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Mark C Burton

Marco Investment Management Llc

Assets Managed
$1.325B
Holdings
232
Last Quarter
2026 - Q1
Filed Date
4d ago
Growth Rate
-0.52%(2Q avg: 0.76%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Marco Investment Management Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 232 positions.

Assets under management

The assets under management (AUM) of Marco Investment Management Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 1.325B in assets, with a quarterly growth rate of -0.52% and a 2-quarter average growth rate of 0.76%. The portfolio is managed by Mark C Burton, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
AVGO
Broadcom Inc
Recent Activity
Decreased -1.5%
7.55%
$100.03M
323,187 shares@ $309.51 avg price
AAPL
Apple Inc
Recent Activity
Increased 0.9%
5.2%
$68.876M
271,388 shares@ $253.8 avg price
CAT
Caterpillar Inc
Recent Activity
Decreased -1.84%
3.73%
$49.327M
69,625 shares@ $708.47 avg price
JPM
Jpmorgan Chase & Co
Recent Activity
Increased 1.36%
3.51%
$46.393M
157,713 shares@ $294.16 avg price
COST
Costco Wholesale Corp
Recent Activity
Decreased -0.07%
3.03%
$40.063M
40,207 shares@ $996.43 avg price
KLAC
Kla Corp
Recent Activity
Decreased -1.72%
2.62%
$34.652M
23,534 shares@ $1472.42 avg price
MSFT
Microsoft Corp
Recent Activity
Decreased -0.07%
2.47%
$32.673M
88,264 shares@ $370.18 avg price
GS
Goldman Sachs Group Inc
Recent Activity
Decreased -16.35%
2.44%
$32.24M
38,109 shares@ $846.0 avg price
WMT
Walmart Inc
Recent Activity
Decreased -3.21%
2.38%
$31.452M
253,071 shares@ $124.29 avg price
ABBV
Abbvie Inc
Recent Activity
Increased 0.07%
2.3%
$30.347M
139,533 shares@ $217.49 avg price

1-10 of 232