JM

J.P. Marvel Investment Advisors, LLC

Diversified strategyMomentum followerQuality / disciplined sizing

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%.

Personality snowflake

Concentration
20.25
Portfolio Stability
13.82
Momentum/Contrarian
100
Sector conviction
65.18
Diversification
100
Sizing Uniformity
85.61

Recent moves

  • 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

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#TickerIssuerAsset SubclassWeightWeight ChangeShares Change4Q Trend
1NVDANvidia CORPStock-Tech13.66%-0.66%-0.13%
2LLYEli Lilly & CoStock-Healthcare7.25%-1.05%-0.09%
3GOOGLAlphabet Inc-cl AStock-Comm Services7.24%-0.48%-0.02%
4AAPLApple INCStock-Tech6.68%-0.33%-0.01%
5GLWCorning INCStock-Tech4.99%+1.84%—
6LRCXLam Research CORPStock-Tech4.98%+1.07%-0.03%
7MSMorgan StanleyStock-Financials4.62%-0.27%-0.15%
8JPMJpmorgan Chase & CoStock-Financials4.61%-0.34%-0.13%
9AMZNAmazon.com INCStock-Consumer Disc3.80%-0.33%-0.03%
10VVisa Inc-class A SharesStock-Financials2.68%-0.38%-0.38%
11TMOThermo Fisher Scientific INCStock-Healthcare2.65%-0.42%-0.22%
12ABBVAbbvie INCStock-Healthcare2.48%-0.07%+0.00%
13JNJJohnson & JohnsonStock-Healthcare2.34%+0.40%+0.03%
14DEDeere & CoStock-Industrials2.21%+0.42%+0.20%
15MSFTMicrosoft CORPStock-Tech2.16%-0.64%-1.11%
16CSCOCisco Systems INCStock-Tech2.08%+0.06%+0.08%
17BACBank Of America CORPStock-Financials1.91%-0.21%-0.26%
18BMYBristol-myers Squibb CoStock-Healthcare1.49%+0.26%+5.65%
19MMM3m CoStock-Industrials1.43%-0.12%-0.35%
20GEGeneral ElectricStock-Industrials1.27%-0.08%—
21CATCaterpillar INCStock-Industrials1.18%+0.25%—
22XOMExxon Mobil CORPStock-Energy1.07%+0.37%+6.42%
23ABTAbbott LaboratoriesStock-Healthcare1.00%-0.22%-2.24%
24GEVGE Vernova INCStock-Industrials0.98%+0.26%—
25CLHClean Harbors INCStock-Industrials0.98%+0.19%—
26EOGEog Resources INCStock-Energy0.96%+0.27%-0.66%
27CRLCharles River LaboratoriesStock-Healthcare0.91%-0.12%+0.14%
28AWKAmerican Water Works Co INCStock-Utilities0.87%+0.05%-0.33%
29SHWSherwin-williams Co/theStock-Materials0.81%——
30PGProcter & Gamble Co/theStock-Consumer Staples0.81%—-0.13%
31IBMIntl Business Machines CORPStock-Tech0.80%-0.15%+0.16%
32DHRDanaher CORPStock-Healthcare0.76%-0.14%-0.02%
33AXONAxon Enterprise INCStock-Industrials0.75%-0.23%-0.18%
34MDTMedtronic plcStock-Healthcare0.73%-0.04%+3.07%
35KOCoca-cola Co/theStock-Consumer Staples0.63%+0.08%+2.55%
36CVXChevron CORPStock-Energy0.63%+0.22%+10.72%
37VRTXVertex Pharmaceuticals INCStock-Healthcare0.50%——
38MRKMerck & Co. INC.Stock-Healthcare0.49%+0.07%—
39DELLDell Technologies -cStock-Tech0.43%+0.11%—
40AEMAgnico Eagle Mines LTDStock-Materials0.41%+0.07%+0.06%
41CARRCarrier Global CORPStock-Industrials0.39%+0.03%-1.12%
42ALNYAlnylam Pharmaceuticals INCStock-Healthcare0.33%-0.06%—
43SPYSs Spdr S&p 500 ETF Trust-usETF-Large Cap & Growth0.33%-0.01%—
44MRNAModerna INCStock-Healthcare0.32%+0.16%+12.25%
45AVGOBroadcom INCStock-Tech0.29%-0.02%—
46TXNTexas Instruments INCStock-Tech0.28%+0.04%—
47GOOGAlphabet Inc-cl CStock-Comm Services0.27%-0.02%—
48HSYHershey Co/theStock-Consumer Staples0.24%+0.04%—
49SYYSysco CORPStock-Consumer Staples0.22%—+0.89%
50TAt&t INCStock-Comm Services0.18%+0.03%+0.87%
1–50 of 60

Holding changes this quarter

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%.

