Marvin & Palmer Associates as of June 30, 2021
Portfolio Holdings for Marvin & Palmer Associates
Marvin & Palmer Associates holds 28 positions in its portfolio as reported in the June 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Applied Materials (AMAT) | 6.1 | $15M | 106k | 142.40 | |
| Goldman Sachs (GS) | 5.7 | $14M | 37k | 379.54 | |
| Lam Research Corporation (LRCX) | 5.7 | $14M | 21k | 650.68 | |
| Morgan Stanley (MS) | 5.7 | $14M | 151k | 91.69 | |
| Fortinet (FTNT) | 5.0 | $12M | 51k | 238.19 | |
| Ameriprise Financial (AMP) | 4.9 | $12M | 48k | 248.87 | |
| Eaton Corp SHS (ETN) | 4.5 | $11M | 75k | 148.18 | |
| Sea Adr (SE) | 4.5 | $11M | 40k | 274.61 | |
| VanEck Vectors Agribusiness ETF Etf (MOO) | 4.3 | $11M | 117k | 91.08 | |
| BlackRock (BLK) | 4.2 | $10M | 12k | 874.94 | |
| Cheniere Energy (LNG) | 4.0 | $9.8M | 113k | 86.74 | |
| Texas Instruments Incorporated (TXN) | 3.9 | $9.6M | 50k | 192.31 | |
| Alphabet Inc Class A cs (GOOGL) | 3.9 | $9.6M | 3.9k | 2441.82 | |
| Hca Holdings (HCA) | 3.8 | $9.2M | 45k | 206.74 | |
| Dover Corporation (DOV) | 3.8 | $9.2M | 61k | 150.60 | |
| Deere & Company (DE) | 3.7 | $9.1M | 26k | 352.72 | |
| United Rentals (URI) | 3.7 | $9.0M | 28k | 319.03 | |
| Tractor Supply Company (TSCO) | 3.7 | $9.0M | 48k | 186.05 | |
| Trimble Navigation (TRMB) | 3.6 | $8.9M | 109k | 81.83 | |
| Blackstone Group Inc Com Cl A (BX) | 3.6 | $8.9M | 91k | 97.14 | |
| Expeditors International of Washington (EXPD) | 3.4 | $8.3M | 66k | 126.60 | |
| T. Rowe Price (TROW) | 3.4 | $8.2M | 42k | 197.98 | |
| iShares MSCI Taiwan ETF Etf (EWT) | 1.1 | $2.7M | 43k | 63.96 | |
| VanEck Vectors Vietnam ETF Etf (VNM) | 1.0 | $2.5M | 122k | 20.79 | |
| iShares MSCI South Korea ETF Etf (EZA) | 1.0 | $2.4M | 25k | 93.19 | |
| Vanguard FTSE All Wld X-US Sm Cap Etf (VSS) | 0.8 | $1.8M | 14k | 136.44 | |
| iShares MSCI Sweden ETF Etf (EWD) | 0.7 | $1.8M | 38k | 46.41 | |
| Kulicke and Soffa Industries (KLIC) | 0.2 | $496k | 8.1k | 61.23 |
