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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
IBM icon
76
IBM
IBM
$223B
$3.04M 0.23%
10,774
+34
+0.3% +$8.9K
WFC icon
77
Wells Fargo
WFC
$265B
$2.99M 0.23%
35,651
+317
+0.9% +$25.7K
CTSH icon
78
Cognizant
CTSH
$26.3B
$2.87M 0.22%
42,750
-1,750
-4% -$127K
MGA icon
79
Magna International
MGA
$18.7B
$2.85M 0.22%
60,220
-7,770
-11% -$342K
DLR icon
80
Digital Realty Trust
DLR
$70.8B
$2.84M 0.22%
16,450
+700
+4% +$120K
RSP icon
81
Invesco S&P 500 Equal Weight ETF
RSP
$99.1B
$2.81M 0.22%
14,828
+110
+0.7% +$20.5K
SBUX icon
82
Starbucks
SBUX
$119B
$2.75M 0.21%
32,548
-250
-0.8% -$22.4K
EXAS
83
DELISTED
Exact Sciences
EXAS
$2.72M 0.21%
49,728
-2,100
-4% -$105K
GOOG icon
84
Alphabet (Google) Class C
GOOG
$4.35T
$2.54M 0.19%
10,439
+25
+0.2% +$5.25K
ACN icon
85
Accenture
ACN
$109B
$2.5M 0.19%
10,138
-7
-0.1% -$1.82K
VUG icon
86
Vanguard Morningstar Growth ETF
VUG
$230B
$2.47M 0.19%
30,900
-78
-0.3% -$5.96K
RTX icon
87
RTX Corp
RTX
$302B
$2.35M 0.18%
14,069
-14
-0.1% -$2.17K
ISRG icon
88
Intuitive Surgical
ISRG
$139B
$2.24M 0.17%
4,998
+913
+22% +$438K
GILD icon
89
Gilead Sciences
GILD
$165B
$2.16M 0.17%
19,501
-98
-0.5% -$11.1K
DRI icon
90
Darden Restaurants
DRI
$24.9B
$2.03M 0.16%
10,675
– –
DG icon
91
Dollar General
DG
$27B
$1.97M 0.15%
19,097
+292
+2% +$32K
TFC icon
92
Truist Financial
TFC
$63.4B
$1.86M 0.14%
40,681
-1,275
-3% -$57.5K
NVS icon
93
Novartis
NVS
$298B
$1.81M 0.14%
14,120
– –
BHP icon
94
BHP
BHP
$230B
$1.71M 0.13%
30,634
-7,900
-21% -$420K
OKLO
95
Oklo
OKLO
$7.74B
$1.69M 0.13%
15,105
-4,470
-23% -$350K
CVX icon
96
Chevron
CVX
$382B
$1.66M 0.13%
10,658
+965
+10% +$149K
KMB icon
97
Kimberly-Clark
KMB
$35.9B
$1.63M 0.12%
13,115
-50
-0.4% -$6.46K
XLK icon
98
State Street Technology Select Sector SPDR ETF
XLK
$122B
$1.59M 0.12%
11,296
– –
TXN icon
99
Texas Instruments
TXN
$256B
$1.58M 0.12%
8,589
– –
XLF icon
100
State Street Financial Select Sector SPDR ETF
XLF
$59B
$1.54M 0.12%
28,539
– –
2 3
4
5 6

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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.