13F HOLDINGS REPORT
MARCO INVESTMENT MANAGEMENT LLC
Quarter ended Q2 2025 · Filed August 6, 2025 · Accession 0001080493-25-000004
Total Value
$1.20B
Positions
220
Other Managers
0
Confidential Omitted
No
Holdings (220)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | BROADCOM INC | AVGO | 375,782 | $103.6M | 8.64% |
| 2 | APPLE INC | AAPL | 273,434 | $56.1M | 4.68% |
| 3 | JPMORGAN CHASE & CO. | VYLD | 158,950 | $46.1M | 3.84% |
| 4 | MICROSOFT CORP | MSFT | 88,513 | $44.0M | 3.67% |
| 5 | COSTCO WHSL CORP NEW | 22160K105 | 40,194 | $39.8M | 3.32% |
| 6 | GOLDMAN SACHS GROUP INC | GSCE | 46,349 | $32.8M | 2.74% |
| 7 | QUALCOMM INC | QCOM | 203,193 | $32.4M | 2.70% |
| 8 | PALO ALTO NETWORKS INC | PANW | 139,494 | $28.5M | 2.38% |
| 9 | CATERPILLAR INC | CAT | 72,053 | $28.0M | 2.33% |
| 10 | ORACLE CORP | ORCL-PD | 125,547 | $27.4M | 2.29% |
| 11 | ABBVIE INC | ABBV | 140,070 | $26.0M | 2.17% |
| 12 | WALMART INC | WMT | 262,563 | $25.7M | 2.14% |
| 13 | LOWES COS INC | 548661107 | 107,473 | $23.8M | 1.99% |
| 14 | THE CIGNA GROUP | 125523100 | 71,796 | $23.7M | 1.98% |
| 15 | AMERICAN EXPRESS CO | AXP | 71,135 | $22.7M | 1.89% |
| 16 | STRYKER CORPORATION | SYK | 56,830 | $22.5M | 1.88% |
| 17 | KLA CORP | KLAC | 24,271 | $21.7M | 1.81% |
| 18 | CISCO SYS INC | CSCO | 308,180 | $21.4M | 1.78% |
| 19 | HOME DEPOT INC | HD | 57,333 | $21.0M | 1.75% |
| 20 | COCA COLA CO | KO | 260,933 | $18.5M | 1.54% |
| 21 | ALPHABET INC | GOOG | 98,628 | $17.4M | 1.45% |
| 22 | UNITEDHEALTH GROUP INC | UNH | 55,654 | $17.4M | 1.45% |
| 23 | NXP SEMICONDUCTORS N V | NXPI | 77,142 | $16.9M | 1.41% |
| 24 | ENTERPRISE PRODS PARTNERS L | 293792107 | 529,013 | $16.4M | 1.37% |
| 25 | SPDR S&P 500 ETF TR | SPY | 25,415 | $15.7M | 1.31% |
| 26 | SALESFORCE INC | CRM | 55,268 | $15.1M | 1.26% |
| 27 | UNION PAC CORP | UNP | 58,116 | $13.4M | 1.12% |
| 28 | AMGEN INC | AMGN | 42,938 | $12.0M | 1.00% |
| 29 | UNITED PARCEL SERVICE INC | UPS | 114,360 | $11.5M | 0.96% |
| 30 | HONEYWELL INTL INC | 438516106 | 47,983 | $11.2M | 0.93% |
| 31 | VANECK ETF TRUST | 92189F106 | 204,604 | $10.7M | 0.89% |
| 32 | LYONDELLBASELL INDUSTRIES N | LYB | 175,965 | $10.2M | 0.85% |
| 33 | CONOCOPHILLIPS | COP | 110,460 | $9.9M | 0.83% |
| 34 | AFLAC INC | AFL | 92,345 | $9.7M | 0.81% |
