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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 13  ·  245 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 HD HOME DEPOT INC Consumer Cyclical 57,980.0 $20.4M 1.34% -2K -3.2% $352.68 -4.8%
22 SPY SPDR S&P 500 ETF TR Financial Services 26,581.0 $19.8M 1.31% +221.0 +0.8% $746.77 +2.5%
23 EPD ENTERPRISE PRODS PARTNERS L 527,913.0 $19.4M 1.28% $36.76
24 KO COCA COLA CO Consumer Defensive 235,166.0 $19.1M 1.26% -10K -4.2% $81.27 +12.1%
25 SYK STRYKER CORPORATION Healthcare 57,471.0 $18.1M 1.19% +1K +2.6% $314.84 +4.6%
26 MRVL MARVELL TECHNOLOGY INC Technology 60,000.0 $17.9M 1.18% -10K -14.2% $297.89 -20.4%
27 ORCL ORACLE CORP Technology 116,324.0 $17.0M 1.12% +1K +1.1% $146.55 -0.1%
28 UNP UNION PAC CORP Industrials 61,456.0 $16.7M 1.10% +2K +2.9% $272.00 +13.3%
29 INTC INTEL CORP Technology 115,783.0 $16.2M 1.06% -5K -4.1% $139.63 -35.5%
30 AMGN AMGEN INC Healthcare 43,180.0 $15.6M 1.03% -440.0 -1.0% $362.12 +21.3%
31 SIL GLOBAL X FDS 200,160.0 $15.5M 1.02% +197K +6572.0% $77.46 +28.5%
32 GDX VANECK ETF TRUST 204,721.0 $15.4M 1.02% $75.45 +36.3%
33 MTZ MASTEC INC Industrials 34,015.0 $14.2M 0.93% -610.0 -1.8% $416.06 -36.0%
34 AMZN AMAZON COM INC Consumer Cyclical 55,274.0 $13.2M 0.87% +6K +12.5% $238.34 +8.5%
35 PSX PHILLIPS 66 Energy 75,961.0 $12.8M 0.84% -2K -2.2% $169.05 +43.7%
36 MRK MERCK & CO INC Healthcare 95,255.0 $12.2M 0.81% $128.50 +18.7%
37 UPS UNITED PARCEL SERVICE INC Industrials 113,428.0 $12.2M 0.80% +860.0 +0.8% $107.50 -5.1%
38 COP CONOCOPHILLIPS Energy 111,719.0 $11.6M 0.76% $103.96 +29.7%
39 AFL AFLAC INC Financial Services 88,378.0 $10.4M 0.68% -2K -1.9% $117.25 -1.0%
40 LYB LYONDELLBASELL INDUSTRIES N Basic Materials 190,709.0 $10.0M 0.66% +15K +8.7% $52.65 +28.3%
Page 2 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%