Marvin & Palmer Overview

Marvin & Palmer

MARVIN & PALMER ASSOCIATES INC

CIK: 0000860645

Last Update On: Nov 01, 2025

Marvin & Palmer Associates Inc is an investment management firm headquartered in Wilmington, DE, overseeing $246.6 million in assets.

$116.63 M

AUM

Holdings

491

TRADES

0.8 years

Avg. Holding Period

Top Investments

MARVIN & PALMER ASSOCIATES INC's Investment in the top 10 stocks and others.

ORCL

CSCO

NVDA

IBM

RTX

JPM

IBKR

SCHW

Others

Sector Breakdown

MARVIN & PALMER ASSOCIATES INC's Investment in the top 10 stocks and others.

Technology

41.45%

Financial Services

24.91%

Industrials

11.53%

Consumer Cyclical

8.66%

Healthcare

3.72%

Communication Services

3.3%

Consumer Defensive

3.22%

Real Estate

3.22%

Performance

Stocks

#	Ticker	Shares	Shares Value	% Portfolio	Change	QoQ Change	Quarter	Current Price	Report Date
01	ORCL Oracle Corporati...	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Q2 2025	$217.59	06/30/2025
02	CSCO Cisco Systems, I...	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Q2 2025	$77.97	06/30/2025
03	NVDA NVIDIA Corporati...	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Q2 2025	$182.41	06/30/2025
04	IBM International Bu...	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Q2 2025	$307.82	06/30/2025
05	RTX RTX Corporation	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Q2 2025	$171.00	06/30/2025
06	JPM JPMorgan Chase &...	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Q2 2025	$315.01	06/30/2025
07	GS The Goldman Sach...	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Q2 2025	$854.46	06/30/2025
08	IBKR Interactive Brok...	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Q2 2025	$64.50	06/30/2025
09	MS Morgan Stanley	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Q2 2025	$176.45	06/30/2025
10	SCHW The Charles Schw...	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Q2 2025	$93.80	06/30/2025
11	CRWD CrowdStrike Hold...	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Q2 2025	$512.03	06/30/2025
12	CAH Cardinal Health,...	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Q2 2025	$198.88	06/30/2025
13	EBAY eBay Inc.	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Q2 2025	$82.47	06/30/2025
14	APH Amphenol Corpora...	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Q2 2025	$139.37	06/30/2025
15	AVGO Broadcom Inc.	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Q2 2025	$390.24	06/30/2025
16	NFLX Netflix, Inc.	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Q2 2025	$100.24	06/30/2025
17	COST Costco Wholesale...	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Q2 2025	$894.68	06/30/2025
18	WELL Welltower Inc.	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Q2 2025	$204.30	06/30/2025
19	SAP Sap Se	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Q2 2025	$247.13	06/30/2025
20	ORLY O'Reilly Automot...	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Q2 2025	$98.89	06/30/2025

Showing 1 to 20 of 23 results

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Frequently Asked Questions

Marvin & Palmer Associates Inc is an investment management firm headquartered in Wilmington, DE, overseeing $246.6 million in assets.

Explore Marvin & Palmer largest investments on Stocks.News, including companies like Applied Materials, Inc. , Fortinet, Inc. , Apple Inc. , and their significance in his portfolio.

Marvin & Palmer portfolio updates are typically published quarterly through SEC 13F filings, which provide detailed information about their holdings, including recent buys and sells.

Marvin & Palmer currently invests in companies such as The Goldman Sachs Group, Inc.

The largest holding in Marvin & Palmer portfolio is Applied Materials, Inc..

As of Jun 30, 2025, Marvin & Palmer portfolio is valued at approximately $116.63 M, based on the latest filings available on Stocks.News.

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Marvin & Palmer

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