True Mark Investments, LLC has filed its 13F form on January 14, 2026 for Q4 2025 where it was disclosed a total value porftolio of $523 Billion distributed in 240 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio Short Term Corp with a value of $15.3B, Philip Morris International Inc. with a value of $13.7B, Mplx LP with a value of $11.6B, Verizon Communications Inc with a value of $11B, and Nextera Energy Inc with a value of $10.8B.
Examining the 13F form we can see an decrease of $51.9B in the current position value, from $575B to 523B.
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
$523 Billion
Financial Services: $78.8 Billion
Consumer Defensive: $47.8 Billion
Energy: $47.2 Billion
Healthcare: $41.6 Billion
Technology: $38.1 Billion
Utilities: $34.5 Billion
ETFs: $28.9 Billion
Consumer Cyclical: $16.9 Billion
Other: $38.6 Billion
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
