IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Marvin & Palmer Associates Inc

Q1 2018 Holdings

Filed 2018-05-14 | 29 holdings | $109.2K | 13F-HR/A | View on SEC ↗ · Holdings Table ↗

Amended (2018-05-17) | View on SEC ↗ · Holdings Table ↗

Sign in to see sub-manager breakdown

IssuerClassCUSIPValue ↓Shares% Portfolio
BlackRock, Inc.(BLKCHF)ACOM09247X101$6.8K12,4656.2%
CME Group, Inc.(CME)ACOM12572Q105$6.5K40,0025.9%
Charles Schwab Corporation(SCHW)ACOM808513105$5.8K110,6185.3%
Texas Instruments, Inc.(TXN)ACOM882508104$5.6K54,0485.1%
Align Technology, Inc.(ALGN)ACOM016255101$5.2K20,6634.8%
Lam Research Corp.(LRCXEUR)ACOM512807108$5.2K25,4094.7%
PayPal Holdings, Inc.(PYPL)ACOM70450Y103$5.1K67,8044.7%
Spdr S&P Biotech ETF(XBI)AETF78464A870$4.8K54,4824.4%
Adobe Systems Inc(ADBE)ACOM00724F101$4.8K22,0604.4%
Union Pacific Corp.(UNP)ACOM907818108$4.5K33,4254.1%
Blackstone Group LP(BXUSD)ACOM09253U108$4.3K135,4974.0%
Parker-Hannifin Corp.(PH)ACOM701094104$4.2K24,7683.9%
Westlake Chemical Corporation(WLK)ACOM960413102$4.1K37,2463.8%
Hilton Worldwide Holdings(HLT)ACOM43300A203$4.1K51,8503.7%
Home Depot, Inc.(HD)ACOM437076102$3.9K22,1423.6%
JPMorgan Chase & Co.(JPM)ACOM46625H100$3.9K35,8793.6%
L3 Technologies, Inc.ACOM502413107$3.9K18,6493.6%
Honeywell International, Inc.(HON)ACOM438516106$3.8K26,4233.5%
Amphenol Corporation(APH)ACOM032095101$3.7K43,2883.4%
Cboe Global Markets Inc.(CBOE)COM12503M108$3.7K29,3603.8%
Marriott International Inc.(MAR)ACOM571903202$3.6K26,4993.3%
Visa, Inc.(V)ACOM92826C839$3.5K29,6133.2%
UnitedHealth Group, Inc.(UNH)ACOM91324P102$3.1K14,3782.8%
Cigna CorporationCOM125509109$2.9K14,5173.1%
iShares Msci All Country Asia ex Japan ETF(AAXJ)AETF464288182$2.2K28,0142.0%
VanEck Vectors Vietnam ETF(VNM)AETF92189F817$1.4K72,6241.3%
iShares Msci Thailand ETF(THD)AETF464286624$1.4K14,1481.3%
iShares Msci South Korea ETF(EWY)AETF464286772$1.4K18,2871.3%
iShares Msci Sweden ETF(EWD)ETF464286756$1.0K29,6671.0%
Global X Lithium & Battery Tech ETF(LIT)ETF37954Y855$92223,7801.0%
iShares Msci Germany ETF(EWG)AETF464286806$90728,2940.8%
iShares Msci India ETF(INDA)AETF46429B598$82524,1610.8%
iShares Msci Taiwan ETF(EWT)ETF46434G772$82122,6820.9%
iShares Msci Netherlands ETF(EWN)AETF464286814$63719,9260.6%
Spdr S&P Regional Banking ETF(KRE)ETF78464A698$881,4950.1%
Cummins, Inc.(CMI)COM231021106$482700.0%
Amazon.com, Inc.(AMZN)COM023135106$47400.0%
Facebook, Inc.(META)COM30303M102$442500.0%
JB Hunt Transport Services, Inc.(JBHT)COM445658107$413550.0%
Lumentum Holdings, Inc.(LITE)COM55024U109$336800.0%
iShares Msci Indonesia ETF(EIDO)ETF46429B309$289750.0%
Fabrinet(FN)COMG3323L100$175950.0%
Oclaro Inc.COM67555N206$142,0800.0%
Acacia Communications, Inc.(ACIA)COM00401C108$123450.0%