Marvin & Palmer Associates Inc Portfolio Holdings by Sector

Marvin & Palmer Associates Inc

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Capital Markets \| Financial Services GS MS IBKR 3 stocks	$25,329 19.95% of portfolio	3	-	1	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA AVGO MU TSM 4 stocks	$24,962 19.66% of portfolio	4	-	3	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services JPM C BAC 3 stocks	$19,454 15.32% of portfolio	3	-	2	-	0 Calls 0 Puts
Software—Infrastructure \| Technology ORCL 1 stocks	$8,510 6.7% of portfolio	1	-	1	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOGL META 2 stocks	$8,290 6.53% of portfolio	1	1	1	-	0 Calls 0 Puts
ETFs \| ETFs EPOL EIS EWJ EWP VNM 5 stocks	$7,533 5.93% of portfolio	5	-	4	-	0 Calls 0 Puts
Gold \| Basic Materials NEM 1 stocks	$6,060 4.77% of portfolio	1	-	1	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials RTX 1 stocks	$6,040 4.76% of portfolio	1	-	-	-	0 Calls 0 Puts
Electronic Components \| Technology APH 1 stocks	$3,626 2.86% of portfolio	1	-	1	-	0 Calls 0 Puts

REIT—Healthcare Facilities \| Real Estate WELL 1 stocks	$3,507 2.76% of portfolio	1	-	1	-	0 Calls 0 Puts
Farm & Heavy Construction Machinery \| Industrials CAT 1 stocks	$3,355 2.64% of portfolio	1	-	1	-	0 Calls 0 Puts
Uranium \| Energy CCJ 1 stocks	$3,177 2.5% of portfolio	1	-	1	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials PH 1 stocks	$2,999 2.36% of portfolio	-	1	-	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical TSLA 1 stocks	$2,261 1.78% of portfolio	1	-	1	-	0 Calls 0 Puts
Medical Distribution \| Healthcare ABC 1 stocks	$1,869 1.47% of portfolio	1	-	1	-	0 Calls 0 Puts

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