Marvin & Palmer Associates

Marvin & Palmer Associates as of Dec. 31, 2012

Portfolio Holdings for Marvin & Palmer Associates

Marvin & Palmer Associates holds 78 positions in its portfolio as reported in the December 2012 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Fomento Economico Mexicano SAB (FMX) 4.5 $9.9M 98k 100.70
Companhia de Bebidas das Americas 4.2 $9.1M 218k 41.99
Apple (AAPL) 4.1 $9.0M 17k 532.19
Union Pacific Corporation (UNP) 3.6 $7.9M 63k 125.72
eBay (EBAY) 3.3 $7.3M 143k 51.00
Biogen Idec (BIIB) 3.1 $6.9M 47k 146.36
Amazon (AMZN) 2.8 $6.0M 24k 250.88
Qualcomm (QCOM) 2.5 $5.5M 89k 61.86
International Business Machines (IBM) 2.5 $5.4M 28k 191.57
MasterCard Incorporated (MA) 2.4 $5.3M 11k 491.32
Abbott Laboratories (ABT) 2.3 $5.0M 76k 65.50
Costco Wholesale Corporation (COST) 2.1 $4.7M 47k 98.73
Alexion Pharmaceuticals 2.0 $4.4M 47k 93.74
Home Depot (HD) 2.0 $4.3M 70k 61.85
Google 2.0 $4.3M 6.1k 707.33
ICICI Bank (IBN) 2.0 $4.3M 99k 43.61
Petroleo Brasileiro SA (PBR) 1.9 $4.2M 216k 19.47
Discovery Communications 1.9 $4.2M 66k 63.48
Oracle Corporation (ORCL) 1.9 $4.2M 125k 33.32
Cummins (CMI) 1.8 $4.0M 37k 108.36
Monsanto Company 1.7 $3.7M 39k 94.64
Time Warner Cable 1.7 $3.6M 38k 97.20
Amgen (AMGN) 1.6 $3.5M 41k 86.21
Wal-Mart Stores (WMT) 1.5 $3.4M 49k 68.24
Intuitive Surgical (ISRG) 1.5 $3.3M 6.8k 490.33
Whole Foods Market 1.5 $3.2M 36k 91.15
Visa (V) 1.4 $3.0M 20k 151.60
Nike (NKE) 1.3 $2.9M 57k 51.60
America Movil Sab De Cv spon adr l 1.3 $2.9M 125k 23.14
Banco Bradesco SA (BBD) 1.3 $2.9M 167k 17.37
TJX Companies (TJX) 1.2 $2.7M 64k 42.45
Accenture (ACN) 1.2 $2.6M 38k 66.51
U.S. Bancorp (USB) 1.1 $2.5M 78k 31.94
Roper Industries (ROP) 1.1 $2.5M 23k 111.47
At&t (T) 1.1 $2.5M 74k 33.71
M&T Bank Corporation (MTB) 1.1 $2.4M 24k 98.45
Wells Fargo & Company (WFC) 1.1 $2.3M 67k 34.17
Bank of America Corporation (BAC) 1.0 $2.3M 196k 11.60
Grupo Fin Santander adr b 1.0 $2.3M 139k 16.18
Exxon Mobil Corporation (XOM) 1.0 $2.2M 25k 86.56
Credicorp (BAP) 1.0 $2.2M 15k 146.53
McKesson Corporation (MCK) 1.0 $2.1M 22k 96.94
Gilead Sciences (GILD) 0.9 $2.1M 28k 73.46
EMC Corporation 0.9 $2.0M 79k 25.30
Canadian Natl Ry (CNI) 0.9 $1.9M 21k 91.00
CVS Caremark Corporation (CVS) 0.8 $1.9M 39k 48.34
Colgate-Palmolive Company (CL) 0.8 $1.9M 18k 104.55
Yum! Brands (YUM) 0.8 $1.7M 26k 66.39
Allstate Corporation (ALL) 0.8 $1.8M 44k 40.16
salesforce (CRM) 0.8 $1.7M 10k 168.08
Via 0.8 $1.7M 32k 52.75
Precision Castparts 0.8 $1.7M 8.8k 189.43
CF Industries Holdings (CF) 0.7 $1.6M 7.9k 203.16
Ecopetrol (EC) 0.7 $1.5M 25k 59.68
Caterpillar (CAT) 0.7 $1.4M 16k 89.62
McDonald's Corporation (MCD) 0.6 $1.4M 15k 88.24
Ametek (AME) 0.6 $1.4M 36k 37.58
W.W. Grainger (GWW) 0.6 $1.3M 6.5k 202.33
Kansas City Southern 0.6 $1.3M 16k 83.50
Ace Limited Cmn 0.6 $1.2M 15k 79.80
JPMorgan Chase & Co. (JPM) 0.5 $1.1M 25k 43.96
Amphenol Corporation (APH) 0.5 $1.1M 17k 64.71
Coca-Cola Company (KO) 0.5 $1.1M 30k 36.24
United Technologies Corporation 0.5 $1.0M 13k 82.05
Merck & Co (MRK) 0.5 $1.0M 25k 40.94
T. Rowe Price (TROW) 0.5 $1.0M 16k 65.13
Michael Kors Holdings 0.4 $975k 19k 51.05
Vale (VALE) 0.4 $828k 40k 20.96
National-Oilwell Var 0.4 $800k 12k 68.38
PowerShares QQQ Trust, Series 1 0.3 $729k 1.0k 729.00
Chevron Corporation (CVX) 0.3 $703k 6.5k 108.15
Cisco Systems (CSCO) 0.3 $690k 35k 19.66
DaVita (DVA) 0.2 $553k 5.0k 110.60
Verizon Communications (VZ) 0.2 $433k 10k 43.30
Telefonica Brasil Sa 0.2 $410k 17k 24.05
Schlumberger (SLB) 0.2 $367k 5.3k 69.25
Philip Morris International (PM) 0.1 $151k 1.8k 83.89
Microsoft Corporation (MSFT) 0.0 $69k 2.6k 26.54