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J.P. Marvel Investment Advisors, LLC Top Holdings and 13F Report (2026)

About J.P. Marvel Investment Advisors, LLC

Investment Activity

  • J.P. Marvel Investment Advisors, LLC has $871.21 million in total holdings as of June 30, 2026.
  • J.P. Marvel Investment Advisors, LLC owns shares of 64 different stocks, but just 18 companies or ETFs make up 80% of its holdings.
  • Approximately 0.29% of the portfolio was purchased this quarter.
  • About 0.80% of the portfolio was sold this quarter.
  • This quarter, J.P. Marvel Investment Advisors, LLC has purchased 60 new stocks and bought additional shares in 22 stocks.
  • J.P. Marvel Investment Advisors, LLC sold shares of 22 stocks and completely divested from 1 stock this quarter.

Largest Holdings

NVIDIA
$109,560,681
LAM RESEARCH CORP
$69,551,632
Corning
$64,941,545
Alphabet
$63,564,688

Largest New Holdings this Quarter

75513E101 - RTX
$295,979 Holding
26923N405 - Applied Finance Valuation Large Cap ETF
$232,989 Holding
311900104 - Fastenal
$220,938 Holding
46432F842 - iShares Core MSCI EAFE ETF
$205,716 Holding
437076102 - Home Depot
$203,497 Holding

Largest Purchases this Quarter

Eli Lilly and Company
281 shares (about $337.04K)
RTX
1,560 shares (about $295.98K)
Applied Finance Valuation Large Cap ETF
5,038 shares (about $232.99K)
Fastenal
4,600 shares (about $220.94K)
iShares Core MSCI EAFE ETF
2,130 shares (about $205.72K)

Largest Sales this Quarter

LAM RESEARCH CORP
3,738 shares (about $1.62M)
Alphabet
3,730 shares (about $1.32M)
Corning
4,640 shares (about $1.19M)
NVIDIA
4,627 shares (about $925.82K)
Sherwin-Williams
771 shares (about $265.47K)

