Marvin & Palmer Associates INC: 13F holdings, Q2 2026
Hedge fund · SEC EDGAR filings (CIK 860645) · Explore on the interactive board
Marvin & Palmer Associates INC disclosed 28 US equity positions worth $159.0m in its Q2 2026 13F filing (holdings as of June 30, 2026, filed August 7, 2026). Its largest position is SOXX at 7.6% of the reported book, followed by NVDA, C. The top ten holdings are 60.4% of the book, and the portfolio behaves like about 21 equal-weight positions. Versus the prior filing it opened 16 new positions, added to 6, reduced 5 and exited 9. Note: this manager's most recent filing is 3934 quarters behind the newest quarter on file, so these figures are history rather than current positioning.
What does Marvin & Palmer Associates INC own? Top holdings as of June 30, 2026
Change is measured in shares against the previous filing (Q1 2026), so price moves do not read as decisions. This quarter: 16 new, 6 added, 5 reduced, 9 exited.
| # | Stock | Sector | Weight | Value | Shares | Δ shares | Action |
|---|---|---|---|---|---|---|---|
| 1 | SOXX ISHARES TR | 7.6% | $12.0m | 18,797 | – | new | |
| 2 | NVDA NVIDIA CORPORATION | Technology | 7.0% | $11.1m | 55,647 | -1% | reduced |
| 3 | C CITIGROUP INC | Financial Services | 6.9% | $11.0m | 78,786 | 137% | added |
| 4 | GS GOLDMAN SACHS GROUP INC | Financial Services | 6.8% | $10.8m | 10,655 | 148% | added |
| 5 | MS MORGAN STANLEY | Financial Services | 6.3% | $10.0m | 47,734 | – | new |
| 6 | CAT CATERPILLAR INC | Industrials | 6.3% | $10.0m | 9,362 | 78% | added |
| 7 | CSCO CISCO SYS INC | Technology | 5.5% | $8.7m | 74,113 | – | new |
| 8 | XBI SPDR SERIES TRUST | 5.4% | $8.6m | 54,286 | 80% | added | |
| 9 | IBKR INTERACTIVE BROKERS GROUP IN | Financial Services | 5.0% | $7.9m | 90,809 | – | new |
| 10 | PWR QUANTA SVCS INC | Industrials | 3.7% | $5.9m | 8,182 | 38% | added |
| 11 | DE DEERE & CO | Industrials | 3.7% | $5.9m | 9,279 | 68% | added |
| 12 | KLAC KLA CORP | Technology | 3.3% | $5.3m | 17,430 | – | new |
| 13 | TSM TAIWAN SEMICONDUCTOR MANUFAC | Technology | 3.2% | $5.1m | 10,636 | -5% | reduced |
| 14 | EWT ISHARES INC | 3.0% | $4.7m | 43,390 | – | new | |
| 15 | EWJ ISHARES INC | 2.8% | $4.4m | 47,202 | – | new | |
| 16 | MU MICRON TECHNOLOGY INC | Technology | 2.6% | $4.2m | 3,613 | – | new |
| 17 | AME AMETEK INC | Industrials | 2.5% | $4.0m | 16,669 | -1% | reduced |
| 18 | EBAY EBAY INC. | Consumer Cyclical | 2.5% | $4.0m | 35,697 | – | new |
| 19 | SNDK SANDISK CORP | Technology | 2.4% | $3.8m | 1,668 | – | new |
| 20 | LLY ELI LILLY & CO | Healthcare | 2.3% | $3.7m | 3,065 | – | new |
| 21 | AAPL APPLE INC | Technology | 2.3% | $3.6m | 12,408 | -2% | reduced |
| 22 | EWY ISHARES INC | 2.1% | $3.3m | 16,480 | – | new | |
| 23 | ADI ANALOG DEVICES INC | Technology | 2.1% | $3.3m | 8,223 | – | new |
| 24 | RTX RTX CORPORATION | Industrials | 1.7% | $2.7m | 14,130 | -57% | reduced |
| 25 | NEM NEWMONT CORP | Basic Materials | 1.7% | $2.6m | 28,090 | 0% | held |
| 26 | IWM ISHARES TR | 1.3% | $2.1m | 6,950 | – | new | |
| 27 | EPOL ISHARES TR | 0.1% | $183.4k | 4,750 | – | new | |
| 28 | ISHARES INC | 0.1% | $181.1k | 1,500 | – | new |
What did Marvin & Palmer Associates INC sell? Positions exited since the previous filing
| Stock | Prior weight | Prior value |
|---|---|---|
| VLO VALERO ENERGY CORP | 12.4% | $4.0m |
| BKR BAKER HUGHES CO | 11.6% | $3.8m |
| TJX TJX COS INC/THE | 11.5% | $3.7m |
| IBB ISHARES BIOTECHNOLOGY ETF | 11.4% | $3.7m |
| PH PARKER-HANNIFIN CORP | 10.9% | $3.5m |
| CCJ CAMECO CORP | 10.8% | $3.5m |
| APH AMPHENOL CORP | 10.6% | $3.4m |
| NEE NEXTERA ENERGY INC | 10.5% | $3.4m |
| GOOGL ALPHABET INC | 10.3% | $3.3m |
Sector mix
| Sector | Weight |
|---|---|
| Technology | 28.3% |
| Financial Services | 25.0% |
| Industrials | 17.9% |
| Consumer Cyclical | 2.5% |
| Healthcare | 2.3% |
| Basic Materials | 1.7% |
Sectors cover positions whose ticker resolved to a sector; the remainder is unclassified, not cash.
Filing history
How concentrated is Marvin & Palmer Associates INC's portfolio?
Across every quarter Marvin & Palmer Associates INC has filed, its median largest position is 9.6% of the book and its median top-ten weight is 58.0%, which WhaleCreep classifies as concentrated (the gate is a median largest position of 5%). Of 9.0 completed holding spells, the median lasted 1.0 quarters; 28.0 positions are still open and their final length is unknown.