MARCO INVESTMENT MANAGEMENT LLC Q1 2024 Filing
Filed May 9, 2024
Portfolio Value
$1.1T
Holdings
209
Report Date
Q1 2024
Filing Type
13F-HR
All Holdings (209 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AVGOBROADCOM INC | 44,856 | $59.5B | 5.60% | |
| 2 | AAPLAPPLE INC | 278,754 | $47.8B | 4.51% | |
| 3 | QCOMQUALCOMM INC | 198,969 | $33.7B | 3.18% | |
| 4 | MSFTMICROSOFT CORP | 78,811 | $33.2B | 3.13% | |
| 5 | JPMJPMORGAN CHASE & CO | 159,045 | $31.9B | 3.00% | |
| 6 | COSTCOSTCO WHSL CORP NEW | 41,676 | $30.5B | 2.88% | |
| 7 | LOWLOWES COS INC | 106,365 | $27.1B | 2.55% | |
| 8 | CATCATERPILLAR INC | 71,613 | $26.2B | 2.47% | |
| 9 | CITHE CIGNA GROUP | 71,810 | $26.1B | 2.46% | |
| 10 | ABBVABBVIE INC | 127,706 | $23.3B | 2.19% | |
| 11 | HDHOME DEPOT INC | 55,727 | $21.4B | 2.02% | |
| 12 | LYBLYONDELLBASELL INDUSTRIES N | 203,080 | $20.8B | 1.96% | |
| 13 | GSGOLDMAN SACHS GROUP INC | 49,219 | $20.6B | 1.94% | |
| 14 | SYKSTRYKER CORPORATION | 54,212 | $19.4B | 1.83% | |
| 15 | PANWPALO ALTO NETWORKS INC | 64,937 | $18.5B | 1.74% | |
| 16 | UNHUNITEDHEALTH GROUP INC | 36,992 | $18.3B | 1.73% | |
| 17 | NXPINXP SEMICONDUCTORS N V | 73,623 | $18.2B | 1.72% | |
| 18 | KOCOCA COLA CO | 290,357 | $17.8B | 1.67% | |
| 19 | AXPAMERICAN EXPRESS CO | 74,134 | $16.9B | 1.59% | |
| 20 | KLACKLA CORP | 23,262 | $16.3B | 1.53% | |
| 21 | UPSUNITED PARCEL SERVICE INC | 108,974 | $16.2B | 1.53% | |
| 22 | CSCOCISCO SYS INC | 319,631 | $16.0B | 1.50% | |
| 23 | WMTWALMART INC | 264,496 | $15.9B | 1.50% | |
| 24 | EPDENTERPRISE PRODS PARTNERS L | 536,355 | $15.7B | 1.48% | |
| 25 | CRMSALESFORCE INC | 50,294 | $15.1B | 1.43% | |
| 26 | ORCLORACLE CORP | 112,602 | $14.1B | 1.33% | |
| 27 | UNPUNION PAC CORP | 55,487 | $13.6B | 1.29% | |
| 28 | COPCONOCOPHILLIPS | 102,018 | $13.0B | 1.22% | |
| 29 | MRKMERCK & CO INC | 93,680 | $12.4B | 1.17% | |
| 30 | PSXPHILLIPS 66 | 75,161 | $12.3B | 1.16% | |
| 31 | AMDADVANCED MICRO DEVICES INC | 62,588 | $11.3B | 1.06% | |
| 32 | AMGNAMGEN INC | 39,476 | $11.2B | 1.06% | |
| 33 | SPYSPDR S&P 500 ETF TR | 20,449 | $10.7B | 1.01% | |
| 34 | GOOGLALPHABET INC | 67,751 | $10.2B | 0.96% | |
| 35 | CVSCVS HEALTH CORP | 124,858 | $10.0B | 0.94% | |
| 36 | PGPROCTER AND GAMBLE CO | 60,890 | $9.9B | 0.93% | |
| 37 | LRCXEURLAM RESEARCH CORP | 10,050 | $9.8B | 0.92% | |
| 38 | GQ9SPDR GOLD TR | 45,865 | $9.4B | 0.89% | |
| 39 | HONHONEYWELL INTL INC | 42,630 | $8.7B | 0.82% | |
| 40 | MDTMEDTRONIC PLC | 97,794 | $8.5B | 0.80% | |
| 41 | AFLAFLAC INC | 92,796 | $8.0B | 0.75% | |
| 42 | DISDISNEY WALT CO | 63,694 | $7.8B | 0.73% | |
| 43 | INTCINTEL CORP | 175,823 | $7.8B | 0.73% | |
| 44 | MRVLMARVELL TECHNOLOGY INC | 109,500 | $7.8B | 0.73% | |
| 45 | NOCNORTHROP GRUMMAN CORP | 16,075 | $7.7B | 0.73% | |
| 46 | ABTABBOTT LABS | 66,074 | $7.5B | 0.71% | |
| 47 | GPNGLOBAL PMTS INC | 53,727 | $7.2B | 0.68% | |
| 48 | TMOTHERMO FISHER SCIENTIFIC INC | 12,030 | $7.0B | 0.66% | |
| 49 | XOMEXXON MOBIL CORP | 59,183 | $6.9B | 0.65% | |
