MARCO INVESTMENT MANAGEMENT LLC Q2 2024 Filing
Filed August 7, 2024
Portfolio Value
$1.1T
Holdings
209
Report Date
Q2 2024
Filing Type
13F-HR
All Holdings (209 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AVGOBROADCOM INC | 44,824 | $72.0B | 6.64% | |
| 2 | AAPLAPPLE INC | 279,139 | $58.8B | 5.42% | |
| 3 | QCOMQUALCOMM INC | 193,861 | $38.6B | 3.56% | |
| 4 | MSFTMICROSOFT CORP | 79,051 | $35.3B | 3.26% | |
| 5 | COSTCOSTCO WHSL CORP NEW | 41,209 | $35.0B | 3.23% | |
| 6 | JPMJPMORGAN CHASE & CO. | 160,467 | $32.5B | 2.99% | |
| 7 | ABBVABBVIE INC | 140,513 | $24.1B | 2.22% | |
| 8 | CATCATERPILLAR INC | 71,623 | $23.9B | 2.20% | |
| 9 | CITHE CIGNA GROUP | 71,810 | $23.7B | 2.19% | |
| 10 | LOWLOWES COS INC | 106,490 | $23.5B | 2.17% | |
| 11 | PANWPALO ALTO NETWORKS INC | 66,545 | $22.6B | 2.08% | |
| 12 | GSGOLDMAN SACHS GROUP INC | 49,383 | $22.3B | 2.06% | |
| 13 | LYBLYONDELLBASELL INDUSTRIES N | 207,685 | $19.9B | 1.83% | |
| 14 | NXPINXP SEMICONDUCTORS N V | 73,348 | $19.7B | 1.82% | |
| 15 | HDHOME DEPOT INC | 56,815 | $19.6B | 1.80% | |
| 16 | KLACKLA CORP | 23,289 | $19.2B | 1.77% | |
| 17 | UNHUNITEDHEALTH GROUP INC | 36,545 | $18.6B | 1.72% | |
| 18 | SYKSTRYKER CORPORATION | 54,414 | $18.5B | 1.71% | |
| 19 | KOCOCA COLA CO | 289,972 | $18.5B | 1.70% | |
| 20 | WMTWALMART INC | 267,827 | $18.1B | 1.67% | |
| 21 | AXPAMERICAN EXPRESS CO | 73,264 | $17.0B | 1.56% | |
| 22 | ORCLORACLE CORP | 110,759 | $15.6B | 1.44% | |
| 23 | COPCONOCOPHILLIPS | 136,473 | $15.6B | 1.44% | |
| 24 | EPDENTERPRISE PRODS PARTNERS L | 535,655 | $15.5B | 1.43% | |
| 25 | CSCOCISCO SYS INC | 318,130 | $15.1B | 1.39% | |
| 26 | UPSUNITED PARCEL SERVICE INC | 109,832 | $15.0B | 1.39% | |
| 27 | CRMSALESFORCE INC | 52,598 | $13.5B | 1.25% | |
| 28 | UNPUNION PAC CORP | 56,393 | $12.8B | 1.18% | |
| 29 | GOOGLALPHABET INC | 69,839 | $12.7B | 1.17% | |
| 30 | AMGNAMGEN INC | 39,052 | $12.2B | 1.13% | |
| 31 | MRKMERCK & CO INC | 94,141 | $11.7B | 1.07% | |
| 32 | SPYSPDR S&P 500 ETF TR | 20,584 | $11.2B | 1.03% | |
| 33 | PSXPHILLIPS 66 | 76,120 | $10.7B | 0.99% | |
| 34 | LRCXEURLAM RESEARCH CORP | 10,050 | $10.7B | 0.99% | |
| 35 | AMDADVANCED MICRO DEVICES INC | 62,588 | $10.2B | 0.94% | |
| 36 | GQ9SPDR GOLD TR | 46,615 | $10.0B | 0.92% | |
| 37 | PGPROCTER AND GAMBLE CO | 60,690 | $10.0B | 0.92% | |
| 38 | HONHONEYWELL INTL INC | 43,668 | $9.3B | 0.86% | |
| 39 | XOMEXXON MOBIL CORP | 75,122 | $8.6B | 0.80% | |
| 40 | AFLAFLAC INC | 94,443 | $8.4B | 0.78% | |
| 41 | MDTMEDTRONIC PLC | 97,731 | $7.7B | 0.71% | |
| 42 | MRVLMARVELL TECHNOLOGY INC | 109,500 | $7.7B | 0.71% | |
| 43 | AMATAPPLIED MATLS INC | 31,340 | $7.4B | 0.68% | |
| 44 | NOCNORTHROP GRUMMAN CORP | 16,250 | $7.1B | 0.65% | |
| 45 | ABTABBOTT LABS | 66,357 | $6.9B | 0.64% | |
| 46 | TMOTHERMO FISHER SCIENTIFIC INC | 12,027 | $6.7B | 0.61% | |
| 47 | DISDISNEY WALT CO | 63,814 | $6.3B | 0.58% | |
| 48 | NVDANVIDIA CORPORATION | 50,872 | $6.3B | 0.58% | |
| 49 | AZOAUTOZONE INC | 2,015 | $6.0B | 0.55% | |
