Intrack Investment Management Inc Portfolio Stock Holdings

Intrack Investment Management Inc disclosed 108 stock positions valued at approximately $175.5 million in its latest SEC 13F filing. The largest holdings include ISHARES TR, FIDELITY COVINGTON TRUST, and APPLE INC. The filing reflects positions held as of March 31, 2026 and was filed on April 7, 2026.

Report Period
March 31, 2026
No. of Stocks
108
Portfolio Value
$175.5M
Holdings by Sector
Intrack Investment Management Inc Portfolio Holdings in Q1 2026

104 holdings in the latest reporting period.

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CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
ISHARES TRIVVOther3.98%10,683+1,041+10.80%$6,978,039
FIDELITY COVINGTON TRUSTFENIOther3.70%174,700+3,430+2.00%$6,498,851
APPLE INCAAPLTechnology3.64%25,137-38-0.15%$6,379,565
ISHARES TRIEIOther3.41%50,467+6,952+15.98%$5,985,432
MICROSOFT CORPMSFTTechnology3.05%14,482+770+5.62%$5,360,823
DIMENSIONAL ETF TRUSTDFIVOther2.99%99,466+9,867+11.01%$5,249,823
PALO ALTO NETWORKS INCPANWTechnology2.94%32,154+1,507+4.92%$5,154,911
NVIDIA CORPORATIONNVDATechnology2.76%27,803-1,045-3.62%$4,848,779
FIDELITY MERRIMACK STR TRFBNDOther2.73%104,897+15,876+17.83%$4,785,406
DIMENSIONAL ETF TRUSTDFATOther2.33%65,437-1,938-2.88%$4,086,528
PALANTIR TECHNOLOGIES INCPLTRTechnology2.25%26,965-86-0.32%$3,944,442
ALPHABET INCGOOGCommunication Services2.13%13,040-679-4.95%$3,740,560
CAPITAL GRP FIXED INCM ETF TCGCBOther2.04%136,634+24,897+22.28%$3,588,005
AMAZON COM INCAMZNConsumer Cyclical1.90%15,981+371+2.38%$3,328,461
ELI LILLY & COLLYHealthcare1.89%3,614-58-1.58%$3,324,312
CITIGROUP INCCFinancial Services1.79%27,757+1,375+5.21%$3,147,920
META PLATFORMS INCMETACommunication Services1.77%5,436-425-7.25%$3,109,832
MCKESSON CORPMCKHealthcare1.75%3,542-1-0.03%$3,065,333
JPMORGAN CHASE & CO.JPMFinancial Services1.68%10,016+1,102+12.36%$2,946,175
VANGUARD INDEX FDSVOOOther1.63%4,792-545-10.21%$2,863,307
CHUBB LIMITEDCBFinancial Services1.60%8,624-527-5.76%$2,810,879
CATERPILLAR INCCATIndustrials1.33%3,298-322-8.90%$2,336,501
FIDELITY COVINGTON TRUSTFMDEOther1.24%60,448-4,253-6.57%$2,173,707
APPLIED MATLS INCAMATTechnology1.24%6,358+200+3.25%$2,173,101
EATON CORP PLCETNOther1.24%6,071-262-4.14%$2,171,420
EQUINIX INCEQIXReal Estate1.22%2,176-702-24.39%$2,133,002
DUKE ENERGY CORP NEWDUKUtilities1.14%15,288+15+0.10%$2,001,870
WASTE MGMT INC DELWMIndustrials1.13%8,621-121-1.38%$1,980,956
MCDONALDS CORPMCDConsumer Cyclical1.12%6,345-11-0.17%$1,971,963
J P MORGAN EXCHANGE TRADED FJPIEOther1.12%42,563+5,542+14.97%$1,960,858
VANGUARD INDEX FDSVBKOther1.10%6,396-1,133-15.05%$1,933,114
DANAHER CORPORATIONDHRHealthcare1.09%10,130+558+5.83%$1,920,643
NEXTERA ENERGY INCNEEUtilities1.09%20,565+468+2.33%$1,910,059
WALMART INCWMTConsumer Defensive1.00%14,128-610-4.14%$1,755,809
STRYKER CORPORATIONSYKHealthcare0.98%5,253+398+8.20%$1,725,962
WORLD GOLD TRGLDMOther0.97%18,331-420-2.24%$1,699,081
SPDR S&P 500 ETF TRSPYOther0.95%2,566-562-17.97%$1,668,931
APOLLO GLOBAL MGMT INCAPOFinancial Services0.93%14,702-1,338-8.34%$1,638,114
VANGUARD WHITEHALL FDSVIGIOther0.93%18,363-4,103-18.26%$1,624,363
SIMON PPTY GROUP INC NEWSPGReal Estate0.91%8,571-92-1.06%$1,598,706
FIDELITY COVINGTON TRUSTFELGOther0.88%41,008-3,027-6.87%$1,537,383
BERKSHIRE HATHAWAY INC DELBRK-BFinancial Services0.85%3,117+96+3.18%$1,493,582
J P MORGAN EXCHANGE TRADED FJPIBOther0.85%31,188+1,950+6.67%$1,491,400
