Marvin & Palmer Associates as of Dec. 31, 2022
Portfolio Holdings for Marvin & Palmer Associates
Marvin & Palmer Associates holds 27 positions in its portfolio as reported in the December 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Vertex Pharmaceuticals Incorporated (VRTX) | 6.0 | $11M | 39k | 289.32 | |
| AmerisourceBergen (COR) | 5.6 | $11M | 64k | 165.71 | |
| AutoZone (AZO) | 5.5 | $10M | 4.2k | 2478.11 | |
| Ameriprise Financial (AMP) | 5.3 | $10M | 32k | 311.37 | |
| Charles Schwab Corporation (SCHW) | 5.3 | $10M | 120k | 83.26 | |
| Goldman Sachs (GS) | 5.2 | $9.9M | 29k | 343.38 | |
| Arthur J. Gallagher & Co. (AJG) | 5.1 | $9.7M | 51k | 188.54 | |
| iShares Russell 2000 ETF Etf (IWM) | 4.9 | $9.3M | 54k | 174.36 | |
| Morgan Stanley (MS) | 4.9 | $9.3M | 110k | 85.02 | |
| Cheniere Energy (LNG) | 4.7 | $8.8M | 59k | 149.96 | |
| UnitedHealth (UNH) | 4.5 | $8.5M | 16k | 530.18 | |
| Northrop Grumman Corporation (NOC) | 4.3 | $8.3M | 15k | 545.61 | |
| Deere & Company (DE) | 4.3 | $8.3M | 19k | 428.76 | |
| Wal-Mart Stores (WMT) | 4.3 | $8.1M | 57k | 141.79 | |
| Raytheon Technologies Corp (RTX) | 4.2 | $8.1M | 80k | 100.92 | |
| J.B. Hunt Transport Services (JBHT) | 4.0 | $7.5M | 43k | 174.36 | |
| Thermo Fisher Scientific (TMO) | 3.8 | $7.2M | 13k | 550.69 | |
| Amphenol Corporation (APH) | 3.7 | $7.1M | 93k | 76.14 | |
| Old Dominion Freight Line (ODFL) | 3.5 | $6.7M | 24k | 283.78 | |
| 4068594 Enphase Energy (ENPH) | 3.5 | $6.6M | 25k | 264.96 | |
| Apple (AAPL) | 3.2 | $6.0M | 46k | 129.93 | |
| iShares MSCI India ETF Etf (INDA) | 1.0 | $2.0M | 47k | 41.74 | |
| Novo Nordisk A/S (NVO) | 0.9 | $1.8M | 13k | 135.34 | |
| ICICI Bank (IBN) | 0.7 | $1.4M | 62k | 21.89 | |
| Fabrinet (FN) | 0.6 | $1.2M | 9.4k | 128.22 | |
| Sea Ltd Adr Isin Us81141r1005 (SE) | 0.6 | $1.1M | 22k | 52.03 | |
| Applied Materials (AMAT) | 0.4 | $787k | 8.1k | 97.38 |
