Marvin & Palmer Associates Inc
Marvin & Palmer Associates Inc reported 28 holdings worth US$159M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 7, 2026
Marvin & Palmer Associates Inc reported 28 holdings worth US$159M as of Jun 30, 2026. Largest: Nvidia Corporation, Citigroup, Inc. and Goldman Sachs Group, Inc. (the). Filed Aug 7, 2026 (Form 13F).
- Holdings
- 28
- Value as reported
- US$159M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Nvidia Corporation | 55,647 | US$11.1M | 7.0% |
| Citigroup, Inc. | 78,786 | US$11M | 6.9% |
| Goldman Sachs Group, Inc. (the) | 10,655 | US$10.8M | 6.8% |
| Morgan Stanley | 47,734 | US$9.98M | 6.3% |
| Caterpillar, Inc. | 9,362 | US$9.97M | 6.3% |
| Cisco Systems, Inc. | 74,113 | US$8.71M | 5.5% |
| Interactive Brokers Group, Inc. | 90,809 | US$7.9M | 5.0% |
| Quanta Services, Inc. | 8,182 | US$5.89M | 3.7% |
| Deere & Company | 9,279 | US$5.89M | 3.7% |
| Kla Corporation | 17,430 | US$5.26M | 3.3% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 10,636 | US$5.08M | 3.2% |
| Micron Technology, Inc. | 3,613 | US$4.17M | 2.6% |
| Ametek, Inc. | 16,669 | US$4.03M | 2.5% |
| Ebay Inc. | 35,697 | US$3.99M | 2.5% |
| Sandisk Corporation | 1,668 | US$3.79M | 2.4% |
| Eli Lilly And Company | 3,065 | US$3.68M | 2.3% |
| Apple Inc | 12,408 | US$3.59M | 2.3% |
| Analog Devices, Inc. | 8,223 | US$3.27M | 2.1% |
| Rtx Corporation | 14,130 | US$2.68M | 1.7% |
| Newmont Corporation | 28,090 | US$2.62M | 1.7% |
| Alphabet Inc (google) Class C | 0 | US$0 | 0.00% |
| Amphenol Corporation | 0 | US$0 | 0.00% |
| Baker Hughes Company | 0 | US$0 | 0.00% |
| Cameco Corporation | 0 | US$0 | 0.00% |
| Nextera Energy, Inc. | 0 | US$0 | 0.00% |
| Parker-hannifin Corporation | 0 | US$0 | 0.00% |
| Tjx Companies, Inc. (the) | 0 | US$0 | 0.00% |
| Valero Energy Corporation | 0 | US$0 | 0.00% |
Source
View original at SEC
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