# EDGAR Filing Document

**Accession Number:** 0001847343
**File Stem:** 0001847343-23-000001
**Filing Date:** 2023-1
**Character Count:** 15408
**Document Hash:** 7aa0510e10069f1479c9442d7257fd6f
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001847343-23-000001.hdr.sgml**: 20230117

**ACCESSION NUMBER**: 0001847343-23-000001

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20221231

**FILED AS OF DATE**: 20230117

**DATE AS OF CHANGE**: 20230117

**EFFECTIVENESS DATE**: 20230117

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** InTrack Investment Management Inc
- **CENTRAL INDEX KEY:** 0001847343
- **IRS NUMBER:** 030359476
- **STATE OF INCORPORATION:** VT
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-21062
- **FILM NUMBER:** 23530601

**BUSINESS ADDRESS:**
- **STREET 1:** 1233 SHELBURNE ROAD, SUITE D6B
- **CITY:** SOUTH BURLINGTON
- **STATE:** VT
- **ZIP:** 05403
- **BUSINESS PHONE:** 8026580625

**MAIL ADDRESS:**
- **STREET 1:** 1233 SHELBURNE ROAD, SUITE D6B
- **CITY:** SOUTH BURLINGTON
- **STATE:** VT
- **ZIP:** 05403

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 12-31-2022

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** InTrack Investment Management Inc<br>**Address:** 1233 SHELBURNE ROAD SUITE D6B<br>SOUTH BURLINGTON, VT 05403

**Form 13F File Number:** 028-21062

**CRD Number (if applicable):** 000106450

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Jan E. Peltzer<br>**Title:** Chief Compliance Officer<br>**Phone:** 18023699522

**Signature, Place, and Date of Signing:**

Jan E. Peltzer  Norwich, VT  01-17-2023<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 122

