M&

Marvin & Palmer Associates INC

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%.

Personality snowflake

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

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

#TickerIssuerAsset SubclassWeightWeight ChangeShares Change4Q Trend
1NVDANvidia CORPStock-Tech11.68%+4.31%+0.05%
2RTXRtx CORPStock-Industrials7.66%+3.00%-7.81%
3VLOValero Energy CORPStock-Energy4.79%+4.79%NEW
4XBISs Spdr S&p Biotech ETFETF-Tech4.61%+2.29%+11.86%
5TSMTaiwan Semiconductor-sp AdrStock-Tech4.55%+1.84%-10.86%
6CCitigroup INCStock-Financials4.52%-2.40%-60.35%
7BKRBaker Hughes CoStock-Energy4.50%+4.50%NEW
8CATCaterpillar INCStock-Industrials4.47%+1.85%-18.74%
9TJXTjx Companies INCStock-Consumer Disc4.46%+1.93%-0.12%
10IBBIshares Biotechnology ETFETF-Tech4.41%-0.62%-48.31%
11GSGoldman Sachs Group INCStock-Financials4.35%-2.40%-60.48%
12AMEAmetek INCStock-Industrials4.34%+4.34%NEW
13PHParker Hannifin CORPStock-Industrials4.22%+1.78%+0.03%
14CCJCameco CORPStock-Energy4.20%+1.77%-14.33%
15APHAmphenol Corp-cl AStock-Tech4.09%+1.50%-0.11%
16NEENextera Energy INCStock-Utilities4.08%+4.08%NEW
17GOOGLAlphabet Inc-cl AStock-Comm Services3.99%-2.10%-57.94%
18PWRQuanta Services INCStock-Industrials3.89%+3.89%NEW
19AAPLApple INCStock-Tech3.83%-0.79%-47.61%
20DEDeere & CoStock-Industrials3.73%+3.73%NEW
21NEMNewmont CORPStock-Materials3.64%-1.18%-58.89%

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
#TickerIssuerWeight ChangeShares ChangeAction
1NVDANvidia CORP+4.3%+0.05%Add
2RTXRtx CORP+3%-7.81%Trim
3XBISs Spdr S&p Biotech ETF+2.3%+11.86%Add
4TJXTjx Companies INC+1.9%-0.12%Trim
5CATCaterpillar INC+1.9%-18.74%Trim
6TSMTaiwan Semiconductor-sp Adr+1.8%-10.86%Trim
7PHParker Hannifin CORP+1.8%+0.03%Add
8CCJCameco CORP+1.8%-14.33%Trim
9APHAmphenol Corp-cl A+1.5%-0.11%Trim
10IBBIshares Biotechnology ETF-0.6%-48.31%Trim
11AAPLApple INC-0.8%-47.61%Trim
12NEMNewmont CORP-1.2%-58.89%Trim
13GOOGLAlphabet Inc-cl A-2.1%-57.94%Trim
14CCitigroup INC-2.4%-60.35%Trim
15GSGoldman Sachs Group INC-2.4%-60.48%Trim
16AVGOBroadcom INC—EXITSold out
17MSMorgan Stanley—EXITSold out
18XLVSs Health Care Select Sector—EXITSold out
19IJRIshares Core S&p Small-cap E—EXITSold out
20VLOValero Energy CORP—NEWNew buy
21JPMJpmorgan Chase & Co—EXITSold out
22BACBank Of America CORP—EXITSold out
23BKRBaker Hughes Co—NEWNew buy
24AMEAmetek INC—NEWNew buy
25CORCencora INC—EXITSold out
26NEENextera Energy INC—NEWNew buy
27PWRQuanta Services INC—NEWNew buy
28AMZNAmazon.com INC—EXITSold out
29DEDeere & Co—NEWNew buy
30TSLATesla INC—EXITSold out
31ILFIshares Latin America 40 ETF—EXITSold out
32EWJIshares Msci Japan ETF—EXITSold out
33ECHIshares Msci Chile ETF—EXITSold out

FAQ

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