True Mark Investments, LLC Purchases in Q4 2025

True Mark Investments, LLC

  • $523 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
SPSB
Spdr Portfolio Short Term Corp

ETFs
489K
+ 2888.41%
$30.13 - $30.32 $14.7M - $14.8M
506K $15.3B
Brookfield Infrastructure CO
140K
New
N/A
140K $6.34B
UPS
United Parcel Service Inc

Industrials
45K
+ 277.91%
$82.87 - $97.4 $3.73M - $4.38M
61.1K $6.06B
Elevation Series Trust
184K
+ 104.51%
N/A
359K $8.55B
UNH
Unitedhealth Group Inc

Healthcare
10.5K
New
$320.52 - $369.92 $3.35M - $3.87M
10.5K $3.45B
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
63.9K
New
$50.55 - $50.74 $3.23M - $3.24M
63.9K $3.23B
NRG
Nrg Energy, Inc.

Utilities
15.9K
+ 49.23%
$160.42 - $178.5 $2.55M - $2.84M
48.3K $7.69B
TOTB.DE
Total Energies Se

Energy
34.4K
New
N/A
34.4K $2.25B
NOK
Nokia Corp

Technology
346K
New
$4.82 - $7.77 $1.67M - $2.69M
346K $2.24B
AIG
American International Group, Inc.

Financial Services
18.6K
+ 29.21%
$76.15 - $84.05 $1.41M - $1.56M
82.2K $7.03B
Unilever PLC
27.5K
New
N/A
27.5K $1.8B
BTI
British American Tobacco P.L.C.

Consumer Defensive
19K
+ 12.31%
$50.39 - $55.82 $956K - $1.06M
173K $9.8B
FLNG
Flex Lng Ltd.

Energy
62.2K
New
$24.35 - $26.94 $1.51M - $1.68M
62.2K $1.55B
MPLX
Mplx LP

Energy
15.6K
+ 7.68%
$47.8 - $53.21 $743K - $827K
218K $11.6B
GS
Goldman Sachs Group Inc

Financial Services
756
+ 7.68%
$744.6 - $838.97 $563K - $634K
10.6K $9.32B
JNJ
Johnson & Johnson

Healthcare
2.98K
+ 7.73%
$185.98 - $199.58 $555K - $595K
41.6K $8.6B
NEE
Nextera Energy Inc

Utilities
10.3K
+ 8.26%
$78.18 - $86.03 $806K - $887K
135K $10.8B
GOF
Guggenheim Strategic Opportunities Fund

Financial Services
110K
New
$12.83 - $15.07 $1.41M - $1.66M
110K $1.41B
INSW
International Seaways, Inc.

Energy
28.9K
New
$43.29 - $53.98 $1.25M - $1.56M
28.9K $1.4B
CMCL
Caledonia Mining Corp PLC

Basic Materials
47.5K
New
$26.5 - $38.13 $1.26M - $1.81M
47.5K $1.24B
Elevation Series Trust
31.2K
+ 13.51%
N/A
262K $9.98B
FTQI
First Trust ETF Vi First Trust

ETFs
57.1K
New
$20.45 - $21.07 $1.17M - $1.2M
57.1K $1.19B
PM
Philip Morris International Inc.

Consumer Defensive
8.17K
+ 10.58%
$144.33 - $160.86 $1.18M - $1.31M
85.4K $13.7B
CGBD
Carlyle Secured Lending, Inc.

Financial Services
93.7K
+ 517.48%
$11.73 - $12.93 $1.1M - $1.21M
112K $1.4B
Gsk PLC
13.2K
+ 14.96%
N/A
101K $4.96B
Elevation Series Trust
33.9K
+ 15.25%
N/A
256K $9.58B
PUTW
Wisdomtree Tr Cboe S&P 500 Put

ETFs
34.6K
New
N/A
34.6K $1.14B
TRGP
Targa Resources Corp.

Energy
6.16K
New
$146.3 - $173.23 $901K - $1.07M
6.16K $1.14B
FSK
Fs Kkr Capital Corp

Financial Services
71.7K
New
$14.16 - $15.65 $1.02M - $1.12M
71.7K $1.06B
ACN
Accenture PLC

Technology
1.93K
+ 7.78%
$234.02 - $253.35 $452K - $489K
26.8K $7.18B
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
59K
New
$16.88 - $17.5 $997K - $1.03M
59K $1.04B
ABBV
Abb Vie Inc.

Healthcare
4.88K
+ 17.36%
$211.96 - $244.38 $1.03M - $1.19M
33K $7.53B
DX
Dynex Capital Inc

Real Estate
72.2K
New
$12.48 - $13.73 $901K - $991K
72.2K $1.01B
THQ
Tekla Healthcare Opportunities Fund

Financial Services
52.3K
New
$17.4 - $18.29 $910K - $957K
52.3K $1B
IIPR
Innovative Industrial Properties Inc

Real Estate
20.7K
New
$48.43 - $56.64 $1M - $1.17M
20.7K $982M
NVO
Novo Nordisk A S

Healthcare
33.4K
+ 20.84%
$45.68 - $59.65 $1.53M - $1.99M
194K $9.86B
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
4.69K
New
$211.58 - $234.2 $992K - $1.1M
4.69K $928M
RIO
Rio Tinto PLC

Basic Materials
5.25K
+ 14.96%
$65.44 - $72.58 $344K - $381K
40.4K $3.23B
GSBD
Goldman Sachs Bdc, Inc.

Financial Services
97.2K
New
$9.54 - $10.13 $927K - $984K
97.2K $902M
DHT
Dht Holdings, Inc.

Energy
73K
New
$11.2 - $13.67 $817K - $997K
73K $891M
OVV
Ovintiv Inc.

Energy
22.7K
New
$35.97 - $40.53 $816K - $920K
22.7K $889M
IBN
Icici Bank LTD

Financial Services
29.8K
New
$29.87 - $32.94 $889K - $980K
29.8K $887M
DDS
Dillard'S, Inc.

Consumer Cyclical
1.44K
New
$579.32 - $664.06 $835K - $958K
1.44K $874M
UBS
Ubs Group Ag

Financial Services
10.7K
+ 14.98%
$37.56 - $41.1 $400K - $438K
81.8K $3.79B
CWEN
Clearway Energy, Inc.

Utilities
25.5K
New
$29.84 - $35.99 $761K - $918K
25.5K $849M
EFC
Ellington Financial Inc.

Real Estate
61.9K
New
$13.09 - $13.94 $810K - $863K
61.9K $840M
PDI
Pimco Dynamic Income Fund

Financial Services
47.4K
New
$18.04 - $19.91 $856K - $944K
47.4K $840M
DSU
Blackrock Debt Strategies Fund, Inc.

Financial Services
81.6K
New
$10.15 - $10.65 $828K - $869K
81.6K $830M
GBDC
Golub Capital Bdc, Inc.

Financial Services
61.1K
New
$13.33 - $14.31 $814K - $874K
61.1K $829M
Activity Summary
Buys All Purchases 190 New Holdings 109 Increased Positions 81 Sells All Sells 38 Reductions 38 Sold out 0 Options Calls 0 Puts 0
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