TrueMark Investments, LLC Quant / Systematic

Location: Chicago, IL

CIK: 0001974457 · Show all filings

Period: Q1 2026 (← Previous) (Next →)

Filing Date: Apr 20, 2026

Total Value: $514M (100.0% shares, 0.0% debt)

Holdings (167)

SPSB SPDR SERIES TRUST 3.3%
Value $16.8M Shares 558,724 Est. Cost $30.19 Unrealized
CVX CHEVRON CORPORATION 3.1%
Value $15.97M Shares 77,198 Est. Cost $159.26 Unrealized +7.9%
VZ VERIZON COMMUNICATIONS INC 2.8%
Value $14.42M Shares 287,287 Est. Cost $37.88 Unrealized +15.7%
PM PHILIP MORRIS INTL INC 2.7%
Value $14.06M Shares 85,031 Est. Cost $115.60 Unrealized +52.2%
MPLX MPLX LP 2.6%
Value $13.23M Shares 231,817 Est. Cost $50.07 Unrealized
BTI BRITISH AMERN TOB PLC 2.6%
Value $13.14M Shares 224,796 Est. Cost $42.11 Unrealized
NEE NEXTERA ENERGY INC 2.3%
Value $11.84M Shares 127,445 Est. Cost $66.43 Unrealized +31.2%
OCTZ ELEVATION SERIES TRUST 2.2%
Value $11.26M Shares 274,021 Est. Cost $42.73 Unrealized
DECZ ELEVATION SERIES TRUST 2.1%
Value $10.85M Shares 279,404 Est. Cost $40.25 Unrealized
JNJ JOHNSON & JOHNSON 2.1%
Value $10.8M Shares 44,200 Est. Cost $158.97 Unrealized +43.3%
MARZ ELEVATION SERIES TRUST 2.0%
Value $10.47M Shares 317,726 Est. Cost $34.52 Unrealized
FEBZ ELEVATION SERIES TRUST 2.0%
Value $10.08M Shares 277,486 Est. Cost $37.98 Unrealized
UPS UNITED PARCEL SVCS INC 1.9%
Value $9.832M Shares 99,936 Est. Cost $103.54 Unrealized +6.1%
CME CME GROUP INC 1.9%
Value $9.779M Shares 33,110 Est. Cost $249.55 Unrealized +15.9%
JANZ ELEVATION SERIES TRUST 1.9%
Value $9.693M Shares 263,668 Est. Cost $37.98 Unrealized
NOVZ ELEVATION SERIES TRUST 1.8%
Value $9.309M Shares 219,556 Est. Cost $44.23 Unrealized
SEPZ ELEVATION SERIES TRUST 1.8%
Value $9.307M Shares 229,174 Est. Cost $42.15 Unrealized
AUGZ ELEVATION SERIES TRUST 1.7%
Value $8.981M Shares 220,971 Est. Cost $42.85 Unrealized
QBER ELEVATION SERIES TRUST 1.7%
Value $8.979M Shares 372,048 Est. Cost $24.31 Unrealized
VLO VALERO ENERGY CORP 1.7%
Value $8.921M Shares 36,104 Est. Cost $190.06 Unrealized 0.0%
HSY HERSHEY CO 1.7%
Value $8.863M Shares 42,634 Est. Cost $186.67 Unrealized +9.7%
D DOMINION ENERGY INC 1.7%
Value $8.725M Shares 141,130 Est. Cost $54.54 Unrealized +13.0%
JUNZ ELEVATION SERIES TRUST 1.7%
Value $8.488M Shares 271,999 Est. Cost $32.86 Unrealized
AEP AMERICAN ELEC PWR CO INC 1.6%
Value $8.325M Shares 63,511 Est. Cost $87.74 Unrealized +37.4%
JULZ ELEVATION SERIES TRUST 1.6%
Value $8.107M Shares 201,917 Est. Cost $46.10 Unrealized
QBUL ELEVATION SERIES TRUST 1.6%
