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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
VOOVanguard Index Fds
Recent Activity
Decreased -1.34%
6.76%
$9.688M
18,099 shares@ $535.27 avg price
MSFTMicrosoft Corp
Recent Activity
Decreased -0.53%
6.65%
$9.53M
22,926 shares@ $415.67 avg price
AAPLApple Inc
Recent Activity
Increased 12.96%
4.41%
$6.314M
27,065 shares@ $233.29 avg price
PANWPalo Alto Networks Inc
Recent Activity
Increased 94.73%
3.64%
$5.215M
30,574 shares@ $170.58 avg price
PLTRPalantir Technologies Inc
Recent Activity
Decreased -13.22%
3.18%
$4.55M
69,029 shares@ $65.92 avg price
NVDANvidia Corporation
Recent Activity
Increased 3.69%
2.57%
$3.673M
27,873 shares@ $131.76 avg price
LLYEli Lilly & Co
Recent Activity
Increased 28.85%
2.35%
$3.364M
4,516 shares@ $744.92 avg price
AMZNAmazon Com Inc
Recent Activity
Decreased -5.42%
2.08%
$2.974M
13,656 shares@ $217.77 avg price
MCKMckesson Corp
Recent Activity
Decreased -9.39%
2.05%
$2.933M
4,940 shares@ $593.77 avg price
MDYSpdr S&p Midcap 400 Etf Tr
Recent Activity
Increased 11.03%
2.03%
$2.903M
5,034 shares@ $576.66 avg price