MARCO INVESTMENT MANAGEMENT LLC Q1 2023 Filing

Filed May 11, 2023

Portfolio Value

$887.2T

Holdings

197

Report Date

Q1 2023

Filing Type

13F-HR

All Holdings (197 positions)

#StockSharesValue% PortfolioType
1
AAPLAPPLE INC
289,008$47.7T5.37%
2
QCOMQUALCOMM INC
265,613$33.9T3.82%
3
AVGOBROADCOM INC
52,402$33.6T3.79%
4
ABBVABBVIE INC
158,092$25.2T2.84%
5
MSFTMICROSOFT CORP
86,709$25.0T2.82%
6
CITHE CIGNA GROUP
93,404$23.9T2.69%
7
LYBLYONDELLBASELL INDUSTRIES N
249,525$23.4T2.64%
8
JPMJPMORGAN CHASE & CO
170,639$22.2T2.51%
9
COSTCOSTCO WHSL CORP NEW
43,670$21.7T2.45%
10
LOWLOWES COS INC
106,612$21.3T2.40%
11
UPSUNITED PARCEL SERVICE INC
108,335$21.0T2.37%
12
KOCOCA COLA CO
290,844$18.0T2.03%
13
UNHUNITEDHEALTH GROUP INC
36,701$17.3T1.95%
14
HDHOME DEPOT INC
58,439$17.2T1.94%
15
CATCATERPILLAR INC
74,608$17.1T1.92%
16
GSGOLDMAN SACHS GROUP INC
51,803$16.9T1.91%
17
CSCOCISCO SYS INC
321,831$16.8T1.90%
18
SYKSTRYKER CORPORATION
55,211$15.8T1.78%
19
EPDENTERPRISE PRODS PARTNERS L
516,006$13.4T1.51%
20
NXPINXP SEMICONDUCTORS N V
71,420$13.3T1.50%
21
WMTWALMART INC
85,726$12.6T1.42%
22
UNPUNION PAC CORP
57,048$11.5T1.29%
23
CVSCVS HEALTH CORP
152,842$11.4T1.28%
24
AXPAMERICAN EXPRESS CO
66,956$11.0T1.24%
25
CRMSALESFORCE INC
52,298$10.4T1.18%
26
ORCLORACLE CORP
111,817$10.4T1.17%
27
AMGNAMGEN INC
42,678$10.3T1.16%
28
MRKMERCK & CO INC
95,229$10.1T1.14%
29
PANWPALO ALTO NETWORKS INC
48,791$9.7T1.10%
30
PGPROCTER AND GAMBLE CO
62,230$9.3T1.04%
31
AMDADVANCED MICRO DEVICES INC
94,169$9.2T1.04%
32
KLACKLA CORP
21,775$8.7T0.98%
33
LRCXEURLAM RESEARCH CORP
16,039$8.5T0.96%
34
MDTMEDTRONIC PLC
101,754$8.2T0.92%
35
SPYSPDR S&P 500 ETF TR
19,886$8.1T0.92%
36
PSXPHILLIPS 66
76,058$7.7T0.87%
37
NOCNORTHROP GRUMMAN CORP
16,320$7.5T0.85%
38
COPCONOCOPHILLIPS
74,973$7.4T0.84%
39
HONHONEYWELL INTL INC
38,054$7.3T0.82%
40
INTCINTEL CORP
221,429$7.2T0.82%
41
ABTABBOTT LABS
71,169$7.2T0.81%
42
DISDISNEY WALT CO
69,618$7.0T0.79%
43
TMOTHERMO FISHER SCIENTIFIC INC
11,951$6.9T0.78%
44
PFEPFIZER INC
149,969$6.1T0.69%
45
AFLAFLAC INC
94,440$6.1T0.69%
46
XOMEXXON MOBIL CORP
53,223$5.8T0.66%
47
GOOGLALPHABET INC
55,950$5.8T0.65%
48
MGAMAGNA INTL INC
103,675$5.6T0.63%
49
EXASEXACT SCIENCES CORP
