Marvin & Palmer Associates Inc has filed its 13F form on May 07, 2025 for Q1 2025 where it was disclosed a total value porftolio of $66.9 Million distributed in 23 stocks.

Among their holdings, we can observe that their the top five positions include companies like: O Reilly Automotive Inc with a value of $3.39M, Cardinal Health Inc with a value of $3.25M, Parker Hannifin Corp with a value of $3.22M, Cisco Systems, Inc. with a value of $3.22M, and T Mobile Us, Inc. with a value of $3.22M.

Examining the 13F form we can see an decrease of $64M in the current position value, from $131M to 66.9M.

Marvin & Palmer Associates Inc is based out at Wilmington, DE

Below you can find more details about Marvin & Palmer Associates Inc portfolio as well as his latest detailed transactions.

Portfolio value $66.9 Million
Financial Services: $21.6 Million
Technology: $11.2 Million
Consumer Cyclical: $9.17 Million
Industrials: $6.2 Million
Communication Services: $6.12 Million
Healthcare: $6.04 Million
ETFs: $3.43 Million
Consumer Defensive: $3.19 Million
Other: $0

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 23
  • Current Value $66.9 Million
  • Prior Value $131 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 07, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 11 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 11 stocks
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