Marco Investment Management LLC

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Assets, Funds, Holdings

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Marco Investment Management LLC
CRD #108170
SEC #801-55605
CIK #0001080493
AUM 1,766.6 M (2026-06-21)
Employees 10 (50% Investors, 0% Brokers)
Fees
Minimum
Phone404-504-8600
Address1100 Atlanta Financial Center
Atlanta, GA 30326
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($M)
18001440108072036001999200820172027
CIK Period
0001080493
Sector Form 13F Holdings Value ($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
Alphabet Inc 27.8
Qualcomm Inc/DE 25.7
Cigna Corp 25.2
Lowes Companies Inc 25.2
Cisco Systems Inc 23.1
Palo Alto Networks Inc 22.6
American Express Co 21.2
UnitedHealth Group Inc 20.7
Enterprise Products Partners L P 20.0
Home Depot Inc 18.9
Stryker Corp 18.6
Coca Cola Co 18.3
Oracle Corp 17.1
NXP Semiconductors NV 15.6
Amgen Inc 15.3
Union Pacific Corp 14.7
Conocophillips 14.6
 
 
 
 
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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]
Firm Profile (Form ADV)
Discretionary AUM$0.9B
ServesInstitutional, Retail
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