True Mark Investments, LLC Purchases in Q4 2025

True Mark Investments, LLC

  • $523 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
XYLD
Global X Fds S&P 500 Covered C

ETFs
8.31K
New
$38.94 - $40.08 $324K - $333K
8.31K $338M
SEIX
Virtus ETF Tr Ii Seix Sr Ln Et

ETFs
13.7K
New
$23.4 - $23.6 $320K - $323K
13.7K $320M
AMGN
Amgen Inc

Healthcare
973
New
$290.13 - $341.71 $282K - $332K
973 $318M
SCM
Stellus Capital Investment Corp

Financial Services
24.8K
New
$11.64 - $13.1 $289K - $325K
24.8K $315M
America Movil Sab De Cv
16.7K
+ 14.95%
N/A
129K $2.66B
KR
Kroger CO

Consumer Defensive
4.85K
New
$63.15 - $69.15 $306K - $335K
4.85K $303M
DGICA
Donegal Group Inc

Financial Services
14.6K
New
$18.38 - $19.98 $267K - $291K
14.6K $291M
WINA
Winmark Corp

Consumer Cyclical
706
New
$392.72 - $517.89 $277K - $366K
706 $286M
CVX
Chevron Corp

Energy
2.48K
+ 7.73%
$148.9 - $157.72 $369K - $391K
34.5K $5.26B
EMO
Clear Bridge Energy Midstream Opportunity Fund Inc.

Financial Services
6.32K
New
$41.93 - $44.81 $265K - $283K
6.32K $282M
GBIL
Goldman Sachs Access Treasury

ETFs
2.76K
New
$99.91 - $100.24 $275K - $276K
2.76K $275M
NEM
Newmont Corp

Basic Materials
2.75K
New
$78.63 - $98.27 $216K - $270K
2.75K $274M
RYLD
Global X Fds Russell 2000 Cove

ETFs
17.7K
New
$14.94 - $15.49 $265K - $274K
17.7K $271M
LYB
Lyondell Basell Industries N.V.

Basic Materials
6.08K
New
$42.38 - $49.47 $258K - $301K
6.08K $263M
STLD
Steel Dynamics Inc

Basic Materials
1.55K
New
N/A
1.55K $263M
SJM
J M Smucker CO

Consumer Defensive
2.67K
New
$101.21 - $110.3 $270K - $294K
2.67K $261M
BIT
Black Rock Multi Sector Income Trust

Financial Services
20.5K
+ 95.5%
$13.05 - $13.44 $267K - $275K
42K $548M
NVS
Novartis Ag

Healthcare
1.28K
+ 14.96%
$121.8 - $132.39 $155K - $169K
9.8K $1.35B
HSY
Hershey CO

Consumer Defensive
2.18K
+ 7.72%
$162.31 - $195.56 $354K - $427K
30.5K $5.54B
CVE
Cenovus Energy Inc.

Energy
14.5K
New
$16.57 - $18.27 $240K - $265K
14.5K $245M
OMAB
Central North Airport Group

Industrials
1.73K
+ 15.04%
$98.62 - $107.01 $171K - $186K
13.3K $1.44B
PBR
Petrobras Petroleo Brasileiro Sa

Energy
37.9K
+ 14.95%
$11.56 - $13.47 $439K - $511K
292K $3.46B
WSO
Watsco Inc

Industrials
706
New
$343.12 - $414.9 $242K - $293K
706 $238M
D
Dominion Energy, Inc

Utilities
9.47K
+ 7.68%
$58.49 - $61.69 $554K - $584K
133K $7.78B
ERIE
Erie Indemnity CO

Financial Services
816
New
$277.63 - $329.97 $227K - $269K
816 $234M
Armour Residential Reit Inc
13.1K
New
N/A
13.1K $232M
FLO
Flowers Foods Inc

Consumer Defensive
21K
New
$11.37 - $13.16 $239K - $277K
21K $229M
SCCO
Southern Copper Corp

Basic Materials
1.57K
New
$122.64 - $141.68 $192K - $222K
1.57K $225M
TIMB
Tim S.A.

Communication Services
11.4K
New
$20.54 - $23.77 $234K - $271K
11.4K $222M
Blackrock Income Tr Inc
20K
New
N/A
20K $221M
HTGC
Hercules Capital, Inc.

Financial Services
11.7K
New
$16.7 - $18.75 $196K - $220K
11.7K $221M
YYY
Amplify ETF Tr High Income ETF

ETFs
19K
New
$11.53 - $11.91 $219K - $226K
19K $219M
WMK
Weis Markets Inc

Consumer Defensive
3.25K
New
$63.34 - $72.98 $206K - $237K
3.25K $208M
KMI
Kinder Morgan, Inc.

Energy
12.4K
+ 7.64%
$25.84 - $28.46 $320K - $352K
175K $4.8B
ENB
Enbridge Inc

Energy
14.8K
+ 7.73%
$46.39 - $50.07 $688K - $742K
207K $9.88B
SPTS
Spdr Portfolio Short Term Trea

ETFs
6.98K
New
$29.23 - $29.39 $204K - $205K
6.98K $204M
BHK
Blackrock Core Bond Trust

Financial Services
19.5K
New
$9.56 - $10.11 $186K - $197K
19.5K $187M
BIGZ
Black Rock Innovation & Growth Trust
28.2K
New
N/A
28.2K $186M
DIAX
Nuveen Dow 30sm Dynamic Overwrite Fund

Financial Services
12.1K
New
$14.46 - $15.03 $176K - $182K
12.1K $185M
EIC
Eagle Point Income CO Inc.

N/A
15K
New
$11.71 - $13.37 $176K - $201K
15K $171M
NMFC
New Mountain Finance Corp

Financial Services
18.6K
New
$8.93 - $9.73 $166K - $181K
18.6K $171M
KYN
Kayne Anderson Energy Infrastructure Fund, Inc.

Financial Services
13.4K
+ 30.2%
$11.32 - $12.35 $152K - $166K
57.9K $717M
CI
Cigna Corp

Healthcare
1.55K
+ 7.77%
$244.41 - $311.0 $378K - $481K
21.4K $5.9B
Solarius Capital Acqu Corp
15.2K
New
N/A
15.2K $153M
PMT
Penny Mac Mortgage Investment Trust

Real Estate
12K
New
$11.65 - $12.68 $140K - $152K
12K $151M
Activate Energy Acquisition
15K
New
N/A
15K $150M
Bitcoin Infrastructure Acqui
15K
New
N/A
15K $149M
Sc Ii Acquisition Corp
14.8K
New
N/A
14.8K $149M
Great Elm Cap Corp
21K
New
N/A
21K $148M
Activity Summary
Buys All Purchases 190 New Holdings 109 Increased Positions 81 Sells All Sells 38 Reductions 38 Sold out 0 Options Calls 0 Puts 0
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