13F HOLDINGS REPORT
MARVIN & PALMER ASSOCIATES INC
Quarter ended Q1 2025 · Filed May 7, 2025 · Accession 0000898432-25-000317
Total Value
$67.0M
Positions
23
Other Managers
0
Confidential Omitted
Yes
Holdings (23)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | O'REILLY AUTOMOTIVE INC | 67103H107 | 2,369 | $3.4M | 5.07% |
| 2 | CARDINAL HEALTH INC | CAH | 23,558 | $3.2M | 4.85% |
| 3 | CISCO SYSTEMS INC | CSCO | 52,223 | $3.2M | 4.81% |
| 4 | PARKER-HANNIFIN CORP | PH | 5,298 | $3.2M | 4.81% |
| 5 | T-MOBILE US INC | TMUSZ | 12,061 | $3.2M | 4.80% |
| 6 | COSTCO WHOLESALE CORP | 22160K105 | 3,375 | $3.2M | 4.77% |
| 7 | CHARLES SCHWAB CORP/THE | SCHW-PJ | 40,726 | $3.2M | 4.76% |
| 8 | VISA INC | V | 8,966 | $3.1M | 4.69% |
| 9 | JPMORGAN CHASE & CO | VYLD | 12,799 | $3.1M | 4.69% |
| 10 | ARTHUR J GALLAGHER & CO | 363576109 | 9,066 | $3.1M | 4.67% |
| 11 | AMERIPRISE FINANCIAL INC | 03076C106 | 6,384 | $3.1M | 4.62% |
| 12 | GOLDMAN SACHS GROUP INC/THE | GSCE | 5,612 | $3.1M | 4.58% |
| 13 | RTX CORP | RTX | 22,532 | $3.0M | 4.46% |
| 14 | EBAY INC | EBAY | 43,675 | $3.0M | 4.42% |
| 15 | META PLATFORMS INC | META | 5,039 | $2.9M | 4.34% |
| 16 | INTERNATIONAL BUSINESS MACHINE | INTR | 11,592 | $2.9M | 4.30% |
| 17 | APPLE INC | AAPL | 12,794 | $2.8M | 4.24% |
| 18 | AMAZON.COM INC | AMZN | 14,838 | $2.8M | 4.22% |
| 19 | MORGAN STANLEY | MS-PQ | 24,097 | $2.8M | 4.20% |
| 20 | INTUITIVE SURGICAL INC | ISRG | 5,644 | $2.8M | 4.17% |
| 21 | NVIDIA CORP | NVDA | 21,070 | $2.3M | 3.41% |
| 22 | ISHARES MSCI POLAND ETF | 46429B606 | 72,480 | $2.0M | 3.03% |
| 23 | ISHARES MSCI UAE ETF | 46434V761 | 82,270 | $1.4M | 2.09% |