Marvin & Palmer Associates
Latest statistics and disclosures from Marvin & Palmer Associates's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AMZN, GS, AMP, KKR, IBKR, and represent 28.85% of Marvin & Palmer Associates's stock portfolio.
- Added to shares of these 10 stocks: AMZN (+$8.3M), AMP (+$7.3M), BX (+$7.0M), MS (+$6.8M), ORCL (+$6.2M), QQQ, NOW, LOW, AAPL, MRVL.
- Started 10 new stock positions in ORCL, MS, QQQ, NOW, BX, MRVL, AMP, LITE, LOW, AMZN.
- Reduced shares in these 10 stocks: , , CSL (-$6.1M), IJR, ICE, , BRO, , VTV, URI.
- Sold out of its positions in ABBV, GOOGL, BRO, CSL, ICE, FXI, IJR, INDA, EWS, EWM. EWJ, SPY, XBI, VTV, VRTX.
- Marvin & Palmer Associates was a net buyer of stock by $5.8M.
- Marvin & Palmer Associates has $131M in assets under management (AUM), dropping by 9.79%.
- Central Index Key (CIK): 0000860645
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Portfolio Holdings for Marvin & Palmer Associates
Marvin & Palmer Associates holds 27 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Amazon (AMZN) | 6.3 | $8.3M | NEW | 38k | 219.39 |
|
| Goldman Sachs (GS) | 5.8 | $7.6M | -8% | 13k | 572.62 |
|
| Ameriprise Financial (AMP) | 5.6 | $7.3M | NEW | 14k | 532.43 |
|
| Kkr & Co (KKR) | 5.6 | $7.3M | -17% | 49k | 147.91 |
|
| Interactive Brokers Group Com Cl A (IBKR) | 5.6 | $7.3M | -15% | 41k | 176.67 |
|
| Blackstone Group Inc Com Cl A (BX) | 5.4 | $7.0M | NEW | 41k | 172.42 |
|
| Morgan Stanley Cl A (MS) | 5.2 | $6.8M | NEW | 54k | 125.72 |
|
| Parker-Hannifin Corporation (PH) | 5.0 | $6.6M | +11% | 10k | 636.03 |
|
| Oracle Corporation (ORCL) | 4.7 | $6.2M | NEW | 37k | 166.64 |
|
| NVIDIA Corporation (NVDA) | 4.7 | $6.2M | 46k | 134.29 |
|
|
| Intuitive Surgical Com New (ISRG) | 4.7 | $6.1M | 12k | 521.96 |
|
|
| Apple (AAPL) | 4.6 | $6.1M | +87% | 24k | 250.42 |
|
| Metropcs Communications (TMUS) | 3.8 | $5.0M | +56% | 23k | 220.73 |
|
| Trane Technologies SHS (TT) | 3.7 | $4.8M | +58% | 13k | 369.35 |
|
| Invesco Qqq Trust Series 1 Etf (QQQ) | 3.6 | $4.8M | NEW | 9.3k | 511.23 |
|
| Hilton Worldwide Holdings (HLT) | 2.6 | $3.4M | -10% | 14k | 247.16 |
|
| Costco Wholesale Corporation (COST) | 2.6 | $3.3M | 3.6k | 916.27 |
|
|
| Servicenow (NOW) | 2.5 | $3.2M | NEW | 3.0k | 1060.12 |
|
| Facebook Inc cl a (META) | 2.4 | $3.2M | 5.4k | 585.51 |
|
|
| JPMorgan Chase & Co. (JPM) | 2.3 | $3.1M | 13k | 239.71 |
|
|
| United Rentals (URI) | 2.2 | $2.9M | -49% | 4.1k | 704.44 |
|
| Lowe's Companies (LOW) | 2.2 | $2.9M | NEW | 12k | 246.80 |
|
| Select Sector Spdr Tr Financial (XLF) | 2.2 | $2.9M | +853% | 60k | 48.33 |
|
| Marvell Technology (MRVL) | 2.0 | $2.7M | NEW | 24k | 110.45 |
|
| Grupo Financiero Galicia Sa Sponsored Adr (GGAL) | 1.9 | $2.5M | +84% | 39k | 62.32 |
|
| Lumentum Hldgs (LITE) | 1.5 | $1.9M | NEW | 23k | 83.95 |
|
| Sea Sponsored Adr (SE) | 1.3 | $1.7M | 17k | 106.10 |
|
Past Filings by Marvin & Palmer Associates
SEC 13F filings are viewable for Marvin & Palmer Associates going back to 2011
- Marvin & Palmer Associates 2024 Q4 filed Feb. 7, 2025
- Marvin & Palmer Associates 2024 Q3 filed Nov. 13, 2024
- Marvin & Palmer Associates 2024 Q2 filed Aug. 13, 2024
- Marvin & Palmer Associates 2024 Q1 filed May 13, 2024
- Marvin & Palmer Associates 2023 Q3 filed Nov. 13, 2023
- Marvin & Palmer Associates 2023 Q2 filed Aug. 11, 2023
- Marvin & Palmer Associates 2023 Q1 filed May 12, 2023
- Marvin & Palmer Associates 2022 Q4 filed Feb. 14, 2023
- Marvin & Palmer Associates 2022 Q3 filed Nov. 14, 2022
- Marvin & Palmer Associates 2022 Q2 filed Aug. 9, 2022
- Marvin & Palmer Associates 2022 Q1 filed May 11, 2022
- Marvin & Palmer Associates 2021 Q4 filed Feb. 10, 2022
- Marvin & Palmer Associates 2021 Q3 filed Nov. 12, 2021
- Marvin & Palmer Associates 2021 Q2 filed Aug. 12, 2021
- Marvin & Palmer Associates 2021 Q1 filed June 24, 2021
- Marvin & Palmer Associates 2020 Q4 filed Feb. 12, 2021