Value $8.062M Shares 342,034 Est. Cost $24.59 Unrealized
APRZ ELEVATION SERIES TRUST 1.5%
Value $7.74M Shares 216,859 Est. Cost $37.90 Unrealized
ENB ENBRIDGE INC 1.4%
Value $7.439M Shares 137,405 Est. Cost $38.67 Unrealized +25.6%
MAYZ ELEVATION SERIES TRUST 1.4%
Value $7.338M Shares 230,617 Est. Cost $33.57 Unrealized
ABBV ABBVIE INC 1.4%
Value $7.005M Shares 32,207 Est. Cost $187.24 Unrealized +18.9%
PBR PETROLEO BRASILEIRO S A 1.3%
Value $6.901M Shares 332,600 Est. Cost $14.49 Unrealized
CI THE CIGNA GROUP 1.3%
Value $6.9M Shares 25,867 Est. Cost $290.22 Unrealized -3.3%
PEP PEPSICO INC 1.3%
Value $6.764M Shares 43,560 Est. Cost $154.40 Unrealized +0.2%
AIG AMERICAN INTL GROUP INC 1.3%
Value $6.578M Shares 87,413 Est. Cost $79.07 Unrealized -3.5%
GSK GSK PLC 1.2%
Value $6.365M Shares 115,322 Est. Cost $42.09 Unrealized
KMI KINDER MORGAN INC DEL 1.2%
Value $6.216M Shares 185,388 Est. Cost $20.38 Unrealized +45.9%
ATO ATMOS ENERGY CORP 1.2%
Value $6.166M Shares 33,378 Est. Cost $171.49 Unrealized 0.0%
HD HOME DEPOT INC 1.2%
Value $6.015M Shares 18,290 Est. Cost $376.98 Unrealized 0.0%
BIPC BROOKFIELD INFRASTRUCTURE CO 1.1%
Value $5.873M Shares 148,599 Est. Cost $45.14 Unrealized +4.2%
DVN DEVON ENERGY CORP NEW 1.1%
Value $5.534M Shares 109,973 Est. Cost $40.25 Unrealized 0.0%
UNH UNITEDHEALTH GROUP INC 1.0%
Value $5.099M Shares 18,844 Est. Cost $324.53 Unrealized -4.9%
TTE TOTALENERGIES SE 1.0%
Value $5.053M Shares 55,539 Est. Cost $66.39 Unrealized +7.7%
MO ALTRIA GROUP INC 1.0%
Value $5.016M Shares 76,018 Est. Cost $61.12 Unrealized +3.1%
TSM TAIWAN SEMICONDUCTOR MANUFAC 0.9%
Value $4.736M Shares 14,013 Est. Cost $206.97 Unrealized
LEN LENNAR CORP 0.9%
Value $4.619M Shares 53,187 Est. Cost $118.39 Unrealized -3.3%
RIO RIO TINTO PLC 0.8%
Value $4.295M Shares 46,041 Est. Cost $66.85 Unrealized
VIV TELEFONICA BRASIL SA 0.8%
Value $4.255M Shares 267,445 Est. Cost $15.91 Unrealized
PG PROCTER & GAMBLE CO 0.8%
Value $4.201M Shares 29,083 Est. Cost $156.45 Unrealized -3.0%
NET CLOUDFLARE INC 0.8%
Value $3.977M Shares 19,275 Est. Cost $82.11 Unrealized +122.1%
GS GOLDMAN SACHS GROUP INC 0.8%
Value $3.912M Shares 4,624 Est. Cost $529.01 Unrealized +76.3%
BP BP PLC 0.8%
Value $3.91M Shares 83,187 Est. Cost $47.00 Unrealized
AMX AMERICA MOVIL SAB DE CV 0.7%
Value $3.737M Shares 146,664 Est. Cost $21.51 Unrealized
JAAA JANUS DETROIT STR TR 0.7%
Value $3.553M Shares 70,542 Est. Cost $50.56 Unrealized
ASML ASML HLDG NV 0.7%
Value $3.516M Shares 2,662 Est. Cost $777.91 Unrealized
