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MARCO INVESTMENT MANAGEMENT LLC — 13F Holdings & Portfolio

CIK 1080493 · latest 13F-HR filed 2026-08-03

Backtest portfolio

MARCO INVESTMENT MANAGEMENT LLC manages $1.52B in 13F-reported U.S. long-equity assets across 245 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are AVGO (7.72%), AAPL (5.01%), CAT (4.71%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 19 new positions and exited 6; 122 existing positions rose in reported value and 49 fell.

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
$1.52B

Long-equity book

Holdings
245

Distinct positions

Period
2026-06-30

Filed 2026-08-03

Q/Q Activity
+19 / −6 / ↑122 / ↓49

vs 2026-03-31

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q2 26
AVGO7.7% · -4%AAPL5.0% · -3%CAT4.7% · -3%KLAC4.3% · +831%JPM3.4% · 0%PANW3.1% · -1%GS2.5% · -1%COST2.5% · -0%QCOM2.4% · -2%ABBV2.3% · 0%CSCO2.3% · -2%GOOGL2.2% · -1%MSFT2.1% · -1%UNH2.1% · -0%WMT1.9% · -0%CI1.7% · +0%LOW1.5% · -0%AXP1.5% · -1%NXPI1.5% · -0%LRCX1.4% · -15%HD1.3% · +1%SPY1.3% · +0%EPD1.3% · -0%KO1.3% · -2%SYK1.2% · +2%MRVL1.2% · -13%ORCL1.1% · 0%UNP1.1% · +2%INTC1.1% · -2%AMGN1.0% · -1%SIL1.0% · 0%GDX1.0% · 0%MTZ0.9% · -2%AMZN0.9% · -4%PSX0.8% · -2%MRK0.8% · -0%UPS0.8% · -0%COP0.8% · +1%AFL0.7% · -2%LYB0.7% · +11%XOM0.6% · -0%CRM0.6% · +4%PWR0.6% · -2%PG0.6% · +0%NOC0.5% · 0%NVDA0.5% · -14%TSLA0.5% · -0%CVS0.5% · -2%JNJ0.5% · +0%MDT0.5% · -1%J0.5% · +4%SCHW0.5% · -0%LHX0.5% · +0%META0.4% · +1%COPX0.4% · 0%ETN0.4% · -0%AZO0.4% · -7%DIS0.4% · -0%ABT0.4% · -1%GLD0.4% · 0%

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q1 26 → Q2 26

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

3 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 38%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People

As of the firm’s regulatory filing dated Jun 21, 2026.

Assets Under Management
$1.77B
Discretionary
$1.77B
Employees
10
Accounts
694
Address
1100 ATLANTA FINANCIAL CENTER
3353 PEACHTREE ROAD NE
ATLANTA, GA 30326
Phone
(404) 504-8600
Website
Name Title / Status Ownership Type
BURTON, MARK, CODY ControlCHIEF COMPLIANCE OFFICER
since Mar 2021
Less than 5%Individual
MARCO, STEVEN, SCOTT ControlMANAGING DIRECTOR
since May 1998
75% or moreIndividual
Ownership & leadership changes · 3 filings with changes since Mar 19, 2012

From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.

Mar 30, 2021 filing
  • No longer listedSims, Corliss, Yancey · CHIEF COMPLIANCE OFFICER · Less than 5% · control person · listed since Jan 2021
  • AddedBURTON, MARK, CODY · CHIEF COMPLIANCE OFFICER · Less than 5% · control person
Jan 5, 2021 filing
  • No longer listedHALLORAN, HELEN, HUTTO · CHIEF COMPLIANCE OFFICER · Less than 5% · control person · listed since Nov 2015
  • AddedSims, Corliss, Yancey · CHIEF COMPLIANCE OFFICER · Less than 5% · control person
Nov 6, 2015 filing
  • AddedHALLORAN, HELEN, HUTTO · CHIEF COMPLIANCE OFFICER · Less than 5% · control person
  • ChangedMARCO, STEVEN, SCOTT · title MANAGING DIRECTOR/CHIEF COMPLIANCE OFFICER → MANAGING DIRECTOR
Mar 19, 2012 filing (earliest on record)
  • ListedMARCO, STEVEN, SCOTT · MANAGING DIRECTOR/CHIEF COMPLIANCE OFFICER · 75% or more · control person

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

MARCO INVESTMENT MANAGEMENT LLC Holdings (2026-06-30)

