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MARCO INVESTMENT MANAGEMENT LLC

Q4 2023 · 13F-HR

MARCO INVESTMENT MANAGEMENT LLCholdings as filed

Filed 2024-02-05 · accession 0001062993-24-001911

$976.1M
Reported value
205
Positions
2023-12-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
037833100AAPLAPPLE INC$53.3M5.46%276,908CommonSOLE
11135F101AVGOBROADCOM INC$50.0M5.13%44,821CommonSOLE
594918104MSFTMICROSOFT CORP$29.6M3.03%78,686CommonSOLE
747525103QCOMQUALCOMM INC$28.6M2.93%197,914CommonSOLE
46625H100JPMJPMORGAN CHASE & CO$27.8M2.84%163,158CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$27.7M2.84%41,939CommonSOLE
548661107LOWLOWES COS INC$23.7M2.42%106,292CommonSOLE
125523100CITHE CIGNA GROUP$22.6M2.31%75,310CommonSOLE
149123101CATCATERPILLAR INC$21.8M2.23%73,583CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$19.9M2.03%51,489CommonSOLE
00287Y109ABBVABBVIE INC$19.7M2.02%127,026CommonSOLE
437076102HDHOME DEPOT INC$19.4M1.99%55,945CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$19.3M1.98%36,737CommonSOLE
N53745100LYBLYONDELLBASELL INDUSTRIES N$19.2M1.97%202,180CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$17.1M1.75%108,802CommonSOLE
191216100KOCOCA COLA CO$17.0M1.74%288,067CommonSOLE
N6596X109NXPINXP SEMICONDUCTORS N V$16.9M1.73%73,715CommonSOLE
863667101SYKSTRYKER CORPORATION$16.5M1.69%55,078CommonSOLE
17275R102CSCOCISCO SYS INC$16.1M1.65%318,256CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$15.6M1.60%52,959CommonSOLE
931142103WMTWALMART INC$13.9M1.42%87,988CommonSOLE
025816109AXPAMERICAN EXPRESS CO$13.9M1.42%73,984CommonSOLE
293792107EPDENTERPRISE PRODS PARTNERS L$13.7M1.40%519,655CommonSOLE
907818108UNPUNION PAC CORP$13.6M1.40%55,529CommonSOLE
482480100KLACKLA CORP$13.6M1.39%23,404CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$13.5M1.39%91,795CommonSOLE
79466L302CRMSALESFORCE INC$13.3M1.37%50,719CommonSOLE
512807108LRCXEURLAM RESEARCH CORP$12.6M1.29%16,047CommonSOLE
68389X105ORCLORACLE CORP$11.8M1.21%111,745CommonSOLE
20825C104COPCONOCOPHILLIPS$11.7M1.20%100,618CommonSOLE
126650100CVSCVS HEALTH CORP$11.5M1.17%145,198CommonSOLE
031162100AMGNAMGEN INC$10.4M1.07%36,109CommonSOLE
58933Y105MRKMERCK & CO INC$10.1M1.03%92,237CommonSOLE
718546104PSXPHILLIPS 66$9.9M1.01%74,285CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$9.7M1.00%20,444CommonSOLE
458140100INTCINTEL CORP$9.2M0.95%183,841CommonSOLE
02079K305GOOGLALPHABET INC$9.0M0.93%64,746CommonSOLE
742718109PGPROCTER AND GAMBLE CO$8.9M0.91%60,552CommonSOLE
438516106HONHONEYWELL INTL INC$8.8M0.91%42,133CommonSOLE
G5960L103MDTMEDTRONIC PLC$8.1M0.83%98,792CommonSOLE
001055102AFLAFLAC INC$7.7M0.79%93,538CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP$7.6M0.77%16,150CommonSOLE
002824100ABTABBOTT LABS$7.6M0.77%68,605CommonSOLE
573874104MRVLMARVELL TECHNOLOGY INC$6.6M0.68%109,500CommonSOLE
37940X102GPNGLOBAL PMTS INC$6.6M0.68%51,892CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$6.5M0.66%12,158CommonSOLE
30063P105EXKEXACT SCIENCES CORP$6.2M0.63%83,285CommonSOLE