**Form 13F Information Table Value Total:** $99914804

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| 3M CO | COM | 88579Y101 |  | 672032 | 5604 | SH |  | SOLE | 0 | 0 | 0 | 5604 |
| ABB LTD | SPONSORED ADR | 000375204 |  | 317698 | 10430 | SH |  | SOLE | 0 | 0 | 0 | 10430 |
| ABBOTT LABS | COM | 002824100 |  | 1618492 | 14742 | SH |  | SOLE | 0 | 0 | 0 | 14742 |
| ADVANCED MICRO DEVICES INC | COM | 007903107 |  | 940266 | 14517 | SH |  | SOLE | 0 | 0 | 0 | 14517 |
| AGILENT TECHNOLOGIES INC | COM | 00846U101 |  | 549216 | 3670 | SH |  | SOLE | 0 | 0 | 0 | 3670 |
| AIR PRODS  CHEMS INC | COM | 009158106 |  | 1086308 | 3524 | SH |  | SOLE | 0 | 0 | 0 | 3524 |
| ALCON AG | ORD SHS | H01301128 |  | 302648 | 4415 | SH |  | SOLE | 0 | 0 | 0 | 4415 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 1861339 | 20978 | SH |  | SOLE | 0 | 0 | 0 | 20978 |
| AMAZON COM INC | COM | 023135106 |  | 1239951 | 14761 | SH |  | SOLE | 0 | 0 | 0 | 14761 |
| AMERICAN ELEC PWR CO INC | COM | 025537101 |  | 980739 | 10329 | SH |  | SOLE | 0 | 0 | 0 | 10329 |
| APOLLO GLOBAL MGMT INC | COM | 03769M106 |  | 581979 | 9123 | SH |  | SOLE | 0 | 0 | 0 | 9123 |
| APPLE INC | COM | 037833100 |  | 3937918 | 30308 | SH |  | SOLE | 0 | 0 | 0 | 30308 |
| APPLIED MATLS INC | COM | 038222105 |  | 551857 | 5667 | SH |  | SOLE | 0 | 0 | 0 | 5667 |
| AT INC | COM | 00206R102 |  | 257420 | 13983 | SH |  | SOLE | 0 | 0 | 0 | 13983 |
| AUTODESK INC | COM | 052769106 |  | 409245 | 2190 | SH |  | SOLE | 0 | 0 | 0 | 2190 |
| AZURE PWR GLOBAL LTD | SHS | V0393H103 |  | 47410 | 11000 | SH |  | SOLE | 0 | 0 | 0 | 11000 |
| BANK AMERICA CORP | COM | 060505104 |  | 1521021 | 45925 | SH |  | SOLE | 0 | 0 | 0 | 45925 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 2080750 | 6736 | SH |  | SOLE | 0 | 0 | 0 | 6736 |
| BRISTOL-MYERS SQUIBB CO | COM | 110122108 |  | 933010 | 12967 | SH |  | SOLE | 0 | 0 | 0 | 12967 |
| CARRIER GLOBAL CORPORATION | COM | 14448C104 |  | 239580 | 5808 | SH |  | SOLE | 0 | 0 | 0 | 5808 |
| CHEVRON CORP NEW | COM | 166764100 |  | 1126732 | 6277 | SH |  | SOLE | 0 | 0 | 0 | 6277 |
| CISCO SYS INC | COM | 17275R102 |  | 1353178 | 28404 | SH |  | SOLE | 0 | 0 | 0 | 28404 |
| CITIGROUP INC | COM NEW | 172967424 |  | 1169693 | 25861 | SH |  | SOLE | 0 | 0 | 0 | 25861 |
| COCA COLA CO | COM | 191216100 |  | 721830 | 11348 | SH |  | SOLE | 0 | 0 | 0 | 11348 |
| COLGATE PALMOLIVE CO | COM | 194162103 |  | 318233 | 4039 | SH |  | SOLE | 0 | 0 | 0 | 4039 |
| COSTCO WHSL CORP NEW | COM | 22160K105 |  | 278009 | 609 | SH |  | SOLE | 0 | 0 | 0 | 609 |
| CROWN CASTLE INC | COM | 22822V101 |  | 902840 | 6656 | SH |  | SOLE | 0 | 0 | 0 | 6656 |
| CUMMINS INC | COM | 231021106 |  | 448863 | 1853 | SH |  | SOLE | 0 | 0 | 0 | 1853 |
| CVS HEALTH CORP | COM | 126650100 |  | 480189 | 5153 | SH |  | SOLE | 0 | 0 | 0 | 5153 |
| DANAHER CORPORATION | COM | 235851102 |  | 758542 | 2858 | SH |  | SOLE | 0 | 0 | 0 | 2858 |
