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Portfolio (Quarterly) Guide ↗

MARCO INVESTMENT MANAGEMENT LLC

· CIK 0001080493
13F Portfolio $1.3B AUM Filed Nov 4, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 222 New
Page 12 of 12  ·  222 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 ELDN ELEDON PHARMACEUTICALS INC Healthcare 30,344.0 $79K 0.01% NEW $2.59 +50.2%
222 PVL PERMIANVILLE RTY TR Energy 12,000.0 $22K 0.00% NEW $1.81 +8.3%
Page 12 of 12  ·  222 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 34.9%
Healthcare 14.0%
Financial Services 13.7%
Industrials 10.5%
Consumer Cyclical 8.1%
Consumer Defensive 8.0%
Energy 4.5%
Communication Services 3.7%
Basic Materials 1.3%
Utilities 0.7%