MARCO INVESTMENT MANAGEMENT LLC

ATLANTA, GA · CIK 1080493 · 13F filing filed 2026-05-08

SEC-registered investment adviser since 1998 · limited liability company

Assets managed$1.8bn
Staff10 · 5 in investment roles
Main clients (by assets)High net worth individuals 79%, Charities 7%, Companies 6%
Websitemarcoinv.com
Form ADV · 2026-06-21SEC adviser record

Legal entityMARCO INVESTMENT MANAGEMENT, LLC (US)

Kindwealth
Others nearbyAtlanta, GA

$1.3bn reported value -0.5% vs Q4 2025

231positions

35.2%in top 10

10 new 63 added 79 reduced 6 sold out vs Q4 2025

Options: 1 call positions ($213.9k notional), 0 put positions (— notional) – listed below, not included above.

Holdings, Q1 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	BROADCOM INC COM AVGO	AVGO	323,187	$100.0m7.55%	7.55%	Reduced -4.9k	-4,945 -1.5%
2	APPLE INC COM AAPL	AAPL	271,388	$68.9m5.20%	5.20%	Added +2.4k	+2,400 0.9%
3	CATERPILLAR INC COM CAT	CAT	69,625	$49.3m3.72%	3.72%	Reduced -1.3k	-1,310 -1.9%
4	JPMORGAN CHASE & CO COM JPM	JPM	157,713	$46.4m3.50%	3.50%	Added +2.1k	+2,115 1.4%
5	COSTCO WHSL CORP NEW COM COST	COST	40,207	$40.1m3.02%	3.02%	Reduced -31	-31 -0.1%
6	KLA CORP COM NEW KLAC	KLAC	23,534	$34.7m2.62%	2.62%	Reduced -413	-413 -1.7%
7	MICROSOFT CORP COM MSFT	MSFT	88,264	$32.7m2.47%	2.47%	Reduced -63	-63 -0.1%
8	GOLDMAN SACHS GROUP INC COM GS	GS	38,109	$32.2m2.43%	2.43%	Reduced -7.4k	-7,449 -16.4%
9	WALMART INC COM WMT	WMT	253,071	$31.5m2.37%	2.37%	Reduced -8.4k	-8,409 -3.2%
10	ABBVIE INC COM ABBV	ABBV	139,533	$30.3m2.29%	2.29%	Added +94	+94 0.1%
11	ALPHABET INC CAP STK CL A GOOGL	GOOGL	96,637	$27.8m2.10%	2.10%	Added +21	+21 0.0%
12	QUALCOMM INC COM QCOM	QCOM	199,774	$25.7m1.94%	1.94%	Reduced -1.9k	-1,853 -0.9%
13	THE CIGNA GROUP COM CI	CI	94,500	$25.2m1.90%	1.90%	Added +1.0k	+1,027 1.1%
14	LOWES COS INC COM LOW	LOW	106,558	$25.2m1.90%	1.90%	Reduced -20	-20 -0.0%
15	CISCO SYS INC COM CSCO	CSCO	297,564	$23.1m1.74%	1.74%	Reduced -2.9k	-2,936 -1.0%
16	PALO ALTO NETWORKS INC COM PANW	PANW	140,880	$22.6m1.70%	1.70%	Added +2.4k	+2,375 1.7%
17	AMERICAN EXPRESS CO COM AXP	AXP	69,953	$21.2m1.60%	1.60%	Added +210	+210 0.3%
18	UNITEDHEALTH GROUP INC COM UNH	UNH	76,378	$20.7m1.56%	1.56%	Added +355	+355 0.5%
19	ENTERPRISE PRODS PARTNERS L COM EPD	EPD	529,681	$20.0m1.51%	1.51%	Reduced -560	-560 -0.1%
20	HOME DEPOT INC COM HD	HD	57,563	$18.9m1.43%	1.43%	Reduced -2.3k	-2,342 -3.9%
