Marvin & Palmer Associates Inc. has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity securities portfolio as of September 30, 2026. The filing lists the firm's principal, Stephen D. Marvin, as the authorized signatory.
The report details a portfolio consisting of 33 individual equity positions. The largest holding disclosed is NVIDIA Corporation, for which the firm holds 56,557 shares. Other significant positions include Advanced Micro Devices Inc. (12,386 shares), Arista Networks Inc. (33,104 shares), and Micron Technology Inc. (5,170 shares). The filing also lists substantial holdings in Taiwan Semiconductor Manufacturing Company (9,232 shares) and SPDR Series Trust (642,555 shares).
The portfolio includes a mix of technology, healthcare, and industrial companies. Major holdings include Apple Inc., Microsoft Corporation, Meta Platforms Inc., Johnson & Johnson, and Merck & Co. The filing also lists several exchange-traded funds, including iShares MSCI Japan ETF, iShares MSCI South Korea ETF, and iShares MSCI Taiwan ETF.
