Marvin & Palmer Associates INC — Full 13F Portfolio Breakdown

CIK: 0000860645

High-turnover traderContrarianQuality / disciplined sizing

Total reported value

$83.5M

Reporting period: 2026-03-31 · Number of holdings: 21

MARVIN & PALMER ASSOCIATES INC disclosed 21 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $83.5M and a quarterly turnover rate of 90.7%.

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Personality snowflake

Concentration: 21.58
Portfolio Stability: 90.66
Momentum/Contrarian: 0
Sector conviction: 62.02
Diversification: 42
Sizing Uniformity: 96.27

Marvin & Palmer Associates INC's disclosed holdings carry a Herfindahl concentration index of 0.054 — mathematically equivalent to about 19 equally-sized positions, close to its 21 actual disclosed holdings. Value is spread relatively evenly across the portfolio rather than concentrated in a handful of names.

Position sizes are fairly uniform across the portfolio (a coefficient of variation of 0.37), suggesting a disciplined, rules-based approach to how much capital goes into each idea.

No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.

Recent moves

Add NVDA
+0.0%　-$672.0K
Add RTX
-7.8%　-$200.2K
Trim C
-60.4%　-$6.0M
Trim GS
-60.5%　-$5.9M
Add XBI
+11.9%　$564.5K
Trim GOOGL
-57.9%　-$5.3M

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	NVDA	Nvidia CORP	Stock-Tech	11.68%	+4.31%	+0.05%
2	RTX	Rtx CORP	Stock-Industrials	7.66%	+3.00%	-7.81%
3	VLO	Valero Energy CORP	Stock-Energy	4.79%	+4.79%	NEW
4	XBI	Ss Spdr S&p Biotech ETF	ETF-Tech	4.61%	+2.29%	+11.86%
5	TSM	Taiwan Semiconductor-sp Adr	Stock-Tech	4.55%	+1.84%	-10.86%
6	C	Citigroup INC	Stock-Financials	4.52%	-2.40%	-60.35%
7	BKR	Baker Hughes Co	Stock-Energy	4.50%	+4.50%	NEW
8	CAT	Caterpillar INC	Stock-Industrials	4.47%	+1.85%	-18.74%
9	TJX	Tjx Companies INC	Stock-Consumer Disc	4.46%	+1.93%	-0.12%
10	IBB	Ishares Biotechnology ETF	ETF-Tech	4.41%	-0.62%	-48.31%
11	GS	Goldman Sachs Group INC	Stock-Financials	4.35%	-2.40%	-60.48%
12	AME	Ametek INC	Stock-Industrials	4.34%	+4.34%	NEW
13	PH	Parker Hannifin CORP	Stock-Industrials	4.22%	+1.78%	+0.03%
14	CCJ	Cameco CORP	Stock-Energy	4.20%	+1.77%	-14.33%
15	APH	Amphenol Corp-cl A	Stock-Tech	4.09%	+1.50%	-0.11%
16	NEE	Nextera Energy INC	Stock-Utilities	4.08%	+4.08%	NEW
17	GOOGL	Alphabet Inc-cl A	Stock-Comm Services	3.99%	-2.10%	-57.94%
18	PWR	Quanta Services INC	Stock-Industrials	3.89%	+3.89%	NEW
19	AAPL	Apple INC	Stock-Tech	3.83%	-0.79%	-47.61%
20	DE	Deere & Co	Stock-Industrials	3.73%	+3.73%	NEW
21	NEM	Newmont CORP	Stock-Materials	3.64%	-1.18%	-58.89%

Portfolio Performance

Performance for Q3 2026

+3.2%

Performance Last 4 Quarters

+27.2%

Based on 87% of reported portfolio value with available pricing

Stdev: +17.2%
Beta: +1.21
Alpha: -0.4%
Max Drawdown: -12.8%
Annualized Perf: +22.5%
Batting Avg vs S&P: +52.8%
Sortino: +2.44
Stutzer: +0.37
Treynor: +0.18
Sterling: +1.16
Calmar: +1.76
Information Ratio: +0.46
Tracking Error: +7.4%
Stdev Down: +9%
Winning Months %: +66.7%
Losing Months %: +33.3%
Best 12 Months: +45.6%
Worst 12 Months: +6.4%
Efficiency Ratio: +0.55
Sharpe: +1.27
Stdev Sectors: +10.1%
Skewness: -0.12
Kurtosis: -0.21
Upside Potential: +4.06

