Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
InTrack Investment Management Inc (CIK 1847343) reported $201.7M across 110 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: IVV ($9.5M, 4.72%), PANW ($9.3M, 4.59%), FENI ($7.6M, 3.76%), AAPL ($7.3M, 3.63%), IEI ($6.3M, 3.14%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $9.5M | 4.72% | 12,709 | Added |
| 2 | PANW | PALO ALTO NETWORKS INC | $9.3M | 4.59% | 27,173 | Trimmed |
| 3 | FENI | FIDELITY COVINGTON TRUST | $7.6M | 3.76% | 188,783 | Added |
| 4 | AAPL | APPLE INC | $7.3M | 3.63% | 25,310 | Added |
| 5 | IEI | ISHARES TR | $6.3M | 3.14% | 54,004 | Added |
| 6 | FBND | FIDELITY MERRIMACK STR TR | $5.8M | 2.90% | 128,435 | Added |
| 7 | NVDA | NVIDIA CORPORATION | $5.4M | 2.70% | 27,207 | Trimmed |
| 8 | MSFT | MICROSOFT CORP | $5.3M | 2.65% | 14,317 | Trimmed |
| 9 | DFIV | DIMENSIONAL ETF TRUST | $5.2M | 2.60% | 96,942 | Trimmed |
| 10 | GOOG | ALPHABET INC | $4.7M | 2.32% | 13,255 | Added |
| 11 | DFAT | DIMENSIONAL ETF TRUST | $4.4M | 2.20% | 63,336 | Trimmed |
| 12 | FEMR | FIDELITY COVINGTON TRUST | $4.3M | 2.14% | 101,235 | Added |
| 13 | LLY | ELI LILLY & CO | $4.2M | 2.08% | 3,505 | Trimmed |
| 14 | CGCB | CAPITAL GRP FIXED INCM ETF T | $4.1M | 2.04% | 157,103 | Added |
| 15 | AMAT | APPLIED MATLS INC | $3.9M | 1.95% | 5,444 | Trimmed |
| 16 | C | CITIGROUP INC | $3.8M | 1.90% | 27,397 | Trimmed |
| 17 | AMZN | AMAZON COM INC | $3.8M | 1.89% | 15,968 | Trimmed |
| 18 | META | META PLATFORMS INC | $3.5M | 1.72% | 6,151 | Added |
| 19 | JPM | JPMORGAN CHASE & CO | $3.3M | 1.63% | 10,068 | Added |
| 20 | CAT | CATERPILLAR INC | $3.3M | 1.63% | 3,086 | Trimmed |
| 21 | JPIE | J P MORGAN EXCHANGE TRADED F | $3.3M | 1.62% | 70,941 | Added |
| 22 | PLTR | PALANTIR TECHNOLOGIES INC | $3.2M | 1.57% | 27,216 | Added |
| 23 | CB | CHUBB LIMITED | $3.1M | 1.51% | 8,960 | Added |
| 24 | VOO | VANGUARD INDEX FDS | $2.9M | 1.44% | 4,217 | Trimmed |
| 25 | MCK | MCKESSON CORP | $2.8M | 1.37% | 3,662 | Added |
Source: SEC Form 13F filings · as of 2026-06-30