Long-term investor
Marco Investment Management LLC @marcoinvestmentmanagemen
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001080493).
Record
- Tracked since 2025-06-30 (484 days), 46 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months -3.1% · 1 year +1.5% · all +1.5%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- AVGO · 7.7% · long · since 2025-06-30
- AAPL · 5.0% · long · since 2025-06-30
- 149123101 · 4.7% · long · since 2025-06-30
- KLAC · 4.3% · long · since 2025-06-30
- JPM · 3.4% · long · since 2025-06-30
- PANW · 3.1% · long · since 2025-06-30
- GS · 2.5% · long · since 2025-06-30
- 22160K105 · 2.5% · long · since 2025-06-30
- QCOM · 2.4% · long · since 2025-06-30
- ABBV · 2.3% · long · since 2025-06-30
- CSCO · 2.3% · long · since 2025-06-30
- GOOGL · 2.2% · long · since 2025-06-30