True Mark Investments, LLC Portfolio Holdings

True Mark Investments, LLC

  • $463 Billion
  • Q2 2025

True Mark Investments, LLC has filed its 13F form on July 29, 2025 for Q2 2025 where it was disclosed a total value porftolio of $463 Billion distributed in 139 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Verizon Communications Inc with a value of $14.8B, British American Tobacco P.L.C. with a value of $14.4B, Philip Morris International Inc. with a value of $13.3B, At&T Inc. with a value of $13B, and Abb Vie Inc. with a value of $9.72B.

Examining the 13F form we can see an increase of $81B in the current position value, from $382B to 463B.

True Mark Investments, LLC is based out at Chicago, IL

Below you can find more details about True Mark Investments, LLC portfolio as well as his latest detailed transactions.

Portfolio value $463 Billion
Consumer Defensive: $85.8 Billion
Healthcare: $47 Billion
Financial Services: $43.9 Billion
Technology: $41.8 Billion
Energy: $34.9 Billion
Communication Services: $32.1 Billion
Utilities: $28 Billion
Industrials: $26.7 Billion
Other: $58.1 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$182B
$14.8 Billion 3.2% of portfolio
341,672
Q2 2025 Added 2.58%
$130B
$14.4 Billion 3.11% of portfolio
304,473
Q2 2025 Added 6.7%
$261B
$13.3 Billion 2.87% of portfolio
72,909
Q2 2025 Added 10.32%
$203B
$13 Billion 2.82% of portfolio
450,645
Q2 2025 Added 2.44%
$351B
$9.72 Billion 2.1% of portfolio
52,380
Q2 2025 Added 4.27%
$245B
$9.21 Billion 1.99% of portfolio
29,515
Q2 2025 Added 127.95%
$95.8B
$8.09 Billion 1.75% of portfolio
178,424
Q2 2025 Reduced 13.2%
$185B
$8.07 Billion 1.74% of portfolio
94,775
Q2 2025 Added 21.03%
$50.2B
$7.76 Billion 1.68% of portfolio
150,684
Q2 2025 Added 8.84%
-
$7.53 Billion 1.63% of portfolio
-
Q2 2025 Added 170.55%
$99.2B
$7.42 Billion 1.6% of portfolio
26,909
Q2 2025 Added 3.83%
$141B
$7.07 Billion 1.53% of portfolio
101,893
Q2 2025 Added 8.87%
$254B
$6.48 Billion 1.4% of portfolio
9,162
Q2 2025 Added 8.76%
$306B
$5.67 Billion 1.22% of portfolio
80,076
Q2 2025 Added 8.82%
$689M
$5.32 Billion 1.15% of portfolio
132,149
Q2 2025 New
$57.5B
$5.29 Billion 1.14% of portfolio
50,975
Q2 2025 Added 8.58%
$14.1B
$5.06 Billion 1.09% of portfolio
62,694
Q2 2025 New
$4.08B
$5.04 Billion 1.09% of portfolio
59,271
Q2 2025 Reduced 10.91%
$29.2B
$5.06 Billion 1.09% of portfolio
97,759
Q2 2025 Added 10.25%
$86B
$5.04 Billion 1.09% of portfolio
73,063
Q2 2025 New
$959M
$5.04 Billion 1.09% of portfolio
45,160
Q2 2025 New
$25.1B
$4.99 Billion 1.08% of portfolio
22,874
Q2 2025 New
$12.3B
$5 Billion 1.08% of portfolio
122,546
Q2 2025 New
$1.33B
$4.94 Billion 1.07% of portfolio
84,899
Q2 2025 Reduced 12.66%
$9.62B
$4.91 Billion 1.06% of portfolio
160,242
Q2 2025 Added 18.66%
$64.2B
$4.88 Billion 1.06% of portfolio
17,319
Q2 2025 Added 8.75%
$99B
$4.9 Billion 1.06% of portfolio
105,903
Q2 2025 New
$684B
$4.87 Billion 1.05% of portfolio
22,288
Q2 2025 Added 10.94%
$27.4B
$4.85 Billion 1.05% of portfolio
29,802
Q2 2025 New
$51B
$4.88 Billion 1.05% of portfolio
86,280
Q2 2025 Added 7.31%
$202B
$4.82 Billion 1.04% of portfolio
36,523
Q2 2025 Added 6.28%
$69.2B
$4.81 Billion 1.04% of portfolio
40,224
Q2 2025 New
$36.8B
$4.79 Billion 1.03% of portfolio
29,803
Q2 2025 Reduced 48.0%
$452B
$4.77 Billion 1.03% of portfolio
31,242
Q2 2025 Reduced 18.94%
$21.3B
$4.52 Billion 0.98% of portfolio
87,654
Q2 2025 New
$59.7B
$4.43 Billion 0.96% of portfolio
150,832
Q2 2025 Added 8.85%
$86.2B
$4.4 Billion 0.95% of portfolio
15,083
Q2 2025 New
$25.9B
$4.36 Billion 0.94% of portfolio
26,303
Q2 2025 Added 8.82%
$23.9B
$4.3 Billion 0.93% of portfolio
-
Q2 2025 Added 8.78%
$302B
$4.27 Billion 0.92% of portfolio
29,802
Q2 2025 Added 8.83%
$57.3B
$4.15 Billion 0.9% of portfolio
21,180
Q2 2025 Reduced 3.7%
$93.6B
$4.14 Billion 0.89% of portfolio
8,129
Q2 2025 Reduced 3.7%
$293B
$3.77 Billion 0.81% of portfolio
54,318
Q2 2025 New
$456B
$3.58 Billion 0.77% of portfolio
22,646
Q2 2025 Reduced 3.7%
$141B
$3.45 Billion 0.75% of portfolio
96,617
Q2 2025 New
$259B
$3.27 Billion 0.71% of portfolio
53,870
Q2 2025 Added 18.28%
$15.7B
$3.29 Billion 0.71% of portfolio
108,807
Q2 2025 New
$19B
$3.17 Billion 0.69% of portfolio
26,147
Q2 2025 Added 8.73%
$1.27T
$3.09 Billion 0.67% of portfolio
13,626
Q2 2025 Added 18.38%

Summary

  • Portfolio
  • No. of Stocks 139
  • Current Value $463 Billion
  • Prior Value $382 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 29, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 51 stocks
  • Additional Purchases 61 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 27 stocks
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