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J.P. Marvel Investment Advisors, LLC Top Holdings and 13F Report (2024)

About J.P. Marvel Investment Advisors, LLC

Investment Activity

  • J.P. Marvel Investment Advisors, LLC has $578.19 million in total holdings as of March 31, 2024.
  • J.P. Marvel Investment Advisors, LLC owns shares of 73 different stocks, but just 28 companies or ETFs make up 80% of its holdings.
  • Approximately 3.19% of the portfolio was purchased this quarter.
  • About 3.42% of the portfolio was sold this quarter.
  • This quarter, J.P. Marvel Investment Advisors, LLC has purchased 71 new stocks and bought additional shares in 26 stocks.
  • J.P. Marvel Investment Advisors, LLC sold shares of 25 stocks and completely divested from 0 stocks this quarter.

Largest Holdings

NVIDIA
$70,287,933
Apple
$31,264,063
Alphabet
$27,006,962
Amazon.com
$24,828,766

Largest New Holdings this Quarter

Walt Disney
$5,467,045 Holding
3M
$5,133,364 Holding

Largest Purchases this Quarter

Walt Disney
44,680 shares (about $5.47M)
3M
48,396 shares (about $5.13M)
General Electric
5,010 shares (about $879.41K)
Bank of America
22,662 shares (about $859.34K)
Danaher
3,148 shares (about $786.12K)

