0001062993-23-016358.txt : 20230814 0001062993-23-016358.hdr.sgml : 20230814 20230814124620 ACCESSION NUMBER: 0001062993-23-016358 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230630 FILED AS OF DATE: 20230814 DATE AS OF CHANGE: 20230814 EFFECTIVENESS DATE: 20230814 FILER: COMPANY DATA: COMPANY CONFORMED NAME: MARCO INVESTMENT MANAGEMENT LLC CENTRAL INDEX KEY: 0001080493 IRS NUMBER: 582405742 STATE OF INCORPORATION: GA FISCAL YEAR END: 0331 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-04525 FILM NUMBER: 231168034 BUSINESS ADDRESS: STREET 1: 3353 PEACHTREE RD STREET 2: SUITE 1100 CITY: ATLANTA STATE: GA ZIP: 30326 BUSINESS PHONE: 4045048600 MAIL ADDRESS: STREET 1: 3353 PEACHTREE RD STREET 2: SUITE 1100 CITY: ATLANTA STATE: GA ZIP: 30326 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false true false 0001080493 XXXXXXXX 06-30-2023 06-30-2023 MARCO INVESTMENT MANAGEMENT LLC

3353 PEACHTREE RD SUITE 1100 ATLANTA GA 30326

13F HOLDINGS REPORT 028-04525 000108170 801-55605 N Mark C. Burton 404-504-8600 Mark C. Burton Atlanta GA 08-11-2023 0 206 925479179 false INFORMATION TABLE 2 form13fInfoTable.xml FORM 13F INFORMATION TABLE AAON INC COM PAR $0.004 000360206 293247 3093 SH SOLE 0 0 3093 AFLAC INC COM 001055102 6378533 91383 SH SOLE 77783 0 13600 AGCO CORP COM 001084102 1662463 12650 SH SOLE 6150 0 6500 APA CORPORATION COM 03743Q108 2150489 62935 SH SOLE 62935 0 0 AT&T INC COM 00206R102 612400 38395 SH SOLE 38145 0 250 ABBOTT LABS COM 002824100 7765822 71233 SH SOLE 65508 0 5725 ABBVIE INC COM 00287Y109 17530663 130117 SH SOLE 124192 0 5925 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 3161402 10245 SH SOLE 7645 0 2600 ACUITY BRANDS INC COM 00508Y102 245435 1505 SH SOLE 1505 0 0 ADOBE SYSTEMS INCORPORATED COM 00724F101 203909 417 SH SOLE 417 0 0 ADVANCED MICRO DEVICES INC COM 007903107 10436662 91622 SH SOLE 91622 0 0 AKAMAI TECHNOLOGIES INC COM 00971T101 876233 9750 SH SOLE 9750 0 0 ALPHABET INC CAP STK CL A 02079K305 6632218 55407 SH SOLE 55407 0 0 ALPHABET INC CAP STK CL C 02079K107 1176191 9723 SH SOLE 9723 0 0 ALTAIR ENGR INC COM CL A 021369103 223349 2945 SH SOLE 0 0 2945 ALTRIA GROUP INC COM 02209S103 655129 14462 SH SOLE 14462 0 0 AMAZON COM INC COM 023135106 1655181 12697 SH SOLE 12697 0 0 AMERICAN EXPRESS CO COM 025816109 12630371 72505 SH SOLE 67455 0 5050 AMGEN INC COM 031162100 9374572 42224 SH SOLE 40124 0 2100 APPLE INC COM 037833100 55073708 283929 SH SOLE 270969 0 12960 APPLIED MATLS INC COM 038222105 5205174 36012 SH SOLE 36012 0 0 APTIV PLC SHS G6095L109 230519 2258 SH SOLE 2258 0 0 ASTRAZENECA PLC SPONSORED ADR 046353108 207839 2904 SH SOLE 2904 0 0 AUTOMATIC DATA PROCESSING IN COM 053015103 309464 1408 SH SOLE 1408 0 0 AUTOZONE INC COM 053332102 5183695 2079 SH SOLE 2079 0 0 BHP GROUP LTD SPONSORED ADS 088606108 2703588 45309 SH SOLE 37709 0 7600 BANK AMERICA CORP COM 060505104 3385592 118006 SH SOLE 118006 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 