0001062993-24-001911.txt : 20240205 0001062993-24-001911.hdr.sgml : 20240205 20240205114715 ACCESSION NUMBER: 0001062993-24-001911 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20231231 FILED AS OF DATE: 20240205 DATE AS OF CHANGE: 20240205 EFFECTIVENESS DATE: 20240205 FILER: COMPANY DATA: COMPANY CONFORMED NAME: MARCO INVESTMENT MANAGEMENT LLC CENTRAL INDEX KEY: 0001080493 ORGANIZATION NAME: 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: 24594647 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 12-31-2023 12-31-2023 false 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 02-02-2024 0 206 976134219 false INFORMATION TABLE 2 form13fInfoTable.xml FORM 13F INFORMATION TABLE 3M CO COM 88579Y101 247610 2265 SH SOLE 2265 0 0 AAON INC COM PAR $0.004 000360206 342683 4639 SH SOLE 0 0 4639 AFLAC INC COM 001055102 7716885 93538 SH SOLE 80138 0 13400 AGCO CORP COM 001084102 1529766 12600 SH SOLE 6100 0 6500 APA CORPORATION COM 03743Q108 2296751 64012 SH SOLE 64012 0 0 AT&T INC COM 00206R102 659152 39282 SH SOLE 39282 0 0 ABBOTT LABS COM 002824100 7551352 68605 SH SOLE 63005 0 5600 ABBVIE INC COM 00287Y109 19685219 127026 SH SOLE 121226 0 5800 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 3577527 10195 SH SOLE 7595 0 2600 ACUITY BRANDS INC COM 00508Y102 308269 1505 SH SOLE 1505 0 0 ADOBE INC COM 00724F101 256538 430 SH SOLE 430 0 0 ADVANCED MICRO DEVICES INC COM 007903107 13531501 91795 SH SOLE 91795 0 0 AKAMAI TECHNOLOGIES INC COM 00971T101 1121366 9475 SH SOLE 9475 0 0 ALPHABET INC CAP STK CL A 02079K305 9044369 64746 SH SOLE 64746 0 0 ALPHABET INC CAP STK CL C 02079K107 1793052 12723 SH SOLE 12723 0 0 ALTAIR ENGR INC COM CL A 021369103 247822 2945 SH SOLE 0 0 2945 ALTRIA GROUP INC COM 02209S103 531036 13164 SH SOLE 13164 0 0 AMAZON COM INC COM 023135106 2007127 13210 SH SOLE 13210 0 0 AMERICAN EXPRESS CO COM 025816109 13860163 73984 SH SOLE 69034 0 4950 AMGEN INC COM 031162100 10400114 36109 SH SOLE 34459 0 1650 APPLE INC COM 037833100 53313097 276908 SH SOLE 266648 0 10260 APPLIED MATLS INC COM 038222105 5873417 36240 SH SOLE 36240 0 0 AUTOMATIC DATA PROCESSING IN COM 053015103 328022 1408 SH SOLE 1408 0 0 AUTOZONE INC COM 053332102 5210004 2015 SH SOLE 2015 0 0 BHP GROUP LTD SPONSORED ADS 088606108 3112477 45564 SH SOLE 37964 0 7600 BANK AMERICA CORP COM 060505104 3289795 97707 SH SOLE 97707 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 839934 2355 SH SOLE 2355 0 0 BOEING CO COM 097023105 557291 2138 SH SOLE 2138 0 0 BRISTOL-MYERS SQUIBB CO COM 110122108 1819299 35457 SH SOLE 35457 0 0 BROADCOM INC COM 11135F101 50031441 44821 SH SOLE 42771 0 2050 BROADRIDGE FINL SOLUTIONS IN COM 11133T103 370350 1800 SH SOLE 1800 0 0 CSX CORP COM 126408103 1418974 40928 SH SOLE 40928 0 0 CVS HEALTH CORP COM 126650100 11464834 145198 SH SOLE 138098 0 7100 