MARCO INVESTMENT MANAGEMENT LLC

13F filer, CIK 1080493, ATLANTA, GA

MARCO INVESTMENT MANAGEMENT LLC reported $1,157,668,059 across 227 holdings for the quarter ended 2024-09-30, in a 13F-HR filed 2024-11-12. Its ten largest share positions make up 33.71% of the portfolio.

Filed 2024-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC13F-HR 0001080493-24-000005

Period: 2024-09-30
Reported value: $1.16B
Holdings: 227
Top 10 weight: 33.71%
New: 22
Sold out: 4

Largest buys vs the previous quarter

Security	Shares change	Approx. value
AVGOadded	+405,261	$69.9M
GOOGLadded	+11,685	$1.94M
QQQadded	+3,123	$1.52M
ORCLadded	+7,635	$1.3M
AMTMnew	+38,285	$1.23M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

Security	Shares change	Approx. value
KOreduced	-15,196	-$1.09M
CVXreduced	-6,655	-$980K
METAreduced	-1,249	-$715K
EXASreduced	-8,775	-$598K
AAPLreduced	-1,993	-$464K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q3 2024

Share positions as resolved from 13F-HR 0001080493-24-000005, largest first. % of portfolio is the value over $1,157,668,059, the sum of the share positions whose value is usable for ratios (method).

