Marvin & Palmer Associates as of March 31, 2023
Portfolio Holdings for Marvin & Palmer Associates
Marvin & Palmer Associates holds 25 positions in its portfolio as reported in the March 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Vertex Pharmaceuticals Incorporated (VRTX) | 6.8 | $13M | 43k | 315.07 | |
| AutoZone (AZO) | 5.8 | $12M | 4.7k | 2458.15 | |
| Deere & Company (DE) | 5.2 | $10M | 25k | 412.88 | |
| Ameriprise Financial (AMP) | 5.0 | $10M | 33k | 306.50 | |
| Applied Materials (AMAT) | 5.0 | $9.9M | 81k | 122.83 | |
| Amphenol Corporation (APH) | 5.0 | $9.9M | 121k | 81.72 | |
| Morgan Stanley (MS) | 4.9 | $9.7M | 110k | 87.80 | |
| Goldman Sachs (GS) | 4.9 | $9.7M | 30k | 327.11 | |
| AmerisourceBergen (COR) | 4.8 | $9.6M | 60k | 160.11 | |
| Wal-Mart Stores (WMT) | 4.8 | $9.5M | 64k | 147.45 | |
| Caterpillar (CAT) | 4.7 | $9.3M | 40k | 228.84 | |
| Analog Devices (ADI) | 4.5 | $9.0M | 46k | 197.22 | |
| Hca Holdings (HCA) | 4.5 | $8.9M | 34k | 263.68 | |
| Arista Networks (ANET) | 4.4 | $8.8M | 52k | 167.86 | |
| Raytheon Technologies Corp (RTX) | 4.3 | $8.6M | 88k | 97.93 | |
| Apple (AAPL) | 4.3 | $8.5M | 52k | 164.90 | |
| Thermo Fisher Scientific (TMO) | 4.2 | $8.4M | 15k | 576.37 | |
| Ametek (AME) | 4.2 | $8.2M | 57k | 145.33 | |
| Parker-Hannifin Corporation (PH) | 4.0 | $7.9M | 24k | 336.11 | |
| Old Dominion Freight Line (ODFL) | 3.9 | $7.8M | 23k | 340.84 | |
| Sea Ltd Adr Isin Us81141r1005 (SE) | 1.4 | $2.8M | 32k | 86.55 | |
| Novo Nordisk A/S (NVO) | 1.0 | $2.1M | 13k | 159.14 | |
| iShares MSCI Singapore ETF Etf (EWS) | 0.8 | $1.7M | 85k | 19.85 | |
| iShares MSCI Mexico ETF Etf (EWW) | 0.8 | $1.6M | 27k | 59.53 | |
| iShares MSCI Thailand ETF Etf (THD) | 0.8 | $1.5M | 21k | 73.35 |