926156 2716 SH SOLE 2716 0 0 BOEING CO COM 097023105 425487 2015 SH SOLE 2015 0 0 BRINKER INTL INC COM 109641100 202215 5525 SH SOLE 5525 0 0 BRISTOL-MYERS SQUIBB CO COM 110122108 2941124 45991 SH SOLE 45756 0 235 BROADCOM INC COM 11135F101 42551779 49055 SH SOLE 45968 0 3087 BROADRIDGE FINL SOLUTIONS IN COM 11133T103 298134 1800 SH SOLE 1800 0 0 CSX CORP COM 126408103 1436804 42135 SH SOLE 42135 0 0 CVS HEALTH CORP COM 126650100 10964640 158609 SH SOLE 151509 0 7100 CARRIER GLOBAL CORPORATION COM 14448C104 351997 7081 SH SOLE 7081 0 0 CASELLA WASTE SYS INC CL A 147448104 312053 3450 SH SOLE 0 0 3450 CATERPILLAR INC COM 149123101 18416350 74848 SH SOLE 69623 0 5225 CHEVRON CORP NEW COM 166764100 1620705 10300 SH SOLE 10300 0 0 THE CIGNA GROUP COM 125523100 26782148 95446 SH SOLE 93271 0 2175 CISCO SYS INC COM 17275R102 16296393 314967 SH SOLE 299242 0 15725 CITIGROUP INC COM NEW 172967424 753168 16359 SH SOLE 16359 0 0 COCA COLA CO COM 191216100 17363473 288334 SH SOLE 288134 0 200 COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 3277056 50200 SH SOLE 47075 0 3125 CONOCOPHILLIPS COM 20825C104 8228292 79416 SH SOLE 72866 0 6550 CONSTELLATION BRANDS INC CL A 21036P108 1637011 6651 SH SOLE 6651 0 0 CORTEVA INC COM 22052L104 1380586 24094 SH SOLE 24094 0 0 COSTCO WHSL CORP NEW COM 22160K105 23520745 43688 SH SOLE 40788 0 2900 CRACKER BARREL OLD CTRY STOR COM 22410J106 552557 5930 SH SOLE 5930 0 0 CUMMINS INC COM 231021106 234128 955 SH SOLE 955 0 0 DARDEN RESTAURANTS INC COM 237194105 1528782 9150 SH SOLE 9150 0 0 DARIOHEALTH CORP COM NEW 23725P209 80200 20000 SH SOLE 20000 0 0 DEERE & CO COM 244199105 722454 1783 SH SOLE 1783 0 0 DESCARTES SYS GROUP INC COM 249906108 283990 3545 SH SOLE 0 0 3545 DEXCOM INC COM 252131107 488338 3800 SH SOLE 3800 0 0 DIGITAL RLTY TR INC COM 253868103 1542939 13550 SH SOLE 13550 0 0 DOLLAR GEN CORP NEW COM 256677105 2963001 17452 SH SOLE 17452 0 0 DOMINION ENERGY INC COM 25746U109 1084120 20933 SH SOLE 14008 0 6925 DOVER CORP COM 260003108 939497 6363 SH SOLE 6363 0 0 DOW INC COM 260557103 2562126 48106 SH SOLE 48106 0 0 DUPONT DE NEMOURS INC COM 26614N102 1421942 19904 SH SOLE 15904 0 4000 DUKE ENERGY CORP NEW COM NEW 26441C204 4710453 52490 SH SOLE 46605 0 5885 EOG RES INC COM 26875P101 3149389 27520 SH SOLE 27520 0 0 EATON CORP PLC SHS G29183103 3111419 15472 SH SOLE 13472 0 2000 EBAY INC. COM 278642103 990777 22170 SH SOLE 22170 0 0 ELECTRONIC ARTS INC COM 285512109 232163 1790 SH SOLE 1790 0 0 SELECT SECTOR SPDR TR ENERGY 81369Y506 727040 8957 SH SOLE 8957 0 0 ENERGY TRANSFER L P COM UT LTD PTN 29273V100 178118 14025 SH SOLE 14025 0 0 ENTERPRISE PRODS PARTNERS L COM 293792107 13950955 529448 SH SOLE 509338 0 20110 EQUITY RESIDENTIAL SH BEN INT 29476L107 212028 3214 SH SOLE 3214 0 0 EXACT SCIENCES CORP COM 30063P105 7953612 84703 SH SOLE 81603 0 3100 EXPEDIA GROUP INC COM NEW 30212P303 2670429 24412 SH SOLE 24412 0 0 EXPEDITORS