HSBC HSBC HLDGS PLC 0.7%
Value $3.461M Shares 41,955 Est. Cost $60.97 Unrealized
NVDA NVIDIA CORPORATION 0.6%
Value $3.247M Shares 18,617 Est. Cost $97.17 Unrealized +92.1%
NOK NOKIA CORP 0.6%
Value $3.17M Shares 394,270 Est. Cost $6.66 Unrealized
KOF COCA-COLA FEMSA SAB DE CV 0.6%
Value $3.143M Shares 32,222 Est. Cost $95.26 Unrealized
CRWD CROWDSTRIKE HLDGS INC 0.5%
Value $2.63M Shares 6,737 Est. Cost $223.89 Unrealized +92.6%
BINC BLACKROCK ETF TRUST II 0.5%
Value $2.463M Shares 47,424 Est. Cost $53.16 Unrealized
UL UNILEVER PLC 0.5%
Value $2.399M Shares 42,108 Est. Cost $62.47 Unrealized
JD JD.COM INC 0.5%
Value $2.381M Shares 80,511 Est. Cost $33.60 Unrealized
UBS UBS GROUP AG 0.4%
Value $2.297M Shares 58,794 Est. Cost $33.94 Unrealized +34.2%
IBN ICICI BANK LIMITED 0.4%
Value $2.082M Shares 80,381 Est. Cost $27.34 Unrealized
SABA CAPITAL INCOME & OPPORT 0.4%
Value $1.87M Shares 224,709 Est. Cost $9.06 Unrealized
OMAB GRUPO AEROPORTUARIO DEL CENT 0.3%
Value $1.737M Shares 15,136 Est. Cost $106.85 Unrealized
NVS NOVARTIS AG 0.3%
Value $1.707M Shares 11,175 Est. Cost $122.20 Unrealized
GPCR STRUCTURE THERAPEUTICS INC 0.3%
Value $1.657M Shares 34,377 Est. Cost $42.09 Unrealized
WESTERN AST INFL LKD OPP & I 0.3%
Value $1.613M Shares 190,656 Est. Cost $8.86 Unrealized
PXH INVESCO EXCH TRADED FD TR II 0.3%
Value $1.576M Shares 58,576 Est. Cost $25.50 Unrealized
SNOW SNOWFLAKE INC 0.3%
Value $1.576M Shares 10,449 Est. Cost $169.46 Unrealized +14.8%
CLOUGH GLOBAL EQUITY FD 0.3%
Value $1.528M Shares 202,986 Est. Cost $7.61 Unrealized
MDB MONGODB INC 0.3%
Value $1.511M Shares 6,172 Est. Cost $301.51 Unrealized +24.8%
IOT SAMSARA INC 0.3%
Value $1.417M Shares 44,724 Est. Cost $28.53 Unrealized +4.3%
AMD ADVANCED MICRO DEVICES INC 0.3%
Value $1.401M Shares 6,887 Est. Cost $126.02 Unrealized +75.9%
BLACKROCK SCIENCE & TECHNOLO 0.3%
Value $1.325M Shares 59,839 Est. Cost $22.17 Unrealized
LLY ELI LILLY & CO 0.3%
Value $1.311M Shares 1,425 Est. Cost $794.53 Unrealized +31.8%
NTRA NATERA INC 0.3%
Value $1.306M Shares 6,530 Est. Cost $161.01 Unrealized +40.3%
GOOG ALPHABET INC 0.2%
Value $1.277M Shares 4,452 Est. Cost $323.67 Unrealized 0.0%
ROYCE SMALL CAP TRUST INC 0.2%
Value $1.238M Shares 74,571 Est. Cost $16.15 Unrealized
ROYCE MICRO-CAP TR INC 0.2%
Value $1.204M Shares 106,443 Est. Cost $10.44 Unrealized
BLACKROCK CORPOR HI YLD FD I 0.2%
Value $1.158M Shares 135,896 Est. Cost $8.52 Unrealized
CALAMOS LNG SHR EQT DYNAMIC 0.2%
Value $1.152M Shares 84,876 Est. Cost $16.03 Unrealized
