CIK: 0001080493
申告総資産額
$13.3億
報告対象四半期: 2026-03-31 · 銘柄数: 232
MARCO INVESTMENT MANAGEMENT LLCは最新の13F報告書で232件の保有を開示しました。申告期間は2026-03-31、保有総時価額は約$13.3億、四半期回転率は16.5%です。
Marco Investment Management LLCが開示している保有銘柄のハーフィンダール集中度指数は 0.021 で、これは約 47 件の均等加重ポジションに相当し、実際の開示銘柄数 232 件を大きく下回ります。この差は、幅広い分散よりも少数の高確信度ポジションに重点を置く戦略であることを示しています。
ポートフォリオ全体のポジションサイズには大きなばらつきがあります（変動係数 1.99）。一部の大きなポジションと、多数の小規模ポジションが混在しています。
直近の報告四半期では、既存の大きなポジションへの積み増し、または大規模な新規ポジション構築のいずれにも明確な偏りは見られませんでした。
増加 SIL
+6572.0% $1778.0万
減少 AVGO
-1.5% -$1353.7万
減少 MSFT
-0.1% -$1004.4万
増加 CAT
-1.8% $869.0万
減少 QCOM
-0.9% -$876.1万
減少 GS
-16.4% -$780.6万
上位200銘柄を表示中（全232銘柄）
| # | ティッカー | 発行体 | 資産子分類 | 比率 | 比率変動 | 持株数変化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AVGO | Broadcom INC | 株式-IT | 7.55% | -0.98% | -1.51% | |
| 2 | AAPL | Apple INC | 株式-IT | 5.20% | -0.29% | +0.89% | |
| 3 | CAT | Caterpillar INC | 株式-資本財 | 3.72% | +0.67% | -1.85% | |
| 4 | JPM | Jpmorgan Chase & Co | 株式-金融 | 3.50% | -0.26% | +1.36% | |
| 5 | COST | Costco Wholesale CORP | 株式-生活必需品 | 3.02% | +0.42% | -0.08% | |
| 6 | KLAC | Kla CORP | 株式-IT | 2.62% | +0.44% | -1.72% | |
| 7 | MSFT | Microsoft CORP | 株式-IT | 2.47% | -0.74% | -0.07% | |
| 8 | GS | Goldman Sachs Group INC | 株式-金融 | 2.43% | -0.58% | -16.35% | |
| 9 | WMT | Walmart INC | 株式-生活必需品 | 2.37% | +0.18% | -3.22% | |
| 10 | ABBV | Abbvie INC | 株式-ヘルスケア | 2.29% | -0.10% | +0.07% | |
| 11 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.10% | -0.17% | +0.02% | |
| 12 | QCOM | Qualcomm INC | 株式-IT | 1.94% | -0.65% | -0.92% | |
| 13 | CI | THE Cigna Group | 株式-ヘルスケア | 1.90% | — | +1.10% | |
| 14 | LOW | Lowe's Cos INC | 株式-一般消費財 | 1.90% | — | -0.02% | |
| 15 | CSCO | Cisco Systems INC | 株式-IT | 1.74% | — | -0.98% | |
| 16 | PANW | Palo Alto Networks INC | 株式-IT | 1.70% | -0.22% | +1.71% | |
| 17 | AXP | American Express Co | 株式-金融 | 1.60% | -0.34% | +0.30% | |
| 18 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.56% | -0.32% | +0.47% | |
| 19 | EPD | Enterprise Products Partners | 株式-エネルギー | 1.51% | +0.23% | -0.11% | |
| 20 | HD | Home Depot INC | 株式-一般消費財 | 1.43% | -0.12% | -3.91% | |
| 21 | GDX | Vaneck Gold Miners ETF | ETF-コモディティ | 1.42% | +0.10% | +0.10% | |
| 22 | SYK | Stryker CORP | 株式-ヘルスケア | 1.40% | -0.08% | +1.09% | |
| 23 | KO | Coca-cola Co/the | 株式-生活必需品 | 1.38% | +0.09% | -2.15% | |
| 24 | SIL | Global X Silver Miners ETF | ETF-コモディティ | 1.36% | +1.34% | +6572.00% | |
