1y return+24.8%S&P 500 +20.9%
3y return+67.7%S&P 500 +68.5%
5y return+75.2%S&P 500 +74.5%
10y return+231.7%S&P 500 +256.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2016: $332 against $357 in the S&P 500.2
Marco Investment Management LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| AVGOBroadcom Inc | $117.3M | 7.7% | −3.9% |
| AAPLApple Inc | $76.1M | 5.0% | −3.1% |
| CATCaterpillar Inc | $71.6M | 4.7% | −3.4% |
| KLACKla Corp | $66.1M | 4.3% | +830.7% |
| JPMJpmorgan Chase & Co. | $51.6M | 3.4% | |
| PANWPalo Alto Networks Inc | $47.8M | 3.1% | |
| GSGoldman Sachs Group Inc | $38.3M | 2.5% | |
| COSTCostco Whsl Corp New | $37.4M | 2.5% | |
| QCOMQualcomm Inc | $36.4M | 2.4% | −1.5% |
| ABBVAbbvie Inc | $35.1M | 2.3% | |
| CSCOCisco Sys Inc | $34.2M | 2.3% | −2.0% |
| GOOGLAlphabet Inc | $34.0M | 2.2% | −1.4% |
| MSFTMicrosoft Corp | $32.7M | 2.1% | |
| UNHUnitedhealth Group Inc | $31.7M | 2.1% | |
| WMTWalmart Inc | $28.6M | 1.9% | |
| CIThe Cigna Group | $26.1M | 1.7% | |
| LOWLowes Cos Inc | $23.5M | 1.5% | |
| AXPAmerican Express Co | $23.5M | 1.5% | |
| Nxp Semiconductors N VCUSIP N6596X109 | $22.2M | 1.5% | |
| Lam Research CorpCUSIP 512807108 | $21.8M | 1.4% | −15.3% |
| HDHome Depot Inc | $20.4M | 1.3% | |
| SPYSpdr S&p 500 Etf Tr | $19.8M | 1.3% | |
| EPDEnterprise Prods Partners L | $19.4M | 1.3% | |
| KOCoca Cola Co | $19.1M | 1.3% | −2.1% |
| SYKStryker Corporation | $18.1M | 1.2% | +1.5% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| AVGOBroadcom Inc | June 30, 2020 | +1096.9% | $117.3M |
| PANWPalo Alto Networks Inc | June 30, 2020 | +790.9% | $47.8M |
| CATCaterpillar Inc | June 30, 2020 | +741.8% | $71.6M |
| Lam Research CorpCUSIP 512807108 | September 30, 2021 | +661.4% | $21.8M |
| GSGoldman Sachs Group Inc | June 30, 2020 | +411.8% | $38.3M |
| GOOGLAlphabet Inc | June 30, 2020 | +404.0% | $34.0M |
| MTZMastec Inc | March 31, 2025 | +256.5% | $14.2M |
| AXPAmerican Express Co | June 30, 2020 | +255.3% | $23.5M |
| JPMJpmorgan Chase & Co. | June 30, 2020 | +248.0% | $51.6M |
| AFLAflac Inc | June 30, 2020 | +225.4% | $10.4M |
Sold off last quarter
- Honeywell Intl IncCUSIP 438516106 was $11.4M
- AMDAdvanced Micro Devices Inc was $6.1M
- LMTLockheed Martin Corp was $236K
- FNDXSchwab Strategic Tr was $234K
- Nvidia CorporationCUSIP 67066G904 was $214K
- BPBp PLC was $200K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +12.9% | +14.8% |
| March 31, 2026 | −0.8% | −4.6% |
| December 31, 2025 | +2.3% | +2.4% |
| September 30, 2025 | +8.9% | +7.8% |
| June 30, 2025 | +9.6% | +10.5% |
| March 31, 2025 | −4.0% | −4.6% |
| December 31, 2024 | +0.6% | +2.1% |
| September 30, 2024 | +5.4% | +5.4% |
| June 30, 2024 | +1.6% | +4.0% |
| March 31, 2024 | +9.2% | +10.0% |
| December 31, 2023 | +12.0% | +11.2% |
| September 30, 2023 | −3.1% | −3.6% |
| June 30, 2023 | +5.9% | +8.3% |
| March 31, 2023 | +4.6% | +7.0% |
| December 31, 2022 | +10.3% | +7.1% |
| September 30, 2022 | −5.6% | −5.3% |
| June 30, 2022 | −15.1% | −16.5% |
| March 31, 2022 | −4.0% | −4.9% |
| December 31, 2021 | +12.2% | +10.7% |
| September 30, 2021 | −1.1% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Marco Investment Management LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1080493&type=13F-HR&dateb=&owner=include&count=40CIK 1080493
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1080493/000108049326000003/Filed August 3, 2026 · accession 0001080493-26-000003