Marvin & Palmer Associates as of Sept. 30, 2018
Portfolio Holdings for Marvin & Palmer Associates
Marvin & Palmer Associates holds 26 positions in its portfolio as reported in the September 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Health Care SPDR (XLV) | 6.7 | $8.8M | 93k | 95.15 | |
| iShares S&P SmallCap 600 Index (IJR) | 6.7 | $8.8M | 101k | 87.24 | |
| Paypal Holdings (PYPL) | 5.7 | $7.6M | 86k | 87.84 | |
| SPDR S&P Biotech (XBI) | 5.4 | $7.2M | 75k | 95.87 | |
| Cme (CME) | 5.4 | $7.1M | 42k | 170.22 | |
| SPDR S&P Retail (XRT) | 4.6 | $6.1M | 119k | 51.02 | |
| Adobe Systems Incorporated (ADBE) | 4.6 | $6.1M | 22k | 269.93 | |
| Visa (V) | 4.5 | $6.0M | 40k | 150.09 | |
| Microsoft Corporation (MSFT) | 4.5 | $5.9M | 52k | 114.37 | |
| Apple (AAPL) | 4.4 | $5.8M | 26k | 225.75 | |
| JPMorgan Chase & Co. (JPM) | 4.2 | $5.6M | 50k | 112.85 | |
| Texas Instruments Incorporated (TXN) | 4.2 | $5.5M | 51k | 107.30 | |
| Home Depot (HD) | 4.1 | $5.4M | 26k | 207.14 | |
| Blackstone | 3.9 | $5.2M | 136k | 38.08 | |
| Charles Schwab Corporation (SCHW) | 3.9 | $5.2M | 105k | 49.15 | |
| Union Pacific Corporation (UNP) | 3.8 | $5.0M | 31k | 162.84 | |
| Thermo Fisher Scientific (TMO) | 3.6 | $4.7M | 19k | 244.11 | |
| Amphenol Corporation (APH) | 3.5 | $4.6M | 49k | 94.03 | |
| UnitedHealth (UNH) | 3.2 | $4.3M | 16k | 266.06 | |
| Vanguard Health Care ETF (VHT) | 2.8 | $3.7M | 20k | 180.42 | |
| Invesco Qqq Trust Series 1 (QQQ) | 2.7 | $3.5M | 19k | 185.77 | |
| Vanguard Small-Cap ETF (VB) | 2.7 | $3.5M | 22k | 162.57 | |
| TD Ameritrade Holding | 2.6 | $3.4M | 64k | 52.82 | |
| Acacia Communications | 1.0 | $1.3M | 31k | 41.37 | |
| Lumentum Hldgs (LITE) | 0.9 | $1.1M | 19k | 59.95 | |
| Vaneck Vectors Etf Tr vietnam etf (VNM) | 0.6 | $799k | 48k | 16.81 |
