TrueMark Investments, LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1974457
Institutional-grade research for retail investors
13F Reported Value
ⓘ$513.7M
Holdings
167
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
TrueMark Investments, LLC disclosed 167 positions worth $513.7M in its Form 13F-HR for Q1 2026, followed by $CVX and $VZ. During the quarter the fund opened 40 new positions and exited 112 — including a new stake in $VLO and a full exit from $C. The portfolio is most concentrated in Other (35.4% of disclosed assets). All figures are sourced directly from TrueMark Investments, LLC’s Form 13F-HR filing with the SEC under CIK 1974457.
AI Fund Analysis
ConcentratingSector Allocation
OtherEnergyConsumer StaplesHealthcareFinancialsTechnology
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
AI Quality Scored
SPDR SERIES TRUST
—Quality
$16.8M558,724 sh- 54.7#1,197
Quality
$16.0M77,198 sh - 71.6#257
Quality
$14.4M287,287 sh - 80.5
Quality
$14.1M85,031 sh - 76.5
Quality
$13.2M231,817 sh - —
Quality
$13.1M224,796 sh - 71.7
Quality
$11.8M127,445 sh ELEVATION SERIES TRUST
—Quality
$11.3M274,021 shELEVATION SERIES TRUST
—Quality
$10.8M279,404 sh- 72.8
Quality
$10.8M44,200 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| SPDR SERIES TRUST | — | $16.8M | 558,724 |
 CHEVRON CORP$CVX | 54.7#1,197 | $16.0M | 77,198 |
 VERIZON COMMUNICATIONS INC$VZ | 71.6#257 | $14.4M | 287,287 |
 Philip Morris International Inc.$PM | 80.5 | $14.1M | 85,031 |
 MPLX LP$MPLX | 76.5 | $13.2M | 231,817 |
 British American Tobacco p.l.c.$BTI | — | $13.1M | 224,796 |
 NEXTERA ENERGY INC$NEE | 71.7 | $11.8M | 127,445 |
| ELEVATION SERIES TRUST | — | $11.3M | 274,021 |
| ELEVATION SERIES TRUST | — | $10.8M | 279,404 |
 JOHNSON & JOHNSON$JNJ | 72.8 | $10.8M | 44,200 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of TrueMark Investments, LLC's 167 positions.
Showing top 10 of 167 holdings.
Sector Allocation
Other
$181.8M
Energy
$85.2M
Consumer Staples
$55.2M
Healthcare
$43.9M
Financials
$30.3M
Technology
$30.1M
Utilities
$29.1M
Communication Services
$22.4M
Full Holdings — TrueMark Investments, LLC (Q1 2026)
All 167 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | SPDR SERIES TRUST | $16.8M | 3.3% | +10% | — |
| 2 | $CVX | CHEVRON CORP | $16.0M | 3.1% | +124% | 54.7 |
| 3 | $VZ | VERIZON COMMUNICATIONS INC | $14.4M | 2.8% | +6% | 71.6 |
| 4 | $PM | Philip Morris International Inc. | $14.1M | 2.7% | -0% | 80.5 |
