CIK: 0001426755
Total reported value
$705.2M
Reporting period: 2026-03-31 · Number of holdings: 60
J.P. Marvel Investment Advisors, LLC disclosed 60 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $705.2M and a quarterly turnover rate of 13.8%.
Browse other institutions with $100M to $1B AUMBrowse other institutions starting with "J"
J.P. Marvel Investment Advisors, LLC's disclosed holdings carry a Herfindahl concentration index of 0.051 — mathematically equivalent to about 20 equally-sized positions, well below its 60 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 1.44), with a handful of outsized bets alongside many smaller positions.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Add GLW
0.0% $12.5M
Add LRCX
-0.0% $7.0M
Trim LLY
-0.1% -$8.7M
Trim NVDA
-0.1% -$6.8M
Trim MSFT
-1.1% -$4.9M
Trim GOOGL
-0.0% -$4.5M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 13.66% | -0.66% | -0.13% | |
| 2 | LLY | Eli Lilly & Co | Stock-Healthcare | 7.25% | -1.05% | -0.09% | |
| 3 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 7.24% | -0.48% | -0.02% | |
| 4 | AAPL | Apple INC | Stock-Tech | 6.68% | -0.33% | -0.01% | |
| 5 | GLW | Corning INC | Stock-Tech | 4.99% | +1.84% | — | |
| 6 | LRCX | Lam Research CORP | Stock-Tech | 4.98% | +1.07% | -0.03% | |
| 7 | MS | Morgan Stanley | Stock-Financials | 4.62% | -0.27% | -0.15% | |
| 8 | JPM | Jpmorgan Chase & Co | Stock-Financials | 4.61% | -0.34% | -0.13% | |
| 9 | AMZN | Amazon.com INC | Stock-Consumer Disc | 3.80% | -0.33% | -0.03% | |
| 10 | V | Visa Inc-class A Shares | Stock-Financials | 2.68% | -0.38% | -0.38% | |
| 11 | TMO | Thermo Fisher Scientific INC | Stock-Healthcare | 2.65% | -0.42% | -0.22% | |
| 12 | ABBV | Abbvie INC | Stock-Healthcare | 2.48% | -0.07% | +0.00% | |
| 13 | JNJ | Johnson & Johnson | Stock-Healthcare | 2.34% | +0.40% | +0.03% | |
| 14 | DE | Deere & Co | Stock-Industrials | 2.21% | +0.42% | +0.20% | |
| 15 | MSFT | Microsoft CORP | Stock-Tech | 2.16% | -0.64% | -1.11% | |
| 16 | CSCO | Cisco Systems INC | Stock-Tech | 2.08% | +0.06% | +0.08% | |
| 17 | BAC | Bank Of America CORP | Stock-Financials | 1.91% | -0.21% | -0.26% | |
| 18 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 1.49% | +0.26% | +5.65% | |
| 19 | MMM | 3m Co | Stock-Industrials | 1.43% | -0.12% | -0.35% | |
| 20 | GE | General Electric | Stock-Industrials | 1.27% | -0.08% | — | |
| 21 | CAT | Caterpillar INC | Stock-Industrials | 1.18% | +0.25% | — | |
| 22 | XOM | Exxon Mobil CORP | Stock-Energy | 1.07% | +0.37% | +6.42% | |
| 23 | ABT | Abbott Laboratories | Stock-Healthcare | 1.00% | -0.22% | -2.24% | |
| 24 | GEV | GE Vernova INC | Stock-Industrials | 0.98% | +0.26% | — | |
