Marvin & Palmer Associates

Marvin & Palmer Associates as of Sept. 30, 2024

Portfolio Holdings for Marvin & Palmer Associates

Marvin & Palmer Associates holds 32 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Kkr & Co (KKR) 6.6 $7.8M 60k 130.58
Spdr S&p Biotech Etf S&p Biotech (XBI) 6.4 $7.6M 77k 98.80
Goldman Sachs (GS) 6.0 $7.1M 14k 495.11
Interactive Brokers Group Com Cl A (IBKR) 5.7 $6.8M 49k 139.36
Spdr S&p 500 Etf Trust Tr Unit (SPY) 5.6 $6.7M 12k 573.76
United Rentals (URI) 5.6 $6.7M 8.2k 809.73
Carlisle Companies (CSL) 5.1 $6.1M 14k 449.75
Parker-Hannifin Corporation (PH) 4.9 $5.8M 9.3k 631.82
Intuitive Surgical Com New (ISRG) 4.8 $5.8M 12k 491.27
NVIDIA Corporation (NVDA) 4.7 $5.6M 46k 121.44
Ishares Core S&p Small-cap Etf Core S&p Scp Etf (IJR) 3.2 $3.8M 33k 116.96
Hilton Worldwide Holdings (HLT) 2.9 $3.5M 15k 230.50
Costco Wholesale Corporation (COST) 2.7 $3.3M 3.7k 886.52
Trane Technologies SHS (TT) 2.7 $3.2M 8.2k 388.73
Intercontinental Exchange (ICE) 2.6 $3.2M 20k 160.64
Meta Platforms Cl A (META) 2.6 $3.2M 5.5k 572.44
Abbvie (ABBV) 2.6 $3.1M 16k 197.48
Brown & Brown (BRO) 2.6 $3.1M 30k 103.60
Apple (AAPL) 2.5 $3.0M 13k 233.00
Vertex Pharmaceuticals Incorporated (VRTX) 2.5 $3.0M 6.5k 465.08
Vanguard Value Etf Value Etf (VTV) 2.5 $3.0M 17k 174.57
Metropcs Communications (TMUS) 2.5 $3.0M 14k 206.36
Alphabet Cap Stk Cl A (GOOGL) 2.3 $2.8M 17k 165.85
JPMorgan Chase & Co. (JPM) 2.3 $2.7M 13k 210.86
Ishares China Large-cap Etf China Lg-cap Etf (FXI) 2.2 $2.6M 82k 31.78
Ishares Msci India Etf Msci India Etf (INDA) 1.7 $2.1M 35k 58.53
Ishares Msci Japan Etf Msci Jpn Etf New (EWJ) 1.6 $1.9M 27k 71.54
Sea Sponsord Ads (SE) 1.3 $1.6M 17k 94.28
Grupo Financiero Galicia Sa Sponsored Adr (GGAL) 0.8 $897k 21k 42.09
Select Sector Spdr Tr Financial (XLF) 0.2 $284k 6.3k 45.32
Ishares Msci Singapore Etf Msci Singpor Etf (EWS) 0.1 $109k 4.9k 22.15
Ishares Msci Malaysia Etf Msci Mly Etf New (EWM) 0.1 $73k 2.7k 27.05