78,175$5.3T0.60%
50
JNJJOHNSON & JOHNSON
33,467$5.2T0.58%
51
AZOAUTOZONE INC
2,084$5.1T0.58%
52
DUKDUKE ENERGY CORP NEW
52,662$5.1T0.57%
53
LHXL3HARRIS TECHNOLOGIES INC
24,308$4.8T0.54%
54
MRVLMARVELL TECHNOLOGY INC
109,500$4.7T0.53%
55
GPNGLOBAL PMTS INC
42,823$4.5T0.51%
56
AMATAPPLIED MATLS INC
36,003$4.4T0.50%
57
OREALTY INCOME CORP
63,459$4.0T0.45%
58
SCHWSCHWAB CHARLES CORP
76,643$4.0T0.45%
59
ROPROPER TECHNOLOGIES INC
9,077$4.0T0.45%
60
BACVERIZON COMMUNICATIONS INC
102,325$4.0T0.45%
61
MCDMCDONALDS CORP
13,595$3.8T0.43%
62
AWMSKYWORKS SOLUTIONS INC
31,800$3.8T0.42%
63
PYPLPAYPAL HLDGS INC
49,174$3.7T0.42%
64
BACBANK AMERICA CORP
118,006$3.4T0.38%
65
DOWDOW INC
61,344$3.4T0.38%
66
BMYBRISTOL-MYERS SQUIBB CO
46,909$3.3T0.37%
67
METAMETA PLATFORMS INC
14,894$3.2T0.36%
68
SBUXSTARBUCKS CORP
29,264$3.0T0.34%
69
EOGEOG RES INC
25,975$3.0T0.34%
70
CTSHCOGNIZANT TECHNOLOGY SOLUTIO
48,400$2.9T0.33%
71
GPCGENUINE PARTS CO
17,571$2.9T0.33%
72
ETNEATON CORP PLC
17,050$2.9T0.33%
73
MOSMOSAIC CO NEW
63,450$2.9T0.33%
74
ACNACCENTURE PLC IRELAND
10,107$2.9T0.33%
75
BHPBHP GROUP LTD
44,692$2.8T0.32%
76
DGDOLLAR GEN CORP NEW
12,840$2.7T0.30%
77
GILDGILEAD SCIENCES INC
30,504$2.5T0.29%
78
IFFINTERNATIONAL FLAVORS&FRAGRA
27,178$2.5T0.28%
79
KMBKIMBERLY-CLARK CORP
18,196$2.4T0.28%
80
EXPEEXPEDIA GROUP INC
24,562$2.4T0.27%
81
GISGENERAL MLS INC
26,950$2.3T0.26%
82
PWRQUANTA SVCS INC
13,800$2.3T0.26%
83
TFCTRUIST FINL CORP
66,347$2.3T0.26%
84
RSPINVESCO EXCHANGE TRADED FD T
15,010$2.2T0.24%
85
AMZNAMAZON COM INC
20,990$2.2T0.24%
86
APAAPA CORPORATION
60,010$2.2T0.24%
87
RTXRAYTHEON TECHNOLOGIES CORP
20,861$2.0T0.23%
88
STMSTMICROELECTRONICS N V
36,450$1.9T0.22%
89
JJACOBS SOLUTIONS INC
15,410$1.8T0.20%
90
AGCOAGCO CORP
13,150$1.8T0.20%
91
TJXTJX COS INC NEW
22,158$1.7T0.20%
92
TSLATESLA INC
8,105$1.7T0.19%
93
CVXCHEVRON CORP NEW
10,222$1.7T0.19%
94
NDQINVESCO QQQ TR
5,076$1.6T0.18%
95
TXNTEXAS INSTRS INC
8,589$1.6T0.18%
96
CTVACORTEVA INC
24,850$1.5T0.17%
97
DDDUPONT DE NEMOURS INC
20,639$1.5T0.17%
98
FQIDIGITAL RLTY TR INC
15,003$1.5T0.17%
99
STZCONSTELLATION BRANDS INC
6,426$1.5T0.16%
100
NVDANVIDIA CORPORATION
5,196$1.4T0.16%
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