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Marco Investment Management LLC

CIK:0001080493
Investment Adviser
$1B AUM
220 holdings
Atlanta, GA, US
Founded:1999
9 employees
Latest filing:Jun 30, 2025

Marco Investment Management LLC is an independent registered investment advisory firm headquartered in Atlanta, Georgia. The firm manages over $1.3 billion in assets for high-net-worth individuals, charities, government entities, and corporations. Founded in 1999, Marco offers tailored portfolio management and investment advice with a team of 9 employees, focused on personalized client service and long-term financial success.

Investment Strategy

Marco Investment Management LLC employs a direct, actively managed approach to portfolio construction, focusing on equities and fixed income allocations that align with clients' growth and income needs. The firm primarily serves high-net-worth individuals, charitable organizations, and institutional clients, implementing diversified portfolios with an emphasis on leading large-cap U.S. companies. Their investment philosophy centers on fundamental research, risk management, and long-term capital appreciation while adjusting allocations to reflect changing market conditions and client objectives.

Top Buys
A
AVGOBROADCOM INC
+$40.8M
M
MSFTMICROSOFT CORP
+$11.3M
O
ORCLORACLE CORP
+$10.6M
G
GSGOLDMAN SACHS GROUP INC
+$7.9M
J
JPMJPMORGAN CHASE & CO.
+$7.5M
Top Sells
A
AAPLAPPLE INC
-$4.0M
A
ABBVABBVIE INC
-$2.8M
G
GLDSPDR GOLD TR
-$2.8M
U
UNHUNITEDHEALTH GROUP INC
-$2.0M
G
GPNGLOBAL PMTS INC
-$1.7M

Top Holdings

A
AVGOBROADCOM INC
+8.6%$103.6M
A
AAPLAPPLE INC
+4.7%$56.1M
J
JPMJPMORGAN CHASE & CO.
+3.8%$46.1M
M
MSFTMICROSOFT CORP
+3.7%$44.0M
C
COSTCOSTCO WHSL CORP NEW
+3.3%$39.8M

Equity Positions (219)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
A
AVGO
BROADCOM INC8.64%$103.6M375,782$38.94$275.65+$40.8M
A
AAPL
APPLE INC4.68%$56.1M273,434$38.32$205.17-$4.0M
J
JPM
JPMORGAN CHASE & CO.3.84%$46.1M158,950$72.19$289.91+$7.5M
M
MSFT
MICROSOFT CORP3.67%$44.0M88,513$124.75$497.41+$11.3M
C
COST
COSTCO WHSL CORP NEW3.32%$39.8M40,194$128.84$989.94+$1.7M

Industry Allocation

SEMICONDUCTORS & RELATED DEVICES
+12.2%
SERVICES-PREPACKAGED SOFTWARE
+7.3%
RETAIL-VARIETY STORES
+5.7%
NATIONAL COMMERCIAL BANKS
+4.7%
ELECTRONIC COMPUTERS
+4.7%