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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
USB icon
151
US Bancorp
USB
$100B
$407K 0.03%
8,427
-210
-2% -$9.93K
PEP icon
152
PepsiCo
PEP
$188B
$398K 0.03%
2,832
-60
-2% -$8.57K
GGG icon
153
Graco
GGG
$13.5B
$391K 0.03%
4,600
– –
NVDA icon
154
CALL
NVIDIA
NVDA
$5.27T
$388K 0.03%
+65
New +$11.3K
BX icon
155
Blackstone
BX
$113B
$385K 0.03%
2,256
– –
SLB icon
156
SLB Ltd
SLB
$78.9B
$375K 0.03%
10,910
-597
-5% -$20.8K
EXPD icon
157
Expeditors International
EXPD
$23.3B
$374K 0.03%
3,050
-100
-3% -$11.9K
CARR icon
158
Carrier Global
CARR
$52.3B
$373K 0.03%
6,256
– –
NVO
159
Novo Nordisk
NVO
$211B
$363K 0.03%
6,550
-152
-2% -$8.9K
GE icon
160
GE Aerospace
GE
$380B
$359K 0.03%
1,192
+15
+1% +$4.1K
OEF icon
161
iShares S&P 100 ETF
OEF
$20.5B
$349K 0.03%
1,050
– –
VBR icon
162
Vanguard Morningstar Small-Cap Value ETF
VBR
$38B
$348K 0.03%
1,668
+35
+2% +$7.16K
OKE icon
163
Oneok
OKE
$56.9B
$344K 0.03%
4,712
-267
-5% -$20.4K
BNY
164
Bank of New York Mellon
BNY
$108B
$341K 0.03%
3,127
– –
COF icon
165
Capital One
COF
$134B
$337K 0.03%
1,585
– –
IYW icon
166
iShares US Technology ETF
IYW
$25.3B
$333K 0.03%
1,700
– –
MA icon
167
Mastercard
MA
$493B
$327K 0.03%
575
– –
ECML icon
168
Euclidean Fundamental Value ETF
ECML
$129M
$326K 0.03%
9,800
– –
GIS icon
169
General Mills
GIS
$19.9B
$323K 0.02%
6,400
-1,300
-17% -$65.2K
YUM icon
170
Yum! Brands
YUM
$39.7B
$319K 0.02%
2,100
– –
ROAD icon
171
Construction Partners
ROAD
$6.68B
$319K 0.02%
2,511
-685
-21% -$78.2K
CWST icon
172
Casella Waste Systems
CWST
$5.72B
$318K 0.02%
3,350
– –
SHEL icon
173
Shell
SHEL
$249B
$306K 0.02%
4,282
+10
+0.2% +$720
DSGX icon
174
Descartes Systems
DSGX
$6.86B
$305K 0.02%
3,235
– –
IWO icon
175
iShares Russell 2000 Growth ETF
IWO
$14.9B
$302K 0.02%
945
– –
5 6
7
8 9

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ACL
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ARAM
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AM
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FCM
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KP
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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.