| 50 | AZOAUTOZONE INC | 2,065 | $6.5B | 0.61% | |
| 51 | AMATAPPLIED MATLS INC | 31,340 | $6.5B | 0.61% | |
| 52 | SCHWSCHWAB CHARLES CORP | 77,264 | $5.6B | 0.53% | |
| 53 | EXASEXACT SCIENCES CORP | 80,747 | $5.6B | 0.53% | |
| 54 | METAMETA PLATFORMS INC | 11,401 | $5.5B | 0.52% | |
| 55 | DUKDUKE ENERGY CORP NEW | 54,860 | $5.3B | 0.50% | |
| 56 | LHXL3HARRIS TECHNOLOGIES INC | 24,057 | $5.1B | 0.48% | |
| 57 | JJACOBS SOLUTIONS INC | 32,165 | $4.9B | 0.47% | |
| 58 | NVDANVIDIA CORPORATION | 5,425 | $4.9B | 0.46% | |
| 59 | ROPROPER TECHNOLOGIES INC | 8,658 | $4.9B | 0.46% | |
| 60 | MGAMAGNA INTL INC | 86,980 | $4.7B | 0.45% | |
| 61 | JNJJOHNSON & JOHNSON | 28,923 | $4.6B | 0.43% | |
| 62 | EOGEOG RES INC | 32,650 | $4.2B | 0.39% | |
| 63 | MCDMCDONALDS CORP | 14,381 | $4.1B | 0.38% | |
| 64 | PWRQUANTA SVCS INC | 15,263 | $4.0B | 0.37% | |
| 65 | PFEPFIZER INC | 136,810 | $3.8B | 0.36% | |
| 66 | BACBANK AMERICA CORP | 98,695 | $3.7B | 0.35% | |
| 67 | ACNACCENTURE PLC IRELAND | 10,095 | $3.5B | 0.33% | |
| 68 | CTSHCOGNIZANT TECHNOLOGY SOLUTIO | 47,645 | $3.5B | 0.33% | |
| 69 | BACVERIZON COMMUNICATIONS INC | 83,206 | $3.5B | 0.33% | |
| 70 | OREALTY INCOME CORP | 62,290 | $3.4B | 0.32% | |
| 71 | DGDOLLAR GEN CORP NEW | 21,267 | $3.3B | 0.31% | |
| 72 | EXPEEXPEDIA GROUP INC | 23,467 | $3.2B | 0.30% | |
| 73 | TSLATESLA INC | 17,793 | $3.1B | 0.29% | |
| 74 | SBUXSTARBUCKS CORP | 33,551 | $3.1B | 0.29% | |
| 75 | PYPLPAYPAL HLDGS INC | 43,758 | $2.9B | 0.28% | |
| 76 | NDQINVESCO QQQ TR | 6,438 | $2.9B | 0.27% | |
| 77 | TJXTJX COS INC NEW | 26,505 | $2.7B | 0.25% | |
| 78 | DOWDOW INC | 45,201 | $2.6B | 0.25% | |
| 79 | BHPBHP GROUP LTD | 45,264 | $2.6B | 0.25% | |
| 80 | RSPINVESCO EXCHANGE TRADED FD T | 14,611 | $2.5B | 0.23% | |
| 81 | AMZNAMAZON COM INC | 12,999 | $2.3B | 0.22% | |
| 82 | ETNEATON CORP PLC | 7,415 | $2.3B | 0.22% | |
| 83 | APAAPA CORPORATION | 62,992 | $2.2B | 0.20% | |
| 84 | VUGVANGUARD INDEX FDS | 6,057 | $2.1B | 0.20% | |
| 85 | IBMINTERNATIONAL BUSINESS MACHS | 10,861 | $2.1B | 0.20% | |
| 86 | IFFINTERNATIONAL FLAVORS&FRAGRA | 23,925 | $2.1B | 0.19% | |
| 87 | BMYBRISTOL-MYERS SQUIBB CO | 36,838 | $2.0B | 0.19% | |
| 88 | FQIDIGITAL RLTY TR INC | 13,650 | $2.0B | 0.19% | |
| 89 | STZCONSTELLATION BRANDS INC | 7,151 | $1.9B | 0.18% | |
| 90 | GOOGALPHABET INC | 12,540 | $1.9B | 0.18% | |
| 91 | TFCTRUIST FINL CORP | 47,624 | $1.9B | 0.18% | |
| 92 | MOSMOSAIC CO NEW | 56,425 | $1.8B | 0.17% | |
| 93 | DRIDARDEN RESTAURANTS INC | 10,850 | $1.8B | 0.17% | |
| 94 | KMBKIMBERLY-CLARK CORP | 13,735 | $1.8B | 0.17% | |
| 95 | BRK/BBERKSHIRE HATHAWAY INC DEL | 3,872 | $1.6B | 0.15% | |
| 96 | CVXCHEVRON CORP NEW | 10,312 | $1.6B | 0.15% | |
| 97 | LLYELI LILLY & CO | 2,071 | $1.6B | 0.15% | |
| 98 | WFCWELLS FARGO CO NEW | 27,701 | $1.6B | 0.15% | |
| 99 | AGCOAGCO CORP | 12,600 | $1.6B | 0.15% | |
| 100 | GILDGILEAD SCIENCES INC | 21,151 | $1.5B | 0.15% |
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