MARCO INVESTMENT MANAGEMENT LLC Q4 2020 Filing

Filed February 11, 2021

Portfolio Value

$696.6M

Holdings

190

Report Date

Q4 2020

Filing Type

13F-HR

All Holdings (190 positions)

StockValue
9990302DAPACHE CORP
$952K
STZCONSTELLATION BRANDS INC
$917K
RPMRPM INTL INC
$893K
GOOGALPHABET INC
$879K
XLFSELECT SECTOR SPDR TR
$878K
WFCWELLS FARGO CO NEW
$876K
TTENTOTAL SE
$860K
CSXCSX CORP
$855K
ROLROLLINS INC
$850K
JECUSDJACOBS ENGR GROUP INC
$846K
CVXCHEVRON CORP NEW
$846K
HUMHUMANA INC
$821K
ROSTROSS STORES INC
$801K
DOVDOVER CORP
$765K
DRIDARDEN RESTAURANTS INC
$765K
XLVSELECT SECTOR SPDR TR
$765K
TJXTJX COS INC NEW
$704K
DYHTARGET CORP
$683K
XLKSELECT SECTOR SPDR TR
$611K
BABOEING CO
$608K
VYMVANGUARD WHITEHALL FDS
$577K
CBRLCRACKER BARREL OLD CTRY STOR
$565K
FISFIDELITY NATL INFORMATION SV
$557K
MOALTRIA GROUP INC
$552K
GQ9SPDR GOLD TR
$545K
4I1PHILIP MORRIS INTL INC
$542K
DEDEERE & CO
$537K
VTIVANGUARD INDEX FDS
$523K
NEENEXTERA ENERGY INC
$500K
PEPPEPSICO INC
$463K
MUMICRON TECHNOLOGY INC
$461K
BRK/BBERKSHIRE HATHAWAY INC DEL
$461K
EATBRINKER INTL INC
$453K
SOSOUTHERN CO
$450K
NTRNUTRIEN LTD
$449K
USBUS BANCORP DEL
$438K
AKAMAKAMAI TECHNOLOGIES INC
$430K
MMM3M CO
$399K
NKENIKE INC
$393K
DC4DEXCOM INC
$370K
WYWEYERHAEUSER CO MTN BE
$369K
LULULULULEMON ATHLETICA INC
$365K
CTLEURLUMEN TECHNOLOGIES INC
$359K
GGGGRACO INC
$355K
LLYLILLY ELI & CO
$355K
XLESELECT SECTOR SPDR TR
$341K
MDLZMONDELEZ INTL INC
$319K
LKQ1LKQ CORP
$317K
ADPAUTOMATIC DATA PROCESSING IN
$307K
APTVAPTIV PLC
$300K
BLBLACKLINE INC
$297K
SPSCSPS COMMERCE INC
$288K
SLBSCHLUMBERGER LTD
$284K
EAELECTRONIC ARTS INC
$283K
VBVANGUARD INDEX FDS
$282K
VTRSVIATRIS INC
$281K
FOXFFOX FACTORY HLDG CORP
$280K
RGENREPLIGEN CORP
$280K
BRBROADRIDGE FINL SOLUTIONS IN
$276K
VOVANGUARD INDEX FDS
$273K
RDS/AROYAL DUTCH SHELL PLC
$272K
AQLTISHARES TR
$272K
TRVTRAVELERS COMPANIES INC
$272K
OMCLOMNICELL COM
$270K
NVONOVO-NORDISK A S
$267K
RFREGIONS FINANCIAL CORP NEW
$262K
VHTVANGUARD WORLD FDS
$259K
EXPDEXPEDITORS INTL WASH INC
$257K
SITESITEONE LANDSCAPE SUPPLY INC
$254K
DSGDESCARTES SYS GROUP INC
$250K
YUMYUM BRANDS INC
$250K
MRCYMERCURY SYS INC
$247K
PKNPERKINELMER INC
$244K
FSVFIRSTSERVICE CORP NEW
$243K
EXPOEXPONENT INC
$243K
CWSTCASELLA WASTE SYS INC
$235K
DHID R HORTON INC
$234K
PCTYPAYLOCITY HLDG CORP
$232K
IYJISHARES TR
$229K
UVEUNIVERSAL INS HLDGS INC
$227K
TREXTREX CO INC
$226K
NFLXNETFLIX INC
$224K
CMICUMMINS INC
$218K
MLABMESA LABS INC
$215K
VVVANGUARD INDEX FDS
$205K
AXONAXON ENTERPRISE INC
$205K
NEOGNEOGEN CORP
$200K
XBXMXNUVEEN S&P 500 BUY-WRITE INC
$189K
DRIOEURDARIOHEALTH CORP
$143K
PVLPERMIANVILLE RTY TR
$9K
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