Security	Shares	Value	% of portfolio	Change	Timeline
AVGOBROADCOM INC	450,085	$77.6M	6.71%	+405,261	Timeline
AAPLAPPLE INC	277,146	$64.6M	5.58%	-1,993	Timeline
COSTCOSTCO WHOLESALE CORPORATION	41,072	$36.4M	3.15%	-137	Timeline
MSFTMICROSOFT CORP	80,195	$34.5M	2.98%	+1,144	Timeline
JPMJPMORGAN CHASE & CO	160,354	$33.8M	2.92%	-113	Timeline
QCOMQUALCOMM INC	196,553	$33.4M	2.89%	+2,692	Timeline
LOWLOWES COS INC	106,383	$28.8M	2.49%	-107	Timeline
CATCATERPILLAR INC	72,363	$28.3M	2.44%	+740	Timeline
ABBVABBVIE INC	140,191	$27.7M	2.39%	-322	Timeline
CITHE CIGNA GROUP	72,388	$25.1M	2.17%	+578	Timeline
GSGOLDMAN SACHS GROUP INC	50,183	$24.8M	2.15%	+800	Timeline
PANWPALO ALTO NETWORKS INC	68,475	$23.4M	2.02%	+1,930	Timeline
HDHOME DEPOT INC	56,911	$23.1M	1.99%	+96	Timeline
WMTWALMART INC	269,382	$21.8M	1.88%	+1,555	Timeline
UNHUNITEDHEALTH GROUP INC	36,665	$21.4M	1.85%	+120	Timeline
ORCLORACLE CORP	118,394	$20.2M	1.74%	+7,635	Timeline
LYBLYONDELLBASELL INDUSTRIES NV	209,570	$20.1M	1.74%	+1,885	Timeline
SYKSTRYKER CORPORATION	55,513	$20.1M	1.73%	+1,099	Timeline
AXPAMERICAN EXPRESS CO	73,704	$20M	1.73%	+440	Timeline
KOCOCA COLA CO	274,776	$19.7M	1.71%	-15,196	Timeline
KLACKLA CORP	23,617	$18.3M	1.58%	+328	Timeline
NXPINXP SEMICONDUCTORS N V	75,525	$18.1M	1.57%	+2,177	Timeline
CSCOCISCO SYS INC	311,588	$16.6M	1.43%	-6,542	Timeline
EPDENTERPRISE PRODS PARTNERS L	536,805	$15.6M	1.35%	+1,150	Timeline
UPSUNITED PARCEL SVCS INC	112,632	$15.4M	1.33%	+2,800	Timeline
COPCONOCOPHILLIPS	142,268	$15M	1.29%	+5,795	Timeline
CRMSALESFORCE INC	53,404	$14.6M	1.26%	+806	Timeline
UNPUNION PAC CORP	56,893	$14M	1.21%	+500	Timeline
GOOGLALPHABET INC	81,524	$13.5M	1.17%	+11,685	Timeline
AMGNAMGEN INC	39,277	$12.7M	1.09%	+225	Timeline
SPYSTATE STR SPDR S&P 500 ETF T	21,636	$12.4M	1.07%	+1,052	Timeline
GLDSPDR GOLD TR	46,615	$11.3M	0.98%	0	Timeline
MRKMERCK & CO INC	97,337	$11.1M	0.95%	+3,196	Timeline
AFLAFLAC INC	96,028	$10.7M	0.93%	+1,585	Timeline
PGPROCTER & GAMBLE CO	61,490	$10.7M	0.92%	+800	Timeline
PSXPHILLIPS 66	77,922	$10.2M	0.88%	+1,802	Timeline
AMDADVANCED MICRO DEVICES INC	62,335	$10.2M	0.88%	-253	Timeline
HONHONEYWELL INTL INC	45,253	$9.35M	0.81%	+1,585	Timeline
XOMEXXON MOBIL CORP	75,874	$8.89M	0.77%	+752	Timeline
MDTMEDTRONIC PLC	98,241	$8.84M	0.76%	+510	Timeline
NOCNORTHROP GRUMMAN CORP	16,450	$8.69M	0.75%	+200	Timeline
LAM RESEARCH CORPLAM RESEARCH CORP	10,042	$8.2M	0.71%	-8
MRVLMARVELL TECHNOLOGY INC	109,500	$7.9M	0.68%	0	Timeline
TMOTHERMO FISHER SCIENTIFIC INC	12,397	$7.67M	0.66%	+370	Timeline
