MARCO INVESTMENT MANAGEMENT LLC
Filing Date
Global Rank
#1,561
/ 8,578
▲ 3
Top Industry
Semiconductors
14.0%
3Y Alpha vs SPY
-1.7%
Period ended 3 months ago
Filed May 8, 2026 · 38d
25 quarters · since Mar 2020
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+70.3%
SPY
+77.5%
Annualised alpha
-1.7%
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, 2025Top 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 |
|---|---|---|
| Technology | 31.7% | $393,470,035 |
| Healthcare | 13.8% | $171,669,477 |
| Industrials | 12.3% | $152,543,031 |
| Financial Services | 10.8% | $134,247,089 |
| Consumer Defensive | 8.6% | $106,289,836 |
| Consumer Cyclical | 7.8% | $96,375,193 |
| Energy | 6.0% | $75,084,626 |
| Communication Services | 3.7% | $46,022,027 |
| Unclassified | 2.3% | $28,006,226 |
| Basic Materials | 2.0% | $24,746,195 |
| Utilities | 0.6% | $7,550,783 |
| Real Estate | 0.6% | $6,896,943 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| 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 | Open |
|---|---|---|---|---|---|
| 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 | Open |
|---|---|---|---|---|
| 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
22 positions ·
$134,247,089 total
· Financial Services only
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 157,713 | $46,392,856 | 34.56% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
Reduced | 38,109 | $32,239,832 | 24.02% | |
| AXP |
American Express Co
Financial Services
|
Added | 69,953 | $21,159,383 | 15.76% | |
| AFL |
Aflac Inc
Financial Services
|
Reduced | 89,928 | $9,866,000 | 7.35% | |
| SCHW |
Schwab Charles Corp
Financial Services
|
Held | 76,689 | $7,207,232 | 5.37% | |
| BAC |
Bank Of America Corp /De/
Financial Services
|
Reduced | 88,687 | $4,323,491 | 3.22% | |
| WFC |
Wells Fargo & Company/Mn
Financial Services
|
Reduced | 35,251 | $2,806,332 | 2.09% | |
| PYPL |
PayPal Holdings, Inc.
Financial Services
|
Added | 55,968 | $2,531,432 | 1.89% | |
| TFC |
Truist Financial Corp
Financial Services
|
Held | 40,681 | $1,870,105 | 1.39% | |
| C |
Citigroup Inc
Financial Services
|
Held | 8,579 | $972,944 | 0.72% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Reduced | 1,826 | $875,019 | 0.65% | |
| TRV |
Travelers Companies, Inc.
Financial Services
|
Reduced | 1,929 | $562,650 | 0.42% | |
| SPXX |
Nuveen S&P 500 Dynamic Overwrite Fund
Financial Services
|
NEW | 28,801 | $462,832 | 0.34% | |
| V |
Visa Inc.
Financial Services
|
Added | 1,462 | $441,874 | 0.33% | |
| USB |
US Bancorp De
Financial Services
|
Held | 8,427 | $438,288 | 0.33% | |
| BNY |
Bank of New York Mellon Corp
Financial Services
|
Held | 3,127 | $370,956 | 0.28% | |
| MS |
Morgan Stanley
Financial Services
|
NEW | 2,125 | $349,711 | 0.26% | |
| UVE |
Universal Insurance Holdings, Inc.
Financial Services
|
Held | 10,000 | $341,600 | 0.25% | |
| COF |
Capital One Financial Corp
Financial Services
|
Held | 1,585 | $289,151 | 0.22% | |
| MA |
Mastercard Inc
Financial Services
|
Reduced | 547 | $273,314 | 0.20% | |
| BX |
Blackstone Inc.
Financial Services
|
Held | 2,256 | $259,417 | 0.19% | |
| SPGI |
S&P Global Inc.
Financial Services
|
Held | 500 | $212,670 | 0.16% |