TrueMark Investments, LLC
Annual return '25
+13.1%
SPY '25
+17.7%
Alpha
-4.6ptsvs SPY
Invested
$513.7M
Holdings
149
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 99%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$SPSB
SPDR SERIES TRUST
Q1 2026: Exited (was 505.9k shares)
3.3%
02
$CHV
CHEVRON CORPORATION
Q1 2026: Sold 82.4% (34.5k → 6.1k shares)
3.1%
03
$BAC
VERIZON COMMUNICATIONS INC
Q1 2026: Sold 83.3% (270.3k → 45.2k shares)
2.8%
04
$PM
PHILIP MORRIS INTL INC
Q1 2026: Sold 95.2% (85.4k → 4.1k shares)
2.7%
05
$MPLX
MPLX LP
Q1 2026: Exited (was 218.0k shares)
2.6%
06
$BTI
BRITISH AMERN TOB PLC
Q1 2026: Exited (was 173.2k shares)
2.6%
07
$NEE
NEXTERA ENERGY INC
Q1 2026: Sold 89.1% (135.1k → 14.7k shares)
2.3%
08
$OCTZ
ELEVATION SERIES TRUST
Q1 2026: Exited (was 191.9k shares)
2.2%
09
$DECZ
ELEVATION SERIES TRUST
Q1 2026: Exited (was 208.4k shares)
2.1%
10
$JNJ
JOHNSON & JOHNSON
Q1 2026: Sold 67.4% (41.6k → 13.6k shares)
2.1%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 13:33 UTC.