MARCO INVESTMENT MANAGEMENT LLC

CIK

1080493

Location

ATLANTA, GA

Portfolio Value

Mid $1,242,901,461

Diversification

Diversified

Filing Date

Global Rank

#1,318 / 8,232 ▲ 99

Top Industry

Semiconductors 14.0%

3Y Alpha vs SPY

-1.1%

Period ended 2 months ago

Filed May 8, 2026 · 37d

25 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+71.5%

SPY

+76.3%

Annualised alpha

-1.1%

Max drawdown

−19.3%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

194 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

8.0%

−0.8 pts

Top 5

24.5%

−0.5 pts

Top 10

37.5%

−0.9 pts

HHI

236

Diversified−16

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	31.7%	$393,470,035	30
Healthcare	13.8%	$171,669,477	26
Industrials	12.3%	$152,543,031	33
Financial Services	10.8%	$134,247,089	22
Consumer Defensive	8.6%	$106,289,836	14
Consumer Cyclical	7.8%	$96,375,193	18
Energy	6.0%	$75,084,626	17
Communication Services	3.7%	$46,022,027	7
Unclassified	2.3%	$28,006,226	3
Basic Materials	2.0%	$24,746,195	15
Utilities	0.6%	$7,550,783	6
Real Estate	0.6%	$6,896,943	3

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
MP	MP Materials Corp. / DE	+8,600	45,100	$2,176,526
BMY	Bristol Myers Squibb Co	+8,325	34,278	$2,078,960
AMZN	Amazon Com Inc	+8,157	57,271	$11,927,831
ABT	Abbott Laboratories	+3,675	64,549	$6,627,245
PYPL	PayPal Holdings, Inc.	+3,380	55,968	$2,531,432
AAPL	Apple Inc.	+2,400	271,388	$68,875,560
PANW	Palo Alto Networks Inc	+2,375	140,880	$22,585,881
JPM	Jpmorgan Chase & Co	+2,115	157,713	$46,392,856
OKLO	Oklo Inc.	+1,600	14,625	$725,253
CRM	Salesforce, Inc.	+1,522	56,726	$10,589,042
ORCL	Oracle Corp	+1,260	116,319	$17,111,688
META	Meta Platforms, Inc.	+1,126	11,391	$6,517,132
RTX	RTX Corp	+1,108	15,166	$2,925,521
DRI	Darden Restaurants Inc	+1,050	11,725	$2,298,569
CI	Cigna Group	+1,027	94,500	$25,207,875
UPS	United Parcel Service Inc	+1,015	113,583	$11,174,295
NXPI	NXP Semiconductors N.V.	+760	79,474	$15,645,251
DGII	Digi International Inc	+750	5,900	$284,380
EOG	Eog Resources Inc	+735	35,800	$5,175,606
UNP	Union Pacific Corp	+690	60,406	$14,655,703
CWST	Casella Waste Systems Inc	+660	4,010	$318,153
MMSI	Merit Medical Systems Inc	+640	3,140	$216,440
SYK	Stryker Corp	+613	56,637	$18,610,351
PM	Philip Morris International Inc.	+600	3,825	$632,425
ET	Energy Transfer LP	+572	38,907	$750,905
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
AMAT	Applied Materials Inc /De	−20,000	1,103	$376,994
INMD	InMode Ltd.	−9,500	18,900	$258,552
WMT	Walmart Inc.	−8,409	253,071	$31,451,663
GS	Goldman Sachs Group Inc	−7,449	38,109	$32,239,832
GPN	Global Payments Inc	−5,280	38,192	$2,570,321
KO	Coca Cola Co	−5,275	240,152	$18,263,559
GLD	Spdr Gold Trust	−4,996	15,346	$6,603,230
AVGO	Broadcom Inc.	−4,945	323,187	$100,029,608
PFE	Pfizer Inc	−4,384	134,125	$3,766,230
XOM	Exxon Mobil Corp	−3,966	70,948	$12,037,037
LYB	LyondellBasell Industries N.V.	−3,475	172,009	$13,857,045
VZ	Verizon Communications Inc	−3,224	84,110	$4,222,322
CSCO	Cisco Systems, Inc.	−2,936	297,564	$23,087,990
INTC	Intel Corp	−2,900	117,851	$5,200,764
MGA	Magna International Inc	−2,795	56,425	$3,149,079
BAC	Bank Of America Corp /De/	−2,712	88,687	$4,323,491
HD	Home Depot, Inc.	−2,342	57,563	$18,931,895
LMT	Lockheed Martin Corp	−2,094	391	$236,316
CSX	Csx Corp	−2,050	39,138	$1,606,614
QCOM	Qualcomm Inc/De	−1,853	199,774	$25,726,895
CTSH	Cognizant Technology Solutions Corp	−1,800	38,700	$2,374,245
SBUX	Starbucks Corp	−1,597	29,807	$2,670,409
O	Realty Income Corp	−1,570	59,883	$3,663,641
CAT	Caterpillar Inc	−1,310	69,625	$49,326,527
MRVL	Marvell Technology, Inc.	−1,200	68,700	$6,804,735
No positions match the current search.