ABTABBOTT LABORATORIES	65,702	$7.49M	0.65%	-655	Timeline
AZOAUTOZONE INC	2,015	$6.35M	0.55%	0	Timeline
AMATAPPLIED MATLS INC	31,028	$6.27M	0.54%	-312	Timeline
NVDANVIDIA CORPORATION	50,402	$6.12M	0.53%	-470	Timeline
DISDISNEY WALT CO	62,911	$6.05M	0.52%	-903	Timeline
GPNGLOBAL PMTS INC	58,547	$6M	0.52%	+825	Timeline
METAMETA PLATFORMS INC	10,279	$5.88M	0.51%	-1,249	Timeline
LHXL3HARRIS TECHNOLOGIES INC	24,377	$5.8M	0.5%	+320	Timeline
PWRQUANTA SVCS INC	17,276	$5.15M	0.44%	+1,933	Timeline
ROPROPER TECHNOLOGIES INC	9,096	$5.06M	0.44%	+85	Timeline
JJACOBS SOLUTIONS INC	38,285	$5.01M	0.43%	+3,105	Timeline
SCHWCHARLES SCHWAB CORP (THE)	77,139	$5M	0.43%	-116	Timeline
EXASEXACT SCIENCES CORP	71,354	$4.86M	0.42%	-8,775	Timeline
CVSCVS HEALTH CORP	76,336	$4.8M	0.41%	-1,786	Timeline
TSLATESLA INC	18,084	$4.73M	0.41%	-36	Timeline
JNJJOHNSON & JOHNSON	29,007	$4.7M	0.41%	-97	Timeline
QQQINVESCO QQQ TR	9,621	$4.7M	0.41%	+3,123	Timeline
EOGEOG RES INC	37,240	$4.58M	0.4%	+735	Timeline
MCDMCDONALDS CORP	14,377	$4.38M	0.38%	-295	Timeline
PFEPFIZER INC	148,432	$4.3M	0.37%	+5,100	Timeline
DUKDUKE ENERGY CORP NEW	34,969	$4.03M	0.35%	-150	Timeline
INTCINTEL CORP	168,985	$3.96M	0.34%	-8,300	Timeline
OREALTY INCOME CORP	62,121	$3.94M	0.34%	+851	Timeline
CTSHCOGNIZANT TECHNOLOGY SOLUTIO	48,845	$3.77M	0.33%	+1,900	Timeline
BACBANK OF AMER CORP	93,669	$3.72M	0.32%	0	Timeline
VZVERIZON COMMUNICATIONS INC	80,513	$3.62M	0.31%	-230	Timeline
ACNACCENTURE PLC IRELAND	10,120	$3.58M	0.31%	+125	Timeline
PYPLPAYPAL HLDGS INC	45,123	$3.52M	0.3%	+1,900	Timeline
SBUXSTARBUCKS CORP	35,201	$3.43M	0.3%	-950	Timeline
TJXTJX COS INC NEW	29,123	$3.42M	0.3%	0	Timeline
EXPEEXPEDIA GROUP INC	22,907	$3.39M	0.29%	0	Timeline
MGAMAGNA INTL INC	79,870	$3.28M	0.28%	-2,750	Timeline
AMZNAMAZON COM INC	15,538	$2.9M	0.25%	-122	Timeline
ETNEATON CORP PLC	8,528	$2.83M	0.24%	+273	Timeline
RSPINVESCO EXCHANGE TRADED FD T	15,234	$2.73M	0.24%	+465	Timeline
BHPBHP BILLITON LIMITED	41,509	$2.58M	0.22%	-3,650	Timeline
DLRDIGITAL RLTY TR INC	15,850	$2.57M	0.22%	0	Timeline
IBMINTERNATIONAL BUSINESS MACHS	10,886	$2.41M	0.21%	-145	Timeline
DOWDOW HLDGS INC	39,792	$2.17M	0.19%	-1,097	Timeline
VUGVANGUARD INDEX FDS	5,497	$2.11M	0.18%	-548	Timeline
DGDOLLAR GEN CORP	24,770	$2.09M	0.18%	+2,613	Timeline
TFCTRUIST FINL CORP	46,256	$1.98M	0.17%	0	Timeline
KMBKIMBERLY-CLARK CORP	13,215	$1.88M	0.16%	-300	Timeline
GILDGILEAD SCIENCES INC	22,151	$1.86M	0.16%	-450	Timeline
STZCONSTELLATION BRANDS INC	7,146	$1.84M	0.16%	-5	Timeline
DRIDARDEN RESTAURANTS INC	11,175	$1.83M	0.16%	+325	Timeline
