Long-term investor
Marvin & Palmer Associates Inc. @marvinpalmerassociatesin
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0000860645).
Record
- Tracked since 2025-06-30 (478 days), 126 trades recorded
- Returns: week n/a · month n/a · 90 days -5.4% · 6 months +13.1% · 1 year +23.2% · all +23.2%
- Max drawdown n/a · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 464287523 · 7.6% · long · since 2026-06-30
- NVDA · 7.0% · long · since 2025-06-30
- C · 6.9% · long · since 2025-09-30
- GS · 6.8% · long · since 2025-06-30
- MS · 6.3% · long · since 2025-06-30
- CAT · 6.3% · long · since 2025-09-30
- CSCO · 5.5% · long · since 2025-06-30
- 78464A870 · 5.4% · long · since 2025-12-31
- IBKR · 5.0% · long · since 2025-06-30
- PWR · 3.7% · long · since 2026-03-31
- DE · 3.7% · long · since 2026-03-31
- KLAC · 3.3% · long · since 2026-06-30