21	VANECK ETF TRUST GOLD MINERS ETF GDX	GDX	204,711	$18.8m1.42%	1.42%	Added +203	+203 0.1%
22	STRYKER CORPORATION COM SYK	SYK	56,637	$18.6m1.40%	1.40%	Added +613	+613 1.1%
23	COCA COLA CO COM KO	KO	240,152	$18.3m1.38%	1.38%	Reduced -5.3k	-5,275 -2.1%
24	GLOBAL X FDS GLOBAL X SILVER SIL	SIL	200,160	$18.0m1.36%	1.36%	Added +197.2k	+197,160 6572.0%
25	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	26,516	$17.2m1.30%	1.30%	Added +156	+156 0.6%
26	ORACLE CORP COM ORCL	ORCL	116,319	$17.1m1.29%	1.29%	Added +1.3k	+1,260 1.1%
27	NXP SEMICONDUCTORS N V COM NXPI	NXPI	79,474	$15.6m1.18%	1.18%	Added +760	+760 1.0%
28	AMGEN INC COM AMGN	AMGN	43,519	$15.3m1.16%	1.16%	Reduced -101	-101 -0.2%
29	UNION PAC CORP COM UNP	UNP	60,406	$14.7m1.11%	1.11%	Added +690	+690 1.2%
30	CONOCOPHILLIPS COM COP	COP	110,869	$14.6m1.10%	1.10%	Reduced -301	-301 -0.3%
31	PHILLIPS 66 COM PSX	PSX	77,511	$14.1m1.07%	1.07%	Reduced -145	-145 -0.2%
32	LYONDELLBASELL INDUSTRIES N SHS - A - LYB	LYB	172,009	$13.9m1.05%	1.05%	Reduced -3.5k	-3,475 -2.0%
33	LAM RESEARCH CORP COM COM		59,370	$12.7m0.96%	0.96%	Reduced -500	-500 -0.8%
34	EXXON MOBIL CORP COM XOM	XOM	70,948	$12.0m0.91%	0.91%	Reduced -4.0k	-3,966 -5.3%
35	AMAZON COM INC COM AMZN	AMZN	57,271	$11.9m0.90%	0.90%	Added +8.2k	+8,157 16.6%
36	MERCK & CO INC COM MRK	MRK	95,705	$11.5m0.87%	0.87%	Added +175	+175 0.2%
37	HONEYWELL INTL INC COM COM		50,338	$11.4m0.86%	0.86%	Reduced -502	-502 -1.0%
38	UNITED PARCEL SERVICE INC CL B UPS	UPS	113,583	$11.2m0.84%	0.84%	Added +1.0k	+1,015 0.9%
39	MASTEC INC COM MTZ	MTZ	34,565	$11.1m0.84%	0.84%	Reduced -60	-60 -0.2%
40	NORTHROP GRUMMAN CORP COM NOC	NOC	15,809	$10.8m0.81%	0.81%	Reduced -124	-124 -0.8%
41	SALESFORCE INC COM CRM	CRM	56,726	$10.6m0.80%	0.80%	Added +1.5k	+1,522 2.8%
42	AFLAC INC COM AFL	AFL	89,928	$9.9m0.74%	0.74%	Reduced -150	-150 -0.2%
43	PROCTER AND GAMBLE CO COM PG	PG	58,934	$8.5m0.64%	0.64%	Reduced -305	-305 -0.5%
44	NVIDIA CORPORATION COM NVDA	NVDA	46,886	$8.2m0.62%	0.62%	Reduced -326	-326 -0.7%
45	MEDTRONIC PLC SHS MDT	MDT	93,753	$8.1m0.61%	0.61%	Reduced -400	-400 -0.4%
46	L3HARRIS TECHNOLOGIES INC COM LHX	LHX	23,432	$8.1m0.61%	0.61%	Reduced -283	-283 -1.2%
47	SCHWAB CHARLES CORP COM SCHW	SCHW	76,689	$7.2m0.54%	0.54%	Unchanged
48	QUANTA SVCS INC COM PWR	PWR	13,074	$7.2m0.54%	0.54%	Reduced -467	-467 -3.5%
49	JOHNSON & JOHNSON COM JNJ	JNJ	28,716	$7.0m0.53%	0.53%	Added +76	+76 0.3%
