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CIK: 0001847343
Total reported value
$201.7M
$201.7M
90 檔
13.7%
According to the latest 13F quarterly dataset, InTrack Investment Management Inc managed an equity portfolio of $201.7M at the end of Q1 2025, spanning 90 distinct U.S. exchange-listed positions.
In Q1 2025, InTrack Investment Management Inc displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including VOO, MSFT, AAPL) accounted for 13.7% of total reported equity market value during Q1 2025.
Top New Position Initiated
VOO
市值: $8.7M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 7.92% | -0.19% | -6.21% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 5.63% | -0.41% | -28.02% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 4.36% | -0.01% | -20.21% | |
| 4 | PANW | Palo Alto Networks Inc | Stock-Tech | 3.92% | +1.65% | -17.24% | |
| 5 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 3.27% | -0.68% | -38.20% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.08% | +0.74% | +40.81% | |
| 7 | NVDA | Nvidia CORP | Stock-Tech | 2.38% | -0.06% | -13.25% | |
| 8 | MDY | State Street Spdr S&p Midcap | ETF-Other | 2.31% | -0.07% | -5.20% | |
| 9 | MCK | Mckesson CORP | Stock-Healthcare | 2.26% | -0.38% | -25.18% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.25% | -0.05% | -1.69% | |
| 11 | LLY | Eli Lilly & Co | Stock-Healthcare | 2.21% | +0.19% | -34.68% | |
| 12 | EQIX | Equinix Inc | Stock-Real Estate | 1.94% | -0.52% | +16.53% | |
| 13 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.91% | -0.01% | -19.16% | |
| 14 | ETN | Eaton Corporation plc | Stock-Industrials | 1.81% | +0.01% | +9.29% | |
| 15 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.79% | -0.19% | EXIT | |
| 16 | FTNT | Fortinet Inc | Stock-Tech | 1.69% | +0.50% | -7.12% | |
| 17 | DHR | Danaher CORP | Stock-Healthcare | 1.60% | -0.30% | -13.89% | |
| 18 | VSLU | Applied Finance Valuat ETF | ETF-Other | 1.58% | -0.08% | -9.33% | |
| 19 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.50% | -0.16% | -24.16% | |
| 20 | FBND | Fidelity Total Bond ETF | ETF-Other | 1.50% | +0.17% | +3.89% | |
| 21 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.47% | -0.05% | -34.23% | |
| 22 | MLM | Martin Marietta Materials | Stock-Materials | 1.42% | -0.10% | -5.11% | |
| 23 | APO | Apollo Global Management Inc | Stock-Financials | 1.41% | -0.41% | +66.31% | |
| 24 | CAT | Caterpillar Inc | Stock-Industrials | 1.39% | +0.30% | +22.27% | |
| 25 | EFA | Ishares Msci Eafe ETF | ETF-Other | 1.34% | -0.11% | -2.14% | |
| 26 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.31% | -0.40% | -24.34% | |
| 27 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.28% | +0.19% | -2.47% | |
| 28 | WM | Waste Management Inc | Stock-Industrials | 1.22% | -0.10% | +50.99% | |
| 29 | IFF | Intl Flavors & Fragrances | Stock-Materials | 1.19% | — | -26.77% | |
| 30 | CARR | Carrier Global CORP | Stock-Industrials | 1.11% | +0.08% | -3.35% | |
| 31 | C | Citigroup Inc | Stock-Financials | 1.08% | +0.11% | -13.77% | |
| 32 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.05% | -0.05% | -46.87% | |
| 33 | WMT | Walmart Inc | Stock-Consumer Staples | 1.04% | -0.22% | +3.00% | |
| 34 | DUK | Duke Energy CORP | Stock-Utilities | 1.03% | -0.14% | +4.26% | |
| 35 | SYK | Stryker CORP | Stock-Healthcare | 1.02% | -0.08% | -23.18% | |
| 36 | EVN | Eaton Vance Muni Inc Tr | Stock-Other | 0.97% | -0.05% | -17.51% | |
| 37 | NEE | Nextera Energy Inc | Stock-Utilities | 0.93% | -0.17% | -7.67% | |
| 38 | FENI | Fidelity Enhanced Intl ETF | ETF-Other | 0.93% | +0.06% | — | |
| 39 | NVG | Nuveen Amt-fr Muni Crdt | Stock-Other | 0.90% | -0.03% | +0.04% | |
| 40 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.89% | -0.05% | -22.60% | |
| 41 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.84% | -0.04% | -14.73% | |
| 42 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.83% | -0.14% | -65.96% | |
| 43 | SPG | Simon Property Group Inc | Stock-Real Estate | 0.83% | +0.04% | +15.96% | |