ARM ARM HOLDINGS PLC 0.2%
Value $1.149M Shares 7,592 Est. Cost $118.44 Unrealized
CLOUGH GLOBAL OPPORTUNITIES 0.2%
Value $1.107M Shares 198,805 Est. Cost $5.70 Unrealized
DDOG DATADOG INC 0.2%
Value $1.059M Shares 8,972 Est. Cost $105.96 Unrealized +17.0%
BLACKSTONE SENI FLTN RAT 202 0.2%
Value $1.009M Shares 77,909 Est. Cost $13.99 Unrealized
HHH HOWARD HUGHES HOLDINGS INC 0.2%
Value $899K Shares 14,204 Est. Cost $74.62 Unrealized +8.1%
KAYNE ANDERSON ENERGY INFRST 0.2%
Value $871K Shares 60,973 Est. Cost $12.47 Unrealized
BLACKROCK HEALTH SCIENCES TE 0.2%
Value $850K Shares 59,196 Est. Cost $14.66 Unrealized
FS SPECIALTY LENDING FD 0.2%
Value $842K Shares 67,304 Est. Cost $13.23 Unrealized
PANW PALO ALTO NETWORKS INC 0.2%
Value $817K Shares 5,095 Est. Cost $172.15 Unrealized 0.0%
VICR VICOR CORP 0.1%
Value $725K Shares 4,505 Est. Cost $157.11 Unrealized 0.0%
LIBERTY ALL STAR EQUITY FD 0.1%
Value $696K Shares 125,376 Est. Cost $6.25 Unrealized
AVGO BROADCOM INC 0.1%
Value $696K Shares 2,248 Est. Cost $334.17 Unrealized 0.0%
XFLH XFLH CAP CORP 0.1%
Value $691K Shares 70,000 Est. Cost $9.87 Unrealized
MPWR MONOLITHIC PWR SYS INC 0.1%
Value $668K Shares 611 Est. Cost $1104.63 Unrealized 0.0%
HTFL HEARTFLOW INC 0.1%
Value $654K Shares 26,885 Est. Cost $32.19 Unrealized -10.0%
GH GUARDANT HEALTH INC 0.1%
Value $609K Shares 6,596 Est. Cost $107.45 Unrealized 0.0%
ABRDN EMERGING MARKETS EX CH 0.1%
Value $605K Shares 82,992 Est. Cost $6.49 Unrealized
COHEN & STEERS INFRASTRUCTUR 0.1%
Value $594K Shares 22,933 Est. Cost $24.11 Unrealized
CALAMOS STRATEGIC TOTAL RETU 0.1%
Value $570K Shares 33,304 Est. Cost $17.12 Unrealized
SDGR SCHRODINGER INC 0.1%
Value $519K Shares 45,706 Est. Cost $23.95 Unrealized -38.2%
KTWO K2 CAP ACQUISITION CORP 0.1%
Value $494K Shares 50,000 Est. Cost $9.87 Unrealized
OTF BLUE OWL TECHNOLOGY FIN CORP 0.1%
Value $492K Shares 39,713 Est. Cost $13.66 Unrealized -3.8%
RFAM RF ACQUISITION CORP III 0.1%
Value $489K Shares 50,000 Est. Cost $9.78 Unrealized
FSK FS KKR CAP CORP 0.1%
Value $468K Shares 45,999 Est. Cost $14.70 Unrealized -6.1%
FS CREDIT OPPORTUNITIES CORP 0.1%
Value $464K Shares 90,997 Est. Cost $5.10 Unrealized
FIRST TR HIGH YIELD OPPRT 20 0.1%
Value $459K Shares 33,934 Est. Cost $14.43 Unrealized
BLACKROCK MUNIYIELD N Y QUAL 0.1%
Value $399K Shares 41,593 Est. Cost $9.60 Unrealized
CLOUGH GLOBAL DIVID & INCOME 0.1%
Value $385K Shares 65,090 Est. Cost $5.95 Unrealized
OBDC BLUE OWL CAPITAL CORPORATION 0.1%
Value $379K Shares 34,248 Est. Cost $12.03 Unrealized 0.0%
