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Brandon Tieso

@Intrack Investment Management Inc

Latest period2024 - Q4ReportedManaged Assets$143.322MTotal 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

InvestmentPortfolio %Reported Value
VOO
Vanguard Index Fds
Recent Activity
Decreased -1.34%
6.76%
$9.688M
18,099 shares@ $535.27 avg price
MSFT
Microsoft Corp
Recent Activity
Decreased -0.53%
6.65%
$9.53M
22,926 shares@ $415.67 avg price
AAPL
Apple Inc
Recent Activity
Increased 12.96%
4.41%
$6.314M
27,065 shares@ $233.29 avg price
PANW
Palo Alto Networks Inc
Recent Activity
Increased 94.73%
3.64%
$5.215M
30,574 shares@ $170.58 avg price
PLTR
Palantir Technologies Inc
Recent Activity
Decreased -13.22%
3.18%
$4.55M
69,029 shares@ $65.92 avg price
NVDA
Nvidia Corporation
Recent Activity
Increased 3.69%
2.57%
$3.673M
27,873 shares@ $131.76 avg price
LLY
Eli Lilly & Co
Recent Activity
Increased 28.85%
2.35%
$3.364M
4,516 shares@ $744.92 avg price
AMZN
Amazon Com Inc
Recent Activity
Decreased -5.42%
2.08%
$2.974M
13,656 shares@ $217.77 avg price
MCK
Mckesson Corp
Recent Activity
Decreased -9.39%
2.05%
$2.933M
4,940 shares@ $593.77 avg price
MDY
Spdr S&p Midcap 400 Etf Tr
Recent Activity
Increased 11.03%
2.03%
$2.903M
5,034 shares@ $576.66 avg price

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