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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F COMBINATION REPORT

TrueMark Investments, LLC

Quarter ended Q1 2025 · Filed April 22, 2025 · Accession 0001376474-25-000365

Total Value
$381.7M
Positions
200
Other Managers
4
Confidential Omitted
No
View on SEC.gov

Holdings (200)

#IssuerTicker / CUSIPSharesValue% of Filing
1VERIZON COMMUNICATIONS INCVZ333,088$15.1M3.96%
2AT&T INCT-PC439,897$12.4M3.26%
3BRITISH AMERN TOB PLC110448107285,343$11.8M3.09%
4ABBVIE INCABBV50,237$10.5M2.76%
5PHILIP MORRIS INTL INC71817210966,089$10.5M2.75%
6ENBRIDGE INCENNPF205,556$9.1M2.39%
7MPLX LPMPLXP138,451$7.4M1.94%
8CME GROUP INCCME25,916$6.9M1.80%
9UNITEDHEALTH GROUP INCUNH12,948$6.8M1.78%
10NEXTERA ENERGY INCNEE-PW93,591$6.6M1.74%
11JOHNSON & JOHNSONJNJ38,542$6.4M1.67%
12CITIGROUP INCC-PR78,305$5.6M1.46%
13PIMCO ETF TR72201R88277,492$5.6M1.45%
14VANGUARD WORLD FD92191070977,457$5.5M1.44%
15NRG ENERGY INCNRG57,317$5.5M1.43%
16UNIVERSAL CORP VAUVV97,210$5.4M1.43%
17CLOROX CO DELCLX36,702$5.4M1.42%
18THE CAMPBELLS COMPANYCPB135,042$5.4M1.41%
19DOLLAR GEN CORP NEW25667710561,276$5.4M1.41%
20PATTERSON COS INC703395103170,208$5.3M1.39%
21GENERAL MLS INC37033410488,671$5.3M1.39%
22FLEXSHARES TRFLEX130,849$5.3M1.38%
23COCA COLA COKO73,589$5.3M1.38%
24MSC INDL DIRECT INC55353010666,526$5.2M1.35%
25FIRST BUSEY CORPBUSEP238,960$5.2M1.35%
26PEPSICO INCPEP34,364$5.2M1.35%
27APA CORPORATIONAPA244,456$5.1M1.35%
28AMERICAN ELEC PWR CO INC02553710146,947$5.1M1.34%
29KENVUE INCKVUE211,025$5.1M1.33%
30AIR PRODS & CHEMS INCAIIR15,925$4.7M1.23%
31GOLDMAN SACHS GROUP INCGSCE8,424$4.6M1.21%
32CHEVRON CORP NEWCVX27,383$4.6M1.20%
33DOMINION ENERGY INCD80,406$4.5M1.18%
34BANK NEW YORK MELLON CORP06405810051,050$4.3M1.12%
35HERSHEY COHSY24,171$4.1M1.08%
36INVESCO EXCH TRADED FD TR IIIVZ280,134$4.0M1.06%
37KINDER MORGAN INC DELEP-PC138,567$4.0M1.04%
38WABASH NATL CORP929566107345,515$3.8M1.00%
39CRH PLCCRH43,052$3.8M0.99%
40VANECK ETF TRUST92189F411224,919$3.8M0.99%
41PENNANTPARK FLOATING RATE CAPFLT310,616$3.5M0.91%
42PENNYMAC MTG INVT TR70931T103212,023$3.1M0.81%
43CROWDSTRIKE HLDGS INCCRWD8,441$3.0M0.78%
44LISTED FD TR53656F74897,617$3.0M0.78%
45GENUINE PARTS COGPC24,047$2.9M0.75%
46ORACLE CORPORCL-PD20,091$2.8M0.74%
47LISTED FD TR53656F69873,351$2.8M0.73%
48GSK PLCGLAXF70,262$2.7M0.71%
49PFIZER INCPFE107,123$2.7M0.71%
50PETROLEO BRASILEIRO SA PETRO71654V408186,776$2.7M0.70%
51HSBC HLDGS PLCHBCYF45,544$2.6M0.69%
52LISTED FD TR53656F68066,399$2.6M0.68%
53HORIZON TECHNOLOGY FIN CORPHTFC272,512$2.6M0.67%
54NVIDIA CORPORATIONNVDA23,516$2.5M0.67%
55CLOUDFLARE INCNET21,993$2.5M0.65%
56LISTED FD TR53656F76371,898$2.4M0.63%
57DYNEX CAP INCDX-PC183,360$2.4M0.63%
58PROSPECT CAP CORPPSEC-PA564,932$2.3M0.61%
59ALIBABA GROUP HLDG LTDBBAAY16,896$2.2M0.59%
60SAMSARA INCIOT57,689$2.2M0.58%
61LISTED FD TR53656F75565,049$2.2M0.57%
62LISTED FD TR53656F71453,856$2.0M0.52%
63LISTED FD TR53656F79768,138$2.0M0.52%
64UNITED PARCEL SERVICE INCUPS17,858$2.0M0.51%
65UBS GROUP AGUBS63,956$2.0M0.51%
66PROCTER AND GAMBLE CO74271810911,438$1.9M0.51%
