MARVIN & PALMER ASSOCIATES INC
SEC Form 13F institutional filer · CIK 0000860645
13F-HR · 18 reported holdings · 2026-03-31
Reported long-US-equity value
$0.07B
Top-10 concentration
63.7%
MARVIN & PALMER ASSOCIATES INC — $72.4M AUM allocation strategy
MARVIN & PALMER ASSOCIATES INC files SEC Form 13F and reports $72.4M of long US equity value across 18 reported holdings for 2026-03-31.
Its largest sector bet is Industrials 32.7%, followed by Information Technology 22.6% and Energy 10.7%.
The top 10 holdings account for 64% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
MARVIN & PALMER ASSOCIATES INC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$72.4M
total across 18 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
64% of value
higher = narrower conviction; lower = spread / hedging
Biggest trims (shares)
−$C −50.7K sh · −$6.02M−$NEM −40.2K sh · −$3.78M−$QTOP −20.4K sh · −$3.44M
Exited to nil (held last quarter, gone now)
$AVGO ($9.13M last qtr)$MS ($9.02M last qtr)$XLV ($6.75M last qtr)$IVV ($4.26M last qtr)$JPM ($3.89M last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Semiconductors13.5%—
- Aerospace & Defense8.8%—
- Oil & Gas Refining & Marketing5.5%—
- Diversified Banks5.2%—
- Oil & Gas Equipment & Services5.2%—
- Construction Machinery & Heavy Transportation Equipment5.2%—
- Apparel Retail5.1%—
- Investment Banking & Brokerage5.0%—
- Other holdings46.5%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
9 of 9 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $NVDA | NVIDIA Corporation | 56K | $9.76M | +27 | 13.5% |
| $RTX | RTX Corporation | 33.2K | $6.4M | -2.81K | 8.8% |
| $VLO | Valero Energy Corporation | 16.2K | $4.01M | — | 5.5% |
| $C | Citigroup Inc | 33.3K | $3.78M | -50.7K | 5.2% |
| $BKR | Baker Hughes Company | 61.5K | $3.76M | — | 5.2% |
| $CAT | Caterpillar Inc | 5.27K | $3.73M | -1.22K | 5.2% |
| $TJX | TJX Companies Inc | 23.3K | $3.72M | -27 | 5.1% |
| $GS | Goldman Sachs Group Inc | 4.29K | $3.63M | -6.57K | 5.0% |
| $AME | AMETEK Inc | 16.9K | $3.63M | — | 5.0% |
…and 9 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
Newsletter signup
Free subscription. Daily trading day morning dispatch. No spam.