50	JACOBS SOLUTIONS INC COM J	J	54,820	$7.0m0.53%	0.53%	Reduced -25	-25 -0.1%
51	MARVELL TECHNOLOGY INC COM MRVL	MRVL	68,700	$6.8m0.51%	0.51%	Reduced -1.2k	-1,200 -1.7%
52	TESLA INC COM TSLA	TSLA	17,996	$6.7m0.50%	0.50%	Added +349	+349 2.0%
53	AUTOZONE INC COM AZO	AZO	1,979	$6.7m0.50%	0.50%	Reduced -19	-19 -0.9%
54	ABBOTT LABS COM ABT	ABT	64,549	$6.6m0.50%	0.50%	Added +3.7k	+3,675 6.0%
55	SPDR GOLD TR GOLD SHS GLD	GLD	15,346	$6.6m0.50%	0.50%	Reduced -5.0k	-4,996 -24.6%
56	META PLATFORMS INC CL A META	META	11,391	$6.5m0.49%	0.49%	Added +1.1k	+1,126 11.0%
57	GLOBAL X FDS GLOBAL X COPPER COPX	COPX	84,400	$6.4m0.49%	0.49%	New
58	ADVANCED MICRO DEVICES INC COM AMD	AMD	29,842	$6.1m0.46%	0.46%	Reduced -500	-500 -1.6%
59	DISNEY WALT CO COM DIS	DIS	61,103	$5.9m0.44%	0.44%	Reduced -1.2k	-1,178 -1.9%
60	THERMO FISHER SCIENTIFIC INC COM TMO	TMO	10,991	$5.4m0.41%	0.41%	Added +145	+145 1.3%
61	CVS HEALTH CORP COM CVS	CVS	74,121	$5.3m0.40%	0.40%	Reduced -490	-490 -0.7%
62	EATON CORP PLC SHS ETN	ETN	14,613	$5.2m0.39%	0.39%	Added +5	+5 0.0%
63	INTEL CORP COM INTC	INTC	117,851	$5.2m0.39%	0.39%	Reduced -2.9k	-2,900 -2.4%
64	EOG RES INC COM EOG	EOG	35,800	$5.2m0.39%	0.39%	Added +735	+735 2.1%
65	EXPEDIA GROUP INC COM NEW EXPE	EXPE	21,607	$5.0m0.38%	0.38%	Added +500	+500 2.4%
66	DUKE ENERGY CORP NEW COM NEW DUK	DUK	34,815	$4.6m0.34%	0.34%	Reduced -64	-64 -0.2%
67	MCDONALDS CORP COM MCD	MCD	14,418	$4.5m0.34%	0.34%	Reduced -55	-55 -0.4%
68	TJX COS INC NEW COM TJX	TJX	28,013	$4.5m0.34%	0.34%	Added +300	+300 1.1%
69	BANK AMERICA CORP COM BAC	BAC	88,687	$4.3m0.33%	0.33%	Reduced -2.7k	-2,712 -3.0%
70	VERIZON COMMUNICATIONS INC COM VZ	VZ	84,110	$4.2m0.32%	0.32%	Reduced -3.2k	-3,224 -3.7%
71	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	7,205	$4.2m0.31%	0.31%	Added +33	+33 0.5%
72	PFIZER INC COM PFE	PFE	134,125	$3.8m0.28%	0.28%	Reduced -4.4k	-4,384 -3.2%
73	REALTY INCOME CORP COM O	O	59,883	$3.7m0.28%	0.28%	Reduced -1.6k	-1,570 -2.5%
74	ROPER TECHNOLOGIES INC COM ROP	ROP	9,581	$3.4m0.26%	0.26%	Added +282	+282 3.0%
75	MAGNA INTL INC COM MGA	MGA	56,425	$3.1m0.24%	0.24%	Reduced -2.8k	-2,795 -4.7%
76	DIGITAL RLTY TR INC COM DLR	DLR	16,450	$3.0m0.22%	0.22%	Unchanged
77	ALPHABET INC CAP STK CL C GOOG	GOOG	10,275	$2.9m0.22%	0.22%	Reduced -37	-37 -0.4%
78	RTX CORPORATION COM RTX	RTX	15,166	$2.9m0.22%	0.22%	Added +1.1k	+1,108 7.9%
