Marvin & Palmer Associates

Marvin & Palmer Associates as of June 30, 2014

Portfolio Holdings for Marvin & Palmer Associates

Marvin & Palmer Associates holds 68 positions in its portfolio as reported in the June 2014 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 4.3 $5.0M 53k 92.93
Baidu (BIDU) 4.1 $4.8M 26k 186.81
Union Pacific Corporation (UNP) 4.1 $4.7M 48k 99.74
Dow Chemical Company 3.3 $3.8M 75k 51.46
Cummins (CMI) 3.3 $3.8M 25k 154.28
Blackstone 2.8 $3.2M 96k 33.44
Google 2.8 $3.2M 5.4k 584.62
Google Inc Class C 2.7 $3.1M 5.4k 575.37
Boeing Company (BA) 2.7 $3.1M 24k 127.25
Wells Fargo & Company (WFC) 2.6 $3.0M 57k 52.56
Ameriprise Financial (AMP) 2.6 $2.9M 25k 120.00
Amphenol Corporation (APH) 2.2 $2.5M 26k 96.32
Schlumberger (SLB) 2.1 $2.5M 21k 117.95
Northrop Grumman Corporation (NOC) 2.1 $2.4M 20k 119.61
Market Vectors Vietnam ETF. 2.0 $2.3M 112k 20.80
Legg Mason 2.0 $2.3M 45k 51.32
Coca-cola Enterprises 1.9 $2.2M 45k 47.78
United Technologies Corporation 1.7 $2.0M 17k 115.44
Biogen Idec (BIIB) 1.7 $2.0M 6.2k 315.30
McDonald's Corporation (MCD) 1.7 $1.9M 19k 100.73
Walt Disney Company (DIS) 1.6 $1.9M 22k 85.74
Lorillard 1.6 $1.9M 31k 60.98
EOG Resources (EOG) 1.6 $1.8M 16k 116.84
Helmerich & Payne (HP) 1.6 $1.8M 16k 116.14
Vulcan Materials Company (VMC) 1.6 $1.8M 29k 63.76
Oneok (OKE) 1.6 $1.8M 27k 68.08
Kroger (KR) 1.6 $1.8M 36k 49.43
Halliburton Company (HAL) 1.6 $1.8M 25k 71.01
Extra Space Storage (EXR) 1.5 $1.7M 32k 53.25
Lazard Ltd-cl A shs a 1.5 $1.7M 33k 51.56
American Tower Reit (AMT) 1.5 $1.7M 19k 89.97
CVS Caremark Corporation (CVS) 1.4 $1.6M 22k 75.39
Air Products & Chemicals (APD) 1.4 $1.6M 13k 128.62
Sempra Energy (SRE) 1.4 $1.6M 16k 104.70
Amazon (AMZN) 1.4 $1.6M 5.0k 324.80
Exxon Mobil Corporation (XOM) 1.3 $1.5M 15k 100.65
Nike (NKE) 1.3 $1.5M 20k 77.56
Occidental Petroleum Corporation (OXY) 1.3 $1.5M 15k 102.66
Merck & Co (MRK) 1.3 $1.5M 25k 57.86
Lockheed Martin Corporation (LMT) 1.2 $1.4M 8.8k 160.70
MasterCard Incorporated (MA) 1.1 $1.3M 18k 73.50
McKesson Corporation (MCK) 1.1 $1.3M 6.8k 186.20
Raytheon Company 1.1 $1.3M 14k 92.25
Xilinx 1.1 $1.2M 26k 47.32
Yum! Brands (YUM) 1.0 $1.2M 15k 81.18
Hess (HES) 1.0 $1.2M 12k 98.93
Colgate-Palmolive Company (CL) 1.0 $1.1M 17k 68.18
IDEXX Laboratories (IDXX) 0.9 $1.1M 8.2k 133.62
International Business Machines (IBM) 0.9 $1.1M 6.0k 181.22
Alliance Data Systems Corporation (BFH) 0.9 $1.1M 3.8k 281.36
Suncor Energy (SU) 0.9 $1.0M 24k 42.64
Lam Research Corporation (LRCX) 0.8 $978k 15k 67.59
American Express Company (AXP) 0.8 $968k 10k 94.90
Crown Castle International 0.8 $938k 13k 74.24
Cemex SAB de CV (CX) 0.6 $732k 55k 13.23
Canadian Pacific Railway 0.6 $634k 3.5k 181.14
Taiwan Semiconductor Mfg (TSM) 0.5 $588k 28k 21.38
Costco Wholesale Corporation (COST) 0.5 $584k 5.1k 115.10
HDFC Bank (HDB) 0.5 $552k 12k 46.78
Grupo Televisa (TV) 0.3 $388k 11k 34.34
ICICI Bank (IBN) 0.3 $379k 7.6k 49.87
Credicorp (BAP) 0.2 $233k 1.5k 155.33
Banco Bradesco SA (BBD) 0.2 $194k 13k 14.52
Qihoo 360 Technologies Co Lt 0.2 $193k 2.1k 91.90
Ambev Sa- (ABEV) 0.2 $201k 29k 7.05
Embraer S A (ERJ) 0.1 $131k 3.6k 36.39
Tata Motors 0.1 $78k 2.0k 39.00
Icon (ICLR) 0.1 $75k 1.6k 46.88