Latest MARVIN & PALMER ASSOCIATES INC Stock Portfolio

$83.53Million– No. of Holdings #21

MARVIN & PALMER ASSOCIATES INC Performance:

2026 Q1: 0.65%YTD: 0.65%2025: 18.32%

Performance for 2026 Q1 is 0.65%, and YTD is 0.65%, and 2025 is 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 2026-05-08, the fund reported it's updated stock portfolio. In the 13F Holdings report, MARVIN & PALMER ASSOCIATES INC reported an equity portfolio of $83.5 Millions as of 31 Mar, 2026.

The top stock holdings of MARVIN & PALMER ASSOCIATES INC are NVDA, RTX, VLO. The fund has invested 11.7% of it's portfolio in NVIDIA CORP and 7.7% of portfolio in RTX CORP.

The fund managers got completely rid off BROADCOM INC (AVGO), MORGAN STANLEY (MS) and HEALTH CARE SELECT SECTOR SPDR (XLB) stocks. They significantly reduced their stock positions in GOLDMAN SACHS GROUP INC/THE (GS), CITIGROUP INC (C) and NEWMONT CORP (NEM). MARVIN & PALMER ASSOCIATES INC opened new stock positions in VALERO ENERGY CORP (VLO), BAKER HUGHES CO (BKR) and AMETEK INC (AME). The fund showed a lot of confidence in some stocks as they added substantially to SPDR S&P BIOTECH ETF (BIL), NVIDIA CORP (NVDA) and PARKER-HANNIFIN CORP (PH).

MARVIN & PALMER ASSOCIATES INC Equity Portfolio Value

Last Reported on: 08 May, 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 0.65% in the last quarter. In trailing 12 months, it's portfolio return was 22.45%.

Performance
S&P 500

New Buys

Ticker	$ Bought
valero energy corp	4,005,170
baker hughes co	3,756,100
ametek inc	3,626,330
nextera energy inc	3,404,520
quanta services inc	3,248,550
deere & co	3,118,430

New stocks bought by MARVIN & PALMER ASSOCIATES INC

Additions

Ticker	% Inc.
spdr s&p biotech etf	11.86
nvidia corp	0.05
parker-hannifin corp	0.03

Additions to existing portfolio by MARVIN & PALMER ASSOCIATES INC

Reductions

Ticker	% Reduced
goldman sachs group inc/the	-60.48
citigroup inc	-60.35
newmont corp	-58.89
alphabet inc	-57.94
ishares biotechnology etf	-48.31
apple inc	-47.61
caterpillar inc	-18.74
cameco corp	-14.33

MARVIN & PALMER ASSOCIATES INC reduced stake in above stock

Sold off

Ticker	$ Sold
bank of america corp	-3,806,330
ishares latin america 40 etf	-2,102,570
morgan stanley	-9,021,720
health care select sector spdr	-6,753,920
ishares core s&p small-cap etf	-4,262,780
ishares msci chile etf	-1,140,090
broadcom inc	-9,128,730
ishares msci japan etf	-2,099,240

MARVIN & PALMER ASSOCIATES INC got rid off the above stocks

Sector Distribution

MARVIN & PALMER ASSOCIATES INC has about 28.3% of it's holdings in Industrials sector.

Industrials
Technology
Others
Energy
Financial Services
Consumer Cyclical
Utilities
Communication Services
Basic Materials

Sector	%
Industrials	28.3
Technology	19.6
Others	17.8
Energy	9.3
Financial Services	8.9
Consumer Cyclical	4.5
Utilities	4.1
Communication Services	4
Basic Materials	3.6

Market Cap. Distribution

MARVIN & PALMER ASSOCIATES INC has about 82.2% of it's portfolio invested in the large-cap and mega-cap stocks.

LARGE-CAP
MEGA-CAP
UNALLOCATED

Category	%
LARGE-CAP	41.7
MEGA-CAP	40.5
UNALLOCATED	17.8

Stocks belong to which Index?

About 82.2% 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 500	82.2
Others	17.8

Top 5 Winners (%)		%
CAT	caterpillar inc	21.4 %
CCJ	cameco corp	17.4 %
TSM	taiwan semiconductor manufacturing spon	10.6 %
NEM	newmont corp	5.9 %
RTX	rtx corp	5.0 %

Top 5 Winners ($)		$
CAT	caterpillar inc	0.8 M
CCJ	cameco corp	0.6 M
TSM	taiwan semiconductor manufacturing spon	0.4 M
NEM	newmont corp	0.4 M
RTX	rtx corp	0.3 M

Top 5 Losers (%)		%
APH	amphenol corp	-6.5 %
NVDA	nvidia corp	-6.5 %
GOOG	alphabet inc	-5.8 %
AAPL	apple inc	-5.1 %
GS	goldman sachs group inc/the	-2.6 %

Top 5 Losers ($)		$
NVDA	nvidia corp	-0.7 M
GOOG	alphabet inc	-0.5 M
AAPL	apple inc	-0.3 M
GS	goldman sachs group inc/the	-0.3 M
APH	amphenol corp	-0.2 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 21 stocks in it's portfolio. About 55.6% of the portfolio is in top 10 stocks. NVDA proved to be the most loss making stock for the portfolio. CAT was the most profitable stock for MARVIN & PALMER ASSOCIATES INC last quarter.

Last Reported on: 08 May, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	3.83	12,599	3,197,500	reduced	-47.61

ABC	cencora inc	0.00	0.00	0.00	sold off	-100

ACWV	ishares msci chile etf	0.00	0.00	0.00	sold off	-100

AME	ametek inc	4.34	16,917	3,626,330	new

AMZN	amazon.com inc	0.00	0.00	0.00	sold off	-100

APH	amphenol corp	4.09	27,070	3,420,290	reduced	-0.11

AVGO	broadcom inc	0.00	0.00	0.00	sold off	-100

BAC	bank of america corp	0.00	0.00	0.00	sold off	-100

BIL	spdr s&p biotech etf	4.61	30,136	3,849,270	added	11.86

BKR	baker hughes co	4.50	61,525	3,756,100	new

C	citigroup inc	4.52	33,290	3,775,420	reduced	-60.35

CAT	caterpillar inc	4.47	5,270	3,733,580	reduced	-18.74

CCJ	cameco corp	4.20	32,274	3,505,280	reduced	-14.33

DE	deere & co	3.73	5,536	3,118,430	new

EMGF	ishares msci japan etf	0.00	0.00	0.00	sold off	-100

GOOG	alphabet inc	3.99	11,579	3,329,660	reduced	-57.94

GS	goldman sachs group inc/the	4.35	4,295	3,633,530	reduced	-60.48

IJR	ishares biotechnology etf	4.41	21,824	3,684,980	reduced	-48.31

IJR	ishares core s&p small-cap etf	0.00	0.00	0.00	sold off	-100

IJR	ishares latin america 40 etf	0.00	0.00	0.00	sold off	-100