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| Marco Investment Management LLC
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|---|---|
| CRD # | 108170 |
| SEC # | 801-55605 |
| CIK # | 0001080493 |
| AUM | $1.8 B (2026-06-21) |
| Employees | 10 (50% Investors, 0% Brokers) |
| Phone | 404-504-8600 |
| Address | 1100 Atlanta Financial Center Atlanta, GA 30326 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Broadcom Inc | 100.0 | ||
| Apple Inc | 68.9 | ||
| Caterpillar Inc | 49.3 | ||
| J P Morgan Chase & Co | 46.4 | ||
| Costco Wholesale Corp /NEW | 40.1 | ||
| KLA Tencor Corp | 34.7 | ||
| Microsoft Corp | 32.7 | ||
| Goldman Sachs Group Inc | 32.2 | ||
| Wal Mart Stores Inc | 31.5 | ||
| AbbVie Inc | 30.3 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 81 | 34.3 |
| (b) Individuals (high net worth individuals) | 185 | 1,389.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 124.7 |
| (i) State or municipal government entities | 0 | 103.8 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 114.5 |
| (n) Other | 0 | 0.0 |
| Total | 694 | 1,766.6 |
| By Discretionary | ||
| Discretionary | 694 | 1,766.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 694 | 1,766.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,766.6 | |
| Total | 694 | 1,766.6 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001080493] |
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|---|---|---|
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Auxano Advisors LLC
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WA | 1.8 |
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Petra Capital Management Inc
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|
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GFI Investment Counsel Ltd
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1.8 |