| 44 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.83% | -0.11% | +48.46% | |
| 45 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.77% | -0.10% | +209.58% | |
| 46 | CRM | Salesforce Inc | Stock-Tech | 0.77% | — | -42.41% | |
| 47 | ZTS | Zoetis Inc | Stock-Healthcare | 0.73% | — | +1.10% | |
| 48 | DLR | Digital Realty Trust Inc | Stock-Real Estate | 0.71% | — | -18.63% | |
| 49 | MAR | Marriott International -cl A | Stock-Consumer Disc | 0.70% | — | +188.10% | |
| 50 | AMAT | Applied Materials Inc | Stock-Tech | 0.67% | +0.71% | +56.18% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | — | NEW | New buy |
| 2 | MSFT | Microsoft CORP | — | NEW | New buy |
| 3 | AAPL | Apple Inc | — | NEW | New buy |
| 4 | PANW | Palo Alto Networks Inc | — | NEW | New buy |
| 5 | PLTR | Palantir Technologies Inc-a | — | NEW | New buy |
| 6 | IVV | Ishares Core S&p 500 ETF | — | NEW | New buy |
| 7 | NVDA | Nvidia CORP | — | NEW | New buy |
| 8 | MDY | State Street Spdr S&p Midcap | — | NEW | New buy |
| 9 | MCK | Mckesson CORP | — | NEW | New buy |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | NEW | New buy |
| 11 | LLY | Eli Lilly & Co | — | NEW | New buy |
| 12 | EQIX | Equinix Inc | — | NEW | New buy |
| 13 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 14 | ETN | Eaton Corporation plc | — | NEW | New buy |
| 15 | VO | Vanguard Mid-cap ETF | — | NEW | New buy |
| 16 | FTNT | Fortinet Inc | — | NEW | New buy |
| 17 | DHR | Danaher CORP | — | NEW | New buy |
| 18 | VSLU | Applied Finance Valuat ETF | — | NEW | New buy |
| 19 | PG | Procter & Gamble Co/the | — | NEW | New buy |
| 20 | FBND | Fidelity Total Bond ETF | — | NEW | New buy |
| 21 | JPM | Jpmorgan Chase & Co | — | NEW | New buy |
| 22 | MLM | Martin Marietta Materials | — | NEW | New buy |
| 23 | APO | Apollo Global Management Inc | — | NEW | New buy |
| 24 | CAT | Caterpillar Inc | — | NEW | New buy |
| 25 | EFA | Ishares Msci Eafe ETF | — | NEW | New buy |
| 26 | MCD | Mcdonald's CORP | — | NEW | New buy |
| 27 | GOOG | Alphabet Inc-cl C | — | NEW | New buy |
| 28 | WM | Waste Management Inc | — | NEW | New buy |
| 29 | IFF | Intl Flavors & Fragrances | — | NEW | New buy |
| 30 | CARR | Carrier Global CORP | — | NEW | New buy |
| 31 | C | Citigroup Inc | — | NEW | New buy |
| 32 | META | Meta Platforms Inc-class A | — | NEW | New buy |
| 33 | WMT | Walmart Inc | — | NEW | New buy |
| 34 | DUK | Duke Energy CORP | — | NEW | New buy |
| 35 | SYK | Stryker CORP | — | NEW | New buy |
| 36 | EVN | Eaton Vance Muni Inc Tr | — | NEW | New buy |
| 37 | NEE | Nextera Energy Inc | — | NEW | New buy |
| 38 | FENI | Fidelity Enhanced Intl ETF | — | NEW | New buy |
| 39 | NVG | Nuveen Amt-fr Muni Crdt | — | NEW | New buy |
| 40 | VEA | Vanguard Ftse Developed ETF | — | NEW | New buy |
| 41 | KO | Coca-cola Co/the | — | NEW | New buy |
| 42 | BRK-B | Berkshire Hathaway Inc-cl B | — | NEW | New buy |
| 43 | SPG | Simon Property Group Inc | — | NEW | New buy |
| 44 | TJX | Tjx Companies Inc | — | NEW | New buy |
| 45 | LOW | Lowe's Cos Inc | — | NEW | New buy |
| 46 | CRM | Salesforce Inc | — | NEW | New buy |
| 47 | ZTS | Zoetis Inc | — | NEW | New buy |
| 48 | DLR | Digital Realty Trust Inc | — | NEW | New buy |
| 49 | MAR | Marriott International -cl A | — | NEW | New buy |
| 50 | AMAT | Applied Materials Inc | — | NEW | New buy |
According to official SEC Form 13F filings, InTrack Investment Management Inc reported a total U.S. public equity portfolio value of $201.7M across 90 disclosed positions in Q1 2025.
During Q1 2025, InTrack Investment Management Inc's top holdings by market value included VOO (7.9%)、MSFT (5.6%)、AAPL (4.4%). The largest single position, VOO, represented 7.9% of total portfolio value.
In Q1 2025, InTrack Investment Management Inc made 50 total portfolio adjustments, initiating 50 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 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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