MARVIN & PALMER ASSOCIATES INC — 13F Holdings & Portfolio
CIK 860645 · latest 13F-HR filed 2026-05-08
MARVIN & PALMER ASSOCIATES INC manages $83.5M in 13F-reported U.S. long-equity assets across 21 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are NVDA (11.68%), RTX (7.66%), VLO (4.79%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 6 new positions, exited 12, added to 1, and trimmed 8.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
$83.5M
Long-equity book
21
Distinct positions
2026-03-31
Filed 2026-05-08
+6 / −12 / ↑1 / ↓8
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Trims
- CITIGROUP INC-$6.0M -61.5%
- GOLDMAN SACHS GROUP INC/THE-$5.9M -62.0%
- ALPHABET INC-$5.3M -61.4%
- NEWMONT CORP-$3.8M -55.4%
- ISHARES BIOTECHNOLOGY ETF-$3.4M -48.3%
New Positions
- VALERO ENERGY CORP$4.0M
- BAKER HUGHES CO$3.8M
- AMETEK INC$3.6M
- NEXTERA ENERGY INC$3.4M
- QUANTA SERVICES INC$3.2M
Exited Positions
- BROADCOM INC$9.1M
- MORGAN STANLEY$9.0M
- HEALTH CARE SELECT SECTOR SPDR$6.8M
- ISHARES CORE S&P SMALL-CAP ETF$4.3M
- JPMORGAN CHASE & CO$3.9M
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | NVIDIA CORP | NVDA | 67066G104 | $9.8M | 11.68% | 55,957 | SH |
| 2 | RTX CORP | RTX | 75513E101 | $6.4M | 7.66% | 33,179 | SH |
| 3 | VALERO ENERGY CORP | VLO | 91913Y100 | $4.0M | 4.79% | 16,210 | SH |
| 4 | SPDR S&P BIOTECH ETF | XBI | 78464A870 | $3.8M | 4.61% | 30,136 | SH |
| 5 | TAIWAN SEMICONDUCTOR MANUFACTURING SPON | TSM | 874039100 | $3.8M | 4.55% | 11,236 | SH |
| 6 | CITIGROUP INC | C | 172967424 | $3.8M | 4.52% | 33,290 | SH |
| 7 | BAKER HUGHES CO | BKR | 05722G100 | $3.8M | 4.50% | 61,525 | SH |
| 8 | CATERPILLAR INC | CAT | 149123101 | $3.7M | 4.47% | 5,270 | SH |
| 9 | TJX COS INC/THE | TJX | 872540109 | $3.7M | 4.46% | 23,311 | SH |
| 10 | ISHARES BIOTECHNOLOGY ETF | IBB | 464287556 | $3.7M | 4.41% | 21,824 | SH |
| 11 | GOLDMAN SACHS GROUP INC/THE | GS | 38141G104 | $3.6M | 4.35% | 4,295 | SH |
| 12 | AMETEK INC | AME | 031100100 | $3.6M | 4.34% | 16,917 | SH |
| 13 | PARKER-HANNIFIN CORP | PH | 701094104 | $3.5M | 4.22% | 3,939 | SH |
| 14 | CAMECO CORP | CCJ | 13321L108 | $3.5M | 4.20% | 32,274 | SH |
| 15 | AMPHENOL CORP | APH | 032095101 | $3.4M | 4.09% | 27,070 | SH |
| 16 | NEXTERA ENERGY INC | NEE | 65339F101 | $3.4M | 4.08% | 36,655 | SH |
| 17 | ALPHABET INC | GOOGL | 02079K305 | $3.3M | 3.99% | 11,579 | SH |
| 18 | QUANTA SERVICES INC | PWR | 74762E102 | $3.2M | 3.89% | 5,917 | SH |
| 19 | APPLE INC | AAPL | 037833100 | $3.2M | 3.83% | 12,599 | SH |
| 20 | DEERE & CO | DE | 244199105 | $3.1M | 3.73% | 5,536 | SH |
| 21 | NEWMONT CORP | NEM | 651639106 | $3.0M | 3.64% | 28,090 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-08 | $83.5M | 21 | 0002080880-26-000009 |
| 2025-12-31 | 2026-02-11 | $141.6M | 27 | 0002080880-26-000006 |