TrueMark Investments, LLC Q4 2024 Filing

Filed February 12, 2025

Portfolio Value

$313.3B

Holdings

179

Report Date

Q4 2024

Filing Type

13F-HR

All Holdings (179 positions)

#StockSharesValue% PortfolioType
1
ENBENBRIDGE INC
185,621$7.9B2.51%
2
BACVERIZON COMMUNICATIONS INC
193,781$7.7B2.47%
3
BMTABRITISH AMERN TOB PLC
186,257$6.8B2.16%
4
4I1PHILIP MORRIS INTL INC
50,263$6.0B1.93%
5
ORCLORACLE CORP
34,603$5.8B1.84%
6
SBRSABINE RTY TR
88,303$5.7B1.83%
7
GNLGLOBAL NET LEASE INC
766,419$5.6B1.79%
8
CLMCORNERSTONE STRATEGIC INVEST
647,416$5.6B1.78%
9
OWLBLUE OWL CAPITAL INC
236,402$5.5B1.76%
10
INSWINTERNATIONAL SEAWAYS INC
152,698$5.5B1.75%
11
CLXCLOROX CO DEL
33,709$5.5B1.75%
12
MPLXMPLX LP
112,695$5.4B1.72%
13
ABBVABBVIE INC
29,751$5.3B1.69%
14
TCPCBLACKROCK TCP CAPITAL CORP
604,833$5.3B1.68%
15
DACDANAOS CORPORATION
65,485$5.2B1.67%
16
FSKFS KKR CAP CORP
240,645$5.2B1.67%
17
UNHUNITEDHEALTH GROUP INC
10,260$5.2B1.66%
18
DDSDILLARDS INC
11,783$5.1B1.62%
19
AVGOBROADCOM INC
21,904$5.1B1.62%
20
OXLCLOXFORD LANE CAP CORP
998,125$5.1B1.62%
21
JNJJOHNSON & JOHNSON
34,807$5.0B1.61%
22
TRVCCITIGROUP INC
70,745$5.0B1.59%
23
PEPPEPSICO INC
30,825$4.7B1.50%
24
UPSUNITED PARCEL SERVICE INC
36,895$4.7B1.48%
25
CRFCORNERSTONE TOTAL RETURN FD
534,692$4.6B1.48%
26
NEENEXTERA ENERGY INC
64,570$4.6B1.48%
27
TSLXSIXTH STREET SPECIALTY LENDI
217,155$4.6B1.48%
28
APDAIR PRODS & CHEMS INC
14,395$4.2B1.33%
29
KOCOCA COLA CO
66,479$4.1B1.32%
30
KVUEKENVUE INC
190,595$4.1B1.30%
31
NRANRG ENERGY INC
43,984$4.0B1.27%
32
AEPAMERICAN ELEC PWR CO INC
42,770$3.9B1.26%
33
QYLDGLOBAL X FDS
215,151$3.9B1.25%
34
DDOMINION ENERGY INC
71,641$3.9B1.23%
35
HSYHERSHEY CO
22,292$3.8B1.20%
36
NVDANVIDIA CORPORATION
27,920$3.7B1.20%
37
RHCRH PLC
38,912$3.6B1.15%
38
CVXCHEVRON CORP NEW
24,728$3.6B1.14%
39
KMIKINDER MORGAN INC DEL
125,250$3.4B1.10%
40
SRESEMPRA
38,678$3.4B1.08%
41
GSGOLDMAN SACHS GROUP INC
5,740$3.3B1.05%
42
DKSDICKS SPORTING GOODS INC
13,645$3.1B1.00%
43
CRWDCROWDSTRIKE HLDGS INC
9,071$3.1B0.99%
44
PFEPFIZER INC
108,970$2.9B0.92%
45
GBDCGOLUB CAP BDC INC
183,394$2.8B0.89%
46
COSTCOSTCO WHSL CORP NEW
3,032$2.8B0.89%
47
IOTSAMSARA INC
62,017$2.7B0.86%
48
TAT&T INC
118,463$2.7B0.86%
49
XIFRNEXTERA ENERGY PARTNERS LP
144,456$2.6B0.82%
50
