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TrueMark Investments, LLC

Q2 2026 13F filing

Updated 50 days ago

187 disclosed positions worth $798.2M

Portfolio value
$798.2M
Total holdings
187
New positions
51
Closed positions
31
Increased
90
Decreased
37
Turnover
43.9%
Filed
2026-07-22

Full holdings

Every line item disclosed in Q2 2026

?
1.N/A

ELEVATION SERIES TRUST

+149.6%
Value
$29.1M
Shares
793.0K
% Port
3.64%
?
2.N/A

ELEVATION SERIES TRUST

+240.4%
Value
$28.4M
Shares
785.1K
% Port
3.55%
?
3.N/A

ELEVATION SERIES TRUST

+166.3%
Value
$27.5M
Shares
584.7K
% Port
3.45%
?
4.N/A

ELEVATION SERIES TRUST

+138.4%
Value
$26.7M
Shares
661.6K
% Port
3.35%
?
5.N/A

ELEVATION SERIES TRUST

+199.2%
Value
$25.9M
Shares
648.8K
% Port
3.24%
?
6.N/A

ELEVATION SERIES TRUST

+162.2%
Value
$25.1M
Shares
713.2K
% Port
3.15%
?
7.N/A

ELEVATION SERIES TRUST

+107.5%
Value
$25.1M
Shares
579.7K
% Port
3.14%
?
8.N/A

ELEVATION SERIES TRUST

+124.8%
Value
$24.3M
Shares
592.7K
% Port
3.04%
?
9.N/A

ELEVATION SERIES TRUST

+87.1%
Value
$23.4M
Shares
512.7K
% Port
2.94%
?
10.N/A

ELEVATION SERIES TRUST

+117.2%
Value
$22.6M
Shares
497.7K
% Port
2.83%
?
11.N/A

ELEVATION SERIES TRUST

+117.5%
Value
$21.8M
Shares
480.5K
% Port
2.73%
?
12.N/A

ELEVATION SERIES TRUST

+128.9%
Value
$21M
Shares
462.2K
% Port
2.63%
?
13.N/A

ELEVATION SERIES TRUST

+132.3%
Value
$20.6M
Shares
864.1K
% Port
2.58%
U
14.UNH

UNITEDHEALTH GROUP INC

+104.1%
Value
$16M
Shares
38.5K
% Port
2.00%
B

BRITISH AMERN TOB PLC

+14.8%
Value
$15.9M
Shares
258.1K
% Port
2.00%
P
16.PM

PHILIP MORRIS INTL INC

+0.8%
Value
$15.5M
Shares
85.7K
% Port
1.94%
?
17.N/A

ELEVATION SERIES TRUST

+86.9%
Value
$15.4M
Shares
639.3K
% Port
1.93%
S

SPDR SERIES TRUST

-10.4%
Value
$15M
Shares
500.4K
% Port
1.88%
M

MPLX LP

+14.9%
Value
$15M
Shares
266.4K
% Port
1.88%
V
20.VZ

VERIZON COMMUNICATIONS INC

+14.9%
Value
$14M
Shares
330.2K
% Port
1.75%
N

NEXTERA ENERGY INC

+16.4%
Value
$13M
Shares
148.3K
% Port
1.63%
J
22.JNJ

JOHNSON & JOHNSON

+14.9%
Value
$12.9M
Shares
50.8K
% Port
1.62%
U
23.UPS

UNITED PARCEL SVCS INC

+15.0%
Value
$12.4M
Shares
114.9K
% Port
1.55%
C
24.CVX

CHEVRON CORPORATION

-16.3%
Value
$10.7M
Shares
64.6K
% Port
1.34%
H
25.HD

HOME DEPOT INC

+59.6%
Value
$10.3M
Shares
29.2K
% Port
1.29%
A
26.AEP

AMERICAN ELEC PWR CO INC

+17.7%
Value
$10.2M
Shares
74.8K
% Port
1.28%
A
27.ABBV

ABBVIE INC

+15.0%
Value
$9.3M
Shares
37.0K
% Port
1.17%
H
28.HSY

HERSHEY CO

+15.1%
Value
$8.6M
Shares
49.1K
% Port
1.08%
E

ENBRIDGE INC

+15.0%
Value
$8.6M
Shares
158.0K
% Port
1.07%
C
30.CME

CME GROUP INC

+14.9%
Value
$8.4M
Shares
38.0K
% Port
1.05%
R
31.RTX

RTX CORPORATION

Value
$8.2M
Shares
43.2K
% Port
1.03%
C
32.CI

THE CIGNA GROUP

+14.7%
Value
$8.2M
Shares
29.7K
% Port
1.02%
G

GOLDMAN SACHS GROUP INC

+61.9%
Value
$7.6M
Shares
7.5K
% Port
0.95%
A
34.AIG

AMERICAN INTL GROUP INC

+15.0%
Value
$7.5M
Shares
100.5K
% Port
0.94%
P
35.PEP

PEPSICO INC

+14.9%
Value
$6.8M
Shares
50.1K
% Port
0.85%
A
36.ATO

ATMOS ENERGY CORP

+15.1%
Value
$6.6M
Shares
38.4K
% Port
0.83%
B
37.BIPC

BROOKFIELD INFRASTRUCTURE CO

+15.0%
Value
$6.6M
Shares
170.8K
% Port
0.82%
U
38.UNP

UNION PAC CORP

Value
$6.4M
Shares
23.6K
% Port
0.80%
T

TAIWAN SEMICONDUCTOR MANUFAC

-6.0%
Value
$6.3M
Shares
13.2K
% Port
0.79%
M
40.MO

ALTRIA GROUP INC

+14.9%
Value
$6.3M
Shares
87.4K
% Port
0.79%
A

ASML HLDG NV

+14.7%
Value
$6.1M
Shares
3.1K
% Port
0.76%
G

GSK PLC

-5.6%
Value
$5.7M
Shares
108.9K
% Port
0.72%
S

SANOFI SA

Value
$5.4M
Shares
125.9K
% Port
0.67%
A
44.ABT

ABBOTT LABORATORIES

Value
$5.2M
Shares
57.5K
% Port
0.65%
?
45.N/A

PETROLEO BRASILEIRO S A

-3.5%
Value
$5.2M
Shares
320.9K
% Port
0.65%
R

RIO TINTO PLC

+14.5%
Value
$5M
Shares
52.7K
% Port
0.63%
T
47.TTE

TOTALENERGIES SE

+14.5%
Value
$4.9M
Shares
63.6K
% Port
0.62%
S

SHREYA ACQUISITION GROUP

Value
$4.9M
Shares
497.4K
% Port
0.62%
T
49.TXN

TEXAS INSTRS INC

Value
$4.9M
Shares
16.5K
% Port
0.62%
P
50.PG

PROCTER & GAMBLE CO

+15.0%
Value
$4.9M
Shares
33.5K
% Port
0.61%