| 25 | CLH | Clean Harbors INC | Stock-Industrials | 0.98% | +0.19% | — | |
| 26 | EOG | Eog Resources INC | Stock-Energy | 0.96% | +0.27% | -0.66% | |
| 27 | CRL | Charles River Laboratories | Stock-Healthcare | 0.91% | -0.12% | +0.14% | |
| 28 | AWK | American Water Works Co INC | Stock-Utilities | 0.87% | +0.05% | -0.33% | |
| 29 | SHW | Sherwin-williams Co/the | Stock-Materials | 0.81% | — | — | |
| 30 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.81% | — | -0.13% | |
| 31 | IBM | Intl Business Machines CORP | Stock-Tech | 0.80% | -0.15% | +0.16% | |
| 32 | DHR | Danaher CORP | Stock-Healthcare | 0.76% | -0.14% | -0.02% | |
| 33 | AXON | Axon Enterprise INC | Stock-Industrials | 0.75% | -0.23% | -0.18% | |
| 34 | MDT | Medtronic plc | Stock-Healthcare | 0.73% | -0.04% | +3.07% | |
| 35 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.63% | +0.08% | +2.55% | |
| 36 | CVX | Chevron CORP | Stock-Energy | 0.63% | +0.22% | +10.72% | |
| 37 | VRTX | Vertex Pharmaceuticals INC | Stock-Healthcare | 0.50% | — | — | |
| 38 | MRK | Merck & Co. INC. | Stock-Healthcare | 0.49% | +0.07% | — | |
| 39 | DELL | Dell Technologies -c | Stock-Tech | 0.43% | +0.11% | — | |
| 40 | AEM | Agnico Eagle Mines LTD | Stock-Materials | 0.41% | +0.07% | +0.06% | |
| 41 | CARR | Carrier Global CORP | Stock-Industrials | 0.39% | +0.03% | -1.12% | |
| 42 | ALNY | Alnylam Pharmaceuticals INC | Stock-Healthcare | 0.33% | -0.06% | — | |
| 43 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.33% | -0.01% | — | |
| 44 | MRNA | Moderna INC | Stock-Healthcare | 0.32% | +0.16% | +12.25% | |
| 45 | AVGO | Broadcom INC | Stock-Tech | 0.29% | -0.02% | — | |
| 46 | TXN | Texas Instruments INC | Stock-Tech | 0.28% | +0.04% | — | |
| 47 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.27% | -0.02% | — | |
| 48 | HSY | Hershey Co/the | Stock-Consumer Staples | 0.24% | +0.04% | — | |
| 49 | SYY | Sysco CORP | Stock-Consumer Staples | 0.22% | — | +0.89% | |
| 50 | T | At&t INC | Stock-Comm Services | 0.18% | +0.03% | +0.87% |
Performance for Q3 2026
+6.4%
Performance Last 4 Quarters
+34.1%
Based on 74% of reported portfolio value with available pricing
| Period | Holdings | Total value | Stability | Top holdings |
|---|---|---|---|---|
| 2026-03-31 | 60 | $705.2M | 14 | |
| 2025-12-31 | 60 | $720.1M | 12 | |
| 2025-09-30 | 61 | $687.9M | 29 | |
| 2025-06-30 | 64 | $621.0M | 0 | |
| 2025-03-31 | 69 | $578.0M | 100 | |
| 2024-12-31 | 68 | $605.9M | 0 | |
| 2024-09-30 | 75 | $612.9M | 0 | |
| 2024-06-30 | 73 | $609.7M | 0 | |
| 2024-03-31 | 73 | $578.2M | 0 | |
| 2023-12-31 | 71 | $504.8M | 0 | |
| 2023-09-30 | 69 | $464.5M | 0 | |
