MARCO INVESTMENT MANAGEMENT LLC
Registered adviserRegulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
| Rosters | Regulatory AUM | Main clients |
|---|---|---|
| Jul 2026 to Oct 2026 | $1,766,627,795 | Individuals and high net worth (81%) |
| Apr 2026 to Jun 2026 | $1,771,253,776 | Individuals and high net worth (80%) |
| Dec 2025 to Mar 2026 | $1,726,524,716 | Individuals and high net worth (80%) |
| Apr 2025 to Sep 2025 | $1,561,855,720 | Individuals and high net worth (80%) |
| Mar 2024 to Mar 2025 | $1,337,378,640 | Individuals and high net worth (79%) |
| May 2023 to Feb 2024 | $1,197,992,121 | Individuals and high net worth (80%) |
Portfolio style
Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.
Closest benchmark: the S&P 500 as of 2026-06-30, active share 61.0%; sector active share 16.2% against the combined 13F book's sector weights.
Over time 26 measured quarters
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
245 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Portfolio Trend
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 36.4% | $542,518,407 |
| Healthcare | 12.8% | $190,789,732 |
| Industrials | 12.4% | $184,443,860 |
| Financial Services | 10.2% | $151,169,479 |
| Consumer Defensive | 6.9% | $102,141,234 |
| Consumer Cyclical | 6.6% | $98,259,302 |
| Energy | 4.4% | $64,987,465 |
| Unclassified | 4.3% | $63,320,618 |
| Communication Services | 3.7% | $54,917,868 |
| Basic Materials | 1.4% | $21,222,726 |
| Utilities | 0.6% | $8,194,573 |
| Real Estate | 0.5% | $7,208,950 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| KLAC | Kla Corp | +195,486 | 219,020 | $66,080,524 | |
| VUG | VANGUARD GROWTH INDEX FUND | +25,907 | 31,102 | $2,679,126 | |
| LYB | LyondellBasell Industries N.V. | +18,700 | 190,709 | $10,040,828 | |
| OKLO | Oklo Inc. | +14,675 | 29,300 | $1,533,269 | |
| ET | Energy Transfer LP | +2,664 | 41,571 | $0 | |
| J | Jacobs Solutions Inc. | +2,240 | 57,060 | $7,189,560 | |
| CRM | Salesforce, Inc. | +2,186 | 58,912 | $9,229,153 | |
| BKNG | Booking Holdings Inc. | +1,248 | 1,300 | $231,712 | |
| VZ | Verizon Communications Inc | +1,245 | 85,355 | $3,613,930 | |
| UNP | Union Pacific Corp | +1,050 | 61,456 | $16,716,032 | |
| COP | Conocophillips | +850 | 111,719 | $11,614,307 | |
| SYK | Stryker Corp | +834 | 57,471 | $18,094,169 | |
| TJX | Tjx Companies Inc | +625 | 28,638 | $4,338,657 | |
| DLR | Digital Realty Trust, Inc. | +600 | 17,050 | $3,061,839 | |
| DSGX | Descartes Systems Group Inc | +500 | 3,450 | $238,878 | |
| HD | Home Depot, Inc. | +417 | 57,980 | $20,448,386 | |
| RSP | Victory Portfolios II | +397 | 14,785 | $3,145,804 | |
| MMSI | Merit Medical Systems Inc | +325 | 3,465 | $240,263 | |
| LMAT | Lemaitre Vascular Inc | +300 | 3,205 | $307,551 | |
| CI | Cigna Group | +275 | 94,775 | $26,127,572 | |
| SHEL | Shell plc | +251 | 4,123 | $319,697 | |
| DRI | Darden Restaurants Inc | +215 | 11,940 | $2,459,759 | |
| FSV | FirstService Corp | +175 | 2,110 | $299,852 | |
| PG | PROCTER & GAMBLE Co | +175 | 59,109 | $8,667,743 | |
| LLY | ELI LILLY & Co | +170 | 2,149 | $2,577,575 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| HON | Honeywell International Inc | −25,399 | 24,939 | $5,583,842 | |
| UAMY | United States Antimony Corp | −15,000 | 20,000 | $145,200 | |
| AVGO | Broadcom Inc. | −12,546 | 310,641 | $117,344,637 | |
| LRCX | Lam Research Corp | −9,100 | 50,270 | $21,783,499 | |
| MRVL | Marvell Technology, Inc. | −8,700 | 60,000 | $17,873,400 | |
| DD | DuPont de Nemours, Inc. | −8,518 | 4,245 | $575,791 | |
| AAPL | Apple Inc. | −8,289 | 263,099 | $76,130,326 | |
| NVDA | Nvidia Corp | −6,686 | 40,200 | $8,043,618 | |
| CSCO | Cisco Systems, Inc. | −6,074 | 291,490 | $34,238,415 | |
