increased+29,990 SH
ELI LILLY & CO	COM	$3.9M	2.2%Prev: 1.5%	3,672 SH	Increased+292 SH
EMERSON ELEC CO	COM	$248K	0.1%Prev: 0.1%	1,866 SH	Increased+248 SH
ENBRIDGE INC	COM	$568K	0.3%Prev: 0.3%	11,873 SH	Increased+1,010 SH
EPLUS INC	COM	$425K	0.2%Prev: 0.2%	4,850 SH	Increased
EQUINIX INC	COM	$2.2M	1.2%Prev: 1.4%	2,878 SH	Decreased-62 SH
ETF OPPORTUNITIES TRUST	APPLIED FINA VAL	$817K	0.4%Prev: 0.5%	18,451 SH	Increased-287 SH
EXXON MOBIL CORP	COM	$996K	0.5%Prev: 0.6%	8,277 SH	Increased+91 SH
FIDELITY COVINGTON TRUST	ENHANCED EMRNGS	$1.9M	1.0%Prev: 0.8%	56,953 SH	Increased+16,446 SH
FIDELITY COVINGTON TRUST	ENHANCED INTL	$6.3M	3.5%Prev: 3.4%	171,270 SH	Increased+7,952 SH
FIDELITY COVINGTON TRUST	ENHANCED LARGE	$1.8M	1.0%Prev: 1.1%	44,035 SH	Increased-222 SH
FIDELITY COVINGTON TRUST	ENHANCED MID	$2.4M	1.3%Prev: 1.4%	64,701 SH	Decreased-2,108 SH
FIDELITY GREENWOOD STREET TR	HEDGED EQTY ETF	$2.1M	1.2%Prev: 1.7%	68,646 SH	Decreased-22,489 SH
FIDELITY MERRIMACK STR TR	TACTICAL BOND	$352K	0.2%Prev: 0.2%	7,108 SH	Increased+1,615 SH
FIDELITY MERRIMACK STR TR	TOTAL BD ETF	$4.1M	2.3%Prev: 2.3%	89,021 SH	Increased+6,458 SH
FORTINET INC	COM	$1.4M	0.8%Prev: 0.9%	17,933 SH	Decreased-425 SH
HDFC BANK LTD	SPONSORED ADS	$858K	0.5%Prev: 0.5%	23,476 SH	Increased+1,303 SH
HOME DEPOT INC	COM	$216K	0.1%Prev: 0.2%	627 SH	Decreased-95 SH
INTERNATIONAL BUSINESS MACHS	COM	$205K	0.1%	693 SH	New
INVESCO QQQ TR	UNIT SER 1	$807K	0.4%Prev: 0.5%	1,314 SH	Increased-30 SH
ISHARES TR	3 7 YR TREAS BD	$5.2M	2.9%Prev: 2.3%	43,515 SH	Increased+10,745 SH
ISHARES TR	CORE S&P MCP ETF	$203K	0.1%Prev: 0.1%	3,070 SH	Increased
ISHARES TR	CORE S&P TTL STK	$387K	0.2%Prev: 0.2%	2,600 SH	Increased
ISHARES TR	CORE S&P US GWT	$237K	0.1%Prev: 0.1%	1,411 SH	Increased
ISHARES TR	CORE S&P500 ETF	$6.6M	3.6%Prev: 3.9%	9,642 SH	Increased-60 SH
ISHARES TR	MSCI EAFE ETF	$701K	0.4%Prev: 0.4%	7,295 SH	Increased-28 SH
ISHARES TR	MSCI USA MIN VOL	$252K	0.1%Prev: 0.2%	2,681 SH	Decreased
ISHARES TR	MSCI USA QLT FCT	$1.0M	0.6%Prev: 0.6%	5,130 SH	Increased-70 SH
ISHARES TR	U.S. TECH ETF	$540K	0.3%Prev: 0.2%	2,706 SH	Increased+868 SH
J P MORGAN EXCHANGE TRADED F	INCOME ETF	$1.7M	0.9%Prev: 0.9%	37,021 SH	Increased+5,668 SH