INTL WASH INC COM 302130109 472407 3900 SH SOLE 3900 0 0 EXPONENT INC COM 30214U102 263256 2821 SH SOLE 26 0 2795 EXTRA SPACE STORAGE INC COM 30225T102 206902 1390 SH SOLE 1390 0 0 EXXON MOBIL CORP COM 30231G102 5580003 52028 SH SOLE 51903 0 125 SELECT SECTOR SPDR TR FINANCIAL 81369Y605 969668 28765 SH SOLE 28765 0 0 FIRSTSERVICE CORP NEW COM 33767E202 232676 1510 SH SOLE 0 0 1510 GENERAL MLS INC COM 370334104 1929005 25150 SH SOLE 25150 0 0 GENERAL MTRS CO COM 37045V100 213160 5528 SH SOLE 5528 0 0 GENUINE PARTS CO COM 372460105 2974217 17575 SH SOLE 17575 0 0 GILEAD SCIENCES INC COM 375558103 2204741 28607 SH SOLE 28457 0 150 GLOBAL PMTS INC COM 37940X102 4338328 44035 SH SOLE 43835 0 200 GOLDMAN SACHS GROUP INC COM 38141G104 16895613 52383 SH SOLE 49273 0 3110 GRACO INC COM 384109104 405845 4700 SH SOLE 4700 0 0 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 931366 7017 SH SOLE 7017 0 0 HOME DEPOT INC COM 437076102 17656156 56838 SH SOLE 56838 0 0 HONEYWELL INTL INC COM 438516106 8589670 41396 SH SOLE 41241 0 155 HUMANA INC COM 444859102 894260 2000 SH SOLE 2000 0 0 IAC INC COM NEW 44891N208 1323008 21067 SH SOLE 21067 0 0 ISHARES TR US AER DEF ETF 464288760 210006 1800 SH SOLE 1800 0 0 ISHARES TR ISHARES BIOTECH 464287556 798071 6286 SH SOLE 6286 0 0 ISHARES TR US INDUSTRIALS 464287754 249618 2354 SH SOLE 2354 0 0 INTERNATIONAL BUSINESS MACHS COM 459200101 1096439 8194 SH SOLE 8194 0 0 INTEL CORP COM 458140100 6355573 190059 SH SOLE 183259 0 6800 INTERNATIONAL FLAVORS&FRAGRA COM 459506101 2277707 28618 SH SOLE 28618 0 0 INVESCO QQQ TR UNIT SER 1 46090E103 2085376 5645 SH SOLE 5645 0 0 JPMORGAN CHASE & CO COM 46625H100 24727563 170019 SH SOLE 158859 0 11160 JACOBS SOLUTIONS INC COM 46982L108 2123375 17860 SH SOLE 17860 0 0 JOHNSON & JOHNSON COM 478160104 5343813 32285 SH SOLE 28985 0 3300 KLA CORP COM NEW 482480100 10600112 21855 SH SOLE 19980 0 1875 KEURIG DR PEPPER INC COM 49271V100 645726 20650 SH SOLE 20650 0 0 KIMBERLY-CLARK CORP COM 494368103 2155807 15615 SH SOLE 15540 0 75 L3HARRIS TECHNOLOGIES INC COM 502431109 4720406 24112 SH SOLE 19502 0 4610 LKQ CORP COM 501889208 423157 7262 SH SOLE 7262 0 0 LAM RESEARCH CORP COM 512807108 10314689 16045 SH SOLE 16045 0 0 LILLY ELI & CO COM 532457108 1033163 2203 SH SOLE 2203 0 0 LOWES COS INC COM 548661107 24062328 106612 SH SOLE 106612 0 0 LULULEMON ATHLETICA INC COM 550021109 224451 593 SH SOLE 593 0 0 LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 18937642 206225 SH SOLE 194275 0 11950 MAGNA INTL INC COM 559222401 5658110 100250 SH SOLE 94700 0 5550 MARTIN MARIETTA MATLS INC COM 573284106 219303 475 SH SOLE 475 0 0 MARVELL TECHNOLOGY INC COM 573874104 6545910 109500 SH SOLE 109500 0 0 MASTERCARD INCORPORATED CL A 57636Q104 210022 534 SH SOLE 534 0 0 MCDONALDS CORP COM 580135101 3583307 12008 SH SOLE 8908 0 3100 MCKESSON CORP COM 58155Q103 293135 686 SH SOLE 686 0 0 MEDTRONIC PLC SHS G5960L103 8882242 100820 SH SOLE 