| 25 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.30% | — | +0.59% | |
| 26 | ORCL | Oracle CORP | 株式-IT | 1.29% | -0.39% | +1.10% | |
| 27 | NXPI | NXP Semiconductors N.V. | 株式-IT | 1.18% | -0.10% | +0.97% | |
| 28 | AMGN | Amgen INC | 株式-ヘルスケア | 1.16% | +0.09% | -0.23% | |
| 29 | UNP | Union Pacific CORP | 株式-資本財 | 1.11% | — | +1.16% | |
| 30 | COP | Conocophillips | 株式-エネルギー | 1.10% | +0.32% | -0.27% | |
| 31 | PSX | Phillips 66 | 株式-エネルギー | 1.07% | +0.32% | -0.19% | |
| 32 | LYB | LyondellBasell Industries N.V. | 株式-素材 | 1.05% | +0.48% | -1.98% | |
| 33 | LRCXEUR | Lam Research CORP | 株式-IT | 0.96% | +0.19% | -0.84% | |
| 34 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.91% | +0.23% | -5.29% | |
| 35 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.90% | — | +16.61% | |
| 36 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.87% | +0.12% | +0.18% | |
| 37 | HON | Honeywell International INC | 株式-資本財 | 0.86% | +0.12% | -0.99% | |
| 38 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.84% | — | +0.90% | |
| 39 | MTZ | Mastec INC | 株式-資本財 | 0.84% | +0.28% | -0.17% | |
| 40 | NOC | Northrop Grumman CORP | 株式-資本財 | 0.81% | +0.13% | -0.78% | |
| 41 | CRM | Salesforce INC | 株式-IT | 0.80% | -0.30% | +2.76% | |
| 42 | AFL | Aflac INC | 株式-金融 | 0.74% | — | -0.17% | |
| 43 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.64% | — | -0.51% | |
| 44 | NVDA | Nvidia CORP | 株式-IT | 0.62% | — | -0.69% | |
| 45 | MDT | Medtronic plc | 株式-ヘルスケア | 0.61% | — | -0.42% | |
| 46 | LHX | L3harris Technologies INC | 株式-資本財 | 0.61% | +0.09% | -1.19% | |
| 47 | SCHW | Schwab (charles) CORP | 株式-金融 | 0.54% | — | — | |
| 48 | PWR | Quanta Services INC | 株式-資本財 | 0.54% | +0.11% | -3.45% | |
| 49 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.53% | +0.09% | +0.27% | |
| 50 | J | Jacobs Solutions INC | 株式-資本財 | 0.53% | — | -0.05% |
Q3 2026のパフォーマンス
+1.1%
直近4四半期のパフォーマンス
+25.7%
価格取得が可能な保有銘柄（報告価値の83%相当）に基づいています
| 四半期 | 銘柄数 | 時価総額 | 安定性 | 主要銘柄 |
|---|---|---|---|---|
| 2026-03-31 | 232 | $13.3億 | 17 | |
| 2025-12-31 | 228 | $13.3億 | 9 | |
| 2025-09-30 | 222 | $13.1億 | 23 | |
| 2025-06-30 | 220 | $12.0億 | 0 | |
| 2025-03-31 | 214 | $10.8億 | 100 | |
| 2024-12-31 | 223 | $11.6億 | 0 | |
| 2024-09-30 | 227 | $11.6億 | 0 | |
| 2024-06-30 | 209 | $10.8億 | 0 | |
| 2024-03-31 | 209 | $10.6億 | 0 | |
| 2023-12-31 | 205 | $9.8億 | 0 | |
| 2023-09-30 | 193 | $8.7億 | 0 | |
