Marvin & Palmer Associates as of Sept. 30, 2017
Portfolio Holdings for Marvin & Palmer Associates
Marvin & Palmer Associates holds 39 positions in its portfolio as reported in the September 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Lam Research Corporation (LRCX) | 5.5 | $4.5M | 24k | 185.02 | |
| Cme (CME) | 5.0 | $4.1M | 30k | 135.69 | |
| Texas Instruments Incorporated (TXN) | 4.8 | $3.9M | 43k | 89.63 | |
| Charles Schwab Corporation (SCHW) | 4.6 | $3.8M | 86k | 43.74 | |
| Parker-Hannifin Corporation (PH) | 4.5 | $3.6M | 21k | 175.02 | |
| Cummins (CMI) | 4.4 | $3.6M | 21k | 168.02 | |
| Celgene Corporation | 4.3 | $3.5M | 24k | 145.84 | |
| Blackstone | 4.3 | $3.5M | 106k | 33.37 | |
| Paypal Holdings (PYPL) | 4.3 | $3.5M | 55k | 64.03 | |
| BlackRock (BLK) | 4.3 | $3.5M | 7.8k | 447.08 | |
| Facebook Inc cl a (META) | 4.0 | $3.3M | 19k | 170.88 | |
| Align Technology (ALGN) | 3.8 | $3.1M | 17k | 186.26 | |
| Amphenol Corporation (APH) | 3.5 | $2.9M | 34k | 84.63 | |
| L3 Technologies | 3.4 | $2.8M | 15k | 188.40 | |
| JPMorgan Chase & Co. (JPM) | 3.3 | $2.7M | 28k | 95.50 | |
| Eaton (ETN) | 3.2 | $2.6M | 34k | 76.78 | |
| Adobe Systems Incorporated (ADBE) | 3.1 | $2.5M | 17k | 149.20 | |
| Visa (V) | 3.0 | $2.4M | 23k | 105.26 | |
| Westlake Chemical Corporation (WLK) | 3.0 | $2.4M | 29k | 83.09 | |
| CIGNA Corporation | 3.0 | $2.4M | 13k | 186.98 | |
| Hilton Worldwide Holdings (HLT) | 3.0 | $2.4M | 35k | 69.45 | |
| UnitedHealth (UNH) | 2.7 | $2.2M | 11k | 195.85 | |
| iShares MSCI All Country Asia ex Japan ETF Etf (AAXJ) | 2.6 | $2.1M | 29k | 72.21 | |
| iShares MSCI Germany ETF Etf (EWG) | 1.7 | $1.3M | 41k | 32.44 | |
| SPDR S&P Biotech ETF Etf (XBI) | 1.5 | $1.3M | 15k | 86.56 | |
| iShares MSCI South Korea ETF Etf (EWY) | 1.4 | $1.2M | 17k | 69.05 | |
| iShares MSCI Taiwan ETF Etf (EWT) | 1.4 | $1.2M | 32k | 36.10 | |
| iShares MSCI Sweden Capped ETF Etf (EWD) | 1.3 | $1.1M | 30k | 35.86 | |
| Lumentum Hldgs (LITE) | 1.2 | $949k | 18k | 54.37 | |
| iShares MSCI India ETF Etf (INDA) | 1.1 | $874k | 27k | 32.86 | |
| Broad | 1.1 | $873k | 3.6k | 242.50 | |
| Fabrinet (FN) | 1.0 | $782k | 21k | 37.07 | |
| VanEck Vectors Vietnam ETF Etf (VNM) | 0.5 | $417k | 28k | 14.92 | |
| SPDR S&P Regional Banking ETF Etf (KRE) | 0.1 | $85k | 1.5k | 56.86 | |
| J.B. Hunt Transport Services (JBHT) | 0.0 | $39k | 355.00 | 109.86 | |
| Amazon (AMZN) | 0.0 | $38k | 40.00 | 950.00 | |
| iShares MSCI Indonesia ETF Etf (EIDO) | 0.0 | $26k | 975.00 | 26.67 | |
| Oclaro | 0.0 | $18k | 2.1k | 8.65 | |
| Acacia Communications | 0.0 | $16k | 345.00 | 46.38 |
