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Portfolio (Quarterly) Guide ↗

MARCO INVESTMENT MANAGEMENT LLC

· CIK 0001080493
13F Portfolio $1.5B AUM 245 positions Filed Aug 3, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 27 New 54 Added 78 Reduced 9 Exited
Page 2 of 4  ·  78 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 PWR QUANTA SVCS INC Industrials 12,807.0 $9.2M 0.61% -734.0 -5.4% $720.04 -11.2%
22 NOC NORTHROP GRUMMAN CORP Industrials 15,811.0 $8.1M 0.53% -122.0 -0.8% $509.31 +8.2%
23 NVDA NVIDIA CORPORATION Technology 40,200.0 $8.0M 0.53% -7K -14.8% $200.09 +7.3%
24 CVS CVS HEALTH CORP Healthcare 72,621.0 $7.5M 0.49% -2K -2.7% $103.45 -10.1%
25 MDT MEDTRONIC PLC Healthcare 92,878.0 $7.3M 0.48% -1K -1.4% $78.23 +19.3%
26 LHX L3HARRIS TECHNOLOGIES INC Industrials 23,539.0 $6.8M 0.45% -176.0 -0.7% $290.59 -8.2%
27 AZO AUTOZONE INC Consumer Cyclical 1,840.0 $5.9M 0.39% -158.0 -7.9% $3195.94 -7.4%
28 DIS DISNEY WALT CO Communication Services 60,978.0 $5.9M 0.39% -1K -2.1% $96.25 +12.0%
29 GLD SPDR GOLD TR Financial Services 15,346.0 $5.7M 0.37% -5K -24.6% $368.38 +14.9%
30 TMO THERMO FISHER SCIENTIFIC INC Healthcare 10,741.0 $5.4M 0.35% -105.0 -1.0% $501.36 +25.5%
31 EXPE EXPEDIA GROUP INC Consumer Cyclical 20,930.0 $5.4M 0.35% -177.0 -0.8% $255.88 +25.7%
32 BAC BANK AMERICA CORP Financial Services 88,312.0 $5.0M 0.33% -3K -3.4% $56.98 +8.3%
33 DUK DUKE ENERGY CORP NEW Utilities 34,215.0 $4.3M 0.28% -664.0 -1.9% $126.58 -5.3%
34 MCD MCDONALDS CORP Consumer Cyclical 14,253.0 $3.9M 0.25% -220.0 -1.5% $270.31 +0.2%
35 MGA MAGNA INTL INC Consumer Cyclical 55,625.0 $3.7M 0.24% -4K -6.1% $65.66 +11.3%
36 O REALTY INCOME CORP Real Estate 58,833.0 $3.6M 0.24% -3K -4.3% $61.96 +1.0%
37 VZ VERIZON COMMUNICATIONS INC Communication Services 85,355.0 $3.6M 0.24% -2K -2.3% $42.34 +16.8%
38 PFE PFIZER INC Healthcare 134,025.0 $3.2M 0.21% -4K -3.2% $24.08 +16.6%
39 SBUX STARBUCKS CORP Consumer Cyclical 29,083.0 $3.0M 0.20% -2K -7.4% $102.19 +4.8%
40 WFC WELLS FARGO CO NEW Financial Services 35,251.0 $2.9M 0.19% -200.0 -0.6% $82.64 +1.5%
Page 2 of 4  ·  78 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 37.1%
Healthcare 13.6%
Financial Services 12.9%
Industrials 12.5%
Consumer Defensive 7.3%
Consumer Cyclical 7.0%
Communication Services 3.7%
Energy 3.2%
Basic Materials 1.5%
Utilities 0.7%