Marvin & Palmer Associates Inc

Investment Portfolio & 13F Holdings Analysis

About

CIK: 0000860645

Type: FundHoldings: 23Value: $67.0MLatest: 2025Q1

MARVIN & PALMER ASSOCIATES INC is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 23 holdings worth $0.1 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  "EBAY",
  "ISRG",
  "META",
  "MS",
  "TMUS",
  "ORLY",
  "AMP",
  "AAPL",
  "NVDA",
  "GS",
  "RTX",
  "IBM",
  "SCHW",
  "AJG",
  "CAH",
  "AMZN",
  "V",
  "CSCO",
  "COST",
  "PH",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-07
Total Holdings: 23
Total Value: 66958374
Accession Number: 0000898432-25-000317
Form Type: 13F-HR
CIK: marvin--palmer-associates
Manager Name: Marvin--Palmer-Associates

Data Enrichment

91% identified

21 identified2 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

23 positions • $67.0M total value

23 positions • $67.0M total value

SEC FilingSEC DataHachi Filing

Manager:

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O REILLY AUTOMOTIVE INC

Shares:2.4K

Value:$3.4M

% of Portfolio:5.1% ($3.4M/$67.0M)

CARDINAL HEALTH INC

Shares:23.6K

Value:$3.2M

% of Portfolio:4.8% ($3.2M/$67.0M)

CISCO SYSTEMS, INC.

Shares:52.2K

Value:$3.2M

% of Portfolio:4.8% ($3.2M/$67.0M)

Parker-Hannifin Corp

Shares:5.3K

Value:$3.2M

% of Portfolio:4.8% ($3.2M/$67.0M)

T-Mobile US, Inc.

Shares:12.1K

Value:$3.2M

% of Portfolio:4.8% ($3.2M/$67.0M)

COSTCO WHOLESALE CORP /NEW

Shares:3.4K

Value:$3.2M

% of Portfolio:4.8% ($3.2M/$67.0M)

SCHWAB CHARLES CORP

Shares:40.7K

Value:$3.2M

% of Portfolio:4.8% ($3.2M/$67.0M)

VISA INC.

Shares:9.0K

Value:$3.1M

% of Portfolio:4.7% ($3.1M/$67.0M)

JPMORGAN CHASE & CO

Shares:12.8K

Value:$3.1M

% of Portfolio:4.7% ($3.1M/$67.0M)

Arthur J. Gallagher & Co.

Shares:9.1K

Value:$3.1M

% of Portfolio:4.7% ($3.1M/$67.0M)

AMERIPRISE FINANCIAL INC

Shares:6.4K

Value:$3.1M

% of Portfolio:4.6% ($3.1M/$67.0M)

GOLDMAN SACHS GROUP INC

Shares:5.6K

Value:$3.1M

% of Portfolio:4.6% ($3.1M/$67.0M)

RTX Corp

Shares:22.5K

Value:$3.0M

% of Portfolio:4.5% ($3.0M/$67.0M)

EBAY INC

Shares:43.7K

Value:$3.0M

% of Portfolio:4.4% ($3.0M/$67.0M)

Meta Platforms, Inc.

Shares:5.0K

Value:$2.9M

% of Portfolio:4.3% ($2.9M/$67.0M)

INTERNATIONAL BUSINESS MACHINES CORP

Shares:11.6K

Value:$2.9M

% of Portfolio:4.3% ($2.9M/$67.0M)

Apple Inc.

Shares:12.8K

Value:$2.8M

% of Portfolio:4.2% ($2.8M/$67.0M)

AMAZON COM INC

Shares:14.8K

Value:$2.8M

% of Portfolio:4.2% ($2.8M/$67.0M)

MORGAN STANLEY

Shares:24.1K

Value:$2.8M

% of Portfolio:4.2% ($2.8M/$67.0M)

INTUITIVE SURGICAL INC

Shares:5.6K

Value:$2.8M

% of Portfolio:4.2% ($2.8M/$67.0M)