J P MORGAN EXCHANGE TRADED F	INTL BD OPP ETF	$1.4M	0.8%Prev: 0.7%	29,238 SH	Increased+5,372 SH
J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$276K	0.2%Prev: 0.2%	5,459 SH	Decreased-75 SH
JPMORGAN CHASE & CO.	COM	$2.9M	1.6%Prev: 1.6%	8,914 SH	Increased+346 SH
LINDE PLC	SHS	$586K	0.3%Prev: 0.4%	1,374 SH	Decreased+30 SH
LOWES COS INC	COM	$1.3M	0.7%Prev: 0.8%	5,277 SH	Decreased+169 SH
MARRIOTT INTL INC NEW	CL A	$279K	0.2%Prev: 0.1%	900 SH	Increased+12 SH
MARTIN MARIETTA MATLS INC	COM	$1.5M	0.8%Prev: 0.8%	2,390 SH	Increased+274 SH
MCDONALDS CORP	COM	$1.9M	1.1%Prev: 1.1%	6,356 SH	Increased+562 SH
MCKESSON CORP	COM	$2.9M	1.6%Prev: 1.6%	3,543 SH	Increased+6 SH
MERCK & CO INC	COM	$374K	0.2%Prev: 0.2%	3,557 SH	Increased
META PLATFORMS INC	CL A	$3.9M	2.1%Prev: 2.0%	5,861 SH	Increased+1,329 SH
MICROSOFT CORP	COM	$6.6M	3.7%Prev: 4.4%	13,712 SH	Decreased-584 SH
MITSUBISHI UFJ FINL GROUP IN	SPONSORED ADS	$650K	0.4%Prev: 0.4%	40,989 SH	Increased+1,546 SH
MONDELEZ INTL INC	CL A	$325K	0.2%Prev: 0.3%	6,029 SH	Decreased-2,351 SH
NETEASE INC	SPONSORED ADS	$710K	0.4%Prev: 0.4%	5,157 SH	Increased+694 SH
NEXTERA ENERGY INC	COM	$1.6M	0.9%Prev: 0.9%	20,097 SH	Increased+473 SH
NOVO-NORDISK A S	ADR	$431K	0.2%Prev: 0.3%	8,480 SH	Increased+726 SH
NUVEEN AMT FREE MUN CR INC F	COM	$746K	0.4%Prev: 0.4%	58,956 SH	Increased+5,450 SH
NVIDIA CORPORATION	COM	$5.4M	3.0%Prev: 3.0%	28,848 SH	Increased+1,468 SH
PALANTIR TECHNOLOGIES INC	CL A	$4.8M	2.6%Prev: 3.0%	27,051 SH	Decreased-76 SH
PALO ALTO NETWORKS INC	COM	$5.6M	3.1%Prev: 3.5%	30,647 SH	Decreased+1,584 SH
PEPSICO INC	COM	$240K	0.1%Prev: 0.1%	1,674 SH	Increased+22 SH
PGIM ETF TR	ACTV HY BD ETF	$1.3M	0.7%Prev: 0.6%	37,520 SH	Increased+8,461 SH
PHILLIPS 66	COM	$233K	0.1%Prev: 0.1%	1,803 SH	Increased+267 SH
PROCTER AND GAMBLE CO	COM	$1.2M	0.7%Prev: 0.7%	8,632 SH	Increased+668 SH
PUBLIC STORAGE OPER CO	COM	$669K	0.4%Prev: 0.4%	2,579 SH	Decreased+230 SH
SELECT SECTOR SPDR TR	STATE STREET COM	$284K	0.2%	2,411 SH	New
SELECT SECTOR SPDR TR	STATE STREET FIN	$373K	0.2%	6,808 SH	New
SELECT SECTOR SPDR TR	STATE STREET IND	$507K	0.3%	3,271 SH	New
SERVICE CORP INTL	COM	$234K	0.1%Prev: 0.1%	3,000 SH	Decreased