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 Corporation stock logo
NVDA
NVIDIA
$109,560,681$925,816 â–¼-0.8%547,55712.6%Technology
LAM RESEARCH CORP
$69,551,632$1,619,788 â–¼-2.3%160,5058.0%COM NEW
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$66,984,568$337,040 â–²0.5%55,8477.7%Healthcare
Corning Incorporated stock logo
GLW
Corning
$64,941,545$1,185,195 â–¼-1.8%254,2447.5%Technology
Alphabet Inc. stock logo
GOOGL
Alphabet
$63,564,688$142,591 â–²0.2%177,8687.3%Communication Services
Apple Inc. stock logo
AAPL
Apple
$53,757,012$43,983 â–²0.1%185,7796.2%Technology
Morgan Stanley stock logo
MS
Morgan Stanley
$41,368,180$4,808 â–²0.0%197,8964.7%Finance
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$36,240,341$56,955 â–²0.2%110,7154.2%Finance
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$30,711,778$30,031 â–²0.1%128,8573.5%Consumer Discretionary
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$22,321,512$77,524 â–²0.3%190,0352.6%Technology
Visa Inc. stock logo
V
Visa
$21,437,979$25,732 â–¼-0.1%62,4852.5%Finance
AbbVie Inc. stock logo
ABBV
AbbVie
$20,225,565$10,569 â–²0.1%80,3752.3%Healthcare
Thermo Fisher Scientific Inc. stock logo
TMO
Thermo Fisher Scientific
$19,010,068$59,160 â–¼-0.3%37,9172.2%Healthcare
Deere & Company stock logo
DE
Deere & Company
$17,611,539$38,060 â–²0.2%27,7642.0%Industrials
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$17,179,0390.0%67,6422.0%Healthcare
Bank of America Corporation stock logo
BAC
Bank of America
$15,783,745$22,336 â–²0.1%277,0051.8%Finance
Microsoft Corporation stock logo
MSFT
Microsoft
$15,368,051$12,310 â–¼-0.1%41,1991.8%Technology
Caterpillar Inc. stock logo
CAT
Caterpillar
$12,625,455$129,918 â–²1.0%11,8561.4%Industrials
GE Aerospace stock logo
GE
GE Aerospace
$11,812,4850.0%31,6071.4%Industrials
3M Company stock logo
MMM
3M
$11,101,360$165,796 â–¼-1.5%68,5651.3%Industrials
Bristol Myers Squibb Company stock logo
BMY
Bristol Myers Squibb
$9,894,219$90,002 â–¼-0.9%171,7151.1%Healthcare
GE VERNOVA INC
$9,353,061$29,372 â–²0.3%7,9611.1%COM
Charles River Laboratories International, Inc. stock logo
CRL
Charles River Laboratories International
$8,456,0920.0%37,2861.0%Healthcare
Dell Technologies Inc. stock logo
DELL
Dell Technologies
$7,977,264$89,312 â–²1.1%18,4890.9%Technology
Clean Harbors, Inc. stock logo
CLH
Clean Harbors
$7,142,515$64,829 â–¼-0.9%23,9080.8%Industrials
Axon Enterprise, Inc stock logo
AXON
Axon Enterprise
$6,947,640$16,818 â–¼-0.2%12,3930.8%Industrials
International Business Machines Corporation stock logo
IBM
International Business Machines
$6,508,325$3,375 â–¼-0.1%23,1440.7%Technology
EOG Resources, Inc. stock logo
EOG
EOG Resources
$6,090,305$12,324 â–²0.2%46,9460.7%Energy
ExxonMobil Corporation stock logo
XOM
ExxonMobil
$6,049,860$6,152 â–¼-0.1%44,2500.7%Energy
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$6,031,851$194,637 â–¼-3.1%66,4740.7%Healthcare
The Sherwin-Williams Company stock logo
SHW
Sherwin-Williams
$5,844,832$265,471 â–¼-4.3%16,9750.7%Materials
Procter & Gamble Company (The) stock logo
PG
Procter & Gamble
$5,813,690$39,006 â–²0.7%39,6460.7%Consumer Staples
American Water Works Company, Inc. stock logo
AWK
American Water Works
$5,737,415$182,896 â–¼-3.1%43,6040.7%Utilities
Danaher Corporation stock logo
DHR
Danaher
$5,353,441$14,286 â–¼-0.3%28,1050.6%Healthcare
CocaCola Company (The) stock logo
KO
CocaCola
$4,757,140$2,519 â–¼-0.1%58,5350.5%Consumer Staples
Medtronic PLC stock logo
MDT
Medtronic
$4,642,795$5,320 â–¼-0.1%59,3480.5%Healthcare
Vertex Pharmaceuticals Incorporated stock logo
VRTX
Vertex Pharmaceuticals
$3,879,462$22,353 â–¼-0.6%7,8100.4%Healthcare
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$3,684,0950.0%28,6700.4%Healthcare
Carrier Global Corporation stock logo
CARR
Carrier Global
$3,604,860$50,245 â–²1.4%49,1460.4%Industrials
Chevron Corporation stock logo
CVX
Chevron
$3,572,792$10,774 â–²0.3%21,5540.4%Energy
Moderna, Inc. stock logo
MRNA
Moderna
$3,188,817$84,036 â–²2.7%45,5350.4%Healthcare
Texas Instruments Incorporated stock logo
TXN
Texas Instruments
$3,028,3920.0%10,1600.3%Technology
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$2,674,9310.0%3,5820.3%ETF
Broadcom Inc. stock logo
AVGO
Broadcom
$2,505,994$42,686 â–²1.7%6,6340.3%Technology
Agnico Eagle Mines Limited stock logo
AEM
Agnico Eagle Mines
$2,227,047$4,654 â–¼-0.2%14,3560.3%Materials
Alnylam Pharmaceuticals, Inc. stock logo
ALNY
Alnylam Pharmaceuticals
$2,138,8190.0%7,1050.2%Healthcare
Sysco Corporation stock logo
SYY
Sysco
$1,807,3340.0%21,6240.2%Consumer Staples
Vertiv Holdings Co. stock logo
VRT
Vertiv
$1,589,056$48,884 â–²3.2%4,7460.2%Industrials
Hershey Company (The) stock logo
HSY
Hershey
$1,403,6000.0%8,0000.2%Consumer Staples
General Dynamics Corporation stock logo
GD
General Dynamics
$1,062,7200.0%3,0000.1%Industrials
Qualcomm Incorporated stock logo
QCOM
Qualcomm
$1,061,6190.0%5,7450.1%Technology
Alphabet Inc. stock logo
GOOG
Alphabet
$1,035,257$1,317,921 â–¼-56.0%2,9300.1%Communication Services
AT&T Inc. stock logo
T
AT&T
$931,1690.0%44,9840.1%Communication Services
VERALTO CORP
$811,600$18,357 â–¼-2.2%9,1520.1%COM SHS
Enterprise Products Partners L.P. stock logo
EPD
Enterprise Products Partners
$775,232$30,952 â–²4.2%21,0890.1%Energy
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$514,324$28,916 â–²6.0%6,6700.1%ETF
iShares MSCI EAFE ETF stock logo
EFA
iShares MSCI EAFE ETF
$318,8080.0%3,0690.0%ETF
RTX Corporation stock logo
RTX
RTX
$295,979$295,979 â–²New Holding1,5600.0%Industrials
PepsiCo, Inc. stock logo
PEP
PepsiCo
$248,0530.0%1,8320.0%Consumer Staples
Applied Finance Valuation Large Cap ETF stock logo
VSLU
Applied Finance Valuation Large Cap ETF
$232,989$232,989 â–²New Holding5,0380.0%ETF
Duke Energy Corporation stock logo
DUK
Duke Energy
$229,2370.0%1,8110.0%Utilities
Fastenal Company stock logo
FAST
Fastenal
$220,938$220,938 â–²New Holding4,6000.0%Industrials
iShares Core MSCI EAFE ETF stock logo
IEFA
iShares Core MSCI EAFE ETF
$205,716$205,716 â–²New Holding2,1300.0%ETF
The Home Depot, Inc. stock logo
HD
Home Depot
$203,497$203,497 â–²New Holding5770.0%Consumer Discretionary
DigitalBridge Group, Inc. stock logo
DBRG
DigitalBridge Group
$0$766,698 â–¼-100.0%00.0%Finance

Showing largest 100 holdings. View all holdings.
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