| CTSH | Cognizant Technology Solutions Corp | −5,300 | 33,400 | $1,293,582 | |
| KO | Coca Cola Co | −4,986 | 235,166 | $19,111,940 | |
| PYPL | PayPal Holdings, Inc. | −3,300 | 52,668 | $2,274,204 | |
| QCOM | Qualcomm Inc | −3,051 | 196,723 | $36,352,443 | |
| CAT | Caterpillar Inc | −2,370 | 67,255 | $71,619,849 | |
| INTC | Intel Corp | −2,068 | 115,783 | $16,166,780 | |
| XLF | State Street Corp | −2,000 | 27,539 | $1,476,365 | |
| AMZN | Amazon Com Inc | −1,997 | 55,274 | $13,174,005 | |
| EPD | Enterprise Products Partners L.P. | −1,768 | 527,913 | $19,406,081 | |
| PSX | Phillips 66 | −1,550 | 75,961 | $12,841,207 | |
| AFL | Aflac Inc | −1,550 | 88,378 | $10,362,320 | |
| GPN | Global Payments Inc | −1,525 | 36,667 | $2,660,557 | |
| CVS | CVS HEALTH Corp | −1,500 | 72,621 | $7,512,642 | |
| GOOGL | Alphabet Inc. | −1,381 | 95,256 | $34,041,636 | |
| O | Realty Income Corp | −1,050 | 58,833 | $3,645,292 | |
| MDT | Medtronic plc | −875 | 92,878 | $7,265,845 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| HONA | Honeywell Aerospace Inc. | 24,939 | $5,513,514 | |
| SPCX | Space Exploration Technologies Corp | 8,555 | $1,461,707 | |
| AMTM | Amentum Holdings, Inc. | 31,391 | $648,851 | |
| SIMO | Silicon Motion Technology CORP | 1,700 | $566,661 | |
| GMED | Globus Medical Inc | 6,950 | $549,119 | |
| MRCY | Mercury Systems Inc | 2,655 | $324,786 | |
| ASML | Asml Holding NV | 136 | $270,563 | |
| AAON | Aaon, Inc. | 1,959 | $248,518 | |
| RGEN | Repligen Corp | 1,675 | $228,537 | |
| HLIO | Helios Technologies, Inc. | 2,557 | $228,212 | |
| FSS | Federal Signal Corp | 1,680 | $215,863 | |
| SSO | ProShares Ultra S&P500 | 3,197 | $215,413 | |
| VCEL | Vericel Corp | 4,750 | $211,327 | |
| SPXC | SPX Technologies, Inc. | 860 | $210,846 | |
| XLI | State Street(R) Industrial Select Sector SPDR(R) ETF | 1,114 | $206,346 | |
| EXR | Extra Space Storage Inc. | 1,390 | $201,967 | |
| ITOT | iShares Core S&P Total U.S. Stock Market ETF | 1,403 | $0 | |
| ITA | iShares U.S. Aerospace & Defense ETF | 900 | $0 | |
| No positions match the current search. | ||||
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AVGO |
Broadcom Inc.
Technology
|
Reduced | 310,641 | $117,344,637 | 7.88% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 263,099 | $76,130,326 | 5.11% | |
| CAT |
Caterpillar Inc
Industrials
|
Reduced | 67,255 | $71,619,849 | 4.81% | |
| KLAC |
Kla Corp
Technology
|
Added | 219,020 | $66,080,524 | 4.44% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 157,783 | $51,647,109 | 3.47% | |
| PANW |
Palo Alto Networks Inc
Technology
|
Reduced | 140,085 | $47,771,786 | 3.21% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
Reduced | 37,844 | $38,274,286 | 2.57% | |
| COST |
Costco Wholesale Corp
Consumer Defensive
|
Reduced | 39,988 | $37,407,574 | 2.51% | |
| QCOM |
Qualcomm Inc
Technology
|
Reduced | 196,723 | $36,352,443 | 2.44% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Added | 139,569 | $35,121,143 | 2.36% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Reduced | 291,490 | $34,238,415 | 2.30% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 95,256 | $34,041,636 | 2.29% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 87,587 | $32,671,702 | 2.19% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
Reduced | 76,363 | $31,738,753 | 2.13% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Reduced | 252,796 | $28,631,674 | 1.92% | |
| CI |
Cigna Group
Healthcare
|
Added | 94,775 | $26,127,572 | 1.75% | |
| LOW |
Lowes Companies Inc
Consumer Cyclical
|
Reduced | 106,538 | $23,490,563 | 1.58% | |
| AXP |
American Express Co
Financial Services
|
Reduced | 69,403 | $23,475,564 | 1.58% | |
| NXPI |
NXP Semiconductors N.V.
