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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 12 of 13  ·  245 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 MMSI MERIT MED SYS INC Healthcare 3,465.0 $240K 0.02% +965.0 +38.6% $69.34 +30.9%
222 NEE NEXTERA ENERGY INC Utilities 2,725.0 $239K 0.02% $87.77 -4.7%
223 DSGX DESCARTES SYS GROUP INC Technology 3,450.0 $239K 0.02% +215.0 +6.7% $69.24 +13.0%
224 BKNG BOOKING HOLDINGS INC Consumer Cyclical 1,300.0 $232K 0.01% +1K +2400.0% $178.24 +17.6%
225 RSG REPUBLIC SVCS INC Industrials 1,083.0 $231K 0.01% $213.08 +3.6%
226 MLM MARTIN MARIETTA MATLS INC Basic Materials 400.0 $231K 0.01% $576.70 -7.2%
227 ITOT ISHARES TR 1,403.0 $230K 0.01% $164.27 +2.3%
228 RGEN REPLIGEN CORP Healthcare 1,675.0 $229K 0.01% +420.0 +33.5% $136.44 +32.8%
229 HLIO HELIOS TECHNOLOGIES INC Industrials 2,557.0 $228K 0.01% NEW $89.25 -14.6%
230 GIS GENERAL MLS INC Consumer Defensive 6,400.0 $223K 0.01% $34.80 +14.9%
231 CSW INDUSTRIALS INC 800.0 $223K 0.01% $278.30
232 SDY SPDR SERIES TRUST 1,448.0 $220K 0.01% $152.18 +4.1%
233 ITA ISHARES TR 900.0 $218K 0.01% NEW $242.42 -2.1%
234 FSS FEDERAL SIGNAL CORP Industrials 1,680.0 $216K 0.01% NEW $128.49 -4.7%
235 SSO PROSHARES TR 3,197.0 $215K 0.01% NEW $67.38 +4.1%
236 NTR NUTRIEN LTD Basic Materials 3,400.0 $214K 0.01% $62.95 +19.6%
237 VCEL VERICEL CORP Healthcare 4,750.0 $211K 0.01% NEW $44.49 -4.1%
238 SPXC SPX TECHNOLOGIES INC Industrials 860.0 $211K 0.01% NEW $245.17 -15.5%
239 SITE SITEONE LANDSCAPE SUPPLY INC Industrials 1,820.0 $208K 0.01% NEW $114.41 -16.1%
240 XLI SELECT SECTOR SPDR TR 1,114.0 $206K 0.01% NEW $185.23 -2.7%
Page 12 of 13  ·  245 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%