| 2023-06-30 | 70 | $479.2M | 0 | |
| 2023-03-31 | 71 | $443.4M | 0 | |
| 2022-12-31 | 70 | $426.2M | 0 | |
| 2022-09-30 | 69 | $392.6M | 0 | |
| 2022-06-30 | 68 | $415.8M | 0 | |
| 2022-03-31 | 69 | $491.4M | 0 | |
| 2021-12-31 | 70 | $511.7M | 0 | |
| 2021-09-30 | 57 | $332.1M | 0 | |
| 2021-06-30 | 73 | $470.3M | 12 | |
| 2021-03-31 | 73 | $422.4M | 14 | |
| 2020-12-31 | 70 | $386.9M | 13 | |
| 2020-09-30 | 68 | $347.6M | 16 | |
| 2020-06-30 | 65 | $316.3M | 25 | |
| 2020-03-31 | 64 | $264.0M | 32 | |
| 2019-12-31 | 70 | $345.9M | 64 | |
| 2019-09-30 | 78 | $312.2M | 21 | |
| 2019-03-31 | 77 | $308.6M | 22 | |
| 2018-12-31 | 77 | $277.3M | 50 | |
| 2018-06-30 | 83 | $326.4M | 21 | |
| 2018-03-31 | 83 | $323.9M | 8 | |
| 2017-12-31 | 83 | $328.2M | 13 | |
| 2017-09-30 | 84 | $314.3M | 14 | |
| 2017-06-30 | 86 | $302.3M | 10 | |
| 2017-03-31 | 85 | $302.3M | 12 | |
| 2016-12-31 | 84 | $292.6M | 17 | |
| 2016-09-30 | 84 | $282.0M | 21 | |
| 2016-06-30 | 80 | $285.4M | 15 | |
| 2016-03-31 | 86 | $277.7M | 13 | |
| 2015-12-31 | 86 | $287.4M | 18 | |
| 2015-06-30 | 83 | $297.1M | 10 | |
| 2015-03-31 | 84 | $293.7M | 12 | |
| 2014-12-31 | 88 | $287.5M | 23 | |
| 2014-09-30 | 85 | $276.3M | 13 | |
| 2014-06-30 | 84 | $293.8M | 9 | |
| 2014-03-31 | 83 | $283.8M | 12 | |
| 2013-12-31 | 82 | $279.4M | 15 | |
| 2013-09-30 | 84 | $258.0M | 15 | |
| 2013-06-30 | 77 | $240.2M | — |
J.P. Marvel Investment Advisors, LLC's most significant position changes for 2026-03-31: Trim: Lam Research CORP (LRCX) — shares -0.03%; Trim: Eli Lilly & Co (LLY) — shares -0.09%; Trim: Nvidia CORP (NVDA) — shares -0.13%; Trim: Microsoft CORP (MSFT) — shares -1.11%; Trim: Alphabet Inc-cl A (GOOGL) — shares -0.02%.
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GLW | Corning INC | +1.8% | — | Unchanged |
| 2 | LRCX | Lam Research CORP | +1.1% | -0.03% | Trim |
| 3 | DE | Deere & Co | +0.4% | +0.20% | Add |
| 4 | JNJ | Johnson & Johnson | +0.4% | +0.03% | Add |
| 5 | XOM | Exxon Mobil CORP | +0.4% | +6.42% | Add |
| 6 | EOG | Eog Resources INC | +0.3% | -0.66% | Trim |
| 7 | GEV | GE Vernova INC | +0.3% | — | Unchanged |
| 8 | BMY | Bristol-myers Squibb Co | +0.3% | +5.65% | Add |
| 9 | CAT | Caterpillar INC | +0.3% | — | Unchanged |
| 10 | CVX | Chevron CORP | +0.2% | +10.72% | Add |
| 11 | CLH | Clean Harbors INC | +0.2% | — | Unchanged |
| 12 | MRNA | Moderna INC | +0.2% | +12.25% | Add |
| 13 | DELL | Dell Technologies -c | +0.1% | — | Unchanged |
| 14 | KO | Coca-cola Co/the | +0.1% | +2.55% | Add |
| 15 | AEM | Agnico Eagle Mines LTD | +0.1% | +0.06% | Add |
| 16 | MRK | Merck & Co. INC. | +0.1% | — | Unchanged |
