Fund HoldingsTrueMark Investments, LLC

Total Portfolio Value
$108.98M
Total Bought
$26.14M
Total Sold
$18.16M
Net Transaction
+$7.98M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
NVIDIA CORPORATION(NVDA)5,3286,043+7152,6395,4605.01%+2,822
ORACLE CORP(ORCL)020,101+20,10102,5252.32%+2,525
CITIGROUP INC(C)28,75460,742+31,9881,4793,8413.52%+2,362
BLUE OWL CAPITAL INC(OBDC)86,391188,668+102,2771,2873,5583.26%+2,271
HERSHEY CO(HSY)011,401+11,40102,2172.03%+2,217
TAIWAN SEMICONDUCTOR MFG LTD(TSM)016,250+16,25002,2112.03%+2,211
BROADCOM INC(AVGO)2,0222,815+7932,2573,7313.42%+1,474
PEPSICO INC(PEP)07,095+7,09501,2421.14%+1,242
ALBERTSONS COS INC053,502+53,50201,1471.05%+1,147
QUALCOMM INC(QCOM)16,06420,024+3,9602,3233,3903.11%+1,067
CROWDSTRIKE HLDGS INC(CRWD)9,45310,727+1,2742,4143,4393.16%+1,025
ADVANCED MICRO DEVICES INC(AMD)13,63215,478+1,8462,0092,7942.56%+784
SAMSARA INC(IOT)74,15684,192+10,0362,4753,1822.92%+706
CRH PLC
ORD
28,06127,557-5041,9412,3772.18%+436
OKTA INC(OKTA)14,62116,597+1,9761,3241,7361.59%+413
AMAZON COM INC(AMZN)7,5608,574+1,0141,1491,5471.42%+398
SERVICENOW INC(NOW)2,1512,437+2861,5201,8581.70%+338
KROGER CO(KR)27,20526,630-5751,2441,5211.40%+278
EXXON MOBIL CORP24,79023,702-1,0882,4792,7552.53%+277
DATADOG INC(DDOG)14,11516,026+1,9111,7131,9811.82%+268
STRUCTURE THERAPEUTICS INC26,32229,884+3,5621,0731,2811.18%+208
AI TRANSN ACQUISITION CORP019,934+19,93402050.19%+205
LEGATO MERGER CORP III020,052+20,05202030.19%+203
BLACK HAWK ACQUISITION CORP019,756+19,75602010.18%+201
GENUINE PARTS CO(GPC)11,56311,355-2081,6011,7591.61%+158
AIMEI HEALTH TECHNOLOGY CO L
SHS
014,391+14,39101470.14%+147
JVSPAC ACQUISITION CORP014,218+14,21801460.13%+146
COLOMBIER ACQUISITION CORP I012,813+12,81301320.12%+132
NEXTERA ENERGY INC(NEE)47,63847,269-3692,8943,0212.77%+127
IRON HORSE ACQUISITIONS CORP012,150+12,15001210.11%+121
AMERICAN ELEC PWR CO INC35,21134,583-6282,8602,9782.73%+118
CHEVRON CORP NEW(CVX)15,52015,218-3022,3152,4002.20%+86
MEDTRONIC PLC(MDT)20,70620,334-3721,7061,7721.63%+66
UIPATH INC(PATH)53,95361,259+7,3061,3401,3891.27%+49
KINDER MORGAN INC DEL(KMI)103,849101,993-1,8561,8321,8711.72%+39
BRITISH AMERN TOB PLC(BTI)98,32595,508-2,8172,8802,9132.67%+33
ELASTIC N V
ORD SHS
17,84620,251+2,4052,0112,0301.86%+19
VERIZON COMMUNICATIONS INC(VZ)82,95574,968-7,9873,1273,1462.89%+18
BUKIT JALIL GBL ACQUISITION019,934+19,934050.00%+5
AI TRANSN ACQUISITION CORP019,934+19,934040.00%+4
AIMEI HEALTH TECHNOLOGY CO L
RIGHT 11/17/2028
014,391+14,391030.00%+3
IRON HORSE ACQUISITIONS CORP012,150+12,150030.00%+3
GLOBAL LIGHTS ACQUISITION CO24,00020,802-3,198460.01%+2
GOLDEN STAR ACQUISITION CORP28,08524,341-3,744560.01%+1
IRON HORSE ACQUISITIONS CORP012,150+12,150000.00%0
OAK WOODS ACQUISITION CORP019,934+19,934000.00%0
INFLECTION PT ACQUISITN CRP11,68710,130-1,557120.00%0
