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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 4 of 12  ·  222 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 BAC BANK AMERICA CORP Financial Services 92,772.0 $4.8M 0.37% NEW $51.59 -0.2%
62 ROP ROPER TECHNOLOGIES INC Industrials 9,143.0 $4.6M 0.35% NEW $498.69 -34.0%
63 EXPE EXPEDIA GROUP INC Consumer Cyclical 21,244.0 $4.5M 0.35% NEW $213.75 +2.0%
64 MCD MCDONALDS CORP Consumer Cyclical 14,523.0 $4.4M 0.34% NEW $303.89 -6.5%
65 QQQ INVESCO QQQ TR Financial Services 7,198.0 $4.3M 0.33% NEW $600.37 +19.0%
66 AMAT APPLIED MATLS INC Technology 21,103.0 $4.3M 0.33% NEW $204.74 +108.7%
67 DUK DUKE ENERGY CORP NEW Utilities 34,879.0 $4.3M 0.33% NEW $123.75 +0.7%
68 EOG EOG RES INC Energy 37,265.0 $4.2M 0.32% NEW $112.12 +24.8%
69 INTC INTEL CORP Technology 122,984.0 $4.1M 0.32% NEW $33.55 +253.2%
70 TJX TJX COS INC NEW Consumer Cyclical 27,813.0 $4.0M 0.31% NEW $144.54 +10.1%
71 O REALTY INCOME CORP Real Estate 62,603.0 $3.8M 0.29% NEW $60.79 +2.4%
72 GPN GLOBAL PMTS INC Industrials 44,882.0 $3.7M 0.29% NEW $83.08 -12.6%
73 VZ VERIZON COMMUNICATIONS INC Communication Services 82,764.0 $3.6M 0.28% NEW $43.95 +8.8%
74 PFE PFIZER INC Healthcare 138,209.0 $3.5M 0.27% NEW $25.48 +1.8%
75 PYPL PAYPAL HLDGS INC Financial Services 49,208.0 $3.3M 0.25% NEW $67.06 -33.8%
76 IBM INTERNATIONAL BUSINESS MACHS Technology 10,774.0 $3.0M 0.23% NEW $282.16 -10.3%
77 WFC WELLS FARGO CO NEW Financial Services 35,651.0 $3.0M 0.23% NEW $83.82 -9.6%
78 CTSH COGNIZANT TECHNOLOGY SOLUTIO Technology 42,750.0 $2.9M 0.22% NEW $67.07 -22.0%
79 MGA MAGNA INTL INC Consumer Cyclical 60,220.0 $2.9M 0.22% NEW $47.38 +33.2%
80 DLR DIGITAL RLTY TR INC Real Estate 16,450.0 $2.8M 0.22% NEW $172.88 +12.4%
Page 4 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%