Reported value over time

Sector allocation

Sector allocation over time

Quarterly history

Period	Holdings	Total value	Stability	Top holdings
2026-03-31	21	$83.5M	91	1NVDA 2RTX 3VLO Top holdings2026-03-31 1.NVDA 2.RTX 3.VLO 4.XBI 5.TSM 6.C 7.BKR 8.CAT 9.TJX 10.IBB
2025-12-31	27	$141.6M	66	1NVDA 2C 3GS Top holdings2025-12-31 1.NVDA 2.C 3.GS 4.AVGO 5.MS 6.GOOGL 7.IBB 8.NEM 9.XLV 10.RTX
2025-09-30	27	$134.6M	100	1AVGO 2NVDA 3GS Top holdings2025-09-30 1.AVGO 2.NVDA 3.GS 4.MS 5.IBKR 6.JPM 7.ORCL 8.C 9.RTX 10.GOOGL
2025-06-30	32	$116.6M	0	1QQQ 2ORCL 3CSCO Top holdings2025-06-30 1.QQQ 2.ORCL 3.CSCO 4.NVDA 5.IBM 6.RTX 7.JPM 8.GS 9.IBKR 10.MS
2025-03-31	23	$67.0M	100	1ORLY 2CAH 3CSCO Top holdings2025-03-31 1.ORLY 2.CAH 3.CSCO 4.PH 5.TMUS 6.COST 7.SCHW 8.V 9.JPM 10.AJG
2024-12-31	27	$130.9M	0	1AMZN 2GS 3AMP Top holdings2024-12-31 1.AMZN 2.GS 3.AMP 4.KKR 5.IBKR 6.BX 7.MS 8.PH 9.ORCL 10.NVDA
2024-09-30	32	$119.2M	0	1KKR 2XBI 3GS Top holdings2024-09-30 1.KKR 2.XBI 3.GS 4.IBKR 5.SPY 6.URI 7.CSL 8.PH 9.ISRG 10.NVDA
2024-06-30	28	$97.7M	0	1ETN 2NVDA 3IBKR Top holdings2024-06-30 1.ETN 2.NVDA 3.IBKR 4.PH 5.MSFT 6.GS 7.IR 8.CSL 9.AMP 10.QQQ
2024-03-31	28	$100.8M	0	1ETN 2NVDA 3PH Top holdings2024-03-31 1.ETN 2.NVDA 3.PH 4.MSFT 5.IR 6.AMP 7.AMAT 8.QQQ 9.KKR 10.SPY
2023-12-31	32	$89.6M	0	1MSFT 2ETN 3IR Top holdings2023-12-31 1.MSFT 2.ETN 3.IR 4.PH 5.QQQ 6.BX 7.SPY 8.AMP 9.NVDA 10.EWJ
2023-09-30	25	$154.2M	0	1GOOGL 2AMAT 3COR Top holdings2023-09-30 1.GOOGL 2.AMAT 3.COR 4.NVDA 5.WMT 6.ETN 7.AMP 8.OIH 9.VRTX 10.ORCL
2023-06-30	31	$221.9M	0	1AMAT 2COR 3GOOGL Top holdings2023-06-30 1.AMAT 2.COR 3.GOOGL 4.BOTZ 5.070592 6.63889X 7.ODFL 8.HCA 9.WMT 10.NVO
2023-03-31	25	$198.5M	0	1VRTX 2AZO 3DE Top holdings2023-03-31 1.VRTX 2.AZO 3.DE 4.AMP 5.AMAT 6.APH 7.MS 8.GS 9.COR 10.WMT
2022-12-31	27	$190.1M	0	1VRTX 2COR 3AZO Top holdings2022-12-31 1.VRTX 2.COR 3.AZO 4.AMP 5.SCHW 6.GS 7.AJG 8.IWM 9.MS 10.LNG
2022-09-30	26	$163.0M	0	1VRTX 2LNG 3UNH Top holdings2022-09-30 1.VRTX 2.LNG 3.UNH 4.AZO 5.AJG 6.COR 7.GS 8.MS 9.PANW 10.AMP
2022-06-30	27	$194.4M	0	1VRTX 2UNH 3LLY Top holdings2022-06-30 1.VRTX 2.UNH 3.LLY 4.MRK 5.COR 6.AZO 7.RTX 8.COP 9.CB 10.LIN
2022-03-31	29	$222.0M	0	1AMP 2COP 3FTNT Top holdings2022-03-31 1.AMP 2.COP 3.FTNT 4.VRTX 5.PANW 6.COR 7.UNH 8.MOO 9.DE 10.CB
2021-12-31	25	$233.8M	0	1AMAT 2LRCXEUR 3FTNT Top holdings2021-12-31 1.AMAT 2.LRCXEUR 3.FTNT 4.AMP 5.BX 6.AZO 7.EW 8.MS 9.GS 10.GOOGL
2021-09-30	26	$246.6M	0	1FTNT 2MS 3AMAT Top holdings2021-09-30 1.FTNT 2.MS 3.AMAT 4.GS 5.AMP 6.BX 7.ISRG 8.SE 9.EW 10.LRCXEUR
2021-06-30	28	$244.5M	100	1AMAT 2GS 3LRCXEUR Top holdings2021-06-30 1.AMAT 2.GS 3.LRCXEUR 4.MS 5.FTNT 6.AMP 7.ETN 8.SE 9.MOO 10.BLKCHF
2021-03-31	27	$224.9M	93	1AMAT 2LRCXEUR 3GS Top holdings2021-03-31 1.AMAT 2.LRCXEUR 3.GS 4.MS 5.AMP 6.EWJ 7.MOO 8.COPX 9.KLAC 10.TXN
2020-12-31	28	$250.6M	75	1AAPL 2AMAT 3TMO Top holdings2020-12-31 1.AAPL 2.AMAT 3.TMO 4.LRCXEUR 5.MS 6.GS 7.KLAC 8.ICLN 9.QCOM 10.SE
2020-09-30	30	$189.6M	48	1AAPL 2TMO 3ADBE Top holdings2020-09-30 1.AAPL 2.TMO 3.ADBE 4.MSFT 5.LRCXEUR 6.SE 7.GLD 8.HD 9.VEEV 10.EW
2020-06-30	31	$165.8M	71	1AAPL 2TMO 3MSFT Top holdings2020-06-30 1.AAPL 2.TMO 3.MSFT 4.ADBE 5.LRCXEUR 6.KLAC 7.AMAT 8.MS 9.VRTX 10.GOOGL
2020-03-31	28	$104.6M	89	1TMO 2MSFT 3BX Top holdings2020-03-31 1.TMO 2.MSFT 3.BX 4.AAPL 5.ADBE 6.VRTX 7.LRCXEUR 8.AMAT 9.EW 10.GOOGL
2019-12-31	27	$169.7M	54	1MSFT 2LRCXEUR 3AAPL Top holdings2019-12-31 1.MSFT 2.LRCXEUR 3.AAPL 4.TXN 5.BX 6.AMAT 7.TMO 8.KLAC 9.KSUEUR 10.SE
