MARCO INVESTMENT MANAGEMENT LLC
SEC Form 13F institutional filer · CIK 0001080493
13F-HR · 164 reported holdings · 2026-03-31
SEC-registered institutional investment manager.
Reported long-US-equity value
$1.21B
Top-10 concentration
38.4%
MARCO INVESTMENT MANAGEMENT LLC — $1.21B AUM allocation strategy
MARCO INVESTMENT MANAGEMENT LLC files SEC Form 13F and reports $1.21B of long US equity value across 164 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 25.4%, followed by Financials 8.2% and Health Care 7.8%.
The top 10 holdings account for 38% of reported value — a broadly spread portfolio. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
MARCO INVESTMENT MANAGEMENT LLC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$1.21B
total across 164 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
38% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$BMY +8.32K sh · +$679K+$AMZN +8.16K sh · +$591K+$IVV +7.89K sh · +$1.67M
Biggest trims (shares)
−$AMAT −20K sh · −$5.05M−$WMT −8.41K sh · +$2.32M−$GS −7.45K sh · −$7.81M
Exited to nil (held last quarter, gone now)
None this quarter
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Semiconductors10.4%—
- Consumer Staples Merchandise Retail5.9%—
- Technology Hardware, Storage & Peripherals5.7%—
- Systems Software4.6%—
- Construction Machinery & Heavy Transportation Equipment4.1%—
- Diversified Banks3.8%—
- Home Improvement Retail3.6%—
- Semiconductor Materials & Equipment2.9%—
- Other holdings59.1%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
10 of 10 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $AVGO | Broadcom Inc | 323K | $100M | -4.95K | 8.2% |
| $AAPL | Apple Inc | 271K | $68.9M | +2.4K | 5.7% |
| $CAT | Caterpillar Inc | 69.6K | $49.3M | -1.31K | 4.1% |
| $JPM | JP Morgan Chase & Co | 158K | $46.4M | +2.12K | 3.8% |
| $COST | Costco Wholesale Corporation | 40.2K | $40.1M | -31 | 3.3% |
| $KLAC | KLA Corporation | 23.5K | $34.7M | -413 | 2.9% |
| $MSFT | Microsoft Corporation | 88.3K | $32.7M | -63 | 2.7% |
| $GS | Goldman Sachs Group Inc | 38.1K | $32.2M | -7.45K | 2.7% |
| $WMT | Walmart Inc | 253K | $31.5M | -8.41K | 2.6% |
| $ABBV | AbbVie Inc | 140K | $30.3M | +94 | 2.5% |
…and 154 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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