| 2023-06-30 | 206 | $9.3億 | 0 | |
| 2023-03-31 | 197 | $8.9億 | 0 | |
| 2022-12-31 | 199 | $8.6億 | 0 | |
| 2022-09-30 | 188 | $7.9億 | 0 | |
| 2022-06-30 | 198 | $8.6億 | 0 | |
| 2022-03-31 | 210 | $9.9億 | 0 | |
| 2021-12-31 | 221 | $10.2億 | 0 | |
| 2021-09-30 | 213 | $9.1億 | 0 | |
| 2021-06-30 | 208 | $8.6億 | 100 | |
| 2021-03-31 | 197 | $7.7億 | 13 | |
| 2020-12-31 | 190 | $7.0億 | 18 | |
| 2020-09-30 | 175 | $6.1億 | 17 | |
| 2020-06-30 | 164 | $5.5億 | 22 | |
| 2020-03-31 | 157 | $4.7億 | 32 | |
| 2019-12-31 | 176 | $6.4億 | 13 | |
| 2019-09-30 | 171 | $5.9億 | 13 | |
| 2019-06-30 | 179 | $5.6億 | 12 | |
| 2019-03-31 | 176 | $5.4億 | 14 | |
| 2018-12-31 | 171 | $5.0億 | 35 | |
| 2018-09-30 | 191 | $7.0億 | 12 | |
| 2018-06-30 | 183 | $6.5億 | 12 | |
| 2018-03-31 | 179 | $6.4億 | 16 | |
| 2017-12-31 | 177 | $6.6億 | 14 | |
| 2017-09-30 | 183 | $6.4億 | 16 | |
| 2017-06-30 | 175 | $6.1億 | 11 | |
| 2017-03-31 | 177 | $5.9億 | 11 | |
| 2016-12-31 | 184 | $5.7億 | 14 | |
| 2016-09-30 | 180 | $5.6億 | 13 | |
| 2016-06-30 | 178 | $5.4億 | 37 | |
| 2016-03-31 | 183 | $6.9億 | 38 | |
| 2015-12-31 | 186 | $5.4億 | 15 | |
| 2015-09-30 | 185 | $5.1億 | 22 | |
| 2015-06-30 | 195 | $6.0億 | 15 | |
| 2015-03-31 | 193 | $5.8億 | 44 | |
| 2014-12-31 | 193 | $8.0億 | 16 | |
| 2014-09-30 | 182 | $7.2億 | 42 | |
| 2014-06-30 | 178 | $5.2億 | 15 | |
| 2014-03-31 | 174 | $4.8億 | 100 | |
| 2013-12-31 | 176 | $19.0億 | 100 | |
| 2013-09-30 | 172 | $4.4億 | 32 | |
| 2013-06-30 | 144 | $3.5億 | — |
Marco Investment Management LLCの2026-03-31時点における主要なポジション変更： 新規購入: Global X Copper Miners ETF (COPX); 全売却: Exact Sciences CORP (EXK); 全売却: Oklo Class A; 増加: Global X Silver Miners ETF (SIL) — 保有株数 +6572.00%; 減少: Broadcom INC (AVGO) — 保有株数 -1.51%.
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | SIL | Global X Silver Miners ETF | +1.3% | +6572.00% | 増加 |
| 2 | CAT | Caterpillar INC | +0.7% | -1.85% | 減少 |
| 3 | LYB | LyondellBasell Industries N.V. | +0.5% | -1.98% | 減少 |
| 4 | KLAC | Kla CORP | +0.4% | -1.72% | 減少 |
| 5 | COST | Costco Wholesale CORP | +0.4% | -0.08% | 減少 |
| 6 | COP | Conocophillips | +0.3% | -0.27% | 減少 |
| 7 | PSX | Phillips 66 | +0.3% | -0.19% | 減少 |
| 8 | MTZ | Mastec INC | +0.3% | -0.17% | 減少 |
| 9 | EPD | Enterprise Products Partners | +0.2% | -0.11% | 減少 |
| 10 | XOM | Exxon Mobil CORP | +0.2% | -5.29% | 減少 |
| 11 | LRCXEUR | Lam Research CORP | +0.2% | -0.84% | 減少 |
| 12 | WMT | Walmart INC | +0.2% | -3.22% | 減少 |
