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Latest MARVIN & PALMER ASSOCIATES INC Stock Portfolio

$158Million | No. of Holdings #28

MARVIN & PALMER ASSOCIATES INC Performance

2026 Q2+7.75%
YTD+8.45%
2025+18.32%

About MARVIN & PALMER ASSOCIATES INC and 13F Hedge Fund Stock Holdings

MARVIN & PALMER ASSOCIATES INC is a hedge fund based in Wilmington, DE. On 2026-08-07, the fund reported it's updated stock portfolio. In the 13F Holdings report, MARVIN & PALMER ASSOCIATES INC reported an equity portfolio of $159 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of MARVIN & PALMER ASSOCIATES INC are IJR, NVDA, C. The fund has invested 7.6% of it's portfolio in ISHARES TR and 7% of portfolio in NVIDIA CORPORATION. <br><br> The fund managers got completely rid off VALERO ENERGY CORP (VLO), BAKER HUGHES CO (BKR) and TJX COS INC/THE (TJX) stocks. They significantly reduced their stock positions in RTX CORPORATION (RTX), TAIWAN SEMICONDUCTOR MANUFAC (TSM) and APPLE INC (AAPL). MARVIN & PALMER ASSOCIATES INC opened new stock positions in ISHARES TR (IJR), MORGAN STANLEY (MS) and CISCO SYS INC (CSCO). The fund showed a lot of confidence in some stocks as they added substantially to GOLDMAN SACHS GROUP INC (GS), CITIGROUP INC (C) and SPDR SERIES TRUST (BIL).
MARVIN & PALMER ASSOCIATES INC Equity Portfolio Value
Last Reported on: 07 Aug, 2026
$158Million
  as of Aug 07, 2026

MARVIN & PALMER ASSOCIATES INC Annual Return Estimates Vs S&P 500

Our best estimate is that MARVIN & PALMER ASSOCIATES INC made a return of 7.75% in the last quarter. In trailing 12 months, it's portfolio return was 23%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
ishares tr12,044,400
morgan stanley9,978,320
cisco sys inc8,705,310
interactive brokers group in7,904,020
kla corp5,258,800
ishares inc4,712,590
ishares inc4,402,530
micron technology inc4,170,450
New stocks bought by MARVIN & PALMER ASSOCIATES INC

Additions

Ticker% Inc.
goldman sachs group inc148
citigroup inc136
spdr series trust80.14
caterpillar inc77.65
deere & co67.61
quanta svcs inc38.28
Additions to existing portfolio by MARVIN & PALMER ASSOCIATES INC

Reductions

Ticker% Reduced
rtx corporation-57.41
taiwan semiconductor manufac-5.34
apple inc-1.52
ametek inc-1.47
nvidia corporation-0.55
MARVIN & PALMER ASSOCIATES INC reduced stake in above stock

Sold off

Ticker$ Sold
baker hughes co-3,756,100
nextera energy inc-3,404,520
cameco corp-3,505,280
amphenol corp-3,420,290
tjx cos inc/the-3,722,770
ishares biotechnology etf-3,684,980
valero energy corp-4,005,170
alphabet inc-3,329,660
MARVIN & PALMER ASSOCIATES INC got rid off the above stocks

Sector Distribution

MARVIN & PALMER ASSOCIATES INC has about 27.8% of it's holdings in Others sector.

  • Others
  • Financial Services
  • Technology
  • Industrials
  • Consumer Cyclical
  • Healthcare
  • Basic Materials
Sector%
Others27.8
Financial Services25
Technology22.7
Industrials17.9
Consumer Cyclical2.5
Healthcare2.3
Basic Materials1.7

Market Cap. Distribution

MARVIN & PALMER ASSOCIATES INC has about 72.2% of it's portfolio invested in the large-cap and mega-cap stocks.

  • MEGA-CAP
  • UNALLOCATED
  • LARGE-CAP
Category%
MEGA-CAP51.1
UNALLOCATED27.8
LARGE-CAP21.1

Stocks belong to which Index?

About 67.1% of the stocks held by MARVIN & PALMER ASSOCIATES INC either belong to S&P 500 or RUSSELL 2000 index.

  • S&P 500
  • Others
Index%
S&P 50067.1
Others32.8
Top 5 Winners (%)%
TSM
taiwan semiconductor manufac
40.2 %
CAT
caterpillar inc
35.4 %
PWR
quanta svcs inc
25.7 %
BIL
spdr series trust
17.6 %
C
citigroup inc
15.6 %
Top 5 Winners ($)$
CAT
caterpillar inc
2.6 M
TSM
taiwan semiconductor manufac
1.5 M
C
citigroup inc
1.5 M
NVDA
nvidia corporation
1.4 M
BIL
spdr series trust
1.3 M
Top 5 Losers (%)%
NEM
newmont corp
-13.7 %
RTX
rtx corporation
-1.2 %
Top 5 Losers ($)$
NEM
newmont corp
-0.4 M
RTX
rtx corporation
-0.1 M

MARVIN & PALMER ASSOCIATES INC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of MARVIN & PALMER ASSOCIATES INC

MARVIN & PALMER ASSOCIATES INC has 28 stocks in it's portfolio. About 60.4% of the portfolio is in top 10 stocks. NEM proved to be the most loss making stock for the portfolio. CAT was the most profitable stock for MARVIN & PALMER ASSOCIATES INC last quarter.

$158.96MTotal Value
37.00Positions
07 Aug, 2026Last Reported
Current holdings of Current Stock Holdings of MARVIN & PALMER ASSOCIATES INC, last reported on 07 Aug, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
ACWV
Ishares Inc

Ishares Inc

ACWV
MARVIN & PALMER ASSOCIATES INC's holding in Ishares Inc over time
2.09%16,480
$3.33M
2.09%
new position
ACWV
Ishares Inc

Ishares Inc

ACWV
MARVIN & PALMER ASSOCIATES INC's holding in Ishares Inc over time
0.11%1,500
$181.1K
0.11%
new position
BIL
Spdr Series Trust

Spdr Series Trust

BIL
MARVIN & PALMER ASSOCIATES INC's holding in Spdr Series Trust over time
5.4%54,286
$8.59M
5.4%
increased 80.14 percentadded
CCJ
Cameco Corp

Cameco Corp

CCJ
MARVIN & PALMER ASSOCIATES INC's holding in Cameco Corp over time
0%0.00
$0.00
0%
decreased 100 percentsold off
EMGF
Ishares Inc

Ishares Inc

EMGF
MARVIN & PALMER ASSOCIATES INC's holding in Ishares Inc over time
2.96%43,390
$4.71M
2.96%
new position
EMGF
Ishares Inc

Ishares Inc

EMGF
MARVIN & PALMER ASSOCIATES INC's holding in Ishares Inc over time
2.77%47,202
$4.40M
2.77%
new position