MARVIN & PALMER ASSOCIATES INC

Registered adviser

CIK

860645

Location

WILMINGTON, DE

Portfolio Value

Small $158,962,489

Diversification

Diversified

Filing Date

Global Rank

#7,245 / 8,827 ▲ 1120

Top Industry

Capital Markets 23.2%

Period ended 4 months ago

Filed Aug 7, 2026 · 3mo

26 quarters · since Mar 2020

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Nov 1, 2026

Form ADV adviser

CRD 105399

Roster of Nov 1, 2026

Regulatory AUM

$195,696,579

Main clients

Pooled investment vehicles (64% of AUM)

Private funds

2 funds · Mixed

Focus by fund count, roster of Nov 1, 2026

$125,214,224 gross assets

Private funds on Schedule D 7.B.(1)

As filed Oct 21, 2024; SEC's bulk Form ADV archive ends with 2024 filings.

$40,197,487 gross assets in 2 funds Hedge funds $26,848,011 (1) Other private funds $13,349,476 (1)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Apr 2026 to Nov 2026	$195,696,579	Pooled investment vehicles (64%)
Apr 2025 to Mar 2026	$169,049,595	Pooled investment vehicles (63%)
Apr 2024 to Mar 2025	$94,910,899	Individuals and high net worth (58%)
May 2023 to Mar 2024	$281,623,175	Corporations (56%)
Apr 2023	$281,623,175	Corporations (56%)
Apr 2022 to Mar 2023	$329,450,599	Corporations (54%)

3 earlier changes not shown.

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.

Style

Concentrated

The top 10 positions are 66.1% of the book (60%+)

Turnover

High turnover

126.6% over the last four quarters (100%+)

Horizon

Short horizon

Value-weighted holding period 3.2 quarters (under 4)

Closest benchmark: the Dow Jones Industrial Average as of 2026-07-31, active share 81.1%; sector active share 31.4% against the combined 13F book's sector weights.

Over time 26 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

28 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

11.1%

−0.6 pts

Top 5

38.1%

+4.8 pts

Top 10

66.1%

+10.4 pts

HHI

557

Diversified+18

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	28.3%	$44,997,295	8
Financial Services	25.0%	$39,685,365	4
Unclassified	22.4%	$35,530,142	8
Industrials	17.9%	$28,460,689	5
Consumer Cyclical	2.5%	$3,989,139	1
Healthcare	2.3%	$3,676,253	1
Basic Materials	1.7%	$2,623,606	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

6 positions

Ticker	Company	Δ Shares	Shares	Value
C	Citigroup Inc	+45,496	78,786	$11,026,888
XBI	State Street(R) SPDR(R) S&P(R) Biotech ETF	+24,150	54,286	$8,590,759
GS	Goldman Sachs Group Inc	+6,360	10,655	$10,776,147
CAT	Caterpillar Inc	+4,092	9,362	$9,969,593
DE	Deere & Co	+3,743	9,279	$5,885,948
PWR	Quanta Services, Inc.	+2,265	8,182	$5,891,367
No positions match the current search.

Trimmed

Positions the filer reduced

5 positions

Ticker	Company	Δ Shares	Shares	Value
RTX	RTX Corp	−19,049	14,130	$2,680,884
TSM	Taiwan Semiconductor Manufacturing Co Ltd	−600	10,636	$5,079,434
NVDA	Nvidia Corp	−310	55,647	$11,134,408
AME	Ametek Inc	−248	16,669	$4,032,897
AAPL	Apple Inc.	−191	12,408	$3,590,378
No positions match the current search.

New Positions

Positions the filer opened this quarter

16 positions

Ticker	Company	Shares	Value
SOXX	iShares Semiconductor ETF	18,797	$12,044,365
MS	Morgan Stanley	47,734	$9,978,315
CSCO	Cisco Systems, Inc.	74,113	$8,705,312
IBKR	Interactive Brokers Group, Inc.	90,809	$7,904,015
KLAC	Kla Corp	17,430	$5,258,805
EWT	iShares MSCI Taiwan ETF	43,390	$4,712,587
EWJ	iShares MSCI Japan ETF	47,202	$4,402,530
MU	Micron Technology Inc	3,613	$4,170,449
EBAY	Ebay Inc	35,697	$3,989,139
SNDK	Sandisk Corp	1,668	$3,792,581
LLY	ELI LILLY & Co	3,065	$3,676,253
EWY	iShares Trust	16,480	$3,327,312
ADI	Analog Devices Inc	8,223	$3,265,928
IWM	iShares Russell 2000 ETF	6,950	$2,088,127
EPOL	iShares MSCI Poland ETF	4,750	$183,397
EIS	iShares MSCI Israel ETF	1,500	$181,065
No positions match the current search.

