Marvin & Palmer Associates Inc
28 holdingsFiling period: 2026-06-30Current AUM: $145.6Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | SOXX | iShares TR | 18.8K | $12.0M | $9.7M | 6.63% | -- | 2026-06-30 |
| 2 | NVDA | NVIDIA Corporation | 55.6K | $11.1M | $11.9M | 8.16% | -310 | 2026-06-30 |
| 3 | C | Citigroup Inc | 78.8K | $11.0M | $9.9M | 6.80% | +45.5K | 2026-06-30 |
| 4 | GS | Goldman Sachs Group Inc | 10.7K | $10.8M | $9.9M | 6.79% | +6.4K | 2026-06-30 |
| 5 | MS | Morgan Stanley | 47.7K | $10.0M | $9.1M | 6.23% | -- | 2026-06-30 |
| 6 | CAT | Caterpillar Inc | 9.4K | $10.0M | $6.1M | 4.16% | +4.1K | 2026-06-30 |
| 7 | CSCO | Cisco Sys Inc | 74.1K | $8.7M | $8.0M | 5.53% | -- | 2026-06-30 |
| 8 | XBI | Spdr Series Trust | 54.3K | $8.6M | $8.6M | 5.88% | +24.1K | 2026-06-30 |
| 9 | IBKR | Interactive Brokers Group in | 90.8K | $7.9M | $7.4M | 5.10% | -- | 2026-06-30 |
| 10 | PWR | Quanta Svcs Inc | 8.2K | $5.9M | $5.2M | 3.57% | +2.3K | 2026-06-30 |
| 11 | DE | Deere & Co | 9.3K | $5.9M | $6.1M | 4.20% | +3.7K | 2026-06-30 |
| 12 | KLAC | Kla Corp | 17.4K | $5.3M | $2.9M | 2.00% | -- | 2026-06-30 |
| 13 | TSM | Taiwan Semiconductor Manufac | 10.6K | $5.1M | $4.6M | 3.15% | -600 | 2026-06-30 |
| 14 | EWT | iShares Inc | 43.4K | $4.7M | $4.6M | 3.16% | -- | 2026-06-30 |
| 15 | EWJ | iShares Inc | 47.2K | $4.4M | $4.5M | 3.08% | -- | 2026-06-30 |
| 16 | MU | Micron Technology Inc | 3.6K | $4.2M | $3.4M | 2.32% | -- | 2026-06-30 |
| 17 | AME | Ametek Inc | 16.7K | $4.0M | $4.2M | 2.88% | -248 | 2026-06-30 |
| 18 | EBAY | Ebay Inc. | 35.7K | $4.0M | $4.3M | 2.97% | -- | 2026-06-30 |
| 19 | SNDK | Sandisk Corp | 1.7K | $3.8M | $2.2M | 1.52% | -- | 2026-06-30 |
| 20 | LLY | Eli Lilly & Co | 3.1K | $3.7M | $4.2M | 2.89% | -- | 2026-06-30 |
| 21 | AAPL | Apple Inc | 12.4K | $3.6M | $4.3M | 2.97% | -191 | 2026-06-30 |
| 22 | EWY | iShares Inc | 16.5K | $3.3M | $2.7M | 1.83% | -- | 2026-06-30 |
| 23 | ADI | Analog Devices Inc | 8.2K | $3.3M | $3.6M | 2.45% | -- | 2026-06-30 |
| 24 | RTX | Rtx Corporation | 14.1K | $2.7M | $2.8M | 1.93% | -19,049 | 2026-06-30 |
| 25 | NEM | Newmont Corp | 28.1K | $2.6M | $3.1M | 2.16% | -- | 2026-06-30 |
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