Marvin & Palmer Associates as of March 31, 2018
Portfolio Holdings for Marvin & Palmer Associates
Marvin & Palmer Associates holds 43 positions in its portfolio as reported in the March 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Texas Instruments Incorporated (TXN) | 5.1 | $4.9M | 47k | 104.44 | |
| Cme (CME) | 5.0 | $4.9M | 33k | 146.04 | |
| Charles Schwab Corporation (SCHW) | 5.0 | $4.8M | 94k | 51.37 | |
| Parker-Hannifin Corporation (PH) | 4.7 | $4.6M | 23k | 199.59 | |
| BlackRock (BLK) | 4.7 | $4.5M | 8.8k | 513.75 | |
| Align Technology (ALGN) | 4.2 | $4.0M | 18k | 222.17 | |
| Paypal Holdings (PYPL) | 4.0 | $3.9M | 52k | 73.63 | |
| Blackstone | 3.8 | $3.7M | 115k | 32.02 | |
| CBOE Holdings (CBOE) | 3.8 | $3.7M | 29k | 124.59 | |
| Westlake Chemical Corporation (WLK) | 3.6 | $3.5M | 33k | 106.54 | |
| Lam Research Corporation (LRCX) | 3.6 | $3.5M | 19k | 184.07 | |
| JPMorgan Chase & Co. (JPM) | 3.5 | $3.4M | 32k | 106.93 | |
| Amphenol Corporation (APH) | 3.5 | $3.4M | 38k | 87.80 | |
| L3 Technologies | 3.4 | $3.3M | 17k | 197.86 | |
| Union Pacific Corporation (UNP) | 3.3 | $3.2M | 24k | 134.09 | |
| Marriott International (MAR) | 3.3 | $3.2M | 23k | 135.72 | |
| Home Depot (HD) | 3.3 | $3.2M | 17k | 189.55 | |
| Hilton Worldwide Holdings (HLT) | 3.2 | $3.1M | 39k | 79.87 | |
| Honeywell International (HON) | 3.1 | $3.0M | 20k | 153.36 | |
| Visa (V) | 3.1 | $3.0M | 26k | 114.03 | |
| CIGNA Corporation | 3.1 | $2.9M | 15k | 203.07 | |
| UnitedHealth (UNH) | 2.9 | $2.8M | 13k | 220.48 | |
| Adobe Systems Incorporated (ADBE) | 2.6 | $2.6M | 15k | 175.24 | |
| iShares MSCI Cntry Asa Jpn Idx Fnd (AAXJ) | 2.6 | $2.5M | 33k | 76.28 | |
| iShares MSCI South Korea Index Fund (EWY) | 1.6 | $1.6M | 21k | 74.91 | |
| Vaneck Vectors Etf Tr vietnam etf (VNM) | 1.6 | $1.5M | 85k | 17.88 | |
| iShares MSCI Germany Index Fund (EWG) | 1.4 | $1.4M | 41k | 33.01 | |
| Ishares Inc msci india index (INDA) | 1.3 | $1.3M | 35k | 36.07 | |
| SPDR S&P Biotech (XBI) | 1.3 | $1.2M | 15k | 84.84 | |
| iShares MSCI Sweden Index (EWD) | 1.0 | $1.0M | 30k | 33.91 | |
| iShares MSCI Netherlands Investable (EWN) | 1.0 | $926k | 29k | 31.73 | |
| Global X Fds glb x lithium (LIT) | 1.0 | $922k | 24k | 38.77 | |
| Ishares Inc etp (EWT) | 0.8 | $821k | 23k | 36.20 | |
| SPDR KBW Regional Banking (KRE) | 0.1 | $88k | 1.5k | 58.86 | |
| Cummins (CMI) | 0.1 | $48k | 270.00 | 177.78 | |
| Amazon (AMZN) | 0.1 | $47k | 40.00 | 1175.00 | |
| Facebook Inc cl a (META) | 0.1 | $44k | 250.00 | 176.00 | |
| J.B. Hunt Transport Services (JBHT) | 0.0 | $41k | 355.00 | 115.49 | |
| MSCI Indonesia Investable Market Ind (EIDO) | 0.0 | $28k | 975.00 | 28.72 | |
| Lumentum Hldgs (LITE) | 0.0 | $33k | 680.00 | 48.53 | |
| Fabrinet (FN) | 0.0 | $17k | 595.00 | 28.57 | |
| Oclaro | 0.0 | $14k | 2.1k | 6.73 | |
| Acacia Communications | 0.0 | $12k | 345.00 | 34.78 |
