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.
Latest 13F Filing Activity
Marco Investment Management LLC filed their most recent 13F report on Jun 30, 2025 disclosing 219 equity positions with a total 13F market value of $1B. The fund increased holdings in Broadcom Inc., Microsoft Corp., Oracle Corp. among other positions. Marco Investment Management LLC reduced exposure to Apple Inc., Abbvie Inc., SPDR Gold TR among others.
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 |
Industry Allocation
Investment Team (2)
| Name | Role | Location | |
|---|---|---|---|
 | Executive Vice President, Portfolio Manager | Atlanta, GA , United States | |
 | Portfolio Manager | Atlanta, GA , United States |