MARCO INVESTMENT MANAGEMENT LLC Q1 2021 Filing

Filed May 6, 2021

Portfolio Value

$766.2B

Holdings

197

Report Date

Q1 2021

Filing Type

13F-HR

All Holdings (197 positions)

#StockSharesValue% PortfolioType
1
AAPLAPPLE INC
379,900$46.4B6.06%
2
QCOMQUALCOMM INC
200,720$26.6B3.47%
3
JPMJPMORGAN CHASE & CO
156,868$23.9B3.12%
4
MSFTMICROSOFT CORP
94,227$22.2B2.90%
5
CSCOCISCO SYS INC
428,858$22.2B2.89%
6
UNHUNITEDHEALTH GROUP INC
51,387$19.1B2.50%
7
INTCINTEL CORP
293,516$18.8B2.45%
8
LOWLOWES COS INC
98,674$18.8B2.45%
9
KOCOCA COLA CO
345,804$18.2B2.38%
10
AVGOBROADCOM INC
39,037$18.1B2.36%
11
HDHOME DEPOT INC
56,750$17.3B2.26%
12
LYBLYONDELLBASELL INDUSTRIES N
166,256$17.3B2.26%
13
COSTCOSTCO WHSL CORP NEW
48,183$17.0B2.22%
14
ABBVABBVIE INC
154,926$16.8B2.19%
15
UPSUNITED PARCEL SERVICE INC
92,577$15.7B2.05%
16
GSGOLDMAN SACHS GROUP INC
47,590$15.6B2.03%
17
AMGNAMGEN INC
61,315$15.3B1.99%
18
CATCATERPILLAR INC
59,175$13.7B1.79%
19
SYKSTRYKER CORPORATION
48,353$11.8B1.54%
20
UNPUNION PAC CORP
52,964$11.7B1.52%
21
DISDISNEY WALT CO
62,968$11.6B1.52%
22
BACVERIZON COMMUNICATIONS INC
197,889$11.5B1.50%
23
CVSCVS HEALTH CORP
151,559$11.4B1.49%
24
PYPLPAYPAL HLDGS INC
46,795$11.4B1.48%
25
MDTMEDTRONIC PLC
92,316$10.9B1.42%
26
NXPINXP SEMICONDUCTORS N V
48,895$9.8B1.28%
27
EPDENTERPRISE PRODS PARTNERS L
428,066$9.4B1.23%
28
ABTABBOTT LABS
71,186$8.5B1.11%
29
WMTWALMART INC
61,648$8.4B1.09%
30
AXPAMERICAN EXPRESS CO
58,959$8.3B1.09%
31
PGPROCTER AND GAMBLE CO
56,452$7.6B1.00%
32
CRMSALESFORCE COM INC
35,075$7.4B0.97%
33
SPYSPDR S&P 500 ETF TR
18,178$7.2B0.94%
34
ORCLORACLE CORP
100,088$7.0B0.92%
35
MRKMERCK & CO. INC
83,419$6.4B0.84%
36
GOOGLALPHABET INC
2,949$6.1B0.79%
37
EXASEXACT SCIENCES CORP
46,078$6.1B0.79%
38
JNJJOHNSON & JOHNSON
32,846$5.4B0.70%
39
HONHONEYWELL INTL INC
24,746$5.4B0.70%
40
PFEPFIZER INC
145,854$5.3B0.69%
41
LHXL3HARRIS TECHNOLOGIES INC
25,780$5.2B0.68%
42
GILDGILEAD SCIENCES INC
78,192$5.1B0.66%
43
DUKDUKE ENERGY CORP NEW
52,245$5.0B0.66%
44
IBBISHARES TR
33,134$5.0B0.65%
45
AFLAFLAC INC
96,240$4.9B0.64%
46
BACBK OF AMERICA CORP
121,177$4.7B0.61%
47
NOCNORTHROP GRUMMAN CORP
13,949$4.5B0.59%
48
RTXRAYTHEON TECHNOLOGIES CORP