| 5 | $MPLX | MPLX LP | $13.2M | 2.6% | +6% | 76.5 |
| 6 | $BTI | British American Tobacco p.l.c. | $13.1M | 2.6% | +30% | — |
| 7 | $NEE | NEXTERA ENERGY INC | $11.8M | 2.3% | -6% | 71.7 |
| 8 | — | ELEVATION SERIES TRUST | $11.3M | 2.2% | +43% | — |
| 9 | — | ELEVATION SERIES TRUST | $10.8M | 2.1% | +34% | — |
| 10 | $JNJ | JOHNSON & JOHNSON | $10.8M | 2.1% | +6% | 72.8 |
| 11 | — | ELEVATION SERIES TRUST | $10.5M | 2.0% | +16% | — |
| 12 | — | ELEVATION SERIES TRUST | $10.1M | 2.0% | +14% | — |
| 13 |  $UPS | UNITED PARCEL SERVICE INC | $9.8M | 1.9% | +63% | 58.2 |
| 14 |  $CME | CME GROUP INC. | $9.8M | 1.9% | +6% | 74.5 |
| 15 | — | ELEVATION SERIES TRUST | $9.7M | 1.9% | +1% | — |
| 16 | — | ELEVATION SERIES TRUST | $9.3M | 1.8% | +21% | — |
| 17 | — | ELEVATION SERIES TRUST | $9.3M | 1.8% | +12% | — |
| 18 | — | ELEVATION SERIES TRUST | $9.0M | 1.8% | +7% | — |
| 19 | — | ELEVATION SERIES TRUST | $9.0M | 1.8% | +199% | — |
| 20 |  $VLO | VALERO ENERGY CORP/TX | $8.9M | 1.7% | NEW | 51.4 |
| 21 |  $HSY | HERSHEY CO | $8.9M | 1.7% | +40% | 59.4 |
| 22 |  $D | DOMINION ENERGY, INC | $8.7M | 1.7% | +6% | 74.9 |
| 23 | — | ELEVATION SERIES TRUST | $8.5M | 1.6% | -2% | — |
| 24 |  $AEP | AMERICAN ELECTRIC POWER CO INC | $8.3M | 1.6% | +6% | 75.4 |
| 25 | — | ELEVATION SERIES TRUST | $8.1M | 1.6% | +3% | — |
| 26 | — | ELEVATION SERIES TRUST | $8.1M | 1.6% | -5% | — |
| 27 | — | ELEVATION SERIES TRUST | $7.7M | 1.5% | -15% | — |
| 28 |  $ENB | ENBRIDGE INC | $7.4M | 1.4% | -34% | — |
| 29 | — | ELEVATION SERIES TRUST | $7.3M | 1.4% | -24% | — |
| 30 |  $ABBV | AbbVie Inc. | $7.0M | 1.4% | -2% | 59.3 |
| 31 |  $PBR | PETROBRAS - PETROLEO BRASILEIRO SA | $6.9M | 1.3% | +14% | — |
| 32 |  $CI | Cigna Group | $6.9M | 1.3% | +21% | 66.8 |
| 33 |  $PEP | PEPSICO INC | $6.8M | 1.3% | +3% | 62.7 |
| 34 |  $AIG | AMERICAN INTERNATIONAL GROUP, INC. | $6.6M | 1.3% | +6% | 59.5 |
| 35 |  $GSK | GSK plc | $6.4M | 1.2% | +14% | — |
| 36 |  $KMI | KINDER MORGAN, INC. | $6.2M | 1.2% | +6% | 74.6 |
| 37 |  $ATO | ATMOS ENERGY CORP | $6.2M | 1.2% | NEW | 72 |
| 38 |  $HD | HOME DEPOT, INC. | $6.0M | 1.2% | NEW | 69.2 |
| 39 |  $BIPC | Brookfield Infrastructure Corp | $5.9M | 1.1% | +6% | — |
| 40 |  $DVN | DEVON ENERGY CORP/DE | $5.5M | 1.1% | NEW | 70.2 |
| 41 |  $UNH | UNITEDHEALTH GROUP INC | $5.1M | 1.0% | +80% | 66.8 |
| 42 |  $TTE | TotalEnergies SE | $5.1M | 1.0% | +62% | — |
| 43 |  $MO | ALTRIA GROUP, INC. | $5.0M | 1.0% | -2% | 72.1 |
