Marvin & Palmer Associates as of March 31, 2018
Portfolio Holdings for Marvin & Palmer Associates
Marvin & Palmer Associates holds 29 positions in its portfolio as reported in the March 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| BlackRock (BLK) | 6.2 | $6.8M | 13k | 541.76 | |
| Cme (CME) | 5.9 | $6.5M | 40k | 161.74 | |
| Charles Schwab Corporation (SCHW) | 5.3 | $5.8M | 111k | 52.22 | |
| Texas Instruments Incorporated (TXN) | 5.1 | $5.6M | 54k | 103.89 | |
| Align Technology (ALGN) | 4.8 | $5.2M | 21k | 251.13 | |
| Lam Research Corporation (LRCX) | 4.7 | $5.2M | 25k | 203.16 | |
| Paypal Holdings (PYPL) | 4.7 | $5.1M | 68k | 75.87 | |
| SPDR S&P Biotech (XBI) | 4.4 | $4.8M | 55k | 87.74 | |
| Adobe Systems Incorporated (ADBE) | 4.4 | $4.8M | 22k | 216.09 | |
| Union Pacific Corporation (UNP) | 4.1 | $4.5M | 33k | 134.42 | |
| Blackstone | 4.0 | $4.3M | 136k | 31.95 | |
| Parker-Hannifin Corporation (PH) | 3.9 | $4.2M | 25k | 171.03 | |
| Westlake Chemical Corporation (WLK) | 3.8 | $4.1M | 37k | 111.15 | |
| Hilton Worldwide Holdings (HLT) | 3.7 | $4.1M | 52k | 78.77 | |
| JPMorgan Chase & Co. (JPM) | 3.6 | $3.9M | 36k | 109.98 | |
| Home Depot (HD) | 3.6 | $3.9M | 22k | 178.26 | |
| L3 Technologies | 3.5 | $3.9M | 19k | 208.00 | |
| Honeywell International (HON) | 3.5 | $3.8M | 26k | 144.50 | |
| Amphenol Corporation (APH) | 3.4 | $3.7M | 43k | 86.12 | |
| Marriott International (MAR) | 3.3 | $3.6M | 27k | 135.97 | |
| Visa (V) | 3.2 | $3.5M | 30k | 119.61 | |
| UnitedHealth (UNH) | 2.8 | $3.1M | 14k | 214.01 | |
| iShares MSCI Cntry Asa Jpn Idx Fnd (AAXJ) | 2.0 | $2.2M | 28k | 77.53 | |
| Vaneck Vectors Etf Tr vietnam etf (VNM) | 1.3 | $1.4M | 73k | 19.57 | |
| iShares MSCI Thailand Index Fund (THD) | 1.3 | $1.4M | 14k | 99.73 | |
| iShares MSCI South Korea Index Fund (EWY) | 1.3 | $1.4M | 18k | 75.46 | |
| iShares MSCI Germany Index Fund (EWG) | 0.8 | $907k | 28k | 32.06 | |
| Ishares Inc msci india index (INDA) | 0.8 | $825k | 24k | 34.15 | |
| iShares MSCI Netherlands Investable (EWN) | 0.6 | $637k | 20k | 31.97 |
