Fund HoldingsTrueMark Investments, LLC

Total Portfolio Value
$523.50M
Total Bought
$133.37M
Total Sold
$188.31M
Net Transaction
-$54.95M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
SPDR SERIES TRUST
ST SHOR CORP ETF
0505,908+505,908015,2782.92%+15,278
BROOKFIELD INFRASTRUCTURE CO(BIPC)0139,756+139,75606,3451.21%+6,345
UNITED PARCEL SERVICE INC(UPS)061,134+61,13406,0641.16%+6,064
ELEVATION SERIES TRUST175,693359,305+183,6124,5798,5511.63%+3,971
UNITEDHEALTH GROUP INC(UNH)010,465+10,46503,4550.66%+3,455
JANUS DETROIT STR TR
HENDRSON AAA CL
063,867+63,86703,2300.62%+3,230
NRG ENERGY INC(NRG)32,34748,273+15,9265,2397,6871.47%+2,448
TOTALENERGIES SE(TTE)034,372+34,37202,2490.43%+2,249
NOKIA CORP(NOK)0345,760+345,76002,2370.43%+2,237
AMERICAN INTL GROUP INC63,61582,196+18,5814,9967,0321.34%+2,036
ELEVATION SERIES TRUST242,490301,658+59,1688,14610,0991.93%+1,953
UNILEVER PLC(UL)027,493+27,49301,7980.34%+1,798
BRITISH AMERN TOB PLC(BTI)0173,168+173,16809,8051.87%+9,805
FLEX LNG LTD(FLNG)062,186+62,18601,5520.30%+1,552
MPLX LP(MPLX)202,481218,032+15,55110,11411,6362.22%+1,522
GOLDMAN SACHS GROUP INC(GS)9,84610,602+7567,8419,3191.78%+1,478
JOHNSON & JOHNSON(JNJ)38,59141,573+2,9827,1568,6041.64%+1,448
NEXTERA ENERGY INC(NEE)124,843135,149+10,3069,42410,8502.07%+1,425
GUGGENHEIM STRATEGIC OPPORTU(GOF)0109,842+109,84201,4150.27%+1,415
INTERNATIONAL SEAWAYS INC(INSW)028,909+28,90901,4040.27%+1,404
STRUCTURE THERAPEUTICS INC033,893+33,89302,3570.45%+2,357
CALEDONIA MNG CORP PLC
SHS NEW
047,531+47,53101,2440.24%+1,244
ELEVATION SERIES TRUST230,787261,958+31,1718,7619,9821.91%+1,221
FIRST TR EXCHANGE TRADED FD
NASDAQ BUYWRITE
057,073+57,07301,1880.23%+1,188
PHILIP MORRIS INTL INC(PM)085,382+85,382013,6952.62%+13,695
CARLYLE SECURED LENDING INC0111,844+111,84401,3970.27%+1,397
GSK PLC(GSK)87,974101,132+13,1583,7974,9600.95%+1,163
ELEVATION SERIES TRUST222,226256,124+33,8988,4409,5821.83%+1,142
WISDOMTREE TR(WT)034,568+34,56801,1410.22%+1,141
TARGA RES CORP(TRGP)06,158+6,15801,1360.22%+1,136
FS KKR CAP CORP(FSK)071,743+71,74301,0630.20%+1,063
ACCENTURE PLC IRELAND
SHS CLASS A
24,84726,779+1,9326,1277,1851.37%+1,058
GLOBAL X FDS
NASDAQ 100 COVER
059,045+59,04501,0430.20%+1,043
CITIGROUP INC(C)91,10188,074-3,0279,24710,2771.96%+1,031
ABBVIE INC(ABBV)032,977+32,97707,5351.44%+7,535
DYNEX CAP INC(DX)072,205+72,20501,0120.19%+1,012
ABRDN HEALTHCARE OPPORTUNITI052,306+52,30601,0010.19%+1,001
INNOVATIVE INDL PPTYS INC(IIPR)020,743+20,74309820.19%+982
NOVO-NORDISK A S(NVO)160,416193,853+33,4378,9019,8631.88%+962
DICKS SPORTING GOODS INC(DKS)04,689+4,68909280.18%+928
RIO TINTO PLC(RIO)35,12340,376+5,2532,3183,2310.62%+913
GOLDMAN SACHS BDC INC(GSBD)097,151+97,15109020.17%+902
DHT HOLDINGS INC(DHT)072,960+72,96008910.17%+891
OVINTIV INC(OVV)022,687+22,68708890.17%+889
ICICI BANK LIMITED(IBN)029,760+29,76008870.17%+887
DILLARDS INC(DDS)01,442+1,44208740.17%+874
UBS GROUP AG(UBS)081,792+81,79203,7880.72%+3,788