CARRIER GLOBAL CORPORATION COM 14448C104 419385 7300 SH SOLE 7300 0 0 CASELLA WASTE SYS INC CL A 147448104 294837 3450 SH SOLE 0 0 3450 CATERPILLAR INC COM 149123101 21756286 73583 SH SOLE 68458 0 5125 CHEVRON CORP NEW COM 166764100 1572743 10544 SH SOLE 10544 0 0 CHURCH & DWIGHT CO INC COM 171340102 382968 4050 SH SOLE 4050 0 0 THE CIGNA GROUP COM 125523100 22551580 75310 SH SOLE 73085 0 2225 CISCO SYS INC COM 17275R102 16078293 318256 SH SOLE 302756 0 15500 CITIGROUP INC COM NEW 172967424 494441 9612 SH SOLE 9612 0 0 COCA COLA CO COM 191216100 16975788 288067 SH SOLE 288067 0 0 COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 3630727 48070 SH SOLE 45070 0 3000 CONOCOPHILLIPS COM 20825C104 11678731 100618 SH SOLE 94218 0 6400 CONSTELLATION BRANDS INC CL A 21036P108 1740842 7201 SH SOLE 7201 0 0 CONSTRUCTION PARTNERS INC COM CL A 21044C107 224781 5165 SH SOLE 0 0 5165 SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 202413 1132 SH SOLE 1132 0 0 CORTEVA INC COM 22052L104 1103023 23018 SH SOLE 23018 0 0 COSTCO WHSL CORP NEW COM 22160K105 27683095 41939 SH SOLE 39339 0 2600 CUMMINS INC COM 231021106 228789 955 SH SOLE 955 0 0 DARDEN RESTAURANTS INC COM 237194105 1511560 9200 SH SOLE 9200 0 0 DARIOHEALTH CORP COM NEW 23725P209 33110 19250 SH SOLE 19250 0 0 DEERE & CO COM 244199105 525429 1314 SH SOLE 1314 0 0 DESCARTES SYS GROUP INC COM 249906108 297993 3545 SH SOLE 0 0 3545 DEXCOM INC COM 252131107 471542 3800 SH SOLE 3800 0 0 DIGITAL RLTY TR INC COM 253868103 1796643 13350 SH SOLE 13350 0 0 DOLLAR GEN CORP NEW COM 256677105 2815117 20707 SH SOLE 20707 0 0 DOMINION ENERGY INC COM 25746U109 683333 14539 SH SOLE 7739 0 6800 DOVER CORP COM 260003108 909632 5914 SH SOLE 5914 0 0 DOW INC COM 260557103 2499772 45583 SH SOLE 45583 0 0 DUPONT DE NEMOURS INC COM 26614N102 1256652 16335 SH SOLE 12335 0 4000 DUKE ENERGY CORP NEW COM NEW 26441C204 5117113 52732 SH SOLE 46932 0 5800 EOG RES INC COM 26875P101 3542988 29293 SH SOLE 29293 0 0 EATON CORP PLC SHS G29183103 1773639 7365 SH SOLE 5365 0 2000 EBAY INC. COM 278642103 443615 10170 SH SOLE 10170 0 0 ELECTRONIC ARTS INC COM 285512109 279092 2040 SH SOLE 2040 0 0 SELECT SECTOR SPDR TR ENERGY 81369Y506 698136 8327 SH SOLE 8327 0 0 ENERGY TRANSFER L P COM UT LTD PTN 29273V100 273088 19789 SH SOLE 19789 0 0 ENTERPRISE PRODS PARTNERS L COM 293792107 13692909 519655 SH SOLE 499655 0 20000 EXACT SCIENCES CORP COM 30063P105 6161424 83285 SH SOLE 80185 0 3100 EXPEDIA GROUP INC COM NEW 30212P303 3492233 23007 SH SOLE 23007 0 0 EXPEDITORS INTL WASH INC COM 302130109 464280 3650 SH SOLE 3650 0 0 EXPONENT INC COM 30214U102 248361 2821 SH SOLE 26 0 2795 EXTRA SPACE STORAGE INC COM 30225T102 222859 1390 SH SOLE 1390 0 0 EXXON MOBIL CORP COM 30231G102 5781244 57824 SH SOLE 57824 0 0 SELECT SECTOR SPDR TR FINANCIAL 81369Y605 1041482 27699 SH SOLE 