13F Filings History of TrueMark Investments, LLC

Latest 13F report
Q4 2025 - 14 Jan 2026
Value $
$523,496,693
Signature - Title
Kyle Bubeck - Chief Compliance Officer
Location
Chicago, IL
Summary
This page shows a list of all the recent 13F filings made by TrueMark Investments, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. TrueMark Investments, LLC reported 240 stock holdings with total value $523,496,693 as of Q4 2025. Top holdings included SPSB, PM, MPLX, VZ, and NEE.

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Holdings Value

List of Other Managers Reporting for TrueMark Investments, LLC:

Name Holdings Value Location File Number
EAGLE GLOBAL ADVISORS LLC $2,703,601,372 Houston, TX 028-06213
RIVERNORTH CAPITAL MANAGEMENT, LLC $2,115,504,812 West Palm Beach, FL 028-13256
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 240 $523,496,693 +$129,300,521 -$179,692,536 -$50,392,015 SPSB, PM, MPLX, VZ, NEE 13F-HR 14 Jan 2026, 15:10
Q3 2025 194 $575,393,634 +$295,508,140 -$198,949,905 +$96,558,235 QBER, PM, VZ, MPLX, ENB 13F-HR 30 Oct 2025, 16:37
Q2 2025 139 $462,669,262 +$177,699,904 -$112,621,771 +$65,078,133 VZ, BTI, PM, T, ABBV 13F-HR 29 Jul 2025, 14:47
Q1 2025 200 $381,658,184 +$201,723,170 -$136,833,582 +$64,889,588 VZ, T, BTI, ABBV, PM 13F-HR 22 Apr 2025, 17:07
Q4 2024 179 $313,298,704 +$108,688,950 -$97,295,219 +$11,393,731 ENB, VZ, BTI, PM, ORCL 13F-HR 11 Feb 2025, 17:40
Q3 2024 239 $311,642,941 +$73,640,555 -$59,693,572 +$13,946,983 NEE, BTI, VZ, PM, XOM 13F-HR 15 Oct 2024, 21:53
Q2 2024 218 $292,501,071 +$197,817,640 -$10,078,938 +$187,738,702 NVDA, BTI, NEE, AVGO, C 13F-HR 29 Jul 2024, 16:04
Q1 2024 90 $108,984,900 +$20,920,410 -$17,560,683 +$3,359,727 NVDA, C, AVGO, OWL, CRWD 13F-HR 15 Apr 2024, 14:33
Q4 2023 99 $100,580,301 $0 $0 $0 UNH, VZ, NEE, BTI, AEP 13F-HR 11 Jan 2024, 10:53