Marvin & Palmer Associates Inc Top Holdings and 13F Report (2021) → Alert: Your Bank is Dying – Act Now or Lose Everything! (From Priority Gold) (Ad) About Marvin & Palmer Associates IncInvestment ActivityMarvin & Palmer Associates Inc has $100.83 million in total holdings as of September 30, 2021.Marvin & Palmer Associates Inc owns shares of 28 different stocks, but just 20 companies or ETFs make up 80% of its holdings.Approximately 14.75% of the portfolio was purchased this quarter.About 17.06% of the portfolio was sold this quarter.This quarter, Marvin & Palmer Associates Inc has purchased 32 new stocks and bought additional shares in 4 stocks.Marvin & Palmer Associates Inc sold shares of 20 stocks and completely divested from 8 stocks this quarter.Largest Holdings Eaton $5,509,734NVIDIA $5,208,120Parker-Hannifin $5,068,249Microsoft $5,055,792Ingersoll Rand $5,004,720 Largest New Holdings this Quarter Caterpillar $4,116,475 HoldingArista Networks $3,386,966 HoldingCencora $3,265,057 HoldingMeta Platforms $2,743,527 Holding Largest Purchases this Quarter Caterpillar 11,234 shares (about $4.12M)Arista Networks 11,680 shares (about $3.39M)Cencora 13,437 shares (about $3.27M)Meta Platforms 5,650 shares (about $2.74M)iShares MSCI India ETF 10,962 shares (about $565.53K) Largest Sales this Quarter NVIDIA 1,997 shares (about $1.80M)United Rentals 412 shares (about $297.10K)Ingersoll Rand 2,814 shares (about $267.19K)Eaton 789 shares (about $246.70K)Invesco QQQ 514 shares (about $228.22K) Sector Allocation Over TimeMap of 500 Largest Holdings ofMarvin & Palmer Associates Inc Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorETNEaton$5,509,734$246,705 ▼-4.3%17,6215.5%Industrial ProductsNVDANVIDIA$5,208,120$1,804,409 ▼-25.7%5,7645.2%Computer and TechnologyPHParker-Hannifin$5,068,249$84,480 ▼-1.6%9,1195.0%Industrial ProductsMSFTMicrosoft$5,055,792$108,966 ▼-2.1%12,0175.0%Computer and TechnologyIRIngersoll Rand$5,004,720$267,189 ▼-5.1%52,7095.0%Industrial ProductsAMPAmeriprise Financial$4,400,184$63,574 ▼-1.4%10,0364.4%FinanceAMATApplied Materials$4,246,894$499,077 ▲13.3%20,5934.2%Computer and TechnologyQQQInvesco QQQ$4,238,519$228,221 ▼-5.1%9,5464.2%FinanceKKRKKR & Co. Inc.$4,216,314$66,383 ▼-1.6%41,9204.2%FinanceSPYSPDR S&P 500 ETF Trust$4,212,283$212,890 ▼-4.8%8,0534.2%FinanceCATCaterpillar$4,116,475$4,116,475 ▲New Holding11,2344.1%Industrial ProductsBXBlackstone$4,048,692$58,722 ▼-1.4%30,8194.0%FinanceEWJiShares MSCI Japan ETF$3,984,327$218,902 ▼-5.2%55,8424.0%ETFHLTHilton Worldwide$3,412,960$6,399 ▼-0.2%16,0003.4%Consumer DiscretionaryANETArista Networks$3,386,966$3,386,966 ▲New Holding11,6803.4%Computer and TechnologyURIUnited Rentals$3,297,636$297,097 ▼-8.3%4,5733.3%ConstructionCORCencora$3,265,057$3,265,057 ▲New Holding13,4373.2%MedicalAMZNAmazon.com$3,142,220$5,411 ▼-0.2%17,4203.1%Retail/WholesaleCDNSCadence Design Systems$3,101,283$5,292 ▼-0.2%9,9633.1%Computer and TechnologyCOSTCostco Wholesale$2,992,794$69,600 ▲2.4%4,0853.0%Retail/WholesaleVVisa$2,977,225$5,861 ▼-0.2%10,6683.0%Business ServicesMCKMcKesson$2,823,831$5,369 ▼-0.2%5,2602.8%MedicalVRTXVertex Pharmaceuticals$2,790,217$164,696 ▼-5.6%6,6752.8%MedicalMETAMeta Platforms$2,743,527$2,743,527 ▲New Holding5,6502.7%Computer and TechnologyCBOECboe Global Markets$2,650,489$4,410 ▼-0.2%14,4262.6%Financial ServicesINDAiShares MSCI India ETF$2,114,261$565,529 ▲36.5%40,9822.1%ETFEWWiShares MSCI Mexico ETF$2,037,575$225,119 ▲12.4%29,3982.0%ETFVNMVanEck VietnamETF$786,671$41,492 ▼-5.0%56,5950.8%ETFCencora, Inc.$0$2,786,185 ▼-100.0%00.0%COMGOOGLAlphabet$0$2,685,261 ▼-100.0%00.0%Computer and TechnologyUNHUnitedHealth Group$0$2,395,439 ▼-100.0%00.0%MedicalPANWPalo Alto Networks$0$2,255,832 ▼-100.0%00.0%Computer and TechnologyEWZiShares MSCI Brazil ETF$0$1,684,722 ▼-100.0%00.0%ETFSESEA$0$743,580 ▼-100.0%00.0%Computer and TechnologyKLICKulicke and Soffa Industries$0$684,000 ▼-100.0%00.0%Computer and TechnologyWMTWalmart$0$71,100 ▼-100.0%00.0%Retail/WholesaleShowing largest 100 holdings. 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