27699 0 0 FIRSTSERVICE CORP NEW COM 33767E202 244756 1510 SH SOLE 0 0 1510 GENERAL MLS INC COM 370334104 1399728 21488 SH SOLE 21488 0 0 GENUINE PARTS CO COM 372460105 2400898 17335 SH SOLE 17335 0 0 GILEAD SCIENCES INC COM 375558103 2101156 25937 SH SOLE 25937 0 0 GLOBAL PMTS INC COM 37940X102 6590284 51892 SH SOLE 51692 0 200 GOLDMAN SACHS GROUP INC COM 38141G104 19862912 51489 SH SOLE 48414 0 3075 GRACO INC COM 384109104 399096 4600 SH SOLE 4600 0 0 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 947023 6944 SH SOLE 6944 0 0 HOME DEPOT INC COM 437076102 19387740 55945 SH SOLE 55870 0 75 HONEYWELL INTL INC COM 438516106 8835711 42133 SH SOLE 42008 0 125 HUMANA INC COM 444859102 915620 2000 SH SOLE 2000 0 0 IAC INC COM NEW 44891N208 983644 18779 SH SOLE 18779 0 0 ISHARES TR ISHARES BIOTECH 464287556 568668 4186 SH SOLE 4186 0 0 ISHARES TR U.S. TECH ETF 464287721 208675 1700 SH SOLE 1700 0 0 INMODE LTD SHS M5425M103 268326 12065 SH SOLE 11615 0 450 INTERNATIONAL BUSINESS MACHS COM 459200101 1584636 9689 SH SOLE 9689 0 0 INTEL CORP COM 458140100 9238010 183841 SH SOLE 177041 0 6800 INTERNATIONAL FLAVORS&FRAGRA COM 459506101 1908625 23572 SH SOLE 23572 0 0 INVESCO QQQ TR UNIT SER 1 46090E103 2636490 6438 SH SOLE 6438 0 0 JPMORGAN CHASE & CO COM 46625H100 27753176 163158 SH SOLE 155608 0 7550 JACOBS SOLUTIONS INC COM 46982L108 3885563 29935 SH SOLE 29935 0 0 JOHNSON & JOHNSON COM 478160104 4631354 29548 SH SOLE 26348 0 3200 KLA CORP COM NEW 482480100 13604745 23404 SH SOLE 21529 0 1875 KEURIG DR PEPPER INC COM 49271V100 688058 20650 SH SOLE 20650 0 0 KIMBERLY-CLARK CORP COM 494368103 1726657 14210 SH SOLE 14210 0 0 L3HARRIS TECHNOLOGIES INC COM 502431109 4973159 23612 SH SOLE 19062 0 4550 LKQ CORP COM 501889208 347051 7262 SH SOLE 7262 0 0 LAM RESEARCH CORP COM 512807108 12568973 16047 SH SOLE 16047 0 0 ELI LILLY & CO COM 532457108 1299912 2230 SH SOLE 2230 0 0 LOWES COS INC COM 548661107 23655285 106292 SH SOLE 106292 0 0 LULULEMON ATHLETICA INC COM 550021109 303195 593 SH SOLE 593 0 0 LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 19223274 202180 SH SOLE 195380 0 6800 MAGNA INTL INC COM 559222401 5515118 93350 SH SOLE 88050 0 5300 MARRIOTT INTL INC NEW CL A 571903202 224833 997 SH SOLE 997 0 0 MARTIN MARIETTA MATLS INC COM 573284106 236982 475 SH SOLE 475 0 0 MARVELL TECHNOLOGY INC COM 573874104 6603945 109500 SH SOLE 109500 0 0 MASTERCARD INCORPORATED CL A 57636Q104 235434 552 SH SOLE 552 0 0 MCDONALDS CORP COM 580135101 3844845 12967 SH SOLE 9867 0 3100 MCKESSON CORP COM 58155Q103 317604 686 SH SOLE 686 0 0 MEDTRONIC PLC SHS G5960L103 8138485 98792 SH SOLE 90592 0 8200 MERCK & CO INC COM 58933Y105 10055678 92237 SH SOLE 84837 0 7400 META PLATFORMS INC CL A 30303M102 4070894 11501 SH SOLE 11501 0 0 MICROSOFT CORP COM 594918104 29589083 78686 SH SOLE 73486 0 