MARVIN & PALMER ASSOCIATES INC
CIK 860645 · View on SEC EDGAR ↗
- Portfolio value
- $159.0M
- Positions
- 28
- As of
- June 30, 2026
#7,207 of 9,443 by 13F value · top 76.3%
Portfolio value QoQ: +90.3% 13F does not disclose cash
- Top 10 holdings weight
- 60.40%
- Top 25 holdings weight
- 98.46%
- Positions above 1%
- 26
- Effective number of positions
- 20.8
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2026: 30.05% Est. buys $102,664,620 · sells $36,433,119
Median holding: 2.0 quarters Tracked Q4 2024–Q2 2026 · 34.1% still held
- New positions
- 16
- Increased
- 6
- Decreased
- 5
- Closed
- 9
On this page
- Performance vs S&P How this manager's 13F portfolio performed against the S&P 500.
- Sector breakdown How the portfolio splits across market sectors.
- Portfolio Every stock this institution reports holding, from its latest 13F.
- Biggest new bets Brand-new positions opened in the latest quarter.
- Top moves The biggest position increases and decreases this quarter.
- Exited positions Positions the manager fully sold out of last quarter.
Performance vs S&P 500
Annualized: +17.4% · S&P 500: +18.0%
Approximates a buy-and-hold portfolio built from quarterly SEC 13F snapshots. Excludes cash, short positions, options/derivatives, and non-13(f) securities — reflects the disclosed long-equity book only, not total fund AUM. SEC filing lag is up to 45 days; this is not a real-time-copyable timing.
Priceable coverage: 95.5% · Options excluded: 0.0%
Sector breakdown
Technology
22.8%
Financial Services
18.0%
Industrials
17.9%
Financials
6.9%
Communications
5.5%
Retail
2.5%
Healthcare
2.3%
Materials
1.7%
Other/Unmapped
22.4%
Full portfolio 28 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| SOXX SOXX | $12,044,366 | 7.58% | 18,797 | Up ×1 | |||
| NVDA NVIDIA Corporation - Common Stock | $11,134,408 | 7.00% | 55,647 | $1,375,507 | Down ×1 | ||
| C Citigroup, Inc. Common Stock | $11,026,889 | 6.94% | 78,786 | $7,251,470 | Up ×1 | ||
| GS Goldman Sachs Group, Inc. (The) Common Stock | $10,776,147 | 6.78% | 10,655 | $7,142,620 | Up ×1 | ||
| MS Morgan Stanley Common Stock | $9,978,315 | 6.28% | 47,734 | ||||
| CAT Caterpillar, Inc. Common Stock | $9,969,594 | 6.27% | 9,362 | $6,236,010 | Up ×1 | ||
| CSCO Cisco Systems, Inc. - Common Stock | $8,705,313 | 5.48% | 74,113 | ||||
| XBI XBI | $8,590,760 | 5.40% | 54,286 | $4,741,489 | Up ×2 | ||
| IBKR Interactive Brokers Group, Inc. - Class A Common Stock | $7,904,015 | 4.97% | 90,809 | ||||
| PWR Quanta Services, Inc. Common Stock | $5,891,367 | 3.71% | 8,182 | $2,642,816 | Up ×1 | ||
| DE Deere & Company Common Stock | $5,885,948 | 3.70% | 9,279 | $2,767,519 | Up ×1 | ||
| KLAC KLA Corporation - Common Stock | $5,258,805 | 3.31% | 17,430 | Up ×1 | |||
| TSM Taiwan Semiconductor Manufacturing Company Ltd. | $5,079,435 | 3.20% | 10,636 | $1,282,229 | Down ×2 | ||
| EWT | $4,712,588 | 2.96% | 43,390 | Up ×1 | |||
| EWJ | $4,402,531 | 2.77% | 47,202 | ||||
| MU Micron Technology, Inc. - Common Stock | $4,170,450 | 2.62% | 3,613 | ||||
| AME AMETEK, Inc. | $4,032,898 | 2.54% | 16,669 | $406,570 | Down ×1 | ||
| EBAY eBay Inc. - Common Stock | $3,989,140 | 2.51% | 35,697 | ||||
| SNDK Sandisk Corporation - Common Stock | $3,792,582 | 2.39% | 1,668 | Up ×1 | |||
| LLY Eli Lilly and Company Common Stock | $3,676,253 | 2.31% | 3,065 | Up ×1 | |||
| AAPL Apple Inc. - Common Stock | $3,590,379 | 2.26% | 12,408 | $392,879 | Down ×2 | ||
| EWY | $3,327,312 | 2.09% | 16,480 | Up ×1 | |||
| ADI Analog Devices, Inc. - Common Stock | $3,265,929 | 2.05% | 8,223 | Up ×1 | |||
| RTX RTX Corporation Common Stock | $2,680,885 | 1.69% | 14,130 | $-3,719,344 | Down ×4 | ||
| NEM Newmont Corporation | $2,623,606 | 1.65% | 28,090 | $-417,136 | |||
| IWM | $2,088,128 | 1.31% | 6,950 | Up ×1 | |||
| EPOL | $183,398 | 0.12% | 4,750 | ||||
| EIS | $181,065 | 0.11% | 1,500 | ||||
| No matches | |||||||
Biggest new bets
New positions opened this quarter, largest first.
