True Mark Investments, LLC Incresed Positions in Q4 2025

True Mark Investments, LLC

  • $523 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
SPSB
Spdr Portfolio Short Term Corp

ETFs
489K
+ 2888.41%
$30.13 - $30.32 $14.7M - $14.8M
506K $15.3B
UPS
United Parcel Service Inc

Industrials
45K
+ 277.91%
$82.87 - $97.4 $3.73M - $4.38M
61.1K $6.06B
Elevation Series Trust
184K
+ 104.51%
N/A
359K $8.55B
NRG
Nrg Energy, Inc.

Utilities
15.9K
+ 49.23%
$160.42 - $178.5 $2.55M - $2.84M
48.3K $7.69B
AIG
American International Group, Inc.

Financial Services
18.6K
+ 29.21%
$76.15 - $84.05 $1.41M - $1.56M
82.2K $7.03B
Elevation Series Trust
59.2K
+ 24.4%
N/A
302K $10.1B
BTI
British American Tobacco P.L.C.

Consumer Defensive
19K
+ 12.31%
$50.39 - $55.82 $956K - $1.06M
173K $9.8B
MPLX
Mplx LP

Energy
15.6K
+ 7.68%
$47.8 - $53.21 $743K - $827K
218K $11.6B
GS
Goldman Sachs Group Inc

Financial Services
756
+ 7.68%
$744.6 - $838.97 $563K - $634K
10.6K $9.32B
JNJ
Johnson & Johnson

Healthcare
2.98K
+ 7.73%
$185.98 - $199.58 $555K - $595K
41.6K $8.6B
Elevation Series Trust
31.2K
+ 13.51%
N/A
262K $9.98B
PM
Philip Morris International Inc.

Consumer Defensive
8.17K
+ 10.58%
$144.33 - $160.86 $1.18M - $1.31M
85.4K $13.7B
CGBD
Carlyle Secured Lending, Inc.

Financial Services
93.7K
+ 517.48%
$11.73 - $12.93 $1.1M - $1.21M
112K $1.4B
Gsk PLC
13.2K
+ 14.96%
N/A
101K $4.96B
Elevation Series Trust
33.9K
+ 15.25%
N/A
256K $9.58B
ACN
Accenture PLC

Technology
1.93K
+ 7.78%
$234.02 - $253.35 $452K - $489K
26.8K $7.18B
ABBV
Abb Vie Inc.

Healthcare
4.88K
+ 17.36%
$211.96 - $244.38 $1.03M - $1.19M
33K $7.53B
NVO
Novo Nordisk A S

Healthcare
33.4K
+ 20.84%
$45.68 - $59.65 $1.53M - $1.99M
194K $9.86B
RIO
Rio Tinto PLC

Basic Materials
5.25K
+ 14.96%
$65.44 - $72.58 $344K - $381K
40.4K $3.23B
UBS
Ubs Group Ag

Financial Services
10.7K
+ 14.98%
$37.56 - $41.1 $400K - $438K
81.8K $3.79B
Oaktree Specialty Lending CO
61.9K
+ 288.15%
N/A
83.3K $1.06B
AEP
American Electric Power CO Inc

Utilities
5.2K
+ 9.51%
$112.75 - $122.73 $587K - $639K
59.9K $6.91B
CRH.L
Crh PLC

Basic Materials
3.91K
+ 7.76%
N/A
54.3K $6.77B
CME
Cme Group Inc.

Financial Services
2.23K
+ 7.7%
$261.53 - $285.04 $582K - $634K
31.1K $8.51B
USA
Liberty All Star Equity Fund

Financial Services
105K
+ 736.44%
$6.07 - $6.47 $636K - $678K
119K $747M
SAN
Banco Santander, S.A.

Financial Services
32.2K
+ 14.96%
$9.65 - $11.03 $311K - $356K
248K $2.91B
Elevation Series Trust
22.4K
+ 8.95%
N/A
273K $9.37B
KOF
Coca Cola Femsa Sab De Cv

Consumer Defensive
2.81K
+ 11.04%
$80.72 - $91.01 $227K - $256K
28.3K $2.68B
PEP
Pepsico Inc

Consumer Defensive
3.02K
+ 7.7%
$138.84 - $153.71 $420K - $465K
42.3K $6.07B
Elevation Series Trust
15.2K
+ 5.81%
N/A
277K $9.05B
BCS
Barclays PLC

Financial Services
7.7K
+ 14.95%
$19.36 - $22.51 $149K - $173K
59.2K $1.51B
BMEZ
Black Rock Health Sciences Trust Ii

ETFs
23.3K
+ 91.93%
$14.55 - $15.23 $338K - $354K
48.6K $731M
SU
Suncor Energy Inc

Energy
5.56K
+ 14.91%
$38.17 - $44.36 $212K - $247K
42.8K $1.9B
America Movil Sab De Cv
16.7K
+ 14.95%
N/A
129K $2.66B
CVX
Chevron Corp

Energy
2.48K
+ 7.73%
$148.9 - $157.72 $369K - $391K
34.5K $5.26B
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
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
D
Dominion Energy, Inc

Utilities
9.47K
+ 7.68%
$58.49 - $61.69 $554K - $584K
133K $7.78B
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
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
BCX
Black Rock Resources & Commodities Strategy Trust

Financial Services
3.19K
+ 2.52%
$9.69 - $10.33 $30.9K - $33K
130K $1.42B
Elevation Series Trust
6.67K
+ 3.6%
N/A
192K $8.17B
Elevation Series Trust
6.3K
+ 2.65%
N/A
243K $9.16B
MO
Altria Group, Inc.

Consumer Defensive
11.2K
+ 16.91%
$56.38 - $66.65 $633K - $749K
77.7K $4.48B
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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