Marco Investment Management
Marco Investment Management reported 245 stocks worth $1.5B in its 13F filing for Q2 2026, filed Aug 3, 2026. Its largest holdings are AVGO (7.7%), AAPL (5.0%) and CAT (4.7%). Compared with Q1 2026, the fund opened new positions in HON and HONA, added to KLAC, CI and HD, trimmed AVGO, AAPL and CAT and sold out of AMD, LMT and FNDX.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  AVGO Broadcom Inc | $117M | 7.7% | 311K | −13K (−4%) | 8 of 8 | |
| 2 |  AAPL Apple Inc | $76.1M | 5.0% | 263K | −8,289 (−3%) | 8 of 8 | |
| 3 |  CAT Caterpillar Inc | $71.6M | 4.7% | 67K | −2,370 (−3%) | 8 of 8 | |
| 4 |  KLAC Kla Corp | $66.1M | 4.3% | 219K | +195K (+831%) | 8 of 8 | |
| 5 |  JPM Jpmorgan Chase & Co. | $51.6M | 3.4% | 158K | No change | 8 of 8 | |
| 6 |  PANW Palo Alto Networks Inc | $47.8M | 3.1% | 140K | −795 (−1%) | 8 of 8 | |
| 7 |  GS Goldman Sachs Group Inc | $38.3M | 2.5% | 38K | −265 (−1%) | 8 of 8 | |
| 8 |  COST Costco Whsl Corp New | $37.4M | 2.5% | 40K | −219 (−1%) | 8 of 8 | |
| 9 |  QCOM Qualcomm Inc | $36.4M | 2.4% | 197K | −3,051 (−2%) | 8 of 8 | |
| 10 |  ABBV Abbvie Inc | $35.1M | 2.3% | 140K | No change | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
HONEYWELL INTL INC | $11.4M | 50K |
 AMD Advanced Micro Devices Inc | $6.1M | 30K |
 LMT Lockheed Martin Corp | $236K | 391 |
 FNDX Schwab Fundamental U.s. Large Company ETF | $234K | 8,404 |
 NVDA Nvidia Corporation | $214K | 50 |
🔒 Free account: see all 6.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 3, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Marco Investment Management 13F FAQ
What does Marco Investment Management own?
Marco Investment Management reported 245 stocks worth $1.5B in its 13F filing for Q2 2026, filed Aug 3, 2026. Its largest holdings are AVGO (7.7%), AAPL (5.0%) and CAT (4.7%). The table above lists every position in the filing (the top 10 without an account).
What did Marco Investment Management buy and sell in Q2 2026?
Compared with Q1 2026: 19 new positions, 43 added to, 77 trimmed and 6 sold out. New positions include HON and HONA. It sold all of AMD, LMT and FNDX.
When will Marco Investment Management file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Marco Investment Management's portfolio worth?
The Q2 2026 filing reports $1.5B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.