$184 Million is the total value of MARVIN & PALMER ASSOCIATES INC's 63 reported holdings in Q2 2013. The portfolio turnover from Q1 2013 to Q2 2013 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| UNP | New | Union Pacific Corp. | $8,389,000 | – | 54,375 | +100.0% | 4.55% | – |
| FMX | New | Fomento Economico Mex-SP ADRadr | $7,863,000 | – | 76,200 | +100.0% | 4.27% | – |
| GOOGL | New | Google, Inc. | $6,977,000 | – | 7,925 | +100.0% | 3.79% | – |
| BIIB | New | Biogen Idec, Inc. | $6,946,000 | – | 32,275 | +100.0% | 3.77% | – |
| HD | New | Home Depot, Inc. | $6,887,000 | – | 88,900 | +100.0% | 3.74% | – |
| New | Amazon.com, Inc. | $6,515,000 | – | 23,460 | +100.0% | 3.54% | – | |
| BX | New | Blackstone Group LPunits | $6,051,000 | – | 287,300 | +100.0% | 3.28% | – |
| New | Apple Computer, Inc. | $5,462,000 | – | 13,775 | +100.0% | 2.96% | – | |
| EBAY | New | Ebay, Inc. | $4,902,000 | – | 94,775 | +100.0% | 2.66% | – |
| VIAB | New | Viacom, Inc. | $4,823,000 | – | 70,900 | +100.0% | 2.62% | – |
| COST | New | Costco Wholesale Corporation | $4,721,000 | – | 42,700 | +100.0% | 2.56% | – |
| CVS | New | CVS Caremark Corp. | $4,517,000 | – | 79,000 | +100.0% | 2.45% | – |
| TROW | New | T Rowe Price Group, Inc. | $4,502,000 | – | 61,500 | +100.0% | 2.44% | – |
| DIS | New | The Walt Disney Company | $4,484,000 | – | 71,000 | +100.0% | 2.43% | – |
| ABV | New | Ambev ADRadr | $4,430,000 | – | 118,600 | +100.0% | 2.40% | – |
| MA | New | MasterCard, Inc. | $4,323,000 | – | 7,525 | +100.0% | 2.35% | – |
| CMI | New | Cummins, Inc. | $3,785,000 | – | 34,900 | +100.0% | 2.05% | – |
| New | Boeing Company | $3,258,000 | – | 31,800 | +100.0% | 1.77% | – | |
| CREE | New | Cree Inc. | $3,070,000 | – | 48,100 | +100.0% | 1.67% | – |
| F | New | Ford Motor, Co. | $3,021,000 | – | 195,300 | +100.0% | 1.64% | – |
| V | New | Visa, Inc. | $2,814,000 | – | 15,400 | +100.0% | 1.53% | – |
| GILD | New | Gilead Sciences, Inc. | $2,789,000 | – | 54,400 | +100.0% | 1.51% | – |
| TJX | New | TJX Companies, Inc. | $2,723,000 | – | 54,400 | +100.0% | 1.48% | – |
| NKE | New | Nike, Inc. Class B | $2,617,000 | – | 41,100 | +100.0% | 1.42% | – |
| CBS | New | CBS Corporation | $2,590,000 | – | 53,000 | +100.0% | 1.40% | – |
| CELG | New | Celgene Corporation | $2,585,000 | – | 22,100 | +100.0% | 1.40% | – |
| CXO | New | Concho Resources, Inc. | $2,520,000 | – | 30,100 | +100.0% | 1.37% | – |
| ECL | New | Ecolab Inc. | $2,513,000 | – | 29,500 | +100.0% | 1.36% | – |
| CI | New | Cigna Corp. | $2,479,000 | – | 34,200 | +100.0% | 1.34% | – |
| IVZ | New | Invesco Ltd. | $2,461,000 | – | 77,400 | +100.0% | 1.34% | – |
| MNST | New | Monster Beverage Corp. | $2,354,000 | – | 38,700 | +100.0% | 1.28% | – |
| REGN | New | Regeneron Pharmaceuticals Inc. | $2,294,000 | – | 10,200 | +100.0% | 1.24% | – |
| AMX | New | America Movil SA ADRadr | $2,255,000 | – | 103,700 | +100.0% | 1.22% | – |
| LNG | New | Cheniere Energy, Inc. | $2,229,000 | – | 80,300 | +100.0% | 1.21% | – |
| LNKD | New | LinkedIn Corp. | $2,220,000 | – | 12,450 | +100.0% | 1.20% | – |
| BLK | New | BlackRock, Inc. | $2,215,000 | – | 8,625 | +100.0% | 1.20% | – |