| Security | Value | Shares | % of portfolio |
|---|---|---|---|
| SOXX | $12,044,366 | 18,797 | 7.58% |
| MS | $9,978,315 | 47,734 | 6.28% |
| CSCO | $8,705,313 | 74,113 | 5.48% |
| IBKR | $7,904,015 | 90,809 | 4.97% |
| KLAC | $5,258,805 | 17,430 | 3.31% |
| EWT | $4,712,588 | 43,390 | 2.96% |
| EWJ | $4,402,531 | 47,202 | 2.77% |
| MU | $4,170,450 | 3,613 | 2.62% |
| EBAY | $3,989,140 | 35,697 | 2.51% |
| SNDK | $3,792,582 | 1,668 | 2.39% |
| LLY | $3,676,253 | 3,065 | 2.31% |
| EWY | $3,327,312 | 16,480 | 2.09% |
| ADI | $3,265,929 | 8,223 | 2.05% |
| IWM | $2,088,128 | 6,950 | 1.31% |
| EPOL | $183,398 | 4,750 | 0.12% |
Top movers (QoQ)
Exited positions
Includes corporate events (mergers, delistings) — not all exits are sells
Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.
| Security | Quarter | Shares before | Value before | Price since exit |
|---|---|---|---|---|
| QQQ | Sept. 30, 2025 | 19,200 | $10,591,488 | |
| AVGO | March 31, 2026 | 26,376 | $9,128,734 | 20.4% |
| MS | March 31, 2026 | 50,818 | $9,021,720 | 28.6% |
| IBKR | Dec. 31, 2025 | 117,225 | $8,247,951 | 44.0% |
| ORCL | Dec. 31, 2025 | 30,261 | $7,946,841 | -24.9% |
| KKR | March 31, 2025 | 49,377 | $7,303,352 | -6.0% |
| IBKR | March 31, 2025 | 41,211 | $7,280,747 | 123.7% |
| BX | March 31, 2025 | 40,691 | $7,015,942 | 2.5% |
| XLV | March 31, 2026 | 43,630 | $6,753,924 | No longer tracked |
| CSCO | Sept. 30, 2025 | 96,203 | $6,674,564 | 62.3% |
| IBM | Sept. 30, 2025 | 21,845 | $6,439,469 | -17.2% |
| ORCL | March 31, 2025 | 37,005 | $6,166,513 | 4.8% |
| TT | March 31, 2025 | 13,017 | $4,807,829 | 35.0% |
| QQQ | March 31, 2025 | 9,320 | $4,764,664 | |
| EWG | Sept. 30, 2025 | 104,156 | $4,406,840 | No longer tracked |
| IJR | March 31, 2026 | 35,470 | $4,262,785 | No longer tracked |
| MU | Dec. 31, 2025 | 18,206 | $4,073,957 | 245.0% |
| VLO | June 30, 2026 | 16,210 | $4,005,167 | 32.8% |
| JPM | March 31, 2026 | 12,070 | $3,889,195 | 20.8% |
| BAC | March 31, 2026 | 69,206 | $3,806,330 | 28.1% |
| BKR | June 30, 2026 | 61,525 | $3,756,101 | 15.1% |
| TJX | June 30, 2026 | 23,311 | $3,722,767 | -6.8% |
| IBB | June 30, 2026 | 21,824 | $3,684,982 | 12.4% |
| SCHW | Sept. 30, 2025 | 40,111 | $3,659,728 | 16.5% |
| CRWD | Sept. 30, 2025 | 7,153 | $3,643,094 | -61.8% |
| WELL | Dec. 31, 2025 | 19,691 | $3,564,859 | 28.4% |
| PH | June 30, 2026 | 3,939 | $3,526,350 | 3.4% |
| CAH | Sept. 30, 2025 | 20,973 | $3,523,464 | 46.9% |