SABA CAPITAL INCOME & OPRNT 0.1%
Value $377K Shares 55,892 Est. Cost $7.00 Unrealized
LKSP LAKE SUPERIOR ACQUISITION CO 0.1%
Value $363K Shares 36,200 Est. Cost $9.99 Unrealized 0.0%
MSDL MORGAN STANLEY DIRECT LENDIN 0.1%
Value $363K Shares 25,985 Est. Cost $16.69 Unrealized -4.0%
CGBD CARLYLE SECURED LENDING INC 0.1%
Value $360K Shares 32,883 Est. Cost $12.20 Unrealized +0.4%
PIMCO INCOME STRATEGY FD II 0.1%
Value $333K Shares 48,268 Est. Cost $7.55 Unrealized
OCSL OAKTREE SPECIALTY LENDING 0.1%
Value $329K Shares 29,133 Est. Cost $13.46 Unrealized -7.9%
DRDB ROMAN DBDR ACQUISITION CORP 0.1%
Value $314K Shares 30,000 Est. Cost $10.47 Unrealized 0.0%
BLACKROCK MULTI SECTOR INC T 0.1%
Value $290K Shares 23,174 Est. Cost $13.23 Unrealized
SSAC SPACSPHERE ACQUISITION CORP 0.1%
Value $257K Shares 26,000 Est. Cost $9.90 Unrealized
ITHA ITHAX ACQUISITION CORP III 0.0%
Value $247K Shares 24,942 Est. Cost $9.90 Unrealized
SPECIAL OPPORTUNITIES FD INC 0.0%
Value $223K Shares 16,208 Est. Cost $15.34 Unrealized
CWEN/A CLEARWAY ENERGY INC 0.0%
Value $207K Shares 5,276 Est. Cost $34.38 Unrealized 0.0%
ARES ARES MANAGEMENT CORPORATION 0.0%
Value $203K Shares 1,861 Est. Cost $154.95 Unrealized -4.1%
LEGT LEGATO MERGER CORP III 0.0%
Value $199K Shares 18,096 Est. Cost $10.73 Unrealized +1.6%
BLACKROCK TECH AND PRIVATE E 0.0%
Value $196K Shares 29,708 Est. Cost $6.59 Unrealized
GRAF GRAF GLOBAL CORP 0.0%
Value $193K Shares 18,048 Est. Cost $10.49 Unrealized +2.1%
FLAHERTY & CRUMRINE PFD INCO 0.0%
Value $190K Shares 21,043 Est. Cost $9.74 Unrealized
PSBD PALMER SQUARE CAPITAL BDC IN 0.0%
Value $188K Shares 19,228 Est. Cost $11.63 Unrealized 0.0%
NUVEEN S&P 500 DYNAMIC OVERW 0.0%
Value $183K Shares 11,381 Est. Cost $16.07 Unrealized
EIC EAGLE POINT INCOME COMPANY I 0.0%
Value $179K Shares 19,011 Est. Cost $10.99 Unrealized
MFS GOVT MKTS INCOME TR 0.0%
Value $178K Shares 60,618 Est. Cost $2.94 Unrealized
GPAT GP-ACT III ACQUISITION CORP 0.0%
Value $174K Shares 16,017 Est. Cost $10.57 Unrealized +1.6%
SOCA SOLARIUS CAPITAL ACQU CORP 0.0%
Value $155K Shares 15,220 Est. Cost $10.08 Unrealized +0.3%
SUMAU SUMA ACQUISITION CORP 0.0%
Value $150K Shares 15,000 Est. Cost $10.02 Unrealized
NPAC NEW PROVIDENCE ACQUISITION C 0.0%
Value $150K Shares 14,600 Est. Cost $10.32 Unrealized 0.0%
LEGO/U LEGATO MERGER CORP IV 0.0%
Value $150K Shares 15,000 Est. Cost $9.98 Unrealized
BIXI BITCOIN INFRASTRUCTURE ACQUI 0.0%
Value $149K Shares 15,000 Est. Cost $9.89 Unrealized 0.0%
AEAQ ACTIVATE ENERGY ACQUISIT COR 0.0%
