J.P. Marvel Investment Advisors, LLC — 13F Holdings & Portfolio
CIK 1426755 · latest 13F-HR filed 2026-05-06
J.P. Marvel Investment Advisors, LLC manages $705.2M in 13F-reported U.S. long-equity assets across 60 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are NVDA (13.66%), LLY (7.25%), GOOGL (7.24%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 0 new positions, exited 0, added to 24, and trimmed 24.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
$705.2M
Long-equity book
60
Distinct positions
2026-03-31
Filed 2026-05-06
+0 / −0 / ↑24 / ↓24
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- CORNING INC$12.5M +55.3%
- LAM RESEARCH CORP$7.0M +24.8%
- DEERE & CO$2.7M +21.2%
- JOHNSON & JOHNSON$2.5M +18.1%
- EXXON MOBIL CORP$2.5M +50.0%
Top Trims
- ELI LILLY & CO-$8.7M -14.5%
- NVIDIA CORPORATION-$6.8M -6.6%
- MICROSOFT CORP-$4.9M -24.3%
- ALPHABET INC-$4.5M -8.1%
- THERMO FISHER SCIENTIFIC INC-$3.4M -15.4%
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | NVDA | 67066G104 | $96.3M | 13.66% | 552,184 | SH |
| 2 | ELI LILLY & CO | LLY | 532457108 | $51.1M | 7.25% | 55,566 | SH |
| 3 | ALPHABET INC | GOOGL | 02079K305 | $51.0M | 7.24% | 177,469 | SH |
| 4 | APPLE INC | AAPL | 037833100 | $47.1M | 6.68% | 185,627 | SH |
| 5 | CORNING INC | GLW | 219350105 | $35.2M | 4.99% | 258,884 | SH |
| 6 | LAM RESEARCH CORP | LRCX | 512807306 | $35.1M | 4.98% | 164,243 | SH |
| 7 | MORGAN STANLEY | MS | 617446448 | $32.6M | 4.62% | 197,873 | SH |
| 8 | JPMORGAN CHASE & CO | JPM | 46625H100 | $32.5M | 4.61% | 110,541 | SH |
| 9 | AMAZON COM INC | AMZN | 023135106 | $26.8M | 3.80% | 128,731 | SH |
| 10 | VISA INC | V | 92826C839 | $18.9M | 2.68% | 62,560 | SH |
| 11 | THERMO FISHER SCIENTIFIC INC | TMO | 883556102 | $18.7M | 2.65% | 38,035 | SH |
| 12 | ABBVIE INC | ABBV | 00287Y109 | $17.5M | 2.48% | 80,333 | SH |
| 13 | JOHNSON & JOHNSON | JNJ | 478160104 | $16.5M | 2.34% | 67,642 | SH |
| 14 | DEERE & CO | DE | 244199105 | $15.6M | 2.21% | 27,704 | SH |
| 15 | MICROSOFT CORP | MSFT | 594918104 | $15.3M | 2.16% | 41,232 | SH |
| 16 | CISCO SYS INC | CSCO | 17275R102 | $14.7M | 2.08% | 189,375 | SH |
| 17 | BANK AMERICA CORP | BAC | 060505104 | $13.5M | 1.91% | 276,613 | SH |
| 18 | BRISTOL-MYERS SQUIBB CO | BMY | 110122108 | $10.5M | 1.49% | 173,277 | SH |
| 19 | 3M CO | MMM | 88579Y101 | $10.1M | 1.43% | 69,589 | SH |
| 20 | GE AEROSPACE | GE | 369604301 | $9.0M | 1.27% | 31,607 | SH |
| 21 | CATERPILLAR INC | CAT | 149123101 | $8.3M | 1.18% | 11,734 | SH |
| 22 | EXXON MOBIL CORP | XOM | 30231G102 | $7.5M | 1.07% | 44,295 | SH |
| 23 | ABBOTT LABORATORIES | ABT | 002824100 | $7.0M | 1.00% | 68,619 | SH |
| 24 | GE VERNOVA INC | GEV | 36828A101 | $6.9M | 0.98% | 7,936 | SH |
| 25 | CLEAN HARBORS INC | CLH | 184496107 | $6.9M | 0.98% | 24,125 | SH |
| 26 | EOG RES INC | EOG | 26875P101 | $6.8M | 0.96% | 46,851 | SH |
| 27 | CHARLES RIV LABS INTL INC | CRL | 159864107 | $6.4M | 0.91% | 37,286 | SH |
| 28 | AMERICAN WTR WKS CO INC NEW | AWK | 030420103 | $6.1M | 0.87% | 44,994 | SH |
| 29 | SHERWIN WILLIAMS CO | SHW | 824348106 | $5.7M | 0.81% | 17,746 | SH |
| 30 | PROCTER & GAMBLE CO | PG | 742718109 | $5.7M | 0.81% | 39,380 | SH |
| 31 | INTERNATIONAL BUSINESS MACHS | IBM | 459200101 | $5.6M | 0.80% | 23,156 | SH |
| 32 | DANAHER CORP DEL | DHR | 235851102 | $5.3M | 0.76% | 28,180 | SH |
| 33 | AXON ENTERPRISE INC | AXON | 05464C101 | $5.3M | 0.75% | 12,423 | SH |
| 34 | MEDTRONIC PLC | MDT | G5960L103 | $5.1M | 0.73% | 59,416 | SH |
| 35 | COCA COLA CO | KO | 191216100 | $4.5M | 0.63% | 58,566 | SH |
| 36 | CHEVRON CORPORATION | CVX | 166764100 | $4.4M | 0.63% | 21,489 | SH |
| 37 | VERTEX PHARMACEUTICALS INC | VRTX | 92532F100 | $3.5M | 0.50% | 7,855 | SH |
| 38 | MERCK & CO INC | MRK | 58933Y105 | $3.4M | 0.49% | 28,670 | SH |
| 39 | DELL TECHNOLOGIES INC | DELL | 24703L202 | $3.0M | 0.43% | 18,282 | SH |
| 40 | AGNICO EAGLE MINES LTD | AEM | 008474108 | $2.9M | 0.41% | 14,386 | SH |
| 41 | CARRIER GLOBAL CORPORATION | CARR | 14448C104 | $2.7M | 0.39% | 48,461 | SH |
| 42 | ALNYLAM PHARMACEUTICALS INC | ALNY | 02043Q107 | $2.4M | 0.33% | 7,105 | SH |
| 43 | STATE STR SPDR S&P 500 ETF T | SPY | 78462F103 | $2.3M | 0.33% | 3,582 | SH |
| 44 | MODERNA INC | MRNA | 60770K107 | $2.3M | 0.32% | 44,335 | SH |
| 45 | BROADCOM INC | AVGO | 11135F101 | $2.0M | 0.29% | 6,521 | SH |
| 46 | TEXAS INSTRS INC | TXN | 882508104 | $2.0M | 0.28% | 10,160 | SH |
| 47 | ALPHABET INC | GOOG | 02079K107 | $1.9M | 0.27% | 6,660 | SH |
| 48 | HERSHEY CO | HSY | 427866108 | $1.7M | 0.24% | 8,000 | SH |
| 49 | SYSCO CORP | SYY | 871829107 | $1.5M | 0.22% | 21,624 | SH |
| 50 | AT&T INC | T | 00206R102 | $1.3M | 0.18% | 44,984 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-06 | $705.2M | 60 | 0001172661-26-001610 |
| 2025-12-31 | 2026-01-29 | $720.1M | 60 | 0001172661-26-000373 |