TRADEMARK FINANCIAL MANAGEMENT, LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | MSFT | 5K | $1.79M |
 | AMZN | 4K | $868.49K |
 | NVDA | 3K | $551.45K |
 | XOM | 3K | $486.08K |
 | AAPL | 2K | $619.70K |
 | ROK | 803 | $288.18K |
 | COST | 778 | $775.63K |
Microsoft Corporation
MSFT
Shares Held
5K
Value
$1.79M
Amazon.com, Inc.
AMZN
Shares Held
4K
Value
$868.49K
NVIDIA Corporation
NVDA
Shares Held
3K
Value
$551.45K
Exxon Mobil Corporation
XOM
Shares Held
3K
Value
$486.08K
Apple Inc.
AAPL
Shares Held
2K
Value
$619.70K
Rockwell Automation, Inc.
ROK
Shares Held
803
Value
$288.18K
Costco Wholesale Corporation
COST
Shares Held
778
Value
$775.63K