2019-09-30	25	$152.0M	48	1TXN 2MSFT 3TMO Top holdings2019-09-30 1.TXN 2.MSFT 3.TMO 4.BX 5.VEEV 6.AMAT 7.V 8.LRCXEUR 9.KLAC 10.PYPL
2019-06-30	26	$150.8M	62	1MSFT 2PYPL 3TMO Top holdings2019-06-30 1.MSFT 2.PYPL 3.TMO 4.VEEV 5.V 6.TXN 7.ADBE 8.BX 9.UNP 10.DIS
2019-03-31	27	$128.4M	59	1XLV 2PYPL 3MSFT Top holdings2019-03-31 1.XLV 2.PYPL 3.MSFT 4.TMO 5.V 6.ADBE 7.TXN 8.LLY 9.VEEV 10.MRK
2018-12-31	27	$116.1M	70	1XLV 2CME 3PYPL Top holdings2018-12-31 1.XLV 2.CME 3.PYPL 4.MSFT 5.TMO 6.V 7.ADBE 8.MRK 9.LLY 10.TXN
2018-09-30	26	$131.9M	76	1XLV 2IJR 3PYPL Top holdings2018-09-30 1.XLV 2.IJR 3.PYPL 4.XBI 5.CME 6.XRT 7.ADBE 8.V 9.MSFT 10.AAPL
2018-06-30	23	$101.6M	48	1IJR 2PYPL 3CME Top holdings2018-06-30 1.IJR 2.PYPL 3.CME 4.BLKCHF 5.TXN 6.XBI 7.SCHW 8.ADBE 9.UNP 10.V
2018-03-31	29	$109.2M	36	1BLKCHF 2CME 3SCHW Top holdings2018-03-31 1.BLKCHF 2.CME 3.SCHW 4.TXN 5.ALGN 6.LRCXEUR 7.PYPL 8.XBI 9.ADBE 10.UNP
2017-12-31	43	$96.5M	55	1TXN 2CME 3SCHW Top holdings2017-12-31 1.TXN 2.CME 3.SCHW 4.PH 5.BLKCHF 6.ALGN 7.PYPL 8.BXUSD 9.CBOE 10.WLK
2017-09-30	41	$81.4M	88	1LRCXEUR 2CME 3TXN Top holdings2017-09-30 1.LRCXEUR 2.CME 3.TXN 4.SCHW 5.PH 6.CMI 7.CELG 8.BXUSD 9.PYPL 10.BLKCHF
2017-06-30	34	$131.9M	44	1CME 2SCHW 3BXUSD Top holdings2017-06-30 1.CME 2.SCHW 3.BXUSD 4.META 5.LRCXEUR 6.CMI 7.PH 8.TXN 9.AMZN 10.LITE
2017-03-31	38	$137.6M	57	167555N2TXN 3LITE Top holdings2017-03-31 1.67555N 2.TXN 3.LITE 4.LRCXEUR 5.SCHW 6.META 7.BXUSD 8.PH 9.BLKCHF 10.FN
2016-12-31	37	$117.2M	84	1FN 2LITE 3ACIA Top holdings2016-12-31 1.FN 2.LITE 3.ACIA 4.67555N 5.TXN 6.SCHW 7.RTN1USD 8.LRCXEUR 9.BXUSD 10.INTU
2016-09-30	40	$127.5M	77	1FN 2LITE 3META Top holdings2016-09-30 1.FN 2.LITE 3.META 4.67555N 5.NPTNEUR 6.RTN1USD 7.AMZN 8.TXN 9.LOW 10.BXUSD
2016-06-30	35	$73.8M	61	1FN 2ACIA 3META Top holdings2016-06-30 1.FN 2.ACIA 3.META 4.67555N 5.LITE 6.RTN1USD 7.LOW 8.HD 9.CRM 10.JNJ
2016-03-31	49	$85.8M	68	1FN 2META 3GOOGL Top holdings2016-03-31 1.FN 2.META 3.GOOGL 4.HD 5.RTN1USD 6.LOW 7.NOC 8.TXN 9.FISV 10.AMZN
2015-12-31	53	$97.6M	39	1JD 2FN 3META Top holdings2015-12-31 1.JD 2.FN 3.META 4.AAPL 5.GS 6.SMHC 7.MS 8.EXPE 9.AMZN 10.NOC
2015-09-30	50	$83.7M	46	1AAPL 2JD 3META Top holdings2015-09-30 1.AAPL 2.JD 3.META 4.GS 5.MS 6.EXPE 7.BXUSD 8.NOC 9.LOW 10.HD
2015-06-30	51	$105.7M	48	1JD 2AAPL 3BXUSD Top holdings2015-06-30 1.JD 2.AAPL 3.BXUSD 4.GS 5.META 6.MS 7.GILD 8.CMI 9.NOC 10.REGN
2015-03-31	62	$115.5M	48	1AAPL 2BXUSD 3JD Top holdings2015-03-31 1.AAPL 2.BXUSD 3.JD 4.BIDU 5.UNP 6.META 7.LOW 8.CMI 9.NOC 10.HD
2014-12-31	59	$98.4M	43	1BIDU 2AAPL 3UNP Top holdings2014-12-31 1.BIDU 2.AAPL 3.UNP 4.BXUSD 5.CMI 6.LOW 7.META 8.GILD 9.AMP 10.HD
2014-09-30	62	$98.3M	69	1BIDU 2AAPL 3UNP Top holdings2014-09-30 1.BIDU 2.AAPL 3.UNP 4.BIIB 5.CMI 6.GOOG 7.META 8.38259P 9.BXUSD 10.SMHC
2014-06-30	69	$115.1M	83	1AAPL 2BIDU 3UNP Top holdings2014-06-30 1.AAPL 2.BIDU 3.UNP 4.DOW 5.CMI 6.BXUSD 7.GOOG 8.38259P 9.BA 10.WFC
2014-03-31	65	$114.1M	71	1BXUSD 2GOOG 3AMZN Top holdings2014-03-31 1.BXUSD 2.GOOG 3.AMZN 4.UNP 5.DOW 6.BIIB 7.CMI 8.BA 9.AAPL 10.MCK
2013-12-31	68	$166.6M	52	198742U2AMZN 3BXUSD Top holdings2013-12-31 1.98742U 2.AMZN 3.BXUSD 4.BIIB 5.GOOG 6.UNP 7.74734M 8.BA 9.HIMX 10.BIDU
2013-09-30	72	$152.8M	96	198742U2UNP 3BIIB Top holdings2013-09-30 1.98742U 2.UNP 3.BIIB 4.BXUSD 5.AMZN 6.GOOG 7.FMX 8.74734M 9.BIDU 10.BA
2013-06-30	63	$184.3M	—	1UNP 2FMX 3GOOG Top holdings2013-06-30 1.UNP 2.FMX 3.GOOG 4.BIIB 5.HD 6.AMZN 7.BXUSD 8.AAPL 9.EBAY 10.VIAB