| 50 | METAMETA PLATFORMS INC | 11,528 | $5.8B | 0.54% | |
| 51 | SCHWSCHWAB CHARLES CORP | 77,255 | $5.7B | 0.53% | |
| 52 | GPNGLOBAL PMTS INC | 57,722 | $5.6B | 0.51% | |
| 53 | INTCINTEL CORP | 177,285 | $5.5B | 0.51% | |
| 54 | LHXL3HARRIS TECHNOLOGIES INC | 24,057 | $5.4B | 0.50% | |
| 55 | ROPROPER TECHNOLOGIES INC | 9,011 | $5.1B | 0.47% | |
| 56 | JJACOBS SOLUTIONS INC | 35,180 | $4.9B | 0.45% | |
| 57 | CVSCVS HEALTH CORP | 78,122 | $4.6B | 0.43% | |
| 58 | EOGEOG RES INC | 36,505 | $4.6B | 0.42% | |
| 59 | JNJJOHNSON & JOHNSON | 29,104 | $4.3B | 0.39% | |
| 60 | PFEPFIZER INC | 143,332 | $4.0B | 0.37% | |
| 61 | PWRQUANTA SVCS INC | 15,343 | $3.9B | 0.36% | |
| 62 | MCDMCDONALDS CORP | 14,672 | $3.7B | 0.34% | |
| 63 | BACBANK AMERICA CORP | 93,669 | $3.7B | 0.34% | |
| 64 | TSLATESLA INC | 18,120 | $3.6B | 0.33% | |
| 65 | DUKDUKE ENERGY CORP NEW | 35,119 | $3.5B | 0.32% | |
| 66 | MGAMAGNA INTL INC | 82,620 | $3.5B | 0.32% | |
| 67 | EXASEXACT SCIENCES CORP | 80,129 | $3.4B | 0.31% | |
| 68 | BACVERIZON COMMUNICATIONS INC | 80,743 | $3.3B | 0.31% | |
| 69 | OREALTY INCOME CORP | 61,270 | $3.2B | 0.30% | |
| 70 | TJXTJX COS INC NEW | 29,123 | $3.2B | 0.30% | |
| 71 | CTSHCOGNIZANT TECHNOLOGY SOLUTIO | 46,945 | $3.2B | 0.29% | |
| 72 | NDQINVESCO QQQ TR | 6,498 | $3.1B | 0.29% | |
| 73 | ACNACCENTURE PLC IRELAND | 9,995 | $3.0B | 0.28% | |
| 74 | AMZNAMAZON COM INC | 15,660 | $3.0B | 0.28% | |
| 75 | DGDOLLAR GEN CORP NEW | 22,157 | $2.9B | 0.27% | |
| 76 | EXPEEXPEDIA GROUP INC | 22,907 | $2.9B | 0.27% | |
| 77 | SBUXSTARBUCKS CORP | 36,151 | $2.8B | 0.26% | |
| 78 | CVXCHEVRON CORP NEW | 16,745 | $2.6B | 0.24% | |
| 79 | ETNEATON CORP PLC | 8,255 | $2.6B | 0.24% | |
| 80 | BHPBHP GROUP LTD | 45,159 | $2.6B | 0.24% | |
| 81 | PYPLPAYPAL HLDGS INC | 43,223 | $2.5B | 0.23% | |
| 82 | RSPINVESCO EXCHANGE TRADED FD T | 14,769 | $2.4B | 0.22% | |
| 83 | FQIDIGITAL RLTY TR INC | 15,850 | $2.4B | 0.22% | |
| 84 | VUGVANGUARD INDEX FDS | 6,045 | $2.3B | 0.21% | |
| 85 | DOWDOW INC | 40,889 | $2.2B | 0.20% | |
| 86 | LLYELI LILLY & CO | 2,113 | $1.9B | 0.18% | |
| 87 | IBMINTERNATIONAL BUSINESS MACHS | 11,031 | $1.9B | 0.18% | |
| 88 | KMBKIMBERLY-CLARK CORP | 13,515 | $1.9B | 0.17% | |
| 89 | STZCONSTELLATION BRANDS INC | 7,151 | $1.8B | 0.17% | |
| 90 | APAAPA CORPORATION | 61,198 | $1.8B | 0.17% | |
| 91 | TFCTRUIST FINL CORP | 46,256 | $1.8B | 0.17% | |
| 92 | WFCWELLS FARGO CO NEW | 29,401 | $1.7B | 0.16% | |
| 93 | GOOGALPHABET INC | 9,228 | $1.7B | 0.16% | |
| 94 | TXNTEXAS INSTRS INC | 8,589 | $1.7B | 0.15% | |
| 95 | DRIDARDEN RESTAURANTS INC | 10,850 | $1.6B | 0.15% | |
| 96 | NVSNNOVARTIS AG | 14,905 | $1.6B | 0.15% | |
| 97 | MOSMOSAIC CO NEW | 54,750 | $1.6B | 0.15% | |
| 98 | GILDGILEAD SCIENCES INC | 22,601 | $1.6B | 0.14% | |
| 99 | BMYBRISTOL-MYERS SQUIBB CO | 36,888 | $1.5B | 0.14% | |
| 100 | IFFINTERNATIONAL FLAVORS&FRAGRA | 16,025 | $1.5B | 0.14% |
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