GOFGUGGENHEIM STRATEGIC OPPORTU
167,173$2.6B0.81%
51
NETCLOUDFLARE INC
23,637$2.5B0.81%
52
GPCGENUINE PARTS CO
21,752$2.5B0.81%
53
WSOWATSCO INC
5,231$2.5B0.79%
54
GISGENERAL MLS INC
35,561$2.3B0.72%
55
PSECPROSPECT CAP CORP
501,917$2.2B0.69%
56
ORCORCHID IS CAP INC
269,613$2.1B0.67%
57
GILDGILEAD SCIENCES INC
21,717$2.0B0.64%
58
ESTCELASTIC N V
20,236$2.0B0.64%
59
SNOWSNOWFLAKE INC
12,811$2.0B0.63%
60
ABRARBOR REALTY TRUST INC
142,085$2.0B0.63%
61
AMZNAMAZON COM INC
8,656$1.9B0.61%
62
HRZNHORIZON TECHNOLOGY FIN CORP
209,378$1.9B0.60%
63
FTQIFIRST TR EXCHANGE-TRADED FD
89,796$1.9B0.60%
64
DDOGDATADOG INC
12,836$1.8B0.59%
65
TRGPTARGA RES CORP
10,149$1.8B0.58%
66
BKLNINVESCO EXCH TRADED FD TR II
85,502$1.8B0.58%
67
DHTDHT HOLDINGS INC
187,819$1.7B0.56%
68
FDUSFIDUS INVT CORP
77,795$1.6B0.52%
69
UVVUNIVERSAL CORP VA
29,729$1.6B0.52%
70
AMDADVANCED MICRO DEVICES INC
12,820$1.5B0.49%
71
NATNORDIC AMERICAN TANKERS LIMI
598,688$1.5B0.48%
72
XAODXABRDN TOTAL DYNAMIC DIVIDEND
173,797$1.5B0.47%
73
DYT1DYNEX CAP INC
114,515$1.4B0.46%
74
RCREADY CAPITAL CORP
211,778$1.4B0.46%
75
SSENTINELONE INC
63,344$1.4B0.45%
76
ECCEAGLE POINT CREDIT COMPANY I
157,967$1.4B0.45%
77
LLYELI LILLY & CO
1,745$1.3B0.43%
78
LENLENNAR CORP
9,757$1.3B0.42%
79
MDBMONGODB INC
5,629$1.3B0.42%
80
NOWSERVICENOW INC
1,203$1.3B0.41%
81
SRJSPARTANNASH CO
67,588$1.2B0.40%
82
ZSZSCALER INC
6,750$1.2B0.39%
83
TBLLINVESCO EXCH TRADED FD TR II
11,246$1.2B0.38%
84
ACPABRDN INCOME CREDIT STRATEGI
195,163$1.2B0.37%
85
GPCRSTRUCTURE THERAPEUTICS INC
42,127$1.1B0.36%
86
USFRWISDOMTREE TR
22,597$1.1B0.36%
87
AGNCAGNC INVT CORP
120,685$1.1B0.35%
88
TFLOISHARES TR
21,672$1.1B0.35%
89
NVONOVO-NORDISK A S
12,156$1.0B0.33%
90
PDIPIMCO DYNAMIC INCOME FD
50,126$919.3M0.29%
91
MBLYMOBILEYE GLOBAL INC
41,206$820.8M0.26%
92
FTSLFIRST TR EXCHANGE-TRADED FD
17,663$816.7M0.26%
93
FCTFIRST TR SR FLTG RATE INCOME
74,533$771.4M0.25%
94
GLADGLADSTONE CAPITAL CORP
25,926$737.3M0.24%
95
SDGRSCHRODINGER INC
36,946$712.7M0.23%
96
OKTAOKTA INC
8,737$688.5M0.22%
97
TWOTWO HBRS INVT CORP
54,605$646.0M0.21%
98
RABROOKFIELD REAL ASSETS INCOM
47,873$637.7M0.20%
99
BILSPDR SER TR
5,991$547.8M0.17%
100
VRIGINVESCO ACTIVELY MANAGED EXC
21,602$542.5M0.17%
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