| DELTA AIR LINES INC DEL | COM NEW | 247361702 |  | 876343 | 26669 | SH |  | SOLE | 0 | 0 | 0 | 26669 |
| DIAGEO PLC | SPON ADR NEW | 25243Q205 |  | 325375 | 1826 | SH |  | SOLE | 0 | 0 | 0 | 1826 |
| DIGITAL RLTY TR INC | COM | 253868103 |  | 1134020 | 11310 | SH |  | SOLE | 0 | 0 | 0 | 11310 |
| DISNEY WALT CO | COM | 254687106 |  | 496993 | 5720 | SH |  | SOLE | 0 | 0 | 0 | 5720 |
| DOLLAR GEN CORP NEW | COM | 256677105 |  | 208820 | 848 | SH |  | SOLE | 0 | 0 | 0 | 848 |
| DOW INC | COM | 260557103 |  | 969406 | 19238 | SH |  | SOLE | 0 | 0 | 0 | 19238 |
| DUKE ENERGY CORP NEW | COM NEW | 26441C204 |  | 812797 | 7892 | SH |  | SOLE | 0 | 0 | 0 | 7892 |
| EATON CORP PLC | SHS | G29183103 |  | 1010398 | 6438 | SH |  | SOLE | 0 | 0 | 0 | 6438 |
| EATON VANCE MUN BD FD | COM | 27827X101 |  | 124680 | 12000 | SH |  | SOLE | 0 | 0 | 0 | 12000 |
| ELECTRONIC ARTS INC | COM | 285512109 |  | 247170 | 2023 | SH |  | SOLE | 0 | 0 | 0 | 2023 |
| ELEVANCE HEALTH INC | COM | 036752103 |  | 341125 | 665 | SH |  | SOLE | 0 | 0 | 0 | 665 |
| EMERSON ELEC CO | COM | 291011104 |  | 696243 | 7248 | SH |  | SOLE | 0 | 0 | 0 | 7248 |
| ENBRIDGE INC | COM | 29250N105 |  | 270377 | 6915 | SH |  | SOLE | 0 | 0 | 0 | 6915 |
| EPLUS INC | COM | 294268107 |  | 282949 | 6390 | SH |  | SOLE | 0 | 0 | 0 | 6390 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 1109274 | 10057 | SH |  | SOLE | 0 | 0 | 0 | 10057 |
| FEDEX CORP | COM | 31428X106 |  | 596888 | 3446 | SH |  | SOLE | 0 | 0 | 0 | 3446 |
| FORD MTR CO DEL | COM | 345370860 |  | 960293 | 82570 | SH |  | SOLE | 0 | 0 | 0 | 82570 |
| FORTINET INC | COM | 34959E109 |  | 1351308 | 27640 | SH |  | SOLE | 0 | 0 | 0 | 27640 |
| FORTIVE CORP | COM | 34959J108 |  | 465811 | 7250 | SH |  | SOLE | 0 | 0 | 0 | 7250 |
| GALLAGHER ARTHUR J  CO | COM | 363576109 |  | 296951 | 1575 | SH |  | SOLE | 0 | 0 | 0 | 1575 |
| GAP INC | COM | 364760108 |  | 235752 | 20900 | SH |  | SOLE | 0 | 0 | 0 | 20900 |
| GENERAL ELECTRIC CO | COM NEW | 369604301 |  | 2070451 | 24710 | SH |  | SOLE | 0 | 0 | 0 | 24710 |
| GENERAL MTRS CO | COM | 37045V100 |  | 422622 | 12563 | SH |  | SOLE | 0 | 0 | 0 | 12563 |
| HOME DEPOT INC | COM | 437076102 |  | 321321 | 1017 | SH |  | SOLE | 0 | 0 | 0 | 1017 |
| INTEL CORP | COM | 458140100 |  | 708596 | 26810 | SH |  | SOLE | 0 | 0 | 0 | 26810 |
| INVESCO EXCH TRADED FD TR II | INVESCO PHLX SM | 46138G615 |  | 207243 | 10409 | SH |  | SOLE | 0 | 0 | 0 | 10409 |
| INVESCO EXCH TRADED FD TR II | NASDAQ 100 ETF | 46138G649 |  | 486094 | 4438 | SH |  | SOLE | 0 | 0 | 0 | 4438 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 |  | 388729 | 1460 | SH |  | SOLE | 0 | 0 | 0 | 1460 |
| ISHARES TR | RUSSELL 2000 ETF | 464287655 |  | 1389745 | 7971 | SH |  | SOLE | 0 | 0 | 0 | 7971 |
| ISHARES TR | MSCI EAFE ETF | 464287465 |  | 2616602 | 39863 | SH |  | SOLE | 0 | 0 | 0 | 39863 |
| ISHARES TR | CORE S TTL STK | 464287150 |  | 220480 | 2600 | SH |  | SOLE | 0 | 0 | 0 | 2600 |
