Arkolith/Funds/Marvin & Palmer Associates Inc

Marvin & Palmer Associates Inc

CIK 860645
Holdings as of Jun 30, 2026·disclosed Aug 7, 2026·~38-day 13F lag·13F-HR
Active Filer

Marvin & Palmer Associates Inc holds a focused book of 28 stocks worth $159.0M as of Q2 2026 (disclosed Aug 7, 2026, a ~38-day 13F lag). This quarter they opened Ishares Semiconductor ETF and trimmed Nvidia Corp. Their largest long position is Ishares Semiconductor ETF at 8% of the equity book.

Opened
16
bought for the first time
Added to
6
already held, bought more
Trimmed
5
sold some, still holds it
Sold out
9
exited the position entirely

Concentration

Top-heavy: focused book

Top 5 holdings
35%
Top 10 holdings
60%
Top 20 holdings
89%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

78% mapped to company sectors

Information Technology
31%
Financials
25%
ETF / fund or unclassified
22%
Industrials
18%
Health Care
2%
Materials
2%

+5 sectors below the cut, under 0.5% together

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Marvin & Palmer Associates Inc

Manager / fundShared namesTheir $ in those
Uhlmann Price Securities, LLC13 / 28$2.4B
Mishpacha Holdings Corp3 / 28$234.9M
Fund Resources Investment Holding Group Co Ltd2 / 28$656.3M
Outlook Capital Management, LLC8 / 28$231.9M
AdviceOne Advisory Services, LLC5 / 28$122.5M
Prime Capital Management Co Ltd3 / 28$785.5M
Prospect Hill Management, LLC2 / 28$158.7M
Linden Rose Investment LLC5 / 28$79.0M

Ranked by the share of each fund's own book sitting in the names it shares with Marvin & Palmer Associates Inc: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

28 positions
#SecurityValueShares% PortLast moveHistory
1Ishares TR
ISHARES SEMICDTR
$12.0M18.8K
7.6%
New
New position
2Nvidia Corporation
COM
$11.1M55.6K
7.0%
−0.6%
Reduced · −310 sh
3Citigroup Inc
COM NEW
$11.0M78.8K
6.9%
+137%
Added · +45K sh
4Goldman Sachs Group Inc
COM
$10.8M10.7K
6.8%
+148%
Added · +6K sh
5Morgan Stanley
COM NEW
$10.0M47.7K
6.3%
New
New position
6Caterpillar Inc
COM
$10.0M9.4K
6.3%
+78%
Added · +4K sh
7Cisco Sys Inc
COM
$8.7M74.1K
5.5%
New
New position
8SPDR Series Trust
ST STR SP BIOT
$8.6M54.3K
5.4%
+80%
Added · +24K sh
9Interactive Brokers Group In
COM CL A
$7.9M90.8K
5.0%
New
New position
10Quanta Svcs Inc
COM
$5.9M8.2K
3.7%
+38%
Added · +2K sh
11Deere & Co
COM
$5.9M9.3K
3.7%
+68%
Added · +4K sh
12Kla Corp
COM NEW
$5.3M17.4K
3.3%
New
New position
13Taiwan Semiconductor Manufac
SPONSORED ADS
$5.1M10.6K
3.2%
−5.3%
Reduced · −600 sh
14Ishares Inc
MSCI TAIWAN ETF
$4.7M43.4K
3.0%
New
New position
15Ishares Inc
MSCI JAPAN ETF
$4.4M47.2K
2.8%
New
New position
16Micron Technology Inc
COM
$4.2M3.6K
2.6%
New
New position
17Ametek Inc
COM
$4.0M16.7K
2.5%
−1.5%
Reduced · −248 sh
18Ebay Inc.
COM
$4.0M35.7K
2.5%
New
New position
19Sandisk Corp
COM
$3.8M1.7K
2.4%
New
New position
20Eli Lilly & Co
COM
$3.7M3.1K
2.3%
New
New position
21Apple Inc
COM
$3.6M12.4K
2.3%
−1.5%
Reduced · −191 sh
22Ishares Inc
MSCI STH KOR ETF
$3.3M16.5K
2.1%
New
New position
23Analog Devices Inc
COM
$3.3M8.2K
2.1%
New
New position
24RTX Corporation
COM
$2.7M14.1K
1.7%
−57%
Reduced · −19K sh
25Newmont Corp
COM
$2.6M28.1K
1.7%
Held
26Ishares TR
RUSSELL 2000 ETF
$2.1M7.0K
1.3%
New
New position
27Ishares TR
MSCI POLAND ETF
$183K4.8K
0.1%
New
New position
28Ishares Inc
MSCI ISRAEL ETF
$181K1.5K
0.1%
New
New position
Showing all 28 positions
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Filing history

As-of date vs the date the SEC received each filing

$159.0M · Q2 2026Q3 2024 · $119.2MQ2 2026 · $159.0M

Reported 13F total per quarter. Raw filing totals can include option notional.

QuarterAs ofFiledLagPositionsValueForm
Q2 2026Jun 30, 2026Aug 7, 202638d28$159.0M13F-HR
Q1 2026Mar 31, 2026May 8, 202638d21$83.5M13F-HR
Q4 2025Dec 31, 2025Feb 11, 202642d27$141.6M13F-HR
Q3 2025Sep 30, 2025Nov 13, 202544d27$134.6M13F-HR
Q2 2025Jun 30, 2025Aug 12, 202543d32$116.6M13F-HR
Q1 2025Mar 31, 2025May 7, 202537d23$67.0M13F-HR
Q4 2024Dec 31, 2024Feb 7, 202538d27$130.9M13F-HR
Q3 2024Sep 30, 2024Nov 13, 202444d32$119.2M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.