J.P. Marvel Investment Advisors, LLC

CIK

1426755

Location

Boston, MA

Portfolio Value

Small $868,902,865

Diversification

Diversified

Filing Date

Global Rank

#2,097 / 8,633 ▲ 141

Top Industry

Drug Manufacturers - General 13.6%

3Y Alpha vs SPY

+60.8%

Period ended 51 days ago

Filed Jul 31, 2026 · 20d

26 quarters · since Mar 2020

Clone Performance

Aug 2023–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+493.8%

SPY

+76.2%

Annualised alpha

+60.3%

Max drawdown

−20.8%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

59 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

12.6%

−1.1 pts

Top 5

43.1%

+3.0 pts

Top 10

64.3%

+3.5 pts

HHI

537

Diversified+26

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	41.0%	$356,582,016	11
Healthcare	19.6%	$170,668,825	13
Financial Services	13.2%	$114,830,241	4
Industrials	9.7%	$84,179,198	13
Communication Services	7.4%	$64,495,855	2
Consumer Cyclical	3.6%	$30,915,273	2
Energy	1.9%	$16,488,186	4
Consumer Defensive	1.6%	$14,029,813	5
Basic Materials	0.9%	$8,071,878	2
Utilities	0.7%	$5,966,650	2
Unclassified	0.3%	$2,674,930	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

20 positions

Ticker	Company	Δ Shares	Shares	Value
MRNA	Moderna, Inc.	+1,200	45,535	$3,188,816
EPD	Enterprise Products Partners L.P.	+842	21,089	$775,231
CARR	CARRIER GLOBAL Corp	+685	49,146	$3,604,859
CSCO	Cisco Systems, Inc.	+660	190,035	$22,321,511
BAC	Bank Of America Corp /De/	+392	277,005	$15,783,744
LLY	ELI LILLY & Co	+281	55,847	$66,984,572
PG	PROCTER & GAMBLE Co	+266	39,646	$5,813,689
DELL	Dell Technologies Inc.	+207	18,489	$7,977,263
JPM	Jpmorgan Chase & Co	+174	110,715	$36,240,340
AAPL	Apple Inc.	+152	185,779	$53,757,011
VRT	Vertiv Holdings Co	+146	4,746	$1,589,055
AMZN	Amazon Com Inc	+126	128,857	$30,711,777
CAT	Caterpillar Inc	+122	11,856	$12,625,454
AVGO	Broadcom Inc.	+113	6,634	$2,505,993
EOG	Eog Resources Inc	+95	46,946	$6,090,304
CVX	Chevron Corp	+65	21,554	$3,572,791
DE	Deere & Co	+60	27,764	$17,611,538
ABBV	AbbVie Inc.	+42	80,375	$20,225,565
GEV	GE Vernova Inc.	+25	7,961	$9,353,060
MS	Morgan Stanley	+23	197,896	$41,368,179
No positions match the current search.

Trimmed

Positions the filer reduced

22 positions

Ticker	Company	Δ Shares	Shares	Value
GOOGL	Alphabet Inc.	−6,261	177,868	$63,564,687
GLW	Corning Inc /Ny	−4,640	254,244	$64,941,544
NVDA	Nvidia Corp	−4,627	547,557	$109,560,680
LRCX	Lam Research Corp	−3,738	160,505	$69,551,631
ABT	Abbott Laboratories	−2,145	66,474	$6,031,850
BMY	Bristol Myers Squibb Co	−1,562	171,715	$9,894,218
AWK	American Water Works Company, Inc.	−1,390	43,604	$5,737,414
MMM	3M Co	−1,024	68,565	$11,101,359
SHW	Sherwin Williams Co	−771	16,975	$5,844,832
CLH	Clean Harbors Inc	−217	23,908	$7,142,515
VLTO	Veralto Corp	−207	9,152	$811,599
TMO	Thermo Fisher Scientific Inc.	−118	37,917	$19,010,067
V	Visa Inc.	−75	62,485	$21,437,978
DHR	Danaher Corp /De/	−75	28,105	$5,353,440
MDT	Medtronic plc	−68	59,348	$4,642,794
VRTX	Vertex Pharmaceuticals Inc / Ma	−45	7,810	$3,879,461
XOM	ExxonMobil Holdings Corp	−45	44,250	$6,049,860
MSFT	Microsoft Corp	−33	41,199	$15,368,050
KO	Coca Cola Co	−31	58,535	$4,757,139
AXON	Axon Enterprise, Inc.	−30	12,393	$6,947,639
AEM	Agnico Eagle Mines Ltd	−30	14,356	$2,227,046
IBM	International Business Machines Corp	−12	23,144	$6,508,324
No positions match the current search.

New Positions

Positions the filer opened this quarter

3 positions

Ticker	Company	Shares	Value
RTX	RTX Corp	1,560	$295,978
FAST	Fastenal Co	4,600	$220,938
HD	Home Depot, Inc.	577	$203,496
No positions match the current search.