| ISHARES TR | 3 7 YR TREAS BD | 464288661 |  | 346049 | 3012 | SH |  | SOLE | 0 | 0 | 0 | 3012 |
| ISHARES TR | TIPS BD ETF | 464287176 |  | 355009 | 3335 | SH |  | SOLE | 0 | 0 | 0 | 3335 |
| ISHARES TR | JPMORGAN USD EMG | 464288281 |  | 743976 | 8795 | SH |  | SOLE | 0 | 0 | 0 | 8795 |
| ISHARES TR | INTRM GOV CR ETF | 464288612 |  | 5267289 | 51408 | SH |  | SOLE | 0 | 0 | 0 | 51408 |
| ISUN INC | COM | 465246106 |  | 32790 | 24470 | SH |  | SOLE | 0 | 0 | 0 | 24470 |
| JPMORGAN CHASE  CO | COM | 46625H100 |  | 478569 | 3569 | SH |  | SOLE | 0 | 0 | 0 | 3569 |
| KLA CORP | COM NEW | 482480100 |  | 220940 | 586 | SH |  | SOLE | 0 | 0 | 0 | 586 |
| LINDE PLC | SHS | G5494J103 |  | 353579 | 1084 | SH |  | SOLE | 0 | 0 | 0 | 1084 |
| LOWES COS INC | COM | 548661107 |  | 445710 | 2237 | SH |  | SOLE | 0 | 0 | 0 | 2237 |
| MAGNA INTL INC | COM | 559222401 |  | 278709 | 4961 | SH |  | SOLE | 0 | 0 | 0 | 4961 |
| MARTIN MARIETTA MATLS INC | COM | 573284106 |  | 310594 | 919 | SH |  | SOLE | 0 | 0 | 0 | 919 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 |  | 439185 | 1263 | SH |  | SOLE | 0 | 0 | 0 | 1263 |
| MEDTRONIC PLC | SHS | G5960L103 |  | 275595 | 3546 | SH |  | SOLE | 0 | 0 | 0 | 3546 |
| MERCK  CO INC | COM | 58933Y105 |  | 608900 | 5488 | SH |  | SOLE | 0 | 0 | 0 | 5488 |
| META PLATFORMS INC | CL A | 30303M102 |  | 966571 | 8032 | SH |  | SOLE | 0 | 0 | 0 | 8032 |
| MICROSOFT CORP | COM | 594918104 |  | 3772823 | 15732 | SH |  | SOLE | 0 | 0 | 0 | 15732 |
| NEWMONT CORP | COM | 651639106 |  | 310482 | 6578 | SH |  | SOLE | 0 | 0 | 0 | 6578 |
| NIKE INC | CL B | 654106103 |  | 931283 | 7959 | SH |  | SOLE | 0 | 0 | 0 | 7959 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 1629110 | 11148 | SH |  | SOLE | 0 | 0 | 0 | 11148 |
| ORACLE CORP | COM | 68389X105 |  | 221025 | 2704 | SH |  | SOLE | 0 | 0 | 0 | 2704 |
| OWL ROCK CAPITAL CORPORATION | COM | 69121K104 |  | 677486 | 58657 | SH |  | SOLE | 0 | 0 | 0 | 58657 |
| PALO ALTO NETWORKS INC | COM | 697435105 |  | 1728454 | 12387 | SH |  | SOLE | 0 | 0 | 0 | 12387 |
| PEPSICO INC | COM | 713448108 |  | 1175094 | 6504 | SH |  | SOLE | 0 | 0 | 0 | 6504 |
| PETCO HEALTH  WELLNESS CO I | COM | 71601V105 |  | 1217516 | 128430 | SH |  | SOLE | 0 | 0 | 0 | 128430 |
| PFIZER INC | COM | 717081103 |  | 1640039 | 32007 | SH |  | SOLE | 0 | 0 | 0 | 32007 |
| PLUG POWER INC | COM NEW | 72919P202 |  | 220062 | 17790 | SH |  | SOLE | 0 | 0 | 0 | 17790 |
| PROCTER AND GAMBLE CO | COM | 742718109 |  | 1396171 | 9212 | SH |  | SOLE | 0 | 0 | 0 | 9212 |
| PROGRESSIVE CORP | COM | 743315103 |  | 326350 | 2516 | SH |  | SOLE | 0 | 0 | 0 | 2516 |
| PROLOGIS INC. | COM | 74340W103 |  | 740523 | 6569 | SH |  | SOLE | 0 | 0 | 0 | 6569 |
| SELECT SECTOR SPDR TR | FINANCIAL | 81369Y605 |  | 333006 | 9737 | SH |  | SOLE | 0 | 0 | 0 | 9737 |
| SELECT SECTOR SPDR TR | SBI INT-INDS | 81369Y704 |  | 340322 | 3465 | SH |  | SOLE | 0 | 0 | 0 | 3465 |
| SELECT SECTOR SPDR TR | SBI CONS STPLS | 81369Y308 |  | 210380 | 2822 | SH |  | SOLE | 0 | 0 | 0 | 2822 |
