Marvin & Palmer Associates as of June 30, 2018
Portfolio Holdings for Marvin & Palmer Associates
Marvin & Palmer Associates holds 23 positions in its portfolio as reported in the June 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| iShares S&P SmallCap 600 Index (IJR) | 7.0 | $7.1M | 85k | 83.47 | |
| Paypal Holdings (PYPL) | 6.2 | $6.3M | 75k | 83.27 | |
| Cme (CME) | 5.9 | $6.0M | 37k | 163.92 | |
| BlackRock (BLK) | 5.6 | $5.7M | 11k | 499.08 | |
| Texas Instruments Incorporated (TXN) | 5.3 | $5.4M | 49k | 110.25 | |
| SPDR S&P Biotech (XBI) | 5.1 | $5.2M | 55k | 95.19 | |
| Charles Schwab Corporation (SCHW) | 5.0 | $5.1M | 99k | 51.10 | |
| Adobe Systems Incorporated (ADBE) | 4.7 | $4.8M | 20k | 243.81 | |
| Union Pacific Corporation (UNP) | 4.7 | $4.7M | 33k | 141.69 | |
| Visa (V) | 4.5 | $4.6M | 34k | 132.46 | |
| Lam Research Corporation (LRCX) | 4.3 | $4.4M | 25k | 172.85 | |
| Home Depot (HD) | 4.2 | $4.3M | 22k | 195.10 | |
| Hilton Worldwide Holdings (HLT) | 4.0 | $4.1M | 52k | 79.15 | |
| Marriott International (MAR) | 4.0 | $4.1M | 32k | 126.61 | |
| Blackstone | 3.7 | $3.8M | 118k | 32.17 | |
| Amphenol Corporation (APH) | 3.7 | $3.8M | 43k | 87.16 | |
| Yum! Brands (YUM) | 3.7 | $3.8M | 48k | 78.22 | |
| JPMorgan Chase & Co. (JPM) | 3.7 | $3.7M | 36k | 104.21 | |
| L3 Technologies | 3.5 | $3.6M | 19k | 192.34 | |
| UnitedHealth (UNH) | 3.5 | $3.5M | 14k | 245.31 | |
| Interactive Brokers (IBKR) | 3.3 | $3.4M | 53k | 64.41 | |
| TD Ameritrade Holding | 3.3 | $3.3M | 61k | 54.77 | |
| Vaneck Vectors Etf Tr vietnam etf (VNM) | 1.1 | $1.2M | 73k | 15.97 |
