MARCO INVESTMENT MANAGEMENT LLC: 13F holdings
CIK 10804932026Q2
| Positions | 245 |
|---|---|
| Reported value | $1.5bn |
| Filed | 2026-08-03 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| AVGO BROADCOM INC | 310,641 | $117.3m | 7.7% |
| AAPL APPLE INC | 263,099 | $76.1m | 5.0% |
| CAT CATERPILLAR INC | 67,255 | $71.6m | 4.7% |
| KLAC KLA CORP | 219,020 | $66.1m | 4.3% |
| JPM JPMORGAN CHASE & CO. | 157,783 | $51.6m | 3.4% |
| PANW PALO ALTO NETWORKS INC | 140,085 | $47.8m | 3.1% |
| GS GOLDMAN SACHS GROUP INC | 37,844 | $38.3m | 2.5% |
| COST COSTCO WHSL CORP NEW | 39,988 | $37.4m | 2.5% |
| QCOM QUALCOMM INC | 196,723 | $36.4m | 2.4% |
| ABBV ABBVIE INC | 139,569 | $35.1m | 2.3% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1080493")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.