Holding changes this quarter

Marvin & Palmer Associates INC's most significant position changes for 2026-03-31: Sold out: Broadcom INC (AVGO); Sold out: Morgan Stanley (MS); Sold out: Ss Health Care Select Sector (XLV); Sold out: Ishares Core S&p Small-cap E (IJR); New buy: Valero Energy CORP (VLO).

Position changes disclosed by Marvin & Palmer Associates INC for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	NVDA	Nvidia CORP	+4.3%	+0.05%	Add
2	RTX	Rtx CORP	+3%	-7.81%	Trim
3	XBI	Ss Spdr S&p Biotech ETF	+2.3%	+11.86%	Add
4	TJX	Tjx Companies INC	+1.9%	-0.12%	Trim
5	CAT	Caterpillar INC	+1.9%	-18.74%	Trim
6	TSM	Taiwan Semiconductor-sp Adr	+1.8%	-10.86%	Trim
7	PH	Parker Hannifin CORP	+1.8%	+0.03%	Add
8	CCJ	Cameco CORP	+1.8%	-14.33%	Trim
9	APH	Amphenol Corp-cl A	+1.5%	-0.11%	Trim
10	IBB	Ishares Biotechnology ETF	-0.6%	-48.31%	Trim
11	AAPL	Apple INC	-0.8%	-47.61%	Trim
12	NEM	Newmont CORP	-1.2%	-58.89%	Trim
13	GOOGL	Alphabet Inc-cl A	-2.1%	-57.94%	Trim
14	C	Citigroup INC	-2.4%	-60.35%	Trim
15	GS	Goldman Sachs Group INC	-2.4%	-60.48%	Trim
16	AVGO	Broadcom INC	—	EXIT	Sold out
17	MS	Morgan Stanley	—	EXIT	Sold out
18	XLV	Ss Health Care Select Sector	—	EXIT	Sold out
19	IJR	Ishares Core S&p Small-cap E	—	EXIT	Sold out
20	VLO	Valero Energy CORP	—	NEW	New buy
21	JPM	Jpmorgan Chase & Co	—	EXIT	Sold out
22	BAC	Bank Of America CORP	—	EXIT	Sold out
23	BKR	Baker Hughes Co	—	NEW	New buy
24	AME	Ametek INC	—	NEW	New buy
25	COR	Cencora INC	—	EXIT	Sold out
26	NEE	Nextera Energy INC	—	NEW	New buy
27	PWR	Quanta Services INC	—	NEW	New buy
28	AMZN	Amazon.com INC	—	EXIT	Sold out
29	DE	Deere & Co	—	NEW	New buy
30	TSLA	Tesla INC	—	EXIT	Sold out
31	ILF	Ishares Latin America 40 ETF	—	EXIT	Sold out
32	EWJ	Ishares Msci Japan ETF	—	EXIT	Sold out
33	ECH	Ishares Msci Chile ETF	—	EXIT	Sold out

Filing History

Period	Filed	Type	EDGAR
2026-03-31	2026-05-08	13F-HR	View on EDGAR
2025-12-31	2026-02-11	13F-HR	View on EDGAR
2025-09-30	2025-11-13	13F-HR	View on EDGAR
2025-06-30	2025-08-12	13F-HR	View on EDGAR
2025-03-31	2025-05-07	13F-HR	View on EDGAR
2024-12-31	2025-02-07	13F-HR	View on EDGAR
2024-09-30	2024-11-13	13F-HR	View on EDGAR
2024-06-30	2024-08-13	13F-HR	View on EDGAR
2024-03-31	2024-05-13	13F-HR	View on EDGAR
2023-12-31	2024-02-13	13F-HR	View on EDGAR
2023-09-30	2023-11-13	13F-HR	View on EDGAR
2023-06-30	2023-08-11	13F-HR	View on EDGAR
2023-03-31	2023-05-12	13F-HR	View on EDGAR
2022-12-31	2023-02-14	13F-HR	View on EDGAR
2022-09-30	2022-11-14	13F-HR	View on EDGAR
2022-06-30	2022-08-09	13F-HR	View on EDGAR
2022-03-31	2022-05-11	13F-HR	View on EDGAR
2021-12-31	2022-02-10	13F-HR	View on EDGAR
2021-09-30	2021-11-12	13F-HR	View on EDGAR
2021-06-30	2021-08-12	13F-HR	View on EDGAR
2021-03-31	2021-06-24	13F-HR	View on EDGAR
2020-12-31	2021-02-12	13F-HR	View on EDGAR
2020-09-30	2020-11-12	13F-HR	View on EDGAR
2020-06-30	2020-08-13	13F-HR	View on EDGAR
2020-03-31	2020-05-12	13F-HR	View on EDGAR
2019-12-31	2020-02-11	13F-HR	View on EDGAR
2019-09-30	2019-11-14	13F-HR	View on EDGAR
2019-06-30	2019-08-19	13F-HR	View on EDGAR
2019-03-31	2019-05-13	13F-HR	View on EDGAR
2018-12-31	2019-02-12	13F-HR	View on EDGAR
2018-09-30	2018-11-13	13F-HR	View on EDGAR
2018-06-30	2018-08-09	13F-HR	View on EDGAR
2018-03-31	2018-05-17	Amendment	View on EDGAR
2018-03-31	2018-05-14	13F-HR	View on EDGAR
2017-12-31	2018-02-13	13F-HR	View on EDGAR
2017-09-30	2017-11-09	13F-HR	View on EDGAR
2017-06-30	2017-08-09	13F-HR	View on EDGAR
2017-03-31	2017-05-11	13F-HR	View on EDGAR
2016-12-31	2017-02-10	13F-HR	View on EDGAR
2016-09-30	2016-11-16	13F-HR	View on EDGAR
2016-06-30	2016-08-10	13F-HR	View on EDGAR
2016-03-31	2016-05-11	13F-HR	View on EDGAR
2015-12-31	2016-02-16	Amendment	View on EDGAR
2015-12-31	2016-02-11	13F-HR	View on EDGAR
2015-09-30	2015-11-19	13F-HR	View on EDGAR
2015-06-30	2015-08-12	13F-HR	View on EDGAR
2015-03-31	2015-05-29	13F-HR	View on EDGAR
2014-12-31	2015-02-13	13F-HR	View on EDGAR
2014-09-30	2014-11-13	13F-HR	View on EDGAR
2014-06-30	2014-08-08	13F-HR	View on EDGAR
2014-03-31	2014-05-09	13F-HR	View on EDGAR
2013-12-31	2014-02-14	13F-HR	View on EDGAR
2013-09-30	2013-11-07	13F-HR	View on EDGAR
2013-06-30	2013-08-09	13F-HR	View on EDGAR

FAQ

What is Marvin & Palmer Associates INC and what type of investor is it?

Marvin & Palmer Associates INC is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $83.5M, spread across 21 disclosed positions.

What are Marvin & Palmer Associates INC's largest equity positions?

Based on the latest 13F filing, Marvin & Palmer Associates INC's top holdings by market value are: 1. Nvidia CORP (NVDA) — $9.8M (11.7%) 2. Rtx CORP (RTX) — $6.4M (7.7%) 3. Valero Energy CORP (VLO) — $4.0M (4.8%) 4. Ss Spdr S&p Biotech ETF (XBI) — $3.8M (4.6%) 5. Taiwan Semiconductor-sp Adr (TSM) — $3.8M (4.5%)

What changes did Marvin & Palmer Associates INC make in its most recent portfolio filing?

In the latest reported quarter, Marvin & Palmer Associates INC made 33 notable position adjustments: 6 new positions were initiated, 3 existing holdings were added to, 12 positions were partially reduced, and 12 were completely exited. The largest of these moves: Sold out: Broadcom INC (AVGO); Sold out: Morgan Stanley (MS); Sold out: Ss Health Care Select Sector (XLV); Sold out: Ishares Core S&p Small-cap E (IJR); New buy: Valero Energy CORP (VLO)

What sectors does Marvin & Palmer Associates INC focus on?

