Filed: 5/7/2025ACC: 0000898432-25-000317
📋 What this filing means
MARVIN & PALMER ASSOCIATES INC filed this quarterly 13F‑HR report disclosing 23 equity positions with a total reported market value of $66.96M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
23
Positions
$66.96M
Total AUM (reported)
498.47K
Total Shares
Allocation by class
COM$57.93M86.5%
ETF$3.43M5.1%
CL A$2.81M4.2%
COM NEW$2.80M4.2%
Portfolio Concentration
Top 3$9.86M14.7%
4–10$22.23M33.2%
11–25$34.87M52.1%
Top 3 weight
14.7%
Top 10 weight
47.9%
Voting Authority Distribution
Total shares with voting rights: 498.47K
Sole
Full voting authority
498.47K
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole23
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings23
Rows:
O'REILLY AUTOMOTIVE INC
SOLEShares2.37K
TypeSH
Market value$3.39M
5.07%
Sole
2.37K
Shared
0.00
None
0.00
CARDINAL HEALTH INC
SOLEShares23.56K
TypeSH
Market value$3.25M
4.85%
Sole
23.56K
Shared
0.00
None
0.00
CISCO SYSTEMS INC
SOLEShares52.22K
TypeSH
Market value$3.22M
4.81%
Sole
52.22K
Shared
0.00
None
0.00
PARKER-HANNIFIN CORP
SOLEShares5.30K
TypeSH
Market value$3.22M
4.81%
Sole
5.30K
Shared
0.00
None
0.00
T-MOBILE US INC
SOLEShares12.06K
TypeSH
Market value$3.22M
4.80%
Sole
12.06K
Shared
0.00
None
0.00
COSTCO WHOLESALE CORP
SOLEShares3.38K
TypeSH
Market value$3.19M
4.77%
Sole
3.38K
Shared
0.00
None
0.00
CHARLES SCHWAB CORP/THE
SOLEShares40.73K
TypeSH
Market value$3.19M
4.76%
Sole
40.73K
Shared
0.00
None
0.00
VISA INC
SOLEShares8.97K
TypeSH
Market value$3.14M
4.69%
Sole
8.97K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO
SOLEShares12.80K
TypeSH
Market value$3.14M
4.69%
Sole
12.80K
Shared
0.00
None
0.00
ARTHUR J GALLAGHER & CO
SOLEShares9.07K
TypeSH
Market value$3.13M
4.67%
Sole
9.07K
Shared
0.00
None
0.00
AMERIPRISE FINANCIAL INC
SOLEShares6.38K
TypeSH
Market value$3.09M
4.62%
Sole
6.38K
Shared
0.00
None
0.00
GOLDMAN SACHS GROUP INC/THE
SOLEShares5.61K
TypeSH
Market value$3.07M
4.58%
Sole
5.61K
Shared
0.00
None
0.00
RTX CORP
SOLEShares22.53K
TypeSH
Market value$2.98M
4.46%
Sole
22.53K
Shared
0.00
None
0.00
EBAY INC
SOLEShares43.67K
TypeSH
Market value$2.96M
4.42%
Sole
43.67K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares5.04K
TypeSH
Market value$2.90M
4.34%
Sole
5.04K
Shared
0.00
None
0.00
INTERNATIONAL BUSINESS MACHINE
SOLEShares11.59K
TypeSH
Market value$2.88M
4.30%
Sole
11.59K
Shared
0.00
None
0.00
APPLE INC
SOLEShares12.79K
TypeSH
Market value$2.84M
4.24%
Sole
12.79K
Shared
0.00
None
0.00
AMAZON.COM INC
SOLEShares14.84K
