MARCO INVESTMENT MANAGEMENT LLC Q1 2023 Filing

Filed May 11, 2023

Portfolio Value

$887.2M

Holdings

197

Report Date

Q1 2023

Filing Type

13F-HR

All Holdings (197 positions)

#	Stock	Shares	Value	% Portfolio
1	AAPLAPPLE INC	289,008	$47.0M	5.30%
2	QCOMQUALCOMM INC	265,613	$33.0M	3.72%
3	ABBVABBVIE INC	158,092	$25.0M	2.82%
4	MSFTMICROSOFT CORP	86,709	$24.0M	2.71%
5	LYBLYONDELLBASELL INDUSTRIES N	249,525	$23.0M	2.59%
6	CITHE CIGNA GROUP	93,404	$23.0M	2.59%
7	JPMJPMORGAN CHASE & CO	170,639	$22.0M	2.48%
8	UPSUNITED PARCEL SERVICE INC	108,335	$21.0M	2.37%
9	COSTCOSTCO WHSL CORP NEW	43,670	$21.0M	2.37%
10	LOWLOWES COS INC	106,612	$21.0M	2.37%
11	KOCOCA COLA CO	290,844	$18.0M	2.03%
12	HDHOME DEPOT INC	58,439	$17.0M	1.92%
13	UNHUNITEDHEALTH GROUP INC	36,701	$17.0M	1.92%
14	CATCATERPILLAR INC	74,608	$17.0M	1.92%
15	GSGOLDMAN SACHS GROUP INC	51,803	$16.0M	1.80%
16	CSCOCISCO SYS INC	321,831	$16.0M	1.80%
17	SYKSTRYKER CORPORATION	55,211	$15.0M	1.69%
18	NXPINXP SEMICONDUCTORS N V	71,420	$13.0M	1.47%
19	EPDENTERPRISE PRODS PARTNERS L	516,006	$13.0M	1.47%
20	WMTWALMART INC	85,726	$12.0M	1.35%
21	CVSCVS HEALTH CORP	152,842	$11.0M	1.24%
22	UNPUNION PAC CORP	57,048	$11.0M	1.24%
23	AXPAMERICAN EXPRESS CO	66,956	$11.0M	1.24%
24	MRKMERCK & CO INC	95,229	$10.0M	1.13%
25	AMGNAMGEN INC	42,678	$10.0M	1.13%
26	CRMSALESFORCE INC	52,298	$10.0M	1.13%
27	ORCLORACLE CORP	111,817	$10.0M	1.13%
28	AMDADVANCED MICRO DEVICES INC	94,169	$9.0M	1.01%
29	PGPROCTER AND GAMBLE CO	62,230	$9.0M	1.01%
30	PANWPALO ALTO NETWORKS INC	48,791	$9.0M	1.01%
31	SPYSPDR S&P 500 ETF TR	19,886	$8.0M	0.90%
32	LRCXEURLAM RESEARCH CORP	16,039	$8.0M	0.90%
33	KLACKLA CORP	21,775	$8.0M	0.90%
34	MDTMEDTRONIC PLC	101,754	$8.0M	0.90%
35	HONHONEYWELL INTL INC	38,054	$7.0M	0.79%
36	INTCINTEL CORP	221,429	$7.0M	0.79%
37	COPCONOCOPHILLIPS	74,973	$7.0M	0.79%
38	ABTABBOTT LABS	71,169	$7.0M	0.79%
39	PSXPHILLIPS 66	76,058	$7.0M	0.79%
40	NOCNORTHROP GRUMMAN CORP	16,320	$7.0M	0.79%
41	DISDISNEY WALT CO	69,618	$6.0M	0.68%
42	AFLAFLAC INC	94,440	$6.0M	0.68%
43	PFEPFIZER INC	149,969	$6.0M	0.68%
44	XOMEXXON MOBIL CORP	53,223	$5.0M	0.56%
45	GOOGLALPHABET INC	55,950	$5.0M	0.56%
46	EXASEXACT SCIENCES CORP	78,175	$5.0M	0.56%
47	MGAMAGNA INTL INC	103,675	$5.0M	0.56%
48	DUKDUKE ENERGY CORP NEW	52,662	$5.0M	0.56%
49	JNJJOHNSON & JOHNSON	33,467	$5.0M	0.56%