Marvin & Palmer Associates INC is concentrated in the following sectors based on its current disclosed equity portfolio: • Industrials: 31.1% • Information Technology: 26.5% • Energy: 14.8% • Financials: 9.8% • Consumer Discretionary: 4.9% • Utilities: 4.5%

Peer Institutions

Institutions with a similar AUM

Delphi Management INC /ma/

CIK 0000767684

Total reported value

$83.6M

79 stks

2026-03-31

Concentration5.6

Portfolio Stability32.8

Sector conviction99.9

AUM within 0.0% of this institution

View detail

Mpi Investment Management, INC.

CIK 0001730084

Total reported value

$83.5M

67 stks

2017-12-31

Stale — no recent filing

Concentration9.1

Portfolio Stability0.0

Sector conviction63.0

AUM within 0.1% of this institution

View detail

Prosperity Capital Management Ltd

CIK 0001514542

Total reported value

$83.6M

2 stks

2020-03-31

Stale — no recent filing

Concentration100.0

Portfolio Stability50.3

Sector conviction0.0

AUM within 0.1% of this institution

View detail

Similar Holdings Style

Institutions with overlapping top holdings

Manning & Napier Advisors LLC

CIK 0000062039

Total reported value

$7.1B

616 stks

2026-03-31

Concentration7.2

Portfolio Stability35.9

Sector conviction64.7

2 of the top 5 holdings overlap, including Nvidia CORP

View detail

Asset Planning Services INC /la/ /adv

CIK 0000811407

Total reported value

$228.1M

35 stks

2026-03-31

Concentration25.8

Portfolio Stability12.4

Sector conviction63.9

2 of the top 5 holdings overlap, including Nvidia CORP

View detail

Van Eck Associates CORP

CIK 0000869178

Total reported value

$133.2B

1,944 stks

2026-03-31

Concentration6.7

Portfolio Stability21.8

Sector conviction84.5

2 of the top 5 holdings overlap, including Nvidia CORP

View detail

Marvin & Palmer Associates INC — Full 13F Portfolio Breakdown

CIK: 0000860645

High-turnover traderContrarianQuality / disciplined sizing

Total reported value

$83.5M

Reporting period: 2026-03-31 · Number of holdings: 21

MARVIN & PALMER ASSOCIATES INC disclosed 21 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $83.5M and a quarterly turnover rate of 90.7%.

Browse other institutions with under $100M AUM Browse other institutions starting with "M"

Personality snowflake

Concentration: 21.58
Portfolio Stability: 90.66
Momentum/Contrarian: 0
Sector conviction: 62.02
Diversification: 42
Sizing Uniformity: 96.27

Position sizes are fairly uniform across the portfolio (a coefficient of variation of 0.37), suggesting a disciplined, rules-based approach to how much capital goes into each idea.

No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.

Recent moves

Add NVDA
+0.0%　-$672.0K
Add RTX
-7.8%　-$200.2K
Trim C
-60.4%　-$6.0M
Trim GS
-60.5%　-$5.9M
Add XBI
+11.9%　$564.5K
Trim GOOGL
-57.9%　-$5.3M

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	NVDA	Nvidia CORP	Stock-Tech	11.68%	+4.31%	+0.05%
2	RTX	Rtx CORP	Stock-Industrials	7.66%	+3.00%	-7.81%
3	VLO	Valero Energy CORP	Stock-Energy	4.79%	+4.79%	NEW
4	XBI	Ss Spdr S&p Biotech ETF	ETF-Tech	4.61%	+2.29%	+11.86%
5	TSM	Taiwan Semiconductor-sp Adr	Stock-Tech	4.55%	+1.84%	-10.86%
6	C	Citigroup INC	Stock-Financials	4.52%	-2.40%	-60.35%
7	BKR	Baker Hughes Co	Stock-Energy	4.50%	+4.50%	NEW
8	CAT	Caterpillar INC	Stock-Industrials	4.47%	+1.85%	-18.74%
9	TJX	Tjx Companies INC	Stock-Consumer Disc	4.46%	+1.93%	-0.12%
10	IBB	Ishares Biotechnology ETF	ETF-Tech	4.41%	-0.62%	-48.31%
11	GS	Goldman Sachs Group INC	Stock-Financials	4.35%	-2.40%	-60.48%
12	AME	Ametek INC	Stock-Industrials	4.34%	+4.34%	NEW
13	PH	Parker Hannifin CORP	Stock-Industrials	4.22%	+1.78%	+0.03%
14	CCJ	Cameco CORP	Stock-Energy	4.20%	+1.77%	-14.33%
15	APH	Amphenol Corp-cl A	Stock-Tech	4.09%	+1.50%	-0.11%
16	NEE	Nextera Energy INC	Stock-Utilities	4.08%	+4.08%	NEW
17	GOOGL	Alphabet Inc-cl A	Stock-Comm Services	3.99%	-2.10%	-57.94%
18	PWR	Quanta Services INC	Stock-Industrials	3.89%	+3.89%	NEW
19	AAPL	Apple INC	Stock-Tech	3.83%	-0.79%	-47.61%
20	DE	Deere & Co	Stock-Industrials	3.73%	+3.73%	NEW
21	NEM	Newmont CORP	Stock-Materials	3.64%	-1.18%	-58.89%

Portfolio Performance

Performance for Q3 2026

+3.2%

Performance Last 4 Quarters

+27.2%

Based on 87% of reported portfolio value with available pricing

Stdev: +17.2%
Beta: +1.21
Alpha: -0.4%
Max Drawdown: -12.8%
Annualized Perf: +22.5%
Batting Avg vs S&P: +52.8%
Sortino: +2.44
Stutzer: +0.37
Treynor: +0.18
Sterling: +1.16
Calmar: +1.76
Information Ratio: +0.46
Tracking Error: +7.4%
Stdev Down: +9%
Winning Months %: +66.7%
Losing Months %: +33.3%
Best 12 Months: +45.6%
Worst 12 Months: +6.4%
Efficiency Ratio: +0.55
Sharpe: +1.27
Stdev Sectors: +10.1%
Skewness: -0.12
Kurtosis: -0.21
Upside Potential: +4.06