New Positions

Positions the filer opened this quarter

7 positions

Ticker	Company	Shares	Value
SPXX	Nuveen S&P 500 Dynamic Overwrite Fund	28,801	$462,832
MS	Morgan Stanley	2,125	$349,711
LMAT	Lemaitre Vascular Inc	2,905	$317,138
GLW	Corning Inc /Ny	2,186	$297,230
SITE	SiteOne Landscape Supply, Inc.	1,670	$222,293
BP	Bp PLC	4,260	$200,220
STVN	Stevanato Group S.p.A.	13,325	$183,218
No positions match the current search.

Sold Out

Positions the filer fully exited

5 positions

Ticker	Company	Shares	Value
EXAS	EXACT SCIENCES CORP	47,753	$4,849,794
BXMX	Nuveen S&P 500 BuyWrite Income Fund	34,300	$504,210
EXPO	Exponent Inc	3,075	$213,589
RGEN	Repligen Corp	1,255	$205,644
CCC	CCC Intelligent Solutions Holdings Inc.	16,300	$129,585
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

194 positions · $1,242,901,461 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 194 positions by value · page 1 of 4

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AVGO	Broadcom Inc. Technology	Reduced	323,187	-4,945	$100,029,608	−11.9%	8.05%
AAPL	Apple Inc. Technology	Added	271,388	+2,400	$68,875,560	−5.8%	5.54%
CAT	Caterpillar Inc Industrials	Reduced	69,625	-1,310	$49,326,527	+21.4%	3.97%
JPM	Jpmorgan Chase & Co Financial Services	Added	157,713	+2,115	$46,392,856	−7.5%	3.73%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	40,207	-31	$40,063,461	+15.5%	3.22%
KLAC	Kla Corp Technology	Reduced	23,534	-413	$34,651,696	+19.1%	2.79%
MSFT	Microsoft Corp Technology	Reduced	88,264	-63	$32,672,684	−23.5%	2.63%
GS	Goldman Sachs Group Inc Financial Services	Reduced	38,109	-7,449	$32,239,832	−19.5%	2.59%
WMT	Walmart Inc. Consumer Defensive	Reduced	253,071	-8,409	$31,451,663	+8.0%	2.53%
ABBV	AbbVie Inc. Healthcare	Added	139,533	+94	$30,347,032	−4.8%	2.44%
GOOGL	Alphabet Inc. Communication Services	Added	96,637	+21	$27,788,935	−8.1%	2.24%
QCOM	Qualcomm Inc/De Technology	Reduced	199,774	-1,853	$25,726,895	−25.4%	2.07%
CI	Cigna Group Healthcare	Added	94,500	+1,027	$25,207,875	−2.0%	2.03%
LOW	Lowes Companies Inc Consumer Cyclical	Reduced	106,558	-20	$25,177,524	−2.0%	2.03%
CSCO	Cisco Systems, Inc. Technology	Reduced	297,564	-2,936	$23,087,990	−0.3%	1.86%
PANW	Palo Alto Networks Inc Technology	Added	140,880	+2,375	$22,585,881	−11.5%	1.82%
AXP	American Express Co Financial Services	Added	69,953	+210	$21,159,383	−18.0%	1.70%
UNH	Unitedhealth Group Inc Healthcare	Added	76,378	+355	$20,667,123	−17.6%	1.66%
