Marvin & Palmer Associates
Latest statistics and disclosures from Marvin & Palmer Associates's latest quarterly 13F-HR filing:
- Top 5 stock holdings are ETN, NVDA, IBKR, PH, MSFT, and represent 26.37% of Marvin & Palmer Associates's stock portfolio.
- Added to shares of these 10 stocks: IBKR (+$5.1M), GS, NVDA, CSL, GOOGL, SCHW, SE, AMZN, VRTX, MCK.
- Started 6 new stock positions in SCHW, IBKR, GS, GOOGL, SE, CSL.
- Reduced shares in these 10 stocks: EWJ (-$6.6M), QQQ (-$6.4M), BX, ANET, , MSFT, , , EWW, CAT.
- Sold out of its positions in COR, ANET, BX, CBOE, EWW, V.
- Marvin & Palmer Associates was a net seller of stock by $-13M.
- Marvin & Palmer Associates has $98M in assets under management (AUM), dropping by -3.15%.
- Central Index Key (CIK): 0000860645
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Portfolio Holdings for Marvin & Palmer Associates
Marvin & Palmer Associates holds 28 positions in its portfolio as reported in the June 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Eaton Corporation SHS (ETN) | 5.4 | $5.3M | -3% | 17k | 313.55 |
|
| NVIDIA Corporation (NVDA) | 5.3 | $5.2M | +782% | 51k | 102.36 |
|
| Interactive Brokers Group Com Cl A (IBKR) | 5.2 | $5.1M | NEW | 42k | 122.60 |
|
| Parker-Hannifin Corporation (PH) | 5.2 | $5.1M | -4% | 8.7k | 580.69 |
|
| Microsoft Corporation (MSFT) | 5.2 | $5.1M | -39% | 7.3k | 691.82 |
|
| Goldman Sachs (GS) | 4.8 | $4.7M | NEW | 10k | 452.32 |
|
| Ingersoll Rand (IR) | 4.8 | $4.7M | -2% | 52k | 90.84 |
|
| Carlisle Companies (CSL) | 4.6 | $4.5M | NEW | 11k | 405.21 |
|
| Ameriprise Financial (AMP) | 4.4 | $4.3M | 10k | 427.19 |
|
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| Invesco QQQ ETF Unit Ser 1 (QQQ) | 4.3 | $4.2M | -60% | 3.8k | 1116.87 |
|
| Kkr & Co (KKR) | 4.3 | $4.2M | 42k | 100.53 |
|
|
| SPDR S&P 500 ETF Trust Tr Unit (SPY) | 4.3 | $4.2M | -20% | 6.4k | 658.68 |
|
| iShares Msci Jpn Etf New (EWJ) | 4.1 | $4.0M | -62% | 21k | 189.00 |
|
| Hilton Worldwide Holdings (HLT) | 3.6 | $3.5M | 16k | 218.20 |
|
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| Costco Wholesale Corporation (COST) | 3.5 | $3.4M | 4.0k | 849.99 |
|
|
| Amazon (AMZN) | 3.5 | $3.4M | 17k | 193.25 |
|
|
| United Rentals (URI) | 3.4 | $3.3M | 4.6k | 723.96 |
|
|
| Alphabet Cap Stk Cl A (GOOGL) | 3.2 | $3.1M | NEW | 17k | 182.15 |
|
| Cadence Design Systems (CDNS) | 3.1 | $3.1M | 10k | 307.75 |
|
|
| Charles Schwab Corporation (SCHW) | 3.0 | $3.0M | NEW | 40k | 73.69 |
|
| McKesson Corporation (MCK) | 2.9 | $2.8M | 5.3k | 536.34 |
|
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| Vertex Pharmaceuticals Incorporated (VRTX) | 2.9 | $2.8M | 6.7k | 417.57 |
|
|
| Meta Platforms Cl A (META) | 2.8 | $2.7M | 5.7k | 485.15 |
|
|
| Caterpillar (CAT) | 2.5 | $2.4M | -36% | 7.2k | 333.10 |
|
| iShares TR Msci India Etf (INDA) | 2.2 | $2.1M | -33% | 27k | 78.04 |
|
| VanEck Vectors Vietnam ETF Vaneck Vietnam (VNM) | 0.8 | $787k | 57k | 13.90 |
|
|
| Sea Sponsord Ads (SE) | 0.7 | $699k | NEW | 9.8k | 71.42 |
|
| Applied Materials (AMAT) | 0.0 | $5.1k | +4% | 22k | 0.24 |
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Past Filings by Marvin & Palmer Associates
SEC 13F filings are viewable for Marvin & Palmer Associates going back to 2011
- 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
- Marvin & Palmer Associates 2020 Q3 filed Nov. 12, 2020
- Marvin & Palmer Associates 2020 Q2 filed Aug. 13, 2020