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)

StockValue
DGDOLLAR GEN CORP NEW
$1.3M
STMSTMICROELECTRONICS N V
$1.2M
CVXCHEVRON CORP NEW
$1.2M
APAAPA CORPORATION
$1.2M
WFCWELLS FARGO CO NEW
$1.2M
IJHISHARES TR
$1.1M
STZCONSTELLATION BRANDS INC
$1.1M
GOOGALPHABET INC
$1.0M
XLFSELECT SECTOR SPDR TR
$1.0M
JECUSDJACOBS ENGR GROUP INC
$990K
TTENTOTAL SE
$973K
DRIDARDEN RESTAURANTS INC
$940K
RPMRPM INTL INC
$904K
CSXCSX CORP
$898K
HUMHUMANA INC
$838K
DOVDOVER CORP
$831K
ROSTROSS STORES INC
$794K
XLVSELECT SECTOR SPDR TR
$791K
DYHTARGET CORP
$766K
ROLROLLINS INC
$749K
DEDEERE & CO
$746K
MOALTRIA GROUP INC
$724K
BABOEING CO
$723K
CBRLCRACKER BARREL OLD CTRY STOR
$671K
TJXTJX COS INC NEW
$662K
VYMVANGUARD WHITEHALL FDS
$637K
4I1PHILIP MORRIS INTL INC
$633K
XLKSELECT SECTOR SPDR TR
$630K
BRK/BBERKSHIRE HATHAWAY INC DEL
$610K
EATBRINKER INTL INC
$568K
FISFIDELITY NATL INFORMATION SV
$553K
NEARISHARES U S ETF TR
$552K
MMM3M CO
$536K
USBUS BANCORP DEL
$520K
VTIVANGUARD INDEX FDS
$519K
NTRNUTRIEN LTD
$502K
CTLEURLUMEN TECHNOLOGIES INC
$492K
NEENEXTERA ENERGY INC
$490K
MUMICRON TECHNOLOGY INC
$486K
SOSOUTHERN CO
$455K
PEPPEPSICO INC
$433K
XLESELECT SECTOR SPDR TR
$424K
AKAMAKAMAI TECHNOLOGIES INC
$418K
GQ9SPDR GOLD TR
$393K
LLYLILLY ELI & CO
$392K
WYWEYERHAEUSER CO MTN BE
$392K
LKQ1LKQ CORP
$381K
NKENIKE INC
$359K
DC4DEXCOM INC
$359K
SLBSCHLUMBERGER LTD
$354K
GGGGRACO INC
$351K
JYNTJOINT CORP
$343K
MDLZMONDELEZ INTL INC
$335K
ADPAUTOMATIC DATA PROCESSING IN
$328K
AQLTISHARES TR
$323K
LULULULULEMON ATHLETICA INC
$322K
APTVAPTIV PLC
$317K
FOXFFOX FACTORY HLDG CORP
$311K
VBVANGUARD INDEX FDS
$310K
DHID R HORTON INC
$303K
RDS/AROYAL DUTCH SHELL PLC
$303K
TDOCTELADOC HEALTH INC
$292K
VOVANGUARD INDEX FDS
$292K
TRVTRAVELERS COMPANIES INC
$291K
EXPDEXPEDITORS INTL WASH INC
$291K
EAELECTRONIC ARTS INC
$287K
BRBROADRIDGE FINL SOLUTIONS IN
$276K
VHTVANGUARD WORLD FDS
$264K
CWSTCASELLA WASTE SYS INC
$262K
RFREGIONS FINANCIAL CORP NEW
$259K
NVONOVO-NORDISK A S
$258K
SITESITEONE LANDSCAPE SUPPLY INC
$251K
IYJISHARES TR
$249K
YUMYUM BRANDS INC
$249K
CMICUMMINS INC
$248K
RGENREPLIGEN CORP
$245K
IATISHARES TR
$233K
EXPOEXPONENT INC
$230K
EQREQUITY RESIDENTIAL
$230K
PWRQUANTA SVCS INC
$224K
DSGDESCARTES SYS GROUP INC
$224K
SPSCSPS COMM INC
$223K
FSVFIRSTSERVICE CORP NEW
$219K
PKNPERKINELMER INC
$218K
VVVANGUARD INDEX FDS
$216K
UVEUNIVERSAL INS HLDGS INC
$215K
MRCYMERCURY SYS INC
$214K
OMCLOMNICELL COM
$211K
TREXTREX CO INC
$211K
VTRSVIATRIS INC
$210K
BLBLACKLINE INC
$209K
OEFISHARES TR
$209K
NEOGNEOGEN CORP
$204K
XBXMXNUVEEN S&P 500 BUY-WRITE INC
$202K
DRIOEURDARIOHEALTH CORP
$193K
PVLPERMIANVILLE RTY TR
$18K
GABELLI UTIL TR
$4K
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