Q2 2026 13F · SEC CIK 1080493

Marco Investment Management LLC

Wealth managerFiled 2026-08-03 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $1.5B
Reported positions: 245
Top holdings a year, 3 yrs: +23.2%
Assets under management: $1.8B

Marco Investment Management LLC is a wealth manager that reported 245 positions worth $1.5B in its Q2 2026 13F, filed 2026-08-03. Its largest holdings were Broadcom Inc (AVGO, 7.7%), Apple Inc (AAPL, 5.0%), Caterpillar Inc Com (CAT, 4.7%). A portfolio copying its top holdings returned 23.2% a year over the last 3 years, against 20.4% for the S&P 500.

Marco Investment Management LLC holdings largest 50 of 245 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Marco Investment Management LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
AVGOBroadcom Inc	7.7%	7.5%	310,641	-3.9%	$117.3M
AAPLApple Inc	5.0%	5.2%	263,099	-3.1%	$76.1M
CATCaterpillar Inc Com	4.7%	3.7%	67,255	-3.4%	$71.6M
KLACKla Corp	4.3%	2.6%	219,020	+830.7%	$66.1M
JPMJpmorgan Chase & Co	3.4%	3.5%	157,783	+0.0%	$51.6M
PANWPalo Alto Networks Inc	3.1%	1.7%	140,085	-0.6%	$47.8M
GSGoldman Sachs Group Inc	2.5%	2.4%	37,844	-0.7%	$38.3M
COSTCostco Whsl Corp New	2.5%	3.0%	39,988	-0.5%	$37.4M
QCOMQualcomm Inc	2.4%	1.9%	196,723	-1.5%	$36.4M
ABBVAbbvie Inc	2.3%	2.3%	139,569	+0.0%	$35.1M
CSCOCisco Sys Inc	2.3%	1.7%	291,490	-2.0%	$34.2M
GOOGLAlphabet Inc	2.2%	2.1%	95,256	-1.4%	$34.0M
MSFTMicrosoft Corp	2.1%	2.5%	87,587	-0.8%	$32.7M
UNHUnitedhealth Group Inc Com	2.1%	1.6%	76,363	-0.0%	$31.7M
WMTWalmart Inc	1.9%	2.4%	252,796	-0.1%	$28.6M
CIThe Cigna Group	1.7%	1.9%	94,775	+0.3%	$26.1M
LOWLowes Cos Inc	1.5%	1.9%	106,538	-0.0%	$23.5M
AXPAmerican Express Co Com	1.5%	1.6%	69,403	-0.8%	$23.5M
NXPINxp Semiconductors N V	1.5%	1.2%	79,065	-0.5%	$22.2M
LRCXLam Research	1.4%	1.0%	50,270	-15.3%	$21.8M
HDHome Depot Inc Com	1.3%	1.4%	57,980	+0.7%	$20.4M
SPYSpdr S&p 500 ETF Tr	1.3%	1.3%	26,581	+0.2%	$19.8M
EPDEnterprise Prods Partners L	1.3%	1.5%	527,913	-0.3%	$19.4M
KOCoca Cola Co	1.3%	1.4%	235,166	-2.1%	$19.1M
SYKStryker Corporation	1.2%	1.4%	57,471	+1.5%	$18.1M
MRVLMarvell Technology Inc	1.2%	—	60,000	—	$17.9M
ORCLOracle Corp	1.1%	1.3%	116,324	+0.0%	$17.0M
UNPUnion Pac Corp	1.1%	1.1%	61,456	+1.7%	$16.7M
INTCIntel Corp	1.1%	—	115,783	—	$16.2M
AMGNAmgen Inc Com	1.0%	1.2%	43,180	-0.8%	$15.6M
SILGlobal X Fds	1.0%	1.4%	200,160	+0.0%	$15.5M
GDXVaneck Gold Miners ETF	1.0%	1.4%	204,721	+0.0%	$15.4M
MTZMastec Inc	0.9%	0.8%	34,015	-1.6%	$14.2M
AMZNAmazon Com Inc Com	0.9%	0.9%	55,274	-3.5%	$13.2M
PSXPhillips 66	0.8%	1.1%	75,961	-2.0%	$12.8M
MRKMerck & Co. Inc	0.8%	0.9%	95,255	-0.5%	$12.2M
UPSUnited Parcel Svcs Inc Cl B	0.8%	0.8%	113,428	-0.1%	$12.2M
COPConocophillips	0.8%	1.1%	111,719	+0.8%	$11.6M
AFLAflac Inc	0.7%	0.7%	88,378	-1.7%	$10.4M
LYBLyondellBasell Industries NV	0.7%	1.0%	190,709	+10.9%	$10.0M
XOMExxon Mobil Corp	0.6%	0.9%	70,825	-0.2%	$9.7M
CRMSalesforce Inc Com	0.6%	0.8%	58,912	+3.9%	$9.2M
PWRQuanta Svcs Inc Com	0.6%	0.5%	12,807	-2.0%	$9.2M
PGProcter & Gamble Co Com	0.6%	0.6%	59,109	+0.3%	$8.7M
NOCNorthrop Grumman Corp	0.5%	0.8%	15,811	+0.0%	$8.1M
NVDANvidia Corporation Com	0.5%	0.6%	40,200	-14.3%	$8.0M
TSLATesla Inc Com	0.5%	—	17,981	—	$7.6M
CVSCvs Caremark Corporation	0.5%	—	72,621	—	$7.5M
JNJJohnson & Johnson	0.5%	0.5%	28,817	+0.4%	$7.3M
MDTMedtronic PLC	0.5%	0.6%	92,878	-0.9%	$7.3M

