AI Portfolio Summary
In 2025 Q4, MARVIN & PALMER ASSOCIATES INC maintained a portfolio of 36 distinct positions. The most significant new addition to the portfolio was ISHARES BIOTECHNOLOG, which now represents 5.03% of the total fund value. They heavily accumulated shares in CITIGROUP INC, increasing their position by 10.1%. Conversely, MARVIN & PALMER ASSOCIATES INC completely exited their position in VANECK VIETNAM ETF.
Total Positions
36
Quarter
2025 Q4
Top Holding
NVDA (7.4%)
Top 10 Concentration
59.2%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-36 of 36
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
NVDA
NVIDIA CORP
|
Technology | 7.37% | 8.77% |
#1
1
Prev: #2
|
5.4 | -2,323 | -4.0% |
P
S
|
55,930 | $10,430,945 | 2007 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
C
CITIGROUP INC
|
Financial Services | 6.92% | 5.74% |
#2
6
Prev: #8
|
6.3 | 7,686 | 10.1% |
P
S
|
83,966 | $9,797,993 | 1999 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
GS
GOLDMAN SACHS G...
|
Financial Services | 6.75% | 6.56% |
#3
Prev: #3
|
4.2 | -311 | -2.8% |
P
S
|
10,868 | $9,552,972 | 2000 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AVGO
BROADCOM INC
|
Technology | 6.45% | 9.01% |
#4
3
Prev: #1
|
3.6 | -6,418 | -19.6% |
P
S
|
26,376 | $9,128,734 | 2016 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
MS
MORGAN STANLEY
|
Financial Services | 6.37% | 6.41% |
#5
1
Prev: #4
|
3.5 | -1,783 | -3.4% |
P
S
|
50,818 | $9,021,720 | 1999 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 6.09% | 4.64% |
#6
4
Prev: #10
|
4.9 | 5,318 | 23.9% |
P
S
|
27,527 | $8,615,951 | 2015 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IBB
ISHARES BIOTECH...
|
ETF | 5.03% | — |
#7
Prev: #—
|
5.5 | 42,219 | no change |
NEW
|
42,219 | $7,125,301 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
NEM
NEWMONT CORP
|
Basic Materials | 4.82% | 4.33% |
#8
3
Prev: #11
|
2.4 | -3,561 | -5.0% |
P
S
|
68,328 | $6,822,551 | 2007 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
XLV
HEALTH CARE SEL...
|
ETF | 4.77% | — |
#9
Prev: #—
|
5.4 | 43,630 | no change |
NEW
|
43,630 | $6,753,924 | 2018 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
RTX
RTX CORP
|
Industrials | 4.66% | 4.79% |
#10
1
Prev: #9
|
2.4 | -112 | -0.3% |
P
S
|
35,989 | $6,600,383 | 2022 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AAPL
APPLE INC
|
Technology | 4.62% | — |
#11
Prev: #—
|
5.3 | 24,048 | no change |
NEW
|
24,048 | $6,537,689 | 2003 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IJR
ISHARES CORE S&...
|
ETF | 3.01% | — |
#12
Prev: #—
|
4.7 | 35,470 | no change |
NEW
|
35,470 | $4,262,785 | 2018 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 2.75% | 6.13% |
#13
7
Prev: #6
|
1.1 | -14,431 | -54.5% |
P
S
|
12,070 | $3,889,195 | 2006 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
TSM
TAIWAN SEMICOND...
|
Technology | 2.71% | 0.18% |
#14
11
Prev: #25
|
4.1 | 11,785 | 1437.2% |
P
S
|
12,605 | $3,830,533 | 1999 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
BAC
BANK OF AMERICA...
|
Financial Services | 2.69% | 2.58% |
#15
2
Prev: #17
|
3.1 | 4,204 | 6.5% |
P
S
|
69,206 | $3,806,330 | 1999 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
CAT
CATERPILLAR INC
|
Industrials | 2.62% | 3.02% |
#16
2
Prev: #14
|
1.5 | -548 | -7.8% |
P
S
|
6,485 | $3,715,062 | 2002 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
APH
AMPHENOL CORP
|
Technology | 2.59% | 3.04% |
#17
5
Prev: #12
|
1.5 | -2,209 | -7.5% |
P
S
|
27,100 | $3,662,294 | 2007 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
TJX
TJX COS INC/THE
|
Consumer Cyclical | 2.53% | — |
#18
Prev: #—
|
4.5 | 23,338 | no change |
NEW
|
23,338 | $3,584,950 | 2008 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
PH
PARKER-HANNIFIN...
