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TrueMark Investments, LLC
TrueMark Investments, LLC is an institution based in Chicago, IL led by Michael Norman Loukas, reporting $761.8M in AUM as of Q3 2025 with QBER as the largest holding (2% allocation).
CEOMichael Norman Loukas
- Portfolio Value
- $574.7M
- Positions
- 184
- Top Holding
- QBER at 2.35%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in TrueMark Investments, LLC's portfolio (18% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Unknown Unknown | $13.5M | 2.35% | +$10.4M Bought | — 548.0K shares | |
Tobacco Consumer Defensive | $12.5M | 2.18% | +$697.9K Bought | 0.00% 77.2K shares | |
Telecommunications Services Communication Services | $11.0M | 1.92% | -$4.0M Sold | 0.01% 251.0K shares | |
Oil & Gas Midstream Energy | $10.1M | 1.76% | +$2.6M Bought | 0.02% 202.5K shares | |
Oil & Gas Midstream Energy | $9.7M | 1.68% | +$676.9K Bought | 0.01% 191.8K shares | |
ETF ETF | $9.5M | 1.65% | +$2.0M Bought | — 224.3K shares | |
Regulated Electric Utilities | $9.4M | 1.64% | +$1.7M Bought | 0.01% 124.8K shares | |
ETF ETF | $9.3M | 1.63% | +$4.0M Bought | — 217.3K shares | |
Banks - Diversified Financial Services | $9.2M | 1.61% | -$372.9K Sold | 0.00% 91.1K shares | |
ETF ETF | $9.2M | 1.60% | +$6.0M Bought | — 226.0K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in TrueMark Investments, LLC's latest filing
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Market Value
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for TrueMark Investments, LLC
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