| 13 | NOC | Northrop Grumman CORP | +0.1% | -0.78% | 減少 |
| 14 | HON | Honeywell International INC | +0.1% | -0.99% | 減少 |
| 15 | MRK | Merck & Co. INC. | +0.1% | +0.18% | 増加 |
| 16 | EOG | Eog Resources INC | +0.1% | +2.10% | 増加 |
| 17 | PWR | Quanta Services INC | +0.1% | -3.45% | 減少 |
| 18 | GDX | Vaneck Gold Miners ETF | +0.1% | +0.10% | 増加 |
| 19 | IVV | Ishares Core S&p 500 ETF | +0.1% | +183.74% | 増加 |
| 20 | LHX | L3harris Technologies INC | +0.1% | -1.19% | 減少 |
| 21 | KO | Coca-cola Co/the | +0.1% | -2.15% | 減少 |
| 22 | JNJ | Johnson & Johnson | +0.1% | +0.27% | 増加 |
| 23 | AMGN | Amgen INC | +0.1% | -0.23% | 減少 |
| 24 | ABT | Abbott Laboratories | -0.1% | +6.04% | 増加 |
| 25 | EXPE | Expedia Group INC | -0.1% | +2.37% | 増加 |
| 26 | CTSH | Cognizant Tech Solutions-a | -0.1% | -4.44% | 減少 |
| 27 | LMT | Lockheed Martin CORP | -0.1% | -84.27% | 減少 |
| 28 | SYK | Stryker CORP | -0.1% | +1.09% | 増加 |
| 29 | DIS | Walt Disney Co/the | -0.1% | -1.89% | 減少 |
| 30 | ABBV | Abbvie INC | -0.1% | +0.07% | 増加 |
| 31 | NXPI | NXP Semiconductors N.V. | -0.1% | +0.97% | 増加 |
| 32 | TSLA | Tesla INC | -0.1% | +1.98% | 増加 |
| 33 | GLD | Spdr Gold Shares | -0.1% | -24.56% | 減少 |
| 34 | HD | Home Depot INC | -0.1% | -3.91% | 減少 |
| 35 | GOOGL | Alphabet Inc-cl A | -0.2% | +0.02% | 増加 |
| 36 | PANW | Palo Alto Networks INC | -0.2% | +1.71% | 増加 |
| 37 | JPM | Jpmorgan Chase & Co | -0.3% | +1.36% | 増加 |
| 38 | AAPL | Apple INC | -0.3% | +0.89% | 増加 |
| 39 | CRM | Salesforce INC | -0.3% | +2.76% | 増加 |
| 40 | UNH | Unitedhealth Group INC | -0.3% | +0.47% | 増加 |
| 41 | AXP | American Express Co | -0.3% | +0.30% | 増加 |
| 42 | AMAT | Applied Materials INC | -0.4% | -94.77% | 減少 |
| 43 | ORCL | Oracle CORP | -0.4% | +1.10% | 増加 |
| 44 | GS | Goldman Sachs Group INC | -0.6% | -16.35% | 減少 |
| 45 | QCOM | Qualcomm INC | -0.7% | -0.92% | 減少 |
| 46 | MSFT | Microsoft CORP | -0.7% | -0.07% | 減少 |
| 47 | AVGO | Broadcom INC | -1% | -1.51% | 減少 |
| 48 | COPX | Global X Copper Miners ETF | — | NEW | 新規購入 |
| 49 | EXK | Exact Sciences CORP | — | EXIT | 全売却 |
| 50 | ✓ | Oklo Class A | — | EXIT | 全売却 |
| 四半期 | 提出日 | 種類 | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-05-08 | 13F-HR | EDGARで見る |
| 2025-12-31 | 2026-02-04 | 13F-HR | EDGARで見る |
| 2025-09-30 | 2025-11-04 | 13F-HR | EDGARで見る |
| 2025-06-30 | 2025-08-06 | 13F-HR | EDGARで見る |
| 2025-03-31 | 2025-05-07 | 13F-HR | EDGARで見る |
