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Kyle Bubeck

@Truemark Investments, Llc

Latest period2024 - Q3ReportedManaged Assets$311.643MTotal holdings239
Assets growth rate6.55%Assets growth rate (2-Q avg)87.47%Continuous growth in asset value3 quarters

Portfolio positions

This chart displays the top 10 holdings in Truemark Investments, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 239 positions.

Assets under management

The assets under management (AUM) of Truemark Investments, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 3 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 311.643M in assets, with a quarterly growth rate of 6.55% and a 2-quarter average growth rate of 87.47%. The portfolio is managed by Kyle Bubeck, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
CMBTEuronav Nv
Recent Activity
Exited
0%
$4.238M
256,223 shares@ $16.54 avg price
AESAes Corp
Recent Activity
Exited
0%
$2.717M
154,646 shares@ $17.57 avg price
TSMTaiwan Semiconductor Mfg Ltd
Recent Activity
Exited
0%
$2.434M
14,003 shares@ $173.81 avg price
ARRArmour Residential Reit Inc
Recent Activity
Exited
0%
$1.692M
87,296 shares@ $19.38 avg price
ACIAlbertsons Cos Inc
Recent Activity
Exited
0%
$1.675M
84,814 shares@ $19.76 avg price
RILYB. Riley Financial Inc
Recent Activity
Exited
0%
$1.197M
67,838 shares@ $17.64 avg price
NYCBNew York Cmnty Bancorp Inc
Recent Activity
Exited
0%
$1.173M
364,167 shares@ $3.23 avg price
HRBBlock H & R Inc
Recent Activity
Exited
0%
$293,601
5,414 shares@ $54.23 avg price
KKellanova
Recent Activity
Exited
0%
$263,771
4,573 shares@ $57.69 avg price
GODNGolden Star Acquisition Corp
Recent Activity
Exited
0%
$245,095
22,652 shares@ $10.83 avg price