LATEST PORTFOLIO VALUE
$575.39 M
09/30/2025
TOTAL ASSETS HELD
$194
09/30/2025
LATEST REPORT DATE
2025 Q3
09/30/2025
TOP 10 CONCENTRATION
18.09%
CIK: 0001974457
CIK: 0001974457
TrueMark Investments, LLC (CIK: 0001974457) is a financial institution headquartered at 433 w. van buren street, 1100-d, , CHICAGO, ILLINOIS 60607. The firm regularly files Form 13F with the U.S. Securities and Exchange Commission (SEC), disclosing its equity holdings and investment positions.
As of the latest reporting period (2025-09-30), the institution manages a portfolio valued at $575,393,634, comprising 194 distinct securities. Over its filing history, it has submitted 8 Form 13F reports.
To view the institution’s full SEC filing history:
🔗 View All SEC Filings
| Name | Shares | Market Value | Weight | Change | Activity |
|---|---|---|---|---|---|
| 547,976 | $13,502,183 | 2.35% | ▲ 423,063 | Add 338.7% | |
| 77,212 | $12,523,786 | 2.18% | ▲ 4,303 | Add 5.9% | |
| 250,993 | $11,031,142 | 1.92% | ▼ 90,679 | Reduce -26.5% | |
| 202,481 | $10,113,926 | 1.76% | ▲ 51,797 | Add 34.4% | |
| 191,838 | $9,680,145 | 1.68% | ▲ 13,414 | Add 7.5% | |
| 224,286 | $9,495,148 | 1.65% | ▲ 224,286 | New Buy | |
| 124,843 | $9,424,398 | 1.64% | ▲ 22,950 | Add 22.5% | |
| 217,258 | $9,341,746 | 1.62% | ▲ 93,224 | Add 75.2% | |
| 91,101 | $9,246,752 | 1.61% | ▼ 3,674 | Reduce -3.9% | |
| 225,988 | $9,206,751 | 1.60% | ▲ 225,988 | New Buy |