Marco Investment Management LLC
Annual return '25
+0.2%
SPY '25
+17.7%
Alpha
-17.5ptsvs SPY
Invested
$1.3B
Holdings
230
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 97%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$AVGO
BROADCOM INC
Q1 2026: Sold 16.0% (328.1k → 275.5k shares)
7.6%
02
$AAPL
APPLE INC
Q1 2026: Increased +56.8% (269.0k → 421.9k shares)
5.2%
03
$CAT
CATERPILLAR INC
Q1 2026: Increased +48.8% (70.9k → 105.5k shares)
3.7%
04
$JPM
JPMORGAN CHASE & CO.
Q1 2026: Increased +91.2% (155.6k → 297.5k shares)
3.5%
05
$COST
COSTCO WHSL CORP NEW
Q1 2026: Increased +61.4% (40.2k → 64.9k shares)
3.0%
06
$KLAC
KLA CORP
Q1 2026: Exited (was 23.9k shares)
2.6%
07
$MSFT
MICROSOFT CORP
Q1 2026: Increased +459.7% (88.3k → 494.4k shares)
2.5%
08
$GS
GOLDMAN SACHS GROUP INC
Q1 2026: Sold 2.3% (45.6k → 44.5k shares)
2.4%
09
$WMT
WALMART INC
Q1 2026: Sold 40.6% (261.5k → 155.2k shares)
2.4%
10
$ABBV
ABBVIE INC
Q1 2026: Sold 60.1% (139.4k → 55.6k shares)
2.3%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 15:12 UTC.