Instuitional Investor - Marvin & Palmer Associates Inc

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Nvidia Corp	NVDA	55,957	$9,758,901	11.68%
2.	Rtx Corp	RTX	33,179	$6,400,229	7.66%
3.	Valero Energy Corp	VLO	16,210	$4,005,167	4.79%
4.	Spdr Series Trust		30,136	$3,849,271	4.61%
5.	Taiwan Semiconductor Manufacturing Co Ltd	TSM	11,236	$3,797,206	4.55%