InTrack Investment Management Inc

CIK

1847343

Location

SOUTH BURLINGTON, VT

Portfolio Value

Small $102,787,459

Diversification

Diversified

Filing Date

Global Rank

#5,657 / 8,605 ▲ 52 · as of Mar 2026

Top Industry

Software - Infrastructure 16.2%

3Y Alpha vs SPY

-2.2%

Period ended 3 months ago

Filed Apr 7, 2026 · 3mo

22 quarters · since Dec 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+66.4%

SPY

+76.5%

Annualised alpha

-2.4%

Max drawdown

−18.6%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

63 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

6.2%

−0.1 pts

Top 5

25.0%

−2.0 pts

Top 10

40.5%

−2.4 pts

HHI

268

Diversified−13

Portfolio Trend

22 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	31.1%	$31,945,590	11
Financial Services	14.5%	$14,863,769	10
Healthcare	10.5%	$10,797,461	6
Industrials	8.0%	$8,193,084	6
Consumer Cyclical	7.5%	$7,750,343	5
Utilities	5.0%	$5,188,816	3
Real Estate	5.0%	$5,091,424	4
Consumer Defensive	4.8%	$4,891,150	5
Communication Services	4.5%	$4,639,639	3
Unclassified	4.4%	$4,477,189	4
Energy	2.7%	$2,819,203	4
Basic Materials	2.1%	$2,129,791	2

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

21 positions

Ticker	Company	Δ Shares	Shares	Value
NTES	NetEase, Inc.	+3,567	8,724	$976,564
STWD	Starwood Property Trust, Inc.	+2,512	38,799	$668,118
PANW	Palo Alto Networks Inc	+1,507	32,154	$5,154,929
C	Citigroup Inc	+1,375	27,757	$3,147,921
JPM	Jpmorgan Chase & Co	+1,102	10,016	$2,946,306
AXIA	AXIA Energia S.A.	+1,057	113,203	$1,276,929
MSFT	Microsoft Corp	+770	14,482	$5,360,801
DHR	Danaher Corp /De/	+558	10,130	$1,920,648
HDB	Hdfc Bank Ltd	+485	23,961	$596,149
NEE	Nextera Energy Inc	+468	20,565	$1,910,077
SYK	Stryker Corp	+398	5,253	$1,726,083
AMZN	Amazon Com Inc	+371	15,981	$3,328,362
KO	Coca Cola Co	+361	14,157	$1,076,639
AMAT	Applied Materials Inc /De	+200	6,358	$2,173,100
CR	Crane Co	+194	1,801	$307,971
MUFG	Mitsubishi Ufj Financial Group Inc	+180	41,169	$698,637
BRK-B	Berkshire Hathaway Inc	+96	3,117	$1,493,666
PG	PROCTER & GAMBLE Co	+63	8,695	$1,255,905
MLM	Martin Marietta Materials Inc	+59	2,449	$1,441,677
DUK	Duke Energy CORP	+15	15,288	$2,001,810
LIN	Linde PLC	+14	1,388	$688,114
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
NVG	Nuveen AMT-Free Municipal Credit Income Fund	−22,284	36,672	$452,165
EVN	Eaton Vance Municipal Income Trust	−5,601	59,390	$618,249
SHEL	Shell plc	−1,668	8,198	$762,414
MDLZ	Mondelez International, Inc.	−1,402	4,627	$266,700
BAC	Bank Of America Corp /De/	−1,400	9,472	$461,760
APO	Apollo Global Management, Inc.	−1,338	14,702	$1,638,096
XOM	Exxon Mobil Corp	−1,202	7,075	$1,200,344
NVDA	Nvidia Corp	−1,045	27,803	$4,848,843
MDY	Spdr S&P Midcap 400 ETF Trust	−710	889	$548,299
EQIX	Equinix Inc	−702	2,176	$2,133,002
WMT	Walmart Inc.	−610	14,128	$1,755,827
ENB	Enbridge Inc	−600	11,273	$610,320
GOOGL	Alphabet Inc.	−587	1,923	$552,977
TJX	Tjx Companies Inc /De/	−587	6,018	$961,074
SPY	Spdr S&P 500 ETF Trust	−562	2,566	$1,668,772
CB	Chubb Ltd	−527	8,624	$2,810,820
TSM	Taiwan Semiconductor Manufacturing Co Ltd	−524	2,902	$980,730
PSX	Phillips 66	−452	1,351	$246,125
ZTS	Zoetis Inc.	−446	2,823	$333,706
META	Meta Platforms, Inc.	−425	5,436	$3,110,098
GLDM	World Gold Trust	−420	18,331	$1,699,100
QQQ	Invesco Qqq Trust, Series 1	−342	972	$561,018
CAT	Caterpillar Inc	−322	3,298	$2,336,501
ETN	Eaton Corp plc	−262	6,071	$2,171,414
WM	Waste Management Inc	−121	8,621	$1,981,019
No positions match the current search.

New Positions

Positions the filer opened this quarter

2 positions

Ticker	Company	Shares	Value
AVGO	Broadcom Inc.	2,457	$760,466
COST	Costco Wholesale Corp /New	538	$536,079
No positions match the current search.

