Marvin & Palmer Associates as of March 31, 2014
Portfolio Holdings for Marvin & Palmer Associates
Marvin & Palmer Associates holds 63 positions in its portfolio as reported in the March 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Blackstone | 5.6 | $6.4M | 192k | 33.25 | |
| 5.3 | $6.1M | 5.5k | 1114.46 | ||
| Amazon (AMZN) | 4.6 | $5.3M | 16k | 336.54 | |
| Union Pacific Corporation (UNP) | 3.9 | $4.5M | 24k | 187.65 | |
| Dow Chemical Company | 3.6 | $4.1M | 84k | 48.59 | |
| Biogen Idec (BIIB) | 3.4 | $3.9M | 13k | 305.91 | |
| Cummins (CMI) | 3.2 | $3.7M | 25k | 148.98 | |
| Boeing Company (BA) | 3.1 | $3.5M | 28k | 125.49 | |
| Apple (AAPL) | 3.0 | $3.4M | 6.4k | 536.69 | |
| McKesson Corporation (MCK) | 2.8 | $3.1M | 18k | 176.55 | |
| Northrop Grumman Corporation (NOC) | 2.5 | $2.9M | 24k | 123.36 | |
| MasterCard Incorporated (MA) | 2.4 | $2.8M | 37k | 74.71 | |
| Ameriprise Financial (AMP) | 2.4 | $2.7M | 25k | 110.07 | |
| Via | 2.3 | $2.6M | 31k | 84.98 | |
| Qihoo 360 Technologies Co Lt | 2.3 | $2.6M | 26k | 99.60 | |
| Amphenol Corporation (APH) | 2.2 | $2.5M | 27k | 91.66 | |
| Adobe Systems Incorporated (ADBE) | 1.9 | $2.2M | 33k | 65.73 | |
| Market Vectors Vietnam ETF. | 1.9 | $2.2M | 100k | 21.69 | |
| Avago Technologies | 1.7 | $1.9M | 30k | 64.40 | |
| Baidu (BIDU) | 1.7 | $1.9M | 12k | 152.31 | |
| Vulcan Materials Company (VMC) | 1.6 | $1.9M | 28k | 66.44 | |
| American Express Company (AXP) | 1.6 | $1.8M | 20k | 90.05 | |
| Walt Disney Company (DIS) | 1.6 | $1.8M | 23k | 80.05 | |
| United Technologies Corporation | 1.6 | $1.8M | 16k | 116.81 | |
| Facebook Inc cl a (META) | 1.6 | $1.8M | 30k | 60.24 | |
| Visa (V) | 1.6 | $1.8M | 8.3k | 215.84 | |
| priceline.com Incorporated | 1.5 | $1.7M | 1.4k | 1191.86 | |
| Helmerich & Payne (HP) | 1.5 | $1.7M | 16k | 107.59 | |
| CVS Caremark Corporation (CVS) | 1.5 | $1.7M | 23k | 74.85 | |
| Gilead Sciences (GILD) | 1.4 | $1.6M | 23k | 70.87 | |
| Perrigo Company (PRGO) | 1.4 | $1.6M | 10k | 154.70 | |
| CBS Corporation | 1.4 | $1.6M | 26k | 61.82 | |
| TJX Companies (TJX) | 1.3 | $1.5M | 25k | 60.67 | |
| Coca-cola Enterprises | 1.3 | $1.5M | 31k | 47.76 | |
| Lockheed Martin Corporation (LMT) | 1.3 | $1.5M | 8.9k | 163.26 | |
| Nike (NKE) | 1.3 | $1.4M | 20k | 73.88 | |
| Xilinx | 1.2 | $1.4M | 26k | 54.28 | |
| Raytheon Company | 1.2 | $1.3M | 14k | 98.83 | |
| Cerner Corporation | 1.1 | $1.3M | 23k | 56.26 | |
| Cognizant Technology Solutions (CTSH) | 1.1 | $1.2M | 24k | 50.59 | |
| Costco Wholesale Corporation (COST) | 0.9 | $1.1M | 9.5k | 111.66 | |
| Abbvie (ABBV) | 0.9 | $1.1M | 21k | 51.42 | |
| Alliance Data Systems Corporation (BFH) | 0.9 | $1.0M | 3.8k | 272.34 | |
| Precision Castparts | 0.9 | $1.0M | 4.0k | 252.73 | |
| Workday Inc cl a (WDAY) | 0.9 | $990k | 11k | 91.41 | |
| JPMorgan Chase & Co. (JPM) | 0.9 | $977k | 16k | 60.68 | |
| IDEXX Laboratories (IDXX) | 0.9 | $986k | 8.1k | 121.35 | |
| EOG Resources (EOG) | 0.8 | $953k | 4.9k | 196.25 | |
| Wells Fargo & Company (WFC) | 0.8 | $895k | 18k | 49.72 | |
| Colgate-Palmolive Company (CL) | 0.8 | $858k | 13k | 64.85 | |
| Allergan | 0.6 | $734k | 5.9k | 124.03 | |
| Cemex SAB de CV (CX) | 0.6 | $714k | 57k | 12.64 | |
| Ambev Sa- (ABEV) | 0.4 | $475k | 64k | 7.41 | |
| ICICI Bank (IBN) | 0.3 | $329k | 7.5k | 43.87 | |
| New Oriental Education & Tech | 0.3 | $299k | 10k | 29.31 | |
| Credicorp (BAP) | 0.2 | $262k | 1.9k | 137.89 | |
| Banco Bradesco SA (BBD) | 0.2 | $235k | 17k | 13.69 | |
| Depository Vipshop Holdings Ltd - Ads receipt (VIPS) | 0.2 | $209k | 1.4k | 149.29 | |
| Yandex Nv-a (YNDX) | 0.2 | $190k | 6.3k | 30.16 | |
| Grupo Televisa (TV) | 0.1 | $163k | 4.9k | 33.27 | |
| Embraer S A (ERJ) | 0.1 | $160k | 4.5k | 35.56 | |
| Tata Motors | 0.1 | $120k | 3.4k | 35.29 | |
| Icon (ICLR) | 0.1 | $76k | 1.6k | 47.50 |