92520 0 8300 MERCK & CO INC COM 58933Y105 10793004 93535 SH SOLE 86135 0 7400 META PLATFORMS INC CL A 30303M102 4117302 14347 SH SOLE 14347 0 0 MICROSOFT CORP COM 594918104 28544744 83822 SH SOLE 78217 0 5605 MID-AMER APT CMNTYS INC COM 59522J103 204404 1346 SH SOLE 1346 0 0 MONDELEZ INTL INC CL A 609207105 300221 4116 SH SOLE 4116 0 0 MOSAIC CO NEW COM 61945C103 2189250 62550 SH SOLE 62550 0 0 NXP SEMICONDUCTORS N V COM N6596X109 15143250 73985 SH SOLE 72310 0 1675 NEXTERA ENERGY INC COM 65339F101 335236 4518 SH SOLE 4168 0 350 NIKE INC CL B 654106103 229018 2075 SH SOLE 1950 0 125 NORTHROP GRUMMAN CORP COM 666807102 7381681 16195 SH SOLE 16195 0 0 NOVANTA INC COM 67000B104 272468 1480 SH SOLE 0 0 1480 NOVARTIS AG SPONSORED ADR 66987V109 1456333 14432 SH SOLE 14432 0 0 NOVO-NORDISK A S ADR 670100205 521902 3225 SH SOLE 3225 0 0 NUCOR CORP COM 670346105 297788 1816 SH SOLE 1816 0 0 NUTRIEN LTD COM 67077M108 418074 7080 SH SOLE 7080 0 0 NUVEEN S&P 500 BUY-WRITE INC COM 6706ER101 271411 20300 SH SOLE 20300 0 0 NVIDIA CORPORATION COM 67066G104 2090988 4943 SH SOLE 4943 0 0 ORACLE CORP COM 68389X105 11335701 95186 SH SOLE 90980 0 4206 PALO ALTO NETWORKS INC COM 697435105 13046596 51061 SH SOLE 50961 0 100 PARAMOUNT GLOBAL CLASS B COM 92556H206 541736 34050 SH SOLE 34050 0 0 PAYPAL HLDGS INC COM 70450Y103 3126167 46848 SH SOLE 46848 0 0 PENTAIR PLC SHS G7S00T104 552330 8550 SH SOLE 8550 0 0 PEPSICO INC COM 713448108 577146 3116 SH SOLE 3116 0 0 PERMIANVILLE RTY TR TR UNIT 71425H100 30000 12000 SH SOLE 12000 0 0 PFIZER INC COM 717081103 5177235 141146 SH SOLE 131896 0 9250 PHILIP MORRIS INTL INC COM 718172109 606318 6211 SH SOLE 6211 0 0 PHILLIPS 66 COM 718546104 7108671 74530 SH SOLE 68920 0 5610 PROCTER AND GAMBLE CO COM 742718109 9218508 60752 SH SOLE 55027 0 5725 QUALCOMM INC COM 747525103 31782490 266990 SH SOLE 259615 0 7375 QUANTA SVCS INC COM 74762E102 2711010 13800 SH SOLE 13800 0 0 RPM INTL INC COM 749685103 853960 9517 SH SOLE 9517 0 0 RAYTHEON TECHNOLOGIES CORP COM 75513E101 1866334 19052 SH SOLE 19007 0 45 REALTY INCOME CORP COM 756109104 3768085 63022 SH SOLE 60397 0 2625 REGIONS FINANCIAL CORP NEW COM 7591EP100 178806 10034 SH SOLE 10034 0 0 ROLLINS INC COM 775711104 899430 21000 SH SOLE 21000 0 0 ROPER TECHNOLOGIES INC COM 776696106 4321430 8988 SH SOLE 8988 0 0 ROSS STORES INC COM 778296103 515798 4600 SH SOLE 4600 0 0 S&P GLOBAL INC COM 78409V104 200445 500 SH SOLE 500 0 0 SPS COMM INC COM 78463M107 376438 1960 SH SOLE 0 0 1960 STMICROELECTRONICS N V NY REGISTRY 861012102 1739652 34800 SH SOLE 34800 0 0 SALESFORCE INC COM 79466L302 11027772 52200 SH SOLE 48290 0 3910 SCHLUMBERGER LTD COM STK 806857108 755073 15372 SH SOLE 15372 0 0 SHELL PLC SPON ADS 780259305 245264 4062 SH SOLE 4062 0 0 SIMPSON MFG INC COM 829073105 231295 1670 SH SOLE 0 0 1670 SITEONE LANDSCAPE SUPPLY INC COM 82982L103 205853 1230 SH SOLE 0 0 1230 SKYWORKS SOLUTIONS INC COM 83088M102 3519942 31800 SH SOLE 