| 17 | VRT | Vertiv Holdings Co-a | +0.1% | — | Unchanged |
| 18 | CSCO | Cisco Systems INC | +0.1% | +0.08% | Add |
| 19 | AWK | American Water Works Co INC | +0.1% | -0.33% | Trim |
| 20 | TXN | Texas Instruments INC | 0% | — | Unchanged |
| 21 | HSY | Hershey Co/the | 0% | — | Unchanged |
| 22 | T | At&t INC | 0% | +0.87% | Add |
| 23 | CARR | Carrier Global CORP | 0% | -1.12% | Trim |
| 24 | EPD | Enterprise Products Partners | 0% | — | Unchanged |
| 25 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | — | Unchanged |
| 26 | VLTO | Veralto CORP | 0% | -0.58% | Trim |
| 27 | AVGO | Broadcom INC | 0% | — | Unchanged |
| 28 | GOOG | Alphabet Inc-cl C | 0% | — | Unchanged |
| 29 | MDT | Medtronic plc | 0% | +3.07% | Add |
| 30 | QCOM | Qualcomm INC | 0% | — | Unchanged |
| 31 | ALNY | Alnylam Pharmaceuticals INC | -0.1% | — | Unchanged |
| 32 | ABBV | Abbvie INC | -0.1% | +0.00% | Add |
| 33 | GE | General Electric | -0.1% | — | Unchanged |
| 34 | MMM | 3m Co | -0.1% | -0.35% | Trim |
| 35 | CRL | Charles River Laboratories | -0.1% | +0.14% | Add |
| 36 | DHR | Danaher CORP | -0.1% | -0.02% | Trim |
| 37 | IBM | Intl Business Machines CORP | -0.2% | +0.16% | Add |
| 38 | BAC | Bank Of America CORP | -0.2% | -0.26% | Trim |
| 39 | ABT | Abbott Laboratories | -0.2% | -2.24% | Trim |
| 40 | AXON | Axon Enterprise INC | -0.2% | -0.18% | Trim |
| 41 | MS | Morgan Stanley | -0.3% | -0.15% | Trim |
| 42 | AAPL | Apple INC | -0.3% | -0.01% | Trim |
| 43 | AMZN | Amazon.com INC | -0.3% | -0.03% | Trim |
| 44 | JPM | Jpmorgan Chase & Co | -0.3% | -0.13% | Trim |
| 45 | V | Visa Inc-class A Shares | -0.4% | -0.38% | Trim |
| 46 | TMO | Thermo Fisher Scientific INC | -0.4% | -0.22% | Trim |
| 47 | GOOGL | Alphabet Inc-cl A | -0.5% | -0.02% | Trim |
| 48 | MSFT | Microsoft CORP | -0.6% | -1.11% | Trim |
| 49 | NVDA | Nvidia CORP | -0.7% | -0.13% | Trim |
| 50 | LLY | Eli Lilly & Co | -1.1% | -0.09% | Trim |
| Period | Filed | Type | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-05-06 | 13F-HR | View on EDGAR |
| 2025-12-31 | 2026-01-29 | 13F-HR | View on EDGAR |
| 2025-09-30 | 2025-11-12 | 13F-HR | View on EDGAR |
| 2025-06-30 | 2025-08-14 | 13F-HR | View on EDGAR |
| 2025-03-31 | 2025-05-07 | 13F-HR | View on EDGAR |
| 2024-12-31 | 2025-01-30 | 13F-HR | View on EDGAR |
| 2024-09-30 | 2024-10-31 | 13F-HR | View on EDGAR |
| 2024-06-30 | 2024-07-26 | 13F-HR | View on EDGAR |
| 2024-03-31 | 2024-05-08 | 13F-HR | View on EDGAR |
| 2023-12-31 | 2024-02-13 | 13F-HR | View on EDGAR |
| 2023-09-30 | 2023-11-15 | 13F-HR | View on EDGAR |
| 2023-06-30 | 2023-08-10 | 13F-HR | View on EDGAR |
| 2023-03-31 | 2023-05-15 | 13F-HR | View on EDGAR |
