MI

Marco Investment Management LLC

Diversified strategyMomentum followerQuality / disciplined sizing

Total reported value

$1.3B

Reporting period: 2026-03-31 · Number of holdings: 232

MARCO INVESTMENT MANAGEMENT LLC disclosed 232 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $1.3B and a quarterly turnover rate of 16.5%.

Personality snowflake

Concentration
8.53
Portfolio Stability
16.55
Momentum/Contrarian
100
Sector conviction
52.71
Diversification
100
Sizing Uniformity
80.09

Recent moves

  • Add SIL

    +6572.0%　$17.8M

  • Trim AVGO

    -1.5%　-$13.5M

  • Trim MSFT

    -0.1%　-$10.0M

  • Add CAT

    -1.8%　$8.7M

  • Trim QCOM

    -0.9%　-$8.8M

  • Trim GS

    -16.4%　-$7.8M

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#TickerIssuerAsset SubclassWeightWeight ChangeShares Change4Q Trend
1AVGOBroadcom INCStock-Tech7.55%-0.98%-1.51%
2AAPLApple INCStock-Tech5.20%-0.29%+0.89%
3CATCaterpillar INCStock-Industrials3.72%+0.67%-1.85%
4JPMJpmorgan Chase & CoStock-Financials3.50%-0.26%+1.36%
5COSTCostco Wholesale CORPStock-Consumer Staples3.02%+0.42%-0.08%
6KLACKla CORPStock-Tech2.62%+0.44%-1.72%
7MSFTMicrosoft CORPStock-Tech2.47%-0.74%-0.07%
8GSGoldman Sachs Group INCStock-Financials2.43%-0.58%-16.35%
9WMTWalmart INCStock-Consumer Staples2.37%+0.18%-3.22%
10ABBVAbbvie INCStock-Healthcare2.29%-0.10%+0.07%
11GOOGLAlphabet Inc-cl AStock-Comm Services2.10%-0.17%+0.02%
12QCOMQualcomm INCStock-Tech1.94%-0.65%-0.92%
13CITHE Cigna GroupStock-Healthcare1.90%—+1.10%
14LOWLowe's Cos INCStock-Consumer Disc1.90%—-0.02%
15CSCOCisco Systems INCStock-Tech1.74%—-0.98%
16PANWPalo Alto Networks INCStock-Tech1.70%-0.22%+1.71%
17AXPAmerican Express CoStock-Financials1.60%-0.34%+0.30%
18UNHUnitedhealth Group INCStock-Healthcare1.56%-0.32%+0.47%
19EPDEnterprise Products PartnersStock-Energy1.51%+0.23%-0.11%
20HDHome Depot INCStock-Consumer Disc1.43%-0.12%-3.91%
21GDXVaneck Gold Miners ETFETF-Commodities1.42%+0.10%+0.10%
22SYKStryker CORPStock-Healthcare1.40%-0.08%+1.09%
23KOCoca-cola Co/theStock-Consumer Staples1.38%+0.09%-2.15%
24SILGlobal X Silver Miners ETFETF-Commodities1.36%+1.34%+6572.00%
25SPYSs Spdr S&p 500 ETF Trust-usETF-Large Cap & Growth1.30%—+0.59%
26ORCLOracle CORPStock-Tech1.29%-0.39%+1.10%
27NXPINXP Semiconductors N.V.Stock-Tech1.18%-0.10%+0.97%
28AMGNAmgen INCStock-Healthcare1.16%+0.09%-0.23%
29UNPUnion Pacific CORPStock-Industrials1.11%—+1.16%
30COPConocophillipsStock-Energy1.10%+0.32%-0.27%
31PSXPhillips 66Stock-Energy1.07%+0.32%-0.19%
32LYBLyondellBasell Industries N.V.Stock-Materials1.05%+0.48%-1.98%
33LRCXEURLam Research CORPStock-Tech0.96%+0.19%-0.84%
34XOMExxon Mobil CORPStock-Energy0.91%+0.23%-5.29%
35AMZNAmazon.com INCStock-Consumer Disc0.90%—+16.61%
36MRKMerck & Co. INC.Stock-Healthcare0.87%+0.12%+0.18%
37HONHoneywell International INCStock-Industrials0.86%+0.12%-0.99%
38UPSUnited Parcel Service-cl BStock-Industrials0.84%—+0.90%
39MTZMastec INCStock-Industrials0.84%+0.28%-0.17%
40NOCNorthrop Grumman CORPStock-Industrials0.81%+0.13%-0.78%
41CRMSalesforce INCStock-Tech0.80%-0.30%+2.76%
42AFLAflac INCStock-Financials0.74%—-0.17%
43PGProcter & Gamble Co/theStock-Consumer Staples0.64%—-0.51%
44NVDANvidia CORPStock-Tech0.62%—-0.69%
45MDTMedtronic plcStock-Healthcare0.61%—-0.42%
46LHXL3harris Technologies INCStock-Industrials0.61%+0.09%-1.19%
47SCHWSchwab (charles) CORPStock-Financials0.54%——
48PWRQuanta Services INCStock-Industrials0.54%+0.11%-3.45%
49JNJJohnson & JohnsonStock-Healthcare0.53%+0.09%+0.27%
50JJacobs Solutions INCStock-Industrials0.53%—-0.05%
1–50 of 232

Holding changes this quarter

Marco Investment Management LLC's most significant position changes for 2026-03-31: New buy: Global X Copper Miners ETF (COPX); Sold out: Exact Sciences CORP (EXK); Sold out: Oklo Class A; Add: Global X Silver Miners ETF (SIL) — shares +6572.00%; Trim: Broadcom INC (AVGO) — shares -1.51%.

