Latest MARCO INVESTMENT MANAGEMENT LLC Stock Portfolio

MARCO INVESTMENT MANAGEMENT LLC Performance:

2025 Q4: 1.9%YTD: 16.32%2024: 11.38%

Performance for 2025 Q4 is 1.9%, and YTD is 16.32%, and 2024 is 11.38%.

About MARCO INVESTMENT MANAGEMENT LLC and 13F Hedge Fund Stock Holdings

On 2026-02-04, the fund reported it's updated stock portfolio. In the 13F Holdings report, MARCO INVESTMENT MANAGEMENT LLC reported an equity portfolio of $1.3 Billions as of 31 Dec, 2025.

The top stock holdings of MARCO INVESTMENT MANAGEMENT LLC are AVGO, AAPL, JPM. The fund has invested 8.5% of it's portfolio in BROADCOM INC and 5.5% of portfolio in APPLE INC.

The fund managers got completely rid off TOTALENERGIES SE, CONSTELLATION BRANDS INC (STZ) and INTERNATIONAL FLAVORS&FRAGRA (IFF) stocks. They significantly reduced their stock positions in OKLO INC (ALCC), MOSAIC CO NEW (MOS) and CITIGROUP INC (C). MARCO INVESTMENT MANAGEMENT LLC opened new stock positions in MP MATERIALS CORP (MP), TOTALENERGIES SE and BRINKER INTL INC (EAT). The fund showed a lot of confidence in some stocks as they added substantially to NETFLIX INC (NFLX), LOCKHEED MARTIN CORP (LMT) and SELECT SECTOR SPDR TR (XLB).

MARCO INVESTMENT MANAGEMENT LLC Annual Return Estimates Vs S&P 500

Our best estimate is that MARCO INVESTMENT MANAGEMENT LLC made a return of 1.9% in the last quarter. In trailing 12 months, it's portfolio return was 16.32%.

Performance
S&P 500

New Buys

Ticker	$ Bought
mp materials corp	1,843,980
totalenergies se	1,259,990
qnity electronics inc	560,282
solstice advanced matls inc	499,548
ge vernova inc	490,831
brinker intl inc	365,976
global x fds	250,560
fedex corp	235,710

New stocks bought by MARCO INVESTMENT MANAGEMENT LLC

Additions

Ticker	% Inc.
netflix inc	1,357
lockheed martin corp	512
select sector spdr tr	100
select sector spdr tr	100
select sector spdr tr	99.79
intuitive surgical inc	10.16
mastec inc	9.56
acuity brands inc	8.71

Additions to existing portfolio by MARCO INVESTMENT MANAGEMENT LLC

Reductions

Ticker	% Reduced
oklo inc	-13.77
mosaic co new	-10.97
citigroup inc	-10.44
dow inc	-9.39
bristol-myers squibb co	-8.79
apa corporation	-7.46
coca cola co	-7.36
rpm intl inc	-6.05

MARCO INVESTMENT MANAGEMENT LLC reduced stake in above stock

Sold off

Ticker	$ Sold
totalenergies se	-1,167,480
stevanato group s p a	-239,990
constellation brands inc	-800,748
international flavors&fragra	-278,469
mercury sys inc	-205,497
aaon inc	-243,785
lemaitre vascular inc	-203,898
pentair plc	-210,444

MARCO INVESTMENT MANAGEMENT LLC got rid off the above stocks

Sector Distribution

MARCO INVESTMENT MANAGEMENT LLC has about 34.1% of it's holdings in Technology sector.

Sector	%
Technology	34.1
Healthcare	13.6
Financial Services	11.4
Industrials	10
Consumer Defensive	7.3
Consumer Cyclical	7.3
Others	6.3
Energy	4.1
Communication Services	3.9
Basic Materials	1.1

Market Cap. Distribution

MARCO INVESTMENT MANAGEMENT LLC has about 92.5% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
LARGE-CAP	47.2
MEGA-CAP	45.3
UNALLOCATED	6.3

Stocks belong to which Index?

About 90.3% of the stocks held by MARCO INVESTMENT MANAGEMENT LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
S&P 500	90.3
Others	9.5

Top 5 Winners (%)		%
EXAS	exact sciences corp	83.9 %
MU	micron technology inc	70.6 %
LLY	eli lilly & co	40.4 %
EXPE	expedia group inc	32.4 %
AMD	advanced micro devices inc	32.1 %

Top 5 Winners ($)		$
CAT	caterpillar inc	6.8 M
GOOG	alphabet inc	6.8 M
AVGO	broadcom inc	5.4 M
AAPL	apple inc	4.6 M
GS	goldman sachs group inc	3.8 M

Top 5 Losers (%)		%
NFLX	netflix inc	-86.3 %
DD	dupont de nemours inc	-47.4 %
XLB	select sector spdr tr	-43.0 %
XLB	select sector spdr tr	-42.8 %
XLB	select sector spdr tr	-41.8 %

Top 5 Losers ($)		$
ORCL	oracle corp	-9.9 M
HD	home depot inc	-3.6 M
NFLX	netflix inc	-3.0 M
MSFT	microsoft corp	-3.0 M
PANW	palo alto networks inc	-2.7 M

MARCO INVESTMENT MANAGEMENT LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of MARCO INVESTMENT MANAGEMENT LLC

MARCO INVESTMENT MANAGEMENT LLC has 227 stocks in it's portfolio. About 36.9% of the portfolio is in top 10 stocks. ORCL proved to be the most loss making stock for the portfolio. CAT was the most profitable stock for MARCO INVESTMENT MANAGEMENT LLC last quarter.

Last Reported on: 04 Feb, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAON	aaon inc	0.00	0.00	0.00	sold off	-100

AAPL	apple inc	5.49	268,988	73,127,100	reduced	-0.61

AAXJ	ishares tr	0.02	2,000	257,660	unchanged	0.00

AAXJ	ishares tr	0.02	3,500	249,935	unchanged	0.00

ABBV	abbvie inc	2.39	139,439	31,860,400	reduced	-1.23

ABT	abbott labs	0.57	60,874	7,626,900	reduced	-0.86

ACN	accenture plc ireland	0.20	10,138	2,720,020	unchanged	0.00

ADP	automatic data processing in	0.03	1,408	362,180	unchanged	0.00

AEP	american elec pwr co inc	0.02	2,007	231,427	reduced	-2.76

AFK	vaneck etf trust	1.32	204,508	17,540,700	added	0.00

AFL	aflac inc	0.75	90,078	9,932,900	reduced	-1.1

AGCO	agco corp	0.10	13,100	1,366,590	unchanged	0.00

AGNG	global x fds	0.02	3,000	250,560	new

ALCC	oklo inc	0.07	13,025	934,674	reduced	-13.77

AMAT	applied matls inc	0.41	21,103	5,423,260	unchanged	0.00

AMD	advanced micro devices inc	0.49	30,342	6,498,040	added	1.34

AMGN	amgen inc	1.07	43,620	14,277,300	reduced	-0.69

AMZN	amazon com inc	0.85	49,114	11,336,500	added	7.41

APA	apa corporation	0.09	49,692	1,215,470	reduced	-7.46

AVGO	broadcom inc	8.53	328,132	113,566,000	reduced	-3.43