$128 Million is the total value of MARVIN & PALMER ASSOCIATES INC's 27 reported holdings in Q1 2019. The portfolio turnover from Q4 2018 to Q1 2019 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| XLV | Health Care Select Sector SPDR Fundetf | $8,681,000 | +6.1% | 94,619 | 0.0% | 6.76% | -4.1% | |
| MSFT | Microsoft Corp | $6,825,000 | +16.1% | 57,867 | 0.0% | 5.32% | +5.0% | |
| ADBE | Adobe Systems Inc | $6,129,000 | +17.8% | 23,000 | 0.0% | 4.78% | +6.5% | |
| LLY | Eli Lilly & Company | $5,640,000 | +12.1% | 43,467 | 0.0% | 4.39% | +1.4% | |
| MRK | Merck & Co., Inc. | $5,509,000 | +8.9% | 66,232 | 0.0% | 4.29% | -1.6% | |
| ECL | Ecolab Inc. | $5,102,000 | +19.8% | 28,900 | 0.0% | 3.98% | +8.4% | |
| BX | Blackstone Group LP | $4,875,000 | +17.3% | 139,394 | 0.0% | 3.80% | +6.1% | |
| DIS | Walt Disney, Co /The | $4,726,000 | +1.2% | 42,569 | 0.0% | 3.68% | -8.4% | |
| AXP | American Express Company | $4,551,000 | +14.7% | 41,635 | 0.0% | 3.54% | +3.7% | |
| VHT | Vanguard Health Care ETFetf | $3,606,000 | +7.4% | 20,905 | 0.0% | 2.81% | -2.9% | |
| MCD | McDonald's Corporation | $3,126,000 | +6.9% | 16,460 | 0.0% | 2.44% | -3.3% | |
| AMTD | TD Ameritrade Holding Corporation | $2,828,000 | +2.1% | 56,581 | 0.0% | 2.20% | -7.7% |
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 2019-05-13
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 | 2024-05-13 |
| 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 |
| 13F-HR | 2022-05-11 |
| 13F-HR | 2022-02-10 |
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.