J.P. Marvel Investment Advisors, LLC

CIK

1426755

Location

Boston, MA

Portfolio Value

Small $702,523,316

Diversification

Diversified

Filing Date

Global Rank

#2,172 / 8,608 ▲ 27 · as of Mar 2026

Top Industry

Semiconductors 14.4%

3Y Alpha vs SPY

+4.6%

Period ended 3 months ago

Filed May 6, 2026 · 2mo

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+96.3%

SPY

+75.2%

Annualised alpha

+4.6%

Max drawdown

−20.7%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

57 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

13.7%

−0.7 pts

Top 5

40.0%

−2.5 pts

Top 10

60.7%

−0.9 pts

HHI

510

Diversified−34

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	36.6%	$257,004,259	11
Healthcare	21.3%	$149,846,171	13
Financial Services	14.0%	$98,240,413	5
Industrials	9.7%	$67,853,566	11
Communication Services	7.4%	$52,337,071	2
Consumer Cyclical	3.8%	$26,810,805	1
Energy	2.8%	$19,500,558	4
Consumer Defensive	1.9%	$13,632,041	5
Basic Materials	1.2%	$8,608,550	2
Utilities	0.9%	$6,360,365	2
Unclassified	0.3%	$2,329,517	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

15 positions

Ticker	Company	Δ Shares	Shares	Value
BMY	Bristol Myers Squibb Co	+9,273	173,277	$10,509,250
MRNA	Moderna, Inc.	+4,840	44,335	$2,252,218
XOM	ExxonMobil Holdings Corp	+2,673	44,295	$7,515,089
CVX	Chevron Corp	+2,080	21,489	$4,446,074
MDT	Medtronic plc	+1,771	59,416	$5,148,396
KO	Coca Cola Co	+1,458	58,566	$4,453,944
T	At&T Inc.	+389	44,984	$1,304,086
SYY	Sysco Corp	+190	21,624	$1,542,439
CSCO	Cisco Systems, Inc.	+155	189,375	$14,693,606
DE	Deere & Co	+54	27,704	$15,605,663
CRL	Charles River Laboratories International, Inc.	+52	37,286	$6,431,835
IBM	International Business Machines Corp	+37	23,156	$5,612,782
JNJ	Johnson & Johnson	+17	67,642	$16,534,410
AEM	Agnico Eagle Mines Ltd	+9	14,386	$2,920,070
ABBV	AbbVie Inc.	+2	80,333	$17,471,624
No positions match the current search.

Trimmed

Positions the filer reduced

22 positions

Ticker	Company	Δ Shares	Shares	Value
ABT	Abbott Laboratories	−1,569	68,619	$7,045,112
BAC	Bank Of America Corp /De/	−714	276,613	$13,484,883
NVDA	Nvidia Corp	−692	552,184	$96,300,889
CARR	CARRIER GLOBAL Corp	−550	48,461	$2,728,838
MSFT	Microsoft Corp	−462	41,232	$15,262,849
EOG	Eog Resources Inc	−310	46,851	$6,773,249
MS	Morgan Stanley	−290	197,873	$32,563,959
MMM	3M Co	−244	69,589	$10,106,410
V	Visa Inc.	−241	62,560	$18,908,134
AWK	American Water Works Company, Inc.	−150	44,994	$6,123,233
JPM	Jpmorgan Chase & Co	−146	110,541	$32,516,740
TMO	Thermo Fisher Scientific Inc.	−85	38,035	$18,695,343
PEP	Pepsico Inc	−55	1,832	$284,491
VLTO	Veralto Corp	−55	9,359	$827,522
PG	PROCTER & GAMBLE Co	−50	39,380	$5,688,047
LLY	ELI LILLY & Co	−49	55,566	$51,107,939
LRCX	Lam Research Corp	−45	164,243	$35,092,159
AMZN	Amazon Com Inc	−36	128,731	$26,810,805
GOOGL	Alphabet Inc.	−34	177,469	$51,032,985
AAPL	Apple Inc.	−25	185,627	$47,110,276
AXON	Axon Enterprise, Inc.	−23	12,423	$5,275,923
DHR	Danaher Corp /De/	−5	28,180	$5,342,928
No positions match the current search.

New Positions

Positions the filer opened this quarter

No qualifying positions this quarter.

Sold Out

Positions the filer fully exited

No qualifying positions this quarter.