Technology
|
Reduced | 79,065 | $22,219,636 | 1.49% | |
| LRCX |
Lam Research Corp
Technology
|
Reduced | 50,270 | $21,783,499 | 1.46% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Added | 57,980 | $20,448,386 | 1.37% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Added | 26,581 | $19,849,893 | 1.33% | |
| EPD |
Enterprise Products Partners L.P.
Energy
|
Reduced | 527,913 | $19,406,081 | 1.30% | |
| KO |
Coca Cola Co
Consumer Defensive
|
Reduced | 235,166 | $19,111,940 | 1.28% | |
| SYK |
Stryker Corp
Healthcare
|
Added | 57,471 | $18,094,169 | 1.22% | |
| MRVL |
Marvell Technology, Inc.
Technology
|
Reduced | 60,000 | $17,873,400 | 1.20% | |
| ORCL |
Oracle Corp
Technology
|
Added | 116,324 | $17,047,282 | 1.14% | |
| UNP |
Union Pacific Corp
Industrials
|
Added | 61,456 | $16,716,032 | 1.12% | |
| INTC |
Intel Corp
Technology
|
Reduced | 115,783 | $16,166,780 | 1.09% | |
| AMGN |
Amgen Inc
Healthcare
|
Reduced | 43,180 | $15,636,341 | 1.05% | |
| GDX |
VanEck Gold Miners ETF
|
Added | 204,721 | $15,446,199 | 1.04% | |
| MTZ |
Mastec Inc
Industrials
|
Reduced | 34,015 | $14,152,280 | 0.95% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 55,274 | $13,174,005 | 0.88% | |
| PSX |
Phillips 66
Energy
|
Reduced | 75,961 | $12,841,207 | 0.86% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
Reduced | 95,255 | $12,240,267 | 0.82% | |
| UPS |
United Parcel Service Inc
Industrials
|
Reduced | 113,428 | $12,193,510 | 0.82% | |
| COP |
Conocophillips
Energy
|
Added | 111,719 | $11,614,307 | 0.78% | |
| AFL |
Aflac Inc
Financial Services
|
Reduced | 88,378 | $10,362,320 | 0.70% | |
| LYB |
LyondellBasell Industries N.V.
Basic Materials
|
Added | 190,709 | $10,040,828 | 0.67% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
Reduced | 70,825 | $9,683,194 | 0.65% | |
| CRM |
Salesforce, Inc.
Technology
|
Added | 58,912 | $9,229,153 | 0.62% | |
| PWR |
Quanta Services, Inc.
Industrials
|
Reduced | 12,807 | $9,221,552 | 0.62% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Added | 59,109 | $8,667,743 | 0.58% | |
| NOC |
Northrop Grumman Corp
Industrials
|
Added | 15,811 | $8,052,700 | 0.54% | |
| NVDA |
Nvidia Corp
Technology
|
Reduced | 40,200 | $8,043,618 | 0.54% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Reduced | 17,981 | $7,562,808 | 0.51% | |
| CVS |
CVS HEALTH Corp
Healthcare
|
Reduced | 72,621 | $7,512,642 | 0.50% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Added | 28,817 | $7,318,653 | 0.49% | |
| MDT |
Medtronic plc
Healthcare
|
Reduced | 92,878 | $7,265,845 | 0.49% | |
| J |
Jacobs Solutions Inc.
Industrials
|
Added | 57,060 | $7,189,560 | 0.48% |
Showing the top 50 of 245 positions. Create a free account to see every position, past quarters, search, filters and CSV export.
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.