Filed: 2/7/2025ACC: 0001080493-25-000001
📋 What this filing means
MARCO INVESTMENT MANAGEMENT LLC filed this quarterly 13F‑HR report disclosing 223 equity positions with a total reported market value of $1.16B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
223
Positions
$1.16B
Total AUM (reported)
8.26M
Total Shares
Allocation by class
COM$998.80M86.2%
COM NEW$25.89M2.2%
CAP STK CL A$16.50M1.4%
CL B$14.70M1.3%
TR UNIT$14.13M1.2%
CL A$11.69M1.0%
SHS$11.25M1.0%
Portfolio Concentration
Top 3$207.63M17.9%
4–10$210.91M18.2%
11–25$285.51M24.6%
Rest$454.72M39.2%
Top 3 weight
17.9%
Top 10 weight
36.1%
Voting Authority Distribution
Total shares with voting rights: 8.26M
Sole
Full voting authority
7.69M
shares
% of voting shares93.1%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
568.49K
shares
% of voting shares6.9%
Investment Discretion (by position count)
Sole223
Shared0
Other0
Dominant voting typeSole · 93.1% of voting shares
Institutional Holdings223
Rows:
BROADCOM INC
SOLEShares436.44K
TypeSH
Market value$101.19M
8.73%
Sole
408.64K
Shared
0.00
None
27.80K
APPLE INC
SOLEShares274.32K
TypeSH
Market value$68.69M
5.93%
Sole
240.65K
Shared
0.00
None
33.67K
JPMORGAN CHASE & CO.
SOLEShares157.47K
TypeSH
Market value$37.75M
3.26%
Sole
148.47K
Shared
0.00
None
9K
COSTCO WHSL CORP NEW
SOLEShares40.60K
TypeSH
Market value$37.20M
3.21%
Sole
37.15K
Shared
0.00
None
3.45K
MICROSOFT CORP
SOLEShares80.61K
TypeSH
Market value$33.98M
2.93%
Sole
70.31K
Shared
0.00
None
10.29K
QUALCOMM INC
SOLEShares198.19K
TypeSH
Market value$30.45M
2.63%
Sole
185.53K
Shared
0.00
None
12.65K
ABBVIE INC
SOLEShares162.84K
TypeSH
Market value$28.94M
2.50%
Sole
152.51K
Shared
0.00
None
10.33K
GOLDMAN SACHS GROUP INC
SOLEShares49.13K
TypeSH
Market value$28.14M
2.43%
Sole
44.93K
Shared
0.00
None
4.20K
LOWES COS INC
SOLEShares106.07K
TypeSH
Market value$26.18M
2.26%
Sole
106.07K
Shared
0.00
None
0.00
CATERPILLAR INC
SOLEShares71.77K
TypeSH
Market value$26.03M
2.25%
Sole
67.04K
Shared
0.00
None
4.72K
PALO ALTO NETWORKS INC
SOLEShares134.83K
TypeSH
Market value$24.53M
2.12%
Sole
132.01K
Shared
0.00
None
2.82K
WALMART INC
SOLEShares262.02K
TypeSH
Market value$23.67M
2.04%
Sole
234.32K
Shared
0.00
None
27.70K
HOME DEPOT INC
SOLEShares56.98K
TypeSH
Market value$22.17M
1.91%
Sole
56.56K
Shared
0.00
None
425.00
AMERICAN EXPRESS CO
SOLEShares71.46K
TypeSH
Market value$21.21M
1.83%
Sole
64.41K
Shared
0.00
None
7.05K
THE CIGNA GROUP
SOLEShares71.79K
TypeSH
Market value$19.82M
1.71%
Sole
69.06K
Shared
0.00
None
2.73K
ORACLE CORP
SOLEShares118.13K
TypeSH
Market value$19.69M
1.70%
Sole
107.13K
Shared
0.00
None
11K
STRYKER CORPORATION
SOLEShares54.55K
TypeSH
Market value$19.64M
1.70%
Sole
50K
Shared
0.00
None
4.55K
UNITEDHEALTH GROUP INC
SOLEShares37.23K
TypeSH
Market value$18.84M
1.63%
Sole
33.86K
Shared
0.00
None
3.38K
CISCO SYS INC
SOLEShares306.16K
TypeSH
Market value$18.12M
