Marvin & Palmer Associates as of March 31, 2026
Portfolio Holdings for Marvin & Palmer Associates
Marvin & Palmer Associates holds 21 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 11.7 | $9.8M | 56k | 174.40 | |
| Raytheon Technologies Corp (RTX) | 7.7 | $6.4M | 33k | 192.90 | |
| Valero Energy Corporation (VLO) | 4.8 | $4.0M | 16k | 247.08 | |
| Spdr S&p Biotech Etf S&p Biotech Etf (XBI) | 4.6 | $3.8M | 30k | 127.73 | |
| Taiwan Semiconductor Manufacturing Sponsored Ads (TSM) | 4.5 | $3.8M | 11k | 337.95 | |
| Citigroup Com New (C) | 4.5 | $3.8M | 33k | 113.41 | |
| Baker Hughes Cl A (BKR) | 4.5 | $3.8M | 62k | 61.05 | |
| Caterpillar (CAT) | 4.5 | $3.7M | 5.3k | 708.46 | |
| TJX Companies (TJX) | 4.5 | $3.7M | 23k | 159.70 | |
| Ishares Biotechnology Etf Biotechnology Etf (IBB) | 4.4 | $3.7M | 22k | 168.85 | |
| Goldman Sachs (GS) | 4.3 | $3.6M | 4.3k | 845.99 | |
| Ametek (AME) | 4.3 | $3.6M | 17k | 214.36 | |
| Parker-Hannifin Corporation (PH) | 4.2 | $3.5M | 3.9k | 895.24 | |
| Cameco Corporation (CCJ) | 4.2 | $3.5M | 32k | 108.61 | |
| Amphenol Corp Cl A (APH) | 4.1 | $3.4M | 27k | 126.35 | |
| Nextera Energy (NEE) | 4.1 | $3.4M | 37k | 92.88 | |
| Alphabet Cap Stk Cl A (GOOGL) | 4.0 | $3.3M | 12k | 287.56 | |
| Quanta Services (PWR) | 3.9 | $3.2M | 5.9k | 549.02 | |
| Apple (AAPL) | 3.8 | $3.2M | 13k | 253.79 | |
| Deere & Company (DE) | 3.7 | $3.1M | 5.5k | 563.30 | |
| Newmont Mining Corporation (NEM) | 3.6 | $3.0M | 28k | 108.25 |