Reported value over time

Sector allocation

Sector allocation over time

Quarterly history

Period	Holdings	Total value	Stability	Top holdings
2026-03-31	21	$83.5M	91	1NVDA 2RTX 3VLO Top holdings2026-03-31 1.NVDA 2.RTX 3.VLO 4.XBI 5.TSM 6.C 7.BKR 8.CAT 9.TJX 10.IBB
2025-12-31	27	$141.6M	66	1NVDA 2C 3GS Top holdings2025-12-31 1.NVDA 2.C 3.GS 4.AVGO 5.MS 6.GOOGL 7.IBB 8.NEM 9.XLV 10.RTX
2025-09-30	27	$134.6M	100	1AVGO 2NVDA 3GS Top holdings2025-09-30 1.AVGO 2.NVDA 3.GS 4.MS 5.IBKR 6.JPM 7.ORCL 8.C 9.RTX 10.GOOGL
2025-06-30	32	$116.6M	0	1QQQ 2ORCL 3CSCO Top holdings2025-06-30 1.QQQ 2.ORCL 3.CSCO 4.NVDA 5.IBM 6.RTX 7.JPM 8.GS 9.IBKR 10.MS
2025-03-31	23	$67.0M	100	1ORLY 2CAH 3CSCO Top holdings2025-03-31 1.ORLY 2.CAH 3.CSCO 4.PH 5.TMUS 6.COST 7.SCHW 8.V 9.JPM 10.AJG
2024-12-31	27	$130.9M	0	1AMZN 2GS 3AMP Top holdings2024-12-31 1.AMZN 2.GS 3.AMP 4.KKR 5.IBKR 6.BX 7.MS 8.PH 9.ORCL 10.NVDA
2024-09-30	32	$119.2M	0	1KKR 2XBI 3GS Top holdings2024-09-30 1.KKR 2.XBI 3.GS 4.IBKR 5.SPY 6.URI 7.CSL 8.PH 9.ISRG 10.NVDA
2024-06-30	28	$97.7M	0	1ETN 2NVDA 3IBKR Top holdings2024-06-30 1.ETN 2.NVDA 3.IBKR 4.PH 5.MSFT 6.GS 7.IR 8.CSL 9.AMP 10.QQQ
2024-03-31	28	$100.8M	0	1ETN 2NVDA 3PH Top holdings2024-03-31 1.ETN 2.NVDA 3.PH 4.MSFT 5.IR 6.AMP 7.AMAT 8.QQQ 9.KKR 10.SPY
2023-12-31	32	$89.6M	0	1MSFT 2ETN 3IR Top holdings2023-12-31 1.MSFT 2.ETN 3.IR 4.PH 5.QQQ 6.BX 7.SPY 8.AMP 9.NVDA 10.EWJ
2023-09-30	25	$154.2M	0	1GOOGL 2AMAT 3COR Top holdings2023-09-30 1.GOOGL 2.AMAT 3.COR 4.NVDA 5.WMT 6.ETN 7.AMP 8.OIH 9.VRTX 10.ORCL
2023-06-30	31	$221.9M	0	1AMAT 2COR 3GOOGL Top holdings2023-06-30 1.AMAT 2.COR 3.GOOGL 4.BOTZ 5.070592 6.63889X 7.ODFL 8.HCA 9.WMT 10.NVO
2023-03-31	25	$198.5M	0	1VRTX 2AZO 3DE Top holdings2023-03-31 1.VRTX 2.AZO 3.DE 4.AMP 5.AMAT 6.APH 7.MS 8.GS 9.COR 10.WMT
2022-12-31	27	$190.1M	0	1VRTX 2COR 3AZO Top holdings2022-12-31 1.VRTX 2.COR 3.AZO 4.AMP 5.SCHW 6.GS 7.AJG 8.IWM 9.MS 10.LNG
2022-09-30	26	$163.0M	0	1VRTX 2LNG 3UNH Top holdings2022-09-30 1.VRTX 2.LNG 3.UNH 4.AZO 5.AJG 6.COR 7.GS 8.MS 9.PANW 10.AMP
2022-06-30	27	$194.4M	0	1VRTX 2UNH 3LLY Top holdings2022-06-30 1.VRTX 2.UNH 3.LLY 4.MRK 5.COR 6.AZO 7.RTX 8.COP 9.CB 10.LIN
2022-03-31	29	$222.0M	0	1AMP 2COP 3FTNT Top holdings2022-03-31 1.AMP 2.COP 3.FTNT 4.VRTX 5.PANW 6.COR 7.UNH 8.MOO 9.DE 10.CB
2021-12-31	25	$233.8M	0	1AMAT 2LRCXEUR 3FTNT Top holdings2021-12-31 1.AMAT 2.LRCXEUR 3.FTNT 4.AMP 5.BX 6.AZO 7.EW 8.MS 9.GS 10.GOOGL
2021-09-30	26	$246.6M	0	1FTNT 2MS 3AMAT Top holdings2021-09-30 1.FTNT 2.MS 3.AMAT 4.GS 5.AMP 6.BX 7.ISRG 8.SE 9.EW 10.LRCXEUR
2021-06-30	28	$244.5M	100	1AMAT 2GS 3LRCXEUR Top holdings2021-06-30 1.AMAT 2.GS 3.LRCXEUR 4.MS 5.FTNT 6.AMP 7.ETN 8.SE 9.MOO 10.BLKCHF
2021-03-31	27	$224.9M	93	1AMAT 2LRCXEUR 3GS Top holdings2021-03-31 1.AMAT 2.LRCXEUR 3.GS 4.MS 5.AMP 6.EWJ 7.MOO 8.COPX 9.KLAC 10.TXN
2020-12-31	28	$250.6M	75	1AAPL 2AMAT 3TMO Top holdings2020-12-31 1.AAPL 2.AMAT 3.TMO 4.LRCXEUR 5.MS 6.GS 7.KLAC 8.ICLN 9.QCOM 10.SE
2020-09-30	30	$189.6M	48	1AAPL 2TMO 3ADBE Top holdings2020-09-30 1.AAPL 2.TMO 3.ADBE 4.MSFT 5.LRCXEUR 6.SE 7.GLD 8.HD 9.VEEV 10.EW
2020-06-30	31	$165.8M	71	1AAPL 2TMO 3MSFT Top holdings2020-06-30 1.AAPL 2.TMO 3.MSFT 4.ADBE 5.LRCXEUR 6.KLAC 7.AMAT 8.MS 9.VRTX 10.GOOGL
2020-03-31	28	$104.6M	89	1TMO 2MSFT 3BX Top holdings2020-03-31 1.TMO 2.MSFT 3.BX 4.AAPL 5.ADBE 6.VRTX 7.LRCXEUR 8.AMAT 9.EW 10.GOOGL
2019-12-31	27	$169.7M	54	1MSFT 2LRCXEUR 3AAPL Top holdings2019-12-31 1.MSFT 2.LRCXEUR 3.AAPL 4.TXN 5.BX 6.AMAT 7.TMO 8.KLAC 9.KSUEUR 10.SE