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 $117.3M 7.72% 310,641 SH
2 APPLE INC AAPL 037833100 $76.1M 5.01% 263,099 SH
3 CATERPILLAR INC CAT 149123101 $71.6M 4.71% 67,255 SH
4 KLA CORP KLAC 482480100 $66.1M 4.35% 219,020 SH
5 JPMORGAN CHASE & CO. JPM 46625H100 $51.6M 3.40% 157,783 SH
6 PALO ALTO NETWORKS INC PANW 697435105 $47.8M 3.14% 140,085 SH
7 GOLDMAN SACHS GROUP INC GS 38141G104 $38.3M 2.52% 37,844 SH
8 COSTCO WHSL CORP NEW COST 22160K105 $37.4M 2.46% 39,988 SH
9 QUALCOMM INC QCOM 747525103 $36.4M 2.39% 196,723 SH
10 ABBVIE INC ABBV 00287Y109 $35.1M 2.31% 139,569 SH
11 CISCO SYS INC CSCO 17275R102 $34.2M 2.25% 291,490 SH
12 ALPHABET INC GOOGL 02079K305 $34.0M 2.24% 95,256 SH
13 MICROSOFT CORP MSFT 594918104 $32.7M 2.15% 87,587 SH
14 UNITEDHEALTH GROUP INC UNH 91324P102 $31.7M 2.09% 76,363 SH
15 WALMART INC WMT 931142103 $28.6M 1.88% 252,796 SH
16 THE CIGNA GROUP CI 125523100 $26.1M 1.72% 94,775 SH
17 LOWES COS INC LOW 548661107 $23.5M 1.55% 106,538 SH
18 AMERICAN EXPRESS CO AXP 025816109 $23.5M 1.54% 69,403 SH
19 NXP SEMICONDUCTORS N V NXPI N6596X109 $22.2M 1.46% 79,065 SH
20 LAM RESEARCH CORP LRCX 512807108 $21.8M 1.43% 50,270 SH
21 HOME DEPOT INC HD 437076102 $20.4M 1.35% 57,980 SH
22 SPDR S&P 500 ETF TR SPY 78462F103 $19.8M 1.31% 26,581 SH
23 ENTERPRISE PRODS PARTNERS L EPD 293792107 $19.4M 1.28% 527,913 SH
24 COCA COLA CO KO 191216100 $19.1M 1.26% 235,166 SH
25 STRYKER CORPORATION SYK 863667101 $18.1M 1.19% 57,471 SH
26 MARVELL TECHNOLOGY INC MRVL 573874104 $17.9M 1.18% 60,000 SH
27 ORACLE CORP ORCL 68389X105 $17.0M 1.12% 116,324 SH
28 UNION PAC CORP UNP 907818108 $16.7M 1.10% 61,456 SH
29 INTEL CORP INTC 458140100 $16.2M 1.06% 115,783 SH
30 AMGEN INC AMGN 031162100 $15.6M 1.03% 43,180 SH
31 GLOBAL X FDS SIL 37954Y848 $15.5M 1.02% 200,160 SH
32 VANECK ETF TRUST GDX 92189F106 $15.4M 1.02% 204,721 SH
33 MASTEC INC MTZ 576323109 $14.2M 0.93% 34,015 SH
34 AMAZON COM INC AMZN 023135106 $13.2M 0.87% 55,274 SH
35 PHILLIPS 66 PSX 718546104 $12.8M 0.84% 75,961 SH
36 MERCK & CO INC MRK 58933Y105 $12.2M 0.81% 95,255 SH
37 UNITED PARCEL SERVICE INC UPS 911312106 $12.2M 0.80% 113,428 SH
38 CONOCOPHILLIPS COP 20825C104 $11.6M 0.76% 111,719 SH
39 AFLAC INC AFL 001055102 $10.4M 0.68% 88,378 SH
40 LYONDELLBASELL INDUSTRIES N LYB N53745100 $10.0M 0.66% 190,709 SH
41 EXXON MOBIL CORP XOM 30231G102 $9.7M 0.64% 70,825 SH
42 SALESFORCE INC CRM 79466L302 $9.2M 0.61% 58,912 SH
43 QUANTA SVCS INC PWR 74762E102 $9.2M 0.61% 12,807 SH
44 PROCTER AND GAMBLE CO PG 742718109 $8.7M 0.57% 59,109 SH
45 NORTHROP GRUMMAN CORP NOC 666807102 $8.1M 0.53% 15,811 SH
46 NVIDIA CORPORATION NVDA 67066G104 $8.0M 0.53% 40,200 SH
47 TESLA INC TSLA 88160R101 $7.6M 0.50% 17,981 SH
48 CVS HEALTH CORP CVS 126650100 $7.5M 0.49% 72,621 SH
49 JOHNSON & JOHNSON JNJ 478160104 $7.3M 0.48% 28,817 SH
50 MEDTRONIC PLC MDT G5960L103 $7.3M 0.48% 92,878 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-03 $1.52B 245 0001080493-26-000003
2026-03-31 2026-05-08 $1.33B 232 0001080493-26-000002
2025-12-31 2026-02-04 $1.33B 228 0001080493-26-000001
Filer Information
Address
3353 PEACHTREE RD
SUITE 1100
ATLANTA, GA 30326
Phone
(404) 504-8600
Filing Manager
MARCO INVESTMENT MANAGEMENT LLC
ATLANTA, GA
Signatory
Mark C Burton
CCO