| 35 | PROCTER AND GAMBLE CO | 742718109 | 59,327 | $9.5M | 0.79% |
| 36 | PHILLIPS 66 | PSX | 77,722 | $9.3M | 0.77% |
| 37 | ABBOTT LABS | ABLZF | 61,898 | $8.4M | 0.70% |
| 38 | MEDTRONIC PLC | MDT | 95,988 | $8.4M | 0.70% |
| 39 | EXXON MOBIL CORP | XOM | 76,571 | $8.3M | 0.69% |
| 40 | NORTHROP GRUMMAN CORP | NOC | 16,344 | $8.2M | 0.68% |
| 41 | DISNEY WALT CO | 254687106 | 63,996 | $7.9M | 0.66% |
| 42 | MERCK & CO INC | MRK | 97,577 | $7.7M | 0.64% |
| 43 | NVIDIA CORPORATION | NVDA | 47,931 | $7.6M | 0.63% |
| 44 | AUTOZONE INC | AZO | 2,007 | $7.5M | 0.62% |
| 45 | JACOBS SOLUTIONS INC | J | 54,995 | $7.2M | 0.60% |
| 46 | META PLATFORMS INC | META | 9,602 | $7.1M | 0.59% |
| 47 | SCHWAB CHARLES CORP | SCHW-PJ | 77,389 | $7.1M | 0.59% |
| 48 | SPDR GOLD TR | GLD | 20,342 | $6.2M | 0.52% |
| 49 | L3HARRIS TECHNOLOGIES INC | LHX | 23,929 | $6.0M | 0.50% |
| 50 | LAM RESEARCH CORP | LRCX | 60,270 | $5.9M | 0.49% |
| 51 | AMAZON COM INC | AMZN | 26,211 | $5.8M | 0.48% |
| 52 | TESLA INC | TSLA | 17,750 | $5.6M | 0.47% |
| 53 | MARVELL TECHNOLOGY INC | MRVL | 70,000 | $5.4M | 0.45% |
| 54 | QUANTA SVCS INC | 74762E102 | 13,650 | $5.2M | 0.43% |
| 55 | ROPER TECHNOLOGIES INC | ROP | 9,077 | $5.1M | 0.43% |
| 56 | CVS HEALTH CORP | CVS | 74,431 | $5.1M | 0.43% |
| 57 | EATON CORP PLC | ETN | 13,018 | $4.6M | 0.39% |
| 58 | THERMO FISHER SCIENTIFIC INC | TMO | 11,162 | $4.5M | 0.38% |
| 59 | BANK AMERICA CORP | 060505104 | 93,906 | $4.4M | 0.37% |
| 60 | EOG RES INC | EOG | 37,075 | $4.4M | 0.37% |
| 61 | JOHNSON & JOHNSON | JNJ | 28,209 | $4.3M | 0.36% |
| 62 | ADVANCED MICRO DEVICES INC | AMD | 30,142 | $4.3M | 0.36% |
| 63 | MCDONALDS CORP | MCD | 14,489 | $4.2M | 0.35% |
| 64 | MASTEC INC | MTZ | 24,650 | $4.2M | 0.35% |
| 65 | DUKE ENERGY CORP NEW | DUKB | 34,839 | $4.1M | 0.34% |
| 66 | INVESCO QQQ TR | IVZ | 7,058 | $3.9M | 0.32% |
| 67 | APPLIED MATLS INC | 038222105 | 21,103 | $3.9M | 0.32% |
| 68 | GLOBAL PMTS INC | 37940X102 | 46,882 | $3.8M | 0.31% |
| 69 | EXPEDIA GROUP INC | EXPE | 22,044 | $3.7M | 0.31% |
| 70 | REALTY INCOME CORP | O | 62,751 | $3.6M | 0.30% |
| 71 | VERIZON COMMUNICATIONS INC | VZ | 83,540 | $3.6M | 0.30% |
| 72 | PAYPAL HLDGS INC | PYPL | 48,608 | $3.6M | 0.30% |
| 73 | COGNIZANT TECHNOLOGY SOLUTIO | CTSH | 44,500 | $3.5M | 0.29% |