Position changes disclosed by Marco Investment Management LLC for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#TickerIssuerWeight ChangeShares ChangeAction
1SILGlobal X Silver Miners ETF+1.3%+6572.00%Add
2CATCaterpillar INC+0.7%-1.85%Trim
3LYBLyondellBasell Industries N.V.+0.5%-1.98%Trim
4KLACKla CORP+0.4%-1.72%Trim
5COSTCostco Wholesale CORP+0.4%-0.08%Trim
6COPConocophillips+0.3%-0.27%Trim
7PSXPhillips 66+0.3%-0.19%Trim
8MTZMastec INC+0.3%-0.17%Trim
9EPDEnterprise Products Partners+0.2%-0.11%Trim
10XOMExxon Mobil CORP+0.2%-5.29%Trim
11LRCXEURLam Research CORP+0.2%-0.84%Trim
12WMTWalmart INC+0.2%-3.22%Trim
13NOCNorthrop Grumman CORP+0.1%-0.78%Trim
14HONHoneywell International INC+0.1%-0.99%Trim
15MRKMerck & Co. INC.+0.1%+0.18%Add
16EOGEog Resources INC+0.1%+2.10%Add
17PWRQuanta Services INC+0.1%-3.45%Trim
18GDXVaneck Gold Miners ETF+0.1%+0.10%Add
19IVVIshares Core S&p 500 ETF+0.1%+183.74%Add
20LHXL3harris Technologies INC+0.1%-1.19%Trim
21KOCoca-cola Co/the+0.1%-2.15%Trim
22JNJJohnson & Johnson+0.1%+0.27%Add
23AMGNAmgen INC+0.1%-0.23%Trim
24ABTAbbott Laboratories-0.1%+6.04%Add
25EXPEExpedia Group INC-0.1%+2.37%Add
26CTSHCognizant Tech Solutions-a-0.1%-4.44%Trim
27LMTLockheed Martin CORP-0.1%-84.27%Trim
28SYKStryker CORP-0.1%+1.09%Add
29DISWalt Disney Co/the-0.1%-1.89%Trim
30ABBVAbbvie INC-0.1%+0.07%Add
31NXPINXP Semiconductors N.V.-0.1%+0.97%Add
32TSLATesla INC-0.1%+1.98%Add
33GLDSpdr Gold Shares-0.1%-24.56%Trim
34HDHome Depot INC-0.1%-3.91%Trim
35GOOGLAlphabet Inc-cl A-0.2%+0.02%Add
36PANWPalo Alto Networks INC-0.2%+1.71%Add
37JPMJpmorgan Chase & Co-0.3%+1.36%Add
38AAPLApple INC-0.3%+0.89%Add
39CRMSalesforce INC-0.3%+2.76%Add
40UNHUnitedhealth Group INC-0.3%+0.47%Add
41AXPAmerican Express Co-0.3%+0.30%Add
42AMATApplied Materials INC-0.4%-94.77%Trim
43ORCLOracle CORP-0.4%+1.10%Add
44GSGoldman Sachs Group INC-0.6%-16.35%Trim
45QCOMQualcomm INC-0.7%-0.92%Trim
46MSFTMicrosoft CORP-0.7%-0.07%Trim
47AVGOBroadcom INC-1%-1.51%Trim
48COPXGlobal X Copper Miners ETF—NEWNew buy
49EXKExact Sciences CORP—EXITSold out
50✓ Oklo Class A—EXITSold out

FAQ

What is Marco Investment Management LLC and what type of investor is it?
Marco Investment Management LLC is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $1.3B, spread across 232 disclosed positions.
What are Marco Investment Management LLC's largest equity positions?
Based on the latest 13F filing, Marco Investment Management LLC's top holdings by market value are: 1. Broadcom INC (AVGO) — $100.0M (7.5%) 2. Apple INC (AAPL) — $68.9M (5.2%) 3. Caterpillar INC (CAT) — $49.3M (3.7%) 4. Jpmorgan Chase & Co (JPM) — $46.4M (3.5%) 5. Costco Wholesale CORP (COST) — $40.1M (3.0%)
What changes did Marco Investment Management LLC make in its most recent portfolio filing?
In the latest reported quarter, Marco Investment Management LLC made 50 notable position adjustments: 1 new positions were initiated, 20 existing holdings were added to, 27 positions were partially reduced, and 2 were completely exited. The largest of these moves: New buy: Global X Copper Miners ETF (COPX); Sold out: Exact Sciences CORP (EXK); Sold out: Oklo Class A; Add: Global X Silver Miners ETF (SIL) — shares +6572.00%; Trim: Broadcom INC (AVGO) — shares -1.51%
What sectors does Marco Investment Management LLC focus on?
Marco Investment Management LLC is concentrated in the following sectors based on its current disclosed equity portfolio: • Information Technology: 33.1% • Health Care: 13.9% • Industrials: 12.4% • Financials: 10.9% • Consumer Staples: 8.7% • Consumer Discretionary: 7.9%