2019-09-30	25	$152.0M	48	1TXN 2MSFT 3TMO Top holdings2019-09-30 1.TXN 2.MSFT 3.TMO 4.BX 5.VEEV 6.AMAT 7.V 8.LRCXEUR 9.KLAC 10.PYPL
2019-06-30	26	$150.8M	62	1MSFT 2PYPL 3TMO Top holdings2019-06-30 1.MSFT 2.PYPL 3.TMO 4.VEEV 5.V 6.TXN 7.ADBE 8.BX 9.UNP 10.DIS
2019-03-31	27	$128.4M	59	1XLV 2PYPL 3MSFT Top holdings2019-03-31 1.XLV 2.PYPL 3.MSFT 4.TMO 5.V 6.ADBE 7.TXN 8.LLY 9.VEEV 10.MRK
2018-12-31	27	$116.1M	70	1XLV 2CME 3PYPL Top holdings2018-12-31 1.XLV 2.CME 3.PYPL 4.MSFT 5.TMO 6.V 7.ADBE 8.MRK 9.LLY 10.TXN
2018-09-30	26	$131.9M	76	1XLV 2IJR 3PYPL Top holdings2018-09-30 1.XLV 2.IJR 3.PYPL 4.XBI 5.CME 6.XRT 7.ADBE 8.V 9.MSFT 10.AAPL
2018-06-30	23	$101.6M	48	1IJR 2PYPL 3CME Top holdings2018-06-30 1.IJR 2.PYPL 3.CME 4.BLKCHF 5.TXN 6.XBI 7.SCHW 8.ADBE 9.UNP 10.V
2018-03-31	29	$109.2M	36	1BLKCHF 2CME 3SCHW Top holdings2018-03-31 1.BLKCHF 2.CME 3.SCHW 4.TXN 5.ALGN 6.LRCXEUR 7.PYPL 8.XBI 9.ADBE 10.UNP
2017-12-31	43	$96.5M	55	1TXN 2CME 3SCHW Top holdings2017-12-31 1.TXN 2.CME 3.SCHW 4.PH 5.BLKCHF 6.ALGN 7.PYPL 8.BXUSD 9.CBOE 10.WLK
2017-09-30	41	$81.4M	88	1LRCXEUR 2CME 3TXN Top holdings2017-09-30 1.LRCXEUR 2.CME 3.TXN 4.SCHW 5.PH 6.CMI 7.CELG 8.BXUSD 9.PYPL 10.BLKCHF
2017-06-30	34	$131.9M	44	1CME 2SCHW 3BXUSD Top holdings2017-06-30 1.CME 2.SCHW 3.BXUSD 4.META 5.LRCXEUR 6.CMI 7.PH 8.TXN 9.AMZN 10.LITE
2017-03-31	38	$137.6M	57	167555N2TXN 3LITE Top holdings2017-03-31 1.67555N 2.TXN 3.LITE 4.LRCXEUR 5.SCHW 6.META 7.BXUSD 8.PH 9.BLKCHF 10.FN
2016-12-31	37	$117.2M	84	1FN 2LITE 3ACIA Top holdings2016-12-31 1.FN 2.LITE 3.ACIA 4.67555N 5.TXN 6.SCHW 7.RTN1USD 8.LRCXEUR 9.BXUSD 10.INTU
2016-09-30	40	$127.5M	77	1FN 2LITE 3META Top holdings2016-09-30 1.FN 2.LITE 3.META 4.67555N 5.NPTNEUR 6.RTN1USD 7.AMZN 8.TXN 9.LOW 10.BXUSD
2016-06-30	35	$73.8M	61	1FN 2ACIA 3META Top holdings2016-06-30 1.FN 2.ACIA 3.META 4.67555N 5.LITE 6.RTN1USD 7.LOW 8.HD 9.CRM 10.JNJ
2016-03-31	49	$85.8M	68	1FN 2META 3GOOGL Top holdings2016-03-31 1.FN 2.META 3.GOOGL 4.HD 5.RTN1USD 6.LOW 7.NOC 8.TXN 9.FISV 10.AMZN
2015-12-31	53	$97.6M	39	1JD 2FN 3META Top holdings2015-12-31 1.JD 2.FN 3.META 4.AAPL 5.GS 6.SMHC 7.MS 8.EXPE 9.AMZN 10.NOC
2015-09-30	50	$83.7M	46	1AAPL 2JD 3META Top holdings2015-09-30 1.AAPL 2.JD 3.META 4.GS 5.MS 6.EXPE 7.BXUSD 8.NOC 9.LOW 10.HD
2015-06-30	51	$105.7M	48	1JD 2AAPL 3BXUSD Top holdings2015-06-30 1.JD 2.AAPL 3.BXUSD 4.GS 5.META 6.MS 7.GILD 8.CMI 9.NOC 10.REGN
2015-03-31	62	$115.5M	48	1AAPL 2BXUSD 3JD Top holdings2015-03-31 1.AAPL 2.BXUSD 3.JD 4.BIDU 5.UNP 6.META 7.LOW 8.CMI 9.NOC 10.HD
2014-12-31	59	$98.4M	43	1BIDU 2AAPL 3UNP Top holdings2014-12-31 1.BIDU 2.AAPL 3.UNP 4.BXUSD 5.CMI 6.LOW 7.META 8.GILD 9.AMP 10.HD
2014-09-30	62	$98.3M	69	1BIDU 2AAPL 3UNP Top holdings2014-09-30 1.BIDU 2.AAPL 3.UNP 4.BIIB 5.CMI 6.GOOG 7.META 8.38259P 9.BXUSD 10.SMHC
2014-06-30	69	$115.1M	83	1AAPL 2BIDU 3UNP Top holdings2014-06-30 1.AAPL 2.BIDU 3.UNP 4.DOW 5.CMI 6.BXUSD 7.GOOG 8.38259P 9.BA 10.WFC
2014-03-31	65	$114.1M	71	1BXUSD 2GOOG 3AMZN Top holdings2014-03-31 1.BXUSD 2.GOOG 3.AMZN 4.UNP 5.DOW 6.BIIB 7.CMI 8.BA 9.AAPL 10.MCK
2013-12-31	68	$166.6M	52	198742U2AMZN 3BXUSD Top holdings2013-12-31 1.98742U 2.AMZN 3.BXUSD 4.BIIB 5.GOOG 6.UNP 7.74734M 8.BA 9.HIMX 10.BIDU
2013-09-30	72	$152.8M	96	198742U2UNP 3BIIB Top holdings2013-09-30 1.98742U 2.UNP 3.BIIB 4.BXUSD 5.AMZN 6.GOOG 7.FMX 8.74734M 9.BIDU 10.BA
2013-06-30	63	$184.3M	—	1UNP 2FMX 3GOOG Top holdings2013-06-30 1.UNP 2.FMX 3.GOOG 4.BIIB 5.HD 6.AMZN 7.BXUSD 8.AAPL 9.EBAY 10.VIAB