LLYELI LILLY & CO	2,047	$1.81M	0.16%	-66	Timeline
TXNTEXAS INSTRS INC	8,589	$1.77M	0.15%	0	Timeline
BMYBRISTOL-MYERS SQUIBB CO	33,638	$1.74M	0.15%	-3,250	Timeline
NVSNOVARTIS AG	14,895	$1.71M	0.15%	-10	Timeline
RTXRTX CORPORATION	14,093	$1.71M	0.15%	0	Timeline
IFFINTERNATIONAL FLAVORS&FRAGRA	16,025	$1.68M	0.15%	0	Timeline
IJHISHARES TR	26,960	$1.68M	0.15%	+2,660	Timeline
WFCWELLS FARGO & CO	29,501	$1.67M	0.14%	+100	Timeline
GOOGALPHABET INC	9,188	$1.54M	0.13%	-40	Timeline
APAAPA CORPORATION	62,299	$1.52M	0.13%	+1,101	Timeline
CVXCHEVRON CORPORATION	10,090	$1.49M	0.13%	-6,655	Timeline
GISGENERAL MILLS INC	19,900	$1.47M	0.13%	0	Timeline
DDDUPONT DE NEMOURS INC	16,200	$1.44M	0.12%	0	Timeline
XLVSELECT SECTOR SPDR TR	9,344	$1.44M	0.12%	+2,388	Timeline
CSXCSX CORP	41,434	$1.43M	0.12%	0	Timeline
XLFSELECT SECTOR SPDR TR	30,974	$1.4M	0.12%	+3,136	Timeline
BRK-BBERKSHIRE HATHAWAY INC DEL	2,820	$1.3M	0.11%	-26	Timeline
MOSMOSAIC CO	47,650	$1.28M	0.11%	-7,100	Timeline
XLKSELECT SECTOR SPDR TR	5,511	$1.24M	0.11%	-30	Timeline
TOTALENERGIES SE -SPON ADRTOTALENERGIES SE -SPON ADR	19,159	$1.24M	0.11%	-119
AMTMAMENTUM HOLDINGS INC	38,285	$1.23M	0.11%	new	Timeline
AGCOAGCO CORP	12,600	$1.23M	0.11%	0	Timeline
CTVACORTEVA INC	19,594	$1.15M	0.1%	-1,700	Timeline
GPCGENUINE PARTS CO	7,904	$1.1M	0.1%	+91	Timeline
DOVDOVER CORP	5,633	$1.08M	0.09%	-65	Timeline
ROLROLLINS INC	21,000	$1.06M	0.09%	0	Timeline
RPMRPM INTL INC	8,630	$1.04M	0.09%	+3	Timeline
VTIVANGUARD INDEX FDS	3,453	$978K	0.08%	+1,189	Timeline
SOSOUTHERN CO	10,127	$913K	0.08%	-8	Timeline
PPLIPEOPLE INC	16,104	$867K	0.07%	-1,350	Timeline
DDOMINION ENERGY INC	14,389	$832K	0.07%	0	Timeline
MOALTRIA GROUP INC	16,118	$823K	0.07%	+3,025	Timeline
VYMVANGUARD WHITEHALL FDS	6,300	$808K	0.07%	0	Timeline
AKAMAKAMAI TECHNOLOGIES INC	7,950	$803K	0.07%	-560	Timeline
NVONOVO-NORDISK A S	6,702	$798K	0.07%	+100	Timeline
DVYISHARES TR	5,537	$748K	0.06%	-229	Timeline
VNQVANGUARD INDEX FDS	7,607	$741K	0.06%	-25	Timeline
ROSTROSS STORES INC	4,900	$737K	0.06%	+300	Timeline
TAT&T INC	33,041	$727K	0.06%	-1,747	Timeline
XLESELECT SECTOR SPDR TR	8,259	$725K	0.06%	-37	Timeline
STMSTMICROELECTRONICS N V	24,300	$722K	0.06%	+2,600	Timeline
SYYSYSCO CORP	8,700	$679K	0.06%	-125	Timeline
EBAYEBAY INC.	10,335	$673K	0.06%	+200	Timeline
HUMHUMANA INC	2,000	$633K	0.05%	0	Timeline
INMDINMODE LTD	35,975	$610K	0.05%	-1,600	Timeline
IBBISHARES TR	4,186	$609K	0.05%	0	Timeline
IVVISHARES TR	1,051	$606K	0.05%	0	Timeline
CCITIGROUP INC	9,632	$603K	0.05%	0	Timeline