| 74 | TJX COS INC NEW | 872540109 | 27,663 | $3.4M | 0.28% |
| 75 | PFIZER INC | PFE | 138,509 | $3.4M | 0.28% |
| 76 | INTERNATIONAL BUSINESS MACHS | INTR | 10,740 | $3.2M | 0.26% |
| 77 | ACCENTURE PLC IRELAND | ACN | 10,145 | $3.0M | 0.25% |
| 78 | STARBUCKS CORP | SBUX | 32,798 | $3.0M | 0.25% |
| 79 | INTEL CORP | INTC | 129,634 | $2.9M | 0.24% |
| 80 | WELLS FARGO CO NEW | 949746101 | 35,334 | $2.8M | 0.24% |
| 81 | EXACT SCIENCES CORP | 30063P105 | 51,828 | $2.8M | 0.23% |
| 82 | DIGITAL RLTY TR INC | 253868103 | 15,750 | $2.7M | 0.23% |
| 83 | INVESCO EXCHANGE TRADED FD T | IVZ | 14,718 | $2.7M | 0.22% |
| 84 | MAGNA INTL INC | 559222401 | 67,990 | $2.6M | 0.22% |
| 85 | DARDEN RESTAURANTS INC | DRI | 10,675 | $2.3M | 0.19% |
| 86 | VANGUARD INDEX FDS | 922908736 | 5,163 | $2.3M | 0.19% |
| 87 | INTUITIVE SURGICAL INC | ISRG | 4,085 | $2.2M | 0.19% |
| 88 | GILEAD SCIENCES INC | GILD | 19,599 | $2.2M | 0.18% |
| 89 | DOLLAR GEN CORP NEW | 256677105 | 18,805 | $2.2M | 0.18% |
| 90 | RTX CORPORATION | RTX | 14,083 | $2.1M | 0.17% |
| 91 | BHP GROUP LTD | BHPLF | 38,534 | $1.9M | 0.15% |
| 92 | ALPHABET INC | GOOG | 10,414 | $1.8M | 0.15% |
| 93 | TRUIST FINL CORP | 89832Q109 | 41,956 | $1.8M | 0.15% |
| 94 | TEXAS INSTRS INC | 882508104 | 8,589 | $1.8M | 0.15% |
| 95 | NOVARTIS AG | NVSEF | 14,120 | $1.7M | 0.14% |
| 96 | KIMBERLY-CLARK CORP | KMB | 13,165 | $1.7M | 0.14% |
| 97 | MOSAIC CO NEW | MOS | 43,650 | $1.6M | 0.13% |
| 98 | ELI LILLY & CO | LLY | 2,010 | $1.6M | 0.13% |
| 99 | SELECT SECTOR SPDR TR | 81369Y605 | 28,539 | $1.5M | 0.12% |
| 100 | SELECT SECTOR SPDR TR | 81369Y803 | 5,648 | $1.4M | 0.12% |
| 101 | ISHARES TR | 464287507 | 22,635 | $1.4M | 0.12% |
| 102 | CHEVRON CORP NEW | CVX | 9,693 | $1.4M | 0.12% |
| 103 | BRISTOL-MYERS SQUIBB CO | CELG-RI | 29,451 | $1.4M | 0.11% |
| 104 | AGCO CORP | AGCO | 13,100 | $1.4M | 0.11% |
| 105 | CSX CORP | CSX | 41,188 | $1.3M | 0.11% |
| 106 | ALTRIA GROUP INC | MO | 22,848 | $1.3M | 0.11% |
| 107 | CORTEVA INC | CTVA | 16,496 | $1.2M | 0.10% |
| 108 | TOTALENERGIES SE | TTE | 19,559 | $1.2M | 0.10% |
| 109 | INTERNATIONAL FLAVORS&FRAGRA | 459506101 | 16,255 | $1.2M | 0.10% |
| 110 | ROLLINS INC | ROL | 21,000 | $1.2M | 0.10% |
| 111 | OKLO INC | OKLO | 19,575 | $1.1M | 0.09% |
