Latest MARCO INVESTMENT MANAGEMENT LLC Stock Portfolio
MARCO INVESTMENT MANAGEMENT LLC Performance:
2025 Q3: 8.08%YTD: 13.09%2024: 15.67%
Performance for 2025 Q3 is 8.08%, and YTD is 13.09%, and 2024 is 15.67%.
About MARCO INVESTMENT MANAGEMENT LLC and 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, MARCO INVESTMENT MANAGEMENT LLC reported an equity portfolio of $1.3 Billions as of 30 Sep, 2025.
The top stock holdings of MARCO INVESTMENT MANAGEMENT LLC are AVGO, AAPL, JPM. The fund has invested 8.6% of it's portfolio in BROADCOM INC and 5.3% of portfolio in APPLE INC.
The fund managers got completely rid off AMENTUM HOLDINGS INC, NOVANTA INC (NOVT) and SIMPSON MFG INC (SSD) stocks. They significantly reduced their stock positions in INTERNATIONAL FLAVORS&FRAGRA (IFF), DOW INC (DOW) and OKLO INC (ALCC). MARCO INVESTMENT MANAGEMENT LLC opened new stock positions in AAON INC (AAON), MICRON TECHNOLOGY INC (MU) and PENTAIR PLC (PNR). The fund showed a lot of confidence in some stocks as they added substantially to AMAZON COM INC (AMZN), UNITEDHEALTH GROUP INC (UNH) and ENERGY TRANSFER L P (ET).
The top stock holdings of MARCO INVESTMENT MANAGEMENT LLC are AVGO, AAPL, JPM. The fund has invested 8.6% of it's portfolio in BROADCOM INC and 5.3% of portfolio in APPLE INC.
The fund managers got completely rid off AMENTUM HOLDINGS INC, NOVANTA INC (NOVT) and SIMPSON MFG INC (SSD) stocks. They significantly reduced their stock positions in INTERNATIONAL FLAVORS&FRAGRA (IFF), DOW INC (DOW) and OKLO INC (ALCC). MARCO INVESTMENT MANAGEMENT LLC opened new stock positions in AAON INC (AAON), MICRON TECHNOLOGY INC (MU) and PENTAIR PLC (PNR). The fund showed a lot of confidence in some stocks as they added substantially to AMAZON COM INC (AMZN), UNITEDHEALTH GROUP INC (UNH) and ENERGY TRANSFER L P (ET).
MARCO INVESTMENT MANAGEMENT LLC Annual Return Estimates Vs S&P 500
Our best estimate is that MARCO INVESTMENT MANAGEMENT LLC made a return of 8.08% in the last quarter. In trailing 12 months, it's portfolio return was 12.13%.
New Buys
| Ticker | $ Bought |
|---|---|
| aaon inc | 243,785 |
| micron technology inc | 220,862 |
| pentair plc | 210,444 |
| nextera energy inc | 205,710 |
| mercury sys inc | 205,497 |
| lemaitre vascular inc | 203,898 |
| spdr series trust | 202,792 |
| lockheed martin corp | 202,679 |
New stocks bought by MARCO INVESTMENT MANAGEMENT LLC
Additions
| Ticker | % Inc. |
|---|---|
| amazon com inc | 74.46 |
| unitedhealth group inc | 36.85 |
| energy transfer l p | 36.32 |
| the cigna group | 28.36 |
| mastec inc | 28.22 |
| nuveen s&p 500 buy-write inc | 25.64 |
| intuitive surgical inc | 22.35 |
| balchem corp | 16.98 |
Additions to existing portfolio by MARCO INVESTMENT MANAGEMENT LLC
Reductions
| Ticker | % Reduced |
|---|---|
| international flavors&fragra | -72.16 |
| dow inc | -39.86 |
| oklo inc | -22.84 |
| construction partners inc | -21.43 |
| bhp group ltd | -20.5 |
| inmode ltd | -17.5 |
| general mls inc | -16.88 |
| dominion energy inc | -12.3 |
MARCO INVESTMENT MANAGEMENT LLC reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| amentum holdings inc | -593,957 |
| novanta inc | -253,992 |
| federal signal corp | -206,455 |
| sps comm inc | -204,135 |
| extra space storage inc | -204,942 |
| simpson mfg inc | -206,562 |
| dariohealth corp | -12,898 |
MARCO INVESTMENT MANAGEMENT LLC got rid off the above stocks
Sector Distribution
MARCO INVESTMENT MANAGEMENT LLC has about 34.5% of it's holdings in Technology sector.
