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CIK: 0001847343
Total reported value
$201.7M
$201.7M
107 檔
17.5%
As reported in its official Q4 2024 Form 13F filing, InTrack Investment Management Inc's tracked investment portfolio stood at $201.7M with 107 total positions.
InTrack Investment Management Inc executed strategic sector rebalancing during Q4 2024, establishing 6 new positions while fully exiting 10 holdings and trimming 13 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 6.76% | -0.19% | -1.34% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 6.65% | -0.41% | -0.54% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 4.41% | -0.01% | +12.95% | |
| 4 | PANW | Palo Alto Networks Inc | Stock-Tech | 3.64% | +1.65% | +94.73% | |
| 5 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 3.17% | -0.68% | -13.22% | |
| 6 | NVDA | Nvidia CORP | Stock-Tech | 2.56% | -0.06% | +3.68% | |
| 7 | LLY | Eli Lilly & Co | Stock-Healthcare | 2.35% | +0.19% | +28.84% | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.07% | -0.01% | -5.42% | |
| 9 | MCK | Mckesson CORP | Stock-Healthcare | 2.05% | -0.38% | -9.39% | |
| 10 | MDY | State Street Spdr S&p Midcap | ETF-Other | 2.03% | -0.07% | +11.03% | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.83% | -0.05% | -8.35% | |
| 12 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.75% | +0.74% | +8.09% | |
| 13 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.74% | -0.05% | -4.65% | |
| 14 | DHR | Danaher CORP | Stock-Healthcare | 1.65% | -0.30% | +47.47% | |
| 15 | ETN | Eaton Corporation plc | Stock-Industrials | 1.59% | +0.01% | +52.24% | |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.58% | -0.14% | +2.86% | |
| 17 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.56% | -0.05% | -7.06% | |
| 18 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.43% | -0.16% | +12.01% | |
| 19 | EQIX | Equinix Inc | Stock-Real Estate | 1.41% | -0.52% | +124.95% | |
| 20 | VSLU | Applied Finance Valuat ETF | ETF-Other | 1.38% | -0.08% | -0.40% | |
| 21 | IFF | Intl Flavors & Fragrances | Stock-Materials | 1.35% | — | +98.11% | |
| 22 | FTNT | Fortinet Inc | Stock-Tech | 1.34% | +0.50% | -8.45% | |
| 23 | MLM | Martin Marietta Materials | Stock-Materials | 1.24% | -0.10% | +33.88% | |
| 24 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.24% | +0.19% | +46.15% | |
| 25 | CRM | Salesforce Inc | Stock-Tech | 1.23% | — | -4.70% | |
| 26 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.20% | -0.40% | +63.30% | |
| 27 | HD | Home Depot Inc | Stock-Consumer Disc | 1.13% | +0.10% | NEW | |
| 28 | FBND | Fidelity Total Bond ETF | ETF-Other | 1.08% | +0.17% | +41.93% | |
| 29 | DELL | Dell Technologies -c | Stock-Tech | 1.03% | — | +150.16% | |
| 30 | BAC | Bank Of America CORP | Stock-Financials | 1.02% | +0.01% | -9.51% | |
| 31 | ABT | Abbott Laboratories | Stock-Healthcare | 1.00% | — | -1.04% | |
| 32 | SYK | Stryker CORP | Stock-Healthcare | 1.00% | -0.08% | +8.94% | |
| 33 | AMD | Advanced Micro Devices | Stock-Tech | 1.00% | — | +13.13% | |
| 34 | C | Citigroup Inc | Stock-Financials | 1.00% | +0.11% | +28.86% | |
| 35 | CAT | Caterpillar Inc | Stock-Industrials | 0.99% | +0.30% | +65.13% | |
| 36 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.97% | -0.11% | -39.25% | |
| 37 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.97% | — | -7.34% | |
| 38 | CARR | Carrier Global CORP | Stock-Industrials | 0.95% | +0.08% | +132.12% | |
| 39 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.92% | -0.19% | EXIT | |
| 40 | BEPC | Brookfield Renewable CORP | Stock-Utilities | 0.89% | +0.14% | NEW | |
| 41 | EVN | Eaton Vance Muni Inc Tr | Stock-Other | 0.88% | -0.05% | +93.08% | |
| 42 | CVX | Chevron CORP | Stock-Energy | 0.84% | — | -42.24% | |
| 43 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.83% | -0.05% | -19.88% | |
| 44 | DLR | Digital Realty Trust Inc | Stock-Real Estate | 0.81% | — | -11.47% | |
| 45 | WMT | Walmart Inc | Stock-Consumer Staples | 0.80% | -0.22% | +85.28% | |
| 46 | APO | Apollo Global Management Inc | Stock-Financials | 0.76% | -0.41% | +69.93% | |
