J.P. Marvel Investment Advisors, LLC

J.P. Marvel Investment Advisors, LLC reported 64 holdings worth US$871M as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Jul 31, 2026

J.P. Marvel Investment Advisors, LLC reported 64 holdings worth US$871M as of Jun 30, 2026. Largest: Nvidia Corporation, Lam Research Corporation and Eli Lilly And Company. Filed Jul 31, 2026 (Form 13F).

Holdings
64
Value as reported
US$871M

The filing in full

CompanySharesValue as reported% of portfolio
Nvidia Corporation548KUS$110M12.6%
Lam Research Corporation161KUS$69.6M8.0%
Eli Lilly And Company55,847US$67M7.7%
Corning Incorporated254KUS$64.9M7.5%
Alphabet Inc (google) Class C181KUS$64.6M7.4%
Apple Inc186KUS$53.8M6.2%
Morgan Stanley198KUS$41.4M4.7%
Jp Morgan Chase & Co.111KUS$36.2M4.2%
Amazon.com, Inc.129KUS$30.7M3.5%
Cisco Systems, Inc.190KUS$22.3M2.6%
Visa Inc.62,485US$21.4M2.5%
Abbvie Inc.80,375US$20.2M2.3%
Thermo Fisher Scientific Inc37,917US$19M2.2%
Deere & Company27,764US$17.6M2.0%
Johnson & Johnson67,642US$17.2M2.0%
Bank Of America Corporation277KUS$15.8M1.8%
Microsoft Corp.41,199US$15.4M1.8%
Caterpillar, Inc.11,856US$12.6M1.4%
Ge Aerospace31,607US$11.8M1.4%
3m Company68,565US$11.1M1.3%
Bristol-myers Squibb Company172KUS$9.89M1.1%
Ge Vernova Inc.7,961US$9.35M1.1%
Charles River Laboratories International, Inc.37,286US$8.46M0.97%
Dell Technologies Inc.18,489US$7.98M0.92%
Clean Harbors, Inc.23,908US$7.14M0.82%
Axon Enterprise, Inc.12,393US$6.95M0.80%
International Business Machines Corporation23,144US$6.51M0.75%
Eog Resources, Inc.46,946US$6.09M0.70%
Exxon Mobil Corporation44,250US$6.05M0.69%
Abbott Laboratories66,474US$6.03M0.69%
Sherwin-williams Company (the)16,975US$5.84M0.67%
Procter & Gamble Company (the)39,646US$5.81M0.67%
American Water Works Company, Inc.43,604US$5.74M0.66%
Danaher Corporation28,105US$5.35M0.61%
Coca-cola Company (the)58,535US$4.76M0.55%
Vertex Pharmaceuticals Incorporated7,810US$3.88M0.45%
Merck & Company, Inc.28,670US$3.68M0.42%
Carrier Global Corporation49,146US$3.6M0.41%
Chevron Corporation21,554US$3.57M0.41%
Moderna, Inc.45,535US$3.19M0.37%
Texas Instruments Incorporated10,160US$3.03M0.35%
Broadcom Inc.6,634US$2.51M0.29%
Agnico Eagle Mines Limited14,356US$2.23M0.26%
Alnylam Pharmaceuticals, Inc.7,105US$2.14M0.25%
Sysco Corporation21,624US$1.81M0.21%
Vertiv Holdings, Llc4,746US$1.59M0.18%
The Hershey Company8,000US$1.4M0.16%
General Dynamics Corporation3,000US$1.06M0.12%
Qualcomm Incorporated5,745US$1.06M0.12%
At&t Inc.44,984US$931K0.11%
Veralto Corp9,152US$812K0.09%
Enterprise Products Partners L.p.21,089US$775K0.09%
Rtx Corporation1,560US$296K0.03%
Pepsico, Inc.1,832US$248K0.03%
Duke Energy Corporation (holding Company)1,811US$229K0.03%
Fastenal Company4,600US$221K0.03%
Home Depot, Inc. (the)577US$203K0.02%
Digitalbridge Group, Inc.0US$00.00%

Source

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