SEC 13F Intelligence

Managers / Q2 2024 · view latest →

TrueMark Investments, LLC

CIK 0001974457 · 433 W. VAN BUREN STREET, 1100-D, CHICAGO, IL, 60607 · 877-774-8783

Reported Value
$293M
Q2 2024
Positions
218
Filings on Record
10
2019–present window
Filed
Jul 29, 2024
original filing

Summary

Truemark Investments, Llc reported $293M in U.S.-listed holdings across 218 positions for Q2 2024.

Its largest position, NVDA, represents 2.6% of the portfolio.

Compared with Q1 2024, the fund opened 137 new positions and exited 9.

Reported Value by Quarter

13F Reported Value
Q4 ’23: $101MQ4 ’23Q1 ’24: $109MQ2 ’24: $293MQ2 ’24Q3 ’24: $312MQ4 ’24: $313MQ4 ’24Q1 ’25: $382MQ2 ’25: $463MQ2 ’25Q3 ’25: $575MQ4 ’25: $523MQ4 ’25Q1 ’26: $514Mfilingsflow.com

Portfolio Composition

By security type
Common Stock: 61.1%Other: 12.6%ETP: 8.6%REIT: 7.9%Closed-End Fund: 5.2%Other: 4.6%
  • Common Stock · 61.1% · $179M
  • Other · 12.6% · $37M
  • ETP · 8.6% · $25M
  • REIT · 7.9% · $23M
  • Closed-End Fund · 5.2% · $15M
  • Other · 4.6% · $14M

Quarter-over-Quarter Changes full breakdown →

Holdings — Q2 2024

Loading…
#IssuerClass% PortfolioValueShares

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$514M167Apr 20, 202613F-HRchanges · EDGAR ↗
Q4 2025$523M240Jan 14, 202613F-HRchanges · EDGAR ↗
Q3 2025$575M194Oct 30, 202513F-HRchanges · EDGAR ↗
Q2 2025$463M139Jul 29, 202513F-HRchanges · EDGAR ↗
Q1 2025$382M200Apr 22, 202513F-HRchanges · EDGAR ↗
Q4 2024$313M179Feb 12, 202513F-HRchanges · EDGAR ↗
Q3 2024$312M239Oct 16, 202413F-HRchanges · EDGAR ↗
Q2 2024$293M218Jul 29, 202413F-HRchanges · EDGAR ↗
Q1 2024$109M90Apr 15, 202413F-HRchanges · EDGAR ↗
Q4 2023$101M99Jan 11, 202413F-HRchanges · EDGAR ↗

Other Included Managers

This filing reports holdings on behalf of 3 additional managers.

  • SpiderRock Advisors, LLC
  • Eagle Global Advisors, LLC
  • River North Capital Management, LLC

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.