79	WELLS FARGO CO NEW COM WFC	WFC	35,251	$2.8m0.21%	0.21%	Reduced -200	-200 -0.6%
80	INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT RSP	RSP	14,388	$2.8m0.21%	0.21%	Reduced -260	-260 -1.8%
81	STARBUCKS CORP COM SBUX	SBUX	29,807	$2.7m0.20%	0.20%	Reduced -1.6k	-1,597 -5.1%
82	GILEAD SCIENCES INC COM GILD	GILD	19,101	$2.7m0.20%	0.20%	Unchanged
83	INTERNATIONAL BUSINESS MACHS COM IBM	IBM	10,879	$2.6m0.20%	0.20%	Added +125	+125 1.2%
84	INTUITIVE SURGICAL INC COM NEW ISRG	ISRG	5,626	$2.6m0.20%	0.20%	Added +120	+120 2.2%
85	GLOBAL PMTS INC COM GPN	GPN	38,192	$2.6m0.19%	0.19%	Reduced -5.3k	-5,280 -12.2%
86	PAYPAL HLDGS INC COM PYPL	PYPL	55,968	$2.5m0.19%	0.19%	Added +3.4k	+3,380 6.4%
87	COGNIZANT TECHNOLOGY SOLUTIO CL A CTSH	CTSH	38,700	$2.4m0.18%	0.18%	Reduced -1.8k	-1,800 -4.4%
88	DARDEN RESTAURANTS INC COM DRI	DRI	11,725	$2.3m0.17%	0.17%	Added +1.1k	+1,050 9.8%
89	VANGUARD INDEX FDS GROWTH ETF VUG	VUG	5,195	$2.3m0.17%	0.17%	Added +45	+45 0.9%
90	MP MATERIALS CORP COM CL A MP	MP	45,100	$2.2m0.16%	0.16%	Added +8.6k	+8,600 23.6%
91	NOVARTIS AG SPONSORED ADR NVS	NVS	13,875	$2.1m0.16%	0.16%	Reduced -145	-145 -1.0%
92	DOLLAR GEN CORP NEW COM DG	DG	17,787	$2.1m0.16%	0.16%	Reduced -810	-810 -4.4%
93	APA CORPORATION COM APA	APA	49,699	$2.1m0.16%	0.16%	Added +7	+7 0.0%
94	BHP GROUP LTD SPONSORED ADS BHP	BHP	28,789	$2.1m0.16%	0.16%	Reduced -145	-145 -0.5%
95	BRISTOL-MYERS SQUIBB CO COM BMY	BMY	34,278	$2.1m0.16%	0.16%	Added +8.3k	+8,325 32.1%
96	CHEVRON CORP NEW COM CVX	CVX	9,988	$2.1m0.16%	0.16%	Reduced -170	-170 -1.7%
97	ACCENTURE PLC IRELAND SHS CLASS A ACN	ACN	10,124	$2.0m0.15%	0.15%	Reduced -14	-14 -0.1%
98	ISHARES TR CORE S&P500 ETF IVV	IVV	2,880	$1.9m0.14%	0.14%	Added +1.9k	+1,865 183.7%
99	TRUIST FINL CORP COM TFC	TFC	40,681	$1.9m0.14%	0.14%	Unchanged
100	ISHARES TR CORE S&P MCP ETF IJH	IJH	26,955	$1.8m0.14%	0.14%	Added +4.6k	+4,590 20.5%

Sold out since Q4 2025

Security	Ticker	Shares held before	Value then
EXACT SCIENCES CORP EXAS	EXAS	47,753	$4.8m47.8k shares
NUVEEN S&P 500 BUY-WRITE INC		34,300	$504.2k34.3k shares
EXPONENT INC EXPO	EXPO	3,075	$213.6k3.1k shares
ISHARES TR ITOT	ITOT	1,403	$208.6k1.4k shares
REPLIGEN CORP RGEN	RGEN	1,255	$205.6k1.3k shares
CCC INTELLIGENT SOLUTIONS HL CCC	CCC	16,300	$129.6k16.3k shares

Options (notional value)

Underlying	Ticker	Type	Shares controlled	Notional	Change
NVIDIA CORPORATION NVDA · Call	NVDA	Call	50	$213.9k50 shares	Unchanged