MARCO INVESTMENT MANAGEMENT LLC

RIA/Wealth

MARCO INVESTMENT MANAGEMENT LLC is a RIA/Wealth based in Atlanta, GA led by Steven Scott Marco, reporting $1.6B in AUM as of Q3 2025 with 34% Technology concentration.

Managing PartnerSteven Scott Marco

Portfolio Value: $1.3B
Positions: 221
Top Holding: AVGO at 8.59%
Last Reported: Q3 2025

Address1100 Atlanta Financial Center, 3353 Peachtree Road Ne, Atlanta, GA, 30326, United States

Top Holdings

Largest long holdings in MARCO INVESTMENT MANAGEMENT LLC's portfolio (37% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Broadcom Inc. AVGO	Semiconductors Technology	$112.1M	8.59%	-$11.9M Sold	0.01% 339.8K shares	Q3 2017 Held for 8y 2m
2 Apple AAPL	Consumer Electronics Technology	$68.9M	5.28%	-$709.9K Sold	0.00% 270.6K shares	≤ Q2 2013 Held for 12y 5m+
3 JPMorgan Chase JPM	Banks - Diversified Financial Services	$49.3M	3.78%	-$809.7K Sold	0.01% 156.4K shares	≤ Q2 2013 Held for 12y 5m+
4 Microsoft MSFT	Software - Infrastructure Technology	$45.6M	3.49%	-$226.9K Sold	0.00% 88.1K shares	≤ Q2 2013 Held for 12y 5m+
5 Costco Wholesale COST	Discount Stores Consumer Defensive	$37.5M	2.87%	+$293.4K Bought	0.01% 40.5K shares	≤ Q2 2013 Held for 12y 5m+
6 Goldman Sachs Group GS	Financial - Capital Markets Financial Services	$36.6M	2.80%	-$346.4K Sold	0.02% 45.9K shares	≤ Q2 2013 Held for 12y 5m+
7 Caterpillar CAT	Agricultural - Machinery Industrials	$34.0M	2.61%	-$364.1K Sold	0.02% 71.3K shares	≤ Q2 2013 Held for 12y 5m+
8 Qualcomm QCOM	Semiconductors Technology	$33.8M	2.59%	+$14.0K Bought	0.02% 203.3K shares	≤ Q2 2013 Held for 12y 5m+
9 AbbVie ABBV	Drug Manufacturers - General Healthcare	$32.7M	2.50%	+$256.8K Bought	0.01% 141.2K shares	≤ Q2 2013 Held for 12y 5m+
10 Oracle ORCL	Software - Infrastructure Technology	$31.8M	2.44%	-$3.5M Sold	0.00% 113.2K shares	≤ Q2 2013 Held for 12y 5m+

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in MARCO INVESTMENT MANAGEMENT LLC's latest filing

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Market Value

$1.3B

Prior: $1.2B

Q/Q Change

+8.86%

+$106.2M

Net Flows % of MV

-0.144%

Turnover Ratio

1.99%

New Purchases

0 stocks

Added To

59 stocks

+$24.1M

Sold Out Of

7 stocks

$1.7M

Reduced Holdings

87 stocks

-$24.3M

Increased Positions

Position	Shares Δ	Change
1 Amazon AMZN	+74.46%	26.2K → 45.7K +$4.3M
2 UnitedHealth Group UNH	+36.85%	55.7K → 76.2K +$7.1M
3 Energy Transfer ET	+36.32%	27.7K → 37.7K +$172.4K
4 Cigna CI	+28.36%	71.8K → 92.2K +$5.9M
5 MasTec MTZ	+28.22%	24.7K → 31.6K +$1.5M

Decreased Positions

Position	Shares Δ	Change
1 Amentum Holdings AMTM	Sold	25.2K → 0 −$594.0K
2 Novanta NOVT	Sold	2.0K → 0 −$254.0K
3 Simpson Manufacturing SSD	Sold	1.3K → 0 −$206.6K
4 Federal Signal FSS	Sold	1.9K → 0 −$206.5K
5 Extra Space Storage EXR	Sold	1.4K → 0 −$204.9K

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Analytics

Portfolio insights and performance metrics for MARCO INVESTMENT MANAGEMENT LLC

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Sector Allocation

Technology

34.30%

Healthcare

13.50%

Financial Services

11.10%

Industrials

10.10%

Consumer Cyclical

7.80%

Consumer Defensive

7.70%

ETF

4.40%

Energy

4.30%

Communication Services

3.50%

Basic Materials

1.20%

Utilities

0.60%

Real Estate

0.50%

Market Cap Distribution

Mega Cap (> $200B)

56.45%

Large Cap ($10B - $200B)

37.04%

Mid Cap ($2B - $10B)

0.44%

Small Cap ($300M - $2B)

0.07%

Micro Cap ($50M - $300M)

0.01%

Nano Cap (< $50M)

0.56%

N/A (ETF or Unknown)

5.44%

Portfolio Concentration

Top 10 Holdings %

36.96%

Top 20 Holdings %

56.34%

Top 50 Holdings %

81.77%

Top 100 Holdings %

95.31%