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MIM

Marco Investment Management Portfolio holdings

AUM $1.52B
1-Year Est. Return 47.33%
This Fund
S&P 500
This Quarter Est. Return
+13.52%
1 Year Est. Return
+47.33%
3 Year Est. Return
+126.67%
5 Year Est. Return
+163.42%
10 Year Est. Return
+1,200.89%
AUM
$1.2B
AUM Growth
+$121M
Cap. Flow
+$16.9M
Cap. Flow %
1.41%
Top 10 Hldgs %
36.59%
Holding
226
New
12
Increased
87
Reduced
53
Closed
6

Top Buys

Rank Stock Value
1
UNH icon
UnitedHealth
UNH
+$7.16M
2
LYB icon
LyondellBasell Industries
LYB
+$2.53M
3
AMZN icon
Amazon
AMZN
+$1.08M
4
QCOM icon
Qualcomm
QCOM
+$1.07M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$955K

Top Sells

Rank Stock Value
1
GLD icon
SPDR Gold Trust
GLD
+$3.33M
2
HD icon
Home Depot
HD
+$1.07M
3
GPN icon
Global Payments
GPN
+$677K
4
GIS icon
General Mills
GIS
+$640K
5
KO icon
Coca-Cola
KO
+$379K

Sector Composition

Rank Sector Weight
1 Technology 34.72%
2 Healthcare 13.18%
3 Financials 11.35%
4 Industrials 9.59%
5 Consumer Staples 8.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
WY icon
226
Weyerhaeuser
WY
$18.2B
– –
-10,999
Closed -$322K
6 7 8 9
10

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Marco Investment Management's Q2 2025 Portfolio in Review

As of Q2 2025, Marco Investment Management held 226 positions worth $1.2B, up 11% from $1.08B the previous quarter. Its ten largest holdings account for 37% of the portfolio.

Marco Investment Management's Q2 2025 filing shows 12 new, 87 increased, 53 reduced and 6 closed positions. Its largest new stake was Novanta: 1,970 shares worth $254K. The largest sale was SPDR Gold Trust, an estimated $3.33M.

By sector, the portfolio is most concentrated in Technology at 35% of assets, up from 31% a quarter earlier, followed by Healthcare and Financials.

  • Marco Investment Management's largest Q2 2025 buy was Novanta: 1,970 shares worth $254K.
  • Marco Investment Management added most to UnitedHealth in Q2 2025, an estimated $7.16M increase.
  • Marco Investment Management's biggest Q2 2025 reduction was SPDR Gold Trust, cutting an estimated $3.33M.
  • Marco Investment Management fully exited Weyerhaeuser in Q2 2025, selling an estimated $322K.
  • Marco Investment Management's ten largest holdings make up 37% of its $1.2B portfolio in Q2 2025.
  • Marco Investment Management opened 12 new positions and closed 6 in Q2 2025.
  • Marco Investment Management's portfolio value rose 11% quarter-over-quarter to $1.2B.

Based on Marco Investment Management's 13F filing for Q2 2025, filed 6 Aug 2025.