SHELL PLC	SPON ADS	$725K	0.4%Prev: 0.4%	9,866 SH	Increased+594 SH
SIMON PPTY GROUP INC NEW	COM	$1.6M	0.9%Prev: 0.9%	8,663 SH	Increased+391 SH
SPDR INDEX SHS FDS	S&P EM MKT DIV	$322K	0.2%Prev: 0.2%	8,228 SH	Increased+271 SH
SPDR S&P 500 ETF TR	TR UNIT	$2.1M	1.2%Prev: 1.3%	3,128 SH	Increased-25 SH
SPDR S&P MIDCAP 400 ETF TR	UTSER1 S&PDCRP	$964K	0.5%Prev: 0.6%	1,599 SH	Increased
STARWOOD PPTY TR INC	COM	$654K	0.4%Prev: 0.4%	36,287 SH	Decreased+361 SH
STRYKER CORPORATION	COM	$1.7M	0.9%Prev: 0.9%	4,855 SH	Increased+720 SH
TAIWAN SEMICONDUCTOR MFG LTD	SPONSORED ADS	$1.0M	0.6%Prev: 0.5%	3,426 SH	Increased+506 SH
TJX COS INC NEW	COM	$1.0M	0.6%Prev: 0.6%	6,605 SH	Increased+26 SH
VANGUARD INDEX FDS	MID CAP ETF	$444K	0.2%Prev: 0.3%	1,531 SH	Decreased-97 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$3.3M	1.8%Prev: 2.0%	5,337 SH	Increased-81 SH
VANGUARD INDEX FDS	SML CP GRW ETF	$2.3M	1.3%Prev: 1.3%	7,529 SH	Increased-24 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$419K	0.2%Prev: 0.3%	1,250 SH	Decreased-82 SH
VANGUARD INDEX FDS	VALUE ETF	$1.3M	0.7%Prev: 0.8%	7,050 SH	Increased+36 SH
VANGUARD SCOTTSDALE FDS	INTER TERM TREAS	$384K	0.2%Prev: 0.2%	6,407 SH	Increased+1,007 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$690K	0.4%Prev: 0.4%	11,047 SH	Increased-3 SH
VANGUARD WHITEHALL FDS	INTL DVD ETF	$2.1M	1.1%Prev: 1.2%	22,466 SH	Increased+722 SH
VANGUARD WORLD FD	ESG US STK ETF	$813K	0.4%Prev: 0.2%	6,725 SH	Increased+3,210 SH
VANGUARD WORLD FD	INF TECH ETF	$533K	0.3%Prev: 0.3%	707 SH	Increased
WALMART INC	COM	$1.6M	0.9%Prev: 0.9%	14,738 SH	Increased+324 SH
WASTE MGMT INC DEL	COM	$1.9M	1.1%Prev: 0.9%	8,742 SH	Increased+1,640 SH
WORLD GOLD TR	SPDR GLD MINIS	$1.6M	0.9%Prev: 0.9%	18,751 SH	Increased-1,010 SH
ZOETIS INC	CL A	$411K	0.2%Prev: 0.4%	3,269 SH	Decreased-1,100 SH

Sold (vs prior filing)

ABBOTT LABS — $206K
CENTRAIS ELETRICAS BRASILEIR — $1.3M
SELECT SECTOR SPDR TR — $273K
SELECT SECTOR SPDR TR — $345K
SELECT SECTOR SPDR TR — $477K

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Oct 15, 2026	Q3 2026	13F-HR	0001847343-26-000004	—	View
Jan 14, 2026	Q4 2025	13F-HR	0001847343-26-000001	$181.6M	View
Oct 22, 2025	Q3 2025