Now live: Pro — the full 13F research suite for serious investorsSee pricing →
MARCO INVESTMENT MANAGEMENT LLC

Q2 2024 · 13F-HR

MARCO INVESTMENT MANAGEMENT LLCholdings as filed

Filed 2024-08-07 · accession 0001062993-24-014575

$1.08B
Reported value
209
Positions
2024-06-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
11135F101AVGOBROADCOM INC$72.0M6.64%44,824CommonSOLE
037833100AAPLAPPLE INC$58.8M5.42%279,139CommonSOLE
747525103QCOMQUALCOMM INC$38.6M3.56%193,861CommonSOLE
594918104MSFTMICROSOFT CORP$35.3M3.26%79,051CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$35.0M3.23%41,209CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$32.5M2.99%160,467CommonSOLE
00287Y109ABBVABBVIE INC$24.1M2.22%140,513CommonSOLE
149123101CATCATERPILLAR INC$23.9M2.20%71,623CommonSOLE
125523100CITHE CIGNA GROUP$23.7M2.19%71,810CommonSOLE
548661107LOWLOWES COS INC$23.5M2.17%106,490CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$22.6M2.08%66,545CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$22.3M2.06%49,383CommonSOLE
N53745100LYBLYONDELLBASELL INDUSTRIES N$19.9M1.83%207,685CommonSOLE
N6596X109NXPINXP SEMICONDUCTORS N V$19.7M1.82%73,348CommonSOLE
437076102HDHOME DEPOT INC$19.6M1.80%56,815CommonSOLE
482480100KLACKLA CORP$19.2M1.77%23,289CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$18.6M1.72%36,545CommonSOLE
863667101SYKSTRYKER CORPORATION$18.5M1.71%54,414CommonSOLE
191216100KOCOCA COLA CO$18.5M1.70%289,972CommonSOLE
931142103WMTWALMART INC$18.1M1.67%267,827CommonSOLE
025816109AXPAMERICAN EXPRESS CO$17.0M1.56%73,264CommonSOLE
68389X105ORCLORACLE CORP$15.6M1.44%110,759CommonSOLE
20825C104COPCONOCOPHILLIPS$15.6M1.44%136,473CommonSOLE
293792107EPDENTERPRISE PRODS PARTNERS L$15.5M1.43%535,655CommonSOLE
17275R102CSCOCISCO SYS INC$15.1M1.39%318,130CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$15.0M1.39%109,832CommonSOLE
79466L302CRMSALESFORCE INC$13.5M1.25%52,598CommonSOLE
907818108UNPUNION PAC CORP$12.8M1.18%56,393CommonSOLE
02079K305GOOGLALPHABET INC$12.7M1.17%69,839CommonSOLE
031162100AMGNAMGEN INC$12.2M1.13%39,052CommonSOLE
58933Y105MRKMERCK & CO INC$11.7M1.07%94,141CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$11.2M1.03%20,584CommonSOLE
718546104PSXPHILLIPS 66$10.7M0.99%76,120CommonSOLE
512807108LRCXEURLAM RESEARCH CORP$10.7M0.99%10,050CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$10.2M0.94%62,588CommonSOLE
78463V107GLDSPDR GOLD TR$10.0M0.92%46,615CommonSOLE
742718109PGPROCTER AND GAMBLE CO$10.0M0.92%60,690CommonSOLE
438516106HONHONEYWELL INTL INC$9.3M0.86%43,668CommonSOLE
30231G102XOMEXXON MOBIL CORP$8.6M0.80%75,122CommonSOLE
001055102AFLAFLAC INC$8.4M0.78%94,443CommonSOLE
G5960L103MDTMEDTRONIC PLC$7.7M0.71%97,731CommonSOLE
573874104MRVLMARVELL TECHNOLOGY INC$7.7M0.71%109,500CommonSOLE
038222105AMATAPPLIED MATLS INC$7.4M0.68%31,340CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP$7.1M0.65%16,250CommonSOLE
002824100ABTABBOTT LABS$6.9M0.64%66,357CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$6.7M0.61%12,027CommonSOLE
254687106DISDISNEY WALT CO$6.3M0.58%63,814CommonSOLE