Sold Out

Positions the filer fully exited

6 positions

Ticker	Company	Shares	Value
NVO	Novo Nordisk A S	8,480	$431,462
MAR	Marriott International Inc /Md/	900	$279,216
CVX	Chevron Corp	1,691	$257,725
PEP	Pepsico Inc	1,674	$240,252
HD	Home Depot, Inc.	627	$215,750
IBM	International Business Machines Corp	693	$205,273
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

63 positions · $102,787,459 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 63 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Reduced	25,137	-38	$6,379,519	−6.8%	6.21%
MSFT	Microsoft Corp Technology	Added	14,482	+770	$5,360,801	−19.2%	5.22%
PANW	Palo Alto Networks Inc Technology	Added	32,154	+1,507	$5,154,929	−8.7%	5.02%
NVDA	Nvidia Corp Technology	Reduced	27,803	-1,045	$4,848,843	−9.9%	4.72%
PLTR	Palantir Technologies Inc. Technology	Reduced	26,965	-86	$3,944,440	−18.0%	3.84%
AMZN	Amazon Com Inc Consumer Cyclical	Added	15,981	+371	$3,328,362	−7.6%	3.24%
LLY	ELI LILLY & Co Healthcare	Reduced	3,614	-58	$3,324,048	−15.8%	3.23%
C	Citigroup Inc Financial Services	Added	27,757	+1,375	$3,147,921	+2.3%	3.06%
META	Meta Platforms, Inc. Communication Services	Reduced	5,436	-425	$3,110,098	−19.6%	3.03%
MCK	Mckesson Corp Healthcare	Reduced	3,542	-1	$3,065,105	+5.5%	2.98%
JPM	Jpmorgan Chase & Co Financial Services	Added	10,016	+1,102	$2,946,306	+2.6%	2.87%
CB	Chubb Ltd Financial Services	Reduced	8,624	-527	$2,810,820	−1.6%	2.73%
CAT	Caterpillar Inc Industrials	Reduced	3,298	-322	$2,336,501	+12.7%	2.27%
AMAT	Applied Materials Inc /De Technology	Added	6,358	+200	$2,173,100	+37.3%	2.11%
ETN	Eaton Corp plc Industrials	Reduced	6,071	-262	$2,171,414	+7.6%	2.11%
EQIX	Equinix Inc Real Estate	Reduced	2,176	-702	$2,133,002	−3.3%	2.08%
DUK	Duke Energy CORP Utilities	Added	15,288	+15	$2,001,810	+11.8%	1.95%
WM	Waste Management Inc Industrials	Reduced	8,621	-121	$1,981,019	+3.1%	1.93%
MCD	Mcdonalds Corp Consumer Cyclical	Reduced	6,345	-11	$1,971,962	+1.5%	1.92%
DHR	Danaher Corp /De/ Healthcare	Added	10,130	+558	$1,920,648	−12.3%	1.87%
NEE	Nextera Energy Inc Utilities	Added	20,565	+468	$1,910,077	+18.4%	1.86%
WMT	Walmart Inc. Consumer Defensive	Reduced	14,128	-610	$1,755,827	+6.9%	1.71%
SYK	Stryker Corp Healthcare	Added	5,253	+398	$1,726,083	+1.2%	1.68%
GLDM	World Gold Trust	Reduced	18,331	-420	$1,699,100	+6.1%	1.65%
SPY	Spdr S&P 500 ETF Trust	Reduced	2,566	-562	$1,668,772	−21.8%	1.62%
APO	Apollo Global Management, Inc. Financial Services	Reduced	14,702	-1,338	$1,638,096	−29.5%	1.59%
SPG	Simon Property Group Inc. Real Estate	Reduced	8,571	-92	$1,598,748	−0.3%	1.56%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	3,117	+96	$1,493,666	−1.6%	1.45%
FTNT	Fortinet, Inc. Technology	Held	17,933	0	$1,465,484	+2.9%	1.43%
MLM	Martin Marietta Materials Inc Basic Materials	Added	2,449	+59	$1,441,677	−3.1%	1.40%
AXIA	AXIA Energia S.A. Utilities	Added	113,203	+1,057	$1,276,929	+24.3%	1.24%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	8,695	+63	$1,255,905	+1.5%	1.22%
LOW	Lowes Companies Inc Consumer Cyclical	Reduced	5,254	-23	$1,241,415	−2.5%	1.21%
XOM	Exxon Mobil Corp Energy	Reduced	7,075	-1,202	$1,200,344	+20.5%	1.17%
CARR	CARRIER GLOBAL Corp Industrials	Held	20,618	0	$1,160,999	+6.6%	1.13%
KO	Coca Cola Co Consumer Defensive	Added	14,157	+361	$1,076,639	+11.6%	1.05%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Reduced	2,902	-524	$980,730	−5.8%	0.95%
NTES	NetEase, Inc. Communication Services	Added	8,724	+3,567	$976,564	+37.6%	0.95%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Reduced	6,018	-587	$961,074	−5.3%	0.94%
SHEL	Shell plc Energy	Reduced	8,198	-1,668	$762,414	+5.2%	0.74%
AVGO	Broadcom Inc. Technology	NEW	2,457	NEW	$760,466	NEW	0.74%
MUFG	Mitsubishi Ufj Financial Group Inc Financial Services	Added	41,169	+180	$698,637	+7.5%	0.68%
PSA	Public Storage Real Estate	Reduced	2,553	-26	$691,556	+3.3%	0.67%
LIN	Linde PLC Basic Materials	Added	1,388	+14	$688,114	+17.5%	0.67%
STWD	Starwood Property Trust, Inc. Real Estate	Added	38,799	+2,512	$668,118	+2.2%	0.65%
EVN	Eaton Vance Municipal Income Trust Financial Services	Reduced	59,390	-5,601	$618,249	−11.6%	0.60%
ENB	Enbridge Inc Energy	Reduced	11,273	-600	$610,320	+7.5%	0.59%
HDB	Hdfc Bank Ltd Financial Services	Added	23,961	+485	$596,149	−30.5%	0.58%
QQQ	Invesco Qqq Trust, Series 1	Reduced	972	-342	$561,018	−30.5%	0.55%
GOOGL	Alphabet Inc. Communication Services	Reduced	1,923	-587	$552,977	−29.6%	0.54%