Marvin & Palmer Associates as of March 31, 2025
Portfolio Holdings for Marvin & Palmer Associates
Marvin & Palmer Associates holds 23 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| O'reilly Automotive (ORLY) | 5.1 | $3.4M | 2.4k | 1432.58 | |
| Cardinal Health (CAH) | 4.8 | $3.2M | 24k | 137.77 | |
| Cisco Systems (CSCO) | 4.8 | $3.2M | 52k | 61.71 | |
| Parker-Hannifin Corporation (PH) | 4.8 | $3.2M | 5.3k | 607.85 | |
| Metropcs Communications (TMUS) | 4.8 | $3.2M | 12k | 266.71 | |
| Costco Wholesale Corporation (COST) | 4.8 | $3.2M | 3.4k | 945.78 | |
| Charles Schwab Corporation (SCHW) | 4.8 | $3.2M | 41k | 78.28 | |
| Visa (V) | 4.7 | $3.1M | 9.0k | 350.46 | |
| JPMorgan Chase & Co. (JPM) | 4.7 | $3.1M | 13k | 245.30 | |
| Arthur J. Gallagher & Co. (AJG) | 4.7 | $3.1M | 9.1k | 345.24 | |
| Ameriprise Financial (AMP) | 4.6 | $3.1M | 6.4k | 484.11 | |
| Goldman Sachs (GS) | 4.6 | $3.1M | 5.6k | 546.29 | |
| Raytheon Technologies Corp (RTX) | 4.5 | $3.0M | 23k | 132.46 | |
| eBay (EBAY) | 4.4 | $3.0M | 44k | 67.73 | |
| Facebook Inc cl a (META) | 4.3 | $2.9M | 5.0k | 576.36 | |
| International Business Machines (IBM) | 4.3 | $2.9M | 12k | 248.66 | |
| Apple (AAPL) | 4.2 | $2.8M | 13k | 222.13 | |
| Amazon (AMZN) | 4.2 | $2.8M | 15k | 190.26 | |
| Morgan Stanley Cl A (MS) | 4.2 | $2.8M | 24k | 116.67 | |
| Intuitive Surgical Com New (ISRG) | 4.2 | $2.8M | 5.6k | 495.27 | |
| NVIDIA Corporation (NVDA) | 3.4 | $2.3M | 21k | 108.38 | |
| Ishares Msci Poland Etf Etf (EPOL) | 3.0 | $2.0M | 73k | 28.01 | |
| Ishares Msci Uae Etf Etf (UAE) | 2.1 | $1.4M | 82k | 16.97 |
