Marvin & Palmer Associates as of March 31, 2022
Portfolio Holdings for Marvin & Palmer Associates
Marvin & Palmer Associates holds 29 positions in its portfolio as reported in the March 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Ameriprise Financial (AMP) | 5.3 | $12M | 39k | 300.36 | |
| ConocoPhillips (COP) | 5.3 | $12M | 117k | 100.00 | |
| Fortinet (FTNT) | 5.2 | $12M | 34k | 341.75 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 5.0 | $11M | 43k | 260.96 | |
| Palo Alto Networks (PANW) | 4.9 | $11M | 18k | 622.52 | |
| AmerisourceBergen (COR) | 4.9 | $11M | 70k | 154.71 | |
| UnitedHealth (UNH) | 4.8 | $11M | 21k | 509.97 | |
| VanEck Vectors Agribusiness ETF Etf (MOO) | 4.7 | $11M | 101k | 104.54 | |
| Deere & Company (DE) | 4.7 | $10M | 25k | 415.47 | |
| Chubb (CB) | 4.4 | $9.8M | 46k | 213.90 | |
| Raytheon Technologies Corp (RTX) | 4.3 | $9.6M | 97k | 99.07 | |
| AutoZone (AZO) | 4.3 | $9.6M | 4.7k | 2044.48 | |
| Cme (CME) | 4.3 | $9.5M | 40k | 237.86 | |
| Kroger (KR) | 4.2 | $9.2M | 161k | 57.37 | |
| Cheniere Energy (LNG) | 4.1 | $9.1M | 66k | 138.65 | |
| Chevron Corporation (CVX) | 3.9 | $8.6M | 53k | 162.83 | |
| Bank Of Montreal Cadcom (BMO) | 3.7 | $8.2M | 70k | 117.98 | |
| Apple (AAPL) | 3.7 | $8.1M | 47k | 174.61 | |
| Tractor Supply Company (TSCO) | 3.6 | $8.0M | 34k | 233.36 | |
| Charles Schwab Corporation (SCHW) | 3.5 | $7.8M | 93k | 84.31 | |
| iShares Core US REIT ETF Etf (USRT) | 3.4 | $7.6M | 118k | 64.65 | |
| Alphabet Inc Class A cs (GOOGL) | 2.7 | $6.0M | 2.1k | 2781.19 | |
| Sea Adr (SE) | 1.2 | $2.6M | 22k | 119.77 | |
| iShares MSCI Indonesia ETF Etf (EIDO) | 0.9 | $2.1M | 83k | 24.75 | |
| iShares MSCI Thailand ETF Etf (THD) | 0.9 | $1.9M | 25k | 77.98 | |
| Morgan Stanley (MS) | 0.6 | $1.3M | 15k | 87.43 | |
| SPDR Gold Shares Etf (GLD) | 0.6 | $1.3M | 7.0k | 180.71 | |
| VanEck Vectors Vietnam ETF Etf (VNM) | 0.5 | $1.1M | 59k | 18.88 | |
| Applied Materials (AMAT) | 0.5 | $1.1M | 8.1k | 131.82 |
