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Filers›Holding Co.›MARCO INVESTMENT MANAGEMENT LLC
DOSSIER · 13F-HR · Q1 2026

MARCO INVESTMENT MANAGEMENT LLC

MARCO INVESTMENT's holding co. based in Boston, MA — $1.3B in tracked AUM across 232 positions as of Q1 2026.

MI
MARCO INVESTMENT·Boston, MA·Holding Co.
CIK 0001080493 · last filed Mar 31, 2026
Total AUM
$1.3B
▲ 18.6%
vs prior
Holdings
232
—
positions
Whale Score
59
59
tracked
Activity
—
no data
changes this Q
Top sector
Tech
9% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

MARCO INVESTMENT MANAGEMENT LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
AVGO
BROADCOM INC
$100M323K7.5%
02
AAPL
APPLE INC
$69M271K5.2%
03
CAT
CATERPILLAR INC
$49M70K3.7%
04
JPM
JPMORGAN CHASE & CO.
$46M158K3.5%
05
COST
COSTCO WHSL CORP NEW
$40M40K3.0%
06
KLAC
KLA CORP
$35M24K2.6%
07
MSFT
MICROSOFT CORP
$33M88K2.5%
08
GS
GOLDMAN SACHS GROUP INC
$32M38K2.4%
09
WMT
WALMART INC
$31M253K2.4%
10
ABBV
ABBVIE INC
$30M140K2.3%

Filing history

Filing history loading…
AI Agent · grounded in MARCO
haiku-4-5 · 232 positions indexed
Sector mix
  • Tech9%
  • Financials6%
  • Health Care45%
  • Communications6%
  • Industrials13%
  • Other21%
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