Largest Sales this Quarter

NVIDIA
10,571 shares (about $9.55M)
Apple
26,471 shares (about $4.54M)
Alphabet
25,783 shares (about $3.89M)
Goodyear Tire & Rubber
27,420 shares (about $376.48K)
Mosaic
8,451 shares (about $274.32K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofJ.P. Marvel Investment Advisors, LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
NVIDIA Co. stock logo
NVDA
NVIDIA
$70,287,933$9,551,533 -12.0%77,79012.2%Computer and Technology
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$43,517,527$103,469 -0.2%55,9387.5%Medical
Apple Inc. stock logo
AAPL
Apple
$31,264,063$4,539,247 -12.7%182,3195.4%Computer and Technology
Alphabet Inc. stock logo
GOOGL
Alphabet
$27,006,962$3,891,428 -12.6%178,9374.7%Computer and Technology
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$24,828,766$506,868 2.1%137,6474.3%Consumer Cyclical
Thermo Fisher Scientific Inc. stock logo
TMO
Thermo Fisher Scientific
$22,481,203$144,140 -0.6%38,6803.9%Medical
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$22,183,025$3,405 0.0%110,7493.8%Finance
Morgan Stanley stock logo
MS
Morgan Stanley
$18,880,210$16,101 -0.1%200,5123.3%Finance
Microsoft Co. stock logo
MSFT
Microsoft
$18,727,089$16,829 0.1%44,5123.2%Computer and Technology
Visa Inc. stock logo
V
Visa
$17,716,836$23,722 0.1%63,4833.1%Business Services
Lam Research Co. stock logo
LRCX
Lam Research
$16,319,462$14,574 -0.1%16,7972.8%Computer and Technology
AbbVie Inc. stock logo
ABBV
AbbVie
$15,546,424$1,275 0.0%85,3732.7%Medical
Deere & Company stock logo
DE
Deere & Company
$11,284,261$79,273 -0.7%27,4732.0%Industrial Products
Bank of America Co. stock logo
BAC
Bank of America
$11,155,154$859,343 8.3%294,1761.9%Finance
Charles River Laboratories International, Inc. stock logo
CRL
Charles River Laboratories International
$10,698,732$192,104 1.8%39,4861.9%Medical
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$10,596,199$21,356 -0.2%66,9841.8%Medical
The Sherwin-Williams Company stock logo
SHW
Sherwin-Williams
$9,526,220$329,964 3.6%27,4271.6%Construction
Akamai Technologies, Inc. stock logo
AKAM
Akamai Technologies
$9,502,253$58,730 -0.6%87,3691.6%Computer and Technology
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$9,325,584$100,070 -1.1%186,8481.6%Computer and Technology
EOG Resources, Inc. stock logo
EOG
EOG Resources
$9,147,592$3,196 0.0%71,5551.6%Oils/Energy
Bristol-Myers Squibb stock logo
BMY
Bristol-Myers Squibb
$9,061,345$70,770 -0.8%167,0911.6%Medical
Danaher Co. stock logo
DHR
Danaher
$8,571,639$786,119 10.1%34,3251.5%Multi-Sector Conglomerates
Corning Incorporated stock logo
GLW
Corning
$8,356,712$19,413 -0.2%253,5411.4%Computer and Technology
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$7,973,818$796 0.0%70,1551.4%Medical
The Procter & Gamble Company stock logo
PG
Procter & Gamble
$6,685,025$9,573 -0.1%41,2021.2%Consumer Staples
CVS Health Co. stock logo
CVS
CVS Health
$5,638,394$217,585 4.0%70,6921.0%Retail/Wholesale
American Water Works Company, Inc. stock logo
AWK
American Water Works
$5,528,0480.0%45,2341.0%Utilities
Intel Co. stock logo
INTC
Intel
$5,516,038$297,043 5.7%124,8821.0%Computer and Technology
The Walt Disney Company stock logo
DIS
Walt Disney
$5,467,045$5,467,045 New Holding44,6800.9%Consumer Discretionary
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$5,324,1830.0%40,3500.9%Medical
General Electric stock logo
GE
General Electric
$5,187,088$879,405 20.4%29,5510.9%Industrials
3M stock logo
MMM
3M
$5,133,364$5,133,364 New Holding48,3960.9%Multi-Sector Conglomerates
Medtronic plc stock logo
MDT
Medtronic
$5,054,352$40,089 0.8%57,9960.9%Medical
Moderna, Inc. stock logo
MRNA
Moderna
$4,913,695$7,992 0.2%46,1120.8%Medical
Clean Harbors, Inc. stock logo
CLH
Clean Harbors
$4,899,282$16,105 -0.3%24,3370.8%Business Services
Exxon Mobil Co. stock logo
XOM
Exxon Mobil
$4,777,232$3,487 -0.1%41,0980.8%Oils/Energy
Caterpillar Inc. stock logo
CAT
Caterpillar
$4,565,352$106,265 2.4%12,4590.8%Industrial Products
Intra-Cellular Therapies, Inc. stock logo
ITCI
Intra-Cellular Therapies
$4,490,1120.0%64,8860.8%Medical
International Business Machines Co. stock logo
IBM
International Business Machines
$4,402,583$611,072 16.1%23,0550.8%Computer and Technology
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$4,136,470$607,890 17.2%22,9180.7%Computer and Technology
Pfizer Inc. stock logo
PFE
Pfizer
$4,113,910$234,626 -5.4%148,2490.7%Medical
The Coca-Cola Company stock logo
KO
Coca-Cola
$4,073,9160.0%66,5890.7%Consumer Staples
Carrier Global Co. stock logo
CARR
Carrier Global
$3,992,601$719,591 22.0%68,6840.7%Computer and Technology
Centene Co. stock logo
CNC
Centene
$3,603,4100.0%45,9150.6%Medical
Hess Co. stock logo
HES
Hess
$3,195,061$128,981 -3.9%20,9320.6%Oils/Energy
Otis Worldwide Co. stock logo
OTIS
Otis Worldwide
$2,692,401$547,772 25.5%27,1220.5%Construction
Vertex Pharmaceuticals Incorporated stock logo
VRTX
Vertex Pharmaceuticals
$2,671,920$71,898 2.8%6,3920.5%Medical
Comcast Co. stock logo
CMCSA
Comcast
$2,396,1280.0%55,2740.4%Communication Services
McDonald's Co. stock logo
MCD
McDonald's
$2,171,0150.0%7,7000.4%Retail/Wholesale
Adobe Inc. stock logo
ADBE
Adobe
$2,169,2760.0%4,2990.4%Computer and Technology
Starbucks Co. stock logo
SBUX
Starbucks
$1,946,6070.0%21,3000.3%Retail/Wholesale
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$1,879,3910.0%3,5930.3%Finance
Ford Motor stock logo
F
Ford Motor
$1,854,207$330,592 21.7%139,6240.3%Auto/Tires/Trucks
Texas Instruments Incorporated stock logo
TXN
Texas Instruments
$1,769,9740.0%10,1600.3%Computer and Technology
The Hershey Company stock logo
HSY
Hershey
$1,556,0000.0%8,0000.3%Consumer Staples
Dell Technologies Inc. stock logo
DELL
Dell Technologies
$1,242,316$11,183 0.9%10,8870.2%Computer and Technology
The Mosaic Company stock logo
MOS
Mosaic
$1,130,777$274,320 -19.5%34,8360.2%Basic Materials
The Goodyear Tire & Rubber Company stock logo
GT
Goodyear Tire & Rubber
$1,127,261$376,477 -25.0%82,1020.2%Auto/Tires/Trucks
Alphabet Inc. stock logo
GOOG
Alphabet
$944,0120.0%6,2000.2%Computer and Technology
Broadcom Inc. stock logo
AVGO
Broadcom
$872,120$94,104 12.1%6580.2%Computer and Technology
VERALTO CORP
$853,708$87,153 -9.3%9,6290.1%COM SHS
General Dynamics Co. stock logo
GD
General Dynamics
$847,4700.0%3,0000.1%Aerospace
Agnico Eagle Mines Limited stock logo
AEM
Agnico Eagle Mines
$802,2930.0%13,4500.1%Basic Materials
Sysco Co. stock logo
SYY
Sysco
$767,639$2,030 0.3%9,4560.1%Consumer Staples
Alnylam Pharmaceuticals, Inc. stock logo
ALNY
Alnylam Pharmaceuticals
$597,8000.0%4,0000.1%Medical
Enterprise Products Partners L.P. stock logo
EPD
Enterprise Products Partners
$590,8080.0%20,2470.1%Energy
Enphase Energy, Inc. stock logo
ENPH
Enphase Energy
$531,587$276,319 108.2%4,3940.1%Oils/Energy
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$487,114$20,476 4.4%11,6090.1%Computer and Technology
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$382,359$305,887 400.0%6,2950.1%ETF
Vertiv Holdings Co stock logo
VRT
Vertiv
$375,6820.0%4,6000.1%Computer and Technology
PepsiCo, Inc. stock logo
PEP
PepsiCo
$336,195$2,625 -0.8%1,9210.1%Consumer Staples
MetLife, Inc. stock logo
MET
MetLife
$295,6990.0%3,9900.1%Finance
iShares MSCI EAFE ETF stock logo
EFA
iShares MSCI EAFE ETF
$245,0910.0%3,0690.0%Finance

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

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