MARVIN & PALMER ASSOCIATES INC — 13F Holdings

2026 Q2  ·  37 Positions

2026 Q2 Portfolio Activity

In 2026 Q2, MARVIN & PALMER ASSOCIATES INC maintained a portfolio of 37 distinct positions. The most significant new addition was ISHARES TR, now representing 7.58% of the total fund value. They heavily accumulated shares in GOLDMAN SACHS GROUP INC, increasing the position by 148.1%. The fund also reduced its exposure to RTX CORP by 57.4%.
Position History hover any row below to update
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MARVIN & PALMER ASSOCIATES INC Wilmington, DE Institutional Asset Manager AUM $159M
PCA Score Concentration Risk
Risk ENB
Total Positions
37
Quarter
2026 Q2
Top Holding
SOXX (7.6%)
Top 10 Concentration
60.4%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-37 of 37

MARVIN & PALMER ASSOCIATES INC Full Holdings List — 2026 Q2

Stock History Sector / Type Port % Prev % Rank / Prev Conviction
Freshness
Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
SOXX
ISHARES TR
ETF 7.58% #1
Prev: #—
8.5
18,797
NEW
18,797 $12,044,366
$640.76 -18.9%
$640.76 -18.9%
2026 Q2 13F Filing 2026-06-30 2026-08-07
NVDA
NVIDIA CORPORAT...
Technology 7.00% 11.68% #2 1
Prev: #1
4.8
-310 -0.6%
P
S
55,647 $11,134,408 2007 Q2 13F Filing 2026-06-30 2026-08-07
C
CITIGROUP INC
Financial Services 6.94% 4.52% #3 3
Prev: #6
6.8
45,496 136.7%
P
S
78,786 $11,026,889 1999 Q1 13F Filing 2026-06-30 2026-08-07
GS
GOLDMAN SACHS G...
Financial Services 6.78% 4.35% #4 7
Prev: #11
6.2
6,360 148.1%
P
S
10,655 $10,776,147 2000 Q1 13F Filing 2026-06-30 2026-08-07
MS
MORGAN STANLEY
Financial Services 6.28% #5
Prev: #—
6.5
47,734
NEW
47,734 $9,978,315 1999 Q4 13F Filing 2026-06-30 2026-08-07
CAT
CATERPILLAR INC
Industrials 6.27% 4.47% #6 2
Prev: #8
5.5
4,092 77.6%
P
S
9,362 $9,969,594 2002 Q2 13F Filing 2026-06-30 2026-08-07
CSCO
CISCO SYS INC
Technology 5.48% #7
Prev: #—
5.7
74,113
NEW
74,113 $8,705,313 1999 Q1 13F Filing 2026-06-30 2026-08-07
XBI
SPDR SERIES TRU...
Unknown 5.40% 4.61% #8 4
Prev: #4
5.2
24,150 80.1%
P
S
54,286 $8,590,760 2017 Q3 13F Filing 2026-06-30 2026-08-07
IBKR
INTERACTIVE BRO...
Financial Services 4.97% #9
Prev: #—
5.5
90,809
NEW
90,809 $7,904,015 2018 Q2 13F Filing 2026-06-30 2026-08-07
PWR
QUANTA SVCS INC
Industrials 3.71% 3.89% #10 8
Prev: #18
4.0
2,265 38.3%
P
S
8,182 $5,891,367 2008 Q2 13F Filing 2026-06-30 2026-08-07
DE
DEERE & CO
Industrials 3.70% 3.73% #11 9
Prev: #20
4.5
3,743 67.6%
P
S
9,279 $5,885,948 2003 Q4 13F Filing 2026-06-30 2026-08-07
KLAC
KLA CORP
Technology 3.31% #12
Prev: #—
4.8
17,430
NEW
17,430 $5,258,805 2002 Q2 13F Filing 2026-06-30 2026-08-07
TSM
TAIWAN SEMICOND...
Technology 3.20% 4.55% #13 8
Prev: #5
1.8
-600 -5.3%
P
S
10,636 $5,079,435 1999 Q4 13F Filing 2026-06-30 2026-08-07
EWT
ISHARES INC
ETF 2.96% #14
Prev: #—
4.7
43,390
NEW
43,390 $4,712,588 2017 Q2 13F Filing 2026-06-30 2026-08-07
EWJ
ISHARES INC
ETF 2.77% #15
Prev: #—
4.6
47,202
NEW
