MARCO INVESTMENT MANAGEMENT LLC — 13F Holdings & Portfolio
CIK 1080493 · latest 13F-HR filed 2026-05-08
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
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AUM
$1.33B
Long-equity book
Holdings
232
Distinct positions
Period
2026-03-31
Filed 2026-05-08
Q/Q Activity
+10 / −6 / ↑95 / ↓78
vs 2025-12-31
Firm Profile & Key People
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- GLOBAL X FDS$17.8M +7096.0%
- CATERPILLAR INC$8.7M +21.4%
- LYONDELLBASELL INDUSTRIES N$6.3M +82.4%
- KLA CORP$5.6M +19.1%
- COSTCO WHSL CORP NEW$5.4M +15.5%
Top Trims
- BROADCOM INC-$13.5M -11.9%
- MICROSOFT CORP-$10.0M -23.5%
- QUALCOMM INC-$8.8M -25.4%
- GOLDMAN SACHS GROUP INC-$7.8M -19.5%
- ORACLE CORP-$5.3M -23.7%
New Positions
- GLOBAL X FDS$6.4M
- NUVEEN S&P 500 DYNAMIC OVERW$462.8K
- ISHARES TR$353.0K
- MORGAN STANLEY$349.7K
- LEMAITRE VASCULAR INC$317.1K
Exited Positions
- EXACT SCIENCES CORP$4.8M
- NUVEEN S&P 500 BUY-WRITE INC$504.2K
- EXPONENT INC$213.6K
- ISHARES TR$208.6K
- REPLIGEN CORP$205.6K
All Holdings
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | BROADCOM INC | AVGO | 11135F101 | $100.0M | 7.55% | 323,187 | SH |
| 2 | APPLE INC | AAPL | 037833100 | $68.9M | 5.20% | 271,388 | SH |
| 3 | CATERPILLAR INC | CAT | 149123101 | $49.3M | 3.72% | 69,625 | SH |
| 4 | JPMORGAN CHASE & CO. | JPM | 46625H100 | $46.4M | 3.50% | 157,713 | SH |
| 5 | COSTCO WHSL CORP NEW | COST | 22160K105 | $40.1M | 3.02% | 40,207 | SH |
| 6 | KLA CORP | KLAC | 482480100 | $34.7M | 2.62% | 23,534 | SH |
| 7 | MICROSOFT CORP | MSFT | 594918104 | $32.7M | 2.47% | 88,264 | SH |
| 8 | GOLDMAN SACHS GROUP INC | GS | 38141G104 | $32.2M | 2.43% | 38,109 | SH |
| 9 | WALMART INC | WMT | 931142103 | $31.5M | 2.37% | 253,071 | SH |
| 10 | ABBVIE INC | ABBV | 00287Y109 | $30.3M | 2.29% | 139,533 | SH |
| 11 | ALPHABET INC | GOOGL | 02079K305 | $27.8M | 2.10% | 96,637 | SH |
| 12 | QUALCOMM INC | QCOM | 747525103 | $25.7M | 1.94% | 199,774 | SH |
| 13 | THE CIGNA GROUP | CI | 125523100 | $25.2M | 1.90% | 94,500 | SH |
| 14 | LOWES COS INC | LOW | 548661107 | $25.2M | 1.90% | 106,558 | SH |
| 15 | CISCO SYS INC | CSCO | 17275R102 | $23.1M | 1.74% | 297,564 | SH |
| 16 | PALO ALTO NETWORKS INC | PANW | 697435105 | $22.6M | 1.70% | 140,880 | SH |
| 17 | AMERICAN EXPRESS CO | AXP | 025816109 | $21.2M | 1.60% | 69,953 | SH |
| 18 | UNITEDHEALTH GROUP INC | UNH | 91324P102 | $20.7M | 1.56% | 76,378 | SH |
| 19 | ENTERPRISE PRODS PARTNERS L | EPD | 293792107 | $20.0M | 1.51% | 529,681 | SH |