254687106DISDISNEY WALT CO$5.9M0.60%65,084CommonSOLE
038222105AMATAPPLIED MATLS INC$5.9M0.60%36,240CommonSOLE
30231G102XOMEXXON MOBIL CORP$5.8M0.59%57,824CommonSOLE
559222401MGAMAGNA INTL INC$5.5M0.56%93,350CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$5.3M0.54%77,262CommonSOLE
053332102AZOAUTOZONE INC$5.2M0.53%2,015CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$5.1M0.52%52,732CommonSOLE
502431109LHXL3HARRIS TECHNOLOGIES INC$5.0M0.51%23,612CommonSOLE
478160104JNJJOHNSON & JOHNSON$4.6M0.47%29,548CommonSOLE
776696106ROPROPER TECHNOLOGIES INC$4.6M0.47%8,453CommonSOLE
88160R101TSLATESLA INC$4.4M0.45%17,640CommonSOLE
78463V107GLDSPDR GOLD TR$4.3M0.45%22,740CommonSOLE
30303M102METAMETA PLATFORMS INC$4.1M0.42%11,501CommonSOLE
717081103PFEPFIZER INC$3.9M0.40%135,760CommonSOLE
46982L108JJACOBS SOLUTIONS INC$3.9M0.40%29,935CommonSOLE
580135101MCDMCDONALDS CORP$3.8M0.39%12,967CommonSOLE
192446102CTSHCOGNIZANT TECHNOLOGY SOLUTIO$3.6M0.37%48,070CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$3.6M0.37%10,195CommonSOLE
756109104OREALTY INCOME CORP$3.6M0.37%62,138CommonSOLE
26875P101EOGEOG RES INC$3.5M0.36%29,293CommonSOLE
30212P303EXPEEXPEDIA GROUP INC$3.5M0.36%23,007CommonSOLE
74762E102QUREQUANTA SVCS INC$3.4M0.35%15,869CommonSOLE
060505104BACBANK AMERICA CORP$3.3M0.34%97,707CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$3.2M0.33%84,407CommonSOLE
088606108BHPBHP GROUP LTD$3.1M0.32%45,564CommonSOLE
855244109SBUXSTARBUCKS CORP$2.9M0.30%30,725CommonSOLE
256677105DGDOLLAR GEN CORP NEW$2.8M0.29%20,707CommonSOLE
46090E103QQQINVESCO QQQ TR$2.6M0.27%6,438CommonSOLE
67066G104NVDANVIDIA CORPORATION$2.6M0.27%5,239CommonSOLE
260557103DOWDOW INC$2.5M0.26%45,583CommonSOLE
872540109TJXTJX COS INC NEW$2.4M0.25%25,630CommonSOLE
372460105GPCGENUINE PARTS CO$2.4M0.25%17,335CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$2.4M0.24%38,579CommonSOLE
03743Q108APAAPA CORPORATION$2.3M0.24%64,012CommonSOLE
46137V357RSPINVESCO EXCHANGE TRADED FD T$2.2M0.23%14,239CommonSOLE
375558103GILDGILEAD SCIENCES INC$2.1M0.22%25,937CommonSOLE
61945C103MOSMOSAIC CO NEW$2.1M0.21%58,150CommonSOLE
023135106AMZNAMAZON COM INC$2.0M0.21%13,210CommonSOLE
459506101IFFINTERNATIONAL FLAVORS&FRAGRA$1.9M0.20%23,572CommonSOLE
922908736VUGVANGUARD INDEX FDS$1.9M0.19%6,057CommonSOLE
89832Q109TFCTRUIST FINL CORP$1.8M0.19%49,324CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$1.8M0.19%35,457CommonSOLE
253868103DLRDIGITAL RLTY TR INC$1.8M0.18%13,350CommonSOLE
02079K107GOOGALPHABET INC$1.8M0.18%12,723CommonSOLE
G29183103ETNEATON CORP PLC$1.8M0.18%7,365CommonSOLE
21036P108STZCONSTELLATION BRANDS INC$1.7M0.18%7,201CommonSOLE
494368103KMBKIMBERLY-CLARK CORP$1.7M0.18%14,210CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$1.6M0.16%9,689CommonSOLE
166764100CVXCHEVRON CORP NEW$1.6M0.16%10,544CommonSOLE
001084102AGCOAGCO CORP$1.5M0.16%12,600CommonNONE
237194105DRIDARDEN RESTAURANTS INC$1.5M0.15%9,200CommonSOLE
882508104TXNTEXAS INSTRS INC$1.5M0.15%8,589CommonSOLE
