MARCO INVESTMENT MANAGEMENT LLC Q2 2025 Filing

Filed August 6, 2025

Portfolio Value

$1.2B

Holdings

220

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (220 positions)

StockValue
AVGOBROADCOM INC
$103.6M
AAPLAPPLE INC
$56.1M
JPMJPMORGAN CHASE & CO.
$46.1M
MSFTMICROSOFT CORP
$44.0M
COSTCOSTCO WHSL CORP NEW
$39.8M
GSGOLDMAN SACHS GROUP INC
$32.8M
QCOMQUALCOMM INC
$32.4M
PANWPALO ALTO NETWORKS INC
$28.5M
CATCATERPILLAR INC
$28.0M
ORCLORACLE CORP
$27.4M
ABBVABBVIE INC
$26.0M
WMTWALMART INC
$25.7M
LOWLOWES COS INC
$23.8M
CITHE CIGNA GROUP
$23.7M
AXPAMERICAN EXPRESS CO
$22.7M
SYKSTRYKER CORPORATION
$22.5M
KLACKLA CORP
$21.7M
CSCOCISCO SYS INC
$21.4M
HDHOME DEPOT INC
$21.0M
KOCOCA COLA CO
$18.5M
GOOGLALPHABET INC
$17.4M
UNHUNITEDHEALTH GROUP INC
$17.4M
NXPINXP SEMICONDUCTORS N V
$16.9M
EPDENTERPRISE PRODS PARTNERS L
$16.4M
SPYSPDR S&P 500 ETF TR
$15.7M
CRMSALESFORCE INC
$15.1M
UNPUNION PAC CORP
$13.4M
AMGNAMGEN INC
$12.0M
UPSUNITED PARCEL SERVICE INC
$11.5M
HONHONEYWELL INTL INC
$11.2M
GDXVANECK ETF TRUST
$10.7M
LYBLYONDELLBASELL INDUSTRIES N
$10.2M
COPCONOCOPHILLIPS
$9.9M
AFLAFLAC INC
$9.7M
PGPROCTER AND GAMBLE CO
$9.5M
PSXPHILLIPS 66
$9.3M
ABTABBOTT LABS
$8.4M
MDTMEDTRONIC PLC
$8.4M
XOMEXXON MOBIL CORP
$8.3M
NOCNORTHROP GRUMMAN CORP
$8.2M
DISDISNEY WALT CO
$7.9M
MRKMERCK & CO INC
$7.7M
NVDANVIDIA CORPORATION
$7.6M
AZOAUTOZONE INC
$7.5M
JJACOBS SOLUTIONS INC
$7.2M
METAMETA PLATFORMS INC
$7.1M
SCHWSCHWAB CHARLES CORP
$7.1M
GQ9SPDR GOLD TR
$6.2M
LHXL3HARRIS TECHNOLOGIES INC
$6.0M
LRCXEURLAM RESEARCH CORP
$5.9M
AMZNAMAZON COM INC
$5.8M
TSLATESLA INC
$5.6M
MRVLMARVELL TECHNOLOGY INC
$5.4M
PWRQUANTA SVCS INC
$5.2M
ROPROPER TECHNOLOGIES INC
$5.1M
CVSCVS HEALTH CORP
$5.1M
ETNEATON CORP PLC
$4.6M
TMOTHERMO FISHER SCIENTIFIC INC
$4.5M
BACBANK AMERICA CORP
$4.4M
EOGEOG RES INC
$4.4M
JNJJOHNSON & JOHNSON
$4.3M
AMDADVANCED MICRO DEVICES INC
$4.3M
MCDMCDONALDS CORP
$4.2M
MTZMASTEC INC
$4.2M
DUKDUKE ENERGY CORP NEW
$4.1M
NDQINVESCO QQQ TR
$3.9M
AMATAPPLIED MATLS INC
$3.9M
GPNGLOBAL PMTS INC
$3.8M
EXPEEXPEDIA GROUP INC
$3.7M
OREALTY INCOME CORP
$3.6M
BACVERIZON COMMUNICATIONS INC
$3.6M
PYPLPAYPAL HLDGS INC
$3.6M
CTSHCOGNIZANT TECHNOLOGY SOLUTIO
$3.5M
TJXTJX COS INC NEW
$3.4M
PFEPFIZER INC
$3.4M
IBMINTERNATIONAL BUSINESS MACHS
$3.2M
ACNACCENTURE PLC IRELAND
$3.0M
SBUXSTARBUCKS CORP
$3.0M
INTCINTEL CORP
$2.9M
WFCWELLS FARGO CO NEW
$2.8M
EXASEXACT SCIENCES CORP
$2.8M
FQIDIGITAL RLTY TR INC
$2.7M
RSPINVESCO EXCHANGE TRADED FD T
$2.7M
MGAMAGNA INTL INC
$2.6M
DRIDARDEN RESTAURANTS INC
$2.3M
VUGVANGUARD INDEX FDS
$2.3M
ISRGINTUITIVE SURGICAL INC
$2.2M
GILDGILEAD SCIENCES INC
$2.2M
DGDOLLAR GEN CORP NEW
$2.2M
RTXRTX CORPORATION
$2.1M
BHPBHP GROUP LTD
$1.9M
GOOGALPHABET INC
$1.8M
TFCTRUIST FINL CORP
$1.8M
TXNTEXAS INSTRS INC
$1.8M
NVSNNOVARTIS AG
$1.7M
KMBKIMBERLY-CLARK CORP
$1.7M
MOSMOSAIC CO NEW
$1.6M
LLYELI LILLY & CO
$1.6M
XLFSELECT SECTOR SPDR TR
$1.5M
XLKSELECT SECTOR SPDR TR
$1.4M
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