EPD	Enterprise Products Partners L.P. Energy	Reduced	529,681	-560	$20,043,129	+17.9%	1.61%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	57,563	-2,342	$18,931,895	−8.2%	1.52%
SYK	Stryker Corp Healthcare	Added	56,637	+613	$18,610,351	−5.5%	1.50%
KO	Coca Cola Co Consumer Defensive	Reduced	240,152	-5,275	$18,263,559	+6.4%	1.47%
SPY	Spdr S&P 500 ETF Trust	Added	26,516	+156	$17,244,415	−4.1%	1.39%
ORCL	Oracle Corp Technology	Added	116,319	+1,260	$17,111,688	−23.7%	1.38%
NXPI	NXP Semiconductors N.V. Technology	Added	79,474	+760	$15,645,251	−8.4%	1.26%
AMGN	Amgen Inc Healthcare	Reduced	43,519	-101	$15,312,160	+7.2%	1.23%
UNP	Union Pacific Corp Industrials	Added	60,406	+690	$14,655,703	+6.1%	1.18%
COP	Conocophillips Energy	Reduced	110,869	-301	$14,634,708	+40.6%	1.18%
PSX	Phillips 66 Energy	Reduced	77,511	-145	$14,120,953	+40.9%	1.14%
LYB	LyondellBasell Industries N.V. Basic Materials	Reduced	172,009	-3,475	$13,857,045	+82.4%	1.11%
XOM	Exxon Mobil Corp Energy	Reduced	70,948	-3,966	$12,037,037	+33.5%	0.97%
AMZN	Amazon Com Inc Consumer Cyclical	Added	57,271	+8,157	$11,927,831	+5.2%	0.96%
MRK	Merck & Co., Inc. Healthcare	Added	95,705	+175	$11,512,354	+14.5%	0.93%
HON	Honeywell International Inc Industrials	Reduced	50,338	-502	$11,377,898	+14.7%	0.92%
UPS	United Parcel Service Inc Industrials	Added	113,583	+1,015	$11,174,295	+0.1%	0.90%
MTZ	Mastec Inc Industrials	Reduced	34,565	-60	$11,120,943	+47.8%	0.89%
NOC	Northrop Grumman Corp /De/ Industrials	Reduced	15,809	-124	$10,785,532	+18.7%	0.87%
CRM	Salesforce, Inc. Technology	Added	56,726	+1,522	$10,589,042	−27.6%	0.85%
AFL	Aflac Inc Financial Services	Reduced	89,928	-150	$9,866,000	−0.7%	0.79%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	58,934	-305	$8,512,426	+0.3%	0.68%
NVDA	Nvidia Corp Technology	Reduced	46,886	-326	$8,176,918	−7.1%	0.66%
MDT	Medtronic plc Healthcare	Reduced	93,753	-400	$8,123,697	−10.2%	0.65%
LHX	L3harris Technologies, Inc. /De/ Industrials	Reduced	23,432	-283	$8,087,554	+16.2%	0.65%
SCHW	Schwab Charles Corp Financial Services	Held	76,689	0	$7,207,232	−5.9%	0.58%
PWR	Quanta Services, Inc. Industrials	Reduced	13,074	-467	$7,177,887	+25.6%	0.58%
JNJ	Johnson & Johnson Healthcare	Added	28,716	+76	$7,019,339	+18.4%	0.56%
J	Jacobs Solutions Inc. Industrials	Reduced	54,820	-25	$6,977,489	−4.0%	0.56%
MRVL	Marvell Technology, Inc. Technology	Reduced	68,700	-1,200	$6,804,735	+14.6%	0.55%
TSLA	Tesla, Inc. Consumer Cyclical	Added	17,996	+349	$6,690,013	−15.7%	0.54%
AZO	Autozone Inc Consumer Cyclical	Reduced	1,979	-19	$6,684,626	−1.4%	0.54%