J.P. Marvel Investment Advisors, LLC — 13F Holdings & Portfolio
CIK 1426755 · latest 13F-HR filed 2026-07-31
J.P. Marvel Investment Advisors, LLC manages $871.2M in 13F-reported U.S. long-equity assets across 64 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are NVDA (12.58%), LRCX (7.98%), LLY (7.69%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 5 new positions, exited 1, added to 35, and trimmed 13.
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.
UNIT 902
BOSTON, MA 02110
$871.2M
Long-equity book
64
Distinct positions
2026-06-30
Filed 2026-07-31
+5 / −1 / ↑35 / ↓13
vs 2026-03-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- LAM RESEARCH CORP$34.5M +98.2%
- CORNING INC$29.7M +84.5%
- ELI LILLY & CO$15.9M +31.1%
- NVIDIA CORPORATION$13.3M +13.8%
- ALPHABET INC$12.5M +24.6%
Top Trims
- EXXON MOBIL CORP-$1.5M -19.5%
- ABBOTT LABORATORIES-$1.0M -14.4%
- ALPHABET INC-$875.2K -45.8%
- CHEVRON CORPORATION-$873.3K -19.6%
- AGNICO EAGLE MINES LTD-$693.0K -23.7%
New Positions
- RTX CORPORATION$296.0K
- ETF OPPORTUNITIES TRUST$233.0K
- FASTENAL CO$220.9K
- ISHARES TR$205.7K
- HOME DEPOT INC$203.5K
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 | $109.6M | 12.58% | 547,557 | SH |
| 2 | LAM RESEARCH CORP | LRCX | 512807306 | $69.6M | 7.98% | 160,505 | SH |
| 3 | ELI LILLY & CO | LLY | 532457108 | $67.0M | 7.69% | 55,847 | SH |
| 4 | CORNING INC | GLW | 219350105 | $64.9M | 7.45% | 254,244 | SH |
| 5 | ALPHABET INC | GOOGL | 02079K305 | $63.6M | 7.30% | 177,868 | SH |
| 6 | APPLE INC | AAPL | 037833100 | $53.8M | 6.17% | 185,779 | SH |
| 7 | MORGAN STANLEY | MS | 617446448 | $41.4M | 4.75% | 197,896 | SH |
| 8 | JPMORGAN CHASE & CO | JPM | 46625H100 | $36.2M | 4.16% | 110,715 | SH |
| 9 | AMAZON COM INC | AMZN | 023135106 | $30.7M | 3.53% | 128,857 | SH |
| 10 | CISCO SYS INC | CSCO | 17275R102 | $22.3M | 2.56% | 190,035 | SH |
| 11 | VISA INC | V | 92826C839 | $21.4M | 2.46% | 62,485 | SH |
| 12 | ABBVIE INC | ABBV | 00287Y109 | $20.2M | 2.32% | 80,375 | SH |
| 13 | THERMO FISHER SCIENTIFIC INC | TMO | 883556102 | $19.0M | 2.18% | 37,917 | SH |
| 14 | DEERE & CO | DE | 244199105 | $17.6M | 2.02% | 27,764 | SH |
| 15 | JOHNSON & JOHNSON | JNJ | 478160104 | $17.2M | 1.97% | 67,642 | SH |
| 16 | BANK OF AMER CORP | BAC | 060505104 | $15.8M | 1.81% | 277,005 | SH |
| 17 | MICROSOFT CORP | MSFT | 594918104 | $15.4M | 1.76% | 41,199 | SH |
| 18 | CATERPILLAR INC | CAT | 149123101 | $12.6M | 1.45% | 11,856 | SH |
| 19 | GE AEROSPACE | GE | 369604301 | $11.8M | 1.36% | 31,607 | SH |
