MARCO INVESTMENT MANAGEMENT LLC Q2 2022 Filing

Filed August 5, 2022

Portfolio Value

$859.3B

Holdings

198

Report Date

Q2 2022

Filing Type

13F-HR

All Holdings (198 positions)

#StockSharesValue% PortfolioType
1
AAPLAPPLE INC
400,298$54.7B6.37%
2
QCOMQUALCOMM INC
245,725$31.4B3.65%
3
AVGOBROADCOM INC
54,584$26.5B3.09%
4
ABBVABBVIE INC
157,855$24.2B2.81%
5
MSFTMICROSOFT CORP
88,763$22.8B2.65%
6
COSTCOSTCO WHSL CORP NEW
45,647$21.9B2.55%
7
CICIGNA CORP NEW
82,753$21.8B2.54%
8
LYBLYONDELLBASELL INDUSTRIES N
245,750$21.5B2.50%
9
UNHUNITEDHEALTH GROUP INC
40,272$20.7B2.41%
10
JPMJPMORGAN CHASE & CO
178,967$20.2B2.35%
11
UPSUNITED PARCEL SERVICE INC
108,680$19.8B2.31%
12
GSGOLDMAN SACHS GROUP INC
66,463$19.7B2.30%
13
LOWLOWES COS INC
106,912$18.7B2.17%
14
KOCOCA COLA CO
287,776$18.1B2.11%
15
HDHOME DEPOT INC
57,094$15.7B1.82%
16
UNPUNION PAC CORP
66,010$14.1B1.64%
17
CSCOCISCO SYS INC
326,306$13.9B1.62%
18
CVSCVS HEALTH CORP
149,492$13.9B1.61%
19
CATCATERPILLAR INC
72,633$13.0B1.51%
20
EPDENTERPRISE PRODS PARTNERS L
508,294$12.4B1.44%
21
SYKSTRYKER CORPORATION
57,214$11.4B1.32%
22
AMGNAMGEN INC
44,815$10.9B1.27%
23
NXPINXP SEMICONDUCTORS N V
72,240$10.7B1.24%
24
WMTWALMART INC
84,621$10.3B1.20%
25
INTCINTEL CORP
269,656$10.1B1.17%
26
KLACKLA CORP
31,540$10.1B1.17%
27
AXPAMERICAN EXPRESS CO
67,106$9.3B1.08%
28
MDTMEDTRONIC PLC
101,879$9.1B1.06%
29
PGPROCTER AND GAMBLE CO
63,199$9.1B1.06%
30
CRMSALESFORCE INC
53,583$8.8B1.03%
31
MRKMERCK & CO INC
96,302$8.8B1.02%
32
SPYSPDR S&P 500 ETF TR
23,183$8.7B1.02%
33
PFEPFIZER INC
157,066$8.2B0.96%
34
ABTABBOTT LABS
72,788$7.9B0.92%
35
ORCLORACLE CORP
112,204$7.8B0.91%
36
NOCNORTHROP GRUMMAN CORP
15,717$7.5B0.88%
37
GOOGLALPHABET INC
3,352$7.3B0.85%
38
COPCONOCOPHILLIPS
80,712$7.2B0.84%
39
DISDISNEY WALT CO
75,640$7.1B0.83%
40
PANWPALO ALTO NETWORKS INC
14,359$7.1B0.83%
41
MGAMAGNA INTL INC
128,225$7.0B0.82%
42
TMOTHERMO FISHER SCIENTIFIC INC
12,771$6.9B0.81%
43
LRCXEURLAM RESEARCH CORP
16,039$6.8B0.80%
44
HONHONEYWELL INTL INC
36,873$6.4B0.75%
45
AMDADVANCED MICRO DEVICES INC
82,822$6.3B0.74%
46
LHXL3HARRIS TECHNOLOGIES INC
25,273$6.1B0.71%
47
PSXPHILLIPS 66
74,346$6.1B0.71%
48
JNJJOHNSON & JOHNSON
33,521$6.0B0.69%
49
DUKDUKE ENERGY CORP NEW
