Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
TrueMark Investments, LLC (CIK 1974457) reported $513.7M across 126 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SPSB ($16.8M, 3.27%), CVX ($16.0M, 3.11%), VZ ($14.4M, 2.81%), PM ($14.1M, 2.74%), MPLX ($13.2M, 2.58%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPSB | SPDR SERIES TRUST | $16.8M | 3.27% | 558,724 | Added |
| 2 | CVX | CHEVRON CORPORATION | $16.0M | 3.11% | 77,198 | Added |
| 3 | VZ | VERIZON COMMUNICATIONS INC | $14.4M | 2.81% | 287,287 | Added |
| 4 | PM | PHILIP MORRIS INTL INC | $14.1M | 2.74% | 85,031 | Trimmed |
| 5 | MPLX | MPLX LP | $13.2M | 2.58% | 231,817 | Added |
| 6 | BTI | BRITISH AMERN TOB PLC | $13.1M | 2.56% | 224,796 | Added |
| 7 | NEE | NEXTERA ENERGY INC | $11.8M | 2.30% | 127,445 | Trimmed |
| 8 | SRHQ | ELEVATION SERIES TRUST | $11.3M | 2.19% | 274,021 | Added |
| 9 | SRHQ | ELEVATION SERIES TRUST | $10.8M | 2.11% | 279,404 | Added |
| 10 | JNJ | JOHNSON & JOHNSON | $10.8M | 2.10% | 44,200 | Added |
| 11 | SRHQ | ELEVATION SERIES TRUST | $10.5M | 2.04% | 317,726 | Added |
| 12 | SRHQ | ELEVATION SERIES TRUST | $10.1M | 1.96% | 277,486 | Added |
| 13 | UPS | UNITED PARCEL SVCS INC | $9.8M | 1.91% | 99,936 | Added |
| 14 | CME | CME GROUP INC | $9.8M | 1.90% | 33,110 | Added |
| 15 | SRHQ | ELEVATION SERIES TRUST | $9.7M | 1.89% | 263,668 | Added |
| 16 | SRHQ | ELEVATION SERIES TRUST | $9.3M | 1.81% | 219,556 | Added |
| 17 | SRHQ | ELEVATION SERIES TRUST | $9.3M | 1.81% | 229,174 | Added |
| 18 | QBER | ELEVATION SERIES TRUST | $9.0M | 1.75% | 372,048 | Added |
| 19 | SRHQ | ELEVATION SERIES TRUST | $9.0M | 1.75% | 220,971 | Added |
| 20 | VLO | VALERO ENERGY CORP | $8.9M | 1.74% | 36,104 | New |
| 21 | HSY | HERSHEY CO | $8.9M | 1.73% | 42,634 | Added |
| 22 | D | DOMINION ENERGY INC | $8.7M | 1.70% | 141,130 | Added |
| 23 | SRHQ | ELEVATION SERIES TRUST | $8.5M | 1.65% | 271,999 | Trimmed |
| 24 | AEP | AMERICAN ELEC PWR CO INC | $8.3M | 1.62% | 63,511 | Added |
| 25 | SRHQ | ELEVATION SERIES TRUST | $8.1M | 1.58% | 201,917 | Added |
Source: SEC Form 13F filings · as of 2026-03-31