|
Industrials | 2.44% | 2.27% |
#19
Prev: #19
|
1.5 | -19 | -0.5% |
P
S
|
3,938 | $3,461,344 | 2004 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
CCJ
CAMECO CORP
|
Energy | 2.43% | 2.88% |
#20
5
Prev: #15
|
1.5 | -222 | -0.6% |
P
S
|
37,673 | $3,446,703 | 2007 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
COR
CENCORA INC
|
Healthcare | 2.41% | 2.53% |
#21
3
Prev: #18
|
1.5 | -5 | -0.0% |
P
S
|
10,092 | $3,408,573 | 2022 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
XBI
SPDR S&P BIOTEC...
|
ETF | 2.32% | — |
#22
Prev: #—
|
4.4 | 26,940 | no change |
NEW
|
26,940 | $3,284,794 | 2017 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AMZN
AMAZON.COM INC
|
Consumer Cyclical | 2.27% | — |
#23
Prev: #—
|
4.4 | 13,946 | no change |
NEW
|
13,946 | $3,219,016 | 1999 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
TSLA
TESLA INC
|
Consumer Cyclical | 1.60% | 1.73% |
#24
Prev: #24
|
1.1 | -35 | -0.7% |
P
S
|
5,051 | $2,271,536 | 2023 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ILF
ISHARES LATIN A...
|
ETF | 1.49% | — |
#25
Prev: #—
|
4.1 | 69,050 | no change |
NEW
|
69,050 | $2,102,573 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
EWJ
ISHARES MSCI JA...
|
ETF | 1.48% | 1.75% |
#26
3
Prev: #23
|
1.1 | -2,200 | -7.8% |
P
S
|
26,000 | $2,099,240 | 2020 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ECH
ISHARES MSCI CH...
|
ETF | 0.81% | — |
#27
Prev: #—
|
3.8 | 28,220 | no change |
NEW
|
28,220 | $1,140,088 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VNM
VANECK VIETNAM ...
|
ETF | 0.00% | 0.10% |
Sold All 😨
(Was: #27) |
0.0 | -8,040 | -100.0% |
CLOSED
|
— | $— | 2016 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
EWP
ISHARES MSCI SP...
|
ETF | 0.00% | 0.16% |
Sold All 😨
(Was: #26) |
0.0 | -4,260 | -100.0% |
CLOSED
|
— | $— | 2025 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
EIS
ISHARES MSCI IS...
|
ETF | 0.00% | 1.78% |
Sold All 😨
(Was: #22) |
0.0 | -23,443 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
META
META PLATFORMS ...
|
Communication Services | 0.00% | 1.90% |
Sold All 😨
(Was: #21) |
0.0 | -3,938 | -100.0% |
CLOSED
|
— | $— | 2013 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
EPOL
ISHARES MSCI PO...
|
ETF | 0.00% | 2.00% |
Sold All 😨
(Was: #20) |
0.0 | -79,780 | -100.0% |
CLOSED
|
— | $— | 2025 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
WELL
WELLTOWER INC
|
Real Estate | 0.00% | 2.65% |
Sold All 😨
(Was: #16) |
0.0 | -19,691 | -100.0% |
CLOSED
|
— | $— | 2025 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
MU
MICRON TECHNOLO...
|
Technology | 0.00% | 3.03% |
Sold All 😨
(Was: #13) |
0.0 | -18,206 | -100.0% |
CLOSED
|
— | $— | 1999 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ORCL
ORACLE CORP
|
Technology | 0.00% | 5.91% |
Sold All 😨
(Was: #7) |
0.0 | -30,261 | -100.0% |
CLOSED
|
— | $— | 1999 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IBKR
INTERACTIVE BRO...
|
Financial Services | 0.00% | 6.13% |
Sold All 😨
(Was: #5) |
0.0 | -117,225 | -100.0% |
CLOSED
|
— | $— | 2018 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) |
Showing 1-36 of 36 holdings