| SERVICE CORP INTL | COM | 817565104 |  | 207420 | 3000 | SH |  | SOLE | 0 | 0 | 0 | 3000 |
| SHELL PLC | SPON ADS | 780259305 |  | 349874 | 6144 | SH |  | SOLE | 0 | 0 | 0 | 6144 |
| SIMULATIONS PLUS INC | COM | 829214105 |  | 1511365 | 41328 | SH |  | SOLE | 0 | 0 | 0 | 41328 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 |  | 1974150 | 5162 | SH |  | SOLE | 0 | 0 | 0 | 5162 |
| SPDR S MIDCAP 400 ETF TR | UTSER1 S | 78467Y107 |  | 672091 | 1518 | SH |  | SOLE | 0 | 0 | 0 | 1518 |
| SPDR SER TR | BLOOMBERG HIGH Y | 78468R622 |  | 834365 | 9271 | SH |  | SOLE | 0 | 0 | 0 | 9271 |
| SPDR SER TR | S BIOTECH | 78464A870 |  | 201192 | 2424 | SH |  | SOLE | 0 | 0 | 0 | 2424 |
| SSGA ACTIVE ETF TR | SPDR TR TACTIC | 78467V848 |  | 510590 | 12752 | SH |  | SOLE | 0 | 0 | 0 | 12752 |
| STRYKER CORPORATION | COM | 863667101 |  | 431769 | 1766 | SH |  | SOLE | 0 | 0 | 0 | 1766 |
| TARGET CORP | COM | 87612E106 |  | 648136 | 4349 | SH |  | SOLE | 0 | 0 | 0 | 4349 |
| TERADYNE INC | COM | 880770102 |  | 896330 | 10261 | SH |  | SOLE | 0 | 0 | 0 | 10261 |
| TESLA INC | COM | 88160R101 |  | 272351 | 2211 | SH |  | SOLE | 0 | 0 | 0 | 2211 |
| THERMO FISHER SCIENTIFIC INC | COM | 883556102 |  | 246158 | 447 | SH |  | SOLE | 0 | 0 | 0 | 447 |
| TJX COS INC NEW | COM | 872540109 |  | 212006 | 2663 | SH |  | SOLE | 0 | 0 | 0 | 2663 |
| TYSON FOODS INC | CL A | 902494103 |  | 923711 | 14839 | SH |  | SOLE | 0 | 0 | 0 | 14839 |
| UNILEVER PLC | SPON ADR NEW | 904767704 |  | 692392 | 13752 | SH |  | SOLE | 0 | 0 | 0 | 13752 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 |  | 514683 | 2692 | SH |  | SOLE | 0 | 0 | 0 | 2692 |
| VANGUARD INDEX FDS | VALUE ETF | 922908744 |  | 803348 | 5723 | SH |  | SOLE | 0 | 0 | 0 | 5723 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 |  | 5514546 | 15696 | SH |  | SOLE | 0 | 0 | 0 | 15696 |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 922042775 |  | 257961 | 5145 | SH |  | SOLE | 0 | 0 | 0 | 5145 |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 |  | 694268 | 17811 | SH |  | SOLE | 0 | 0 | 0 | 17811 |
| VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | 92206C706 |  | 827492 | 14150 | SH |  | SOLE | 0 | 0 | 0 | 14150 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 |  | 545610 | 13000 | SH |  | SOLE | 0 | 0 | 0 | 13000 |
| VANGUARD WORLD FD | ESG US STK ETF | 921910733 |  | 249833 | 3793 | SH |  | SOLE | 0 | 0 | 0 | 3793 |
| VANGUARD WORLD FDS | INF TECH ETF | 92204A702 |  | 250417 | 784 | SH |  | SOLE | 0 | 0 | 0 | 784 |
| VERIZON COMMUNICATIONS INC | COM | 92343V104 |  | 340771 | 8649 | SH |  | SOLE | 0 | 0 | 0 | 8649 |
| WASTE MGMT INC DEL | COM | 94106L109 |  | 220416 | 1405 | SH |  | SOLE | 0 | 0 | 0 | 1405 |
| ZIMMER BIOMET HOLDINGS INC | COM | 98956P102 |  | 568455 | 4458 | SH |  | SOLE | 0 | 0 | 0 | 4458 |
| ZOETIS INC | CL A | 98978V103 |  | 1217669 | 8309 | SH |  | SOLE | 0 | 0 | 0 | 8309 |

---