MARCO INVESTMENT MANAGEMENT LLC

Q3 2025 13F-HR Holdings

Location
Atlanta, GA
Holdings as of
9/30/2025
Date filed
11/4/2025
Form type
13F-HR
Num holdings
222
Total value ($000)
$1,305,640
Net value change ($000)
+106,625 (8.9%)
New positions
8
Sold out positions
7
Turnover %
0.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/6/2025 Next filing: 2/4/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
AAPL 12,815 22.8%
UNH 8,938 51.5%
AVGO 8,517 8.2%
ABBV 6,689 25.7%
GOOGL 6,443 37.1%
CAT 6,044 21.6%
GDX 4,972 46.7%
KLAC 4,445 20.4%
ORCL 4,386 16.0%
AMZN 4,290 74.6%
Top Reduces (Value $000, Stocks/ETFs)
COST -2,292 -5.8%
CRM -1,938 -12.9%
UPS -1,915 -16.6%
SYK -1,604 -7.1%
LYB -1,413 -13.9%
IFF -918 -76.8%
KO -891 -4.8%
HON -858 -7.7%
DIS -727 -9.2%
CTSH -605 -17.4%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type