MARCO INVESTMENT MANAGEMENT LLC
247 holdingsFiling period: 2026-06-30Current AUM: $1.50Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AVGO | BROADCOM INC | 310.6K | $117.3M | $105.4M | 7.03% | -12,546 | 2026-06-30 |
| 2 | AAPL | APPLE INC | 263.1K | $76.1M | $87.2M | 5.82% | -8,289 | 2026-06-30 |
| 3 | CAT | CATERPILLAR INC | 67.3K | $71.6M | $52.7M | 3.52% | -2,370 | 2026-06-30 |
| 4 | KLAC | KLA CORP | 219.0K | $66.1M | $36.8M | 2.46% | +195.5K | 2026-06-30 |
| 5 | JPM | JPMORGAN CHASE & CO. | 157.8K | $51.6M | $55.6M | 3.71% | +70 | 2026-06-30 |
| 6 | PANW | PALO ALTO NETWORKS INC | 140.1K | $47.8M | $52.5M | 3.51% | -795 | 2026-06-30 |
| 7 | GS | GOLDMAN SACHS GROUP INC | 37.8K | $38.3M | $37.0M | 2.47% | -265 | 2026-06-30 |
| 8 | COST | COSTCO WHSL CORP NEW | 40.0K | $37.4M | $36.0M | 2.41% | -219 | 2026-06-30 |
| 9 | QCOM | QUALCOMM INC | 196.7K | $36.4M | $36.9M | 2.47% | -3,051 | 2026-06-30 |
| 10 | ABBV | ABBVIE INC | 139.6K | $35.1M | $36.7M | 2.45% | +36 | 2026-06-30 |
| 11 | CSCO | CISCO SYS INC | 291.5K | $34.2M | $32.1M | 2.14% | -6,074 | 2026-06-30 |
| 12 | GOOGL | ALPHABET INC | 95.3K | $34.0M | $32.9M | 2.19% | -1,381 | 2026-06-30 |
| 13 | MSFT | MICROSOFT CORP | 87.6K | $32.7M | $43.5M | 2.91% | -677 | 2026-06-30 |
| 14 | UNH | UNITEDHEALTH GROUP INC | 76.4K | $31.7M | $28.7M | 1.92% | -15 | 2026-06-30 |
| 15 | WMT | WALMART INC | 252.8K | $28.6M | $27.3M | 1.82% | -275 | 2026-06-30 |
| 16 | CI | THE CIGNA GROUP | 94.8K | $26.1M | $27.4M | 1.83% | +275 | 2026-06-30 |
| 17 | LOW | LOWES COS INC | 106.5K | $23.5M | $20.7M | 1.38% | -20 | 2026-06-30 |
| 18 | AXP | AMERICAN EXPRESS CO | 69.4K | $23.5M | $22.5M | 1.50% | -550 | 2026-06-30 |
| 19 | — | NXP SEMICONDUCTORS N V | 79.1K | $22.2M | $22.2M | 1.48% | -409 | 2026-06-30 |
| 20 | LRCX | LAM RESEARCH CORP | 50.3K | $21.8M | $13.6M | 0.91% | -9,100 | 2026-06-30 |
| 21 | HD | HOME DEPOT INC | 58.0K | $20.4M | $17.7M | 1.18% | +417 | 2026-06-30 |
| 22 | SPY | SPDR S&P 500 ETF TR | 26.6K | $19.8M | $20.1M | 1.34% | +65 | 2026-06-30 |
| 23 | EPD | ENTERPRISE PRODS PARTNERS L | 527.9K | $19.4M | $20.5M | 1.37% | -1,768 | 2026-06-30 |
| 24 | KO | COCA COLA CO | 235.2K | $19.1M | $20.9M | 1.39% | -4,986 | 2026-06-30 |
| 25 | SYK | STRYKER CORPORATION | 57.5K | $18.1M | $16.2M | 1.08% | +834 | 2026-06-30 |
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