126408103CSXCSX CORP$1.4M0.15%40,928CommonSOLE
370334104GISGENERAL MLS INC$1.4M0.14%21,488CommonSOLE
66987V109NVSNOVARTIS AG$1.4M0.14%13,770CommonSOLE
949746101WMT2WELLS FARGO CO NEW$1.4M0.14%27,701CommonSOLE
464287507IJHISHARES TR$1.3M0.14%4,860CommonSOLE
532457108LLYELI LILLY & CO$1.3M0.13%2,230CommonSOLE
89151E109TTENTOTALENERGIES SE$1.3M0.13%19,278CommonSOLE
26614N102DDDUPONT DE NEMOURS INC$1.3M0.13%16,335CommonSOLE
00971T101AKAMAKAMAI TECHNOLOGIES INC$1.1M0.11%9,475CommonSOLE
861012102STMSTMICROELECTRONICS N V$1.1M0.11%22,100CommonSOLE
22052L104CTVACORTEVA INC$1.1M0.11%23,018CommonSOLE
75513E101RTXRTX CORPORATION$1.1M0.11%12,883CommonSOLE
81369Y803XLKSELECT SECTOR SPDR TR$1.1M0.11%5,527CommonSOLE
81369Y605XLFSELECT SECTOR SPDR TR$1.0M0.11%27,699CommonSOLE
44891N208IACIAC INC$983,6440.10%18,779CommonSOLE
749685103RPMRPM INTL INC$962,4740.10%8,622CommonSOLE
81369Y209XLVSELECT SECTOR SPDR TR$947,0230.10%6,944CommonSOLE
775711104ROLROLLINS INC$917,0700.09%21,000CommonSOLE
444859102HUMHUMANA INC$915,6200.09%2,000CommonSOLE
260003108DOVDOVER CORP$909,6320.09%5,914CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$839,9340.09%2,355CommonSOLE
842587107SOSOUTHERN CO$710,8060.07%10,137CommonSOLE
921946406VYMVANGUARD WHITEHALL FDS$703,2690.07%6,300CommonSOLE
806857108SLBSCHLUMBERGER LTD$701,0830.07%13,472CommonSOLE
81369Y506XLESELECT SECTOR SPDR TR$698,1360.07%8,327CommonSOLE
49271V100KDPKEURIG DR PEPPER INC$688,0580.07%20,650CommonSOLE
25746U109DDOMINION ENERGY INC$683,3330.07%14,539CommonSOLE
464287168DVYISHARES TR$678,2350.07%5,786CommonSOLE
922908553VNQVANGUARD INDEX FDS$675,0700.07%7,640CommonNONE
670100205NVONOVO-NORDISK A S$667,2530.07%6,450CommonSOLE
00206R102TAT&T INC$659,1520.07%39,282CommonSOLE
871829107SYYSYSCO CORP$645,3720.07%8,825CommonSOLE
778296103ROSTROSS STORES INC$636,5940.07%4,600CommonSOLE
464287556IBBISHARES TR$568,6680.06%4,186CommonSOLE
097023105BABOEING CO$557,2910.06%2,138CommonSOLE
713448108PEPPEPSICO INC$557,0750.06%3,280CommonSOLE
02209S103MOALTRIA GROUP INC$531,0360.05%13,164CommonSOLE
244199105DEDEERE & CO$525,4290.05%1,314CommonSOLE
G7S00T104PNRPENTAIR PLC$501,6990.05%6,900CommonSOLE
02072L466ECMLEA SERIES TRUST$496,0360.05%15,863CommonSOLE
464287200IVVISHARES TR$495,3020.05%1,037CommonSOLE
172967424CCITIGROUP INC$494,4410.05%9,612CommonSOLE
252131107DXCMDEXCOM INC$471,5420.05%3,800CommonSOLE
922908744VTVVANGUARD INDEX FDS$468,8320.05%3,136CommonSOLE
302130109EXPDEXPEDITORS INTL WASH INC$464,2800.05%3,650CommonSOLE
278642103EBAYEBAY INC.$443,6150.05%10,170CommonSOLE
87612E106TGTTARGET CORP$428,9690.04%3,012CommonSOLE
14448C104CARRCARRIER GLOBAL CORPORATION$419,3850.04%7,300CommonSOLE
902973304USBUS BANCORP DEL$408,3900.04%9,436CommonSOLE
384109104GGGGRACO INC$399,0960.04%4,600CommonSOLE
922908769VTIVANGUARD INDEX FDS$385,9570.04%1,627CommonSOLE
171340102CHDCHURCH & DWIGHT CO INC$382,9680.04%4,050CommonSOLE
962166104WYWEYERHAEUSER CO MTN BE$382,4350.04%10,999CommonSOLE
92556H2060VVBPARAMOUNT GLOBAL$377,5150.04%25,525CommonSOLE