Value $148K Shares 15,000 Est. Cost $9.89 Unrealized
ZKP LAFAYETTE DIGITAL ACQUISITIO 0.0%
Value $148K Shares 15,000 Est. Cost $9.86 Unrealized
SCII SC II ACQUISITION CORP 0.0%
Value $148K Shares 14,780 Est. Cost $9.98 Unrealized
UAC UNITED ACQUISITION CORP I 0.0%
Value $147K Shares 15,000 Est. Cost $9.80 Unrealized
EVAC EQV VENTURES AC CORP. II 0.0%
Value $146K Shares 14,437 Est. Cost $9.94 Unrealized +1.5%
IGAC INVEST GREEN ACQUISITION COR 0.0%
Value $142K Shares 14,268 Est. Cost $9.92 Unrealized 0.0%
HCAC HALL CHADWICK ACQUISITION CO 0.0%
Value $142K Shares 14,268 Est. Cost $9.93 Unrealized
GIXXU GIGCAPITAL9 CORP 0.0%
Value $115K Shares 11,500 Est. Cost $10.04 Unrealized
MLAAU MOUNTAIN LAKE ACQUISIT CORP 0.0%
Value $114K Shares 11,500 Est. Cost $9.93 Unrealized
NUVEEN REAL ESTATE INCOME FD 0.0%
Value $111K Shares 14,906 Est. Cost $8.13 Unrealized
FMACU FUTURE MONEY ACQUISITION COR 0.0%
Value $99,800 Shares 10,000 Est. Cost $9.98 Unrealized
BHAVU BHAV ACQUISITION CORP 0.0%
Value $99,700 Shares 10,000 Est. Cost $9.97 Unrealized
XCBEU X3 ACQUISITION CORP LTD 0.0%
Value $99,400 Shares 10,000 Est. Cost $9.94 Unrealized
BWIV/U BLUE WTR ACQUISITION CORP IV 0.0%
Value $99,200 Shares 10,000 Est. Cost $9.92 Unrealized
LIBERTY ALL-STAR GROWTH FD I 0.0%
Value $67,887 Shares 14,292 Est. Cost $4.75 Unrealized
TOTAL RETURN SECURITIES FUND 0.0%
Value $63,742 Shares 10,749 Est. Cost $6.22 Unrealized
LEGT/WS LEGATO MERGER CORP III 0.0%
Value $5,013 Shares 10,026 Est. Cost $0.37 Unrealized
AFJKR AIMEI HEALTH TECHNOLOGY CO L 0.0%
Value $4,620 Shares 14,391 Est. Cost $0.30 Unrealized
APADR A PARADISE ACQUISITION CORP 0.0%
Value $4,518 Shares 10,000 Est. Cost $0.16 Unrealized
HCACR HALL CHADWICK ACQUISITION CO 0.0%
Value $3,282 Shares 14,268 Est. Cost $0.23 Unrealized
SCIIR SC II ACQUISITION CORP 0.0%
Value $3,215 Shares 14,780 Est. Cost $0.22 Unrealized
ESHAR ESH ACQUISITION CORP 0.0%
Value $3,200 Shares 19,934 Est. Cost $0.20 Unrealized
SPEGR SILVER PEGASUS ACQUISITION C 0.0%
Value $2,600 Shares 10,001 Est. Cost $0.27 Unrealized
IGACR INVEST GREEN ACQUISITION COR 0.0%
Value $2,426 Shares 14,268 Est. Cost $0.17 Unrealized
RDACR RISING DRAGON ACQUISITION CO 0.0%
Value $1,900 Shares 10,000 Est. Cost $0.20 Unrealized
GRAF/WS GRAF GLOBAL CORP 0.0%
Value $1,299 Shares 10,000 Est. Cost $0.33 Unrealized
UCFIW CN HEALTHY FOOD TECH GROUP C 0.0%
Value $1,106 Shares 12,150 Est. Cost $0.10 Unrealized
KVACW KEEN VISION ACQUISITION CORP 0.0%
Value $314 Shares 10,401 Est. Cost $0.07 Unrealized