53,170$5.7B0.66%
50
AFLAFLAC INC
99,937$5.5B0.64%
51
BACVERIZON COMMUNICATIONS INC
104,879$5.3B0.62%
52
AWMSKYWORKS SOLUTIONS INC
53,100$4.9B0.57%
53
MRVLMARVELL TECHNOLOGY INC
109,900$4.8B0.56%
54
GPNGLOBAL PMTS INC
42,883$4.7B0.55%
55
XOMEXXON MOBIL CORP
52,461$4.5B0.52%
56
AZOAUTOZONE INC
2,077$4.5B0.52%
57
NVDANVIDIA CORPORATION
29,428$4.5B0.52%
58
SCHWSCHWAB CHARLES CORP
67,046$4.2B0.49%
59
OREALTY INCOME CORP
59,823$4.1B0.48%
60
AMATAPPLIED MATLS INC
43,503$4.0B0.46%
61
BMYBRISTOL-MYERS SQUIBB CO
48,342$3.7B0.43%
62
BACBK OF AMERICA CORP
118,779$3.7B0.43%
63
PYPLPAYPAL HLDGS INC
51,542$3.6B0.42%
64
DOWDOW INC
66,294$3.4B0.40%
65
MCDMCDONALDS CORP
13,533$3.3B0.39%
66
ROPROPER TECHNOLOGIES INC
8,392$3.3B0.39%
67
EXASEXACT SCIENCES CORP
83,333$3.3B0.38%
68
CTSHCOGNIZANT TECHNOLOGY SOLUTIO
47,450$3.2B0.37%
69
TFCTRUIST FINL CORP
65,607$3.1B0.36%
70
MOSMOSAIC CO NEW
64,650$3.1B0.36%
71
CDNSCADENCE DESIGN SYSTEM INC
20,000$3.0B0.35%
72
ACNACCENTURE PLC IRELAND
10,041$2.8B0.32%
73
IFFINTERNATIONAL FLAVORS&FRAGRA
22,069$2.6B0.31%
74
KMBKIMBERLY-CLARK CORP
19,290$2.6B0.30%
75
GPCGENUINE PARTS CO
19,217$2.6B0.30%
76
EOGEOG RES INC
22,925$2.5B0.29%
77
AMZNAMAZON COM INC
23,517$2.5B0.29%
78
BHPBHP GROUP LTD
43,956$2.5B0.29%
79
DGDOLLAR GEN CORP NEW
9,557$2.3B0.27%
80
METAMETA PLATFORMS INC
14,211$2.3B0.27%
81
GILDGILEAD SCIENCES INC
36,623$2.3B0.26%
82
GISGENERAL MLS INC
29,975$2.3B0.26%
83
ETNEATON CORP PLC
17,219$2.2B0.25%
84
APAAPA CORPORATION
61,585$2.1B0.25%
85
SBUXSTARBUCKS CORP
27,379$2.1B0.24%
86
FQIDIGITAL RLTY TR INC
15,547$2.0B0.23%
87
RSPINVESCO EXCHANGE TRADED FD T
14,750$2.0B0.23%
88
TSLATESLA INC
2,831$1.9B0.22%
89
EXPEEXPEDIA GROUP INC
20,079$1.9B0.22%
90
JECUSDJACOBS ENGR GROUP INC
14,760$1.9B0.22%
91
RTXRAYTHEON TECHNOLOGIES CORP
19,030$1.8B0.21%
92
DDOMINION ENERGY INC
21,733$1.7B0.20%
93
STZCONSTELLATION BRANDS INC
6,971$1.6B0.19%
94
PWRQUANTA SVCS INC
12,925$1.6B0.19%
95
IBMINTERNATIONAL BUSINESS MACHS
10,778$1.5B0.18%
96
0J7QIAC INTERACTIVECORP NEW
19,726$1.5B0.17%
97
CVXCHEVRON CORP NEW
10,337$1.5B0.17%
98
MTCHMATCH GROUP INC NEW
20,849$1.5B0.17%
99
CTVACORTEVA INC
26,716$1.4B0.17%
100
AGCOAGCO CORP
14,400$1.4B0.17%
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