Marco Investment Management LLC
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 Holdings
Equity Positions (219)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AVGO | BROADCOM INC | 8.64% | $103.6M | 375,782 | $38.94 | $275.65 | +$40.8M |
A AAPL | APPLE INC | 4.68% | $56.1M | 273,434 | $38.32 | $205.17 | -$4.0M |
J JPM | JPMORGAN CHASE & CO. | 3.84% | $46.1M | 158,950 | $72.19 | $289.91 | +$7.5M |
M MSFT | MICROSOFT CORP | 3.67% | $44.0M | 88,513 | $124.75 | $497.41 | +$11.3M |
C COST | COSTCO WHSL CORP NEW | 3.32% | $39.8M | 40,194 | $128.84 | $989.94 | +$1.7M |