Q2 2026 13F · SEC CIK 860645
Marvin & Palmer Associates Inc
Hedge fundFiled 2026-08-07 for Q2 2026. Open the filing ↗ · All SEC filings ↗
- Reported 13F value
- $159.0M
- Reported positions
- 28
- Top holdings a year, 3 yrs
- +28.6%
- Assets under management
- $195.7M
Marvin & Palmer Associates Inc is a hedge fund that reported 28 positions worth $159.0M in its Q2 2026 13F, filed 2026-08-07. Its largest holdings were Ishares Tr (SOXX, 7.6%), Nvidia Corporation (NVDA, 7.0%), Citigroup Inc (C, 6.9%). A portfolio copying its top holdings returned 28.6% a year over the last 3 years, against 20.4% for the S&P 500.
Marvin & Palmer Associates Inc holdings all 28 positions.
Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.
| Stock | % of 13F value | Share change | Reported value |
|---|---|---|---|
| SOXXIshares Tr | 7.6% | — | $12.0M |
| NVDANvidia Corporation | 7.0% | -0.6% | $11.1M |
| CCitigroup Inc | 6.9% | +136.7% | $11.0M |
| GSGoldman Sachs Group Inc | 6.8% | +148.1% | $10.8M |
| MSMorgan Stanley | 6.3% | — | $10.0M |
| CATCaterpillar Inc | 6.3% | +77.6% | $10.0M |
| CSCOCisco Sys Inc | 5.5% | — | $8.7M |
| XBISpdr Series Trust | 5.4% | +80.1% | $8.6M |
| IBKRInteractive Brokers Group in | 5.0% | — | $7.9M |
| PWRQuanta Svcs Inc | 3.7% | +38.3% | $5.9M |
| DEDeere & Co | 3.7% | +67.6% | $5.9M |
| KLACKla Corp | 3.3% | — | $5.3M |
| TSMTaiwan Semiconductor Manufac | 3.2% | -5.3% | $5.1M |
| EWTIshares Inc | 3.0% | — | $4.7M |
| EWJIshares Inc | 2.8% | — | $4.4M |
| MUMicron Technology Inc | 2.6% | — | $4.2M |
| AMEAmetek Inc | 2.5% | -1.5% | $4.0M |
| EBAYEbay Inc. | 2.5% | — | $4.0M |
| SNDKSandisk Corp | 2.4% | — | $3.8M |
| LLYEli Lilly & Co | 2.3% | — | $3.7M |
| AAPLApple Inc | 2.3% | -1.5% | $3.6M |
| EWYIshares Inc | 2.1% | — | $3.3M |
| ADIAnalog Devices Inc | 2.1% | — | $3.3M |
| RTXRtx Corporation | 1.7% | -57.4% | $2.7M |
| NEMNewmont Corp | 1.6% | +0.0% | $2.6M |
| IWMIshares Tr | 1.3% | — | $2.1M |
| EPOLIshares Tr | 0.1% | — | $183K |
| EISIshares Inc | 0.1% | — | $181K |
What Marvin & Palmer Associates Inc bought and sold in Q2 2026, against Q1 2026.
New positions
- SOXX Ishares Tr7.6% of 13F
- MS Morgan Stanley6.3% of 13F
- CSCO Cisco Sys Inc5.5% of 13F
- IBKR Interactive Brokers Group in5.0% of 13F
- KLAC Kla Corp3.3% of 13F
- EWT Ishares Inc3.0% of 13F
- EWJ Ishares Inc2.8% of 13F
- MU Micron Technology Inc2.6% of 13F
Added to
- GS Goldman Sachs Group Inc+148.1% shares
- C Citigroup Inc+136.7% shares
- XBI Spdr Series Trust+80.1% shares
- CAT Caterpillar Inc+77.6% shares
- DE Deere & Co+67.6% shares
- PWR Quanta Svcs Inc+38.3% shares
Reduced
- RTX Rtx Corporation-57.4% shares
- TSM Taiwan Semiconductor Manufac-5.3% shares
Sold out
- VLO Valero Energy Corpwas 4.8%
- BKR Baker Hughes Company Cl Awas 4.5%
- TJX Tjx Cos Inc Newwas 4.5%
- IBB Ishares Trwas 4.4%
- PH Parker-Hannifin Corpwas 4.2%
- CCJ Cameco Corpwas 4.2%
- APH Amphenol Corpwas 4.1%
- NEE Nextera Energy Incwas 4.1%
Share counts compared with the Q1 2026 13F; a split also changes share counts.
How the holdings did against the S&P 500.
- 1 year
- +37.1% /yr
- S&P 500 +20.1%
- 3 years
- +28.6% /yr
- S&P 500 +20.4%
- 5 years
- +14.4% /yr
- S&P 500 +11.6%
A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.
Reported 13F value by quarter.
| Quarter | 13F value | Positions |
|---|---|---|
| Q2 2026 | $159.0M | 28 |
| Q1 2026 | $83.5M | 21 |
| Q4 2025 | $141.6M | 27 |
| Q3 2025 | $134.6M | 27 |
| Q2 2025 | $116.6M | 32 |
| Q1 2025 | $67.0M | 23 |
| Q4 2024 | $130.9M | 27 |
| Q3 2024 | $119.2M | 32 |
| Q2 2024 | $97.7M | 28 |
| Q1 2024 | $100.8M | 28 |
| Q4 2023 | $89.6M | 32 |
| Q3 2023 | $154.2M | 25 |
Questions about Marvin & Palmer Associates Inc's portfolio
What stocks does Marvin & Palmer Associates Inc own?
Marvin & Palmer Associates Inc's latest 13F, for Q2 2026 and filed Aug 7, 2026, lists 28 positions worth $159.0M. The largest are Ishares Tr (SOXX) at 7.6%, Nvidia Corporation (NVDA) at 7.0%, Citigroup Inc (C) at 6.9%, Goldman Sachs Group Inc (GS) at 6.8% and Morgan Stanley (MS) at 6.3%.
What did Marvin & Palmer Associates Inc buy last quarter?
In Q2 2026, Marvin & Palmer Associates Inc added a new position in Ishares Tr (SOXX), a new position in Morgan Stanley (MS), a new position in Cisco Sys Inc (CSCO), a new position in Interactive Brokers Group in (IBKR), a new position in Kla Corp (KLAC), Goldman Sachs Group Inc (GS) (+148.1% shares), Citigroup Inc (C) (+136.7% shares) and Spdr Series Trust (XBI) (+80.1% shares), compared with its Q1 2026 filing.
What did Marvin & Palmer Associates Inc sell last quarter?
In Q2 2026, Marvin & Palmer Associates Inc sold all of Valero Energy Corp (VLO), sold all of Baker Hughes Company Cl A (BKR), sold all of Tjx Cos Inc New (TJX), sold all of Ishares Tr (IBB), sold all of Parker-Hannifin Corp (PH), Rtx Corporation (RTX) (-57.4% shares) and Taiwan Semiconductor Manufac (TSM) (-5.3% shares), compared with its Q1 2026 filing.
How has Marvin & Palmer Associates Inc's portfolio performed?
A portfolio copying Marvin & Palmer Associates Inc's 20 largest 13F holdings each quarter, from the day each filing was public, returned +28.6% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +37.1% against +20.1%. Over 5 years: +14.4% a year against +11.6%.
When is Marvin & Palmer Associates Inc's next 13F filing due?
13F filings are due 45 days after each quarter ends. Marvin & Palmer Associates Inc's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.
How much money does Marvin & Palmer Associates Inc manage?
Marvin & Palmer Associates Inc reported $195.7M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $159.0M.