| 2022-12-31 | 2023-01-18 | 13F-HR | View on EDGAR |
| 2022-09-30 | 2022-10-25 | 13F-HR | View on EDGAR |
| 2022-06-30 | 2022-08-02 | 13F-HR | View on EDGAR |
| 2022-03-31 | 2022-05-12 | 13F-HR | View on EDGAR |
| 2021-12-31 | 2022-02-14 | 13F-HR | View on EDGAR |
| 2021-09-30 | 2021-11-15 | 13F-HR | View on EDGAR |
| 2021-06-30 | 2021-09-09 | 13F-HR | View on EDGAR |
| 2021-03-31 | 2021-09-09 | 13F-HR | View on EDGAR |
| 2020-12-31 | 2021-09-09 | 13F-HR | View on EDGAR |
| 2020-09-30 | 2021-09-09 | 13F-HR | View on EDGAR |
| 2020-06-30 | 2021-09-09 | 13F-HR | View on EDGAR |
| 2020-03-31 | 2021-09-09 | 13F-HR | View on EDGAR |
| 2019-12-31 | 2021-09-09 | 13F-HR | View on EDGAR |
| 2019-09-30 | 2019-11-20 | 13F-HR | View on EDGAR |
| 2019-03-31 | 2019-05-16 | 13F-HR | View on EDGAR |
| 2018-12-31 | 2019-02-13 | 13F-HR | View on EDGAR |
| 2018-06-30 | 2018-08-15 | 13F-HR | View on EDGAR |
| 2018-03-31 | 2018-05-16 | 13F-HR | View on EDGAR |
| 2017-12-31 | 2018-02-14 | 13F-HR | View on EDGAR |
| 2017-09-30 | 2017-11-13 | 13F-HR | View on EDGAR |
| 2017-06-30 | 2017-08-24 | 13F-HR | View on EDGAR |
| 2017-03-31 | 2017-05-23 | 13F-HR | View on EDGAR |
| 2016-12-31 | 2017-02-23 | 13F-HR | View on EDGAR |
| 2016-09-30 | 2016-11-17 | 13F-HR | View on EDGAR |
| 2016-06-30 | 2016-08-15 | 13F-HR | View on EDGAR |
| 2016-03-31 | 2016-05-26 | 13F-HR | View on EDGAR |
| 2015-12-31 | 2016-03-10 | 13F-HR | View on EDGAR |
| 2015-06-30 | 2015-08-13 | 13F-HR | View on EDGAR |
| 2015-03-31 | 2015-05-28 | 13F-HR | View on EDGAR |
| 2014-12-31 | 2015-05-28 | 13F-HR | View on EDGAR |
| 2014-09-30 | 2014-11-17 | 13F-HR | View on EDGAR |
| 2014-06-30 | 2014-08-14 | 13F-HR | View on EDGAR |
| 2014-03-31 | 2014-05-22 | 13F-HR | View on EDGAR |
| 2013-12-31 | 2014-05-22 | 13F-HR | View on EDGAR |
| 2013-09-30 | 2013-11-13 | 13F-HR | View on EDGAR |
| 2013-06-30 | 2013-08-15 | 13F-HR | View on EDGAR |
Institutions with a similar AUM
CIK 0001085146
Total reported value
$705.1M
364 stks
2016-09-30
Stale — no recent filing
AUM within 0.0% of this institution
CIK 0001632283
Total reported value
$705.4M
193 stks
2026-03-31
AUM within 0.0% of this institution
CIK 0000885062
Total reported value
$704.0M
56 stks
2026-03-31
AUM within 0.2% of this institution
Institutions with overlapping top holdings
CIK 0001008937
Total reported value
$1.2B
1,005 stks
2026-06-30
4 of the top 5 holdings overlap, including Apple INC
CIK 0001356407
Total reported value
$323.8M
494 stks
2026-03-31
4 of the top 5 holdings overlap, including Nvidia CORP
CIK 0001722436
Total reported value
$259.7M
197 stks
2026-03-31
4 of the top 5 holdings overlap, including Alphabet Inc-cl A