50	GPNGLOBAL PMTS INC	42,823	$4.0M	0.45%
51	LHXL3HARRIS TECHNOLOGIES INC	24,308	$4.0M	0.45%
52	SCHWSCHWAB CHARLES CORP	76,643	$4.0M	0.45%
53	OREALTY INCOME CORP	63,459	$4.0M	0.45%
54	MRVLMARVELL TECHNOLOGY INC	109,500	$4.0M	0.45%
55	AMATAPPLIED MATLS INC	36,003	$4.0M	0.45%
56	ROPROPER TECHNOLOGIES INC	9,077	$4.0M	0.45%
57	PYPLPAYPAL HLDGS INC	49,174	$3.0M	0.34%
58	MCDMCDONALDS CORP	13,595	$3.0M	0.34%
59	AWMSKYWORKS SOLUTIONS INC	31,800	$3.0M	0.34%
60	BACBANK AMERICA CORP	118,006	$3.0M	0.34%
61	SBUXSTARBUCKS CORP	29,264	$3.0M	0.34%
62	BACVERIZON COMMUNICATIONS INC	102,325	$3.0M	0.34%
63	DOWDOW INC	61,344	$3.0M	0.34%
64	METAMETA PLATFORMS INC	14,894	$3.0M	0.34%
65	BMYBRISTOL-MYERS SQUIBB CO	46,909	$3.0M	0.34%
66	ETNEATON CORP PLC	17,050	$2.0M	0.23%
67	RTXRAYTHEON TECHNOLOGIES CORP	20,861	$2.0M	0.23%
68	BHPBHP GROUP LTD	44,692	$2.0M	0.23%
69	GPCGENUINE PARTS CO	17,571	$2.0M	0.23%
70	IFFINTERNATIONAL FLAVORS&FRAGRA	27,178	$2.0M	0.23%
71	RSPINVESCO EXCHANGE TRADED FD T	15,010	$2.0M	0.23%
72	APAAPA CORPORATION	60,010	$2.0M	0.23%
73	GISGENERAL MLS INC	26,950	$2.0M	0.23%
74	PWRQUANTA SVCS INC	13,800	$2.0M	0.23%
75	DGDOLLAR GEN CORP NEW	12,840	$2.0M	0.23%
76	TFCTRUIST FINL CORP	66,347	$2.0M	0.23%
77	EXPEEXPEDIA GROUP INC	24,562	$2.0M	0.23%
78	AMZNAMAZON COM INC	20,990	$2.0M	0.23%
79	EOGEOG RES INC	25,975	$2.0M	0.23%
80	GILDGILEAD SCIENCES INC	30,504	$2.0M	0.23%
81	MOSMOSAIC CO NEW	63,450	$2.0M	0.23%
82	CTSHCOGNIZANT TECHNOLOGY SOLUTIO	48,400	$2.0M	0.23%
83	ACNACCENTURE PLC IRELAND	10,107	$2.0M	0.23%
84	KMBKIMBERLY-CLARK CORP	18,196	$2.0M	0.23%
85	VUGVANGUARD INDEX FDS	4,175	$1.0M	0.11%
86	NVSNNOVARTIS AG	15,310	$1.0M	0.11%
87	AGCOAGCO CORP	13,150	$1.0M	0.11%
88	TSLATESLA INC	8,105	$1.0M	0.11%
89	EBAEBAY INC.	23,720	$1.0M	0.11%
90	CVXCHEVRON CORP NEW	10,222	$1.0M	0.11%
91	NDQINVESCO QQQ TR	5,076	$1.0M	0.11%
92	0VVBPARAMOUNT GLOBAL	53,676	$1.0M	0.11%
93	WFCWELLS FARGO CO NEW	31,798	$1.0M	0.11%
94	STMSTMICROELECTRONICS N V	36,450	$1.0M	0.11%
95	FQIDIGITAL RLTY TR INC	15,003	$1.0M	0.11%
96	IBMINTERNATIONAL BUSINESS MACHS	7,994	$1.0M	0.11%
97	TTENTOTALENERGIES SE	19,410	$1.0M	0.11%
98	TAT&T INC	52,568	$1.0M	0.11%
99	STZCONSTELLATION BRANDS INC	6,426	$1.0M	0.11%
100	GOOGALPHABET INC	9,720	$1.0M	0.11%

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