Marvin & Palmer Associates as of June 30, 2023
Portfolio Holdings for Marvin & Palmer Associates
Marvin & Palmer Associates holds 31 positions in its portfolio as reported in the June 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Applied Materials (AMAT) | 5.2 | $12M | 80k | 144.54 | |
| AmerisourceBergen (COR) | 5.1 | $11M | 59k | 192.43 | |
| Alphabet Inc Class A cs (GOOGL) | 5.0 | $11M | 92k | 119.70 | |
| Global X Robotics & Artificial Intelligence ETF Etf (BOTZ) | 4.8 | $11M | 370k | 28.74 | |
| A S M L Holding Nv New F N Y R large growth | 4.7 | $10M | 14k | 724.75 | |
| Oracle Corporation | 4.6 | $10M | 87k | 119.09 | |
| Old Dominion Freight Line (ODFL) | 4.6 | $10M | 24k | 423.02 | |
| Hca Holdings (HCA) | 4.6 | $10M | 33k | 303.48 | |
| Wal-Mart Stores (WMT) | 4.5 | $10M | 64k | 157.18 | |
| Novo Nordisk A/S (NVO) | 4.4 | $9.8M | 61k | 161.83 | |
| Apple (AAPL) | 4.4 | $9.8M | 50k | 193.97 | |
| Microsoft Corporation (MSFT) | 4.3 | $9.5M | 28k | 340.54 | |
| Ameriprise Financial (AMP) | 4.3 | $9.5M | 29k | 332.16 | |
| Eaton (ETN) | 4.2 | $9.4M | 47k | 201.10 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 4.2 | $9.3M | 26k | 351.67 | |
| Parker-Hannifin Corporation (PH) | 4.1 | $9.2M | 24k | 390.04 | |
| Ametek (AME) | 4.1 | $9.2M | 57k | 161.88 | |
| Fiserv (FI) | 4.0 | $8.9M | 71k | 126.15 | |
| Visa (V) | 4.0 | $8.9M | 38k | 237.48 | |
| McDonald's Corporation (MCD) | 4.0 | $8.8M | 30k | 298.41 | |
| Tesla Motors (TSLA) | 3.6 | $8.0M | 31k | 261.77 | |
| iShares MSCI Switzerland ETF Etf (EWL) | 1.1 | $2.4M | 51k | 46.21 | |
| iShares MSCI Mexico ETF Etf (EWW) | 1.1 | $2.3M | 38k | 62.18 | |
| iShares MSCI Japan ETF Etf (EWJ) | 1.1 | $2.3M | 38k | 61.90 | |
| Vanguard Information Technology ETF Etf (VGT) | 0.9 | $2.1M | 4.7k | 442.16 | |
| VanEck Vectors Vietnam ETF Etf (VNM) | 0.7 | $1.6M | 119k | 13.30 | |
| Spdr Euro Stoxx 50 Etf Etf (FEZ) | 0.7 | $1.6M | 34k | 45.98 | |
| Kulicke and Soffa Industries (KLIC) | 0.5 | $1.2M | 20k | 59.45 | |
| Sea Ltd Adr Isin Us81141r1005 (SE) | 0.5 | $1.1M | 18k | 58.04 | |
| iShares MSCI Singapore ETF Etf (EWS) | 0.5 | $1.0M | 55k | 18.51 | |
| Fabrinet (FN) | 0.2 | $523k | 4.0k | 129.88 |