Position changes disclosed by J.P. Marvel Investment Advisors, LLC for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#TickerIssuerWeight ChangeShares ChangeAction
1GLWCorning INC+1.8%—Unchanged
2LRCXLam Research CORP+1.1%-0.03%Trim
3DEDeere & Co+0.4%+0.20%Add
4JNJJohnson & Johnson+0.4%+0.03%Add
5XOMExxon Mobil CORP+0.4%+6.42%Add
6EOGEog Resources INC+0.3%-0.66%Trim
7GEVGE Vernova INC+0.3%—Unchanged
8BMYBristol-myers Squibb Co+0.3%+5.65%Add
9CATCaterpillar INC+0.3%—Unchanged
10CVXChevron CORP+0.2%+10.72%Add
11CLHClean Harbors INC+0.2%—Unchanged
12MRNAModerna INC+0.2%+12.25%Add
13DELLDell Technologies -c+0.1%—Unchanged
14KOCoca-cola Co/the+0.1%+2.55%Add
15AEMAgnico Eagle Mines LTD+0.1%+0.06%Add
16MRKMerck & Co. INC.+0.1%—Unchanged
17VRTVertiv Holdings Co-a+0.1%—Unchanged
18CSCOCisco Systems INC+0.1%+0.08%Add
19AWKAmerican Water Works Co INC+0.1%-0.33%Trim
20TXNTexas Instruments INC0%—Unchanged
21HSYHershey Co/the0%—Unchanged
22TAt&t INC0%+0.87%Add
23CARRCarrier Global CORP0%-1.12%Trim
24EPDEnterprise Products Partners0%—Unchanged
25SPYSs Spdr S&p 500 ETF Trust-us0%—Unchanged
26VLTOVeralto CORP0%-0.58%Trim
27AVGOBroadcom INC0%—Unchanged
28GOOGAlphabet Inc-cl C0%—Unchanged
29MDTMedtronic plc0%+3.07%Add
30QCOMQualcomm INC0%—Unchanged
31ALNYAlnylam Pharmaceuticals INC-0.1%—Unchanged
32ABBVAbbvie INC-0.1%+0.00%Add
33GEGeneral Electric-0.1%—Unchanged
34MMM3m Co-0.1%-0.35%Trim
35CRLCharles River Laboratories-0.1%+0.14%Add
36DHRDanaher CORP-0.1%-0.02%Trim
37IBMIntl Business Machines CORP-0.2%+0.16%Add
38BACBank Of America CORP-0.2%-0.26%Trim
39ABTAbbott Laboratories-0.2%-2.24%Trim
40AXONAxon Enterprise INC-0.2%-0.18%Trim
41MSMorgan Stanley-0.3%-0.15%Trim
42AAPLApple INC-0.3%-0.01%Trim
43AMZNAmazon.com INC-0.3%-0.03%Trim
44JPMJpmorgan Chase & Co-0.3%-0.13%Trim
45VVisa Inc-class A Shares-0.4%-0.38%Trim
46TMOThermo Fisher Scientific INC-0.4%-0.22%Trim
47GOOGLAlphabet Inc-cl A-0.5%-0.02%Trim
48MSFTMicrosoft CORP-0.6%-1.11%Trim
49NVDANvidia CORP-0.7%-0.13%Trim
50LLYEli Lilly & Co-1.1%-0.09%Trim

FAQ

What is J.P. Marvel Investment Advisors, LLC and what type of investor is it?
J.P. Marvel Investment Advisors, LLC is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $705.2M, spread across 60 disclosed positions.
What are J.P. Marvel Investment Advisors, LLC's largest equity positions?
Based on the latest 13F filing, J.P. Marvel Investment Advisors, LLC's top holdings by market value are: 1. Nvidia CORP (NVDA) — $96.3M (13.7%) 2. Eli Lilly & Co (LLY) — $51.1M (7.3%) 3. Alphabet Inc-cl A (GOOGL) — $51.0M (7.2%) 4. Apple INC (AAPL) — $47.1M (6.7%) 5. Corning INC (GLW) — $35.2M (5.0%)
What changes did J.P. Marvel Investment Advisors, LLC make in its most recent portfolio filing?
In the latest reported quarter, J.P. Marvel Investment Advisors, LLC made 34 notable position adjustments: 0 new positions were initiated, 14 existing holdings were added to, 20 positions were partially reduced, and 0 were completely exited. The largest of these moves: 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%
What sectors does J.P. Marvel Investment Advisors, LLC focus on?
J.P. Marvel Investment Advisors, LLC is concentrated in the following sectors based on its current disclosed equity portfolio: • Information Technology: 36.6% • Health Care: 21.3% • Financials: 14.0% • Industrials: 9.7% • Communication Services: 7.7% • Consumer Discretionary: 3.8%