CHDCHURCH & DWIGHT CO INC	5,650	$592K	0.05%	+350	Timeline
CARRCARRIER GLOBAL CORPORATION	7,156	$576K	0.05%	0	Timeline
PEPPEPSICO INC	3,347	$569K	0.05%	-66	Timeline
ECMLEA SERIES TRUST	15,863	$543K	0.05%	0	Timeline
DEDEERE & CO	1,300	$543K	0.05%	-114	Timeline
SLBSLB LIMITED	12,907	$541K	0.05%	-565	Timeline
AYIACUITY INC	1,800	$496K	0.04%	-5	Timeline
EXPDEXPEDITORS INTL WASH INC	3,650	$480K	0.04%	0	Timeline
TGTTARGET CORP	3,052	$476K	0.04%	0	Timeline
TRVTRAVELERS COMPANIES INC	1,947	$456K	0.04%	0	Timeline
ETENERGY TRANSFER L P	26,517	$426K	0.04%	+411	Timeline
USBUS BANCORP	8,970	$410K	0.04%	-508	Timeline
VVISA INC	1,474	$405K	0.04%	-66	Timeline
GGGGRACO INC	4,600	$403K	0.03%	0	Timeline
ADPAUTOMATIC DATA PROCESSING IN	1,454	$402K	0.03%	0	Timeline
BRBROADRIDGE FINL SOLUTIONS IN	1,800	$387K	0.03%	0	Timeline
PMPHILIP MORRIS INTL INC	3,108	$377K	0.03%	0	Timeline
OKEONEOK INC NEW	4,099	$374K	0.03%	0	Timeline
WYWEYERHAEUSER CO	10,999	$372K	0.03%	0	Timeline
NFLXNETFLIX INC.	525	$372K	0.03%	-10	Timeline
DSGXDESCARTES SYS GROUP INC	3,545	$365K	0.03%	0	Timeline
EXPOEXPONENT INC	3,075	$354K	0.03%	0	Timeline
BXBLACKSTONE INC	2,256	$345K	0.03%	new	Timeline
CWSTCASELLA WASTE SYS INC	3,460	$344K	0.03%	-230	Timeline
CMICUMMINS INC	1,055	$342K	0.03%	0	Timeline
MCKMCKESSON CORP	686	$339K	0.03%	0	Timeline
VBRVANGUARD INDEX FDS	1,673	$336K	0.03%	0	Timeline
YUMYUM BRANDS INC	2,300	$321K	0.03%	0	Timeline
SSDSIMPSON MFG INC	1,670	$319K	0.03%	0	Timeline
EFVISHARES TR	5,417	$312K	0.03%	0	Timeline
EAELECTRONIC ARTS INC	2,150	$308K	0.03%	0	Timeline
AAONAAON INC	2,839	$306K	0.03%	0	Timeline
SPGIS&P GLOBAL INC	588	$304K	0.03%	0	Timeline
OEFISHARES TR	1,050	$291K	0.03%	0	Timeline
ALTAIR ENGINEERING INCALTAIR ENGINEERING INC	3,015	$288K	0.02%	+70
BXMXNUVEEN S&P 500 BUY-WRITE INCOM	20,300	$279K	0.02%	0	Timeline
MDLZMONDELEZ INTL INC	3,744	$276K	0.02%	0	Timeline
FSVFIRSTSERVICE CORP NEW	1,510	$276K	0.02%	0	Timeline
NTRNUTRIEN LTD	5,700	$274K	0.02%	0	Timeline
SPSCSPS COMM INC	1,400	$272K	0.02%	0	Timeline
ITAISHARES TR	1,800	$269K	0.02%	new	Timeline
VTVVANGUARD INDEX FDS	1,539	$269K	0.02%	-997	Timeline
IWOISHARES TR	945	$268K	0.02%	0	Timeline
IYJISHARES TR	2,000	$267K	0.02%	new	Timeline
NOVTNOVANTA INC	1,480	$265K	0.02%	0	Timeline
SCHDSCHWAB STRATEGIC TR	3,122	$264K	0.02%	new	Timeline
ISRGINTUITIVE SURGICAL INC	537	$264K	0.02%	new	Timeline
MAMASTERCARD INCORPORATED	534	$264K	0.02%	-27	Timeline
ROADCONSTRUCTION PARTNERS INC	3,751	$262K	0.02%	-694	Timeline
NUENUCOR CORP	1,716	$258K	0.02%	0	Timeline
IYWISHARES TR	1,700	$258K	0.02%	0	Timeline