| 20 | HOME DEPOT INC | HD | 437076102 | $18.9M | 1.43% | 57,563 | SH |
| 21 | VANECK ETF TRUST | GDX | 92189F106 | $18.8M | 1.42% | 204,711 | SH |
| 22 | STRYKER CORPORATION | SYK | 863667101 | $18.6M | 1.40% | 56,637 | SH |
| 23 | COCA COLA CO | KO | 191216100 | $18.3M | 1.38% | 240,152 | SH |
| 24 | GLOBAL X FDS | SIL | 37954Y848 | $18.0M | 1.36% | 200,160 | SH |
| 25 | SPDR S&P 500 ETF TR | SPY | 78462F103 | $17.2M | 1.30% | 26,516 | SH |
| 26 | ORACLE CORP | ORCL | 68389X105 | $17.1M | 1.29% | 116,319 | SH |
| 27 | NXP SEMICONDUCTORS N V | NXPI | N6596X109 | $15.6M | 1.18% | 79,474 | SH |
| 28 | AMGEN INC | AMGN | 031162100 | $15.3M | 1.16% | 43,519 | SH |
| 29 | UNION PAC CORP | UNP | 907818108 | $14.7M | 1.11% | 60,406 | SH |
| 30 | CONOCOPHILLIPS | COP | 20825C104 | $14.6M | 1.10% | 110,869 | SH |
| 31 | PHILLIPS 66 | PSX | 718546104 | $14.1M | 1.07% | 77,511 | SH |
| 32 | LYONDELLBASELL INDUSTRIES N | LYB | N53745100 | $13.9M | 1.05% | 172,009 | SH |
| 33 | LAM RESEARCH CORP | LRCX | 512807108 | $12.7M | 0.96% | 59,370 | SH |
| 34 | EXXON MOBIL CORP | XOM | 30231G102 | $12.0M | 0.91% | 70,948 | SH |
| 35 | AMAZON COM INC | AMZN | 023135106 | $11.9M | 0.90% | 57,271 | SH |
| 36 | MERCK & CO INC | MRK | 58933Y105 | $11.5M | 0.87% | 95,705 | SH |
| 37 | HONEYWELL INTL INC | HON | 438516106 | $11.4M | 0.86% | 50,338 | SH |
| 38 | UNITED PARCEL SERVICE INC | UPS | 911312106 | $11.2M | 0.84% | 113,583 | SH |
| 39 | MASTEC INC | MTZ | 576323109 | $11.1M | 0.84% | 34,565 | SH |
| 40 | NORTHROP GRUMMAN CORP | NOC | 666807102 | $10.8M | 0.81% | 15,809 | SH |
| 41 | SALESFORCE INC | CRM | 79466L302 | $10.6M | 0.80% | 56,726 | SH |
| 42 | AFLAC INC | AFL | 001055102 | $9.9M | 0.74% | 89,928 | SH |
| 43 | PROCTER AND GAMBLE CO | PG | 742718109 | $8.5M | 0.64% | 58,934 | SH |
| 44 | NVIDIA CORPORATION | NVDA | 67066G104 | $8.2M | 0.62% | 46,886 | SH |
| 45 | MEDTRONIC PLC | MDT | G5960L103 | $8.1M | 0.61% | 93,753 | SH |
| 46 | L3HARRIS TECHNOLOGIES INC | LHX | 502431109 | $8.1M | 0.61% | 23,432 | SH |
| 47 | SCHWAB CHARLES CORP | SCHW | 808513105 | $7.2M | 0.54% | 76,689 | SH |
| 48 | QUANTA SVCS INC | PWR | 74762E102 | $7.2M | 0.54% | 13,074 | SH |
| 49 | JOHNSON & JOHNSON | JNJ | 478160104 | $7.0M | 0.53% | 28,716 | SH |
| 50 | JACOBS SOLUTIONS INC | J | 46982L108 | $7.0M | 0.53% | 54,820 | SH |
Filing History
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-08 | $1.33B | 232 | 0001080493-26-000002 |
| 2025-12-31 | 2026-02-04 | $1.33B | 228 | 0001080493-26-000001 |