13F Filings History of MARVIN & PALMER ASSOCIATES INC

Latest 13F report
Q4 2025 - 11 Feb 2026
Value $
$141,573,179
Signature - Title
Stephen D. Marvin - President - Principal
Location
Wilmington, DE
Summary
This page shows a list of all the recent 13F filings made by MARVIN & PALMER ASSOCIATES INC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. MARVIN & PALMER ASSOCIATES INC reported 27 stock holdings with total value $141,573,179 as of Q4 2025. Top holdings included NVDA, C, GS, AVGO, and MS.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 27 $141,573,179 +$44,385,096 -$40,946,793 +$3,438,303 NVDA, C, GS, AVGO, MS 13F-HR 11 Feb 2026, 13:52
Q3 2025 27 $134,558,716 +$68,817,081 -$61,942,480 +$6,874,601 AVGO, NVDA, GS, MS, IBKR 13F-HR 12 Nov 2025, 17:45
Q2 2025 32 $116,628,412 +$72,109,251 -$26,219,980 +$45,889,271 QQQ, ORCL, CSCO, NVDA, IBM 13F-HR 12 Aug 2025, 09:23
Q1 2025 23 $66,958,374 +$31,573,701 -$91,599,945 -$60,026,244 ORLY, CAH, CSCO, PH, TMUS 13F-HR 07 May 2025, 15:21
Q4 2024 27 $130,907,928 +$61,913,562 -$56,067,547 +$5,846,015 AMZN, GS, AMP, KKR, IBKR 13F-HR 07 Feb 2025, 14:05
Q3 2024 32 $119,238,887 +$55,751,462 -$31,059,490 +$24,691,972 KKR, XBI, GS, IBKR, SPY 13F-HR 13 Nov 2024, 11:44
Q2 2024 28 $78,051,069 +$25,706,347 -$20,306,265 +$5,400,082 ETN, NVDA, IBKR, PH, GS 13F-HR 13 Aug 2024, 16:07
Q1 2024 28 $100,833,015 +$14,871,350 -$17,202,586 -$2,331,236 ETN, NVDA, PH, MSFT, IR 13F-HR 13 May 2024, 15:39
Q4 2023 32 $89,586,747 +$40,048,761 -$120,852,697 -$80,803,936 MSFT, ETN, IR, PH, QQQ 13F-HR 12 Feb 2024, 18:43
Q3 2023 25 $154,190,503 +$47,063,567 -$111,223,849 -$64,160,282 GOOGL, AMAT, COR, NVDA, WMT 13F-HR 13 Nov 2023, 13:48
Q2 2023 31 $221,857,588 +$116,478,665 -$105,858,125 +$10,620,540 AMAT, COR, GOOGL, BOTZ, ASML Holding NV-ARD 13F-HR 10 Aug 2023, 19:17
Q1 2023 25 $198,515,353 +$77,608,310 -$74,254,411 +$3,353,899 VRTX, AZO, DE, AMP, AMAT 13F-HR 12 May 2023, 11:05
Q4 2022 27 $190,052,826 +$40,448,617 -$27,601,149 +$12,847,468 VRTX, COR, AZO, AMP, SCHW 13F-HR 14 Feb 2023, 11:09
Q3 2022 25 $162,979,000 +$85,392,154 -$111,937,465 -$26,545,311 VRTX, LNG, UNH, AZO, AJG 13F-HR 14 Nov 2022, 09:27
Q2 2022 27 $194,390,000 +$57,227,907 -$58,899,003 -$1,671,096 VRTX, UNH, LLY, MRK, COR 13F-HR 09 Aug 2022, 09:53
Q1 2022 29 $222,040,000 +$135,039,814 -$140,753,650 -$5,713,836 AMP, COP, FTNT, VRTX, PANW 13F-HR 11 May 2022, 12:38
Q4 2021 25 $233,752,000 +$55,678,002 -$78,843,999 -$23,165,997 AMAT, LRCX, FTNT, AMP, BX 13F-HR 10 Feb 2022, 10:32
Q3 2021 26 $246,612,000 +$60,676,273 -$63,448,778 -$2,772,505 FTNT, MS, AMAT, GS, AMP 13F-HR 12 Nov 2021, 08:19
Q2 2021 28 $242,176,000 +$92,696,794 -$88,743,851 +$3,952,943 AMAT, GS, LRCX, MS, FTNT 13F-HR 12 Aug 2021, 11:20
Q1 2021 27 $224,906,000 +$95,321,661 -$136,048,337 -$40,726,676 AMAT, LRCX, GS, MS, AMP 13F-HR 24 Jun 2021, 17:13
Q4 2020 28 $250,564,000 +$84,874,712 -$53,539,968 +$31,334,744 AAPL, AMAT, TMO, LRCX, MS 13F-HR 12 Feb 2021, 14:39
Q3 2020 30 $189,560,000 +$46,507,743 -$30,963,190 +$15,544,553 AAPL, TMO, ADBE, MSFT, LRCX 13F-HR 12 Nov 2020, 07:19