| 44 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $4.7M | 0.9% | +14% | — |
| 45 |  $LEN | LENNAR CORP /NEW/ | $4.6M | 0.9% | +127% | 49.2 |
| 46 |  $RIO | RIO TINTO PLC | $4.3M | 0.8% | +14% | — |
| 47 |  $VIV | TELEFONICA BRASIL S.A. | $4.3M | 0.8% | NEW | — |
| 48 |  $PG | PROCTER & GAMBLE Co | $4.2M | 0.8% | +44% | 72.9 |
| 49 |  $NET | Cloudflare, Inc. | $4.0M | 0.8% | +1% | 52.6 |
| 50 |  $GS | GOLDMAN SACHS GROUP INC | $3.9M | 0.8% | -56% | — |
| 51 |  $BP | BP PLC | $3.9M | 0.8% | NEW | — |
| 52 |  $AMX | AMERICA MOVIL SAB DE CV/ | $3.7M | 0.7% | +14% | — |
| 53 | — | JANUS DETROIT STR TR | $3.6M | 0.7% | +10% | — |
| 54 |  $ASML | ASML HOLDING NV | $3.5M | 0.7% | +14% | — |
| 55 |  $HSBC | HSBC HOLDINGS PLC | $3.5M | 0.7% | +14% | — |
| 56 |  $NVDA | NVIDIA CORP | $3.2M | 0.6% | +1% | 90.2 |
| 57 |  $NOK | NOKIA CORP | $3.2M | 0.6% | +14% | — |
| 58 |  $KOF | COCA COLA FEMSA SAB DE CV | $3.1M | 0.6% | +14% | — |
| 59 |  $CRWD | CrowdStrike Holdings, Inc. | $2.6M | 0.5% | +1% | 55 |
| 60 | — | BLACKROCK ETF TRUST II | $2.5M | 0.5% | +5% | — |
| 61 |  $UL | UNILEVER PLC | $2.4M | 0.5% | +53% | — |
| 62 |  $JD | JD.com, Inc. | $2.4M | 0.5% | +14% | — |
| 63 |  $UBS | UBS Group AG | $2.3M | 0.5% | -28% | — |
| 64 |  $IBN | ICICI BANK LTD | $2.1M | 0.4% | +170% | — |
| 65 |  $SABA | Saba Capital Income & Opportunities Fund II | $1.9M | 0.4% | +5% | — |
| 66 |  $OMAB | Central North Airport Group | $1.7M | 0.3% | +14% | — |
| 67 |  $NVS | NOVARTIS AG | $1.7M | 0.3% | +14% | — |
| 68 |  $GPCR | Structure Therapeutics Inc. | $1.7M | 0.3% | +1% | — |
| 69 |  $WIW | WESTERN ASSET INFLATION-LINKED OPPORTUNITIES & INCOME FUND | $1.6M | 0.3% | +5% | — |
| 70 | — | INVESCO EXCH TRADED FD TR II | $1.6M | 0.3% | +5% | — |
| 71 |  $SNOW | Snowflake Inc. | $1.6M | 0.3% | +1% | 49.6 |
| 72 |  $GLQ | Clough Global Equity Fund | $1.5M | 0.3% | +3% | — |
| 73 |  $MDB | MongoDB, Inc. | $1.5M | 0.3% | +1% | 54.6 |
| 74 |  $IOT | Samsara Inc. | $1.4M | 0.3% | +1% | 61.3 |
| 75 |  $AMD | ADVANCED MICRO DEVICES INC | $1.4M | 0.3% | +1% | 78.8 |
| 76 |  $BSTZ | BlackRock Science & Technology Term Trust | $1.3M | 0.3% | +6% | — |
| 77 |  $LLY | ELI LILLY & Co | $1.3M | 0.3% | +1% | 89.3 |
| 78 |  $NTRA | Natera, Inc. | $1.3M | 0.3% | +2% | 46.4 |
| 79 |  $GOOGL | Alphabet Inc. | $1.3M | 0.3% | NEW | 80.2 |
| 80 |  $RVT | ROYCE SMALL-CAP TRUST, INC. | $1.2M | 0.2% | +5% | — |
| 81 |  $RMT | ROYCE MICRO-CAP TRUST, INC. | $1.2M | 0.2% | +5% | — |
