In Track Investment Management Inc Incresed Positions in Q2 2025

In Track Investment Management Inc

  • $134 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
DFAT
Dimensional ETF Tr U S Target

ETFs
57.3K
+ 819.5%
$44.8 - $53.97 $2.56M - $3.09M
64.2K $3.47M
IVV
Ishares Core S&P 500 ETF

ETFs
2.69K
+ 44.57%
$498.8 - $620.9 $1.34M - $1.67M
8.73K $5.42M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
39.4K
+ 108.88%
$44.68 - $45.96 $1.76M - $1.81M
75.5K $3.45M
NVDA
Nvidia Corp

Technology
2.8K
+ 11.57%
$94.31 - $157.99 $264K - $442K
27K $4.26M
PANW
Palo Alto Networks Inc

Technology
3.34K
+ 13.21%
$152.44 - $204.64 $510K - $684K
28.6K $5.86M
META
Meta Platforms, Inc.

Communication Services
1.41K
+ 70.25%
$484.66 - $738.09 $681K - $1.04M
3.41K $2.51M
CB
Chubb LTD

Financial Services
3.48K
+ 155.34%
$274.32 - $302.46 $953K - $1.05M
5.71K $1.65M
C
Citigroup Inc

Financial Services
5.38K
+ 32.14%
$58.13 - $85.12 $313K - $458K
22.1K $1.88M
GOOG
Alphabet Inc.

Communication Services
2.67K
+ 29.52%
$146.58 - $180.01 $392K - $481K
11.7K $2.08M
JPM
Jpmorgan Chase & CO

Financial Services
993
+ 15.01%
$210.28 - $289.91 $209K - $288K
7.61K $2.21M
AMAT
Applied Materials Inc

Technology
1.25K
+ 24.57%
$126.95 - $183.52 $159K - $230K
6.36K $1.16M
SYK
Stryker Corp

Healthcare
863
+ 28.55%
$337.37 - $395.63 $291K - $341K
3.89K $1.54M
APO
Apollo Global Management, Inc.

Financial Services
1.77K
+ 15.59%
$108.68 - $145.07 $193K - $257K
13.1K $1.86M
DUK
Duke Energy Corp

Utilities
2.71K
+ 29.13%
$112.46 - $124.05 $304K - $336K
12K $1.42M
CAT
Caterpillar Inc

Industrials
27
+ 0.58%
$273.94 - $388.21 $7.4K - $10.5K
4.68K $1.82M
NEE
Nextera Energy Inc

Utilities
3.75K
+ 25.93%
$64.11 - $75.0 $241K - $281K
18.2K $1.27M
LOW
Lowes Companies Inc

Consumer Cyclical
1.24K
+ 33.84%
$210.83 - $235.28 $260K - $291K
4.89K $1.08M
MDLZ
Mondelez International, Inc.

Consumer Defensive
3.24K
+ 93.91%
$63.54 - $68.5 $206K - $222K
6.69K $451K
CARR
Carrier Global Corp

Industrials
251
+ 1.31%
$55.55 - $75.83 $13.9K - $19K
19.5K $1.43M
SPG
Simon Property Group Inc

Real Estate
1.37K
+ 24.87%
$140.37 - $171.44 $192K - $235K
6.87K $1.1M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
479
+ 27.91%
$483.48 - $539.8 $232K - $259K
2.2K $1.07M
WMT
Walmart Inc.

Consumer Defensive
202
+ 1.56%
$81.79 - $99.98 $16.5K - $20.2K
13.2K $1.29M
AAPL
Apple Inc.

Technology
2.46K
+ 11.38%
$172.42 - $223.89 $424K - $550K
24.1K $4.93M
DHR
Danaher Corp

Healthcare
750
+ 8.74%
$174.64 - $205.16 $131K - $154K
9.33K $1.84M
XOM
Exxon Mobil Corp

Energy
1.27K
+ 23.09%
$99.93 - $119.04 $127K - $151K
6.77K $729K
SHEL
Shell PLC

Energy
1.12K
+ 14.56%
$59.75 - $73.05 $66.9K - $81.8K
8.81K $620K
KO
Coca Cola CO

Consumer Defensive
520
+ 4.01%
$68.37 - $73.9 $35.6K - $38.4K
13.5K $954K
MCD
Mcdonalds Corp

Consumer Cyclical
330
+ 7.14%
$285.55 - $321.23 $94.2K - $106K
4.95K $1.45M
Fidelity Covington Trust
126K
+ 366.9%
N/A
161K $0
Fidelity Covington Trust
54.6K
+ 768.19%
N/A
61.7K $0
WM
Waste Management Inc

Industrials
49
+ 0.84%
$216.47 - $242.1 $10.6K - $11.9K
5.86K $1.34M
EQIX
Equinix Inc

Real Estate
5
+ 0.19%
$740.07 - $914.43 $3.7K - $4.57K
2.62K $2.08M
Activity Summary
Buys All Purchases 62 New Holdings 29 Increased Positions 33 Sells All Sells 42 Reductions 42 Sold out 0 Options Calls 0 Puts 0
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