58,215$4.5B0.59%
49
MRVLMARVELL TECHNOLOGY GROUP LTD
89,500$4.4B0.57%
50
SCHWSCHWAB CHARLES CORP
66,966$4.4B0.57%
51
ILMNILLUMINA INC
11,300$4.3B0.57%
52
METAFACEBOOK INC
13,257$3.9B0.51%
53
CTSHCOGNIZANT TECHNOLOGY SOLUTIO
49,330$3.9B0.50%
54
NVSNNOVARTIS AG
43,732$3.7B0.49%
55
NVDANVIDIA CORPORATION
6,749$3.6B0.47%
56
DOWDOW INC
55,586$3.6B0.46%
57
XOMEXXON MOBIL CORP
58,421$3.3B0.43%
58
COPCONOCOPHILLIPS
59,670$3.2B0.41%
59
AMDADVANCED MICRO DEVICES INC
40,100$3.1B0.41%
60
ROPROPER TECHNOLOGIES INC
7,717$3.1B0.41%
61
TFCTRUIST FINL CORP
52,664$3.1B0.40%
62
OREALTY INCOME CORP
48,260$3.1B0.40%
63
KMBKIMBERLY-CLARK CORP
21,823$3.0B0.40%
64
MCDMCDONALDS CORP
13,428$3.0B0.39%
65
SYYSYSCO CORP
37,625$3.0B0.39%
66
SBUXSTARBUCKS CORP
26,399$2.9B0.38%
67
AZOAUTOZONE INC
2,052$2.9B0.38%
68
ACNACCENTURE PLC IRELAND
10,370$2.9B0.37%
69
BKBANK NEW YORK MELLON CORP
58,600$2.8B0.36%
70
CDNSCADENCE DESIGN SYSTEM INC
20,000$2.7B0.36%
71
AMZNAMAZON COM INC
867$2.7B0.35%
72
BMYBRISTOL-MYERS SQUIBB CO
42,217$2.7B0.35%
73
EXPEEXPEDIA GROUP INC
15,275$2.6B0.34%
74
TMOTHERMO FISHER SCIENTIFIC INC
5,430$2.5B0.32%
75
PSXPHILLIPS 66
29,514$2.4B0.31%
76
ETNEATON CORP PLC
17,165$2.4B0.31%
77
GPCGENUINE PARTS CO
19,696$2.3B0.30%
78
IFFINTERNATIONAL FLAVORS&FRAGRA
15,874$2.2B0.29%
79
MOSMOSAIC CO NEW
69,350$2.2B0.29%
80
AGCOAGCO CORP
15,200$2.2B0.28%
81
BHPBHP GROUP LTD
30,750$2.1B0.28%
82
GPNGLOBAL PMTS INC
10,458$2.1B0.28%
83
PANWPALO ALTO NETWORKS INC
5,375$1.7B0.23%
84
GISGENERAL MLS INC
27,425$1.7B0.22%
85
TSLATESLA INC
2,405$1.6B0.21%
86
LMTLOCKHEED MARTIN CORP
4,307$1.6B0.21%
87
EOGEOG RES INC
21,925$1.6B0.21%
88
TXNTEXAS INSTRS INC
7,929$1.5B0.20%
89
VUGVANGUARD INDEX FDS
5,700$1.5B0.19%
90
NDQINVESCO QQQ TR
4,585$1.5B0.19%
91
CTVACORTEVA INC
31,000$1.4B0.19%
92
DDDUPONT DE NEMOURS INC
18,663$1.4B0.19%
93
RSPINVESCO EXCHANGE TRADED FD T
10,090$1.4B0.19%
94
EBAEBAY INC.
23,325$1.4B0.19%
95
VBRVANGUARD INDEX FDS
8,580$1.4B0.19%
96
FEYECHFFIREEYE INC
71,200$1.4B0.18%
97
IBMINTERNATIONAL BUSINESS MACHS
10,253$1.4B0.18%
98
TRVCCITIGROUP INC
18,647$1.4B0.18%
99
TAT&T INC
44,275$1.3B0.17%
100
DDOMINION ENERGY INC
17,358$1.3B0.17%
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