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Portfolio (Quarterly) Guide ↗

MARCO INVESTMENT MANAGEMENT LLC

· CIK 0001080493
13F Portfolio $1.3B AUM 228 positions Filed Feb 4, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 14 New 29 Added 73 Reduced 8 Exited
Page 1 of 2  ·  29 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 CI THE CIGNA GROUP Healthcare 93,473.0 $25.7M 1.93% +1K +1.4% $275.23 +2.5%
2 ORCL ORACLE CORP Technology 115,059.0 $22.4M 1.68% +2K +1.6% $194.91 -2.6%
3 HD HOME DEPOT INC Consumer Cyclical 59,905.0 $20.6M 1.55% +3K +5.0% $344.10 -8.8%
4 SPY SPDR S&P 500 ETF TR Financial Services 26,360.0 $18.0M 1.35% +776.0 +3.0% $681.92 +8.9%
5 AMZN AMAZON COM INC Consumer Cyclical 49,114.0 $11.3M 0.85% +3K +7.4% $230.82 +16.3%
6 HON HONEYWELL INTL INC Industrials 50,840.0 $9.9M 0.74% +2K +3.7% $195.09 +14.7%
7 MTZ MASTEC INC Industrials 34,625.0 $7.5M 0.56% +3K +9.6% $217.37 +78.9%
8 META META PLATFORMS INC Communication Services 10,265.0 $6.8M 0.51% +252.0 +2.5% $660.09 -8.0%
9 AMD ADVANCED MICRO DEVICES INC Technology 30,342.0 $6.5M 0.49% +400.0 +1.3% $214.16 +109.9%
10 TMO THERMO FISHER SCIENTIFIC INC Healthcare 10,846.0 $6.3M 0.47% +70.0 +0.7% $579.45 -22.0%
11 JNJ JOHNSON & JOHNSON Healthcare 28,640.0 $5.9M 0.45% +176.0 +0.6% $206.95 +12.0%
12 ETN EATON CORP PLC Industrials 14,608.0 $4.7M 0.35% +860.0 +6.3% $318.51 +19.8%
13 ROP ROPER TECHNOLOGIES INC Industrials 9,299.0 $4.1M 0.31% +156.0 +1.7% $445.13 -26.1%
14 VZ VERIZON COMMUNICATIONS INC Communication Services 87,334.0 $3.6M 0.27% +5K +5.5% $40.73 +17.4%
15 ISRG INTUITIVE SURGICAL INC Healthcare 5,506.0 $3.1M 0.23% +508.0 +10.2% $566.36 -22.3%
16 PYPL PAYPAL HLDGS INC Financial Services 52,588.0 $3.1M 0.23% +3K +6.9% $58.38 -24.0%
17 XLK SELECT SECTOR SPDR TR 11,284.0 $1.6M 0.12% +6K +99.8% $143.97 +24.1%
18 XLF SELECT SECTOR SPDR TR 29,539.0 $1.6M 0.12% +1K +3.5% $54.77 -5.6%
19 MO ALTRIA GROUP INC Consumer Defensive 23,718.0 $1.4M 0.10% +1K +4.4% $57.66 +27.8%
20 LMT LOCKHEED MARTIN CORP Industrials 2,485.0 $1.2M 0.09% +2K +512.1% $483.67 +8.1%
Page 1 of 2  ·  29 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 34.6%
Financial Services 14.3%
Healthcare 14.0%
Industrials 10.8%
Consumer Cyclical 7.8%
Consumer Defensive 7.6%
Energy 4.3%
Communication Services 4.1%
Basic Materials 1.3%
Utilities 0.6%