
MARVIN & PALMER ASSOCIATES INC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
![]() | BKR | 62K | $3.76M |
![]() | NVDA | 56K | $9.76M |
![]() | NEE | 37K | $3.40M |
![]() | C | 33K | $3.78M |
![]() | RTX | 33K | $6.40M |
![]() | CCJ | 32K | $3.51M |
![]() | NEM | 28K | $3.04M |
![]() | APH | 27K | $3.42M |
![]() | TJX | 23K | $3.72M |
![]() | AME | 17K | $3.63M |
![]() | VLO | 16K | $4.01M |
![]() | AAPL | 13K | $3.20M |
![]() | GOOGL | 12K | $3.33M |
![]() | TSM | 11K | $3.80M |
![]() | PWR | 6K | $3.25M |
![]() | DE | 6K | $3.12M |
![]() | CAT | 5K | $3.73M |
![]() | GS | 4K | $3.63M |
![]() | PH | 4K | $3.53M |

Baker Hughes Company
BKR
Shares Held
62K
Value
$3.76M

NVIDIA Corporation
NVDA
Shares Held
56K
Value
$9.76M

NextEra Energy, Inc.
NEE
Shares Held
37K
Value
$3.40M

Citigroup Inc.
C
Shares Held
33K
Value
$3.78M

RTX Corporation
RTX
Shares Held
33K
Value
$6.40M

Cameco Corporation
CCJ
Shares Held
32K
Value
$3.51M

Newmont Corporation
NEM
Shares Held
28K
Value
$3.04M

Amphenol Corporation
APH
Shares Held
27K
Value
$3.42M

The TJX Companies, Inc.
TJX
Shares Held
23K
Value
$3.72M

AMETEK, Inc.
AME
Shares Held
17K
Value
$3.63M

Valero Energy Corporation
VLO
Shares Held
16K
Value
$4.01M

Apple Inc.
AAPL
Shares Held
13K
Value
$3.20M

Alphabet Inc.
GOOGL
Shares Held
12K
Value
$3.33M

Taiwan Semiconductor Manufacturing Company Limited
TSM
Shares Held
11K
Value
$3.80M

Quanta Services, Inc.
PWR
Shares Held
6K
Value
$3.25M

Deere & Company
DE
Shares Held
6K
Value
$3.12M

Caterpillar Inc.
CAT
Shares Held
5K
Value
$3.73M

The Goldman Sachs Group, Inc.
GS
Shares Held
4K
Value
$3.63M

Parker-Hannifin Corporation
PH
Shares Held
4K
Value
$3.53M