| 2024-12-31 | 2025-02-07 | 13F-HR | EDGARで見る |
| 2024-09-30 | 2024-11-12 | 13F-HR | EDGARで見る |
| 2024-06-30 | 2024-08-07 | 13F-HR | EDGARで見る |
| 2024-03-31 | 2024-05-09 | 13F-HR | EDGARで見る |
| 2023-12-31 | 2024-02-05 | 13F-HR | EDGARで見る |
| 2023-09-30 | 2023-11-07 | 13F-HR | EDGARで見る |
| 2023-06-30 | 2023-08-14 | 13F-HR | EDGARで見る |
| 2023-03-31 | 2023-05-11 | 13F-HR | EDGARで見る |
| 2022-12-31 | 2023-02-13 | 13F-HR | EDGARで見る |
| 2022-09-30 | 2022-11-14 | 13F-HR | EDGARで見る |
| 2022-06-30 | 2022-08-05 | 13F-HR | EDGARで見る |
| 2022-03-31 | 2022-05-11 | 13F-HR | EDGARで見る |
| 2021-12-31 | 2022-02-14 | 13F-HR | EDGARで見る |
| 2021-09-30 | 2021-11-10 | 13F-HR | EDGARで見る |
| 2021-06-30 | 2021-08-11 | 13F-HR | EDGARで見る |
| 2021-03-31 | 2021-05-06 | 13F-HR | EDGARで見る |
| 2020-12-31 | 2021-02-11 | 13F-HR | EDGARで見る |
| 2020-09-30 | 2020-10-27 | 13F-HR | EDGARで見る |
| 2020-06-30 | 2020-07-21 | 13F-HR | EDGARで見る |
| 2020-03-31 | 2020-04-17 | 13F-HR | EDGARで見る |
| 2019-12-31 | 2020-02-11 | 13F-HR | EDGARで見る |
| 2019-09-30 | 2019-11-12 | 13F-HR | EDGARで見る |
| 2019-06-30 | 2019-08-06 | 13F-HR | EDGARで見る |
| 2019-03-31 | 2019-05-02 | 13F-HR | EDGARで見る |
| 2018-12-31 | 2019-02-14 | 13F-HR | EDGARで見る |
| 2018-09-30 | 2018-11-09 | 13F-HR | EDGARで見る |
| 2018-06-30 | 2018-08-10 | 13F-HR | EDGARで見る |
| 2018-03-31 | 2018-05-01 | 13F-HR | EDGARで見る |
| 2017-12-31 | 2018-02-15 | 13F-HR | EDGARで見る |
| 2017-09-30 | 2017-11-15 | 修正 | EDGARで見る |
| 2017-09-30 | 2017-11-14 | 13F-HR | EDGARで見る |
| 2017-06-30 | 2017-08-11 | 13F-HR | EDGARで見る |
| 2017-03-31 | 2017-05-12 | 13F-HR | EDGARで見る |
| 2016-12-31 | 2017-02-14 | 13F-HR | EDGARで見る |
| 2016-09-30 | 2016-11-15 | 13F-HR | EDGARで見る |
| 2016-06-30 | 2016-08-10 | 13F-HR | EDGARで見る |
| 2016-03-31 | 2016-05-10 | 13F-HR | EDGARで見る |
| 2015-12-31 | 2016-02-11 | 13F-HR | EDGARで見る |
| 2015-09-30 | 2015-11-13 | 13F-HR | EDGARで見る |
| 2015-06-30 | 2015-08-06 | 13F-HR | EDGARで見る |
| 2015-03-31 | 2015-05-14 | 修正 | EDGARで見る |
| 2015-03-31 | 2015-05-13 | 13F-HR | EDGARで見る |
| 2014-12-31 | 2015-02-12 | 13F-HR | EDGARで見る |
| 2014-09-30 | 2014-10-27 | 13F-HR | EDGARで見る |
| 2014-06-30 | 2014-07-29 | 13F-HR | EDGARで見る |
| 2014-03-31 | 2014-05-09 | 13F-HR | EDGARで見る |
| 2013-12-31 | 2014-02-14 | 13F-HR | EDGARで見る |
| 2013-09-30 | 2013-11-12 | 13F-HR | EDGARで見る |
| 2013-06-30 | 2013-08-15 | 13F-HR | EDGARで見る |
運用資産(AUM)が近い機関
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