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CIK: 0000860645
Total reported value
$159.0M
$159.0M
27 檔
31.2%
At the close of Q3 2025, Marvin & Palmer Associates Inc disclosed equity holdings valued at approximately $159.0M, spread across 27 reported holdings.
In Q3 2025, Marvin & Palmer Associates Inc displayed an active expansion posture, initiating 19 new positions and adding to 6 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AVGO | Broadcom Inc | Stock-Tech | 9.01% | — | +188.93% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 8.77% | -4.68% | +40.65% | |
| 3 | GS | Goldman Sachs Group Inc | Stock-Financials | 6.56% | +2.43% | +57.76% | |
| 4 | MS | Morgan Stanley | Stock-Financials | 6.41% | +6.28% | NEW | |
| 5 | IBKR | Interactive Brokers Gro-cl A | Stock-Financials | 6.13% | +4.97% | NEW | |
| 6 | JPM | Jpmorgan Chase & Co | Stock-Financials | 6.13% | — | +49.96% | |
| 7 | ORCL | Oracle CORP | Stock-Tech | 5.91% | — | -1.24% | |
| 8 | C | Citigroup Inc | Stock-Financials | 5.74% | +2.42% | — | |
| 9 | RTX | Rtx CORP | Stock-Industrials | 4.79% | -5.97% | -0.57% | |
| 10 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 4.64% | -3.99% | EXIT | |
| 11 | NEM | Newmont CORP | Stock-Materials | 4.33% | -1.99% | — | |
| 12 | APH | Amphenol Corp-cl A | Stock-Tech | 3.04% | -4.09% | EXIT | |
| 13 | MU | Micron Technology Inc | Stock-Tech | 3.03% | +2.62% | NEW | |
| 14 | CAT | Caterpillar Inc | Stock-Industrials | 3.02% | +1.80% | — | |
| 15 | CCJ | Cameco CORP | Stock-Energy | 2.88% | -4.20% | EXIT | |
| 16 | WELL | Welltower Inc | Stock-Real Estate | 2.65% | — | -0.76% | |
| 17 | BAC | Bank Of America CORP | Stock-Financials | 2.58% | — | — | |
| 18 | COR | Cencora Inc | Stock-Healthcare | 2.53% | — | — | |
| 19 | PH | Parker Hannifin CORP | Stock-Industrials | 2.27% | -4.22% | EXIT | |
| 20 | EPOL | Ishares Msci Poland ETF | ETF-Other | 2.00% | +0.12% | NEW | |
| 21 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.90% | — | — | |
| 22 | EIS | Ishares Msci Israel ETF | ETF-Other | 1.78% | +0.11% | NEW | |
| 23 | EWJ | Ishares Msci Japan ETF | ETF-Other | 1.75% | +2.77% | NEW | |
| 24 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.73% | — | — | |
| 25 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.18% | -1.35% | — | |
| 26 | EWP | Ishares Msci Spain ETF | ETF-Other | 0.16% | — | +67.72% | |
| 27 | VNM | Vaneck Vietnam ETF | ETF-Other | 0.10% | — | +48.07% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +5.4% | +40.65% | Add |
| 2 | MS | Morgan Stanley | +2.2% | +54.75% | Add |
| 3 | GS | Goldman Sachs Group Inc | +2% | +57.76% | Add |
| 4 | JPM | Jpmorgan Chase & Co | +1.4% | +49.96% | Add |
| 5 | RTX | Rtx CORP | +0.3% | -0.57% | Add |
| 6 | EPOL | Ishares Msci Poland ETF | -1% | -22.98% | Add |
| 7 | META | Meta Platforms Inc-class A | -2.4% | — | Trim |
| 8 | PH | Parker Hannifin CORP | -2.5% | -0.95% | Trim |
| 9 | AVGO | Broadcom Inc | — | NEW | New buy |
| 10 | IBKR | Interactive Brokers Gro-cl A | — | NEW | New buy |
| 11 | ORCL | Oracle CORP | — | NEW | New buy |
| 12 | C | Citigroup Inc | — | NEW | New buy |
| 13 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 14 | NEM | Newmont CORP | — | NEW | New buy |
| 15 | APH | Amphenol Corp-cl A | — | NEW | New buy |
| 16 | MU | Micron Technology Inc | — | NEW | New buy |
| 17 | CAT | Caterpillar Inc | — | NEW | New buy |
| 18 | CCJ | Cameco CORP | — | NEW | New buy |
| 19 | WELL | Welltower Inc | — | NEW | New buy |
| 20 | BAC | Bank Of America CORP | — | NEW | New buy |
| 21 | COR | Cencora Inc | — | NEW | New buy |
| 22 | ORLY | O'reilly Automotive Inc | — | EXIT | Sold out |
| 23 | CAH | Cardinal Health Inc | — | EXIT | Sold out |
| 24 | CSCO | Cisco Systems Inc | — | EXIT | Sold out |
| 25 | TMUS | T-mobile US Inc | — | EXIT | Sold out |
| 26 | COST | Costco Wholesale CORP | — | EXIT | Sold out |
| 27 | SCHW | Schwab (charles) CORP | — | EXIT | Sold out |
| 28 | V | Visa Inc-class A Shares | — | EXIT | Sold out |
| 29 | AJG | Arthur J Gallagher & Co | — | EXIT | Sold out |
| 30 | AMP | Ameriprise Financial Inc | — | EXIT | Sold out |
| 31 | EBAY | Ebay Inc | — | EXIT | Sold out |
| 32 | IBM | Intl Business Machines CORP | — | EXIT | Sold out |
| 33 | AAPL | Apple Inc | — | EXIT | Sold out |
| 34 | AMZN | Amazon.com Inc | — | EXIT | Sold out |
| 35 | ISRG | Intuitive Surgical Inc | — | EXIT | Sold out |
| 36 | EIS | Ishares Msci Israel ETF | — | NEW | New buy |
| 37 | EWJ | Ishares Msci Japan ETF | — | NEW | New buy |
| 38 | TSLA | Tesla Inc | — | NEW | New buy |
| 39 | UAE | Ishares Msci Uae ETF | — | EXIT | Sold out |
| 40 | TSM | Taiwan Semiconductor-sp Adr | — | NEW | New buy |
| 41 | EWP | Ishares Msci Spain ETF | — | NEW | New buy |
| 42 | VNM | Vaneck Vietnam ETF | — | NEW | New buy |
According to official SEC Form 13F filings, Marvin & Palmer Associates Inc reported a total U.S. public equity portfolio value of $159.0M across 27 disclosed positions in Q3 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AVGO, NVDA, GS) accounted for 31.2% of total reported equity market value during Q3 2025.
Top New Position Initiated
AVGO
市值: $12.1M
Top Position Liquidated / Trimmed
ORLY
前期市值: $3.4M
During Q3 2025, Marvin & Palmer Associates Inc's top holdings by market value included AVGO (9.0%)、NVDA (8.8%)、GS (6.6%). The largest single position, AVGO, represented 9.0% of total portfolio value.
In Q3 2025, Marvin & Palmer Associates Inc made 42 total portfolio adjustments, initiating 19 new buys, adding to 6 positions, trimming 2 holdings, and fully liquidating 15 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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