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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
+10.2%
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
$1.31B
AUM Growth
+$107M
Cap. Flow
+$463K
Cap. Flow %
0.04%
Top 10 Hldgs %
36.95%
Holding
229
New
9
Increased
59
Reduced
87
Closed
7

Top Buys

Rank Stock Value
1
UNH icon
UnitedHealth
UNH
+$6.2M
2
CI icon
Cigna
CI
+$6.02M
3
AMZN icon
Amazon
AMZN
+$4.42M
4
MTZ icon
MasTec
MTZ
+$1.27M
5
UNP icon
Union Pacific
UNP
+$523K

Top Sells

Rank Stock Value
1
AVGO icon
Broadcom
AVGO
+$11M
2
ORCL icon
Oracle
ORCL
+$3.15M
3
IFF icon
International Flavors & Fragrances
IFF
+$806K
4
JPM icon
JPMorgan Chase
JPM
+$763K
5
AAPL icon
Apple
AAPL
+$630K

Sector Composition

Rank Sector Weight
1 Technology 34.61%
2 Healthcare 13.67%
3 Financials 11.12%
4 Industrials 9.72%
5 Consumer Discretionary 7.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NOVT icon
226
Novanta
NOVT
$6.36B
– –
-1,970
Closed -$254K
SPSC icon
227
SPS Commerce
SPSC
$2.7B
– –
-1,500
Closed -$204K
SSD icon
228
Simpson Manufacturing
SSD
$8.1B
– –
-1,330
Closed -$207K
AMTM
229
Amentum Holdings
AMTM
$5.59B
– –
-25,157
Closed -$594K
6 7 8 9
10

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Marco Investment Management's Q3 2025 Portfolio in Review

As of Q3 2025, Marco Investment Management held 229 positions worth $1.31B, up 8.9% from $1.2B the previous quarter. Its ten largest holdings account for 37% of the portfolio.

Marco Investment Management's Q3 2025 filing shows 9 new, 59 increased, 87 reduced and 7 closed positions. Its largest new stake was Aaon: 2,609 shares worth $244K. The largest sale was Broadcom, an estimated $11M.

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

  • Marco Investment Management's largest Q3 2025 buy was Aaon: 2,609 shares worth $244K.
  • Marco Investment Management added most to UnitedHealth in Q3 2025, an estimated $6.2M increase.
  • Marco Investment Management's biggest Q3 2025 reduction was Broadcom, cutting an estimated $11M.
  • Marco Investment Management fully exited Amentum Holdings in Q3 2025, selling an estimated $594K.
  • Marco Investment Management's ten largest holdings make up 37% of its $1.31B portfolio in Q3 2025.
  • Marco Investment Management opened 9 new positions and closed 7 in Q3 2025.
  • Marco Investment Management's portfolio value rose 8.9% quarter-over-quarter to $1.31B.

Based on Marco Investment Management's 13F filing for Q3 2025, filed 4 Nov 2025.