67ASML HOLDING N VASMLF2,940$1.9M0.51%
68TAIWAN SEMICONDUCTOR MFG LTD87403910011,510$1.9M0.50%
69LISTED FD TR53656F67249,372$1.8M0.46%
70SSGA ACTIVE ETF TR78467V60842,654$1.8M0.46%
71ELEVATION SERIES TRUST21032250970,416$1.7M0.46%
72SNOWFLAKE INCSNOW11,919$1.7M0.46%
73ELASTIC N VESTC18,828$1.7M0.44%
74COLGATE PALMOLIVE COCL16,737$1.6M0.41%
75LISTED FD TR53656F73047,360$1.6M0.41%
76RIO TINTO PLCRTNTF25,853$1.6M0.41%
77BANCO SANTANDER S.A.BCDRF229,409$1.5M0.40%
78AMAZON COM INCAMZN8,056$1.5M0.40%
79LISTED FD TR53656F72236,586$1.4M0.36%
80ISHARES U S ETF TR46431W60616,036$1.4M0.36%
81TOTALENERGIES SETTE20,789$1.3M0.35%
82ELI LILLY & COLLY1,625$1.3M0.35%
83ELEVATION SERIES TRUST21032240053,186$1.3M0.35%
84BROADCOM INCAVGO7,889$1.3M0.35%
85ETFIS SER TR I26923G82262,152$1.3M0.35%
86ZSCALER INCZS6,284$1.2M0.33%
87ADVANCED MICRO DEVICES INCAMD11,928$1.2M0.32%
88LISTED FD TR53656F77141,572$1.2M0.31%
89DATADOG INCDDOG11,950$1.2M0.31%
90UNILEVER PLCUNLYF19,792$1.2M0.31%
91MONGODB INCMDB6,419$1.1M0.30%
92SENTINELONE INCS58,972$1.1M0.28%
93SUNCOR ENERGY INC NEWSU27,472$1.1M0.28%
94PGIM ETF TR69344A10719,968$993,0090.26%
95LISTED FD TR53656F66424,737$992,1570.26%
96SERVICENOW INCNOW1,123$894,0650.23%
97SPDR SER TR78468R60637,405$876,0250.23%
98NATERA INCNTRA6,036$853,5510.22%
99NOVO-NORDISK A SNONOF11,312$785,5050.21%
100PIMCO ETF TR72201R7837,819$732,3280.19%
101J P MORGAN EXCHANGE TRADED F46641Q67015,437$726,1560.19%
102ARM HOLDINGS PLC0420682056,644$709,5130.19%
103BARCLAYS PLCBCLYF45,682$701,6760.18%
104NOVARTIS AGNVSEF6,275$699,5370.18%
105STRUCTURE THERAPEUTICS INCGPCR39,217$678,8460.18%
106SCHRODINGER INCSDGR34,366$678,3850.18%
107FRESENIUS MEDICAL CARE AGFMCQF27,107$674,9640.18%
108ROYAL BK CDA7800871025,270$594,0340.16%
109FIRST TR EXCHANGE-TRADED FD33738D30912,711$580,2570.15%
110COGENT COMMUNICATIONS HLDGSCCOI8,982$550,6860.14%
111INVESCO EXCHANGE TRADED FD TIVZ5,766$527,7620.14%
112VANECK ETF TRUST92189F6925,579$508,4140.13%
113VANGUARD WORLD FD92204A3063,916$507,9440.13%
114WINMARK CORPWINA1,533$487,2950.13%
115INVESCO EXCH TRADED FD TR IIIVZ23,406$484,5040.13%
116SELECT SECTOR SPDR TR81369Y5065,142$480,5200.13%
117DEVON ENERGY CORP NEW25179M10312,237$457,6640.12%
118AMGEN INCAMGN1,328$413,7380.11%
119AMPLIFY ETF TR0321084099,232$376,3890.10%
120WISDOMTREE TRWT7,418$373,3480.10%
121B & G FOODS INC NEWBGS54,008$371,0350.10%
122VANGUARD WELLINGTON FD9219355082,439$370,0210.10%
123WILLIS TOWERS WATSON PLC LTDWTW1,078$364,3100.10%
124ARES CAPITAL CORPARCC15,889$352,1000.09%
125SAP SESAPGF1,280$343,6030.09%
126INVESCO EXCH TRADED FD TR IIIVZ3,225$340,3500.09%
127ISHARES TR4642898594,382$335,2230.09%
128ISHARES TR4642874323,528$321,1540.08%
129NORTHROP GRUMMAN CORPNOC621$317,9580.08%
130SPARTANNASH CO84721510015,151$306,9590.08%
131BOISE CASCADE CO DELBCC3,094$303,4900.08%
132SIXTH STREET SPECIALTY LENDITSLX13,535$302,9130.08%
133CELANESE CORP DELCE5,161$292,9900.08%
134PACCAR INCPCAR2,996$291,7210.08%
135OKTA INCOKTA2,712$285,3570.07%
136VIRTU FINL INC9282541017,378$281,2490.07%
137SOCIEDAD QUIMICA Y MINERA DE8336351056,998$278,0310.07%
