J.P. Marvel Investment Advisors, Llc Portfolio Stock Holdings
According to the SEC 13F filed on July 31, 2026, J.P. Marvel Investment Advisors, Llc disclosed 64 stock positions valued at approximately $871.21M as of quarter-end June 30, 2026. The largest holdings include NVIDIA CORPORATION, LAM RESEARCH CORP, and ELI LILLY & CO.
- Report Period
- June 30, 2026
- No. of Stocks
- 64
- Portfolio Value
- $871.21M
Holdings by Sector
J.P. Marvel Investment Advisors, Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| NVIDIA CORPORATION | NVDA | Technology | 12.58% | 547,557 | -4,627 | -0.84% | $109,560,681 |
| LAM RESEARCH CORP | LRCX | Other | 7.98% | 160,505 | -3,738 | -2.28% | $69,551,632 |
| ELI LILLY & CO | LLY | Healthcare | 7.69% | 55,847 | +281 | +0.51% | $66,984,568 |
| CORNING INC | GLW | Technology | 7.45% | 254,244 | -4,640 | -1.79% | $64,941,545 |
| ALPHABET INC | GOOGL | Communication Services | 7.30% | 177,868 | +399 | +0.22% | $63,564,688 |
| APPLE INC | AAPL | Technology | 6.17% | 185,779 | +152 | +0.08% | $53,757,012 |
| MORGAN STANLEY | MS | Financial Services | 4.75% | 197,896 | +23 | +0.01% | $41,368,180 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 4.16% | 110,715 | +174 | +0.16% | $36,240,341 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 3.53% | 128,857 | +126 | +0.10% | $30,711,778 |
| CISCO SYS INC | CSCO | Technology | 2.56% | 190,035 | +660 | +0.35% | $22,321,512 |
| VISA INC | V | Financial Services | 2.46% | 62,485 | -75 | -0.12% | $21,437,979 |
| ABBVIE INC | ABBV | Healthcare | 2.32% | 80,375 | +42 | +0.05% | $20,225,565 |
| THERMO FISHER SCIENTIFIC INC | TMO | Healthcare | 2.18% | 37,917 | -118 | -0.31% | $19,010,068 |
| DEERE & CO | DE | Industrials | 2.02% | 27,764 | +60 | +0.22% | $17,611,539 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 1.97% | 67,642 | - | - | $17,179,039 |
| BANK OF AMER CORP | BAC | Financial Services | 1.81% | 277,005 | +392 | +0.14% | $15,783,745 |
| MICROSOFT CORP | MSFT | Technology | 1.76% | 41,199 | -33 | -0.08% | $15,368,051 |
| CATERPILLAR INC | CAT | Industrials | 1.45% | 11,856 | +122 | +1.04% | $12,625,455 |
| GE AEROSPACE | GE | Industrials | 1.36% | 31,607 | - | - | $11,812,485 |
| 3M CO | MMM | Industrials | 1.27% | 68,565 | -1,024 | -1.47% | $11,101,360 |
| BRISTOL-MYERS SQUIBB CO | BMY | Healthcare | 1.14% | 171,715 | -1,562 | -0.90% | $9,894,219 |
| GE VERNOVA INC | GEV | Utilities | 1.07% | 7,961 | +25 | +0.32% | $9,353,061 |
| CHARLES RIV LABS INTL INC | CRL | Healthcare | 0.97% | 37,286 | - | - | $8,456,092 |
| DELL TECHNOLOGIES INC | DELL | Technology | 0.92% | 18,489 | +207 | +1.13% | $7,977,264 |
| CLEAN HARBORS INC | CLH | Industrials | 0.82% | 23,908 | -217 | -0.90% | $7,142,515 |
| AXON ENTERPRISE INC | AXON | Industrials | 0.80% | 12,393 | -30 | -0.24% | $6,947,640 |
| INTERNATIONAL BUSINESS MACHS | IBM | Technology | 0.75% | 23,144 | -12 | -0.05% | $6,508,325 |
| EOG RES INC | EOG | Energy | 0.70% | 46,946 | +95 | +0.20% | $6,090,305 |
| EXXON MOBIL CORP | XOM | Energy | 0.69% | 44,250 | -45 | -0.10% | $6,049,860 |
| ABBOTT LABORATORIES | ABT | Healthcare | 0.69% | 66,474 | -2,145 | -3.13% | $6,031,851 |
Showing 30 of 64 holdings in the latest reporting period.