Portfolio Positions

Compact Export CSV View 13F filing

57 positions · $702,523,316 total · as of Mar 31, 2026

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

Showing 1–50 of 57 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NVDA	Nvidia Corp Technology	Reduced	552,184	-692	$96,300,889	−6.6%	13.71%
LLY	ELI LILLY & Co Healthcare	Reduced	55,566	-49	$51,107,939	−14.5%	7.27%
GOOGL	Alphabet Inc. Communication Services	Reduced	177,469	-34	$51,032,985	−8.1%	7.26%
AAPL	Apple Inc. Technology	Reduced	185,627	-25	$47,110,276	−6.7%	6.71%
GLW	Corning Inc /Ny Technology	Held	258,884	0	$35,200,457	+55.3%	5.01%
LRCX	Lam Research Corp Technology	Reduced	164,243	-45	$35,092,159	+24.8%	5.00%
MS	Morgan Stanley Financial Services	Reduced	197,873	-290	$32,563,959	−7.4%	4.64%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	110,541	-146	$32,516,740	−8.8%	4.63%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	128,731	-36	$26,810,805	−9.8%	3.82%
V	Visa Inc. Financial Services	Reduced	62,560	-241	$18,908,134	−14.2%	2.69%
TMO	Thermo Fisher Scientific Inc. Healthcare	Reduced	38,035	-85	$18,695,343	−15.4%	2.66%
ABBV	AbbVie Inc. Healthcare	Added	80,333	+2	$17,471,624	−4.8%	2.49%
JNJ	Johnson & Johnson Healthcare	Added	67,642	+17	$16,534,410	+18.1%	2.35%
DE	Deere & Co Industrials	Added	27,704	+54	$15,605,663	+21.2%	2.22%
MSFT	Microsoft Corp Technology	Reduced	41,232	-462	$15,262,849	−24.3%	2.17%
CSCO	Cisco Systems, Inc. Technology	Added	189,375	+155	$14,693,606	+0.8%	2.09%
BAC	Bank Of America Corp /De/ Financial Services	Reduced	276,613	-714	$13,484,883	−11.6%	1.92%
BMY	Bristol Myers Squibb Co Healthcare	Added	173,277	+9,273	$10,509,250	+18.8%	1.50%
MMM	3M Co Industrials	Reduced	69,589	-244	$10,106,410	−9.6%	1.44%
GE	General Electric Co Industrials	Held	31,607	0	$8,969,118	−7.9%	1.28%
CAT	Caterpillar Inc Industrials	Held	11,734	0	$8,313,069	+23.7%	1.18%
XOM	ExxonMobil Holdings Corp Energy	Added	44,295	+2,673	$7,515,089	+50.0%	1.07%
ABT	Abbott Laboratories Healthcare	Reduced	68,619	-1,569	$7,045,112	−19.9%	1.00%
GEV	GE Vernova Inc. Industrials	Held	7,936	0	$6,927,334	+33.6%	0.99%
CLH	Clean Harbors Inc Industrials	Held	24,125	0	$6,917,361	+22.3%	0.98%
EOG	Eog Resources Inc Energy	Reduced	46,851	-310	$6,773,249	+36.8%	0.96%
CRL	Charles River Laboratories International, Inc. Healthcare	Added	37,286	+52	$6,431,835	−13.4%	0.92%
AWK	American Water Works Company, Inc. Utilities	Reduced	44,994	-150	$6,123,233	+3.9%	0.87%
SHW	Sherwin Williams Co Basic Materials	Held	17,746	0	$5,688,480	−1.1%	0.81%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	39,380	-50	$5,688,047	+0.7%	0.81%
IBM	International Business Machines Corp Technology	Added	23,156	+37	$5,612,782	−18.0%	0.80%
DHR	Danaher Corp /De/ Healthcare	Reduced	28,180	-5	$5,342,928	−17.2%	0.76%
AXON	Axon Enterprise, Inc. Industrials	Reduced	12,423	-23	$5,275,923	−25.4%	0.75%
MDT	Medtronic plc Healthcare	Added	59,416	+1,771	$5,148,396	−7.0%	0.73%
KO	Coca Cola Co Consumer Defensive	Added	58,566	+1,458	$4,453,944	+11.6%	0.63%
CVX	Chevron Corp Energy	Added	21,489	+2,080	$4,446,074	+50.3%	0.63%
VRTX	Vertex Pharmaceuticals Inc / Ma Healthcare	Held	7,855	0	$3,507,571	−1.5%	0.50%
MRK	Merck & Co., Inc. Healthcare	Held	28,670	0	$3,448,714	+14.3%	0.49%
DELL	Dell Technologies Inc. Technology	Held	18,282	0	$3,000,624	+30.4%	0.43%
AEM	Agnico Eagle Mines Ltd Basic Materials	Added	14,386	+9	$2,920,070	+19.8%	0.42%
CARR	CARRIER GLOBAL Corp Industrials	Reduced	48,461	-550	$2,728,838	+5.4%	0.39%
ALNY	Alnylam Pharmaceuticals, Inc. Healthcare	Held	7,105	0	$2,350,831	−16.8%	0.33%
SPY	Spdr S&P 500 ETF Trust	Held	3,582	0	$2,329,517	−4.6%	0.33%
MRNA	Moderna, Inc. Healthcare	Added	44,335	+4,840	$2,252,218	+93.4%	0.32%
AVGO	Broadcom Inc. Technology	Held	6,521	0	$2,018,314	−10.6%	0.29%
TXN	Texas Instruments Inc Technology	Held	10,160	0	$1,972,462	+11.9%	0.28%
HSY	Hershey Co Consumer Defensive	Held	8,000	0	$1,663,120	+14.2%	0.24%
SYY	Sysco Corp Consumer Defensive	Added	21,624	+190	$1,542,439	−2.3%	0.22%
T	At&T Inc. Communication Services	Added	44,984	+389	$1,304,086	+17.7%	0.19%
VRT	Vertiv Holdings Co Industrials	Held	4,600	0	$1,152,668	+54.7%	0.16%