Marvin & Palmer Associates

Marvin & Palmer Associates as of Sept. 30, 2012

Portfolio Holdings for Marvin & Palmer Associates

Marvin & Palmer Associates holds 73 positions in its portfolio as reported in the September 2012 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 6.5 $16M 24k 667.11
Agrium 4.6 $11M 109k 103.46
Biogen Idec (BIIB) 4.3 $10M 69k 149.21
Fomento Economico Mexicano SAB (FMX) 3.7 $9.1M 99k 91.98
Abbott Laboratories (ABT) 3.6 $8.7M 126k 68.56
Amazon (AMZN) 3.5 $8.6M 34k 254.31
Companhia de Bebidas das Americas 3.5 $8.5M 223k 38.27
Alexion Pharmaceuticals 3.4 $8.1M 71k 114.41
Costco Wholesale Corporation (COST) 3.0 $7.4M 74k 100.16
Qualcomm (QCOM) 2.7 $6.6M 106k 62.47
Union Pacific Corporation (UNP) 2.6 $6.3M 53k 118.70
MasterCard Incorporated (MA) 2.2 $5.3M 12k 451.50
Wal-Mart Stores (WMT) 2.1 $5.1M 69k 73.79
Home Depot (HD) 1.8 $4.5M 74k 60.37
eBay (EBAY) 1.8 $4.3M 88k 48.37
Baidu (BIDU) 1.7 $4.2M 36k 116.88
Google 1.7 $4.1M 5.5k 754.46
ICICI Bank (IBN) 1.6 $4.0M 99k 40.14
Philip Morris International (PM) 1.6 $3.8M 43k 89.94
TJX Companies (TJX) 1.6 $3.8M 84k 44.79
Time Warner Cable 1.5 $3.7M 39k 95.06
Monsanto Company 1.5 $3.7M 41k 91.03
Whole Foods Market 1.5 $3.6M 37k 97.39
Amgen (AMGN) 1.5 $3.6M 43k 84.30
Intuitive Surgical (ISRG) 1.4 $3.5M 7.1k 495.64
Petroleo Brasileiro SA (PBR) 1.4 $3.5M 152k 22.94
America Movil Sab De Cv spon adr l 1.4 $3.3M 130k 25.44
At&t (T) 1.4 $3.3M 88k 37.70
Visa (V) 1.3 $3.1M 23k 134.27
U.S. Bancorp (USB) 1.2 $2.9M 84k 34.29
Wells Fargo & Company (WFC) 1.1 $2.7M 79k 34.53
Banco Bradesco SA (BBD) 1.1 $2.7M 170k 16.07
Roper Industries (ROP) 1.1 $2.6M 23k 109.87
Discovery Communications 1.0 $2.5M 41k 59.61
Exxon Mobil Corporation (XOM) 1.0 $2.4M 26k 91.46
Oracle Corporation (ORCL) 0.9 $2.3M 74k 31.45
EMC Corporation 0.9 $2.3M 83k 27.27
M&T Bank Corporation (MTB) 0.9 $2.2M 23k 95.14
Coca-Cola Company (KO) 0.9 $2.1M 56k 37.94
Colgate-Palmolive Company (CL) 0.9 $2.1M 20k 107.20
CVS Caremark Corporation (CVS) 0.8 $2.1M 43k 48.41
Cummins (CMI) 0.8 $2.0M 22k 92.23
Walt Disney Company (DIS) 0.8 $2.0M 38k 52.28
Citrix Systems 0.8 $1.9M 25k 76.54
McKesson Corporation (MCK) 0.8 $1.9M 23k 86.04
Canadian Natl Ry (CNI) 0.8 $1.9M 22k 88.25
Microsoft Corporation (MSFT) 0.8 $1.8M 62k 29.76
Via 0.7 $1.8M 33k 53.58
Allstate Corporation (ALL) 0.7 $1.8M 45k 39.60
Nike (NKE) 0.7 $1.7M 18k 94.89
Marathon Petroleum Corp (MPC) 0.7 $1.7M 31k 54.59
Ross Stores (ROST) 0.6 $1.5M 23k 64.57
Ecopetrol (EC) 0.6 $1.5M 26k 58.94
McDonald's Corporation (MCD) 0.6 $1.5M 16k 91.78
W.W. Grainger (GWW) 0.6 $1.5M 7.2k 208.39
Caterpillar (CAT) 0.6 $1.5M 17k 86.06
National-Oilwell Var 0.6 $1.4M 18k 80.11
Ametek (AME) 0.6 $1.4M 39k 35.45
Verizon Communications (VZ) 0.5 $1.3M 29k 45.59
Accenture (ACN) 0.5 $1.3M 18k 70.06
Merck & Co (MRK) 0.5 $1.2M 28k 45.09
CF Industries Holdings (CF) 0.5 $1.2M 5.4k 222.24
Ace Limited Cmn 0.5 $1.2M 16k 75.58
T. Rowe Price (TROW) 0.5 $1.1M 17k 63.30
United Technologies Corporation 0.4 $1.1M 14k 78.32
Amphenol Corporation (APH) 0.4 $1.1M 18k 58.89
Dollar General (DG) 0.4 $1.1M 21k 51.52
Halliburton Company (HAL) 0.4 $1.0M 30k 33.68
Chevron Corporation (CVX) 0.3 $758k 6.5k 116.62
Vale (VALE) 0.3 $707k 40k 17.90
Hca Holdings (HCA) 0.3 $672k 20k 33.27
Schlumberger (SLB) 0.2 $398k 5.5k 72.36
Telefonica Brasil Sa 0.1 $371k 17k 21.76