| 112 | DUPONT DE NEMOURS INC | DD | 15,528 | $1.1M | 0.09% |
| 113 | DOVER CORP | DOV | 5,633 | $1.0M | 0.09% |
| 114 | APA CORPORATION | APA | 55,573 | $1.0M | 0.08% |
| 115 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 2,053 | $997,286 | 0.08% |
| 116 | CONSTELLATION BRANDS INC | STZ | 6,046 | $983,563 | 0.08% |
| 117 | SOUTHERN CO | SOMN | 10,234 | $939,788 | 0.08% |
| 118 | SELECT SECTOR SPDR TR | 81369Y209 | 6,826 | $920,077 | 0.08% |
| 119 | RPM INTL INC | 749685103 | 8,262 | $907,498 | 0.08% |
| 120 | GENUINE PARTS CO | GPC | 7,365 | $893,448 | 0.07% |
| 121 | DOW INC | DOW | 33,310 | $882,049 | 0.07% |
| 122 | AT&T INC | T-PC | 29,991 | $867,940 | 0.07% |
| 123 | VANGUARD WHITEHALL FDS | 921946406 | 6,300 | $839,853 | 0.07% |
| 124 | DOMINION ENERGY INC | D | 14,634 | $827,114 | 0.07% |
| 125 | CITIGROUP INC | C-PR | 9,655 | $821,834 | 0.07% |
| 126 | EBAY INC. | EBAY | 10,085 | $750,929 | 0.06% |
| 127 | ISHARES TR | 464287168 | 5,581 | $741,213 | 0.06% |
| 128 | VANGUARD INDEX FDS | 922908769 | 2,351 | $714,539 | 0.06% |
| 129 | SELECT SECTOR SPDR TR | 81369Y506 | 8,192 | $694,764 | 0.06% |
| 130 | ACUITY BRANDS INC | AYI | 2,300 | $686,182 | 0.06% |
| 131 | DEERE & CO | DE | 1,318 | $670,190 | 0.06% |
| 132 | VANGUARD INDEX FDS | 922908553 | 7,507 | $668,573 | 0.06% |
| 133 | SYSCO CORP | SYY | 8,700 | $658,938 | 0.05% |
| 134 | ISHARES TR | 464287200 | 1,019 | $632,697 | 0.05% |
| 135 | ISHARES TR | 464287556 | 4,886 | $618,128 | 0.05% |
| 136 | ROSS STORES INC | ROST | 4,800 | $612,384 | 0.05% |
| 137 | AMENTUM HOLDINGS INC | AMTM | 25,157 | $593,957 | 0.05% |
| 138 | PHILIP MORRIS INTL INC | 718172109 | 3,225 | $587,369 | 0.05% |
| 139 | STMICROELECTRONICS N V | STMEF | 18,550 | $564,106 | 0.05% |
| 140 | CHURCH & DWIGHT CO INC | CHD | 5,500 | $528,605 | 0.04% |
| 141 | VISA INC | V | 1,465 | $520,148 | 0.04% |
| 142 | TRAVELERS COMPANIES INC | TRV | 1,929 | $516,085 | 0.04% |
| 143 | ENERGY TRANSFER L P | ET-PI | 27,659 | $501,458 | 0.04% |
| 144 | INMODE LTD | INMD | 34,425 | $497,097 | 0.04% |
| 145 | MCKESSON CORP | MCK | 673 | $493,161 | 0.04% |
| 146 | HUMANA INC | HUM | 2,000 | $488,960 | 0.04% |
| 147 | NOVO-NORDISK A S | NONOF | 6,702 | $462,572 | 0.04% |
| 148 | CARRIER GLOBAL CORPORATION | CARR | 6,256 | $457,877 | 0.04% |
