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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$8.36B
$630 Million 0.12% of portfolio
36,389
Q4 2025 New
$843M
$640 Million 0.12% of portfolio
29,662
Q4 2025 New
$156B
$574 Million 0.11% of portfolio
4,675
Q4 2025 New
$28.1B
$571 Million 0.11% of portfolio
12,279
Q4 2025 Reduced 89.87%
$0
$582 Million 0.11% of portfolio
41,678
Q4 2025 New
$3.65B
$555 Million 0.11% of portfolio
10,923
Q4 2025 New
$0
$579 Million 0.11% of portfolio
30,021
Q4 2025 New
$0
$525 Million 0.1% of portfolio
45,255
Q4 2025 New
$0
$524 Million 0.1% of portfolio
41,032
Q4 2025 New
$53.8B
$508 Million 0.1% of portfolio
2,474
Q4 2025 New
$1.09B
$531 Million 0.1% of portfolio
29,702
Q4 2025 Reduced 2.78%
$0
$548 Million 0.1% of portfolio
41,953
Q4 2025 Added 95.5%
$24.4B
$486 Million 0.09% of portfolio
3,004
Q4 2025 New
$28.7B
$481 Million 0.09% of portfolio
8,019
Q4 2025 New
$92B
$447 Million 0.09% of portfolio
3,246
Q4 2025 New
$539M
$462 Million 0.09% of portfolio
13,099
Q4 2025 New
$0
$453 Million 0.09% of portfolio
32,206
Q4 2025 Added 2.52%
$21B
$466 Million 0.09% of portfolio
17,716
Q4 2025 New
$1.15B
$415 Million 0.08% of portfolio
6,050
Q4 2025 New
$3.63B
$419 Million 0.08% of portfolio
12,563
Q4 2025 New
$371M
$403 Million 0.08% of portfolio
24,556
Q4 2025 New
$0
$409 Million 0.08% of portfolio
28,859
Q4 2025 New
$38.8B
$443 Million 0.08% of portfolio
13,099
Q4 2025 New
$0
$372 Million 0.07% of portfolio
53,036
Q4 2025 New
$0
$388 Million 0.07% of portfolio
79,784
Q4 2025 Added 3.72%
$0
$344 Million 0.07% of portfolio
45,820
Q4 2025 Added 3.71%
$3.45B
$341 Million 0.07% of portfolio
22,743
Q4 2025 Reduced 19.96%
$0
$392 Million 0.07% of portfolio
38,289
Q4 2025 Added 2.53%
$0
$370 Million 0.07% of portfolio
47,308
Q4 2025 New
$0
$385 Million 0.07% of portfolio
80,240
Q4 2025 New
$0
$369 Million 0.07% of portfolio
61,778
Q4 2025 Added 2.52%
$534M
$291 Million 0.06% of portfolio
14,552
Q4 2025 New
$236M
$315 Million 0.06% of portfolio
24,827
Q4 2025 New
$183B
$318 Million 0.06% of portfolio
973
Q4 2025 New
$12.2B
$338 Million 0.06% of portfolio
1,893
Q4 2025 New
$47.8B
$303 Million 0.06% of portfolio
4,851
Q4 2025 New
$893M
$276 Million 0.05% of portfolio
24,108
Q4 2025 New
$69.1B
$274 Million 0.05% of portfolio
2,749
Q4 2025 New
$17.2B
$263 Million 0.05% of portfolio
1,552
Q4 2025 New
$11.4B
$238 Million 0.05% of portfolio
706
Q4 2025 New
$1.58B
$273 Million 0.05% of portfolio
15,541
Q4 2025 Reduced 92.45%
$0
$282 Million 0.05% of portfolio
6,319
Q4 2025 New
$35B
$245 Million 0.05% of portfolio
14,502
Q4 2025 New
$11.6B
$261 Million 0.05% of portfolio
2,665
Q4 2025 New
$14.8B
$263 Million 0.05% of portfolio
6,077
Q4 2025 New
$1.45B
$286 Million 0.05% of portfolio
706
Q4 2025 New
$0
$185 Million 0.04% of portfolio
12,137
Q4 2025 New
$101B
$225 Million 0.04% of portfolio
1,567
Q4 2025 New
$2.41B
$229 Million 0.04% of portfolio
21,036
Q4 2025 New

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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