TypeSH
Market value$2.82M
4.22%
Sole
14.84K
Shared
0.00
None
0.00
MORGAN STANLEY
SOLEShares24.10K
TypeSH
Market value$2.81M
4.20%
Sole
24.10K
Shared
0.00
None
0.00
INTUITIVE SURGICAL INC
SOLEShares5.64K
TypeSH
Market value$2.80M
4.17%
Sole
5.64K
Shared
0.00
None
0.00
NVIDIA CORP
SOLEShares21.07K
TypeSH
Market value$2.28M
3.41%
Sole
21.07K
Shared
0.00
None
0.00
ISHARES MSCI POLAND ETF
SOLEShares72.48K
TypeSH
Market value$2.03M
3.03%
Sole
72.48K
Shared
0.00
None
0.00
ISHARES MSCI UAE ETF
SOLEShares82.27K
TypeSH
Market value$1.40M
2.09%
Sole
82.27K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
O'REILLY AUTOMOTIVE INCSOLE | COM | 2.37K | SH | $3.39M 5.07% | 2.37K | 0.00 | 0.00 |
CARDINAL HEALTH INCSOLE | COM | 23.56K | SH | $3.25M 4.85% | 23.56K | 0.00 | 0.00 |
CISCO SYSTEMS INCSOLE | COM | 52.22K | SH | $3.22M 4.81% | 52.22K | 0.00 | 0.00 |
PARKER-HANNIFIN CORPSOLE | COM | 5.30K | SH | $3.22M 4.81% | 5.30K | 0.00 | 0.00 |
T-MOBILE US INCSOLE | COM | 12.06K | SH | $3.22M 4.80% | 12.06K | 0.00 | 0.00 |
COSTCO WHOLESALE CORPSOLE | COM | 3.38K | SH | $3.19M 4.77% | 3.38K | 0.00 | 0.00 |
CHARLES SCHWAB CORP/THESOLE | COM | 40.73K | SH | $3.19M 4.76% | 40.73K | 0.00 | 0.00 |
VISA INCSOLE | COM | 8.97K | SH | $3.14M 4.69% | 8.97K | 0.00 | 0.00 |
JPMORGAN CHASE & COSOLE | COM | 12.80K | SH | $3.14M 4.69% | 12.80K | 0.00 | 0.00 |
ARTHUR J GALLAGHER & COSOLE | COM | 9.07K | SH | $3.13M 4.67% | 9.07K | 0.00 | 0.00 |
AMERIPRISE FINANCIAL INCSOLE | COM | 6.38K | SH | $3.09M 4.62% | 6.38K | 0.00 | 0.00 |
GOLDMAN SACHS GROUP INC/THESOLE | COM | 5.61K | SH | $3.07M 4.58% | 5.61K | 0.00 | 0.00 |
RTX CORPSOLE | COM | 22.53K | SH | $2.98M 4.46% | 22.53K | 0.00 | 0.00 |
EBAY INCSOLE | COM | 43.67K | SH | $2.96M 4.42% | 43.67K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | COM | 5.04K | SH | $2.90M 4.34% | 5.04K | 0.00 | 0.00 |
INTERNATIONAL BUSINESS MACHINESOLE | COM | 11.59K | SH | $2.88M 4.30% | 11.59K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 12.79K | SH | $2.84M 4.24% | 12.79K | 0.00 | 0.00 |
AMAZON.COM INCSOLE | COM | 14.84K | SH | $2.82M 4.22% | 14.84K | 0.00 | 0.00 |
MORGAN STANLEYSOLE | CL A | 24.10K | SH | $2.81M 4.20% | 24.10K | 0.00 | 0.00 |
INTUITIVE SURGICAL INCSOLE | COM NEW | 5.64K | SH | $2.80M 4.17% | 5.64K | 0.00 | 0.00 |
NVIDIA CORPSOLE | COM | 21.07K | SH | $2.28M 3.41% | 21.07K | 0.00 | 0.00 |
ISHARES MSCI POLAND ETFSOLE | ETF | 72.48K | SH | $2.03M 3.03% | 72.48K | 0.00 | 0.00 |
ISHARES MSCI UAE ETFSOLE | ETF | 82.27K | SH | $1.40M 2.09% | 82.27K | 0.00 | 0.00 |