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Intrack Investment Management Inc.
InTrack Investment Management, Inc. is a Vermont-based SEC-registered investment adviser founded in 1992. It provides independent, fee-only wealth management and financial planning services to individuals, families, trusts, and non-profit organizations. Led by a team of experienced partners including founder Myron R. Sopher, the firm currently has approximately 5 employees and acts as a fiduciary, focusing on personalized investment strategies and education while serving clients primarily in the United States.
Investment Strategy
InTrack Investment Management takes a personalized, client-focused approach to portfolio construction, using multiple asset classes—equities, bonds, ETFs, and mutual funds—tailored to each client's circumstances and objectives. The firm offers both discretionary and non-discretionary advisory, coupled with integrated financial planning, aiming for long-term capital growth and preservation. Its investment process emphasizes transparency, ethical conduct, and acting solely in the client’s best interests as a fiduciary. The firm does not charge commissions or participate in wrap-fee programs, and provides planning and consulting services for retirement plans, nonprofits, and trusts.
Latest 13F Filing Activity
Intrack Investment Management Inc. filed their most recent 13F report on Sep 30, 2025 disclosing 105 equity positions with a total 13F market value of $167M. The fund increased holdings in Apple Inc., Dimensional Etf Trust, Palantir Technologies Inc. among other positions. Intrack Investment Management Inc. reduced exposure to International FLAVORS&FRAGRA, Vanguard Index FDS, Vanguard Index FDS among others.
Top Holdings
Equity Positions (105)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP | 4.42% | $7.4M | 14,296 | $274.06 | $517.95 | +$4.5K |
I IVV | ISHARES TR | 3.88% | $6.5M | 9,702 | $551.26 | $669.30 | +$1.1M |
A AAPL | APPLE INC | 3.87% | $6.5M | 25,457 | $161.08 | $254.63 | +$1.5M |
P PANW | PALO ALTO NETWORKS INC | 3.53% | $5.9M | 29,063 | $113.63 | $203.62 | +$55.7K |
F FENI | FIDELITY COVINGTON TRUST | 3.44% | $5.8M | 163,318 | $32.55 | $35.28 | +$410.2K |
Industry Allocation
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