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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

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
SLPSimulations Plus Inc
Recent Activity
Decreased -14.84%
0.58%
$821,529
28,565 shares@ $28.76 avg price
ACNAccenture Plc Ireland
Recent Activity
Decreased -10.83%
0.55%
$783,886
2,246 shares@ $349.02 avg price
EMREmerson Elec Co
Recent Activity
Decreased -1.17%
0.5%
$715,027
5,969 shares@ $119.8 avg price
ULUnilever Plc
Recent Activity
Decreased -18.24%
0.47%
$672,317
12,282 shares@ $54.75 avg price
UNHUnitedhealth Group Inc
Recent Activity
Decreased -48.12%
0.46%
$655,207
1,205 shares@ $543.75 avg price
TSLATesla Inc
Recent Activity
Decreased -64.61%
0.41%
$575,142
1,451 shares@ $396.38 avg price
QQQInvesco Qqq Tr
Recent Activity
Decreased -1.14%
0.4%
$565,690
1,120 shares@ $505.09 avg price
XOMExxon Mobil Corp
Recent Activity
Decreased -59.28%
0.4%
$561,328
5,116 shares@ $109.73 avg price
PEPPepsico Inc
Recent Activity
Decreased -50.83%
0.38%
$540,111
3,726 shares@ $144.96 avg price
SBUXStarbucks Corp
Recent Activity
Decreased -20.71%
0.33%
$463,023
4,975 shares@ $93.07 avg price