| CCJ | June 30, 2026 | 32,274 | $3,505,279 | -0.2% |
| APH | June 30, 2026 | 27,070 | $3,420,294 | -11.6% |
| COR | March 31, 2026 | 10,092 | $3,408,573 | 0.9% |
| NEE | June 30, 2026 | 36,655 | $3,404,516 | -3.2% |
| EBAY | Sept. 30, 2025 | 45,517 | $3,389,196 | 14.4% |
| HLT | March 31, 2025 | 13,606 | $3,362,859 | 45.3% |
| GOOGL | June 30, 2026 | 11,579 | $3,329,657 | -4.3% |
| AMZN | March 31, 2026 | 13,946 | $3,219,016 | 23.8% |
| TMUS | June 30, 2025 | 12,061 | $3,216,789 | -23.2% |
| NOW | March 31, 2025 | 3,031 | $3,213,224 | -18.6% |
| V | June 30, 2025 | 8,966 | $3,142,224 | 3.6% |
| AJG | June 30, 2025 | 9,066 | $3,129,946 | -18.8% |
| NFLX | Sept. 30, 2025 | 2,331 | $3,121,512 | -93.4% |
| AMP | June 30, 2025 | 6,384 | $3,090,558 | 4.8% |
| COST | Sept. 30, 2025 | 3,083 | $3,051,985 | 1.9% |
| SAP | Sept. 30, 2025 | 9,882 | $3,005,116 | -19.4% |
| ORLY | Sept. 30, 2025 | 32,465 | $2,926,070 | -17.6% |
| URI | March 31, 2025 | 4,133 | $2,911,451 | 76.6% |
| META | June 30, 2025 | 5,039 | $2,904,278 | -25.6% |
| LOW | March 31, 2025 | 11,759 | $2,902,121 | -6.7% |
| XLF | March 31, 2025 | 59,760 | $2,888,201 | No longer tracked |
| AAPL | June 30, 2025 | 12,794 | $2,841,931 | 50.2% |
| TT | Sept. 30, 2025 | 6,463 | $2,826,981 | 7.8% |
| AMZN | June 30, 2025 | 14,838 | $2,823,078 | 17.5% |
| ISRG | June 30, 2025 | 5,644 | $2,795,304 | -31.2% |
| EPOL | Dec. 31, 2025 | 79,780 | $2,689,384 | No longer tracked |
| MRVL | March 31, 2025 | 24,104 | $2,662,287 | 300.1% |
| META | Dec. 31, 2025 | 3,938 | $2,553,202 | -16.9% |
| GGAL | March 31, 2025 | 39,370 | $2,453,538 | -23.9% |
| EIS | Dec. 31, 2025 | 23,443 | $2,401,735 | No longer tracked |
| TSLA | March 31, 2026 | 5,051 | $2,271,536 | -6.2% |
| ILF | March 31, 2026 | 69,050 | $2,102,573 | No longer tracked |
| EWJ | March 31, 2026 | 26,000 | $2,099,240 | No longer tracked |
| LITE | March 31, 2025 | 22,990 | $1,930,011 | 1376.3% |
| SE | Sept. 30, 2025 | 11,800 | $1,887,292 | -34.7% |
| SE | March 31, 2025 | 16,490 | $1,749,589 | -10.5% |
| ECH | March 31, 2026 | 28,220 | $1,140,088 | No longer tracked |
| UAE | Sept. 30, 2025 | 50,950 | $953,784 | |
| SPY | Sept. 30, 2025 | 646 | $399,131 | No longer tracked |
| EWP | Dec. 31, 2025 | 4,260 | $213,724 | No longer tracked |
| VNM | Dec. 31, 2025 | 8,040 | $140,137 | No longer tracked |
| EWS | Sept. 30, 2025 | 4,240 | $110,155 | No longer tracked |