11133T103BRBROADRIDGE FINL SOLUTIONS IN$370,3500.04%1,800CommonSOLE
89417E109TRVTRAVELERS COMPANIES INC$368,5980.04%1,935CommonSOLE
501889208LKQLKQ CORP$347,0510.04%7,262CommonSOLE
922908611VBRVANGUARD INDEX FDS$345,9020.04%1,922CommonSOLE
000360206AAONAAON INC$342,6830.04%4,639CommonNONE
67077M108NTRNUTRIEN LTD$332,4060.03%5,900CommonSOLE
829073105SSDSIMPSON MFG INC$330,6270.03%1,670CommonNONE
053015103ADPAUTOMATIC DATA PROCESSING IN$328,0220.03%1,408CommonSOLE
58155Q103MCKMCKESSON CORP$317,6040.03%686CommonSOLE
718172109PMPHILIP MORRIS INTL INC$316,9560.03%3,369CommonSOLE
670346105NUENUCOR CORP$316,0570.03%1,816CommonSOLE
00508Y102AYIACUITY BRANDS INC$308,2690.03%1,505CommonSOLE
78463M107SPSCSPS COMM INC$304,3290.03%1,570CommonNONE
550021109LULULULULEMON ATHLETICA INC$303,1950.03%593CommonSOLE
609207105MDLZMONDELEZ INTL INC$300,9470.03%4,155CommonSOLE
249906108DSGXDESCARTES SYS GROUP INC$297,9930.03%3,545CommonNONE
92826C839VVISA INC$297,0590.03%1,141CommonSOLE
147448104CWSTCASELLA WASTE SYS INC$294,8370.03%3,450CommonNONE
464288877EFVISHARES TR$282,2260.03%5,417CommonSOLE
285512109EAELECTRONIC ARTS INC$279,0920.03%2,040CommonSOLE
29273V100ETENERGY TRANSFER L P$273,0880.03%19,789CommonSOLE
M5425M103INMDINMODE LTD$268,3260.03%12,065CommonSOLE
988498101YUMYUM BRANDS INC$261,3200.03%2,000CommonSOLE
6706ER101XBXMXNUVEEN S&P 500 BUY-WRITE INC$260,4490.03%20,300CommonSOLE
00724F101ADBEADOBE INC$256,5380.03%430CommonSOLE
67000B104NOVTNOVANTA INC$249,2470.03%1,480CommonNONE
30214U102EXPOEXPONENT INC$248,3610.03%2,821CommonNONE
021369103ALTREURALTAIR ENGR INC$247,8220.03%2,945CommonNONE
88579Y101MMM3M CO$247,6100.03%2,265CommonSOLE
780259305SHELSHELL PLC$246,4210.03%3,745CommonSOLE
682680103OKEONEOK INC NEW$246,2620.03%3,507CommonSOLE
33767E202FSVFIRSTSERVICE CORP NEW$244,7560.03%1,510CommonNONE
46138J619OMFLINVESCO EXCH TRD SLF IDX FD$242,6550.02%4,720CommonSOLE
464287648IWOISHARES TR$238,3480.02%945CommonSOLE
573284106MLMMARTIN MARIETTA MATLS INC$236,9820.02%475CommonSOLE
464287879IJSISHARES TR$236,2360.02%2,292CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$235,4340.02%552CommonSOLE
464287101OEFISHARES TR$234,5600.02%1,050CommonSOLE
231021106CMICUMMINS INC$228,7890.02%955CommonSOLE
571903202MARMARRIOTT INTL INC NEW$224,8330.02%997CommonSOLE
21044C107ROADCONSTRUCTION PARTNERS INC$224,7810.02%5,165CommonNONE
30225T102EXREXTRA SPACE STORAGE INC$222,8590.02%1,390CommonSOLE
78409V104SPGIS&P GLOBAL INC$220,2600.02%500CommonSOLE
75524B104RBCRBC BEARINGS INC$216,5160.02%760CommonNONE
654106103NKENIKE INC$209,2140.02%1,927CommonSOLE
464287721IYWISHARES TR$208,6750.02%1,700CommonSOLE
929160109VMCVULCAN MATLS CO$206,8060.02%911CommonSOLE
922908637VVVANGUARD INDEX FDS$204,1880.02%936CommonSOLE
81369Y407XLYSELECT SECTOR SPDR TR$202,4130.02%1,132CommonSOLE
91359V107UVEUNIVERSAL INS HLDGS INC$159,8000.02%10,000CommonSOLE
23725P209DRIOEURDARIOHEALTH CORP$33,1100.00%19,250CommonSOLE
71425H100PVLPERMIANVILLE RTY TR$17,2800.00%12,000CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.