Marvin & Palmer Associates as of June 30, 2017
Portfolio Holdings for Marvin & Palmer Associates
Marvin & Palmer Associates holds 32 positions in its portfolio as reported in the June 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Cme (CME) | 5.4 | $7.2M | 57k | 125.23 | |
| Charles Schwab Corporation (SCHW) | 5.2 | $6.9M | 161k | 42.96 | |
| Blackstone | 5.1 | $6.7M | 201k | 33.35 | |
| Facebook Inc cl a (META) | 5.0 | $6.6M | 44k | 150.97 | |
| Lam Research Corporation (LRCX) | 4.9 | $6.5M | 46k | 141.44 | |
| Cummins (CMI) | 4.8 | $6.4M | 39k | 162.21 | |
| Parker-Hannifin Corporation (PH) | 4.7 | $6.2M | 39k | 159.82 | |
| Texas Instruments Incorporated (TXN) | 4.7 | $6.2M | 80k | 76.93 | |
| Amazon (AMZN) | 4.3 | $5.7M | 5.9k | 967.93 | |
| Lumentum Hldgs (LITE) | 3.6 | $4.8M | 85k | 57.04 | |
| Zions Bancorporation (ZION) | 3.6 | $4.8M | 108k | 43.91 | |
| Eaton (ETN) | 3.6 | $4.7M | 61k | 77.83 | |
| Union Pacific Corporation (UNP) | 3.5 | $4.6M | 43k | 108.90 | |
| JPMorgan Chase & Co. (JPM) | 3.5 | $4.6M | 50k | 91.40 | |
| Align Technology (ALGN) | 3.4 | $4.5M | 30k | 150.11 | |
| Amphenol Corporation (APH) | 3.4 | $4.5M | 61k | 73.81 | |
| BlackRock (BLK) | 3.3 | $4.3M | 10k | 422.39 | |
| Comcast Corporation (CMCSA) | 3.1 | $4.1M | 106k | 38.92 | |
| Alphabet Inc Class A cs (GOOGL) | 3.1 | $4.1M | 4.4k | 929.58 | |
| Visa (V) | 2.9 | $3.9M | 41k | 93.79 | |
| UnitedHealth (UNH) | 2.8 | $3.7M | 20k | 185.40 | |
| Comerica Incorporated (CMA) | 2.8 | $3.7M | 50k | 73.25 | |
| Fabrinet (FN) | 2.3 | $3.0M | 71k | 42.66 | |
| SPDR KBW Regional Banking (KRE) | 2.2 | $2.9M | 53k | 54.95 | |
| L3 Technologies | 1.9 | $2.5M | 15k | 167.11 | |
| iShares MSCI Cntry Asa Jpn Idx Fnd (AAXJ) | 1.7 | $2.2M | 33k | 67.45 | |
| Broadcom | 1.3 | $1.7M | 7.5k | 233.07 | |
| Ishares Inc etp (EWT) | 1.0 | $1.3M | 35k | 35.75 | |
| iShares MSCI South Korea Index Fund (EWY) | 0.9 | $1.3M | 19k | 67.80 | |
| iShares MSCI Germany Index Fund (EWG) | 0.9 | $1.2M | 40k | 30.26 | |
| Vaneck Vectors Etf Tr vietnam etf (VNM) | 0.7 | $912k | 61k | 14.93 | |
| Applied Optoelectronics (AAOI) | 0.2 | $207k | 3.4k | 61.79 |