| 20 | 3M CO | MMM | 88579Y101 | $11.1M | 1.27% | 68,565 | SH |
| 21 | BRISTOL-MYERS SQUIBB CO | BMY | 110122108 | $9.9M | 1.14% | 171,715 | SH |
| 22 | GE VERNOVA INC | GEV | 36828A101 | $9.4M | 1.07% | 7,961 | SH |
| 23 | CHARLES RIV LABS INTL INC | CRL | 159864107 | $8.5M | 0.97% | 37,286 | SH |
| 24 | DELL TECHNOLOGIES INC | DELL | 24703L202 | $8.0M | 0.92% | 18,489 | SH |
| 25 | CLEAN HARBORS INC | CLH | 184496107 | $7.1M | 0.82% | 23,908 | SH |
| 26 | AXON ENTERPRISE INC | AXON | 05464C101 | $6.9M | 0.80% | 12,393 | SH |
| 27 | INTERNATIONAL BUSINESS MACHS | IBM | 459200101 | $6.5M | 0.75% | 23,144 | SH |
| 28 | EOG RES INC | EOG | 26875P101 | $6.1M | 0.70% | 46,946 | SH |
| 29 | EXXON MOBIL CORP | XOM | 30231G102 | $6.0M | 0.69% | 44,250 | SH |
| 30 | ABBOTT LABORATORIES | ABT | 002824100 | $6.0M | 0.69% | 66,474 | SH |
| 31 | SHERWIN WILLIAMS CO | SHW | 824348106 | $5.8M | 0.67% | 16,975 | SH |
| 32 | PROCTER & GAMBLE CO | PG | 742718109 | $5.8M | 0.67% | 39,646 | SH |
| 33 | AMERICAN WTR WKS CO INC NEW | AWK | 030420103 | $5.7M | 0.66% | 43,604 | SH |
| 34 | DANAHER CORP DEL | DHR | 235851102 | $5.4M | 0.61% | 28,105 | SH |
| 35 | COCA COLA CO | KO | 191216100 | $4.8M | 0.55% | 58,535 | SH |
| 36 | MEDTRONIC PLC | MDT | G5960L103 | $4.6M | 0.53% | 59,348 | SH |
| 37 | VERTEX PHARMACEUTICALS INC | VRTX | 92532F100 | $3.9M | 0.45% | 7,810 | SH |
| 38 | MERCK & CO INC | MRK | 58933Y105 | $3.7M | 0.42% | 28,670 | SH |
| 39 | CARRIER GLOBAL CORPORATION | CARR | 14448C104 | $3.6M | 0.41% | 49,146 | SH |
| 40 | CHEVRON CORPORATION | CVX | 166764100 | $3.6M | 0.41% | 21,554 | SH |
| 41 | MODERNA INC | MRNA | 60770K107 | $3.2M | 0.37% | 45,535 | SH |
| 42 | TEXAS INSTRS INC | TXN | 882508104 | $3.0M | 0.35% | 10,160 | SH |
| 43 | STATE STR SPDR S&P 500 ETF T | SPY | 78462F103 | $2.7M | 0.31% | 3,582 | SH |
| 44 | BROADCOM INC | AVGO | 11135F101 | $2.5M | 0.29% | 6,634 | SH |
| 45 | AGNICO EAGLE MINES LTD | AEM | 008474108 | $2.2M | 0.26% | 14,356 | SH |
| 46 | ALNYLAM PHARMACEUTICALS INC | ALNY | 02043Q107 | $2.1M | 0.25% | 7,105 | SH |
| 47 | SYSCO CORP | SYY | 871829107 | $1.8M | 0.21% | 21,624 | SH |
| 48 | VERTIV HOLDINGS CO | VRT | 92537N108 | $1.6M | 0.18% | 4,746 | SH |
| 49 | HERSHEY CO | HSY | 427866108 | $1.4M | 0.16% | 8,000 | SH |
| 50 | GENERAL DYNAMICS CORP | GD | 369550108 | $1.1M | 0.12% | 3,000 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-07-31 | $871.2M | 64 | 0001172661-26-002990 |
| 2026-03-31 | 2026-05-06 | $705.2M | 60 | 0001172661-26-001610 |
| 2025-12-31 | 2026-01-29 | $720.1M | 60 | 0001172661-26-000373 |