Q1 2025 · 13F-HR
MARVIN & PALMER ASSOCIATES INCholdings as filed
Filed 2025-05-07 · accession 0000898432-25-000317
$67.0M
Reported value
23
Positions
2025-03-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 67103H107 | ORLY | O'REILLY AUTOMOTIVE INC | $3.4M | 5.07% | 2,369 | Common | SOLE |
| 14149Y108 | CAH | CARDINAL HEALTH INC | $3.2M | 4.85% | 23,558 | Common | SOLE |
| 17275R102 | CSCO | CISCO SYSTEMS INC | $3.2M | 4.81% | 52,223 | Common | SOLE |
| 701094104 | PH | PARKER-HANNIFIN CORP | $3.2M | 4.81% | 5,298 | Common | SOLE |
| 872590104 | TMUS | T-MOBILE US INC | $3.2M | 4.80% | 12,061 | Common | SOLE |
| 22160K105 | COST | COSTCO WHOLESALE CORP | $3.2M | 4.77% | 3,375 | Common | SOLE |
| 808513105 | SCHW | CHARLES SCHWAB CORP/THE | $3.2M | 4.76% | 40,726 | Common | SOLE |
| 92826C839 | V | VISA INC | $3.1M | 4.69% | 8,966 | Common | SOLE |
| 46625H100 | JPM | JPMORGAN CHASE & CO | $3.1M | 4.69% | 12,799 | Common | SOLE |
| 363576109 | AJG | ARTHUR J GALLAGHER & CO | $3.1M | 4.67% | 9,066 | Common | SOLE |
| 03076C106 | AMP | AMERIPRISE FINANCIAL INC | $3.1M | 4.62% | 6,384 | Common | SOLE |
| 38141G104 | GS | GOLDMAN SACHS GROUP INC/THE | $3.1M | 4.58% | 5,612 | Common | SOLE |
| 75513E101 | RTX | RTX CORP | $3.0M | 4.46% | 22,532 | Common | SOLE |
| 278642103 | EBAY | EBAY INC | $3.0M | 4.42% | 43,675 | Common | SOLE |
| 30303M102 | META | META PLATFORMS INC | $2.9M | 4.34% | 5,039 | Common | SOLE |
| 459200101 | IBM | INTERNATIONAL BUSINESS MACHINE | $2.9M | 4.30% | 11,592 | Common | SOLE |
| 037833100 | AAPL | APPLE INC | $2.8M | 4.24% | 12,794 | Common | SOLE |
| 023135106 | AMZN | AMAZON.COM INC | $2.8M | 4.22% | 14,838 | Common | SOLE |
| 617446448 | MS | MORGAN STANLEY | $2.8M | 4.20% | 24,097 | Common | SOLE |
| 46120E602 | ISRG | INTUITIVE SURGICAL INC | $2.8M | 4.17% | 5,644 | Common | SOLE |
| 67066G104 | NVDA | NVIDIA CORP | $2.3M | 3.41% | 21,070 | Common | SOLE |
| 46429B606 | EPOL | ISHARES MSCI POLAND ETF | $2.0M | 3.03% | 72,480 | Common | SOLE |
| 46434V761 | UAE | ISHARES MSCI UAE ETF | $1.4M | 2.09% | 82,270 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.