Marvin & Palmer Associates as of March 31, 2024
Portfolio Holdings for Marvin & Palmer Associates
Marvin & Palmer Associates holds 28 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Eaton (ETN) | 5.5 | $5.5M | 18k | 312.68 | |
| NVIDIA Corporation (NVDA) | 5.2 | $5.2M | 5.8k | 903.56 | |
| Parker-Hannifin Corporation (PH) | 5.0 | $5.1M | 9.1k | 555.79 | |
| Microsoft Corporation (MSFT) | 5.0 | $5.1M | 12k | 420.72 | |
| Ingersoll Rand (IR) | 5.0 | $5.0M | 53k | 94.95 | |
| Ameriprise Financial (AMP) | 4.4 | $4.4M | 10k | 438.44 | |
| Applied Materials (AMAT) | 4.2 | $4.2M | 21k | 206.23 | |
| Invesco QQQ ETF Etf (QQQ) | 4.2 | $4.2M | 9.5k | 444.01 | |
| Kkr & Co (KKR) | 4.2 | $4.2M | 42k | 100.58 | |
| SPDR S&P 500 ETF Trust Etf (SPY) | 4.2 | $4.2M | 8.1k | 523.07 | |
| Caterpillar (CAT) | 4.1 | $4.1M | 11k | 366.43 | |
| Blackstone Group Inc Com Cl A (BX) | 4.0 | $4.0M | 31k | 131.37 | |
| iShares MSCI Japan ETF Etf (EWJ) | 4.0 | $4.0M | 56k | 71.35 | |
| Hilton Worldwide Holdings (HLT) | 3.4 | $3.4M | 16k | 213.31 | |
| Arista Networks (ANET) | 3.4 | $3.4M | 12k | 289.98 | |
| United Rentals (URI) | 3.3 | $3.3M | 4.6k | 721.11 | |
| AmerisourceBergen (COR) | 3.2 | $3.3M | 13k | 242.99 | |
| Amazon (AMZN) | 3.1 | $3.1M | 17k | 180.38 | |
| Cadence Design Systems (CDNS) | 3.1 | $3.1M | 10k | 311.28 | |
| Costco Wholesale Corporation (COST) | 3.0 | $3.0M | 4.1k | 732.63 | |
| Visa (V) | 3.0 | $3.0M | 11k | 279.08 | |
| McKesson Corporation (MCK) | 2.8 | $2.8M | 5.3k | 536.85 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 2.8 | $2.8M | 6.7k | 418.01 | |
| Facebook Inc cl a (META) | 2.7 | $2.7M | 5.7k | 485.58 | |
| CBOE Holdings (CBOE) | 2.6 | $2.7M | 14k | 183.73 | |
| iShares MSCI India ETF Etf (INDA) | 2.1 | $2.1M | 41k | 51.59 | |
| iShares MSCI Mexico ETF Etf (EWW) | 2.0 | $2.0M | 29k | 69.31 | |
| VanEck Vectors Vietnam ETF Etf (VNM) | 0.8 | $787k | 57k | 13.90 |
