Marvin & Palmer Associates Inc Portfolio Holdings

Marvin & Palmer Associates Inc

  • $127 Million
  • Q3 2025

Marvin & Palmer Associates Inc has filed its 13F form on November 12, 2025 for Q3 2025 where it was disclosed a total value porftolio of $127 Million distributed in 27 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $10.9M, Broadcom Inc. with a value of $10.8M, Goldman Sachs Group Inc with a value of $8.9M, Oracle Corp with a value of $8.51M, and Jpmorgan Chase & CO with a value of $8.36M.

Examining the 13F form we can see an increase of $60M in the current position value, from $66.9M to 127M.

Marvin & Palmer Associates Inc is based out at Wilmington, DE

Below you can find more details about Marvin & Palmer Associates Inc portfolio as well as his latest detailed transactions.

Portfolio value $127 Million
Financial Services: $44.8 Million
Technology: $37.1 Million
Industrials: $12.4 Million
Communication Services: $8.29 Million
ETFs: $7.53 Million
Basic Materials: $6.06 Million
Real Estate: $3.51 Million
Energy: $3.18 Million
Other: $4.13 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 27
  • Current Value $127 Million
  • Prior Value $66.9 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 12, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 19 stocks
  • Additional Purchases 6 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 2 stocks
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