| 82 |  $HYT | BLACKROCK CORPORATE HIGH YIELD FUND, INC. | $1.2M | 0.2% | NEW | — |
| 83 |  $CPZ | Calamos Long/Short Equity & Dynamic Income Trust | $1.2M | 0.2% | +5% | — |
| 84 |  $ARM | ARM HOLDINGS PLC /UK | $1.1M | 0.2% | +1% | — |
| 85 |  $GLO | Clough Global Opportunities Fund | $1.1M | 0.2% | -1% | — |
| 86 |  $DDOG | Datadog, Inc. | $1.1M | 0.2% | +1% | 62.9 |
| 87 |  $BSL | Blackstone Senior Floating Rate 2027 Term Fund | $1.0M | 0.2% | +5% | — |
| 88 |  $HHH | Howard Hughes Holdings Inc. | $898,545 | 0.2% | +9% | 38.4 |
| 89 |  $KYN | Kayne Anderson Energy Infrastructure Fund, Inc. | $870,694 | 0.2% | +5% | — |
| 90 |  $BMEZ | BlackRock Health Sciences Term Trust | $850,055 | 0.2% | +22% | — |
| 91 |  $FSSL | FS Specialty Lending Fund | $841,973 | 0.2% | +127% | — |
| 92 |  $PANW | Palo Alto Networks Inc | $816,830 | 0.2% | NEW | 66.5 |
| 93 |  $VICR | VICOR CORP | $725,305 | 0.1% | NEW | 63.6 |
| 94 |  $USA | LIBERTY ALL STAR EQUITY FUND | $695,837 | 0.1% | +5% | — |
| 95 |  $AVGO | Broadcom Inc. | $695,778 | 0.1% | NEW | 86.4 |
| 96 | — | XFLH CAP CORP | $690,900 | 0.1% | NEW | — |
| 97 |  $MPWR | MONOLITHIC POWER SYSTEMS INC | $668,037 | 0.1% | NEW | 76.3 |
| 98 |  $HTFL | Heartflow, Inc. | $654,112 | 0.1% | +1% | 45.3 |
| 99 |  $GH | Guardant Health, Inc. | $609,273 | 0.1% | NEW | 36.1 |
| 100 |  $AEF | abrdn Emerging Markets ex-China Fund, Inc. | $605,012 | 0.1% | -14% | — |
| 101 |  $UTF | COHEN & STEERS INFRASTRUCTURE FUND INC | $593,506 | 0.1% | -28% | — |
| 102 |  $CSQ | CALAMOS STRATEGIC TOTAL RETURN FUND | $570,164 | 0.1% | NEW | — |
| 103 |  $SDGR | Schrodinger, Inc. | $519,220 | 0.1% | +54% | 31 |
| 104 | — | K2 CAP ACQUISITION CORP | $493,500 | 0.1% | NEW | — |
| 105 |  $OTF | Blue Owl Technology Finance Corp. | $492,044 | 0.1% | -12% | — |
| 106 | — | RF ACQUISITION CORP III | $489,000 | 0.1% | NEW | — |
| 107 |  $FSK | FS KKR Capital Corp | $468,270 | 0.1% | -36% | — |
| 108 |  $FSCO | FS Credit Opportunities Corp. | $464,085 | 0.1% | NEW | — |
| 109 | — | FIRST TR HIGH YIELD OPPRT 20 | $459,127 | 0.1% | +5% | — |
| 110 |  $MYN | BLACKROCK MUNIYIELD NEW YORK QUALITY FUND, INC. | $399,293 | 0.1% | NEW | — |
| 111 |  $GLV | Clough Global Dividend & Income Fund | $385,333 | 0.1% | +5% | — |
| 112 |  $OBDC | Blue Owl Capital Corp | $378,783 | 0.1% | NEW | — |
| 113 |  $BRW | Saba Capital Income & Opportunities Fund | $376,712 | 0.1% | +5% | — |
| 114 |  $LKSP | Lake Superior Acquisition Corp | $363,086 | 0.1% | NEW | — |
