True Mark Investments, LLC Portfolio Holdings

True Mark Investments, LLC

  • $523 Billion
  • Q4 2025

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 $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$237B
$13.7 Billion 2.62% of portfolio
85,382
Q4 2025 Added 10.58%
$265B
$9.32 Billion 1.78% of portfolio
10,602
Q4 2025 Added 7.68%
$522B
$8.6 Billion 1.64% of portfolio
41,573
Q4 2025 Added 7.73%
$414B
$7.53 Billion 1.44% of portfolio
32,977
Q4 2025 Added 17.36%
$204B
$6.07 Billion 1.16% of portfolio
42,283
Q4 2025 Added 7.7%
$303B
$5.26 Billion 1.01% of portfolio
34,522
Q4 2025 Added 7.73%
$1.46T
$3.74 Billion 0.71% of portfolio
12,308
Q4 2025 Reduced 21.35%
$300B
$3.45 Billion 0.66% of portfolio
10,465
Q4 2025 New
$465B
$3.42 Billion 0.65% of portfolio
18,355
Q4 2025 Reduced 5.78%
$418B
$3 Billion 0.57% of portfolio
20,492
Q4 2025 Added 0.25%
$284B
$2.89 Billion 0.55% of portfolio
36,785
Q4 2025 Reduced 20.9%
$346B
$2.9 Billion 0.55% of portfolio
20,266
Q4 2025 Reduced 52.41%
$405B
$2.49 Billion 0.48% of portfolio
2,332
Q4 2025 Reduced 16.6%
$2.39T
$1.61 Billion 0.31% of portfolio
6,965
Q4 2025 Reduced 2.78%
$971B
$1.51 Billion 0.29% of portfolio
1,405
Q4 2025 Reduced 2.77%
$388B
$1.45 Billion 0.28% of portfolio
6,790
Q4 2025 Reduced 14.46%

Summary

  • Portfolio
  • No. of Stocks 240
  • Current Value $523 Billion
  • Prior Value $575 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 14, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 109 stocks
  • Additional Purchases 81 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 38 stocks
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