67066G104NVDANVIDIA CORPORATION$6.3M0.58%50,872CommonSOLE
053332102AZOAUTOZONE INC$6.0M0.55%2,015CommonSOLE
30303M102METAMETA PLATFORMS INC$5.8M0.54%11,528CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$5.7M0.53%77,255CommonSOLE
37940X102GPNGLOBAL PMTS INC$5.6M0.51%57,722CommonSOLE
458140100INTCINTEL CORP$5.5M0.51%177,285CommonSOLE
502431109LHXL3HARRIS TECHNOLOGIES INC$5.4M0.50%24,057CommonSOLE
776696106ROPROPER TECHNOLOGIES INC$5.1M0.47%9,011CommonSOLE
46982L108JJACOBS SOLUTIONS INC$4.9M0.45%35,180CommonSOLE
126650100CVSCVS HEALTH CORP$4.6M0.43%78,122CommonSOLE
26875P101EOGEOG RES INC$4.6M0.42%36,505CommonSOLE
478160104JNJJOHNSON & JOHNSON$4.3M0.39%29,104CommonSOLE
717081103PFEPFIZER INC$4.0M0.37%143,332CommonSOLE
74762E102QUREQUANTA SVCS INC$3.9M0.36%15,343CommonSOLE
580135101MCDMCDONALDS CORP$3.7M0.34%14,672CommonSOLE
060505104BACBANK AMERICA CORP$3.7M0.34%93,669CommonSOLE
88160R101TSLATESLA INC$3.6M0.33%18,120CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$3.5M0.32%35,119CommonSOLE
559222401MGAMAGNA INTL INC$3.5M0.32%82,620CommonSOLE
30063P105EXKEXACT SCIENCES CORP$3.4M0.31%80,129CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$3.3M0.31%80,743CommonSOLE
756109104OREALTY INCOME CORP$3.2M0.30%61,270CommonSOLE
872540109TJXTJX COS INC NEW$3.2M0.30%29,123CommonSOLE
192446102CTSHCOGNIZANT TECHNOLOGY SOLUTIO$3.2M0.29%46,945CommonSOLE
46090E103QQQINVESCO QQQ TR$3.1M0.29%6,498CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$3.0M0.28%9,995CommonSOLE
023135106AMZNAMAZON COM INC$3.0M0.28%15,660CommonSOLE
256677105DGDOLLAR GEN CORP NEW$2.9M0.27%22,157CommonSOLE
30212P303EXPEEXPEDIA GROUP INC$2.9M0.27%22,907CommonSOLE
855244109SBUXSTARBUCKS CORP$2.8M0.26%36,151CommonSOLE
166764100CVXCHEVRON CORP NEW$2.6M0.24%16,745CommonSOLE
G29183103ETNEATON CORP PLC$2.6M0.24%8,255CommonSOLE
088606108BHPBHP GROUP LTD$2.6M0.24%45,159CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$2.5M0.23%43,223CommonSOLE
46137V357RSPINVESCO EXCHANGE TRADED FD T$2.4M0.22%14,769CommonSOLE
253868103DLRDIGITAL RLTY TR INC$2.4M0.22%15,850CommonSOLE
922908736VUGVANGUARD INDEX FDS$2.3M0.21%6,045CommonSOLE
260557103DOWDOW INC$2.2M0.20%40,889CommonSOLE
532457108LLYELI LILLY & CO$1.9M0.18%2,113CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$1.9M0.18%11,031CommonSOLE
494368103KMBKIMBERLY-CLARK CORP$1.9M0.17%13,515CommonSOLE
21036P108STZCONSTELLATION BRANDS INC$1.8M0.17%7,151CommonSOLE
03743Q108APAAPA CORPORATION$1.8M0.17%61,198CommonSOLE
89832Q109TFCTRUIST FINL CORP$1.8M0.17%46,256CommonSOLE
949746101WMT2WELLS FARGO CO NEW$1.7M0.16%29,401CommonSOLE
02079K107GOOGALPHABET INC$1.7M0.16%9,228CommonSOLE
882508104TXNTEXAS INSTRS INC$1.7M0.15%8,589CommonSOLE
237194105DRIDARDEN RESTAURANTS INC$1.6M0.15%10,850CommonSOLE
66987V109NVSNOVARTIS AG$1.6M0.15%14,905CommonSOLE
61945C103MOSMOSAIC CO NEW$1.6M0.15%54,750CommonSOLE
375558103GILDGILEAD SCIENCES INC$1.6M0.14%22,601CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$1.5M0.14%36,888CommonSOLE
459506101IFFINTERNATIONAL FLAVORS&FRAGRA$1.5M0.14%16,025CommonSOLE
464287507IJHISHARES TR$1.4M0.13%24,300CommonSOLE
