MARVIN & PALMER ASSOCIATES INC
21 holdingsFiling period: 2026-03-31Current AUM: $93.1Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORP | 56.0K | $9.8M | $11.2M | 12.07% | +27 | 2026-03-31 |
| 2 | RTX | RTX CORP | 33.2K | $6.4M | $7.1M | 7.67% | -2,810 | 2026-03-31 |
| 3 | VLO | VALERO ENERGY CORP | 16.2K | $4.0M | $5.1M | 5.45% | -- | 2026-03-31 |
| 4 | XBI | SPDR S&P BIOTECH ETF | 30.1K | $3.8M | $4.4M | 4.76% | +3.2K | 2026-03-31 |
| 5 | TSM | TAIWAN SEMICONDUCTOR MANUFACTURING SPON | 11.2K | $3.8M | $4.5M | 4.88% | -1,369 | 2026-03-31 |
| 6 | C | CITIGROUP INC | 33.3K | $3.8M | $4.4M | 4.74% | -50,676 | 2026-03-31 |
| 7 | BKR | BAKER HUGHES CO | 61.5K | $3.8M | $3.7M | 4.00% | -- | 2026-03-31 |
| 8 | CAT | CATERPILLAR INC | 5.3K | $3.7M | $4.3M | 4.61% | -1,215 | 2026-03-31 |
| 9 | TJX | TJX COS INC/THE | 23.3K | $3.7M | $3.7M | 3.94% | -27 | 2026-03-31 |
| 10 | IBB | ISHARES BIOTECHNOLOGY ETF | 21.8K | $3.7M | $4.1M | 4.37% | -20,395 | 2026-03-31 |
| 11 | GS | GOLDMAN SACHS GROUP INC/THE | 4.3K | $3.6M | $4.4M | 4.70% | -6,573 | 2026-03-31 |
| 12 | AME | AMETEK INC | 16.9K | $3.6M | $4.1M | 4.39% | -- | 2026-03-31 |
| 13 | PH | PARKER-HANNIFIN CORP | 3.9K | $3.5M | $3.8M | 4.13% | +1 | 2026-03-31 |
| 14 | CCJ | CAMECO CORP | 32.3K | $3.5M | $2.8M | 2.99% | -5,399 | 2026-03-31 |
| 15 | APH | AMPHENOL CORP | 27.1K | $3.4M | $4.3M | 4.67% | -30 | 2026-03-31 |
| 16 | NEE | NEXTERA ENERGY INC | 36.7K | $3.4M | $3.2M | 3.42% | -- | 2026-03-31 |
| 17 | GOOGL | ALPHABET INC | 11.6K | $3.3M | $4.1M | 4.43% | -15,948 | 2026-03-31 |
| 18 | PWR | QUANTA SERVICES INC | 5.9K | $3.2M | $3.9M | 4.24% | -- | 2026-03-31 |
| 19 | AAPL | APPLE INC | 12.6K | $3.2M | $3.9M | 4.18% | -11,449 | 2026-03-31 |
| 20 | DE | DEERE & CO | 5.5K | $3.1M | $3.3M | 3.52% | -- | 2026-03-31 |
| 21 | NEM | NEWMONT CORP | 28.1K | $3.0M | $2.6M | 2.83% | -40,238 | 2026-03-31 |
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