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

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

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