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Stephen D. Marvin

Marvin & Palmer Associates Inc

Assets Managed
$83.535M
Holdings
21
Last Quarter
2026 - Q1
Filed Date
2mo 3d ago
Growth Rate
-40.99%(2Q avg: -17.89%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Marvin & Palmer Associates Inc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 21 positions.

Assets under management

The assets under management (AUM) of Marvin & Palmer Associates Inc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 83.535M in assets, with a quarterly growth rate of -40.99% and a 2-quarter average growth rate of -17.89%. The portfolio is managed by Stephen D. Marvin, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
NVDA
Nvidia Corp
Recent Activity
Increased 0.05%
11.69%
$9.759M
55,957 shares@ $174.41 avg price
RTX
Rtx Corp
Recent Activity
Decreased -7.8%
7.67%
$6.4M
33,179 shares@ $192.9 avg price
VLO
Valero Energy Corp
Recent Activity
New Position
4.8%
$4.005M
16,210 shares@ $247.09 avg price
XBI
Spdr S&p Biotech Etf
Recent Activity
Increased 11.87%
4.61%
$3.849M
30,136 shares@ $127.73 avg price
TSM
Taiwan Semiconductor-sp Adr
Recent Activity
Decreased -10.86%
4.55%
$3.797M
11,236 shares@ $337.95 avg price
C
Citigroup Inc
Recent Activity
Decreased -60.35%
4.52%
$3.775M
33,290 shares@ $113.42 avg price
BKR
Baker Hughes Co
Recent Activity
New Position
4.5%
$3.756M
61,525 shares@ $61.05 avg price
CAT
Caterpillar Inc
Recent Activity
Decreased -18.73%
4.47%
$3.734M
5,270 shares@ $708.46 avg price
TJX
Tjx Companies Inc
Recent Activity
Decreased -0.11%
4.46%
$3.723M
23,311 shares@ $159.71 avg price
IBB
Ishares Biotechnology Etf
Recent Activity
Decreased -48.3%
4.42%
$3.685M
21,824 shares@ $168.85 avg price

1-10 of 21