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Kyle Bubeck

Truemark Investments, Llc

Assets Managed
$513.725M
Holdings
167
Last Quarter
2026 - Q1
Filed Date
22d ago
Growth Rate
-1.86%(2Q avg: -5.44%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Truemark Investments, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 167 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 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 513.725M in assets, with a quarterly growth rate of -1.86% and a 2-quarter average growth rate of -5.44%. The portfolio is managed by Kyle Bubeck, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SPSB
Spdr Port Shrt Trm Corp Bnd
Recent Activity
Increased 10.44%
3.28%
$16.801M
558,724 shares@ $30.08 avg price
CVX
Chevron Corp
Recent Activity
Increased 123.62%
3.11%
$15.972M
77,198 shares@ $206.9 avg price
VZ
Verizon Communications Inc
Recent Activity
Increased 6.29%
2.81%
$14.422M
287,287 shares@ $50.2 avg price
PM
Philip Morris International
Recent Activity
Decreased -0.41%
2.74%
$14.059M
85,031 shares@ $165.35 avg price
MPLX
Mplx Lp
Recent Activity
Increased 6.33%
2.58%
$13.23M
231,817 shares@ $57.07 avg price
BTI
British American Tob-sp Adr
Recent Activity
Increased 29.82%
2.56%
$13.144M
224,796 shares@ $58.47 avg price
NEE
Nextera Energy Inc
Recent Activity
Decreased -5.7%
2.31%
$11.837M
127,445 shares@ $92.89 avg price
OCTZ
Trueshares Struc Outcome Oct
Recent Activity
Increased 42.78%
2.2%
$11.263M
274,021 shares@ $41.11 avg price
DECZ
Trueshares Struc Out Dec Etf
Recent Activity
Increased 34.07%
2.12%
$10.849M
279,404 shares@ $38.83 avg price
JNJ
Johnson & Johnson
Recent Activity
Increased 6.32%
2.11%
$10.804M
44,200 shares@ $244.44 avg price

1-10 of 167