J.P. Marvel Investment Advisors, LLC
13F Reported Value
ⓘ$705.2M
Holdings
60
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
J.P. Marvel Investment Advisors, LLC disclosed 60 positions worth $705.2M in its Form 13F-HR for Q1 2026, led by $NVDA (NVIDIA CORP) at 13.7% of the equity portfolio, followed by $LLY and $GOOG. The portfolio is most concentrated in Technology (39.1% 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.
AI Fund Analysis
StableSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
- 90.2#1
Quality
$96.3M552,184 sh - 89.3#2
Quality
$51.1M55,566 sh - 80.2#45
Quality
$51.0M177,469 sh - 76.1
Quality
$47.1M185,627 sh - 72.7
Quality
$35.2M258,884 sh - 82.4
Quality
$35.1M164,243 sh - —
Quality
$32.6M197,873 sh - 35.6
Quality
$32.5M110,541 sh - 74.6
Quality
$26.8M128,731 sh - 83.5
Quality
$18.9M62,560 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 NVIDIA CORP$NVDA | 90.2#1 | $96.3M | 552,184 |
 ELI LILLY & Co$LLY | 89.3#2 | $51.1M | 55,566 |
 Alphabet Inc.$GOOG | 80.2#45 | $51.0M | 177,469 |
 Apple Inc.$AAPL | 76.1 | $47.1M | 185,627 |
 CORNING INC /NY$GLW | 72.7 | $35.2M | 258,884 |
 LAM RESEARCH CORP$LRCX | 82.4 | $35.1M | 164,243 |
 MORGAN STANLEY$MS | — | $32.6M | 197,873 |
 JPMORGAN CHASE & CO$JPM | 35.6 | $32.5M | 110,541 |
 AMAZON COM INC$AMZN | 74.6 | $26.8M | 128,731 |
 VISA INC.$V | 83.5 | $18.9M | 62,560 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of J.P. Marvel Investment Advisors, LLC's 60 positions.
Showing top 10 of 60 holdings.
Sector Allocation
Technology
$276.0M
Healthcare
$135.9M
Financials
$98.2M
Industrials
$73.7M
Materials
$38.1M
Consumer Discretionary
$34.0M
Energy
$19.5M
Utilities
$13.3M
Full Holdings — J.P. Marvel Investment Advisors, LLC (Q1 2026)
All 60 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $NVDA | NVIDIA CORP | $96.3M | 13.7% | -0% | 90.2 |
| 2 | $LLY | ELI LILLY & Co | $51.1M | 7.3% | -0% | 89.3 |
| 3 | $GOOG | Alphabet Inc. | $51.0M | 7.2% | -0% | 80.2 |
| 4 | $AAPL | Apple Inc. | $47.1M | 6.7% | -0% | 76.1 |
| 5 | $GLW | CORNING INC /NY | $35.2M | 5.0% | +0% | 72.7 |
| 6 | $LRCX | LAM RESEARCH CORP | $35.1M | 5.0% | -0% | 82.4 |
| 7 | $MS | MORGAN STANLEY | $32.6M | 4.6% | -0% | — |
| 8 | $JPM | JPMORGAN CHASE & CO | $32.5M | 4.6% | -0% | 35.6 |
| 9 | $AMZN | AMAZON COM INC | $26.8M | 3.8% | -0% | 74.6 |
| 10 | $V | VISA INC. | $18.9M | 2.7% | -0% | 83.5 |
| 11 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $18.7M | 2.6% | -0% | 63.7 |
| 12 |  $ABBV | AbbVie Inc. | $17.5M | 2.5% | +0% | 59.3 |
| 13 |  $JNJ | JOHNSON & JOHNSON | $16.5M | 2.3% | +0% | 72.8 |
| 14 |  $DE | DEERE & CO | $15.6M | 2.2% | +0% | 57.4 |
| 15 |  $MSFT | MICROSOFT CORP | $15.3M | 2.2% | -1% | 83.7 |
| 16 |  $CSCO | CISCO SYSTEMS, INC. | $14.7M | 2.1% | +0% | 72.3 |
| 17 |  $BAC | BANK OF AMERICA CORP /DE/ | $13.5M | 1.9% | -0% | 68.4 |
| 18 |  $BMY | BRISTOL MYERS SQUIBB CO | $10.5M | 1.5% | +6% | 70.1 |