47,202 $4,402,531 2020 Q4 13F Filing 2026-06-30 2026-08-07
MU
MICRON TECHNOLO...
Technology 2.62% #16
Prev: #—
4.5
3,613
NEW
3,613 $4,170,450 1999 Q3 13F Filing 2026-06-30 2026-08-07
AME
AMETEK INC
Industrials 2.54% 4.34% #17 5
Prev: #12
1.5
-248 -1.5%
P
S
16,669 $4,032,898 2012 Q1 13F Filing 2026-06-30 2026-08-07
EBAY
EBAY INC.
Consumer Cyclical 2.51% #18
Prev: #—
4.5
35,697
NEW
35,697 $3,989,140 1999 Q2 13F Filing 2026-06-30 2026-08-07
SNDK
SANDISK CORP
Technology 2.39% #19
Prev: #—
4.5
1,668
NEW
1,668 $3,792,582 2005 Q3 13F Filing 2026-06-30 2026-08-07
LLY
ELI LILLY & CO
Healthcare 2.31% #20
Prev: #—
4.4
3,065
NEW
3,065 $3,676,253 2018 Q4 13F Filing 2026-06-30 2026-08-07
AAPL
APPLE INC
Technology 2.26% 3.83% #21 2
Prev: #19
1.4
-191 -1.5%
P
S
12,408 $3,590,379 2003 Q3 13F Filing 2026-06-30 2026-08-07
EWY
ISHARES INC
ETF 2.09% #22
Prev: #—
4.3
16,480
NEW
16,480 $3,327,312 2017 Q2 13F Filing 2026-06-30 2026-08-07
ADI
ANALOG DEVICES ...
Technology 2.05% #23
Prev: #—
4.3
8,223
NEW
8,223 $3,265,929 2003 Q4 13F Filing 2026-06-30 2026-08-07
RTX
RTX CORPORATION
Industrials 1.69% 7.66% #24 22
Prev: #2
0.7
-19,049 -57.4%
P
S
14,130 $2,680,885 2022 Q1 13F Filing 2026-06-30 2026-08-07
NEM
NEWMONT CORP
Basic Materials 1.65% 3.64% #25 4
Prev: #21
1.7
no change no change
P
S
28,090 $2,623,606 2007 Q4 13F Filing 2026-06-30 2026-08-07
IWM
ISHARES TR
ETF 1.31% #26
Prev: #—
4.0
6,950
NEW
6,950 $2,088,128 2022 Q4 13F Filing 2026-06-30 2026-08-07
EPOL
ISHARES TR
ETF 0.12% #27
Prev: #—
3.5
4,750
NEW
4,750 $183,398 2025 Q1 13F Filing 2026-06-30 2026-08-07
EIS
ISHARES INC
ETF 0.11% #28
Prev: #—
3.5
1,500
NEW
1,500 $181,065 2025 Q3 13F Filing 2026-06-30 2026-08-07
GOOGL
ALPHABET INC
Communication Services 0.00% 3.99%
Sold All 😨
(Was: #17)
0.0
-11,579 -100.0%
CLOSED
$— 2015 Q4 13F Filing 2026-06-30 2026-08-07
NEE
NEXTERA ENERGY ...
Utilities 0.00% 4.08%
Sold All 😨
(Was: #16)
0.0
-36,655 -100.0%
CLOSED
$— 2026 Q1 13F Filing 2026-06-30 2026-08-07
APH
AMPHENOL CORP
Technology 0.00% 4.09%
Sold All 😨
(Was: #15)
0.0
-27,070 -100.0%
CLOSED
$— 2007 Q4 13F Filing 2026-06-30 2026-08-07
CCJ
CAMECO CORP
Energy 0.00% 4.20%
Sold All 😨
(Was: #14)
0.0
-32,274 -100.0%
CLOSED
$— 2007 Q2 13F Filing 2026-06-30 2026-08-07
PH
PARKER-HANNIFIN...
Industrials 0.00% 4.22%
Sold All 😨
(Was: #13)
0.0
-3,939 -100.0%
CLOSED
$— 2004 Q1 13F Filing 2026-06-30 2026-08-07
IBB
ISHARES BIOTECH...
ETF 0.00% 4.41%
Sold All 😨
(Was: #10)
0.0
-21,824 -100.0%
CLOSED
$— 2025 Q4 13F Filing 2026-06-30 2026-08-07
TJX
TJX COS INC/THE
Consumer Cyclical 0.00% 4.46%
Sold All 😨
(Was: #9)
0.0
-23,311 -100.0%
CLOSED
$— 2008 Q1 13F Filing 2026-06-30 2026-08-07
BKR
BAKER HUGHES CO
Energy 0.00% 4.50%
Sold All 😨
(Was: #7)
0.0
-61,525 -100.0%
CLOSED
$— 2026 Q1 13F Filing 2026-06-30 2026-08-07
VLO
VALERO ENERGY C...
Energy 0.00% 4.79%
Sold All 😨
(Was: #3)
0.0
-16,210 -100.0%
CLOSED
$— 2004 Q1 13F Filing 2026-06-30 2026-08-07
Showing 1-37 of 37 holdings

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