Marvin & Palmer Associates Inc Activity Analysis: Q2 2026 Portfolio Changes
Marvin & Palmer Associates Inc significantly increased its holdings in SOXX, C, GS, CAT and CSCO while exiting RTX stock completely during the second quarter of 2026.
Marvin & Palmer Associates Inc has released its portfolio activity data for Q2 2026 (as of June 30th), providing valuable insights into their investment strategy. This institutional investor demonstrated a clear focus on increasing exposure to certain sectors and specific stocks during the quarter.
The firm's most notable purchases this period include Interactive Brokers Group Inc (IBKR) which saw its position grow by 100%. Similarly, CSCO experienced a full 100% increase in shares held. Significant additions also occurred with SOXX (ISHARES TR) which increased by 100%, C (CITIGROUP INC) with a substantial 136.67% increase, GS (GOLDMAN SACHS GROUP INC) showing strong growth of 148.08%, and CAT (CATERPILLAR INC) rising by 77.65%. These actions suggest confidence in these specific companies or sectors.
Conversely, Marvin & Palmer Associates Inc completely exited RTX stock (RTX CORPORATION) during Q2 2026, as evidenced by the 100% increase in shares held (which translates to a zero change from prior period perspective for sales). This exit removes approximately $2.7 million worth of stock from their portfolio currently valued at $268k.
The investment strategy appears heavily concentrated, particularly within Financial Services and Technology sectors. Their top five holdings by value allocation account for 34.57% of the total portfolio weight according to available data points. Within these categories, they have shown strong buying interest in Interactive Brokers Group Inc (IBKR), CSCO, SOXX (ISHARES TR), and GS.
Their portfolio now includes several exchange-traded funds or trusts that experienced significant increases: EWT (ISHARES INC) saw a 100% increase, XBI (SPDR SERIES TRUST) increased by 80.14%, EWJ (ISHARES INC) grew by 81.55%, and they initiated KLAC (KLA CORP) with a full position.
Overall, Marvin & Palmer Associates Inc's Q2 activity indicates active management focused on specific large-cap stocks and ETFs within Financial Services and Technology. Their significant buying in established names like CSCO, GS, CAT, and IBKR suggests continued confidence in these areas despite recent market conditions. For more detailed information about this investor or the individual holdings mentioned, please visit marvin-and-palmer-associates-inc and explore their stock profiles at SOXX, C, etc.