| 149 | NETFLIX INC | NFLX | 340 | $455,304 | 0.04% |
| 150 | BROADRIDGE FINL SOLUTIONS IN | 11133T103 | 1,833 | $445,474 | 0.04% |
| 151 | AUTOMATIC DATA PROCESSING IN | ADP | 1,429 | $440,704 | 0.04% |
| 152 | ONEOK INC NEW | OKE | 4,979 | $406,436 | 0.03% |
| 153 | GENERAL MLS INC | 370334104 | 7,700 | $398,937 | 0.03% |
| 154 | GRACO INC | GGG | 4,600 | $395,462 | 0.03% |
| 155 | US BANCORP DEL | USB-PS | 8,637 | $390,824 | 0.03% |
| 156 | SCHLUMBERGER LTD | SLB | 11,507 | $388,937 | 0.03% |
| 157 | CASELLA WASTE SYS INC | CWST | 3,350 | $386,523 | 0.03% |
| 158 | PEPSICO INC | PEP | 2,892 | $381,860 | 0.03% |
| 159 | NUVEEN S&P 500 BUY-WRITE INC | NU | 27,300 | $378,924 | 0.03% |
| 160 | EXPEDITORS INTL WASH INC | 302130109 | 3,150 | $359,888 | 0.03% |
| 161 | CUMMINS INC | CMI | 1,077 | $352,718 | 0.03% |
| 162 | CONSTRUCTION PARTNERS INC | ROAD | 3,196 | $339,671 | 0.03% |
| 163 | BLACKSTONE INC | BX | 2,256 | $337,452 | 0.03% |
| 164 | CAPITAL ONE FINL CORP | 14040H105 | 1,585 | $337,225 | 0.03% |
| 165 | DEXCOM INC | DXCM | 3,780 | $329,956 | 0.03% |
| 166 | DESCARTES SYS GROUP INC | 249906108 | 3,235 | $328,805 | 0.03% |
| 167 | MASTERCARD INCORPORATED | MA | 575 | $323,116 | 0.03% |
| 168 | ISHARES TR | 464287101 | 1,050 | $319,568 | 0.03% |
| 169 | VANGUARD INDEX FDS | 922908611 | 1,633 | $318,451 | 0.03% |
| 170 | ELECTRONIC ARTS INC | EA | 1,960 | $313,012 | 0.03% |
| 171 | YUM BRANDS INC | YUM | 2,100 | $311,178 | 0.03% |
| 172 | GE AEROSPACE | 369604301 | 1,177 | $302,948 | 0.03% |
| 173 | EA SERIES TRUST | 02072L466 | 9,800 | $301,840 | 0.03% |
| 174 | BOOKING HOLDINGS INC | BKNG | 52 | $301,040 | 0.03% |
| 175 | SHELL PLC | RYDAF | 4,272 | $300,792 | 0.03% |
| 176 | ISHARES TR | 464287721 | 1,700 | $294,559 | 0.02% |
| 177 | BANK NEW YORK MELLON CORP | 064058100 | 3,127 | $284,901 | 0.02% |
| 178 | RBC BEARINGS INC | RBC | 740 | $284,752 | 0.02% |
| 179 | UNIVERSAL INS HLDGS INC | 91359V107 | 10,000 | $277,300 | 0.02% |
| 180 | ESCO TECHNOLOGIES INC | ESE | 1,415 | $271,496 | 0.02% |
| 181 | ISHARES TR | 464287648 | 945 | $270,138 | 0.02% |
| 182 | CHENIERE ENERGY INC | LNG | 1,100 | $267,872 | 0.02% |
| 183 | REPUBLIC SVCS INC | 760759100 | 1,083 | $267,079 | 0.02% |
| 184 | FIRSTSERVICE CORP NEW | FSV | 1,510 | $263,676 | 0.02% |
