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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
GDX icon
26
VanEck Gold Miners ETF
GDX
$27.4B
$15.6M 1.2%
204,507
-97
-0% -$5.84K
UNP icon
27
Union Pacific
UNP
$174B
$14.3M 1.09%
60,436
+2,320
+4% +$523K
CRM icon
28
Salesforce
CRM
$158B
$13.1M 1.01%
55,414
+146
+0.3% +$36.8K
AMGN icon
29
Amgen
AMGN
$222B
$12.4M 0.95%
43,924
+986
+2% +$286K
PSX icon
30
Phillips 66
PSX
$81.4B
$10.7M 0.82%
78,756
+1,034
+1% +$132K
COP icon
31
ConocoPhillips
COP
$141B
$10.5M 0.81%
111,172
+712
+0.6% +$67.3K
HON icon
32
Honeywell
HON
$78B
$10.3M 0.79%
51,994
+1,084
+2% +$226K
AFL icon
33
Aflac
AFL
$62.6B
$10.2M 0.78%
91,078
-1,267
-1% -$133K
AMZN icon
34
Amazon
AMZN
$2.96T
$10M 0.77%
45,727
+19,516
+74% +$4.42M
NOC icon
35
Northrop Grumman
NOC
$81.2B
$9.73M 0.75%
15,965
-379
-2% -$215K
UPS icon
36
United Parcel Service
UPS
$88.9B
$9.63M 0.74%
115,258
+898
+0.8% +$81.3K
PG icon
37
Procter & Gamble
PG
$339B
$9.06M 0.69%
58,973
-354
-0.6% -$55.3K
MDT icon
38
Medtronic
MDT
$112B
$9.01M 0.69%
94,655
-1,333
-1% -$123K
NVDA icon
39
NVIDIA
NVDA
$5.42T
$8.98M 0.69%
48,132
+201
+0.4% +$35K
LYB icon
40
LyondellBasell Industries
LYB
$19.2B
$8.77M 0.67%
178,796
+2,831
+2% +$160K
AZO icon
41
AutoZone
AZO
$51.1B
$8.61M 0.66%
2,007
– –
XOM icon
42
ExxonMobil
XOM
$634B
$8.49M 0.65%
75,313
-1,258
-2% -$140K
ABT icon
43
Abbott
ABT
$187B
$8.22M 0.63%
61,399
-499
-0.8% -$65.5K
J icon
44
Jacobs Solutions
J
$17B
$8.21M 0.63%
54,795
-200
-0.4% -$28.7K
MRK icon
45
Merck
MRK
$318B
$8.1M 0.62%
96,455
-1,122
-1% -$92.4K
LRCX icon
46
Lam Research
LRCX
$390B
$8.07M 0.62%
60,270
– –
TSLA icon
47
Tesla
TSLA
$1.3T
$7.88M 0.6%
17,716
-34
-0.2% -$11.8K
SCHW
48
Charles Schwab
SCHW
$187B
$7.39M 0.57%
77,389
– –
META icon
49
Meta Platforms (Facebook)
META
$1.51T
$7.35M 0.56%
10,013
+411
+4% +$306K
LHX icon
50
L3Harris
LHX
$53.4B
$7.28M 0.56%
23,847
-82
-0.3% -$22.4K
1
2
3 4 5

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ARAM
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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.