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 Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

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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