J.P. Marvel Investment Advisors, LLC
Sector Allocation
- Technology41.2%$358.6M
- Healthcare20.9%$181.8M
- Financials13.2%$114.8M
- Materials8.4%$73.0M
- Industrials7.3%$63.5M
- Consumer Discretionary3.8%$32.7M
- Energy1.9%$16.5M
- Utilities1.5%$13.1M
- Consumer Staples1.4%$12.2M
- Other0.5%$3.9M
AUM History
13fpro.ai/research/fund/j-p-marvel-investment-advisors-llc-1426755
Conviction and streaks
Concentrating · top 10 = 64.2%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
NVDA
$109.6MLRCX
$69.6MLLY
$67.0MGLW
$64.9MGOOGL
$63.6MAAPL
$53.8MMS
$41.4MJPM
$36.2MAMZN
$30.7MCSCO
$22.3MV
$21.4MABBV
$20.2MTMO
$19.0MDE
$17.6MJNJ
$17.2MBAC
$15.8MMSFT
$15.4MCAT
$12.6MGE
$11.8MMMM
$11.1M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/j-p-marvel-investment-advisors-llc-1426755
J.P. Marvel Investment Advisors, LLC 13F holdings — Q2 2026
$871.2M portfolio (+23.6% QoQ) · 64 holdings · Q2 2026 13F · top 10 are 64% of the stock portfolio
$109.6M
12.6% of stocks
-0.8%This quarter+7.6%Since filed10+ qtrsHeld$69.6M
8.0% of stocks
-2%This quarter-18.9%Since filed10+ qtrsHeld$67.0M
7.7% of stocks
+0.5%This quarter+11.3%Since filed10+ qtrsHeld$64.9M
7.5% of stocks
-2%This quarter-7.6%Since filed10+ qtrsHeld$63.6M
7.3% of stocks
+0.2%This quarter-11.9%Since filed10+ qtrsHeld$53.8M
6.2% of stocks
+0.1%This quarter+11.3%Since filed10+ qtrsHeld$41.4M
4.8% of stocks
+0.0%This quarter-12.8%Since filed10+ qtrsHeld$36.2M
4.2% of stocks
+0.2%This quarter-5.0%Since filed10+ qtrsHeld$30.7M
3.5% of stocks
+0.1%This quarter-8.3%Since filed10+ qtrsHeld$22.3M
2.6% of stocks
+0.3%This quarter-5.0%Since filed10+ qtrsHeld
All holdings — J.P. Marvel Investment Advisors, LLC (Q2 2026)
64 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | VISA INC. | Financials | $21.4M | 2.5% | 62K | -0.1% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | AbbVie Inc. | Healthcare | $20.2M | 2.3% | 80K | +0.1% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | THERMO FISHER SCIENTIFIC INC. | Healthcare | $19.0M | 2.2% | 38K | -0.3% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | DEERE & CO | Industrials | $17.6M | 2.0% | 28K | +0.2% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | JOHNSON & JOHNSON | Healthcare | $17.2M | 2.0% | 68K | — | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | BANK OF AMERICA CORP /DE/ | Financials | $15.8M | 1.8% | 277K | +0.1% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | MICROSOFT CORP | Technology | $15.4M | 1.8% | 41K | -0.1% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | CATERPILLAR INC | Industrials | $12.6M | 1.4% | 12K | +1% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | GENERAL ELECTRIC CO | Industrials | $11.8M | 1.4% | 32K | — | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | 3M CO | Healthcare | $11.1M | 1.3% | 69K | -1% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | BRISTOL MYERS SQUIBB CO | Healthcare | $9.9M | 1.1% | 172K | -0.9% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | GE Vernova Inc. | Industrials | $9.4M | 1.1% | 7,961 | +0.3% | 9 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | CHARLES RIVER LABORATORIES INTERNATIONAL, INC. | Healthcare | $8.5M | 1.0% | 37K | — | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | Dell Technologies Inc. | Technology | $8.0M | 0.9% | 18K | +1% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | CLEAN HARBORS INC | Utilities | $7.1M | 0.8% | 24K | -0.9% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $AXON | AXON ENTERPRISE, INC. | Industrials | $6.9M | 0.8% | 12K | -0.2% | |||
| 27 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $6.5M | 0.8% | 23K | -0.1% | |||
| 28 | $EOG | EOG RESOURCES INC | Energy | $6.1M | 0.7% | 47K | +0.2% | |||
| 29 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $6.0M | 0.7% | 44K | -0.1% | |||
| 30 | $ABT | ABBOTT LABORATORIES | Healthcare | $6.0M | 0.7% | 66K | -3% | |||
| 31 | $SHW | SHERWIN WILLIAMS CO | Materials | $5.8M | 0.7% | 17K | -4% | |||
| 32 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $5.8M | 0.7% | 40K | +0.7% | |||
| 33 | $AWK | American Water Works Company, Inc. | Utilities | $5.7M | 0.7% | 44K | -3% | |||
| 34 | $DHR | DANAHER CORP /DE/ | Healthcare | $5.4M | 0.6% | 28K | -0.3% | |||
| 35 | $KO | COCA COLA CO | Consumer Staples | $4.8M | 0.6% | 59K | -0.1% | |||
| 36 | $MDT | Medtronic plc | Healthcare | $4.6M | 0.5% | 59K | -0.1% | |||
| 37 | $VRTX | VERTEX PHARMACEUTICALS INC / MA | Healthcare | $3.9M | 0.5% | 7,810 | -0.6% | |||
| 38 | $MRK | Merck & Co., Inc. | Healthcare | $3.7M | 0.4% | 29K | — | |||
