StockDriftsStockDriftsTop 21 Marvin & Palmer Associates Inc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORP | 11.68% | 56.0K | $9.8M | +0.05%(+27) | $112.09(+73.82%) | 2026-03-31 | |
| RTX | RTX CORP | 7.66% | 33.2K | $6.4M | -7.81%(-2.81K) | $129.70(+53.63%) | 2026-03-31 | |
| VLO | VALERO ENERGY CORP | 4.79% | 16.2K | $4.0M | new | $204.93(+30.66%) | 2026-03-31 | |
| XBI | SPDR S&P BIOTECH ETF | 4.61% | 30.1K | $3.8M | +11.86%(+3.20K) | $98.84(+62.35%) | 2026-03-31 | |
| TSM | TAIWAN SEMICONDUCTOR MANUFACTURING SPON | 4.55% | 11.2K | $3.8M | -10.86%(-1.37K) | $289.07(+50.19%) | 2026-03-31 | |
| C | CITIGROUP INC | 4.52% | 33.3K | $3.8M | -60.35%(-50.68K) | $94.75(+47.72%) | 2026-03-31 | |
| BKR | BAKER HUGHES CO | 4.5% | 61.5K | $3.8M | new | $53.30(-0.97%) | 2026-03-31 | |
| CAT | CATERPILLAR INC | 4.47% | 5.3K | $3.7M | -18.74%(-1.22K) | $234.20(+311.41%) | 2026-03-31 | |
| TJX | TJX COS INC/THE | 4.46% | 23.3K | $3.7M | -0.12%(-27) | $149.07(+3.48%) | 2026-03-31 | |
| IBB | ISHARES BIOTECHNOLOGY ETF | 4.41% | 21.8K | $3.7M | -48.31%(-20.39K) | $144.79(+35.16%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +21.56% | +79.63% |
| Top 20 Holdings Unweighted | +22.54% | +83.98% |
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