Marvin & Palmer Associates as of Sept. 30, 2022
Portfolio Holdings for Marvin & Palmer Associates
Marvin & Palmer Associates holds 25 positions in its portfolio as reported in the September 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Vertex Pharmaceuticals Incorporated (VRTX) | 7.0 | $11M | 39k | 289.54 | |
| Cheniere Energy (LNG) | 6.1 | $9.9M | 60k | 165.92 | |
| UnitedHealth (UNH) | 6.1 | $9.9M | 20k | 505.06 | |
| AutoZone (AZO) | 5.7 | $9.2M | 4.3k | 2141.89 | |
| Arthur J. Gallagher & Co. (AJG) | 5.5 | $9.0M | 52k | 171.23 | |
| AmerisourceBergen (COR) | 5.5 | $8.9M | 66k | 135.33 | |
| Goldman Sachs (GS) | 5.1 | $8.2M | 28k | 293.04 | |
| Morgan Stanley (MS) | 5.0 | $8.2M | 104k | 79.01 | |
| Palo Alto Networks (PANW) | 4.8 | $7.8M | 48k | 163.80 | |
| Ameriprise Financial (AMP) | 4.6 | $7.6M | 30k | 251.95 | |
| Charles Schwab Corporation (SCHW) | 4.6 | $7.4M | 104k | 71.87 | |
| Invesco QQQ ETF Etf (QQQ) | 4.5 | $7.3M | 27k | 267.25 | |
| Northrop Grumman Corporation (NOC) | 4.5 | $7.3M | 15k | 470.32 | |
| Synopsys (SNPS) | 4.4 | $7.2M | 24k | 305.52 | |
| J.B. Hunt Transport Services (JBHT) | 4.1 | $6.7M | 43k | 156.41 | |
| Thermo Fisher Scientific (TMO) | 4.0 | $6.6M | 13k | 507.18 | |
| Raytheon Technologies Corp (RTX) | 4.0 | $6.5M | 80k | 81.87 | |
| Apple (AAPL) | 4.0 | $6.5M | 47k | 138.21 | |
| Amphenol Corporation (APH) | 3.8 | $6.1M | 92k | 66.96 | |
| Old Dominion Freight Line (ODFL) | 3.5 | $5.8M | 23k | 248.77 | |
| iShares MSCI Indonesia ETF Etf (EIDO) | 1.1 | $1.8M | 76k | 23.32 | |
| iShares MSCI India ETF Etf (INDA) | 0.9 | $1.4M | 35k | 40.78 | |
| Sea Ltd Adr Isin Us81141r1005 (SE) | 0.7 | $1.2M | 22k | 56.04 | |
| Applied Materials (AMAT) | 0.4 | $662k | 8.1k | 81.94 | |
| VanEck Vectors Vietnam ETF Etf (VNM) | 0.4 | $572k | 43k | 13.29 |