Holding changes this quarter

Position changes disclosed by Marvin & Palmer Associates INC for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	NVDA	Nvidia CORP	+4.3%	+0.05%	Add
2	RTX	Rtx CORP	+3%	-7.81%	Trim
3	XBI	Ss Spdr S&p Biotech ETF	+2.3%	+11.86%	Add
4	TJX	Tjx Companies INC	+1.9%	-0.12%	Trim
5	CAT	Caterpillar INC	+1.9%	-18.74%	Trim
6	TSM	Taiwan Semiconductor-sp Adr	+1.8%	-10.86%	Trim
7	PH	Parker Hannifin CORP	+1.8%	+0.03%	Add
8	CCJ	Cameco CORP	+1.8%	-14.33%	Trim
9	APH	Amphenol Corp-cl A	+1.5%	-0.11%	Trim
10	IBB	Ishares Biotechnology ETF	-0.6%	-48.31%	Trim
11	AAPL	Apple INC	-0.8%	-47.61%	Trim
12	NEM	Newmont CORP	-1.2%	-58.89%	Trim
13	GOOGL	Alphabet Inc-cl A	-2.1%	-57.94%	Trim
14	C	Citigroup INC	-2.4%	-60.35%	Trim
15	GS	Goldman Sachs Group INC	-2.4%	-60.48%	Trim
16	AVGO	Broadcom INC	—	EXIT	Sold out
17	MS	Morgan Stanley	—	EXIT	Sold out
18	XLV	Ss Health Care Select Sector	—	EXIT	Sold out
19	IJR	Ishares Core S&p Small-cap E	—	EXIT	Sold out
20	VLO	Valero Energy CORP	—	NEW	New buy
21	JPM	Jpmorgan Chase & Co	—	EXIT	Sold out
22	BAC	Bank Of America CORP	—	EXIT	Sold out
23	BKR	Baker Hughes Co	—	NEW	New buy
24	AME	Ametek INC	—	NEW	New buy
25	COR	Cencora INC	—	EXIT	Sold out
26	NEE	Nextera Energy INC	—	NEW	New buy
27	PWR	Quanta Services INC	—	NEW	New buy
28	AMZN	Amazon.com INC	—	EXIT	Sold out
29	DE	Deere & Co	—	NEW	New buy
30	TSLA	Tesla INC	—	EXIT	Sold out
31	ILF	Ishares Latin America 40 ETF	—	EXIT	Sold out
32	EWJ	Ishares Msci Japan ETF	—	EXIT	Sold out
33	ECH	Ishares Msci Chile ETF	—	EXIT	Sold out

Filing History

Period	Filed	Type	EDGAR
2026-03-31	2026-05-08	13F-HR	View on EDGAR
2025-12-31	2026-02-11	13F-HR	View on EDGAR
2025-09-30	2025-11-13	13F-HR	View on EDGAR
2025-06-30	2025-08-12	13F-HR	View on EDGAR
2025-03-31	2025-05-07	13F-HR	View on EDGAR
2024-12-31	2025-02-07	13F-HR	View on EDGAR
2024-09-30	2024-11-13	13F-HR	View on EDGAR
2024-06-30	2024-08-13	13F-HR	View on EDGAR
2024-03-31	2024-05-13	13F-HR	View on EDGAR
2023-12-31	2024-02-13	13F-HR	View on EDGAR
2023-09-30	2023-11-13	13F-HR	View on EDGAR
2023-06-30	2023-08-11	13F-HR	View on EDGAR
2023-03-31	2023-05-12	13F-HR	View on EDGAR
2022-12-31	2023-02-14	13F-HR	View on EDGAR
2022-09-30	2022-11-14	13F-HR	View on EDGAR
2022-06-30	2022-08-09	13F-HR	View on EDGAR
2022-03-31	2022-05-11	13F-HR	View on EDGAR
2021-12-31	2022-02-10	13F-HR	View on EDGAR
2021-09-30	2021-11-12	13F-HR	View on EDGAR
2021-06-30	2021-08-12	13F-HR	View on EDGAR
2021-03-31	2021-06-24	13F-HR	View on EDGAR
2020-12-31	2021-02-12	13F-HR	View on EDGAR
2020-09-30	2020-11-12	13F-HR	View on EDGAR
2020-06-30	2020-08-13	13F-HR	View on EDGAR
2020-03-31	2020-05-12	13F-HR	View on EDGAR
2019-12-31	2020-02-11	13F-HR	View on EDGAR
2019-09-30	2019-11-14	13F-HR	View on EDGAR
2019-06-30	2019-08-19	13F-HR	View on EDGAR
2019-03-31	2019-05-13	13F-HR	View on EDGAR
2018-12-31	2019-02-12	13F-HR	View on EDGAR
2018-09-30	2018-11-13	13F-HR	View on EDGAR
2018-06-30	2018-08-09	13F-HR	View on EDGAR
2018-03-31	2018-05-17	Amendment	View on EDGAR
2018-03-31	2018-05-14	13F-HR	View on EDGAR
2017-12-31	2018-02-13	13F-HR	View on EDGAR
2017-09-30	2017-11-09	13F-HR	View on EDGAR
2017-06-30	2017-08-09	13F-HR	View on EDGAR
2017-03-31	2017-05-11	13F-HR	View on EDGAR
2016-12-31	2017-02-10	13F-HR	View on EDGAR
2016-09-30	2016-11-16	13F-HR	View on EDGAR
2016-06-30	2016-08-10	13F-HR	View on EDGAR
2016-03-31	2016-05-11	13F-HR	View on EDGAR
2015-12-31	2016-02-16	Amendment	View on EDGAR
2015-12-31	2016-02-11	13F-HR	View on EDGAR
2015-09-30	2015-11-19	13F-HR	View on EDGAR
2015-06-30	2015-08-12	13F-HR	View on EDGAR
2015-03-31	2015-05-29	13F-HR	View on EDGAR
2014-12-31	2015-02-13	13F-HR	View on EDGAR
2014-09-30	2014-11-13	13F-HR	View on EDGAR
2014-06-30	2014-08-08	13F-HR	View on EDGAR
2014-03-31	2014-05-09	13F-HR	View on EDGAR
2013-12-31	2014-02-14	13F-HR	View on EDGAR
2013-09-30	2013-11-07	13F-HR	View on EDGAR
2013-06-30	2013-08-09	13F-HR	View on EDGAR