TRUEMARK INVESTMENTS, LLC

PrivateCIK: 1974457
Location

CHICAGO, IL

167
Positions
$513.72M
Total AUM (reported)
12.38M
Total Shares

Allocation by class

TOTAL AUM$513.72M167 positions
COM$210.22M40.9%
TRUESHARES STRUC$62.40M12.1%
SPONSORED ADR$39.49M7.7%
STATE STREET SPD$16.80M3.3%
COM UNIT REP LTD$13.23M2.6%
SPONSORED ADS$11.80M2.3%
TRUESHARES OCT$11.26M2.2%

Portfolio Concentration

Top 39.2%4–1016.6%11–2526.8%Rest47.4%TOP 1025.8%0%100%
Top 3$47.19M9.2%
4–10$85.19M16.6%
11–25$137.85M26.8%
Rest$243.49M47.4%

Top 3 weight

9.2%

Top 10 weight

25.8%

Voting Authority Distribution

Total shares with voting rights: 12.38M

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

12.38M

shares

% of voting shares100.0%

Investment Discretion (by position count)

Sole167
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings167
Rows:

SPDR SERIES TRUST

SOLE
STATE STREET SPD
Shares558.72K
TypeSH
Market value$16.80M
3.27%
Sole
0.00
Shared
0.00
None
558.72K

CHEVRON CORPORATION

SOLE
COM
Shares77.20K
TypeSH
Market value$15.97M
3.11%
Sole
0.00
Shared
0.00
None
77.20K

VERIZON COMMUNICATIONS INC

SOLE
COM
Shares287.29K
TypeSH
Market value$14.42M
2.81%
Sole
0.00
Shared
0.00
None
287.29K

PHILIP MORRIS INTL INC

SOLE
COM
Shares85.03K
TypeSH
Market value$14.06M
2.74%
Sole
0.00
Shared
0.00
None
85.03K

MPLX LP

SOLE
COM UNIT REP LTD
Shares231.82K
TypeSH
Market value$13.23M
2.58%
Sole
0.00
Shared
0.00
None
231.82K

BRITISH AMERN TOB PLC

SOLE
SPONSORED ADR
Shares224.80K
TypeSH
Market value$13.14M
2.56%
Sole
0.00
Shared
0.00
None
224.80K

NEXTERA ENERGY INC

SOLE
COM
Shares127.44K
TypeSH
Market value$11.84M
2.30%
Sole
0.00
Shared
0.00
None
127.44K

ELEVATION SERIES TRUST

SOLE
TRUESHARES OCT
Shares274.02K
TypeSH
Market value$11.26M
2.19%
Sole
0.00
Shared
0.00
None
274.02K

ELEVATION SERIES TRUST

SOLE
TRUESHARES DEC
Shares279.40K
TypeSH
Market value$10.85M
2.11%
Sole
0.00
Shared
0.00
None
279.40K

JOHNSON & JOHNSON

SOLE
COM
Shares44.20K
TypeSH
Market value$10.80M
2.10%
Sole
0.00
Shared
0.00
None
44.20K

ELEVATION SERIES TRUST

SOLE
TRUESHARES STRUC
Shares317.73K
TypeSH
Market value$10.47M
2.04%
Sole
0.00
Shared
0.00
None
317.73K

ELEVATION SERIES TRUST

SOLE
TRUESHARES STRUC
Shares277.49K
TypeSH
Market value$10.08M
1.96%
Sole
0.00
Shared
0.00
None
277.49K

UNITED PARCEL SVCS INC

SOLE
CL B
Shares99.94K
TypeSH
Market value$9.83M
1.91%
Sole
0.00
Shared
0.00
None
99.94K

CME GROUP INC

SOLE
COM
Shares33.11K
TypeSH
Market value$9.78M
1.90%
Sole
0.00
Shared
0.00
None
33.11K

ELEVATION SERIES TRUST

SOLE
TRUESHARES STRCD
Shares263.67K
TypeSH
Market value$9.69M
1.89%
Sole
0.00
Shared
0.00
None
263.67K

ELEVATION SERIES TRUST

SOLE
TRUESHARES NOV
Shares219.56K
TypeSH
Market value$9.31M
1.81%
Sole
0.00
Shared
0.00
None
219.56K

ELEVATION SERIES TRUST

SOLE
TRUESHARES STRUC
Shares229.17K
TypeSH
Market value$9.31M
1.81%
Sole
0.00
Shared
0.00
None
229.17K

ELEVATION SERIES TRUST

SOLE
TRUESHARES STRUC
Shares220.97K
TypeSH
Market value$8.98M
1.75%
Sole
0.00
Shared
0.00
None
220.97K

ELEVATION SERIES TRUST

SOLE
TRUESHARES QUART
Shares372.05K
TypeSH
Market value$8.98M
1.75%
Sole
0.00
Shared
0.00
None
372.05K

VALERO ENERGY CORP

SOLE
COM
Shares36.10K
TypeSH
Market value$8.92M
1.74%
Sole
0.00
Shared
0.00
None
36.10K

HERSHEY CO

SOLE
COM
Shares42.63K
TypeSH
Market value$8.86M
1.73%
Sole
0.00
Shared
0.00
None
42.63K

DOMINION ENERGY INC

SOLE
COM
Shares141.13K
TypeSH
Market value$8.72M
1.70%
Sole
0.00
Shared
0.00
None
141.13K

ELEVATION SERIES TRUST

SOLE
TRUESHARES STRUC
Shares272K
TypeSH
Market value$8.49M
1.65%
Sole
0.00
Shared
0.00
None
272K

AMERICAN ELEC PWR CO INC

SOLE
COM
Shares63.51K
TypeSH
Market value$8.33M
1.62%
Sole
0.00
Shared
0.00
None
63.51K

ELEVATION SERIES TRUST

SOLE
TRUESHARES STRCT
Shares201.92K
TypeSH
Market value$8.11M
1.58%
Sole
0.00
Shared
0.00
None
201.92K
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