| New | Abbott Laboratories | $2,194,000 | – | 62,900 | +100.0% | 1.19% | – | |
| DISCA | New | Discovery Communications, Inc. | $2,194,000 | – | 28,400 | +100.0% | 1.19% | – |
| IBN | New | Icici Bank ADRadr | $2,184,000 | – | 57,100 | +100.0% | 1.18% | – |
| TIF | New | Tiffany & Co. | $2,149,000 | – | 29,500 | +100.0% | 1.17% | – |
| New | Ametek, Inc. | $2,081,000 | – | 49,200 | +100.0% | 1.13% | – | |
| CL | New | Colgate Palmolive | $1,982,000 | – | 34,600 | +100.0% | 1.08% | – |
| New | Amgen, Inc. | $1,875,000 | – | 19,000 | +100.0% | 1.02% | – | |
| New | Allstate Corporation | $1,843,000 | – | 38,300 | +100.0% | 1.00% | – | |
| BAP | New | Credicorp Limited | $1,817,000 | – | 14,200 | +100.0% | 0.99% | – |
| MON | New | Monsanto Company | $1,759,000 | – | 17,800 | +100.0% | 0.95% | – |
| ACE | New | Ace Limited | $1,736,000 | – | 19,400 | +100.0% | 0.94% | – |
| New | American Express Company | $1,712,000 | – | 22,900 | +100.0% | 0.93% | – | |
| MCK | New | McKesson Corporation | $1,695,000 | – | 14,800 | +100.0% | 0.92% | – |
| New | Banco Bradesco S.A. ADRadr | $1,660,000 | – | 127,600 | +100.0% | 0.90% | – | |
| ROP | New | Roper Industries, Inc. | $1,590,000 | – | 12,800 | +100.0% | 0.86% | – |
| ACN | New | Accenture Public Ltd., Co. | $1,533,000 | – | 21,300 | +100.0% | 0.83% | – |
| EC | New | Ecopetrol SA ADRadr | $1,249,000 | – | 29,700 | +100.0% | 0.68% | – |
| KOF | New | Coca-Cola Fems ADRadr | $1,178,000 | – | 8,400 | +100.0% | 0.64% | – |
| JPM | New | JP Morgan Chase & Co. | $1,109,000 | – | 21,000 | +100.0% | 0.60% | – |
| VRTX | New | Vertex Pharmaceuticals Inc. | $1,105,000 | – | 13,800 | +100.0% | 0.60% | – |
| New | Amphenol Corp. | $1,052,000 | – | 13,500 | +100.0% | 0.57% | – | |
| YOKU | New | Youku Tudou, Inc. ADRadr | $983,000 | – | 51,200 | +100.0% | 0.53% | – |
| GS | New | Goldman Sachs Group, Inc. | $832,000 | – | 5,500 | +100.0% | 0.45% | – |
| VIPS | New | Vipshop Holdings Ltd.adr | $822,000 | – | 28,200 | +100.0% | 0.45% | – |
| CNI | New | Canadian National Railway Co. ADR | $768,000 | – | 7,900 | +100.0% | 0.42% | – |
| VZ | New | Verizon Communications, Inc. | $413,000 | – | 8,200 | +100.0% | 0.22% | – |
| New | PowerShares QQQ Call Option 12/20/14 @ 75option | $203,000 | – | 500 | +100.0% | 0.11% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2013-08-09
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| Texas Instruments, Inc. | 28 | Q4 2021 | 5.8% |
| APPLE INC | 27 | Q3 2023 | 6.4% |
| VanEck Vectors Vietnam ETF | 25 | Q2 2023 | 1.7% |
| LAM RESEARCH CORP | 24 | Q4 2021 | 5.8% |
| Blackstone Group LP | 24 | Q1 2019 | 5.6% |
| HOME DEPOT INC | 23 | Q4 2021 | 4.2% |
| VISA INC | 22 | Q3 2023 | 5.0% |
| Amphenol Corporation | 22 | Q1 2023 | 5.0% |
| Union Pacific Corp. | 21 | Q2 2019 | 4.9% |
| AMAZON COM INC | 21 | Q3 2020 | 4.7% |
View MARVIN & PALMER ASSOCIATES INC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-13 |
| 13F-HR | 2023-11-13 |
| 13F-HR | 2023-08-11 |
| 13F-HR | 2023-05-12 |
| 13F-HR | 2023-02-14 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-09 |
| 13F-HR | 2022-05-11 |
| 13F-HR | 2022-02-10 |
| 13F-HR | 2021-11-12 |
View MARVIN & PALMER ASSOCIATES INC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.