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Home > Institutional Investor > Truemark Investments, Llc > Profile

Instuitional Investor - Truemark Investments, Llc

Fund Profile
Filing Period:
Fund Name: Truemark Investments, Llc
Portfolio Value $100,580,301
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Unitedhealth Group Inc
 UNH 6,263 $3,297,282 3.27%
2.
Verizon Communications Inc
 VZ 82,955 $3,127,404 3.1%
3.
Nextera Energy Inc
 NEE 47,638 $2,893,532 2.87%
4.
British American Tobacco Plc
 BTI 98,325 $2,879,939 2.86%
5.
American Electric Power Co Inc
 AEP 35,211 $2,859,837 2.84%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)