1.56%
Sole
283.96K
Shared
0.00
None
22.20K
SALESFORCE INC
SOLEShares53.21K
TypeSH
Market value$17.79M
1.54%
Sole
48.91K
Shared
0.00
None
4.30K
COCA COLA CO
SOLEShares266.17K
TypeSH
Market value$16.57M
1.43%
Sole
264.97K
Shared
0.00
None
1.20K
ENTERPRISE PRODS PARTNERS L
SOLEShares528.40K
TypeSH
Market value$16.57M
1.43%
Sole
504.70K
Shared
0.00
None
23.70K
ALPHABET INC
SOLEShares87.18K
TypeSH
Market value$16.50M
1.42%
Sole
82.08K
Shared
0.00
None
5.10K
NXP SEMICONDUCTORS N V
SOLEShares74.53K
TypeSH
Market value$15.49M
1.34%
Sole
72.13K
Shared
0.00
None
2.40K
KLA CORP
SOLEShares23.63K
TypeSH
Market value$14.89M
1.28%
Sole
21.65K
Shared
0.00
None
1.98K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
BROADCOM INCSOLE | COM | 436.44K | SH | $101.19M 8.73% | 408.64K | 0.00 | 27.80K |
APPLE INCSOLE | COM | 274.32K | SH | $68.69M 5.93% | 240.65K | 0.00 | 33.67K |
JPMORGAN CHASE & CO.SOLE | COM | 157.47K | SH | $37.75M 3.26% | 148.47K | 0.00 | 9K |
COSTCO WHSL CORP NEWSOLE | COM | 40.60K | SH | $37.20M 3.21% | 37.15K | 0.00 | 3.45K |
MICROSOFT CORPSOLE | COM | 80.61K | SH | $33.98M 2.93% | 70.31K | 0.00 | 10.29K |
QUALCOMM INCSOLE | COM | 198.19K | SH | $30.45M 2.63% | 185.53K | 0.00 | 12.65K |
ABBVIE INCSOLE | COM | 162.84K | SH | $28.94M 2.50% | 152.51K | 0.00 | 10.33K |
GOLDMAN SACHS GROUP INCSOLE | COM | 49.13K | SH | $28.14M 2.43% | 44.93K | 0.00 | 4.20K |
LOWES COS INCSOLE | COM | 106.07K | SH | $26.18M 2.26% | 106.07K | 0.00 | 0.00 |
CATERPILLAR INCSOLE | COM | 71.77K | SH | $26.03M 2.25% | 67.04K | 0.00 | 4.72K |
PALO ALTO NETWORKS INCSOLE | COM | 134.83K | SH | $24.53M 2.12% | 132.01K | 0.00 | 2.82K |
WALMART INCSOLE | COM | 262.02K | SH | $23.67M 2.04% | 234.32K | 0.00 | 27.70K |
HOME DEPOT INCSOLE | COM | 56.98K | SH | $22.17M 1.91% | 56.56K | 0.00 | 425.00 |
AMERICAN EXPRESS COSOLE | COM | 71.46K | SH | $21.21M 1.83% | 64.41K | 0.00 | 7.05K |
THE CIGNA GROUPSOLE | COM | 71.79K | SH | $19.82M 1.71% | 69.06K | 0.00 | 2.73K |
ORACLE CORPSOLE | COM | 118.13K | SH | $19.69M 1.70% | 107.13K | 0.00 | 11K |
STRYKER CORPORATIONSOLE | COM | 54.55K | SH | $19.64M 1.70% | 50K | 0.00 | 4.55K |
UNITEDHEALTH GROUP INCSOLE | COM | 37.23K | SH | $18.84M 1.63% | 33.86K | 0.00 | 3.38K |
CISCO SYS INCSOLE | COM | 306.16K | SH | $18.12M 1.56% | 283.96K | 0.00 | 22.20K |
SALESFORCE INCSOLE | COM | 53.21K | SH | $17.79M 1.54% | 48.91K | 0.00 | 4.30K |
COCA COLA COSOLE | COM | 266.17K | SH | $16.57M 1.43% | 264.97K | 0.00 | 1.20K |
ENTERPRISE PRODS PARTNERS LSOLE | COM | 528.40K | SH | $16.57M 1.43% | 504.70K | 0.00 | 23.70K |
ALPHABET INCSOLE | CAP STK CL A | 87.18K | SH | $16.50M 1.42% | 82.08K | 0.00 | 5.10K |
NXP SEMICONDUCTORS N VSOLE | COM | 74.53K | SH | $15.49M 1.34% | 72.13K | 0.00 | 2.40K |
KLA CORPSOLE | COM NEW | 23.63K | SH | $14.89M 1.28% | 21.65K | 0.00 | 1.98K |
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