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All Stocks Held By Marvin & Palmer Associates Inc.
As of  12/31/2023, we find all stocks held by Marvin & Palmer Associates Inc. to be as follows, presented in the table below with each row detailing each Marvin & Palmer Associates Inc. position, ordered by largest to smallest position size. The all-stocks-held-by-Marvin & Palmer Associates Inc. table shows the entity held in the first column (click any entity to explore other funds holding positions), the share amount held, the share count change between the last two reporting periods, and finally the position size for all stocks held by Marvin & Palmer Associates Inc. as of the latest filing.

   EntityAmountChange
 09/30/2023 to 12/31/2023
Position Size
($ in 1000's)
Microsoft Corporation 12,276 -11,304 $4,616
     MSFT12,276-11,304$4,616
Eaton Corporation plc 18,410 -19,426 $4,433
     ETN18,410-19,426$4,433
Ingersoll Rand Inc. 55,523 -55,451 $4,294
     IR55,523-55,451$4,294
Parker Hannifin Corporation 9,271 -10,214 $4,271
     PH9,271-10,214$4,271
Invesco QQQ ETF (QQQ) 10,060 +10,060 $4,120
     QQQ10,060+10,060$4,120
Blackstone Group LP 31,266 -33,004 $4,093
     BX31,266-33,004$4,093
SPDR S&P 500 ETF Trust (SPY) 8,460 +8,460 $4,021
     SPY8,460+8,460$4,021
Ameriprise Financial Inc. 10,181 -13,850 $3,867
     AMP10,181-13,850$3,867
NVIDIA Corporation 7,761 -11,769 $3,843
     NVDA7,761-11,769$3,843
iShares MSCI Japan ETF (EWJ) 58,910 +33,816 $3,778
     EWJ58,910+33,816$3,778
KKR & Co Inc. 42,580 +42,580 $3,528
     KKR42,580+42,580$3,528
Applied Materials Inc. 18,173 -46,883 $2,945
     AMAT18,173-46,883$2,945
Hilton Worldwide Holdings Inc. 16,030 +16,030 $2,919
     HLT16,030+16,030$2,919
Vertex Pharmaceuticals Incorporated 7,069 -15,182 $2,876
     VRTX7,069-15,182$2,876
United Rentals Inc. 4,985 -11,420 $2,858
     URI4,985-11,420$2,858
Visa Inc. 10,689 -21,063 $2,783
     V10,689-21,063$2,783
Cadence Design Systems Inc. 9,980 +9,980 $2,718
     CDNS9,980+9,980$2,718
Alphabet Inc. Class A 19,223 -54,703 $2,685
     GOOGL19,223-54,703$2,685
Amazon.com Inc. 17,450 +17,450 $2,651
     AMZN17,450+17,450$2,651
Costco Wholesale Corp. 3,990 +3,990 $2,634
     COST3,990+3,990$2,634
Cboe Global Markets Inc. 14,450 +14,450 $2,580
     CBOE14,450+14,450$2,580
Cencora Inc. 13,566 -34,862 $2,442
     ABC13,566-34,862$2,442
McKesson Corp. 5,270 +5,270 $2,440
     MCK5,270+5,270$2,440
UnitedHealth Group Incorporated 4,550 +4,550 $2,395
     UNH4,550+4,550$2,395
Palo Alto Networks Inc. 7,650 +7,650 $2,256
     PANW7,650+7,650$2,256
iShares MSCI Mexico ETF (EWW) 26,150 +3,771 $1,774
     EWW26,150+3,771$1,774
iShares MSCI Brazil ETF (EWZ) 48,190 +21,946 $1,685
     EWZ48,190+21,946$1,685
iShares MSCI India ETF (INDA) 30,020 +7,263 $1,465
     INDA30,020+7,263$1,465
VanEck Vectors Vietnam ETF (VNM) 59,580 +59,580 $770
     VNM59,580+59,580$770
Sea Limited 18,360 UNCH $744
     SE18,360UNCH$744
Kulicke and Soffa Industries Inc. 12,500 +12,500 $684
     KLIC12,500+12,500$684
Walmart Inc. 451 -52,142 $71
     WMT451-52,142$71
Apple Inc. $0 (exited)
     AAPL0-42,569$0
Amertek Inc. $0 (exited)
     AME0-48,020$0
iShares MSCI Switzerland ETF $0 (exited)
     EWL0-17,894$0
VanEck Oil Services ETF $0 (exited)
     OIH0-22,620$0
Oracle Corporation $0 (exited)
     ORCL0-72,714$0
Tesla Inc. 0 -25,836 $0 (exited)
     TSLA0-25,836$0

See Summary: Marvin & Palmer Associates Inc. Top Holdings
See Details: Top 10 Stocks Held By Marvin & Palmer Associates Inc.

EntityShares/Amount
Change
Position Value
Change
QQQ +10,060+$4,120
SPY +8,460+$4,021
KKR +42,580+$3,528
HLT +16,030+$2,919
CDNS +9,980+$2,718
AMZN +17,450+$2,651
COST +3,990+$2,634
CBOE +14,450+$2,580
MCK +5,270+$2,440
UNH +4,550+$2,395
EntityShares/Amount
Change
Position Value
Change
OIH -22,620-$7,805
ORCL -72,714-$7,702
AAPL -42,569-$7,288
AME -48,020-$7,095
TSLA -25,836-$6,465
EWL -17,894-$780
EntityShares/Amount
Change
Position Value
Change
EWJ +33,816+$2,265
EWZ +21,946+$880
INDA +7,263+$459
EWW +3,771+$471
SE UNCH-$63
PH -10,214-$3,319
MSFT -11,304-$2,829
URI -11,420-$4,435
NVDA -11,769-$4,652
AMP -13,850-$4,056
EntityShares/Amount
Change
Position Value
Change
IR -55,451-$2,777
GOOGL -54,703-$6,989
WMT -52,142-$8,340
AMAT -46,883-$6,062
ABC -34,862-$6,274
BX -33,004-$2,793
V -21,063-$4,520
ETN -19,426-$3,637
VRTX -15,182-$4,862
Size ($ in 1000's)
At 12/31/2023: $89,239
At 09/30/2023: $154,191

Marvin & Palmer Associates Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Marvin & Palmer Associates Inc. 13F filings. Link to 13F filings: SEC filings

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