99 ACQUISITION GROUP INC25,00021,667-3,333010.00%0
OAK WOODS ACQUISITION CORP23,00019,934-3,066440.00%0
99 ACQUISITION GROUP INC25,00021,667-3,333440.00%0
ARES ACQUISITION CORP II11,63610,085-1,551220.00%0
KEEN VISION ACQUISITION CORP12,00010,401-1,599010.00%0
FOUR LEAF ACQUISITION CORP23,00019,934-3,066110.00%-0
DISTOKEN ACQUISITION CORP10,2380-10,23800-0
OAK WOODS ACQUISITION CORP23,0000-23,00010-1
BUKIT JALIL GBL ACQUISITION11,5000-11,50010-1
TMT ACQUISITION CORP23,00019,934-3,066540.00%-1
PONO CAP THREE INC10,9890-10,98910-1
ESH ACQUISITION CORP23,00019,934-3,066320.00%-1
TRAILBLAZER MERGER CORP I22,02219,088-2,934310.00%-1
SPARK I ACQUISITION CORP11,5000-11,50010-1
DISTOKEN ACQUISITION CORP10,2380-10,23810-1
MARS ACQUISITION CORP10,8400-10,84020-2
BUKIT JALIL GBL ACQUISITION23,0000-23,00030-3
JOHNSON & JOHNSON(JNJ)9,3039,139-1641,4581,4461.33%-12
KEEN VISION ACQUISITION CORP12,00010,401-1,5991241090.10%-15
MORGAN STANLEY(MS)21,08320,710-3731,9661,9501.79%-16
ZSCALER INC(ZS)8,2579,375+1,1181,8291,8061.66%-24
ESH ACQUISITION CORP21,02018,218-2,8022151890.17%-26
NEWBURY STREET ACQUISITN COR21,04318,238-2,8052231970.18%-26
TMT ACQUISITION CORP21,08018,272-2,8082221950.18%-26
OAK WOODS ACQUISITION CORP21,07018,262-2,8082221960.18%-27
ARES ACQUISITION CORP II21,31218,471-2,8412221950.18%-27
FOUR LEAF ACQUISITION CORP23,00019,934-3,0662422150.20%-27
TRAILBLAZER MERGER CORP I22,02219,088-2,9342302030.19%-27
SPARK I ACQUISITION CORP23,00019,934-3,0662332050.19%-29
QUETTA ACQUISITION CORP23,00019,934-3,0662322030.19%-29
INFLECTION PT ACQUISITN CRP23,37420,260-3,1142412120.19%-29
GLOBAL LIGHTS ACQUISITION CO24,00020,802-3,1982422120.19%-30
BUKIT JALIL GBL ACQUISITION23,00019,934-3,0662402090.19%-30
GOLDEN STAR ACQUISITION CORP26,13522,652-3,4832722410.22%-31
ABCELLERA BIOLOGICS INC(ABCL)96,853109,957+13,1045534980.46%-55
ROBLOX CORP(RBLX)28,72632,613+3,8871,3131,2451.14%-68
SENTINELONE INC(S)70,17979,682+9,5031,9261,8571.70%-68
PRIME MEDICINE INC75,03085,183+10,1536655960.55%-68
PFIZER INC(PFE)45,09844,282-8161,2981,2291.13%-70
RELAY THERAPEUTICS INC(RLAY)47,95854,445+6,4875284520.41%-76
PONO CAP THREE INC10,9890-10,989910-91
TWILIO INC(TWLO)15,33317,400+2,0671,1631,0640.98%-99
PHILIP MORRIS INTL INC(PM)26,66526,185-4802,5092,3992.20%-110
KERNEL GROUP HOLDINGS INC10,5220-10,5221130-113
MARS ACQUISITION CORP10,8400-10,8401150-115
ACRI CAPITAL ACQUISITION COR10,5220-10,5221160-116
ATLANTIC COASTAL AQSTN CORP12,0000-12,0001280-128
IRON HORSE ACQUISITIONS CORP14,0170-14,0171410-141
QUANTUM FINTECH ACQUISTIN CO13,7250-13,7251470-147
OCA ACQUISITION CORP13,6770-13,6771480-148
COLOMBIER ACQUISITION CORP I14,7820-14,7821490-149
AIMEI HEALTH TECHNOLOGY CO L
UNIT 11/17/2028
16,6020-16,6021690-169
SNOWFLAKE INC(SNOW)11,48513,032+1,5472,2862,1061.93%-180
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