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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
ABTAbbott Labs
Recent Activity
Decreased -1.03%
1%
$1.431M
12,657 shares@ $113.03 avg price
SYKStryker Corporation
Recent Activity
Increased 8.95%
1%
$1.428M
3,935 shares@ $362.82 avg price
AMDAdvanced Micro Devices Inc
Recent Activity
Increased 13.14%
1%
$1.427M
12,295 shares@ $116.09 avg price
CCitigroup Inc
Recent Activity
Increased 28.86%
1%
$1.427M
19,412 shares@ $73.5 avg price
CATCaterpillar Inc
Recent Activity
Increased 65.14%
0.99%
$1.415M
3,808 shares@ $371.58 avg price
EFAIshares Tr
Recent Activity
Decreased -39.24%
0.97%
$1.385M
18,436 shares@ $75.12 avg price
CRWDCrowdstrike Hldgs Inc
Recent Activity
Decreased -7.33%
0.97%
$1.385M
3,979 shares@ $348.04 avg price
CARRCarrier Global Corporation
Recent Activity
Increased 132.13%
0.95%
$1.361M
19,893 shares@ $68.41 avg price
VOVanguard Index Fds
Recent Activity
New Position
0.93%
$1.325M
4,969 shares@ $266.7 avg price
BEPCBrookfield Renewable Corp
Recent Activity
New Position
0.9%
$1.282M
49,349 shares@ $25.98 avg price