Q2 2020 31 $165,752,000 +$56,605,123 -$19,938,980 +$36,666,143 AAPL, TMO, MSFT, ADBE, LRCX 13F-HR 12 Aug 2020, 17:43
Q1 2020 28 $104,608,000 +$28,347,000 -$71,976,211 -$43,629,211 TMO, MSFT, BX, AAPL, ADBE 13F-HR 12 May 2020, 13:27
Q4 2019 27 $169,650,000 +$40,757,741 -$36,278,705 +$4,479,036 MSFT, LRCX, AAPL, TXN, BX 13F-HR 11 Feb 2020, 09:35
Q3 2019 25 $152,039,000 +$35,896,319 -$33,842,535 +$2,053,784 TXN, MSFT, TMO, BX, VEEV 13F-HR 14 Nov 2019, 16:41
Q2 2019 26 $150,849,000 +$45,413,318 -$33,185,220 +$12,228,098 MSFT, PYPL, TMO, VEEV, V 13F-HR 19 Aug 2019, 16:33
Q1 2019 27 $128,366,000 +$31,839,577 -$31,415,559 +$424,018 XLV, PYPL, MSFT, TMO, V 13F-HR 13 May 2019, 17:16
Q4 2018 27 $116,081,000 +$37,752,748 -$43,486,348 -$5,733,600 XLV, CME, PYPL, MSFT, TMO 13F-HR 12 Feb 2019, 14:03
Q3 2018 26 $131,919,000 +$55,893,860 -$29,842,881 +$26,050,979 XLV, IJR, PYPL, XBI, CME 13F-HR 13 Nov 2018, 15:41
Q2 2018 23 $101,637,000 +$19,507,811 -$28,159,644 -$8,651,833 IJR, PYPL, CME, BLK, TXN 13F-HR 09 Aug 2018, 12:10
Q1 2018 29 $109,231,000 +$22,497,800 -$11,659,010 +$10,838,790 BLK, CME, SCHW, TXN, ALGN Restatement 17 May 2018, 12:53
Q4 2017 43 $96,469,000 +$25,676,550 -$17,330,233 +$8,346,317 TXN, CME, SCHW, PH, BLK 13F-HR 13 Feb 2018, 16:18
Q3 2017 39 $81,424,000 +$21,039,988 -$79,766,006 -$58,726,018 LRCX, CME, TXN, SCHW, PH 13F-HR 09 Nov 2017, 15:28
Q2 2017 32 $131,914,000 +$22,074,819 -$34,804,353 -$12,729,534 CME, SCHW, BX, META, LRCX 13F-HR 09 Aug 2017, 15:52
Q1 2017 35 $137,593,000 +$41,413,821 -$29,521,226 +$11,892,595 OCLR, TXN, LITE, LRCX, SCHW 13F-HR 11 May 2017, 17:06
Q4 2016 34 $117,232,000 +$45,764,851 -$54,031,687 -$8,266,836 FN, LITE, ACIA, OCLR, TXN 13F-HR 10 Feb 2017, 15:22
Q3 2016 38 $127,538,000 +$57,430,711 -$17,423,601 +$40,007,110 FN, LITE, META, OCLR, NPTN 13F-HR 16 Nov 2016, 11:26
Q2 2016 35 $73,754,000 +$18,115,290 -$32,813,639 -$14,698,349 FN, ACIA, META, OCLR, LITE 13F-HR 10 Aug 2016, 14:12
Q1 2016 48 $85,825,000 +$23,338,665 -$34,455,960 -$11,117,295 FN, META, GOOGL, HD, RTN 13F-HR 10 May 2016, 18:16
Q4 2015 50 $97,599,000 +$20,689,909 -$11,256,616 +$9,433,293 JD, FN, META, AAPL, GS Restatement 16 Feb 2016, 12:47
Q3 2015 49 $83,723,000 +$11,086,318 -$22,605,105 -$11,518,787 AAPL, JD, META, GS, MS 13F-HR 18 Nov 2015, 19:30
Q2 2015 50 $105,664,000 +$18,331,621 -$29,787,594 -$11,455,973 JD, AAPL, BX, GS, META 13F-HR 11 Aug 2015, 18:40
Q1 2015 59 $115,455,000 +$30,629,249 -$16,306,469 +$14,322,780 AAPL, BX, JD, BIDU, UNP 13F-HR 29 May 2015, 17:24
Q4 2014 58 $98,407,000 +$18,308,200 -$21,518,067 -$3,209,867 BIDU, AAPL, UNP, BX, CMI 13F-HR 13 Feb 2015, 11:28
Q3 2014 61 $98,260,000 +$27,441,541 -$45,592,841 -$18,151,300 BIDU, AAPL, UNP, BIIB, CMI 13F-HR 13 Nov 2014, 16:29
Q2 2014 68 $115,120,000 +$52,254,041 -$44,347,857 +$7,906,184 AAPL, BIDU, UNP, DOW, CMI 13F-HR 08 Aug 2014, 10:18
Q1 2014 63 $114,065,000 +$25,224,340 -$77,106,051 -$51,881,711 BX, GOOGL, AMZN, UNP, DOW 13F-HR 09 May 2014, 10:01
Q4 2013 63 $165,841,000 $0 $0 $0 YOKU, AMZN, BX, BIIB, GOOGL 13F-HR 14 Feb 2014, 12:24