75513E101RTXRTX CORPORATION$1.4M0.13%14,093CommonSOLE
126408103CSXCSX CORP$1.4M0.13%41,434CommonSOLE
26614N102DDDUPONT DE NEMOURS INC$1.3M0.12%16,200CommonSOLE
89151E109TTENTOTALENERGIES SE$1.3M0.12%19,278CommonSOLE
370334104GISGENERAL MLS INC$1.3M0.12%19,900CommonSOLE
81369Y803XLKSELECT SECTOR SPDR TR$1.3M0.12%5,541CommonSOLE
001084102AGCOAGCO CORP$1.2M0.11%12,600CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$1.2M0.11%2,846CommonSOLE
22052L104CTVACORTEVA INC$1.1M0.11%21,294CommonSOLE
81369Y605XLFSELECT SECTOR SPDR TR$1.1M0.11%27,838CommonSOLE
372460105GPCGENUINE PARTS CO$1.1M0.10%7,813CommonSOLE
260003108DOVDOVER CORP$1.0M0.09%5,698CommonSOLE
775711104ROLROLLINS INC$1.0M0.09%21,000CommonSOLE
81369Y209XLVSELECT SECTOR SPDR TR$1.0M0.09%6,956CommonSOLE
670100205NVONOVO-NORDISK A S$942,3690.09%6,602CommonSOLE
749685103RPMRPM INTL INC$928,9550.09%8,627CommonSOLE
861012102STMSTMICROELECTRONICS N V$852,3760.08%21,700CommonSOLE
44891N208IACIAC INC$817,7200.08%17,454CommonSOLE
842587107SOSOUTHERN CO$786,1720.07%10,135CommonSOLE
00971T101AKAMAKAMAI TECHNOLOGIES INC$766,5810.07%8,510CommonSOLE
81369Y506XLESELECT SECTOR SPDR TR$756,1800.07%8,296CommonSOLE
444859102HUMHUMANA INC$747,3000.07%2,000CommonSOLE
921946406VYMVANGUARD WHITEHALL FDS$747,1800.07%6,300CommonSOLE
25746U109DDOMINION ENERGY INC$705,0610.07%14,389CommonSOLE
464287168DVYISHARES TR$697,5710.06%5,766CommonSOLE
M5425M103INMDINMODE LTD$685,3680.06%37,575CommonSOLE
778296103ROSTROSS STORES INC$668,4720.06%4,600CommonSOLE
00206R102TAT&T INC$664,7990.06%34,788CommonSOLE
922908553VNQVANGUARD INDEX FDS$639,2560.06%7,632CommonNONE
806857108SLBSCHLUMBERGER LTD$635,6090.06%13,472CommonSOLE
871829107SYYSYSCO CORP$630,0170.06%8,825CommonSOLE
172967424CCITIGROUP INC$611,2470.06%9,632CommonSOLE
922908769VTIVANGUARD INDEX FDS$605,6430.06%2,264CommonSOLE
02209S103MOALTRIA GROUP INC$596,3860.05%13,093CommonSOLE
464287200IVVISHARES TR$575,1390.05%1,051CommonSOLE
464287556IBBISHARES TR$574,5700.05%4,186CommonSOLE
713448108PEPPEPSICO INC$562,9060.05%3,413CommonSOLE
171340102CHDCHURCH & DWIGHT CO INC$549,5040.05%5,300CommonSOLE
278642103EBAYEBAY INC.$544,4520.05%10,135CommonSOLE
244199105DEDEERE & CO$528,3130.05%1,414CommonSOLE
02072L466ECMLEA SERIES TRUST$504,0910.05%15,863CommonSOLE
302130109EXPDEXPEDITORS INTL WASH INC$455,4840.04%3,650CommonSOLE
87612E106TGTTARGET CORP$451,8180.04%3,052CommonSOLE
14448C104CARRCARRIER GLOBAL CORPORATION$451,4000.04%7,156CommonSOLE
00508Y102AYIACUITY BRANDS INC$435,7990.04%1,805CommonSOLE
252131107DXCMDEXCOM INC$428,5760.04%3,780CommonSOLE
29273V100ETENERGY TRANSFER L P$423,4390.04%26,106CommonSOLE
922908744VTVVANGUARD INDEX FDS$406,8000.04%2,536CommonSOLE
92826C839VVISA INC$404,2040.04%1,540CommonSOLE
58155Q103MCKMCKESSON CORP$400,6510.04%686CommonSOLE
89417E109TRVTRAVELERS COMPANIES INC$395,9030.04%1,947CommonSOLE
902973304USBUS BANCORP DEL$376,2770.03%9,478CommonSOLE
147448104CWSTCASELLA WASTE SYS INC$366,1220.03%3,690CommonNONE
384109104GGGGRACO INC$364,6880.03%4,600CommonSOLE
64110L106NFLXNETFLIX INC$361,0610.03%535CommonSOLE