Sold Out

Positions the filer fully exited

9 positions

Ticker	Company	Shares	Value
VLO	Valero Energy Corp	16,210	$4,005,166
BKR	Baker Hughes Co	61,525	$3,756,101
TJX	Tjx Companies Inc	23,311	$3,722,766
—		21,824	$3,684,982
PH	Parker-Hannifin Corp	3,939	$3,526,350
CCJ	Cameco Corp	32,274	$3,505,279
APH	Amphenol Corp	27,070	$3,420,294
NEE	Nextera Energy Inc	36,655	$3,404,516
GOOGL	Alphabet Inc.	11,579	$3,329,657
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

28 tracked positions · $158,962,489 total · filing declares 28 positions · $158,962,506 · as of Jun 30, 2026

All sectors Basic Materials Consumer Cyclical Financial Services Healthcare Industrials Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	Held (qtrs)	Est. cost/share	% of Portfolio
SOXX	iShares Semiconductor ETF	NEW	18,797	NEW	$12,044,365	NEW	1	unpriced	7.58%
NVDA	Nvidia Corp Technology	Reduced	55,647	-310	$11,134,408	+14.1%	12	$110.57	7.00%
C	Citigroup Inc Financial Services	Added	78,786	+45,496	$11,026,888	+192.1%	4	$115.61	6.94%
GS	Goldman Sachs Group Inc Financial Services	Added	10,655	+6,360	$10,776,147	+196.6%	9	$813.73	6.78%
MS	Morgan Stanley Financial Services	NEW	47,734	NEW	$9,978,315	NEW	1	$198.03	6.28%
CAT	Caterpillar Inc Industrials	Added	9,362	+4,092	$9,969,593	+167.0%	4	$624.28	6.27%
CSCO	Cisco Systems, Inc. Technology	NEW	74,113	NEW	$8,705,312	NEW	1	$104.58	5.48%
XBI	State Street(R) SPDR(R) S&P(R) Biotech ETF	Added	54,286	+24,150	$8,590,759	+123.2%	3	$124.39	5.40%
IBKR	Interactive Brokers Group, Inc. Financial Services	NEW	90,809	NEW	$7,904,015	NEW	1	$83.23	4.97%
PWR	Quanta Services, Inc. Industrials	Added	8,182	+2,265	$5,891,367	+81.4%	2	$561.65	3.71%
DE	Deere & Co Industrials	Added	9,279	+3,743	$5,885,948	+88.7%	2	$570.23	3.70%
KLAC	Kla Corp Technology	NEW	17,430	NEW	$5,258,805	NEW	1	unpriced	3.31%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Reduced	10,636	-600	$5,079,434	+33.8%	4	$290.24	3.20%
EWT	iShares MSCI Taiwan ETF	NEW	43,390	NEW	$4,712,587	NEW	1	$93.55	2.96%
EWJ	iShares MSCI Japan ETF	NEW	47,202	NEW	$4,402,530	NEW	1	$90.78	2.77%
MU	Micron Technology Inc Technology	NEW	3,613	NEW	$4,170,449	NEW	1	$749.89	2.62%
AME	Ametek Inc Industrials	Reduced	16,669	-248	$4,032,897	+11.2%	2	$222.22	2.54%
EBAY	Ebay Inc Consumer Cyclical	NEW	35,697	NEW	$3,989,139	NEW	1	$106.70	2.51%
SNDK	Sandisk Corp Technology	NEW	1,668	NEW	$3,792,581	NEW	1	$1,427.50	2.39%
LLY	ELI LILLY & Co Healthcare	NEW	3,065	NEW	$3,676,253	NEW	1	$1,021.74	2.31%
AAPL	Apple Inc. Technology	Reduced	12,408	-191	$3,590,378	+12.3%	3	$268.45	2.26%
EWY	iShares Trust	NEW	16,480	NEW	$3,327,312	NEW	1	unpriced	2.09%
ADI	Analog Devices Inc Technology	NEW	8,223	NEW	$3,265,928	NEW	1	$395.80	2.05%
RTX	RTX Corp Industrials	Reduced	14,130	-19,049	$2,680,884	−58.1%	6	$129.24	1.69%
NEM	NEWMONT Corp Basic Materials	Held	28,090	0	$2,623,606	−13.7%	4	$69.74	1.65%
IWM	iShares Russell 2000 ETF	NEW	6,950	NEW	$2,088,127	NEW	1	unpriced	1.31%
EPOL	iShares MSCI Poland ETF	NEW	4,750	NEW	$183,397	NEW	1	unpriced	0.12%
EIS	iShares MSCI Israel ETF	NEW	1,500	NEW	$181,065	NEW	1	$127.88	0.11%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.