| 19 |  $MMM | 3M CO | $10.1M | 1.4% | -0% | 60.7 |
| 20 |  $GE | GENERAL ELECTRIC CO | $9.0M | 1.3% | +0% | 74.8 |
| 21 |  $CAT | CATERPILLAR INC | $8.3M | 1.2% | +0% | 67.8 |
| 22 |  $XOM | EXXON MOBIL CORP | $7.5M | 1.1% | +6% | 61.8 |
| 23 |  $ABT | ABBOTT LABORATORIES | $7.0M | 1.0% | -2% | 67 |
| 24 |  $GEV | GE Vernova Inc. | $6.9M | 1.0% | +0% | 70.1 |
| 25 |  $CLH | CLEAN HARBORS INC | $6.9M | 1.0% | +0% | 56.3 |
| 26 |  $EOG | EOG RESOURCES INC | $6.8M | 1.0% | -1% | 71.1 |
| 27 |  $CRL | CHARLES RIVER LABORATORIES INTERNATIONAL, INC. | $6.4M | 0.9% | +0% | 47.1 |
| 28 |  $AWK | American Water Works Company, Inc. | $6.1M | 0.9% | -0% | 61.7 |
| 29 |  $SHW | SHERWIN WILLIAMS CO | $5.7M | 0.8% | +0% | 65.3 |
| 30 |  $PG | PROCTER & GAMBLE Co | $5.7M | 0.8% | -0% | 72.9 |
| 31 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $5.6M | 0.8% | +0% | 66.7 |
| 32 |  $DHR | DANAHER CORP /DE/ | $5.3M | 0.8% | -0% | 63.9 |
| 33 |  $AXON | AXON ENTERPRISE, INC. | $5.3M | 0.8% | -0% | 55.6 |
| 34 |  $MDT | Medtronic plc | $5.1M | 0.7% | +3% | — |
| 35 |  $KO | COCA COLA CO | $4.5M | 0.6% | +3% | 74 |
| 36 |  $CVX | CHEVRON CORP | $4.4M | 0.6% | +11% | 54.7 |
| 37 |  $VRTX | VERTEX PHARMACEUTICALS INC / MA | $3.5M | 0.5% | +0% | 76.6 |
| 38 |  $MRK | Merck & Co., Inc. | $3.4M | 0.5% | +0% | 70.9 |
| 39 |  $DELL | Dell Technologies Inc. | $3.0M | 0.4% | +0% | 76 |
| 40 |  $AEM | AGNICO EAGLE MINES LTD | $2.9M | 0.4% | +0% | — |
| 41 |  $CARR | CARRIER GLOBAL Corp | $2.7M | 0.4% | -1% | 61.5 |
| 42 |  $ALNY | ALNYLAM PHARMACEUTICALS, INC. | $2.4M | 0.3% | +0% | 60.9 |
| 43 |  $SPY | SPDR S&P 500 ETF TRUST | $2.3M | 0.3% | +0% | — |
| 44 |  $MRNA | Moderna, Inc. | $2.3M | 0.3% | +12% | 15.9 |
| 45 |  $AVGO | Broadcom Inc. | $2.0M | 0.3% | +0% | 86.4 |
| 46 |  $TXN | TEXAS INSTRUMENTS INC | $2.0M | 0.3% | +0% | 70.4 |
| 47 |  $GOOGL | Alphabet Inc. | $1.9M | 0.3% | +0% | 80.2 |
| 48 |  $HSY | HERSHEY CO | $1.7M | 0.2% | +0% | 59.4 |
| 49 |  $SYY | SYSCO CORP | $1.5M | 0.2% | +1% | 58.4 |
| 50 |  $T | AT&T INC. | $1.3M | 0.2% | +1% | 71.9 |
| 51 |  $VRT | Vertiv Holdings Co | $1.2M | 0.2% | +0% | 82.7 |
| 52 |  $GD | GENERAL DYNAMICS CORP | $1.0M | 0.1% | +0% | 73 |
| 53 |  $VLTO | Veralto Corp | $827,523 | 0.1% | -1% | 74.4 |
| 54 |  $DBRG | DigitalBridge Group, Inc. | $766,698 | 0.1% | +0% | 52.9 |
| 55 |  $EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | $766,147 | 0.1% | +0% | 66.4 |
| 56 |  $QCOM | QUALCOMM INC/DE | $739,842 | 0.1% | +0% | 81.9 |
| 57 | — | ISHARES TR | $425,102 | 0.1% | +0% | — |
| 58 | — | ISHARES TR | $298,092 | 0.0% | +0% | — |
| 59 |  $PEP | PEPSICO INC | $284,492 | 0.0% | -3% | 62.7 |
| 60 |  $DUK | Duke Energy CORP | $237,133 | 0.0% | +0% | 64 |
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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.
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