In Track Investment Management Inc Incresed Positions in Q3 2025

In Track Investment Management Inc

  • $150 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
1.41K
+ 5.84%
$202.38 - $256.87 $284K - $361K
25.5K $6.48M
DFIV
Dimensional ETF Tr

ETFs
25.3K
+ 35.08%
$42.66 - $46.53 $1.08M - $1.18M
97.3K $4.49M
IVV
Ishares Core S&P 500 ETF

ETFs
973
+ 11.15%
$620.67 - $670.08 $604K - $652K
9.7K $6.49M
GOOG
Alphabet Inc.

Communication Services
1.19K
+ 10.13%
$175.16 - $255.24 $208K - $303K
12.9K $3.14M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
8.15K
+ 33.08%
$117.65 - $120.08 $958K - $978K
32.8K $3.92M
CB
Chubb LTD

Financial Services
3.25K
+ 56.93%
$265.99 - $289.59 $865K - $942K
8.96K $2.53M
NVDA
Nvidia Corp

Technology
401
+ 1.49%
$153.3 - $186.58 $61.5K - $74.8K
27.4K $5.11M
META
Meta Platforms, Inc.

Communication Services
1.13K
+ 33.1%
$695.21 - $791.73 $784K - $892K
4.53K $3.33M
C
Citigroup Inc

Financial Services
3.84K
+ 17.37%
$85.57 - $103.49 $329K - $398K
26K $2.64M
GLDM
World Gold Trust

ETFs
4.42K
+ 28.77%
$64.73 - $76.45 $286K - $338K
19.8K $1.51M
JPM
Jpmorgan Chase & CO

Financial Services
960
+ 12.62%
$282.78 - $316.06 $271K - $303K
8.57K $2.7M
EBR
Brazilian Electric Power CO

Utilities
19.3K
+ 17.71%
$6.75 - $9.92 $130K - $191K
128K $1.27M
LLY
Eli Lilly & CO

Healthcare
660
+ 24.26%
$625.65 - $812.69 $413K - $536K
3.38K $2.58M
DFAT
Dimensional ETF Tr U S Target

ETFs
3.11K
+ 4.84%
$53.36 - $59.69 $166K - $185K
67.3K $3.92M
SPG
Simon Property Group Inc

Real Estate
1.4K
+ 20.44%
$159.93 - $187.67 $225K - $263K
8.27K $1.55M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.05K
+ 55.9%
$224.68 - $282.71 $235K - $296K
2.92K $815K
FBND
Fidelity Merrimack Str Tr Tota

ETFs
7.06K
+ 9.35%
$45.26 - $46.63 $319K - $329K
82.6K $3.82M
MCD
Mcdonalds Corp

Consumer Cyclical
842
+ 17.0%
$291.67 - $316.99 $246K - $267K
5.79K $1.76M
TJX
Tjx Companies Inc

Consumer Cyclical
1.31K
+ 24.84%
$121.35 - $144.54 $159K - $189K
6.58K $950K
DUK
Duke Energy Corp

Utilities
1.81K
+ 15.07%
$116.31 - $125.93 $210K - $228K
13.8K $1.71M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
506
+ 23.05%
$459.11 - $506.91 $232K - $256K
2.7K $1.36M
VBK
Vanguard Small Cap Growth ETF

ETFs
453
+ 6.38%
$276.51 - $305.12 $125K - $138K
7.55K $2.25M
APO
Apollo Global Management, Inc.

Financial Services
2.84K
+ 21.6%
$131.55 - $156.05 $373K - $443K
16K $2.13M
HDB
Hdfc Bank LTD

Financial Services
15.5K
+ 230.55%
$34.14 - $78.94 $528K - $1.22M
22.2K $757K
GOOGL
Alphabet Inc.

Communication Services
25
+ 0.72%
$174.36 - $254.72 $4.36K - $6.37K
3.51K $852K
WM
Waste Management Inc

Industrials
1.25K
+ 21.28%
$213.88 - $237.1 $266K - $295K
7.1K $1.57M
EQIX
Equinix Inc

Real Estate
319
+ 12.17%
$756.7 - $811.13 $241K - $259K
2.94K $2.3M
NEE
Nextera Energy Inc

Utilities
1.4K
+ 7.66%
$69.77 - $77.54 $97.4K - $108K
19.6K $1.48M
LOW
Lowes Companies Inc

Consumer Cyclical
223
+ 4.56%
$215.01 - $273.02 $47.9K - $60.9K
5.11K $1.28M
QQQ
Invesco Qqq Trust, Series 1

ETFs
239
+ 21.63%
$546.99 - $602.2 $131K - $144K
1.34K $806K
WMT
Walmart Inc.

Consumer Defensive
1.22K
+ 9.28%
$94.4 - $104.27 $116K - $128K
14.4K $1.49M
XOM
Exxon Mobil Corp

Energy
1.42K
+ 20.92%
$105.83 - $117.22 $150K - $166K
8.19K $922K
NTES
Net Ease, Inc.

Communication Services
771
+ 20.88%
$127.31 - $159.34 $98.2K - $123K
4.46K $678K
VTV
Vanguard Value ETF

ETFs
610
+ 9.53%
$175.51 - $186.57 $107K - $114K
7.01K $1.31M
MCK
Mckesson Corp

Healthcare
47
+ 1.35%
$659.01 - $772.54 $31K - $36.3K
3.54K $2.73M
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
6.21K
+ 18.69%
$13.29 - $16.05 $82.6K - $99.7K
39.4K $628K
AMAT
Applied Materials Inc

Technology
139
+ 2.19%
$156.25 - $204.95 $21.7K - $28.5K
6.5K $1.33M
QUAL
Ishares Msci Usa Quality Facto

ETFs
380
+ 7.88%
$182.33 - $194.5 $69.3K - $73.9K
5.2K $1.01M
BCD
Abrdn Etfs Abrdn Bloomberg All

ETFs
2.92K
+ 16.47%
$32.62 - $34.4 $95.1K - $100K
20.6K $708K
JPIB
Jpmorgan International Bond Op

ETFs
2.25K
+ 10.42%
$48.32 - $49.13 $109K - $111K
23.9K $1.17M
JPIE
J P Morgan Exchange Traded Fd
2.36K
+ 8.12%
$46.01 - $46.55 $108K - $110K
31.4K $1.46M
ENB
Enbridge Inc

Energy
1.21K
+ 12.48%
$43.79 - $50.46 $52.8K - $60.8K
10.9K $548K
MDLZ
Mondelez International, Inc.

Consumer Defensive
1.69K
+ 25.26%
$60.9 - $70.75 $103K - $120K
8.38K $523K
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
912
+ 4.38%
$86.07 - $90.74 $78.5K - $82.8K
21.7K $1.95M
PSA
Public Storage

Real Estate
271
+ 13.04%
$271.94 - $298.09 $73.7K - $80.8K
2.35K $678K
PANW
Palo Alto Networks Inc

Technology
417
+ 1.46%
$167.06 - $208.19 $69.7K - $86.8K
29.1K $5.92M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
130
+ 3.84%
$109.47 - $119.06 $14.2K - $15.5K
3.52K $416K
SHEL
Shell PLC

Energy
460
+ 5.22%
$69.82 - $73.93 $32.1K - $34K
9.27K $663K
IYW
Ishares Dj Us Tech ETF

ETFs
5
+ 0.27%
$171.38 - $197.01 $857 - $985
1.84K $359K
Activity Summary
Buys All Purchases 69 New Holdings 4 Increased Positions 65 Sells All Sells 26 Reductions 26 Sold out 0 Options Calls 0 Puts 0
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