5200 MONDELEZ INTL INC CL A 609207105 300947 4155 SH SOLE 4155 0 0 MOSAIC CO NEW COM 61945C103 2077700 58150 SH SOLE 58150 0 0 NXP SEMICONDUCTORS N V COM N6596X109 16930861 73715 SH SOLE 72090 0 1625 NIKE INC CL B 654106103 209214 1927 SH SOLE 1927 0 0 NORTHROP GRUMMAN CORP COM 666807102 7560461 16150 SH SOLE 16150 0 0 NOVANTA INC COM 67000B104 249247 1480 SH SOLE 0 0 1480 NOVARTIS AG SPONSORED ADR 66987V109 1390357 13770 SH SOLE 13770 0 0 NOVO-NORDISK A S ADR 670100205 667253 6450 SH SOLE 6450 0 0 NUCOR CORP COM 670346105 316057 1816 SH SOLE 1816 0 0 NUTRIEN LTD COM 67077M108 332406 5900 SH SOLE 5900 0 0 NUVEEN S&P 500 BUY-WRITE INC COM 6706ER101 260449 20300 SH SOLE 20300 0 0 NVIDIA CORPORATION COM 67066G104 2594458 5239 SH SOLE 5239 0 0 ONEOK INC NEW COM 682680103 246262 3507 SH SOLE 3507 0 0 ORACLE CORP COM 68389X105 11781275 111745 SH SOLE 107345 0 4400 PALO ALTO NETWORKS INC COM 697435105 15616550 52959 SH SOLE 52834 0 125 PARAMOUNT GLOBAL CLASS B COM 92556H206 377515 25525 SH SOLE 25525 0 0 PAYPAL HLDGS INC COM 70450Y103 2369136 38579 SH SOLE 38579 0 0 PENTAIR PLC SHS G7S00T104 501699 6900 SH SOLE 6900 0 0 PEPSICO INC COM 713448108 557075 3280 SH SOLE 3280 0 0 PERMIANVILLE RTY TR TR UNIT 71425H100 17280 12000 SH SOLE 12000 0 0 PFIZER INC COM 717081103 3908530 135760 SH SOLE 126760 0 9000 PHILIP MORRIS INTL INC COM 718172109 316956 3369 SH SOLE 3369 0 0 PHILLIPS 66 COM 718546104 9890305 74285 SH SOLE 68785 0 5500 PROCTER AND GAMBLE CO COM 742718109 8873290 60552 SH SOLE 54952 0 5600 QUALCOMM INC COM 747525103 28624302 197914 SH SOLE 190664 0 7250 QUANTA SVCS INC COM 74762E102 3424530 15869 SH SOLE 15869 0 0 RBC BEARINGS INC COM 75524B104 216516 760 SH SOLE 0 0 760 RPM INTL INC COM 749685103 962474 8622 SH SOLE 8622 0 0 RTX CORPORATION COM 75513E101 1083976 12883 SH SOLE 12883 0 0 REALTY INCOME CORP COM 756109104 3567964 62138 SH SOLE 59638 0 2500 ROLLINS INC COM 775711104 917070 21000 SH SOLE 21000 0 0 ROPER TECHNOLOGIES INC COM 776696106 4608322 8453 SH SOLE 8453 0 0 ROSS STORES INC COM 778296103 636594 4600 SH SOLE 4600 0 0 S&P GLOBAL INC COM 78409V104 220260 500 SH SOLE 500 0 0 SPS COMM INC COM 78463M107 304329 1570 SH SOLE 0 0 1570 STMICROELECTRONICS N V NY REGISTRY 861012102 1107873 22100 SH SOLE 22100 0 0 SALESFORCE INC COM 79466L302 13346198 50719 SH SOLE 47069 0 3650 SCHLUMBERGER LTD COM STK 806857108 701083 13472 SH SOLE 13472 0 0 SHELL PLC SPON ADS 780259305 246421 3745 SH SOLE 3745 0 0 SIMPSON MFG INC COM 829073105 330627 1670 SH SOLE 0 0 1670 STARBUCKS CORP COM 855244109 2949907 30725 SH SOLE 30725 0 0 STRYKER CORPORATION COM 863667101 16493658 55078 SH SOLE 50478 0 4600 SYSCO CORP COM 871829107 645372 8825 SH SOLE 8825 0 0 TJX COS INC NEW COM 872540109 2404350 25630 SH SOLE 25630 0 0 TARGET CORP COM 87612E106 428969 3012 SH SOLE 3012 0 0 