$132 Million is the total value of MARVIN & PALMER ASSOCIATES INC's 34 reported holdings in Q2 2017. The portfolio turnover from Q1 2017 to Q2 2017 was 60.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| CME | Buy | CME Group Inc. | $7,173,000 | +111.6% | 57,278 | +100.7% | 5.44% | +120.7% |
| CMI | Buy | Cummins Inc. | $6,378,000 | +22.2% | 39,320 | +13.9% | 4.84% | +27.4% |
| PH | Buy | Parker-Hannifin Corp. | $6,197,000 | +12.0% | 38,775 | +12.4% | 4.70% | +16.8% |
| AMZN | Buy | Amazon.com Inc. | $5,705,000 | +31.6% | 5,894 | +20.5% | 4.32% | +37.3% |
| ETN | Buy | Eaton Corp. PLC | $4,723,000 | +33.2% | 60,680 | +26.9% | 3.58% | +38.9% |
| UNP | Buy | Union Pacific Corp. | $4,638,000 | +60.4% | 42,590 | +56.1% | 3.52% | +67.3% |
| APH | Buy | Amphenol Corporation | $4,466,000 | +31.7% | 60,505 | +27.0% | 3.39% | +37.4% |
| CMCSA | Buy | Comcast Corp. | $4,112,000 | +34.5% | 105,640 | +29.9% | 3.12% | +40.3% |
| GOOGL | Buy | Alphabet Inc Class A | $4,092,000 | +44.5% | 4,402 | +31.8% | 3.10% | +50.7% |
| V | New | Visa Inc. | $3,881,000 | – | 41,380 | +100.0% | 2.94% | – |
| AAXJ | Buy | iShares MSCI All Country Asia ex Japanetf | $2,231,000 | +85.1% | 33,075 | +72.8% | 1.69% | +93.0% |
| New | Broadcom Limited | $1,748,000 | – | 7,500 | +100.0% | 1.32% | – | |
| EWT | New | iShares MSCI Taiwan Cappedetf | $1,263,000 | – | 35,325 | +100.0% | 0.96% | – |
| EWY | New | iShares MSCI South Korea Capetf | $1,257,000 | – | 18,540 | +100.0% | 0.95% | – |
| EWG | New | iShares MSCI Germany ETFetf | $1,199,000 | – | 39,620 | +100.0% | 0.91% | – |
| AAOI | New | Applied Optoelectronics Inc | $207,000 | – | 3,350 | +100.0% | 0.16% | – |
Other managers
Other managers that, in addition to the filing manager(s), that filed the EDGAR filing(s):
- MPA Capital Management LLC #1
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2017-08-09
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| Texas Instruments, Inc. | 28 | Q4 2021 | 5.8% |
| VanEck Vectors Vietnam ETF | 28 | Q2 2024 | 1.7% |
| APPLE INC | 27 | Q3 2023 | 6.4% |
| LAM RESEARCH CORP | 24 | Q4 2021 | 5.8% |
| Blackstone Group LP | 24 | Q1 2019 | 5.6% |
| VISA INC | 24 | Q1 2024 | 5.0% |
| AMAZON COM INC | 24 | Q2 2024 | 4.7% |
| APPLIED MATLS INC | 23 | Q2 2024 | 6.4% |
| HOME DEPOT INC | 23 | Q4 2021 | 4.2% |
| Amphenol Corporation | 22 | Q1 2023 | 5.0% |
View MARVIN & PALMER ASSOCIATES INC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-29 |
| 13F-HR | 2024-08-13 |
| 13F-HR | 2024-05-13 |
| 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 |
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.