VBVANGUARD INDEX FDS	1,080	$256K	0.02%	0	Timeline
MLMMARTIN MARIETTA MATLS INC	475	$256K	0.02%	0	Timeline
NEENEXTERA ENERGY INC	3,018	$255K	0.02%	-150	Timeline
DXCMDEXCOM INC	3,780	$253K	0.02%	0	Timeline
EXREXTRA SPACE STORAGE INC	1,390	$250K	0.02%	0	Timeline
BKNGBOOKING HOLDINGS INC	59	$249K	0.02%	0	Timeline
LMATLEMAITRE VASCULAR INC	2,660	$247K	0.02%	+210	Timeline
MMSIMERIT MED SYS INC	2,500	$247K	0.02%	new	Timeline
IJSISHARES TR	2,292	$247K	0.02%	0	Timeline
BNYBANK OF NY MELLON CORP	3,400	$244K	0.02%	new	Timeline
RBCRBC BEARINGS INC	810	$242K	0.02%	+50	Timeline
LMTLOCKHEED MARTIN CORP	408	$238K	0.02%	new	Timeline
SHELSHELL PLC	3,607	$238K	0.02%	0	Timeline
FDXFEDEX CORP	866	$237K	0.02%	+50	Timeline
CSWCSW INDUSTRIALS INC	640	$234K	0.02%	new	Timeline
VVVANGUARD INDEX FDS	889	$234K	0.02%	0	Timeline
BCPCBALCHEM CORP	1,325	$233K	0.02%	new	Timeline
PBAPEMBINA PIPELINE CORP	5,570	$230K	0.02%	0	Timeline
VMCVULCAN MATLS CO	900	$225K	0.02%	0	Timeline
UVEUNIVERSAL INS HLDGS INC	10,000	$222K	0.02%	0	Timeline
GEGE AEROSPACE	1,168	$220K	0.02%	new	Timeline
AEPAMERICAN ELEC PWR CO INC	2,136	$219K	0.02%	new	Timeline
DSIISHARES TR	2,000	$218K	0.02%	0	Timeline
RSGREPUBLIC SVCS INC	1,083	$218K	0.02%	0	Timeline
FISFIDELITY NATL INFORMATION SV	2,500	$209K	0.02%	new	Timeline
XLYSELECT SECTOR SPDR TR	1,041	$209K	0.02%	-132	Timeline
MAAMID-AMER APT CMNTYS INC	1,311	$208K	0.02%	new	Timeline
BABOEING CO	1,366	$208K	0.02%	-216	Timeline
QTWOQ2 HLDGS INC	2,590	$207K	0.02%	new	Timeline
VTVANGUARD INTL EQUITY INDEX F	1,718	$206K	0.02%	new	Timeline
PNRPENTAIR PLC	2,100	$205K	0.02%	new	Timeline
SITESITEONE LANDSCAPE SUPPLY INC	1,330	$201K	0.02%	new	Timeline
NEOGNEOGEN CORP	10,025	$169K	0.01%	new	Timeline
CCCCCC INTELLIGENT SOLUTIONS HL	10,225	$113K	0.01%	new	Timeline
ELDNELEDON PHARMACEUTICALS INC	30,344	$75.6K	0.01%	0	Timeline
DARIOHEALTH CORPDARIOHEALTH CORP	19,250	$21.6K	<0.01%	0
PVLPERMIANVILLE RTY TR	12,000	$19.2K	<0.01%	0	Timeline
GABELLI UTIL TRGABELLI UTIL TR	57,195	$1.57K	<0.01%	new

Sold out in Q3 2024

Positions in the previous quarter's report that this quarter's report no longer lists.

Security	Shares before	Value before	Type
EATBRINKER INTL INC	3,850	$279K	shares
LKQLKQ CORP	6,200	$258K	shares
OMFLINVESCO EXCH TRD SLF IDX FD	4,720	$248K	shares
IJRISHARES TR	1,883	$201K	shares

How Q3 2024 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

Filing	Role	Amendment	Filed	Accepted	Ingested
13F-HR 0001080493-24-000005	base		2024-11-12	acceptance time not in the bulk data set	2026-10-07 18:26:56 UTC