31800 0 0 STARBUCKS CORP COM 855244109 2898892 29264 SH SOLE 29264 0 0 STRYKER CORPORATION COM 863667101 16884291 55342 SH SOLE 49882 0 5460 SYSCO CORP COM 871829107 654815 8825 SH SOLE 8825 0 0 TJX COS INC NEW COM 872540109 2052596 24208 SH SOLE 24208 0 0 TARGET CORP COM 87612E106 397283 3012 SH SOLE 3012 0 0 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 895553 5151 SH SOLE 5151 0 0 TESLA INC COM 88160R101 2943080 11243 SH SOLE 11243 0 0 TEXAS INSTRS INC COM 882508104 1546192 8589 SH SOLE 8489 0 100 SCHWAB CHARLES CORP COM 808513105 4411915 77839 SH SOLE 77839 0 0 SOUTHERN CO COM 842587107 790734 11256 SH SOLE 11256 0 0 THERMO FISHER SCIENTIFIC INC COM 883556102 6384655 12237 SH SOLE 10787 0 1450 TOTALENERGIES SE SPONSORED ADS 89151E109 1089972 18910 SH SOLE 16410 0 2500 TRAVELERS COMPANIES INC COM 89417E109 336032 1935 SH SOLE 1935 0 0 TRUIST FINL CORP COM 89832Q109 1738327 57276 SH SOLE 57276 0 0 US BANCORP DEL COM NEW 902973304 301160 9115 SH SOLE 9115 0 0 UNION PAC CORP COM 907818108 11809439 57714 SH SOLE 57529 0 185 UNITED PARCEL SERVICE INC CL B 911312106 19436974 108435 SH SOLE 102035 0 6400 UNITEDHEALTH GROUP INC COM 91324P102 17756284 36943 SH SOLE 34808 0 2135 UNIVERSAL INS HLDGS INC COM 91359V107 154300 10000 SH SOLE 10000 0 0 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 635641 7607 SH SOLE 707 0 6900 VERIZON COMMUNICATIONS INC COM 92343V104 3651909 98196 SH SOLE 89146 0 9050 VISA INC COM CL A 92826C839 260753 1098 SH SOLE 1098 0 0 VULCAN MATLS CO COM 929160109 205376 911 SH SOLE 911 0 0 WALMART INC COM 931142103 13458223 85623 SH SOLE 77773 0 7850 DISNEY WALT CO COM 254687106 6045149 67710 SH SOLE 62635 0 5075 WELLS FARGO CO NEW COM 949746101 1359273 31848 SH SOLE 21848 0 10000 WEYERHAEUSER CO MTN BE COM NEW 962166104 371257 11079 SH SOLE 11079 0 0 YUM BRANDS INC COM 988498101 277100 2000 SH SOLE 2000 0 0 ISHARES TR EAFE VALUE ETF 464288877 265108 5417 SH SOLE 5417 0 0 EA SERIES TRUST EUCLIDEAN FUNDAM 02072L466 438455 15863 SH SOLE 15863 0 0 ISHARES TR CORE S&P MCP ETF 464287507 1183720 4527 SH SOLE 4527 0 0 ISHARES TR MSCI USA QLT FCT 46432F339 295500 2191 SH SOLE 2191 0 0 ISHARES TR S&P 100 ETF 464287101 217413 1050 SH SOLE 1050 0 0 ISHARES TR SP SMCP600VL ETF 464287879 217946 2292 SH SOLE 2292 0 0 ISHARES TR SELECT DIVID ETF 464287168 670283 5916 SH SOLE 5916 0 0 ISHARES TR RUS 2000 GRW ETF 464287648 229314 945 SH SOLE 945 0 0 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 2270787 15175 SH SOLE 15115 0 60 SPDR GOLD TR GOLD SHS 78463V107 314647 1765 SH SOLE 1765 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 8945834 20181 SH SOLE 20181 0 0 VANGUARD INDEX FDS GROWTH ETF 922908736 1427816 5046 SH SOLE 5046 0 0 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 668241 6300 SH SOLE 6300 0 0 VANGUARD INDEX FDS SM CP VAL ETF 922908611 392494 2373 SH SOLE 2373 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 309934 1407 SH SOLE 1407 0 0