Arkolith/Funds/InTrack Investment Management Inc

InTrack Investment Management Inc

CIK 1847343
Holdings as of Jun 30, 2026·disclosed Jul 17, 2026·~17-day 13F lag·13F-HR
Active Filer

InTrack Investment Management Inc holds a diversified book of 110 stocks worth $201.7M as of Q2 2026 (disclosed Jul 17, 2026, a ~45-day 13F lag). This quarter they opened Welltower Inc and trimmed Palo Alto Networks Inc. Their largest long position is Ishares Core S&P 500 ETF at 5% of the equity book. Cloning the disclosed picks since 2024 would be +35% (+18.2%/yr). That is a simulation of the disclosed long book, not audited returns.

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Use Arkolith to show InTrack Investment Management Inc's latest
holdings, largest changes, and filing provenance.
Opened
68
new positions
Added to
44
existing
Trimmed
48
reduced
Sold out
6
exited

Growth of $10,000: cloning the disclosed book

If you'd copied them
+34.5%
+18.2%/yr · since Oct '24
Their reported book
+32.8%
held from quarter-end
S&P 500
+32.6%
same window
$9K$10K$11K$12K$13KOct '24Feb '25Jun '25Oct '25Mar '26Jul '26
InTrack Investment Management Inc (copied at disclosure) S&P 500

Following at the filing date actually beat the quarter-end book by 1.7 points over this window.

Growth of $10,000 cloning InTrack Investment Management Inc's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

Concentration

Top-heavy: diversified book

Top 5 holdings
20%
Top 10 holdings
33%
Top 20 holdings
52%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

58% mapped to company sectors

ETF / fund or unclassified
42%
Information Technology
25%
Financials
8%
Industrials
6%
Consumer Discretionary
5%
Health Care
4%
Utilities
4%
Real Estate
3%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

