Marvin & Palmer Associates as of March 31, 2017
Portfolio Holdings for Marvin & Palmer Associates
Marvin & Palmer Associates holds 35 positions in its portfolio as reported in the March 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Oclaro | 5.5 | $7.6M | 775k | 9.82 | |
| Texas Instruments Incorporated (TXN) | 5.1 | $7.1M | 88k | 80.56 | |
| Lumentum Hldgs (LITE) | 5.1 | $7.1M | 132k | 53.35 | |
| Lam Research Corporation (LRCX) | 5.0 | $6.9M | 54k | 128.36 | |
| Charles Schwab Corporation (SCHW) | 4.8 | $6.7M | 163k | 40.81 | |
| Facebook Inc cl a (META) | 4.5 | $6.3M | 44k | 142.05 | |
| Blackstone | 4.4 | $6.0M | 203k | 29.70 | |
| Parker-Hannifin Corporation (PH) | 4.0 | $5.5M | 35k | 160.32 | |
| BlackRock (BLK) | 4.0 | $5.5M | 14k | 383.49 | |
| Fabrinet (FN) | 3.9 | $5.3M | 127k | 42.03 | |
| Cummins (CMI) | 3.8 | $5.2M | 35k | 151.19 | |
| J.B. Hunt Transport Services (JBHT) | 3.4 | $4.7M | 52k | 91.73 | |
| Zions Bancorporation (ZION) | 3.3 | $4.6M | 109k | 42.00 | |
| JPMorgan Chase & Co. (JPM) | 3.2 | $4.4M | 51k | 87.83 | |
| Amazon (AMZN) | 3.1 | $4.3M | 4.9k | 886.53 | |
| L3 Technologies | 2.9 | $4.0M | 24k | 165.30 | |
| Eaton (ETN) | 2.6 | $3.5M | 48k | 74.15 | |
| EOG Resources (EOG) | 2.6 | $3.5M | 36k | 97.55 | |
| Align Technology (ALGN) | 2.5 | $3.5M | 31k | 114.71 | |
| Comerica Incorporated (CMA) | 2.5 | $3.5M | 51k | 68.58 | |
| Cme (CME) | 2.5 | $3.4M | 29k | 118.81 | |
| Amphenol Corporation (APH) | 2.5 | $3.4M | 48k | 71.16 | |
| UnitedHealth (UNH) | 2.4 | $3.3M | 20k | 164.02 | |
| Halliburton Company (HAL) | 2.3 | $3.2M | 64k | 49.21 | |
| Comcast Corporation (CMCSA) | 2.2 | $3.1M | 81k | 37.60 | |
| SPDR KBW Regional Banking (KRE) | 2.2 | $3.0M | 55k | 54.60 | |
| Union Pacific Corporation (UNP) | 2.1 | $2.9M | 27k | 105.94 | |
| Alphabet Inc Class A cs (GOOGL) | 2.1 | $2.8M | 3.3k | 847.90 | |
| Broad | 1.8 | $2.4M | 11k | 218.92 | |
| Kulicke and Soffa Industries (KLIC) | 1.2 | $1.7M | 82k | 20.32 | |
| iShares MSCI Cntry Asa Jpn Idx Fnd (AAXJ) | 0.9 | $1.2M | 19k | 62.96 | |
| Arista Networks (ANET) | 0.8 | $1.0M | 7.8k | 132.30 | |
| Vaneck Vectors Etf Tr vietnam etf (VNM) | 0.6 | $880k | 63k | 14.02 | |
| MSCI Indonesia Investable Market Ind (EIDO) | 0.0 | $25k | 975.00 | 25.64 | |
| Acacia Communications | 0.0 | $20k | 345.00 | 57.97 |