138DBX ETF TR2330511435,360$270,3050.07%
139CHURCH & DWIGHT CO INCCHD2,392$263,3350.07%
140ABCELLERA BIOLOGICS INCABCL115,391$257,3220.07%
141TRACTOR SUPPLY COTSCO4,657$256,6010.07%
142HOULIHAN LOKEY INCHLI1,584$255,8160.07%
143ISHARES TR46434V8605,024$254,5160.07%
144SPDR SER TR78464A6728,878$253,7330.07%
145OMEGA HEALTHCARE INVS INC6819361006,549$249,3860.07%
146MARATHON PETE CORPMARA1,704$248,2560.07%
147WISDOMTREE TRWT11,013$246,1410.06%
148SSGA ACTIVE ETF TR78467V7075,818$236,5020.06%
149LINDE PLCLIN502$233,7510.06%
150FIDUS INVT CORP31650010711,462$233,7100.06%
151ZOETIS INCZTS1,385$228,0400.06%
152FIRST TR EXCHANGE-TRADED FD33738D60610,535$226,5030.06%
153FOUR LEAF ACQUISITION CORP35088F10719,934$225,6530.06%
154COSTCO WHSL CORP NEW22160K105234$221,3130.06%
155COTERRA ENERGY INCCTRA7,457$215,5070.06%
156SPARK I ACQUISITION CORPSPKLW19,934$215,4870.06%
157TRAILBLAZER MERGER CORP ITBMC19,088$214,9310.06%
158JPMORGAN CHASE & CO.VYLD867$212,6750.06%
159NISOURCE INCNI5,247$210,3520.06%
160LEGATO MERGER CORP IIILEGT-WT20,052$210,3450.06%
161SPDR SER TR78468R5561,591$209,5510.05%
162BLACK HAWK ACQUISITION CORPBKHAU19,755$208,2180.05%
163ARES ACQUISITION CORP IIG3303310418,471$205,9520.05%
164FLEXSHARES TRFLEX2,722$205,7290.05%
165OLIN CORPOLN8,476$205,4580.05%
166GRAF GLOBAL CORPGRAF-WT20,000$204,8000.05%
167CVB FINL CORP12660010510,904$201,2880.05%
168GENCO SHIPPING & TRADING LTDGNK14,512$193,8800.05%
169GP-ACT III ACQUISITION CORPGPATW17,748$183,3370.05%
170GOLUB CAP BDC INC38173M10211,157$168,9170.04%
171JVSPAC ACQUISITION CORPG5212E10514,218$151,8480.04%
172AES CORPAES11,533$143,2400.04%
173COLOMBIER ACQUISITION CORP ICLBR-WT12,813$136,4580.04%
174RELAY THERAPEUTICS INCRLAY51,536$135,0240.04%
175ARDMORE SHIPPING CORPASC13,192$129,1500.03%
176IRON HORSE ACQUISITIONS CORPUCFIW12,150$127,4540.03%
177M3BRIGADE ACQUISITION V CORPG6321210710,000$102,7000.03%
178ALDEL FINL II INCG0155811610,000$102,5000.03%
179RISING DRAGON ACQUISITION CORDACU10,000$101,9000.03%
180LAUNCH TWO ACQUISITION CORP.LPBBW10,000$101,2000.03%
181FACT II ACQUISITION CORPFACTW10,000$101,1500.03%
182HENNESSY CAP INVT CORP VIIG4405D12310,000$100,7000.03%
183DYNAMIX CORPETHMW10,000$99,5000.03%
184BUKIT JALIL GBL ACQUISITIONG1676M12119,934$5,1810.00%
185OAK WOODS ACQUISITION CORP67190B12019,934$4,9850.00%
186GLOBAL LIGHTS ACQUISITION COG3937F11920,802$4,5810.00%
187IRON HORSE ACQUISITIONS CORP46283712112,150$4,5560.00%
188TRAILBLAZER MERGER CORP ITBMC19,088$4,4860.00%
189AIMEI HEALTH TECHNOLOGY CO LAFJKU14,391$4,4610.00%
190JVSPAC ACQUISITION CORPG5212E11314,218$4,0770.00%
191AI TRANSN ACQUISITION CORPG0149010419,934$3,2790.00%
192ARES ACQUISITION CORP IIG3303312010,085$2,9250.00%
193ESH ACQUISITION CORPESHAR19,934$2,2970.00%
194LEGATO MERGER CORP IIILEGT-WT10,026$2,2400.00%
195GRAF GLOBAL CORPGRAF-WT10,000$1,8000.00%
196RISING DRAGON ACQUISITION CORDACU10,000$1,8000.00%
197FOUR LEAF ACQUISITION CORP35088F11519,934$8610.00%
198OAK WOODS ACQUISITION CORP67190B11219,934$6980.00%
199IRON HORSE ACQUISITIONS CORPUCFIW12,150$4250.00%
200KEEN VISION ACQUISITION CORPKVACW10,401$3340.00%