What Marco Investment Management LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

KLAC Kla Corp+830.7% shares
LYB LyondellBasell Industries NV+10.9% shares

Reduced

LRCX Lam Research-15.3% shares
NVDA Nvidia Corporation Com-14.3% shares

Left the top 50

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +27.3% /yr; S&P 500 +20.1%
3 years: +23.2% /yr; S&P 500 +20.4%
5 years: +15.2% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$1.5B	245
Q1 2026	$1.3B	232
Q4 2025	$1.3B	228
Q3 2025	$1.3B	222
Q2 2025	$1.2B	220
Q1 2025	$1.1B	214
Q4 2024	$1.2B	223
Q3 2024	$1.2B	227
Q2 2024	$1.1B	209
Q1 2024	$1.1B	209
Q4 2023	$976.1M	205
Q3 2023	$869.5M	193

Questions about Marco Investment Management LLC's portfolio

What stocks does Marco Investment Management LLC own?

Marco Investment Management LLC's latest 13F, for Q2 2026 and filed Aug 3, 2026, lists 245 positions worth $1.5B. The largest are Broadcom Inc (AVGO) at 7.7%, Apple Inc (AAPL) at 5.0%, Caterpillar Inc Com (CAT) at 4.7%, Kla Corp (KLAC) at 4.3% and Jpmorgan Chase & Co (JPM) at 3.4%.

What did Marco Investment Management LLC buy last quarter?

In Q2 2026, Marco Investment Management LLC added Kla Corp (KLAC) (+830.7% shares) and LyondellBasell Industries NV (LYB) (+10.9% shares), compared with its Q1 2026 filing.

What did Marco Investment Management LLC sell last quarter?

In Q2 2026, Marco Investment Management LLC cut from its top 50 Honeywell Intl Inc (HON), cut from its top 50 L3harris Technologies Inc (LHX), cut from its top 50 Schwab Charles Corp (SCHW), cut from its top 50 Jacobs Solutions Inc (J), Lam Research (LRCX) (-15.3% shares) and Nvidia Corporation Com (NVDA) (-14.3% shares), compared with its Q1 2026 filing.

How has Marco Investment Management LLC's portfolio performed?

A portfolio copying Marco Investment Management LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +23.2% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +27.3% against +20.1%. Over 5 years: +15.2% a year against +11.6%.

When is Marco Investment Management LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Marco Investment Management LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Marco Investment Management LLC manage?

Marco Investment Management LLC reported $1.8B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $1.5B.