110 positions
#SecurityValueShares% PortLast moveHistory
1Ishares TR
CORE S&P500 ETF
$9.5M12.7K
4.7%
+19%
Added · +2K sh
2Palo Alto Networks Inc
COM
$9.3M27.2K
4.6%
−15%
Reduced · −5K sh
3Fidelity Covington Trust
ENHANCED INTL
$7.6M188.8K
3.8%
+8.1%
Added · +14K sh
4Apple Inc
COM
$7.3M25.3K
3.6%
+0.7%
Added · +173 sh
5Ishares TR
3 7 YR TREAS BD
$6.3M54.0K
3.1%
+7.0%
Added · +4K sh
6Fidelity Merrimack STR TR
TOTAL BD ETF
$5.8M128.4K
2.9%
+22%
Added · +24K sh
7Nvidia Corporation
COM
$5.4M27.2K
2.7%
−2.1%
Reduced · −596 sh
8Microsoft Corp
COM
$5.3M14.3K
2.6%
−1.1%
Reduced · −165 sh
9Dimensional ETF Trust
INTERNATNAL VAL
$5.2M96.9K
2.6%
−2.5%
Reduced · −3K sh
10Alphabet Inc
CAP STK CL C
$4.7M13.3K
2.3%
+1.6%
Added · +215 sh
11Dimensional ETF Trust
US TARGETED VLU
$4.4M63.3K
2.2%
−3.2%
Reduced · −2K sh
12Fidelity Covington Trust
ENHANCED EMRNGS
$4.3M101.2K
2.1%
+23%
Added · +19K sh
13Eli Lilly & Co
COM
$4.2M3.5K
2.1%
−3.0%
Reduced · −109 sh
14Capital Grp Fixed Incm ETF T
CORE BOND ETF
$4.1M157.1K
2.0%
+15%
Added · +20K sh
15Applied Matls Inc
COM
$3.9M5.4K
2.0%
−14%
Reduced · −914 sh
16Citigroup Inc
COM NEW
$3.8M27.4K
1.9%
−1.3%
Reduced · −360 sh
17Amazon Com Inc
COM
$3.8M16.0K
1.9%
−0.1%
Reduced · −13 sh
18Meta Platforms Inc
CL A
$3.5M6.2K
1.7%
+13%
Added · +715 sh
19JPMorgan Chase & Co
COM
$3.3M10.1K
1.6%
+0.5%
Added · +52 sh
20Caterpillar Inc
COM
$3.3M3.1K
1.6%
−6.4%
Reduced · −212 sh
21J P Morgan Exchange Traded F
INCOME ETF
$3.3M70.9K
1.6%
+67%
Added · +28K sh
22Palantir Technologies Inc
CL A
$3.2M27.2K
1.6%
+0.9%
Added · +251 sh
23Chubb Limited
COM
$3.1M9.0K
1.5%
+3.9%
Added · +336 sh
24Vanguard Index FDS
S&P 500 ETF SHS
$2.9M4.2K
1.4%
−12%
Reduced · −575 sh
25McKesson Corp
COM
$2.8M3.7K
1.4%
+3.4%
Added · +120 sh
26Fidelity Covington Trust
ENHANCED SML CAP
$2.7M56.2K
1.3%
+427%
Added · +46K sh
27Fortinet Inc
COM
$2.7M17.6K
1.3%
−1.8%
Reduced · −325 sh
28Eaton Corp PLC
SHS
$2.5M5.9K
1.2%
−2.8%
Reduced · −172 sh
29J P Morgan Exchange Traded F
INTL BD OPP ETF
$2.1M43.4K
1.0%
+39%
Added · +12K sh
30Waste Mgmt Inc Del
COM
$2.1M9.3K
1.0%
+7.6%
Added · +659 sh
31Duke Energy Corp New
COM NEW
$2.0M16.0K
1.0%
+4.7%
Added · +724 sh
32Fidelity Greenwood Street TR
HEDGED EQTY ETF
$1.9M58.9K
1.0%
−13%
Reduced · −9K sh
33Schwab Strategic TR
FUNDAMENTAL US L
$1.9M61.6K
0.9%
+321%
Added · +47K sh
34Simon Ppty Group Inc New
COM
$1.9M8.5K
0.9%
−0.3%
Reduced · −24 sh
35NextEra Energy Inc
COM
$1.9M21.1K
0.9%
+2.8%
Added · +579 sh
36Stryker Corporation
COM
$1.8M5.8K
0.9%
+9.8%
Added · +517 sh
37State STR SPDR S&P 500 ETF T
TR UNIT
$1.8M2.4K
0.9%
−5.2%
Reduced · −134 sh
38Fidelity Covington Trust
ENHANCED LARGE
$1.7M38.4K
0.8%
−6.3%
Reduced · −3K sh
39Fidelity Covington Trust
ENHANCED LARGE
$1.7M40.0K
0.8%
+488%
Added · +33K sh
40Danaher Corp Del
COM
$1.6M8.4K
0.8%
−17%
Reduced · −2K sh
41Dimensional ETF Trust
INTL SMALL CAP E
$1.6M45.5K
0.8%
+421%
Added · +37K sh
42Walmart Inc
COM
$1.6M13.9K
0.8%
−1.7%
Reduced · −238 sh
43Carrier Global Corporation
COM
$1.5M20.5K
0.7%
−0.7%
Reduced · −139 sh
44World Gold TR
SPDR GLD MINIS
$1.5M18.8K
0.7%
+2.8%
Added · +505 sh
45Broadcom Inc
COM
$1.5M3.9K
0.7%
+60%
Added · +1K sh
46Pgim ETF TR
ACTV HY BD ETF
$1.5M41.7K
0.7%
+1.9%
Added · +774 sh
47McDonalds Corp
COM
$1.5M5.4K
0.7%
−15%
Reduced · −974 sh
48Martin Marietta Matls Inc
COM
$1.5M2.5K
0.7%
+2.7%
Added · +67 sh
49Berkshire Hathaway Inc Del
CL B NEW
$1.4M2.9K
0.7%
−8.5%
Reduced · −265 sh
50Equinix Inc
COM
$1.4M1.4K
0.7%
−38%
Reduced · −821 sh
Showing 50 of 110 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 17, 2026110$201.7M13F-HR
Q1 2026Mar 31, 2026Apr 7, 2026108$175.5M13F-HR
Q4 2025Dec 31, 2025Jan 14, 2026108$178.8M13F-HR
Q3 2025Sep 30, 2025Oct 22, 2025107$167.5M13F-HR
Q2 2025Jun 30, 2025Jul 23, 2025111$148.9M13F-HR
Q1 2025Mar 31, 2025Apr 15, 202590$110.1M13F-HR
Q4 2024Dec 31, 2024Jan 15, 2025107$143.3M13F-HR
Q3 2024Sep 30, 2024Oct 10, 2024121$141.0M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.