Marvin & Palmer Associates

Latest statistics and disclosures from Marvin & Palmer Associates's latest quarterly 13F-HR filing:

Companies in the Marvin & Palmer Associates portfolio as of June 2017 quarter

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
CME (CME) 5.44 +100% 57278 125.23
Charles Schwab Corporation (SCHW) 5.25 161320 42.96
Blackstone (BX) 5.07 200515 33.35
Facebook Inc cl a 4.99 43585 150.97
Lam Research Corporation (LRCX) 4.93 -14% 46020 141.44
Cummins (CMI) 4.84 +13% 39320 162.21
Parker-Hannifin Corporation (PH) 4.70 +12% 38775 159.82
Texas Instruments Incorporated (TXN) 4.69 -8% 80380 76.93
Amazon (AMZN) 4.32 +20% 5894 967.93
Lumentum Hldgs 3.65 -36% 84460 57.04
Zions Bancorporation (ZION) 3.60 108280 43.91
Eaton 3.58 +26% 60680 77.83
Union Pacific Corporation (UNP) 3.52 +56% 42590 108.90
JPMorgan Chase & Co. (JPM) 3.48 50165 91.40
Align Technology (ALGN) 3.44 30205 150.11
Amphenol Corporation (APH) 3.39 +26% 60505 73.81
BlackRock (BLK) 3.27 -28% 10218 422.39
Comcast Corporation (CMCSA) 3.12 +29% 105640 38.92
Alphabet Inc Class A cs 3.10 +31% 4402 929.58
Visa (V) 2.94 NEW 41380 93.79
UnitedHealth (UNH) 2.84 20200 185.40
Comerica Incorporated (CMA) 2.79 50310 73.25
Fabrinet shs 2.28 -44% 70585 42.66
SPDR KBW Regional Banking (KRE) 2.22 -2% 53300 54.95
L3 Technologies 1.87 -38% 14745 167.11
iShares MSCI Cntry Asa Jpn Idx Fnd (AAXJ) 1.69 +72% 33075 67.45
Broadcom Limited 1.33 NEW 7500 233.07
Ishares Inc etp 0.96 NEW 35325 35.75
iShares MSCI South Korea Index Fund (EWY) 0.95 NEW 18540 67.80
iShares MSCI Germany Index Fund (EWG) 0.91 NEW 39620 30.26
Vaneck Vectors Etf Tr vietnam etf 0.69 -2% 61065 14.93
Applied Optoelectronics 0.16 NEW 3350 61.79

Past 13F-HR SEC Filings by Marvin & Palmer Associates

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