| Sector | % |
|---|---|
| Technology | 34.5 |
| Healthcare | 13.5 |
| Financial Services | 11 |
| Industrials | 9.7 |
| Consumer Defensive | 7.7 |
| Consumer Cyclical | 7.6 |
| Others | 6 |
| Energy | 4.2 |
| Communication Services | 3.5 |
| Basic Materials | 1.2 |
Market Cap. Distribution
MARCO INVESTMENT MANAGEMENT LLC has about 93% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| LARGE-CAP | 47.1 |
| MEGA-CAP | 45.9 |
| UNALLOCATED | 6 |
Stocks belong to which Index?
About 90.9% of the stocks held by MARCO INVESTMENT MANAGEMENT LLC either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| S&P 500 | 90.9 |
| Others | 8.9 |
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 221 stocks in it's portfolio. About 36.9% of the portfolio is in top 10 stocks. CI proved to be the most loss making stock for the portfolio. AVGO was the most profitable stock for MARCO INVESTMENT MANAGEMENT LLC last quarter.
Last Reported on: 04 Nov, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAON | aaon inc | 0.02 | 2,609 | 243,785 | new | |||
| AAPL | apple inc | 5.28 | 270,646 | 68,914,600 | reduced | -1.02 | ||
| AAXJ | ishares tr | 0.02 | 2,000 | 251,900 | unchanged | 0.00 | ||
| AAXJ | ishares tr | 0.02 | 3,500 | 237,405 | unchanged | 0.00 | ||
| ABBV | abbvie inc | 2.50 | 141,179 | 32,688,600 | added | 0.79 | ||
| ABT | abbott labs | 0.63 | 61,399 | 8,223,780 | reduced | -0.81 | ||
| ACN | accenture plc ireland | 0.19 | 10,138 | 2,500,030 | reduced | -0.07 | ||
| ADP | automatic data processing in | 0.03 | 1,408 | 413,248 | reduced | -1.47 | ||
| AEP | american elec pwr co inc | 0.02 | 2,064 | 232,200 | reduced | -2.5 | ||
| AFK | vaneck etf trust | 1.20 | 204,507 | 15,624,300 | reduced | -0.05 | ||
| AFL | aflac inc | 0.78 | 91,078 | 10,173,400 | reduced | -1.37 | ||
| AGCO | agco corp | 0.11 | 13,100 | 1,402,620 | unchanged | 0.00 | ||
| ALCC | oklo inc | 0.13 | 15,105 | 1,686,170 | reduced | -22.84 | ||
| AMAT | applied matls inc | 0.33 | 21,103 | 4,320,630 | unchanged | 0.00 | ||
| AMD | advanced micro devices inc | 0.37 | 29,942 | 4,844,320 | reduced | -0.66 | ||
| AMGN | amgen inc | 0.95 | 43,924 | 12,395,400 | added | 2.3 | ||
| AMZN | amazon com inc | 0.77 | 45,727 | 10,040,300 | added | 74.46 | ||
| APA | apa corporation | 0.10 | 53,697 | 1,303,760 | reduced | -3.38 | ||
| AVGO | broadcom inc | 8.59 | 339,794 | 112,101,000 | reduced | -9.58 | ||
| AXP | american express co | 1.79 | 70,538 | 23,429,900 | reduced | -0.84 | ||