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Portfolio (Quarterly) Guide ↗

InTrack Investment Management Inc

· CIK 0001847343
13F Portfolio $202M AUM 110 positions Filed Jul 17, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 8 New 40 Added 44 Reduced 6 Exited
Page 1 of 3  ·  44 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 PANW PALO ALTO NETWORKS INC Technology 27,173.0 $9.3M 4.59% -5K -15.5% $341.02 +6.2%
2 NVDA NVIDIA CORPORATION Technology 27,207.0 $5.4M 2.70% -596.0 -2.1% $200.09 +8.7%
3 MSFT MICROSOFT CORP Technology 14,317.0 $5.3M 2.65% -165.0 -1.1% $373.02 +34.3%
4 DFIV DIMENSIONAL ETF TRUST 96,942.0 $5.2M 2.60% -3K -2.5% $54.02 +7.4%
5 DFAT DIMENSIONAL ETF TRUST 63,336.0 $4.4M 2.19% -2K -3.2% $69.90 +0.7%
6 LLY ELI LILLY & CO Healthcare 3,505.0 $4.2M 2.08% -109.0 -3.0% $1199.29 -3.3%
7 AMAT APPLIED MATLS INC Technology 5,444.0 $3.9M 1.95% -914.0 -14.4% $723.00 -38.9%
8 C CITIGROUP INC Financial Services 27,397.0 $3.8M 1.90% -360.0 -1.3% $139.96 -5.3%
9 CAT CATERPILLAR INC Industrials 3,086.0 $3.3M 1.63% -212.0 -6.4% $1064.90 -26.8%
10 VOO VANGUARD INDEX FDS 4,217.0 $2.9M 1.44% -575.0 -12.0% $686.84 +1.9%
11 FORTINET INC 17,608.0 $2.7M 1.34% -325.0 -1.8% $153.62
12 ETN EATON CORP PLC Industrials 5,899.0 $2.5M 1.25% -172.0 -2.8% $426.11 -8.3%
13 FIDELITY GREENWOOD STREET TR 58,874.0 $1.9M 0.96% -9K -13.4% $32.93
14 SPY STATE STR SPDR S&P 500 ETF T Financial Services 2,432.0 $1.8M 0.90% -134.0 -5.2% $746.91 +2.0%
15 FELG FIDELITY COVINGTON TRUST 38,406.0 $1.7M 0.83% -3K -6.3% $43.75 -0.3%
16 DHR DANAHER CORP DEL Healthcare 8,392.0 $1.6M 0.79% -2K -17.2% $190.48 +8.6%
17 WMT WALMART INC Consumer Defensive 13,890.0 $1.6M 0.78% -238.0 -1.7% $113.26 -6.5%
18 CARR CARRIER GLOBAL CORPORATION Industrials 20,479.0 $1.5M 0.74% -139.0 -0.7% $73.35 -21.9%
19 MCD MCDONALDS CORP Consumer Cyclical 5,371.0 $1.5M 0.72% -974.0 -15.3% $270.31 -3.4%
20 BERKSHIRE HATHAWAY INC DEL 2,852.0 $1.4M 0.71% -265.0 -8.5% $500.36
Page 1 of 3  ·  44 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 35.9%
Financial Services 16.8%
Healthcare 10.3%
Industrials 9.1%
Consumer Cyclical 7.2%
Real Estate 4.8%
Consumer Defensive 4.1%
Communication Services 3.8%
Utilities 3.8%
Energy 2.2%