| 47 | NEE | Nextera Energy Inc | Stock-Utilities | 0.74% | -0.17% | +95.73% | |
| 48 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.73% | +0.02% | — | |
| 49 | ADSK | Autodesk Inc | Stock-Tech | 0.69% | -0.08% | +52.74% | |
| 50 | NVG | Nuveen Amt-fr Muni Crdt | Stock-Other | 0.69% | -0.03% | -8.11% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | PLTR | Palantir Technologies Inc-a | +1.1% | -13.22% | Trim |
| 2 | VO | Vanguard Mid-cap ETF | +0.9% | NEW | New buy |
| 3 | BEPC | Brookfield Renewable CORP | +0.9% | NEW | New buy |
| 4 | EQIX | Equinix Inc | +0.8% | +124.95% | Add |
| 5 | DELL | Dell Technologies -c | +0.6% | +150.16% | Add |
| 6 | WM | Waste Management Inc | +0.6% | NEW | New buy |
| 7 | ETN | Eaton Corporation plc | +0.6% | +52.24% | Add |
| 8 | GOOG | Alphabet Inc-cl C | +0.5% | +46.15% | Add |
| 9 | IFF | Intl Flavors & Fragrances | +0.5% | +98.11% | Add |
| 10 | HD | Home Depot Inc | +0.5% | +77.22% | Add |
| 11 | CARR | Carrier Global CORP | +0.5% | +132.12% | Add |
| 12 | AAPL | Apple Inc | +0.5% | +12.95% | Add |
| 13 | TJX | Tjx Companies Inc | +0.4% | NEW | New buy |
| 14 | WMT | Walmart Inc | +0.4% | +85.28% | Add |
| 15 | APO | Apollo Global Management Inc | +0.4% | +69.93% | Add |
| 16 | AMAT | Applied Materials Inc | +0.4% | NEW | New buy |
| 17 | MCD | Mcdonald's CORP | +0.4% | +63.30% | Add |
| 18 | GD | General Dynamics CORP | +0.4% | NEW | New buy |
| 19 | EVN | Eaton Vance Muni Inc Tr | +0.4% | +93.08% | Add |
| 20 | CAT | Caterpillar Inc | +0.4% | +65.13% | Add |
| 21 | C | Citigroup Inc | +0.3% | +28.86% | Add |
| 22 | DHR | Danaher CORP | +0.3% | +47.47% | Add |
| 23 | FBND | Fidelity Total Bond ETF | +0.3% | +41.93% | Add |
| 24 | MLM | Martin Marietta Materials | +0.3% | +33.88% | Add |
| 25 | NEE | Nextera Energy Inc | +0.3% | +95.73% | Add |
| 26 | NVDA | Nvidia CORP | +0.3% | +3.68% | Add |
| 27 | ADSK | Autodesk Inc | +0.3% | +52.74% | Add |
| 28 | ELV | Elevance Health Inc | -0.2% | EXIT | Sold out |
| 29 | AMD | Advanced Micro Devices | -0.3% | +13.13% | Add |
| 30 | XYL | Xylem Inc | -0.3% | -39.93% | Trim |
| 31 | DAL | Delta Air Lines Inc | -0.3% | EXIT | Sold out |
| 32 | IBB | Ishares Biotechnology ETF | -0.3% | EXIT | Sold out |
| 33 | NVS | Novartis Ag-sponsored Adr | -0.3% | EXIT | Sold out |
| 34 | F | Ford Motor Co | -0.3% | -71.57% | Trim |
| 35 | NEM | Newmont CORP | -0.3% | EXIT | Sold out |
| 36 | STZ | Constellation Brands Inc-a | -0.3% | EXIT | Sold out |
| 37 | BG | Bunge Global SA | -0.3% | EXIT | Sold out |
| 38 | VEA | Vanguard Ftse Developed ETF | -0.3% | -19.88% | Trim |
| 39 | PLD | Prologis Inc | -0.4% | -55.58% | Trim |
| 40 | TSLA | Tesla Inc | -0.4% | -64.62% | Trim |
| 41 | MSFT | Microsoft CORP | -0.4% | -0.54% | Trim |
| 42 | NVO | Novo-nordisk A/s-spons Adr | -0.4% | EXIT | Sold out |
| 43 | UNH | Unitedhealth Group Inc | -0.5% | -48.13% | Trim |
| 44 | ROK | Rockwell Automation Inc | -0.5% | EXIT | Sold out |
| 45 | PEP | Pepsico Inc | -0.5% | -50.83% | Trim |
| 46 | CVX | Chevron CORP | -0.5% | -42.24% | Trim |
| 47 | XOM | Exxon Mobil CORP | -0.7% | -59.29% | Trim |
| 48 | NOW | Servicenow Inc | -0.8% | -80.53% | Trim |
| 49 | EFA | Ishares Msci Eafe ETF | -0.8% | -39.25% | Trim |
| 50 | BEPC | Brookfield Renewable Corporation | -1.2% | EXIT | Sold out |
According to official SEC Form 13F filings, InTrack Investment Management Inc reported a total U.S. public equity portfolio value of $201.7M across 107 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VOO, MSFT, AAPL) accounted for 17.5% of total reported equity market value during Q4 2024.
Top New Position Initiated
VO
市值: $1.3M
Top Position Liquidated / Trimmed
BEPC
前期市值: $1.7M
During Q4 2024, InTrack Investment Management Inc's top holdings by market value included VOO (6.8%)、MSFT (6.7%)、AAPL (4.4%). The largest single position, VOO, represented 6.8% of total portfolio value.
In Q4 2024, InTrack Investment Management Inc made 50 total portfolio adjustments, initiating 6 new buys, adding to 21 positions, trimming 13 holdings, and fully liquidating 10 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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