Marvin & Palmer Associates as of June 30, 2024
Portfolio Holdings for Marvin & Palmer Associates
Marvin & Palmer Associates holds 28 positions in its portfolio as reported in the June 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Eaton Corporation SHS (ETN) | 5.4 | $5.3M | 17k | 313.55 | |
| NVIDIA Corporation (NVDA) | 5.3 | $5.2M | 51k | 102.36 | |
| Interactive Brokers Group Com Cl A (IBKR) | 5.2 | $5.1M | 42k | 122.60 | |
| Parker-Hannifin Corporation (PH) | 5.2 | $5.1M | 8.7k | 580.69 | |
| Microsoft Corporation (MSFT) | 5.2 | $5.1M | 7.3k | 691.82 | |
| Goldman Sachs (GS) | 4.8 | $4.7M | 10k | 452.32 | |
| Ingersoll Rand (IR) | 4.8 | $4.7M | 52k | 90.84 | |
| Carlisle Companies (CSL) | 4.6 | $4.5M | 11k | 405.21 | |
| Ameriprise Financial (AMP) | 4.4 | $4.3M | 10k | 427.19 | |
| Invesco QQQ ETF Unit Ser 1 (QQQ) | 4.3 | $4.2M | 3.8k | 1116.87 | |
| Kkr & Co (KKR) | 4.3 | $4.2M | 42k | 100.53 | |
| SPDR S&P 500 ETF Trust Tr Unit (SPY) | 4.3 | $4.2M | 6.4k | 658.68 | |
| iShares Msci Jpn Etf New (EWJ) | 4.1 | $4.0M | 21k | 189.00 | |
| Hilton Worldwide Holdings (HLT) | 3.6 | $3.5M | 16k | 218.20 | |
| Costco Wholesale Corporation (COST) | 3.5 | $3.4M | 4.0k | 849.99 | |
| Amazon (AMZN) | 3.5 | $3.4M | 17k | 193.25 | |
| United Rentals (URI) | 3.4 | $3.3M | 4.6k | 723.96 | |
| Alphabet Cap Stk Cl A (GOOGL) | 3.2 | $3.1M | 17k | 182.15 | |
| Cadence Design Systems (CDNS) | 3.1 | $3.1M | 10k | 307.75 | |
| Charles Schwab Corporation (SCHW) | 3.0 | $3.0M | 40k | 73.69 | |
| McKesson Corporation (MCK) | 2.9 | $2.8M | 5.3k | 536.34 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 2.9 | $2.8M | 6.7k | 417.57 | |
| Meta Platforms Cl A (META) | 2.8 | $2.7M | 5.7k | 485.15 | |
| Caterpillar (CAT) | 2.5 | $2.4M | 7.2k | 333.10 | |
| iShares TR Msci India Etf (INDA) | 2.2 | $2.1M | 27k | 78.04 | |
| VanEck Vectors Vietnam ETF Vaneck Vietnam (VNM) | 0.8 | $787k | 57k | 13.90 | |
| Sea Sponsord Ads (SE) | 0.7 | $699k | 9.8k | 71.42 | |
| Applied Materials (AMAT) | 0.0 | $5.1k | 22k | 0.24 |