| 185 | S&P GLOBAL INC | SPGI | 500 | $263,645 | 0.02% |
| 186 | BOEING CO | BA-PA | 1,214 | $254,369 | 0.02% |
| 187 | NOVANTA INC | NOVTU | 1,970 | $253,992 | 0.02% |
| 188 | VANGUARD INDEX FDS | 922908637 | 889 | $253,632 | 0.02% |
| 189 | VANGUARD INDEX FDS | 922908751 | 1,067 | $252,858 | 0.02% |
| 190 | MONDELEZ INTL INC | 609207105 | 3,739 | $252,158 | 0.02% |
| 191 | SCHWAB STRATEGIC TR | 808524797 | 9,366 | $248,199 | 0.02% |
| 192 | TARGET CORP | TGT | 2,455 | $242,186 | 0.02% |
| 193 | VANGUARD INDEX FDS | 922908744 | 1,364 | $241,073 | 0.02% |
| 194 | VULCAN MATLS CO | 929160109 | 900 | $234,738 | 0.02% |
| 195 | MERIT MED SYS INC | 589889104 | 2,500 | $233,700 | 0.02% |
| 196 | ISHARES TR | 464288570 | 2,000 | $232,320 | 0.02% |
| 197 | EXPONENT INC | EXPO | 3,075 | $229,733 | 0.02% |
| 198 | ISHARES TR | 464287879 | 2,292 | $228,031 | 0.02% |
| 199 | STEVANATO GROUP S P A | STVN | 9,320 | $227,688 | 0.02% |
| 200 | WILLIAMS COS INC | 969457100 | 3,553 | $223,164 | 0.02% |
| 201 | ISHARES TR | 464288877 | 3,500 | $222,180 | 0.02% |
| 202 | VANGUARD INTL EQUITY INDEX F | 922042742 | 1,718 | $220,797 | 0.02% |
| 203 | CURTISS WRIGHT CORP | CW | 450 | $219,848 | 0.02% |
| 204 | AMERICAN ELEC PWR CO INC | 025537101 | 2,117 | $219,660 | 0.02% |
| 205 | MARTIN MARIETTA MATLS INC | 573284106 | 400 | $219,584 | 0.02% |
| 206 | NUCOR CORP | NUE | 1,666 | $215,814 | 0.02% |
| 207 | ISHARES TR | 464287572 | 2,000 | $215,620 | 0.02% |
| 208 | SELECT SECTOR SPDR TR | 81369Y407 | 981 | $213,201 | 0.02% |
| 209 | BALCHEM CORP | BCPC | 1,325 | $210,940 | 0.02% |
| 210 | PEMBINA PIPELINE CORP | PPLOF | 5,570 | $208,931 | 0.02% |
| 211 | SIMPSON MFG INC | 829073105 | 1,330 | $206,562 | 0.02% |
| 212 | FEDERAL SIGNAL CORP | FSS | 1,940 | $206,455 | 0.02% |
| 213 | EXTRA SPACE STORAGE INC | EXR | 1,390 | $204,942 | 0.02% |
| 214 | SPS COMM INC | SPSC | 1,500 | $204,135 | 0.02% |
| 215 | SCHWAB STRATEGIC TR | 808524771 | 8,278 | $203,142 | 0.02% |
| 216 | ISHARES TR | 464287150 | 1,486 | $200,669 | 0.02% |
| 217 | CCC INTELLIGENT SOLUTIONS HL | CCC | 16,300 | $153,383 | 0.01% |
| 218 | ELEDON PHARMACEUTICALS INC | ELDN | 30,344 | $82,232 | 0.01% |
| 219 | PERMIANVILLE RTY TR | 71425H100 | 12,000 | $22,200 | 0.00% |
| 220 | DARIOHEALTH CORP | DRIO | 19,250 | $12,898 | 0.00% |