MARVIN & PALMER ASSOCIATES INC 13F Holdings

CIK 0000860645 · WILMINGTON, DE

As of Sep 30, 2025, MARVIN & PALMER ASSOCIATES INC reported 27 positions worth 34.6M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
BROADCOM INCAVGOTechnology32,794 2.1M9.01%
NVIDIA CORPNVDATechnology58,253 1.8M8.77%
GOLDMAN SACHS GROUP INCGSFinancial Services11,179$8.8M6.56%
MORGAN STANLEYMSFinancial Services52,601$8.6M6.41%
INTERACTIVE BROKERS GROUP INCIBKRFinancial Services117,225$8.2M6.13%
JPMORGAN CHASE & COJPMFinancial Services26,501$8.2M6.13%
ORACLE CORPORCLTechnology30,261$7.9M5.91%
CITIGROUP INCCFinancial Services76,280$7.7M5.74%
RTX CORPRTXEquity36,101$6.4M4.79%
ALPHABET INCGOOGLEquity22,209$6.2M4.64%
NEWMONT CORPNEMBasic Materials71,889$5.8M4.33%
AMPHENOL CORP-CL AAPHTechnology29,309$4.1M3.04%
MICRON TECHNOLOGY INCMUTechnology18,206$4.1M3.03%
CATERPILLAR INCCATIndustrials7,033$4.1M3.02%
CAMECO CORPCCOBasic Materials37,895$3.9M2.88%
WELLTOWER INCWELLReal Estate19,691$3.6M2.65%
BANK OF AMERICA CORPBACFinancial Services65,002$3.5M2.58%
CENCORA INCCORHealthcare10,097$3.4M2.53%
PARKER-HANNIFIN CORPPHIndustrials3,957$3.1M2.27%
ISHARES TR MSCI POLAND ETFEPOL—79,780$2.7M2.00%
META PLATFORMS INCMETACommunication Services3,938$2.6M1.90%
ISHARES MSCI ISRAEL ETFEIS—23,443$2.4M1.78%
ISHARES MSCI JAPAN ETFEWJ—28,200$2.4M1.75%
TESLA INCTSLAConsumer Cyclical5,086$2.3M1.73%
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSMTechnology820$246.4K0.18%