Instrument	Shares		Other Manager	Value	% of Portfolio
O REILLY AUTOMOTIVE INC(ORLYcusip67103H107)	2.4K	QoQ NEW(+2.4K) YoY NEW(+2.4K)	All Managers (Combined)	$3.4M	5.1% ($3.4M/$67.0M)	QoQ NEW(+$3.4M) YoY NEW(+$3.4M)
CARDINAL HEALTH INC(CAHcusip14149Y108)	23.6K	QoQ NEW(+23.6K) YoY NEW(+23.6K)	All Managers (Combined)	$3.2M	4.8% ($3.2M/$67.0M)	QoQ NEW(+$3.2M) YoY NEW(+$3.2M)
CISCO SYSTEMS, INC.(CSCOcusip17275R102)	52.2K	QoQ NEW(+52.2K) YoY NEW(+52.2K)	All Managers (Combined)	$3.2M	4.8% ($3.2M/$67.0M)	QoQ NEW(+$3.2M) YoY NEW(+$3.2M)
Parker-Hannifin Corp(PHcusip701094104)	5.3K	QoQ -48.84% (-5.1K) YoY -41.90% (-3.8K)	All Managers (Combined)	$3.2M	4.8% ($3.2M/$67.0M)	QoQ -51.11% (-$3.4M) YoY -36.45% (-$1.8M)
T-Mobile US, Inc.(TMUScusip872590104)	12.1K	QoQ -46.30% (-10.4K) YoY NEW(+12.1K)	All Managers (Combined)	$3.2M	4.8% ($3.2M/$67.0M)	QoQ -35.11% (-$1.7M) YoY NEW(+$3.2M)
COSTCO WHOLESALE CORP /NEW(COSTcusip22160K105)	3.4K	QoQ -7.40% (-270) YoY -17.38% (-710)	All Managers (Combined)	$3.2M	4.8% ($3.2M/$67.0M)	QoQ -4.42% (-$147.8K) YoY +6.65% (-$199.2K)
SCHWAB CHARLES CORP(SCHWcusip808513105)	40.7K	QoQ NEW(+40.7K) YoY NEW(+40.7K)	All Managers (Combined)	$3.2M	4.8% ($3.2M/$67.0M)	QoQ NEW(+$3.2M) YoY NEW(+$3.2M)
VISA INC.(Vcusip92826C839)	9.0K	QoQ NEW(+9.0K) YoY -15.95% (-1.7K)	All Managers (Combined)	$3.1M	4.7% ($3.1M/$67.0M)	QoQ NEW(+$3.1M) YoY +5.54% (-$165.0K)
JPMORGAN CHASE & CO(JPMcusip46625H100)	12.8K	QoQ 0.00% (+0) YoY NEW(+12.8K)	All Managers (Combined)	$3.1M	4.7% ($3.1M/$67.0M)	QoQ +2.33% (+$71.5K) YoY NEW(+$3.1M)
Arthur J. Gallagher & Co.(AJGcusip363576109)	9.1K	QoQ NEW(+9.1K) YoY NEW(+9.1K)	All Managers (Combined)	$3.1M	4.7% ($3.1M/$67.0M)	QoQ NEW(+$3.1M) YoY NEW(+$3.1M)
AMERIPRISE FINANCIAL INC(AMPcusip03076C106)	6.4K	QoQ -53.56% (-7.4K) YoY -36.38% (-3.7K)	All Managers (Combined)	$3.1M	4.6% ($3.1M/$67.0M)	QoQ -57.78% (-$4.2M) YoY -29.76% (-$1.3M)
GOLDMAN SACHS GROUP INC(GScusip38141G104)	5.6K	QoQ -57.45% (-7.6K) YoY NEW(+5.6K)	All Managers (Combined)	$3.1M	4.6% ($3.1M/$67.0M)	QoQ -59.41% (-$4.5M) YoY NEW(+$3.1M)
RTX Corp(RTXcusip75513E101)	22.5K	QoQ NEW(+22.5K) YoY NEW(+22.5K)	All Managers (Combined)	$3.0M	4.5% ($3.0M/$67.0M)	QoQ NEW(+$3.0M) YoY NEW(+$3.0M)
EBAY INC(EBAYcusip278642103)	43.7K	QoQ NEW(+43.7K) YoY NEW(+43.7K)	All Managers (Combined)	$3.0M	4.4% ($3.0M/$67.0M)	QoQ NEW(+$3.0M) YoY NEW(+$3.0M)
Meta Platforms, Inc.(METAcusip30303M102)	5.0K	QoQ -7.35% (-400) YoY -10.81% (-611)	All Managers (Combined)	$2.9M	4.3% ($2.9M/$67.0M)	QoQ -8.80% (-$280.3K) YoY +5.85% (-$160.8K)
INTERNATIONAL BUSINESS MACHINES CORP(IBMcusip459200101)	11.6K	QoQ NEW(+11.6K) YoY NEW(+11.6K)	All Managers (Combined)	$2.9M	4.3% ($2.9M/$67.0M)	QoQ NEW(+$2.9M) YoY NEW(+$2.9M)
Apple Inc.(AAPLcusip037833100)	12.8K	QoQ -47.11% (-11.4K) YoY NEW(+12.8K)	All Managers (Combined)	$2.8M	4.2% ($2.8M/$67.0M)	QoQ -53.09% (-$3.2M) YoY NEW(+$2.8M)
AMAZON COM INC(AMZNcusip023135106)	14.8K	QoQ -60.80% (-23.0K) YoY -14.82% (-2.6K)	All Managers (Combined)	$2.8M	4.2% ($2.8M/$67.0M)	QoQ -66.01% (-$5.5M) YoY -10.15% (-$319.1K)
MORGAN STANLEY(MScusip617446448)	24.1K	QoQ -55.68% (-30.3K) YoY NEW(+24.1K)	All Managers (Combined)	$2.8M	4.2% ($2.8M/$67.0M)	QoQ -58.87% (-$4.0M) YoY NEW(+$2.8M)
INTUITIVE SURGICAL INC(ISRGcusip46120E602)	5.6K	QoQ -51.84% (-6.1K) YoY NEW(+5.6K)	All Managers (Combined)	$2.8M	4.2% ($2.8M/$67.0M)	QoQ -54.30% (-$3.3M) YoY NEW(+$2.8M)