| 115 |  $MSDL | Morgan Stanley Direct Lending Fund | $362,751 | 0.1% | +73% | — |
| 116 |  $CGBD | Carlyle Secured Lending, Inc. | $359,740 | 0.1% | -71% | — |
| 117 |  $PFN | PIMCO Income Strategy Fund II | $332,567 | 0.1% | +5% | — |
| 118 |  $OCSL | Oaktree Specialty Lending Corp | $329,203 | 0.1% | -65% | — |
| 119 |  $DRDB | Roman DBDR Acquisition Corp. II | $314,100 | 0.1% | NEW | — |
| 120 |  $BIT | BlackRock Multi-Sector Income Trust | $290,138 | 0.1% | -45% | — |
| 121 | — | SPACSPHERE ACQUISITION CORP | $257,400 | 0.1% | NEW | — |
| 122 | — | ITHAX ACQUISITION CORP III | $246,926 | 0.1% | NEW | — |
| 123 |  $SPE | SPECIAL OPPORTUNITIES FUND, INC. | $223,022 | 0.0% | +9% | — |
| 124 |  $CWEN | Clearway Energy, Inc. | $206,661 | 0.0% | -79% | 64.2 |
| 125 |  $ARES | Ares Management Corp | $203,035 | 0.0% | -38% | 70.8 |
| 126 |  $LEGT | Legato Merger Corp. III | $198,875 | 0.0% | +0% | — |
| 127 |  $BTX | BlackRock Technology & Private Equity Term Trust | $196,073 | 0.0% | +5% | — |
| 128 |  $GRAF | Graf Global Corp. | $193,294 | 0.0% | +0% | — |
| 129 |  $PFO | Flaherty & Crumrine PREFERRED & INCOME OPPORTUNITY FUND INC | $190,229 | 0.0% | -70% | — |
| 130 |  $PSBD | Palmer Square Capital BDC Inc. | $187,858 | 0.0% | NEW | — |
| 131 | — | NUVEEN S&P 500 DYNAMIC OVERW | $182,899 | 0.0% | NEW | — |
| 132 |  $EIC | Eagle Point Income Co Inc. | $179,464 | 0.0% | +27% | — |
| 133 |  $MGF | ABERDEEN GOVERNMENT MARKETS INCOME FUND | $178,217 | 0.0% | NEW | — |
| 134 |  $GPAT | GP-Act III Acquisition Corp. | $173,624 | 0.0% | +0% | — |
| 135 |  $SOCA | Solarius Capital Acquisition Corp. | $154,940 | 0.0% | +0% | — |
| 136 | — | SUMA ACQUISITION CORP | $150,300 | 0.0% | NEW | — |
| 137 |  $NPAC | New Providence Acquisition Corp. III/Cayman | $149,796 | 0.0% | NEW | — |
| 138 | — | LEGATO MERGER CORP IV | $149,700 | 0.0% | NEW | — |
| 139 |  $BIXI | Bitcoin Infrastructure Acquisition Corp Ltd | $148,500 | 0.0% | +0% | — |
| 140 | — | ACTIVATE ENERGY ACQUISIT COR | $148,350 | 0.0% | NEW | — |
| 141 | — | LAFAYETTE DIGITAL ACQUISITIO | $147,900 | 0.0% | NEW | — |
| 142 | — | SC II ACQUISITION CORP | $147,504 | 0.0% | +0% | — |
| 143 | — | UNITED ACQUISITION CORP I | $147,000 | 0.0% | NEW | — |
| 144 |  $EVAC | EQV Ventures Acquisition Corp. II | $145,669 | 0.0% | +0% | — |
| 145 |  $IGAC | Invest Green Acquisition Corp | $141,824 | 0.0% | NEW | — |
| 146 | — | HALL CHADWICK ACQUISITION CO | $141,681 | 0.0% | +0% | — |
