Marvin & Palmer Associates as of June 30, 2025
Portfolio Holdings for Marvin & Palmer Associates
Marvin & Palmer Associates holds 32 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Invesco Qqq Trust Series 1 Etf (QQQ) | 9.1 | $11M | 19k | 551.64 | |
| Oracle Corporation (ORCL) | 5.7 | $6.7M | 31k | 218.63 | |
| Cisco Systems (CSCO) | 5.7 | $6.7M | 96k | 69.38 | |
| Nvidia Corp Adr (NVDA) | 5.6 | $6.5M | 41k | 157.99 | |
| International Business Machines (IBM) | 5.5 | $6.4M | 22k | 294.78 | |
| Raytheon Technologies Corp (RTX) | 4.5 | $5.3M | 36k | 146.02 | |
| JPMorgan Chase & Co. (JPM) | 4.4 | $5.1M | 18k | 289.91 | |
| Goldman Sachs (GS) | 4.3 | $5.0M | 7.1k | 707.75 | |
| Interactive Brokers Group Com Cl A (IBKR) | 4.3 | $5.0M | 90k | 55.41 | |
| Morgan Stanley (MS) | 4.1 | $4.8M | 34k | 140.86 | |
| Ishares Msci Germany Etf Etf (EWG) | 3.8 | $4.4M | 104k | 42.31 | |
| Charles Schwab Corp/the Etf (SCHW) | 3.1 | $3.7M | 40k | 91.24 | |
| Crowdstrike Hldgs Inc cl a (CRWD) | 3.1 | $3.6M | 7.2k | 509.31 | |
| Cardinal Health (CAH) | 3.0 | $3.5M | 21k | 168.00 | |
| eBay (EBAY) | 2.9 | $3.4M | 46k | 74.46 | |
| Ishares Msci Poland Etf Etf (EPOL) | 2.9 | $3.3M | 104k | 32.26 | |
| Amphenol Corporation (APH) | 2.7 | $3.1M | 32k | 98.75 | |
| Broadcom (AVGO) | 2.7 | $3.1M | 11k | 275.65 | |
| Netflix (NFLX) | 2.7 | $3.1M | 2.3k | 1339.13 | |
| Costco Wholesale Corporation (COST) | 2.6 | $3.1M | 3.1k | 989.94 | |
| Welltower Inc Com reit (WELL) | 2.6 | $3.1M | 20k | 153.73 | |
| Sap Se Sponsored Adr (SAP) | 2.6 | $3.0M | 9.9k | 304.10 | |
| O'reilly Automotive (ORLY) | 2.5 | $2.9M | 33k | 90.13 | |
| Trane Technologies SHS (TT) | 2.4 | $2.8M | 6.5k | 437.41 | |
| Parker-Hannifin Corporation (PH) | 2.4 | $2.8M | 4.0k | 698.47 | |
| Ishares Msci Japan Etf Etf (EWJ) | 1.6 | $1.9M | 26k | 74.97 | |
| Sea Sponsored Adr (SE) | 1.6 | $1.9M | 12k | 159.94 | |
| Ishares Msci Uae Etf Etf (UAE) | 0.8 | $954k | 51k | 18.72 | |
| Spdr S&p 500 Etf Trust Etf (SPY) | 0.3 | $399k | 646.00 | 617.85 | |
| Ishares Msci Spain Etf Etf (EWP) | 0.1 | $112k | 2.5k | 44.03 | |
| Ishares Msci Singapore Etf Etf (EWS) | 0.1 | $110k | 4.2k | 25.98 | |
| Vaneck Vietnam Etf Etf (VNM) | 0.1 | $75k | 5.4k | 13.75 |