11133T103BRBROADRIDGE FINL SOLUTIONS IN$354,6000.03%1,800CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$347,0550.03%1,454CommonSOLE
249906108DSGXDESCARTES SYS GROUP INC$343,2980.03%3,545CommonNONE
682680103OKEONEOK INC NEW$334,2730.03%4,099CommonSOLE
718172109PMPHILIP MORRIS INTL INC$314,9340.03%3,108CommonSOLE
962166104WYWEYERHAEUSER CO MTN BE$312,2620.03%10,999CommonSOLE
922908611VBRVANGUARD INDEX FDS$305,3560.03%1,673CommonSOLE
988498101YUMYUM BRANDS INC$304,6580.03%2,300CommonSOLE
285512109EAELECTRONIC ARTS INC$299,5600.03%2,150CommonSOLE
30214U102EXPOEXPONENT INC$292,4940.03%3,075CommonNONE
231021106CMICUMMINS INC$292,1610.03%1,055CommonSOLE
67077M108NTRNUTRIEN LTD$290,1870.03%5,700CommonSOLE
021369103ALTREURALTAIR ENGR INC$288,8460.03%2,945CommonNONE
097023105BABOEING CO$287,9400.03%1,582CommonSOLE
464288877EFVISHARES TR$287,3180.03%5,417CommonSOLE
829073105SSDSIMPSON MFG INC$281,4450.03%1,670CommonNONE
109641100EATBRINKER INTL INC$278,7020.03%3,850CommonSOLE
464287101OEFISHARES TR$277,5150.03%1,050CommonSOLE
6706ER101XBXMXNUVEEN S&P 500 BUY-WRITE INC$274,0500.03%20,300CommonSOLE
670346105NUENUCOR CORP$271,2650.03%1,716CommonSOLE
78463M107SPSCSPS COMM INC$263,4240.02%1,400CommonNONE
78409V104SPGIS&P GLOBAL INC$262,2480.02%588CommonSOLE
780259305SHELSHELL PLC$260,3530.02%3,607CommonSOLE
501889208LKQLKQ CORP$257,8580.02%6,200CommonSOLE
573284106MLMMARTIN MARIETTA MATLS INC$257,3550.02%475CommonSOLE
464287721IYWISHARES TR$255,8500.02%1,700CommonSOLE
464287648IWOISHARES TR$248,0910.02%945CommonSOLE
46138J619OMFLINVESCO EXCH TRD SLF IDX FD$247,7530.02%4,720CommonSOLE
000360206AAONAAON INC$247,6740.02%2,839CommonNONE
57636Q104MAMASTERCARD INCORPORATED$247,4910.02%561CommonSOLE
21044C107ROADCONSTRUCTION PARTNERS INC$245,4080.02%4,445CommonNONE
609207105MDLZMONDELEZ INTL INC$245,0070.02%3,744CommonSOLE
31428X106FDXFEDEX CORP$244,6690.02%816CommonSOLE
67000B104NOVTNOVANTA INC$241,4030.02%1,480CommonNONE
922908751VBVANGUARD INDEX FDS$235,4830.02%1,080CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$233,7290.02%59CommonSOLE
33767E202FSVFIRSTSERVICE CORP NEW$230,0790.02%1,510CommonNONE
65339F101NEENEXTERA ENERGY INC$224,3260.02%3,168CommonSOLE
929160109VMCVULCAN MATLS CO$223,8120.02%900CommonSOLE
464287879IJSISHARES TR$222,9430.02%2,292CommonSOLE
922908637VVVANGUARD INDEX FDS$221,9120.02%889CommonSOLE
30225T102EXREXTRA SPACE STORAGE INC$216,0200.02%1,390CommonSOLE
81369Y407XLYSELECT SECTOR SPDR TR$213,9550.02%1,173CommonSOLE
760759100RSGREPUBLIC SVCS INC$210,4700.02%1,083CommonSOLE
464288570DSIISHARES TR$207,7000.02%2,000CommonSOLE
706327103PBAPEMBINA PIPELINE CORP$206,5360.02%5,570CommonSOLE
75524B104RBCRBC BEARINGS INC$205,0330.02%760CommonNONE
525558201LMATLEMAITRE VASCULAR INC$201,5860.02%2,450CommonNONE
464287804IJRISHARES TR$200,8410.02%1,883CommonSOLE
91359V107UVEUNIVERSAL INS HLDGS INC$187,6000.02%10,000CommonSOLE
28617K101ELDNELEDON PHARMACEUTICALS INC$80,1080.01%30,344CommonSOLE
23725P209DRIOEURDARIOHEALTH CORP$22,9080.00%19,250CommonSOLE
71425H100PVLPERMIANVILLE RTY TR$12,3600.00%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.