MARCO INVESTMENT MANAGEMENT LLC — 13F holdings

MARCO INVESTMENT MANAGEMENT LLC reported 245 holdings worth $1.52B in its 13F filing for Q2 2026, filed August 3, 2026.

Largest positions

1. AVGO BROADCOM INC — $117M (7.7%)
2. AAPL APPLE INC — $76.1M (5.0%)
3. CAT CATERPILLAR INC — $71.6M (4.7%)
4. KLAC KLA CORP — $66.1M (4.3%)
5. JPM JPMorgan Chase & Co. — $51.6M (3.4%)
6. PANW PALO ALTO NETWORKS INC — $47.8M (3.1%)
7. GS GOLDMAN SACHS GROUP INC — $38.3M (2.5%)
8. COST COSTCO WHSL CORP NEW — $37.4M (2.5%)
9. QCOM QUALCOMM INC — $36.4M (2.4%)
10. ABBV ABBVIE INC — $35.1M (2.3%)