MARCO INVESTMENT MANAGEMENT LLC Q4 2025 Filing

Filed February 4, 2026

Portfolio Value

$1.3B

Holdings

228

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (228 positions)

StockValue
TXNTEXAS INSTRS INC
$1.5M
IJHISHARES TR
$1.5M
BMYBRISTOL-MYERS SQUIBB CO
$1.4M
MOALTRIA GROUP INC
$1.4M
AGCOAGCO CORP
$1.4M
KMBKIMBERLY-CLARK CORP
$1.3M
ROLROLLINS INC
$1.3M
TTETOTALENERGIES SE
$1.3M
APAAPA CORPORATION
$1.2M
LMTLOCKHEED MARTIN CORP
$1.2M
XLVSELECT SECTOR SPDR TR
$1.1M
DOVDOVER CORP
$1.1M
TRVCCITIGROUP INC
$1.0M
CTVACORTEVA INC
$993K
BRK/BBERKSHIRE HATHAWAY INC DEL
$981K
GPCGENUINE PARTS CO
$971K
EBAEBAY INC.
$964K
OKLOOKLO INC
$934K
VYMVANGUARD WHITEHALL FDS
$904K
MOSMOSAIC CO NEW
$899K
AYIACUITY BRANDS INC
$899K
SOSOUTHERN CO
$870K
ROSTROSS STORES INC
$864K
IBBISHARES TR
$829K
VTIVANGUARD INDEX FDS
$821K
RPMRPM INTL INC
$807K
AQLTISHARES TR
$789K
DDOMINION ENERGY INC
$751K
XLESELECT SECTOR SPDR TR
$732K
TAT&T INC
$706K
IVVISHARES TR
$695K
VNQVANGUARD INDEX FDS
$659K
SYYSYSCO CORP
$641K
ETENERGY TRANSFER L P
$632K
DEDEERE & CO
$605K
TRVTRAVELERS COMPANIES INC
$560K
QQNITY ELECTRONICS INC
$560K
MCKMCKESSON CORP
$552K
CMICUMMINS INC
$549K
DDDUPONT DE NEMOURS INC
$541K
4I1PHILIP MORRIS INTL INC
$517K
VVISA INC
$512K
HUMHUMANA INC
$512K
CHDCHURCH & DWIGHT CO INC
$507K
XBXMXNUVEEN S&P 500 BUY-WRITE INC
$504K
SOLSSOLSTICE ADVANCED MATLS INC
$499K
GEVGE VERNOVA INC
$490K
NFLXNETFLIX INC
$483K
EXPDEXPEDITORS INTL WASH INC
$454K
USBUS BANCORP DEL
$449K
STMSTMICROELECTRONICS N V
$446K
DOWDOW INC
$424K
EAELECTRONIC ARTS INC
$420K
INMDINMODE LTD
$417K
SLBSCHLUMBERGER LTD
$414K
BRBROADRIDGE FINL SOLUTIONS IN
$404K
PEPPEPSICO INC
$400K
COFCAPITAL ONE FINL CORP
$384K
GGGGRACO INC
$377K
MUMICRON TECHNOLOGY INC
$376K
EATBRINKER INTL INC
$365K
GEGE AEROSPACE
$364K
BKBANK NEW YORK MELLON CORP
$363K
ADPAUTOMATIC DATA PROCESSING IN
$362K
OEFISHARES TR
$360K
BXBLACKSTONE INC
$347K
OKEONEOK INC NEW
$346K
IYWISHARES TR
$339K
UVEUNIVERSAL INS HLDGS INC
$338K
VBRVANGUARD INDEX FDS
$337K
NVONOVO-NORDISK A S
$333K
RBCRBC BEARINGS INC
$331K
CARRCARRIER GLOBAL CORPORATION
$330K
CWSTCASELLA WASTE SYS INC
$328K
ECMLEA SERIES TRUST
$327K
MAMASTERCARD INCORPORATED
$322K
YUMYUM BRANDS INC
$317K
SHELSHELL PLC
$313K
IWOISHARES TR
$305K
GISGENERAL MLS INC
$297K
NVDANVIDIA CORPORATION
$289K
DSGDESCARTES SYS GROUP INC
$283K
VVVANGUARD INDEX FDS
$279K
BKNGBOOKING HOLDINGS INC
$278K
VBVANGUARD INDEX FDS
$275K
ROADCONSTRUCTION PARTNERS INC
$272K
NUENUCOR CORP
$271K
SCHDSCHWAB STRATEGIC TR
$270K
ESEESCO TECHNOLOGIES INC
$265K
SPGIS&P GLOBAL INC
$261K
IJSISHARES TR
$260K
VTVVANGUARD INDEX FDS
$260K
DSIISHARES TR
$257K
VMCVULCAN MATLS CO
$256K
IOOISHARES TR
$253K
DC4DEXCOM INC
$250K
SILGLOBAL X FDS
$250K
EFVISHARES TR
$249K
MLMMARTIN MARIETTA MATLS INC
$249K
CWCURTISS WRIGHT CORP
$248K
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