TrueMark Investments, LLC - Portfolio Stock Holdings

TrueMark Investments, LLC disclosed 280 stock positions in a recent SEC 13F filing. $512,808,759 of stock holdings were filed, with the largest holdings including SPSB, CVX, and VZ. This filing represented positions held on March 31, 2026, and was filed on April 20, 2026.

We estimate the fund has a total AUM of $1,419,410,000 and has 6 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from investment companies.