CLEARWAY ENERGY INC(CWEN)025,519+25,51908490.16%+849
ELLINGTON FINANCIAL INC(EFC)061,883+61,88308400.16%+840
PIMCO DYNAMIC INCOME FD(PDI)047,431+47,43108400.16%+840
BLACKROCK DEBT STRATEGIES FD081,573+81,57308300.16%+830
GOLUB CAP BDC INC(GBDC)061,075+61,07508290.16%+829
PROGRESSIVE CORP(PGR)03,549+3,54908080.15%+808
OAKTREE SPECIALTY LENDING CO(OCSL)083,344+83,34401,0620.20%+1,062
COHEN & STEERS INFRASTRUCTUR(UTF)031,761+31,76107660.15%+766
AMERICAN ELEC PWR CO INC54,70859,912+5,2046,1556,9081.32%+754
CRH PLC
ORD
50,36754,273+3,9066,0396,7731.29%+734
CME GROUP INC(CME)031,149+31,14908,5061.62%+8,506
RIVERNORTH CAP AND INCM FD I
COM
047,966+47,96606890.13%+689
SIXTH STREET SPECIALTY LENDI(TSLX)030,312+30,31206580.13%+658
LIBERTY ALL STAR EQUITY FD(USA)0118,992+118,99207470.14%+747
BLUE OWL TECHNOLOGY FIN CORP045,000+45,00006540.12%+654
BANCO SANTANDER SA(SAN)0247,661+247,66102,9050.55%+2,905
COGENT COMMUNICATIONS HLDGS029,662+29,66206400.12%+640
PENSKE AUTOMOTIVE GRP INC(PAG)04,035+4,03506390.12%+639
ELEVATION SERIES TRUST250,914273,363+22,4498,7389,3691.79%+632
CONAGRA BRANDS INC(CAG)036,389+36,38906300.12%+630
CAMPING WORLD HLDGS INC063,897+63,89706220.12%+622
MONGODB INC(MDB)6,2596,085-1741,9432,5540.49%+611
GLADSTONE INVT CORP041,678+41,67805820.11%+582
FIDUS INVT CORP030,021+30,02105790.11%+579
GILEAD SCIENCES INC(GILD)04,675+4,67505740.11%+574
COCA-COLA FEMSA SAB DE CV(KOF)028,262+28,26202,6770.51%+2,677
SCORPIO TANKERS INC(STNG)010,923+10,92305550.11%+555
PEPSICO INC(PEP)39,25942,283+3,0245,5146,0681.16%+555
KKR INCOME OPPORTUNITIES FD045,255+45,25505250.10%+525
ABRDN WORLD HEALTHCARE FUND041,032+41,03205240.10%+524
CARDINAL HEALTH INC(CAH)02,474+2,47405080.10%+508
ARES MANAGEMENT CORPORATION(ARES)03,004+3,00404860.09%+486
ROLLINS INC(ROL)08,019+8,01904810.09%+481
JANUS DETROIT STR TR
HENDRSN SHRT ETF
09,579+9,57904710.09%+471
COTERRA ENERGY INC017,716+17,71604660.09%+466
CONSOLIDATED WATER CO INC
ORD
013,099+13,09904620.09%+462
ELEVATION SERIES TRUST261,780276,984+15,2048,6049,0531.73%+449
NETEASE INC(NTES)03,246+3,24604470.09%+447
CANADIAN NAT RES LTD(CNQ)013,099+13,09904430.08%+443
BARCLAYS PLC059,208+59,20801,5070.29%+1,507
VIRTU FINL INC(VIRT)012,563+12,56304190.08%+419
FS SPECIALTY LENDING FD(FSSL)029,598+29,59804190.08%+419
SABINE RTY TR(SBR)06,050+6,05004150.08%+415
BLACKROCK CAP ALLOCATION TER(BCAT)028,859+28,85904090.08%+409
ELI LILLY & CO(LLY)01,405+1,40501,5100.29%+1,510
NATERA INC(NTRA)06,425+6,42501,4720.28%+1,472
COMMUNITY HEALTHCARE TR INC024,556+24,55604030.08%+403
ANNALY CAPITAL MANAGEMENT IN017,376+17,37603890.07%+389
XAI OCTAGN FLT RAT & ALT INM080,240+80,24003850.07%+385
SABA CAPITAL INCOME & OPRNT053,036+53,03603720.07%+372
NUVEEN FLOATING RATE INCOME(JFR)047,308+47,30803700.07%+370
BLACKROCK HEALTH SCIENCES TE048,567+48,56707310.14%+731
BLUEROCK PVT REAL ESTATE FD(BPRE)024,085+24,08503610.07%+361
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