| 39 | $CARR | CARRIER GLOBAL Corp | Industrials | $3.6M | 0.4% | 49K | +1% | |||
| 40 | $CVX | CHEVRON CORP | Energy | $3.6M | 0.4% | 22K | +0.3% | |||
| 41 | $MRNA | Moderna, Inc. | Healthcare | $3.2M | 0.4% | 46K | +3% | |||
| 42 | $TXN | TEXAS INSTRUMENTS INC | Technology | $3.0M | 0.3% | 10K | — | |||
| 43 | $SPY | SPDR S&P 500 ETF TRUST | — | $2.7M | 0.3% | 3,582 | — | |||
| 44 | $AVGO | Broadcom Inc. | Technology | $2.5M | 0.3% | 6,634 | +2% | |||
| 45 | $AEM | AGNICO EAGLE MINES LTD | Materials | $2.2M | 0.3% | 14K | -0.2% | |||
| 46 | $ALNY | ALNYLAM PHARMACEUTICALS, INC. | Healthcare | $2.1M | 0.3% | 7,105 | — | |||
| 47 | $SYY | SYSCO CORP | Consumer Discretionary | $1.8M | 0.2% | 22K | — | |||
| 48 | $VRT | Vertiv Holdings Co | Technology | $1.6M | 0.2% | 4,746 | +3% | |||
| 49 | $HSY | HERSHEY CO | Consumer Staples | $1.4M | 0.2% | 8,000 | — | |||
| 50 | $GD | GENERAL DYNAMICS CORP | Industrials | $1.1M | 0.1% | 3,000 | — | |||
| 51 | $QCOM | QUALCOMM INC/DE | Technology | $1.1M | 0.1% | 5,745 | — | |||
| 52 | $GOOG | Alphabet Inc. | Technology | $1.0M | 0.1% | 2,930 | -56% | |||
| 53 | $T | AT&T INC. | Communication Services | $931K | 0.1% | 45K | — | |||
| 54 | $VLTO | Veralto Corp | Technology | $812K | 0.1% | 9,152 | -2% | |||
| 55 | $EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | Energy | $775K | 0.1% | 21K | +4% | |||
| 56 | — | ISHARES TR - CORE S&P MCP ETF | — | $514K | 0.1% | 6,670 | +6% | |||
| 57 | — | ISHARES TR - MSCI EAFE ETF | — | $319K | 0.0% | 3,069 | — | |||
| 58 | $RTX | RTX Corp | Industrials | $296K | 0.0% | 1,560 | New | |||
| 59 | $PEP | PEPSICO INC | Consumer Staples | $248K | 0.0% | 1,832 | — | |||
| 60 | — | ETF OPPORTUNITIES TRUST - APPLIED FINA VAL | — | $233K | 0.0% | 5,038 | New | |||
| 61 | $DUK | Duke Energy CORP | Utilities | $229K | 0.0% | 1,811 | — | |||
| 62 | $FAST | FASTENAL CO | Industrials | $221K | 0.0% | 4,600 | New | |||
| 63 | — | ISHARES TR - CORE MSCI EAFE | — | $206K | 0.0% | 2,130 | New | |||
| 64 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $203K | 0.0% | 577 | New |
What changed in Q2 2026
Against the previous quarter's 13F: 5 new, 22 added to, 22 trimmed, 1 sold out. Share-count changes; largest moves by dollar size first.
New positions (5)
Added to (22)
now $67.0M · held 10+ qtrs
now $63.6M · held 10+ qtrs
now $12.6M · held 10+ qtrs
$DELLDell Technologies Inc.+1%
now $8.0M · held 10+ qtrs
$MRNAModerna, Inc.+3%
now $3.2M · held 10+ qtrs, 2 adds in a row
now $22.3M · held 10+ qtrs
+16 more in the Excel export
Trimmed (22)
now $69.6M · held 10+ qtrs
$GOOGAlphabet Inc.-56%
now $1.0M · held 10+ qtrs
now $64.9M · held 10+ qtrs
now $109.6M · held 10+ qtrs
$SHWSHERWIN WILLIAMS CO-4%
now $5.8M · held 10+ qtrs
$ABTABBOTT LABORATORIES-3%
now $6.0M · held 10+ qtrs, 2 trims in a row
+16 more in the Excel export
Sold out (1)
$DBRG-PHDigitalBridge Group, Inc.was $767K
held 3 qtrs
Holdings by quarter
Every 13F J.P. Marvel Investment Advisors, LLC has filed, 41 earlier quarters. Pick one to see what it held then.
Is it too late to follow J.P. Marvel Investment Advisors?
Q2 2026 13F filed with the SEC on Jul 31, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of J.P. Marvel Investment Advisors's top 20 holdings: 77/100 (our AI quality score, weighted by position size; 20 of the 20 are scored)
Top 10 since filing
-2.6%
Value-weighted move of the 10 largest stock positions
Turnover
0%
Last quarter; 2% over the last 4
Top 10 weight
64%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
100%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
J.P. Marvel Investment Advisors, LLC disclosed 64 positions worth $871.2M in its Form 13F-HR for Q2 2026, led by $NVDA (NVIDIA CORP) at 12.6% of the equity portfolio, followed by $LRCX and $LLY. During the quarter the fund opened 5 new positions and exited 1 — including a new stake in $RTX and a full exit from $DBRG-PH. The portfolio is most concentrated in Technology (41.2% of disclosed assets). All figures are sourced directly from J.P. Marvel Investment Advisors, LLC’s Form 13F-HR filing with the SEC under CIK 1426755.
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AI-Powered Hedge Fund Analysis: J.P. Marvel Investment Advisors, LLC
13F Pro is an AI hedge fund tracker and stock research platform. For J.P. Marvel Investment Advisors, LLC (SEC CIK: 1426755), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in J.P. Marvel Investment Advisors, LLC's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.