Marco Investment Management LLC Q3 2022 vs. Q4 2022: A Close Look at the 13F Holdings Comparison

The latest report on Marco Investment Management LLC's 13F holdings has been released, and it reveals some interesting changes in their portfolio from Q3 2022 to Q4 2022. The report highlights the funds' shift in strategies, focusing more on technology and healthcare ventures while adjusting their existing holdings in some blue-chip companies. This piece takes a closer look at these shifts and the implications for Marco Investment Management's future actions.

One of the most significant holdings that Marco Investment Management LLC was in Apple Inc (AAPL), where the fund made a 5.8% share reduction. However, despite the share reduction of Apple, Marco Investment Management LLC increased investment in Broadcom Inc (AVGO) and Qualcomm Inc (QCOM) by 25.9% and 2.6%, respectively. Clearly, the fund is diversifying its investments in the technology sector.

Furthermore, Marco Investment Management LLC increased its holdings in AbbVie Inc (ABBV) by 20.2%, demonstrating a growing interest in healthcare ventures. Meanwhile, the fund also made investments in Caterpillar Inc (CAT) and Union Pac Corp (UNP), whose shares were increased by 45.8% and 6.7%, respectively, indicating Marco's interest in the industrial sector.

However, it wasn't all positive news for the investment fund. They decreased their shares in several significant holdings, including The Procter & Gamble Co (PG), The Coca Cola Co (KO), and The Walt Disney Co (DIS), whose shares were reduced by 19.8%, 13.6%, and 13.4%, respectively. These actions could indicate that the fund is adjusting its risk tolerance within its portfolio.

In addition, the changes in the fund's holdings indicate a shift towards investing in mid-cap companies. For instance, they invested in Exact Sciences Corp (EXAS), whose shares increased by 51.1%, and Cognizant Technology Solutions (CTSH), whose shares increased by 0.8%. These investments are indicative of Marco's interest in smaller companies with potential for growth.

The Bottom Line

The changes in holdings between Q3 2022 and Q4 2022 shows that Marco Investment Management LLC is adjusting its portfolio to better suit the ever-changing market. The decrease in holdings of some blue-chip companies, coupled with investments in mid-cap companies, indicates that the fund is increasing the risk tolerance of its portfolio to achieve higher returns. Regardless of how it turns out, the changes in the fund's holdings show that they are confident in their investment strategies for the foreseeable future.