| 147 | — | GIGCAPITAL9 CORP | $115,460 | 0.0% | NEW | — |
| 148 | — | MOUNTAIN LAKE ACQUISIT CORP | $114,195 | 0.0% | NEW | — |
| 149 |  $JRS | NUVEEN REAL ESTATE INCOME FUND | $111,199 | 0.0% | +5% | — |
| 150 | — | FUTURE MONEY ACQUISITION COR | $99,800 | 0.0% | NEW | — |
| 151 | — | BHAV ACQUISITION CORP | $99,700 | 0.0% | NEW | — |
| 152 | — | X3 ACQUISITION CORP LTD | $99,400 | 0.0% | NEW | — |
| 153 | — | BLUE WTR ACQUISITION CORP IV | $99,200 | 0.0% | NEW | — |
| 154 |  $ASG | LIBERTY ALL STAR GROWTH FUND INC. | $67,887 | 0.0% | NEW | — |
| 155 |  $SWZ | Total Return Securities Fund | $63,742 | 0.0% | -30% | — |
| 156 | $LEGT | Legato Merger Corp. III | $5,013 | 0.0% | +0% | — |
| 157 |  $AFJK | Aimei Health Technology Co., Ltd. | $4,620 | 0.0% | +0% | — |
| 158 | — | A PARADISE ACQUISITION CORP | $4,518 | 0.0% | +0% | — |
| 159 | — | HALL CHADWICK ACQUISITION CO | $3,282 | 0.0% | +0% | — |
| 160 | — | SC II ACQUISITION CORP | $3,215 | 0.0% | +0% | — |
| 161 |  $ESHA | ESH Acquisition Corp. | $3,200 | 0.0% | +0% | — |
| 162 |  $SPEG | Silver Pegasus Acquisition Corp. | $2,600 | 0.0% | +0% | — |
| 163 | $IGAC | Invest Green Acquisition Corp | $2,426 | 0.0% | NEW | — |
| 164 |  $RDAC | Rising Dragon Acquisition Corp. | $1,900 | 0.0% | +0% | — |
| 165 | $GRAF | Graf Global Corp. | $1,299 | 0.0% | +0% | — |
| 166 | — | CN HEALTHY FOOD TECH GROUP C | $1,106 | 0.0% | +0% | — |
| 167 |  $KVAC | Keen Vision Acquisition Corp. | $314 | 0.0% | +0% | — |
New Positions (40)
$VLO VALERO ENERGY CORP/TX$8.9M$ATO ATMOS ENERGY CORP$6.2M$HD HOME DEPOT, INC.$6.0M$DVN DEVON ENERGY CORP/DE$5.5M$VIV TELEFONICA BRASIL S.A.$4.3M$BP BP PLC$3.9M$GOOGL Alphabet Inc.$1.3M$HYT BLACKROCK CORPORATE HIGH YIELD FUND, INC.$1.2M$PANW Palo Alto Networks Inc$816,830$VICR VICOR CORP$725,305$AVGO Broadcom Inc.$695,778 XFLH CAP CORP$690,900
$MPWR MONOLITHIC POWER SYSTEMS INC$668,037$GH Guardant Health, Inc.$609,273$CSQ CALAMOS STRATEGIC TOTAL RETURN FUND$570,164Exited Positions (112)
$C CITIGROUP INC
$NVO NOVO NORDISK A S
$NRG NRG ENERGY, INC.
$ACN Accenture plc
$CRH CRH PUBLIC LTD CO
$GPC GENUINE PARTS CO
$BABA Alibaba Group Holding Ltd
$SAN Banco Santander, S.A.
$SU SUNCOR ENERGY INC
$AMZN AMAZON COM INC
$FLNG Flex LNG Ltd.
$BCS BARCLAYS PLC
$BCX BlackRock Resources & Commodities Strategy Trust
$GOF GUGGENHEIM STRATEGIC OPPORTUNITIES FUND
$INSW International Seaways, Inc.Browse Top Institutional Investors
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