TRUEMARK INVESTMENTS, LLC

PrivateCIK: 1974457
Location

CHICAGO, IL

187
Positions
$798.23M
Total AUM (reported)
19.01M
Total Shares

Allocation by class

TOTAL AUM$798.23M187 positions
COM$251.97M31.6%
SPONSORED ADR$45.93M5.8%
TRUE ST MARC ETF$29.07M3.6%
TRUE STR MAY ETF$28.36M3.6%
TRUESHARES NOV$27.51M3.4%
TRUE ST FEBR ETF$26.72M3.3%
TRUE ST APRI ETF$25.90M3.2%

Portfolio Concentration

Top 310.6%4–1021.7%11–2528.7%Rest38.9%TOP 1032.3%0%100%
Top 3$84.94M10.6%
4–10$173.16M21.7%
11–25$229.47M28.7%
Rest$310.66M38.9%

Top 3 weight

10.6%

Top 10 weight

32.3%

Voting Authority Distribution

Total shares with voting rights: 19.01M

Sole

Full voting authority

0.00

shares

% of voting shares0.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

19.01M

shares

% of voting shares100.0%

Investment Discretion (by position count)

Sole187
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings187
Rows:

ELEVATION SERIES TRUST

SOLE
TRUE ST MARC ETF
Shares793.03K
TypeSH
Market value$29.07M
3.64%
Sole
0.00
Shared
0.00
None
793.03K

ELEVATION SERIES TRUST

SOLE
TRUE STR MAY ETF
Shares785.05K
TypeSH
Market value$28.36M
3.55%
Sole
0.00
Shared
0.00
None
785.05K

ELEVATION SERIES TRUST

SOLE
TRUESHARES NOV
Shares584.69K
TypeSH
Market value$27.51M
3.45%
Sole
0.00
Shared
0.00
None
584.69K

ELEVATION SERIES TRUST

SOLE
TRUE ST FEBR ETF
Shares661.55K
TypeSH
Market value$26.72M
3.35%
Sole
0.00
Shared
0.00
None
661.55K

ELEVATION SERIES TRUST

SOLE
TRUE ST APRI ETF
Shares648.78K
TypeSH
Market value$25.90M
3.24%
Sole
0.00
Shared
0.00
None
648.78K

ELEVATION SERIES TRUST

SOLE
TRUE ST JUNE ETF
Shares713.24K
TypeSH
Market value$25.15M
3.15%
Sole
0.00
Shared
0.00
None
713.24K

ELEVATION SERIES TRUST

SOLE
TRUESHARES DEC
Shares579.74K
TypeSH
Market value$25.07M
3.14%
Sole
0.00
Shared
0.00
None
579.74K

ELEVATION SERIES TRUST

SOLE
TRUESHARES STRCD
Shares592.65K
TypeSH
Market value$24.27M
3.04%
Sole
0.00
Shared
0.00
None
592.65K

ELEVATION SERIES TRUST

SOLE
TRUESHARES OCT
Shares512.75K
TypeSH
Market value$23.43M
2.94%
Sole
0.00
Shared
0.00
None
512.75K

ELEVATION SERIES TRUST

SOLE
TRUE ST SEPT ETF
Shares497.73K
TypeSH
Market value$22.62M
2.83%
Sole
0.00
Shared
0.00
None
497.73K

ELEVATION SERIES TRUST

SOLE
TRUE ST AUGU ETF
Shares480.50K
TypeSH
Market value$21.80M
2.73%
Sole
0.00
Shared
0.00
None
480.50K

ELEVATION SERIES TRUST

SOLE
TRUESHARES STRCT
Shares462.16K
TypeSH
Market value$20.96M
2.63%
Sole
0.00
Shared
0.00
None
462.16K

ELEVATION SERIES TRUST

SOLE
TRUE QU BEAR ETF
Shares864.08K
TypeSH
Market value$20.57M
2.58%
Sole
0.00
Shared
0.00
None
864.08K

UNITEDHEALTH GROUP INC

SOLE
COM
Shares38.46K
TypeSH
Market value$15.98M
2.00%
Sole
0.00
Shared
0.00
None
38.46K

BRITISH AMERN TOB PLC

SOLE
SPONSORED ADR
Shares258.13K
TypeSH
Market value$15.94M
2.00%
Sole
0.00
Shared
0.00
None
258.13K

PHILIP MORRIS INTL INC

SOLE
COM
Shares85.67K
TypeSH
Market value$15.50M
1.94%
Sole
0.00
Shared
0.00
None
85.67K

ELEVATION SERIES TRUST

SOLE
TRUSHARES BULL
Shares639.28K
TypeSH
Market value$15.44M
1.93%
Sole
0.00
Shared
0.00
None
639.28K

SPDR SERIES TRUST

SOLE
ST SHOR CORP ETF
Shares500.35K
TypeSH
Market value$15.02M
1.88%
Sole
0.00
Shared
0.00
None
500.35K

MPLX LP

SOLE
COM UNIT REP LTD
Shares266.41K
TypeSH
Market value$15.01M
1.88%
Sole
0.00
Shared
0.00
None
266.41K

VERIZON COMMUNICATIONS INC

SOLE
COM
Shares330.16K
TypeSH
Market value$13.98M
1.75%
Sole
0.00
Shared
0.00
None
330.16K

NEXTERA ENERGY INC

SOLE
COM
Shares148.29K
TypeSH
Market value$13.02M
1.63%
Sole
0.00
Shared
0.00
None
148.29K

JOHNSON & JOHNSON

SOLE
COM
Shares50.80K
TypeSH
Market value$12.90M
1.62%
Sole
0.00
Shared
0.00
None
50.80K

UNITED PARCEL SVCS INC

SOLE
CL B
Shares114.91K
TypeSH
Market value$12.35M
1.55%
Sole
0.00
Shared
0.00
None
114.91K

CHEVRON CORPORATION

SOLE
COM
Shares64.61K
TypeSH
Market value$10.71M
1.34%
Sole
0.00
Shared
0.00
None
64.61K

HOME DEPOT INC

SOLE
COM
Shares29.20K
TypeSH
Market value$10.30M
1.29%
Sole
0.00
Shared
0.00
None
29.20K
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