Brandon Tieso

@Intrack Investment Management Inc

Latest period2024 - Q4

Reported3d ago

Managed Assets$143.322M

Total holdings107

Assets growth rate1.62%

Assets growth rate (2-Q avg)0.98%

Continuous growth in asset value5 quarters

Portfolio positions

This chart displays the top 10 holdings in Intrack Investment Management Inc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 107 positions.

Assets under management

The assets under management (AUM) of Intrack Investment Management Inc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 143.322M in assets, with a quarterly growth rate of 1.62% and a 2-quarter average growth rate of 0.98%. The portfolio is managed by Brandon Tieso, and others.

Portfolio holdings

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
VOVanguard Index Fds Recent Activity New Position	0.93%	$1.325M 4,969 shares@ $266.7 avg price	New Position
BEPCBrookfield Renewable Corp Recent Activity New Position	0.9%	$1.282M 49,349 shares@ $25.98 avg price	New Position
WMWaste Mgmt Inc Del Recent Activity New Position	0.56%	$796,719 3,846 shares@ $207.16 avg price	New Position
TJXTjx Cos Inc New Recent Activity New Position	0.43%	$602,162 5,050 shares@ $119.24 avg price	New Position
AMATApplied Matls Inc Recent Activity New Position	0.4%	$567,497 3,268 shares@ $173.66 avg price	New Position
GDGeneral Dynamics Corp Recent Activity New Position	0.39%	$546,222 2,060 shares@ $265.16 avg price	New Position
AESAes Corp Recent Activity New Position	0.17%	$242,075 20,428 shares@ $11.86 avg price	New Position