Sold Out

Positions the filer fully exited

1 positions

Ticker	Company	Shares	Value	Open
DBRG	DigitalBridge Group, Inc.	49,721	$766,697
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

59 tracked positions · $868,902,865 total · filing declares 64 positions · $871,210,005 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology Utilities

Showing 1–50 of 59 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NVDA	Nvidia Corp Technology	Reduced	547,557	-4,627	$109,560,680	+13.8%	12.61%
LRCX	Lam Research Corp Technology	Reduced	160,505	-3,738	$69,551,631	+98.2%	8.00%
LLY	ELI LILLY & Co Healthcare	Added	55,847	+281	$66,984,572	+31.1%	7.71%
GLW	Corning Inc /Ny Technology	Reduced	254,244	-4,640	$64,941,544	+84.5%	7.47%
GOOGL	Alphabet Inc. Communication Services	Reduced	177,868	-6,261	$63,564,687	+20.1%	7.32%
AAPL	Apple Inc. Technology	Added	185,779	+152	$53,757,011	+14.1%	6.19%
MS	Morgan Stanley Financial Services	Added	197,896	+23	$41,368,179	+27.0%	4.76%
JPM	Jpmorgan Chase & Co Financial Services	Added	110,715	+174	$36,240,340	+11.5%	4.17%
AMZN	Amazon Com Inc Consumer Cyclical	Added	128,857	+126	$30,711,777	+14.5%	3.53%
CSCO	Cisco Systems, Inc. Technology	Added	190,035	+660	$22,321,511	+51.9%	2.57%
V	Visa Inc. Financial Services	Reduced	62,485	-75	$21,437,978	+13.4%	2.47%
ABBV	AbbVie Inc. Healthcare	Added	80,375	+42	$20,225,565	+15.8%	2.33%
TMO	Thermo Fisher Scientific Inc. Healthcare	Reduced	37,917	-118	$19,010,067	+1.7%	2.19%
DE	Deere & Co Industrials	Added	27,764	+60	$17,611,538	+12.9%	2.03%
JNJ	Johnson & Johnson Healthcare	Held	67,642	0	$17,179,038	+3.9%	1.98%
BAC	Bank Of America Corp /De/ Financial Services	Added	277,005	+392	$15,783,744	+17.0%	1.82%
MSFT	Microsoft Corp Technology	Reduced	41,199	-33	$15,368,050	+0.7%	1.77%
CAT	Caterpillar Inc Industrials	Added	11,856	+122	$12,625,454	+51.9%	1.45%
GE	General Electric Co Industrials	Held	31,607	0	$11,812,484	+31.7%	1.36%
MMM	3M Co Industrials	Reduced	68,565	-1,024	$11,101,359	+9.8%	1.28%
BMY	Bristol Myers Squibb Co Healthcare	Reduced	171,715	-1,562	$9,894,218	−5.9%	1.14%
GEV	GE Vernova Inc. Industrials	Added	7,961	+25	$9,353,060	+35.0%	1.08%
CRL	Charles River Laboratories International, Inc. Healthcare	Held	37,286	0	$8,456,091	+31.5%	0.97%
DELL	Dell Technologies Inc. Technology	Added	18,489	+207	$7,977,263	+165.9%	0.92%
CLH	Clean Harbors Inc Industrials	Reduced	23,908	-217	$7,142,515	+3.3%	0.82%
AXON	Axon Enterprise, Inc. Industrials	Reduced	12,393	-30	$6,947,639	+31.7%	0.80%
IBM	International Business Machines Corp Technology	Reduced	23,144	-12	$6,508,324	+16.0%	0.75%
EOG	Eog Resources Inc Energy	Added	46,946	+95	$6,090,304	−10.1%	0.70%
XOM	ExxonMobil Holdings Corp Energy	Reduced	44,250	-45	$6,049,860	−19.5%	0.70%
ABT	Abbott Laboratories Healthcare	Reduced	66,474	-2,145	$6,031,850	−14.4%	0.69%
SHW	Sherwin Williams Co Basic Materials	Reduced	16,975	-771	$5,844,832	+2.7%	0.67%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	39,646	+266	$5,813,689	+2.2%	0.67%
AWK	American Water Works Company, Inc. Utilities	Reduced	43,604	-1,390	$5,737,414	−6.3%	0.66%
DHR	Danaher Corp /De/ Healthcare	Reduced	28,105	-75	$5,353,440	+0.2%	0.62%
KO	Coca Cola Co Consumer Defensive	Reduced	58,535	-31	$4,757,139	+6.8%	0.55%
MDT	Medtronic plc Healthcare	Reduced	59,348	-68	$4,642,794	−9.8%	0.53%
VRTX	Vertex Pharmaceuticals Inc / Ma Healthcare	Reduced	7,810	-45	$3,879,461	+10.6%	0.45%
MRK	Merck & Co., Inc. Healthcare	Held	28,670	0	$3,684,095	+6.8%	0.42%
CARR	CARRIER GLOBAL Corp Industrials	Added	49,146	+685	$3,604,859	+32.1%	0.41%
CVX	Chevron Corp Energy	Added	21,554	+65	$3,572,791	−19.6%	0.41%
MRNA	Moderna, Inc. Healthcare	Added	45,535	+1,200	$3,188,816	+41.6%	0.37%
TXN	Texas Instruments Inc Technology	Held	10,160	0	$3,028,391	+53.5%	0.35%
SPY	Spdr S&P 500 ETF Trust	Held	3,582	0	$2,674,930	+14.8%	0.31%
AVGO	Broadcom Inc. Technology	Added	6,634	+113	$2,505,993	+24.2%	0.29%
AEM	Agnico Eagle Mines Ltd Basic Materials	Reduced	14,356	-30	$2,227,046	−23.7%	0.26%
ALNY	Alnylam Pharmaceuticals, Inc. Healthcare	Held	7,105	0	$2,138,818	−9.0%	0.25%
SYY	Sysco Corp Consumer Defensive	Held	21,624	0	$1,807,333	+17.2%	0.21%
VRT	Vertiv Holdings Co Industrials	Added	4,746	+146	$1,589,055	+37.9%	0.18%
HSY	Hershey Co Consumer Defensive	Held	8,000	0	$1,403,600	−15.6%	0.16%
GD	General Dynamics Corp Industrials	Held	3,000	0	$1,062,720	+3.2%	0.12%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.