Latest MARCO INVESTMENT MANAGEMENT LLC Stock Portfolio

$1.33Billion– No. of Holdings #231

MARCO INVESTMENT MANAGEMENT LLC Performance:

2026 Q1: -0.88%YTD: -0.88%2025: 17.05%

Performance for 2026 Q1 is -0.88%, and YTD is -0.88%, and 2025 is 17.05%.

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

On 2026-05-08, 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 Mar, 2026.

The top stock holdings of MARCO INVESTMENT MANAGEMENT LLC are AVGO, AAPL, CAT. The fund has invested 7.6% of it's portfolio in BROADCOM INC and 5.2% of portfolio in APPLE INC.

The fund managers got completely rid off EXACT SCIENCES CORP (EXAS), NUVEEN S&P 500 BUY-WRITE INC and EXPONENT INC (EXPO) stocks. They significantly reduced their stock positions in APPLIED MATLS INC (AMAT), LOCKHEED MARTIN CORP (LMT) and INMODE LTD (INMD). MARCO INVESTMENT MANAGEMENT LLC opened new stock positions in GLOBAL X FDS (AGNG), NUVEEN S&P 500 DYNAMIC OVERW and ISHARES TR (IJR). The fund showed a lot of confidence in some stocks as they added substantially to GLOBAL X FDS (AGNG), ISHARES TR (IJR) and FIRSTSERVICE CORP NEW (FSV).

MARCO INVESTMENT MANAGEMENT LLC Equity Portfolio Value

Last Reported on: 08 May, 2026

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

Our best estimate is that MARCO INVESTMENT MANAGEMENT LLC made a return of -0.88% in the last quarter. In trailing 12 months, it's portfolio return was 20.51%.

Performance
S&P 500

New Buys

Ticker	$ Bought
global x fds	6,443,940
nuveen s&p 500 dynamic overw	462,832
ishares tr	353,040
morgan stanley	349,711
lemaitre vascular inc	317,139
corning inc	297,230
ishares tr	226,416
siteone landscape supply inc	222,294

New stocks bought by MARCO INVESTMENT MANAGEMENT LLC

Additions

Ticker	% Inc.
global x fds	6,572
ishares tr	183
firstservice corp new	38.71
bristol-myers squibb co	32.08
merit med sys inc	25.6
mp materials corp	23.56
ishares tr	20.52
casella waste sys inc	19.7

Additions to existing portfolio by MARCO INVESTMENT MANAGEMENT LLC

Reductions

Ticker	% Reduced
applied matls inc	-94.77
lockheed martin corp	-84.27
inmode ltd	-33.45
spdr gold tr	-24.56
netflix inc	-19.28
rbc bearings inc	-18.24
esco technologies inc	-17.65
goldman sachs group inc	-16.35

MARCO INVESTMENT MANAGEMENT LLC reduced stake in above stock

Sold off

Ticker	$ Sold
exact sciences corp	-4,849,800
nuveen s&p 500 buy-write inc	-504,210
ccc intelligent solutions hl	-129,585
exponent inc	-213,590
ishares tr	-208,612
repligen corp	-205,644

MARCO INVESTMENT MANAGEMENT LLC got rid off the above stocks

Sector Distribution

MARCO INVESTMENT MANAGEMENT LLC has about 30.5% of it's holdings in Technology sector.

Technology
Healthcare
Industrials
Financial Services
Others
Consumer Defensive
Consumer Cyclical
Energy
Communication Services
Basic Materials

Sector	%
Technology	30.5
Healthcare	12.7
Industrials	11.5
Financial Services	10
Others	8.3
Consumer Defensive	8
Consumer Cyclical	7
Energy	5.5
Communication Services	3.7
Basic Materials	1.6

Market Cap. Distribution

MARCO INVESTMENT MANAGEMENT LLC has about 91.1% of it's portfolio invested in the large-cap and mega-cap stocks.

MEGA-CAP
LARGE-CAP
UNALLOCATED

Category	%
MEGA-CAP	53.6
LARGE-CAP	37.5
UNALLOCATED	8.3

Stocks belong to which Index?

About 88% of the stocks held by MARCO INVESTMENT MANAGEMENT LLC either belong to S&P 500 or RUSSELL 2000 index.

S&P 500
Others

Index	%
S&P 500	88
Others	11.8

Top 5 Winners (%)		%
ELDN	eledon pharmaceuticals inc	104.0 %
LYB	lyondellbasell industries n	85.2 %
DOW	dow inc	77.0 %
UAMY	united states antimony corp	73.9 %
APA	apa corporation	73.5 %

Top 5 Winners ($)		$
CAT	caterpillar inc	9.5 M
LYB	lyondellbasell industries n	6.5 M
KLAC	kla corp	6.1 M
COST	costco whsl corp new	5.4 M
COP	conocophillips	4.3 M

Top 5 Losers (%)		%
HUM	humana inc	-32.3 %
ALCC	oklo inc	-29.7 %
CRM	salesforce inc	-29.3 %
NVO	novo-nordisk a s	-27.8 %
BR	broadridge finl solutions in	-27.2 %

Top 5 Losers ($)		$
AVGO	broadcom inc	-11.9 M
MSFT	microsoft corp	-10.0 M
QCOM	qualcomm inc	-8.5 M
ORCL	oracle corp	-5.5 M
AAPL	apple inc	-4.9 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 231 stocks in it's portfolio. About 35.2% of the portfolio is in top 10 stocks. AVGO 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: 08 May, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	5.20	271,388	68,875,600	added	0.89

AAXJ	ishares tr	0.02	3,500	260,225	unchanged	0.00

AAXJ	ishares tr	0.02	2,000	242,380	unchanged	0.00

ABBV	abbvie inc	2.29	139,533	30,347,000	added	0.07

ABT	abbott labs	0.50	64,549	6,627,250	added	6.04

ACN	accenture plc ireland	0.15	10,124	2,007,490	reduced	-0.14

ADP	automatic data processing in	0.02	1,408	286,077	unchanged	0.00

AEP	american elec pwr co inc	0.02	2,007	263,078	unchanged	0.00

AFK	vaneck etf trust	1.42	204,711	18,786,300	added	0.1

AFL	aflac inc	0.74	89,928	9,866,000	reduced	-0.17

AGCO	agco corp	0.12	13,100	1,517,900	unchanged	0.00

AGNG	global x fds	1.36	200,160	18,030,400	added	6,572

AGNG	global x fds	0.49	84,400	6,443,940	new

ALCC	oklo inc	0.06	14,625	725,254	added	12.28

AMAT	applied matls inc	0.03	1,103	376,994	reduced	-94.77

AMD	advanced micro devices inc	0.46	29,842	6,070,760	reduced	-1.65

AMGN	amgen inc	1.16	43,519	15,312,200	reduced	-0.23

AMZN	amazon com inc	0.90	57,271	11,927,800	added	16.61

APA	apa corporation	0.16	49,699	2,109,230	added	0.01

AVGO	broadcom inc	7.55	323,187	100,030,000	reduced	-1.51