Marvin & Palmer Associates as of Sept. 30, 2023
Portfolio Holdings for Marvin & Palmer Associates
Marvin & Palmer Associates holds 25 positions in its portfolio as reported in the September 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Alphabet Inc Class A cs (GOOGL) | 6.3 | $9.7M | 74k | 130.86 | |
| Applied Materials (AMAT) | 5.8 | $9.0M | 65k | 138.45 | |
| AmerisourceBergen (COR) | 5.7 | $8.7M | 48k | 179.97 | |
| NVIDIA Corporation (NVDA) | 5.5 | $8.5M | 20k | 434.99 | |
| Wal-Mart Stores (WMT) | 5.5 | $8.4M | 53k | 159.93 | |
| Eaton (ETN) | 5.2 | $8.1M | 38k | 213.28 | |
| Ameriprise Financial (AMP) | 5.1 | $7.9M | 24k | 329.68 | |
| VanEck Oil Services ETF Etf (OIH) | 5.1 | $7.8M | 23k | 345.04 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 5.0 | $7.7M | 22k | 347.74 | |
| Oracle Corporation (ORCL) | 5.0 | $7.7M | 73k | 105.92 | |
| Parker-Hannifin Corporation (PH) | 4.9 | $7.6M | 20k | 389.52 | |
| Microsoft Corporation (MSFT) | 4.8 | $7.4M | 24k | 315.75 | |
| Visa (V) | 4.7 | $7.3M | 32k | 230.01 | |
| United Rentals (URI) | 4.7 | $7.3M | 16k | 444.57 | |
| Apple (AAPL) | 4.7 | $7.3M | 43k | 171.21 | |
| Ametek (AME) | 4.6 | $7.1M | 48k | 147.76 | |
| Ingersoll Rand (IR) | 4.6 | $7.1M | 111k | 63.72 | |
| Blackstone Group Inc Com Cl A (BX) | 4.5 | $6.9M | 64k | 107.14 | |
| Tesla Motors (TSLA) | 4.2 | $6.5M | 26k | 250.22 | |
| iShares MSCI Japan ETF Etf (EWJ) | 1.0 | $1.5M | 25k | 60.29 | |
| iShares MSCI Mexico ETF Etf (EWW) | 0.8 | $1.3M | 22k | 58.23 | |
| iShares MSCI India ETF Etf (INDA) | 0.7 | $1.0M | 23k | 44.22 | |
| Sea Ltd Adr Isin Us81141r1005 (SE) | 0.5 | $807k | 18k | 43.95 | |
| iShares MSCI Brazil ETF Etf (EWZ) | 0.5 | $805k | 26k | 30.67 | |
| iShares MSCI Switzerland ETF Etf (EWL) | 0.5 | $780k | 18k | 43.57 |
