§ 13F · FUND PROFILE
TrueMark Investments, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $462.7T (13F)Positions · 139Turnover · — · Q4Filed · Jan 14, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$70.9T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | SPSB | SPDR SERIES TRUST | 506K | $15.3T | 2.9% | — |
| 2 | PM | PHILIP MORRIS INTL INC | 85K | $13.7T | 2.6% | +11% |
| 3 | MPLX | MPLX LP | 218K | $11.6T | 2.2% | +8% |
| 4 | VZ | VERIZON COMMUNICATIONS INC | 270K | $11.0T | 2.1% | +8% |
| 5 | NEE | NEXTERA ENERGY INC | 135K | $10.8T | 2.1% | +8% |
| 6 | C | CITIGROUP INC | 88K | $10.3T | 2.0% | −3% |
| 7 | MAYZ | ELEVATION SERIES TRUST | 302K | $10.1T | 1.9% | +24% |
| 8 | JANZ | ELEVATION SERIES TRUST | 262K | $10.0T | 1.9% | +14% |
| 9 | ENB | ENBRIDGE INC | 207K | $9.9T | 1.9% | +8% |
| 10 | NVO | NOVO-NORDISK A S | 194K | $9.9T | 1.9% | +21% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE TRUEMARK SIGNAL
AC read
TrueMark Investments, LLC is a Other fund managing $462669.3 trillion in assets. The fund runs a portfolio of 139 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed