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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 3 of 13  ·  245 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 XOM EXXON MOBIL CORP Energy 70,825.0 $9.7M 0.64% -4K -5.5% $136.72 +20.8%
42 CRM SALESFORCE INC Technology 58,912.0 $9.2M 0.61% +4K +6.7% $156.66 +33.5%
43 PWR QUANTA SVCS INC Industrials 12,807.0 $9.2M 0.61% -734.0 -5.4% $720.04 -11.2%
44 PG PROCTER AND GAMBLE CO Consumer Defensive 59,109.0 $8.7M 0.57% $146.64 -1.3%
45 NOC NORTHROP GRUMMAN CORP Industrials 15,811.0 $8.1M 0.53% -122.0 -0.8% $509.31 +8.2%
46 NVDA NVIDIA CORPORATION Technology 40,200.0 $8.0M 0.53% -7K -14.8% $200.09 +7.3%
47 TSLA TESLA INC Consumer Cyclical 17,981.0 $7.6M 0.50% +334.0 +1.9% $420.60 -13.7%
48 CVS CVS HEALTH CORP Healthcare 72,621.0 $7.5M 0.49% -2K -2.7% $103.45 -10.1%
49 JNJ JOHNSON & JOHNSON Healthcare 28,817.0 $7.3M 0.48% +177.0 +0.6% $253.97 +6.4%
50 MDT MEDTRONIC PLC Healthcare 92,878.0 $7.3M 0.48% -1K -1.4% $78.23 +19.3%
51 J JACOBS SOLUTIONS INC Industrials 57,060.0 $7.2M 0.47% +2K +4.0% $126.00 +19.1%
52 SCHW SCHWAB CHARLES CORP Financial Services 76,668.0 $7.1M 0.47% $92.27 +21.7%
53 LHX L3HARRIS TECHNOLOGIES INC Industrials 23,539.0 $6.8M 0.45% -176.0 -0.7% $290.59 -8.2%
54 META META PLATFORMS INC Communication Services 11,547.0 $6.5M 0.43% +1K +12.5% $563.29 -2.4%
55 COPX GLOBAL X FDS 84,400.0 $6.5M 0.43% NEW $76.97 +22.9%
56 ETN EATON CORP PLC Industrials 14,548.0 $6.2M 0.41% $426.12 -1.6%
57 AZO AUTOZONE INC Consumer Cyclical 1,840.0 $5.9M 0.39% -158.0 -7.9% $3195.94 -7.4%
58 DIS DISNEY WALT CO Communication Services 60,978.0 $5.9M 0.39% -1K -2.1% $96.25 +12.0%
59 ABT ABBOTT LABS Healthcare 63,749.0 $5.8M 0.38% +3K +4.7% $90.74 +28.5%
60 GLD SPDR GOLD TR Financial Services 15,346.0 $5.7M 0.37% -5K -24.6% $368.38 +14.9%
Page 3 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%