Marvin & Palmer Associates as of June 30, 2022
Portfolio Holdings for Marvin & Palmer Associates
Marvin & Palmer Associates holds 27 positions in its portfolio as reported in the June 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Vertex Pharmaceuticals Incorporated (VRTX) | 6.0 | $12M | 41k | 281.79 | |
| UnitedHealth (UNH) | 5.4 | $11M | 21k | 513.65 | |
| Eli Lilly & Co. (LLY) | 5.3 | $10M | 32k | 324.23 | |
| Merck & Co (MRK) | 5.0 | $9.7M | 106k | 91.17 | |
| AmerisourceBergen (COR) | 5.0 | $9.6M | 68k | 141.48 | |
| AutoZone (AZO) | 4.8 | $9.4M | 4.4k | 2149.05 | |
| Raytheon Technologies Corp (RTX) | 4.8 | $9.3M | 97k | 96.11 | |
| ConocoPhillips (COP) | 4.8 | $9.3M | 104k | 89.81 | |
| Chubb (CB) | 4.7 | $9.0M | 46k | 196.59 | |
| Linde | 4.4 | $8.6M | 30k | 287.53 | |
| Cheniere Energy (LNG) | 4.4 | $8.5M | 64k | 133.02 | |
| Palo Alto Networks (PANW) | 4.3 | $8.3M | 17k | 493.92 | |
| Cme (CME) | 4.2 | $8.2M | 40k | 204.70 | |
| Bristol Myers Squibb (BMY) | 4.2 | $8.1M | 106k | 77.00 | |
| Fortinet (FTNT) | 3.9 | $7.6M | 135k | 56.58 | |
| Kroger (KR) | 3.9 | $7.6M | 161k | 47.33 | |
| Chevron Corporation (CVX) | 3.9 | $7.6M | 52k | 144.78 | |
| Deere & Company (DE) | 3.9 | $7.5M | 25k | 299.47 | |
| KLA-Tencor Corporation (KLAC) | 3.8 | $7.5M | 23k | 319.06 | |
| Arthur J. Gallagher & Co. (AJG) | 3.8 | $7.4M | 46k | 163.03 | |
| Bank Of Montreal Cadcom (BMO) | 3.4 | $6.7M | 70k | 96.17 | |
| Apple (AAPL) | 3.3 | $6.4M | 47k | 136.73 | |
| iShares MSCI Indonesia ETF Etf (EIDO) | 1.0 | $1.9M | 83k | 22.38 | |
| Sea Adr (SE) | 0.7 | $1.5M | 22k | 66.87 | |
| Morgan Stanley (MS) | 0.6 | $1.1M | 15k | 76.06 | |
| Applied Materials (AMAT) | 0.4 | $735k | 8.1k | 90.98 | |
| Spdr Gold Shares Etf (GLD) | 0.3 | $559k | 3.3k | 168.37 |