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 1063837 5527 SH SOLE 5527 0 0 TESLA INC COM 88160R101 4383187 17640 SH SOLE 17640 0 0 TEXAS INSTRS INC COM 882508104 1464081 8589 SH SOLE 8489 0 100 SCHWAB CHARLES CORP COM 808513105 5315626 77262 SH SOLE 77262 0 0 SOUTHERN CO COM 842587107 710806 10137 SH SOLE 10137 0 0 THERMO FISHER SCIENTIFIC INC COM 883556102 6453345 12158 SH SOLE 10708 0 1450 TOTALENERGIES SE SPONSORED ADS 89151E109 1298952 19278 SH SOLE 16778 0 2500 TRAVELERS COMPANIES INC COM 89417E109 368598 1935 SH SOLE 1935 0 0 TRUIST FINL CORP COM 89832Q109 1821042 49324 SH SOLE 49324 0 0 US BANCORP DEL COM NEW 902973304 408390 9436 SH SOLE 9436 0 0 UNION PAC CORP COM 907818108 13639033 55529 SH SOLE 55404 0 125 UNITED PARCEL SERVICE INC CL B 911312106 17106938 108802 SH SOLE 102502 0 6300 UNITEDHEALTH GROUP INC COM 91324P102 19340928 36737 SH SOLE 34637 0 2100 UNIVERSAL INS HLDGS INC COM 91359V107 159800 10000 SH SOLE 10000 0 0 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 675070 7640 SH SOLE 740 0 6900 VERIZON COMMUNICATIONS INC COM 92343V104 3182144 84407 SH SOLE 78407 0 6000 VISA INC COM CL A 92826C839 297059 1141 SH SOLE 1141 0 0 VULCAN MATLS CO COM 929160109 206806 911 SH SOLE 911 0 0 WALMART INC COM 931142103 13871308 87988 SH SOLE 80188 0 7800 DISNEY WALT CO COM 254687106 5876434 65084 SH SOLE 60134 0 4950 WELLS FARGO CO NEW COM 949746101 1363443 27701 SH SOLE 20701 0 7000 WEYERHAEUSER CO MTN BE COM NEW 962166104 382435 10999 SH SOLE 10999 0 0 YUM BRANDS INC COM 988498101 261320 2000 SH SOLE 2000 0 0 ISHARES TR EAFE VALUE ETF 464288877 282226 5417 SH SOLE 5417 0 0 EA SERIES TRUST EUCLIDEAN FUNDAM 02072L466 496036 15863 SH SOLE 15863 0 0 ISHARES TR CORE S&P500 ETF 464287200 495302 1037 SH SOLE 1037 0 0 ISHARES TR CORE S&P MCP ETF 464287507 1346949 4860 SH SOLE 4860 0 0 ISHARES TR S&P 100 ETF 464287101 234560 1050 SH SOLE 1050 0 0 ISHARES TR SP SMCP600VL ETF 464287879 236236 2292 SH SOLE 2292 0 0 ISHARES TR SELECT DIVID ETF 464287168 678235 5786 SH SOLE 5786 0 0 ISHARES TR RUS 2000 GRW ETF 464287648 238348 945 SH SOLE 945 0 0 INVESCO EXCH TRD SLF IDX FD RUSL 1000 DYNM 46138J619 242655 4720 SH SOLE 4720 0 0 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 2246914 14239 SH SOLE 14179 0 60 SPDR GOLD TR GOLD SHS 78463V107 4347206 22740 SH SOLE 22740 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 9717238 20444 SH SOLE 20444 0 0 VANGUARD INDEX FDS GROWTH ETF 922908736 1883000 6057 SH SOLE 6057 0 0 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 703269 6300 SH SOLE 6300 0 0 VANGUARD INDEX FDS LARGE CAP ETF 922908637 204188 936 SH SOLE 936 0 0 VANGUARD INDEX FDS SM CP VAL ETF 922908611 345902 1922 SH SOLE 1922 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 385957 1627 SH SOLE 1627 0 0 VANGUARD INDEX FDS VALUE ETF 922908744 468832 3136 SH SOLE 3136 0 0