FORTINET INCFTNTTechnology0.84%17,933--$1,465,485
MARTIN MARIETTA MATLS INCMLMBasic Materials0.82%2,449+59+2.47%$1,441,824
PGIM ETF TRPHYLOther0.81%40,955+3,435+9.16%$1,418,287
CENTRAIS ELET BRAS SAEBRUtilities0.73%113,203+1,057+0.94%$1,276,935
PROCTER AND GAMBLE COPGConsumer Defensive0.72%8,695+63+0.73%$1,255,963
LOWES COS INCLOWConsumer Cyclical0.71%5,254-23-0.44%$1,241,405
EXXON MOBIL CORPXOMEnergy0.68%7,075-1,202-14.52%$1,200,332
CARRIER GLOBAL CORPORATIONCARRIndustrials0.66%20,618--$1,160,988
VANGUARD INDEX FDSVTVOther0.62%5,511-1,539-21.83%$1,081,315
COCA COLA COKOConsumer Defensive0.61%14,157+361+2.62%$1,076,629
TAIWAN SEMICONDUCTOR MFG LTDTSMTechnology0.56%2,902-524-15.29%$980,756
NETEASE INCNTESCommunication Services0.56%8,724+3,567+69.17%$976,571
TJX COS INC NEWTJXConsumer Cyclical0.55%6,018-587-8.89%$961,141
ABRDN ETFSBCDOther0.51%25,128+2,012+8.70%$899,095
SHELL PLCSHELEnergy0.43%8,198-1,668-16.91%$762,414
BROADCOM INCAVGOTechnology0.43%2,457+2,457+100.00%$760,466
ISHARES TRQUALOther0.41%3,747-1,383-26.96%$718,660
ETF OPPORTUNITIES TRUSTVSLUOther0.41%17,021-1,430-7.75%$711,660
ISHARES TREFAOther0.40%7,260-35-0.48%$705,168
VANGUARD TAX-MANAGED FDSVEAOther0.40%10,987-60-0.54%$704,054
MITSUBISHI UFJ FINL GROUP INMUFGFinancial Services0.40%41,169+180+0.44%$698,641
PUBLIC STORAGE OPER COPSAReal Estate0.39%2,553-26-1.01%$691,557
LINDE PLCLINOther0.39%1,388+14+1.02%$688,115
STARWOOD PPTY TR INCSTWDReal Estate0.38%38,799+2,512+6.92%$668,111
EATON VANCE MUNI INCOME TRUSEVNFinancial Services0.35%59,390-5,601-8.62%$618,248
ENBRIDGE INCENBEnergy0.35%11,273-600-5.05%$610,320
HDFC BANK LTDHDBFinancial Services0.34%23,961+485+2.07%$596,152
INVESCO QQQ TRQQQOther0.32%972-342-26.03%$561,019
ALPHABET INCGOOGLCommunication Services0.32%1,923-587-23.39%$552,978
SPDR S&P MIDCAP 400 ETF TRMDYOther0.31%889-710-44.40%$548,094
COSTCO WHSL CORP NEWCOSTConsumer Defensive0.31%538+538+100.00%$536,345
SELECT SECTOR SPDR TRXLIOther0.29%3,200-71-2.17%$517,507
AUTODESK INCADSKTechnology0.29%2,140--$512,316
VANGUARD WORLD FDVGTOther0.28%707--$493,288
BANK AMERICA CORPBACFinancial Services0.26%9,472-1,400-12.88%$461,760
NUVEEN AMT FREE MUN CR INC FNVGFinancial Services0.26%36,672-22,284-37.80%$452,163
MERCK & CO INCMRKHealthcare0.24%3,557--$427,872
SCHWAB STRATEGIC TRFNDXOther0.23%14,627+14,627+100.00%$407,375
FIDELITY COVINGTON TRUSTFESMOther0.23%10,659+10,659+100.00%$405,033
VANGUARD INDEX FDSVTIOther0.23%1,250--$401,013
ISHARES TRIYWOther0.23%2,205-501-18.51%$400,069
SPDR SERIES TRUSTXBIOther0.22%2,975+2,975+100.00%$379,997
ISHARES TRITOTOther0.21%2,600--$370,318
EPLUS INCPLUSTechnology0.21%4,850--$364,963
VANGUARD SCOTTSDALE FDSVGITOther0.21%6,063-344-5.37%$361,078
VANGUARD INDEX FDSVOOther0.19%1,176-355-23.19%$337,722
ZOETIS INCZTSHealthcare0.19%2,823-446-13.64%$333,707
SELECT SECTOR SPDR TRXLFOther0.19%6,586-222-3.26%$325,150
CRANE COMPANYCRIndustrials0.18%1,801+194+12.07%$307,890
DIMENSIONAL ETF TRUSTDFISOther0.17%8,736+8,736+100.00%$294,147
J P MORGAN EXCHANGE TRADED FJPSTOther0.16%5,459--$276,280
SELECT SECTOR SPDR TRXLCOther0.16%2,468+57+2.36%$273,616
MONDELEZ INTL INCMDLZConsumer Defensive0.15%4,627-1,402-23.25%$266,713
SERVICE CORP INTLSCIConsumer Cyclical0.14%3,000--$247,530
FIDELITY COVINGTON TRUSTFELCOther0.14%6,804+6,804+100.00%$246,769
PHILLIPS 66PSXEnergy0.14%1,351-452-25.07%$246,153
ISHARES TRUSMVOther0.14%2,585-96-3.58%$239,733