Q2 2026 13F · SEC CIK 1426755

J.P. Marvel Investment Advisors, LLC

Wealth managerFiled 2026-07-31 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $871.2M
Reported positions: 64
Top holdings a year, 3 yrs: +32.1%
Assets under management: $820.7M

J.P. Marvel Investment Advisors, LLC is a wealth manager that reported 64 positions worth $871.2M in its Q2 2026 13F, filed 2026-07-31. Its largest holdings were Nvidia Corporation Com (NVDA, 12.6%), Lam Research Corp (LRCX, 8.0%), Lilly Eli & Co (LLY, 7.7%). A portfolio copying its top holdings returned 32.1% a year over the last 3 years, against 20.4% for the S&P 500.

J.P. Marvel Investment Advisors, LLC holdings largest 50 of 64 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

J.P. Marvel Investment Advisors, LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
NVDANvidia Corporation Com	12.6%	13.7%	547,557	-0.8%	$109.6M
LRCXLam Research Corp	8.0%	5.0%	160,505	-2.3%	$69.6M
LLYLilly Eli & Co	7.7%	7.2%	55,847	+0.5%	$67.0M
GLWCorning Inc.	7.5%	5.0%	254,244	-1.8%	$64.9M
GOOGLAlphabet Inc	7.3%	7.2%	177,868	+0.2%	$63.6M
AAPLApple Inc	6.2%	6.7%	185,779	+0.1%	$53.8M
MSMorgan Stanley Com New	4.7%	4.6%	197,896	+0.0%	$41.4M
JPMJpmorgan Chase & Co	4.2%	4.6%	110,715	+0.2%	$36.2M
AMZNAmazon Com Inc Com	3.5%	3.8%	128,857	+0.1%	$30.7M
CSCOCisco Sys Inc	2.6%	2.1%	190,035	+0.3%	$22.3M
VVisa Inc Com Cl A	2.5%	2.7%	62,485	-0.1%	$21.4M
ABBVAbbvie Inc	2.3%	2.5%	80,375	+0.1%	$20.2M
TMOThermo Fisher Scientific Inc	2.2%	2.7%	37,917	-0.3%	$19.0M
DEDeere & Co Com	2.0%	2.2%	27,764	+0.2%	$17.6M
JNJJohnson & Johnson	2.0%	2.3%	67,642	+0.0%	$17.2M
BACBank of Amer Corp	1.8%	1.9%	277,005	+0.1%	$15.8M
MSFTMicrosoft Corp	1.8%	2.2%	41,199	-0.1%	$15.4M
CATCaterpillar Inc Com	1.4%	1.2%	11,856	+1.0%	$12.6M
GEGe Aerospace	1.4%	1.3%	31,607	+0.0%	$11.8M
MMM3m Co Com	1.3%	1.4%	68,565	-1.5%	$11.1M
BMYBristol-Myers Squibb Co Com	1.1%	1.5%	171,715	-0.9%	$9.9M
GEVGe Vernova Inc	1.1%	1.0%	7,961	+0.3%	$9.4M
CRLCharles Riv Labs Intl Inc	1.0%	0.9%	37,286	+0.0%	$8.5M
DELLDell Technologies Inc	0.9%	0.4%	18,489	+1.1%	$8.0M
CLHClean Harbors Inc	0.8%	1.0%	23,908	-0.9%	$7.1M
AXONAxon Enterprise Inc	0.8%	0.7%	12,393	-0.2%	$6.9M
IBMInternational Business Machs	0.7%	0.8%	23,144	-0.1%	$6.5M
EOGEog Res Inc	0.7%	1.0%	46,946	+0.2%	$6.1M
XOMExxon Mobil Corp	0.7%	1.1%	44,250	-0.1%	$6.0M
ABTAbbott Laboratories	0.7%	1.0%	66,474	-3.1%	$6.0M
SHWSherwin Williams Co Com	0.7%	0.8%	16,975	-4.3%	$5.8M
PGProcter & Gamble Co Com	0.7%	0.8%	39,646	+0.7%	$5.8M
AWKAmerican Water Works Co. Inc.	0.7%	0.9%	43,604	-3.1%	$5.7M
DHRDanaher Corporation	0.6%	0.8%	28,105	-0.3%	$5.4M
KOCoca Cola Co	0.5%	0.6%	58,535	-0.1%	$4.8M
MDTMedtronic PLC	0.5%	0.7%	59,348	-0.1%	$4.6M
VRTXVertex Pharmaceuticals Inc	0.4%	0.5%	7,810	-0.6%	$3.9M
MRKMerck & Co. Inc	0.4%	0.5%	28,670	+0.0%	$3.7M
CARRCarrier Global Corporation	0.4%	0.4%	49,146	+1.4%	$3.6M
CVXChevron Corp New	0.4%	0.6%	21,554	+0.3%	$3.6M
MRNAModerna Inc	0.4%	0.3%	45,535	+2.7%	$3.2M
TXNTexas Instruments Inc	0.3%	0.3%	10,160	+0.0%	$3.0M
SPYSpdr S&p 500 ETF Tr	0.3%	0.3%	3,582	+0.0%	$2.7M
AVGOBroadcom Inc	0.3%	0.3%	6,634	+1.7%	$2.5M
AEMAgnico Eagle Mines Ltd	0.3%	0.4%	14,356	-0.2%	$2.2M
ALNYAlnylam Pharmaceuticals Inc	0.2%	0.3%	7,105	+0.0%	$2.1M
SYYSysco Corp	0.2%	0.2%	21,624	+0.0%	$1.8M
VRTVertiv Holdings Co	0.2%	—	4,746	—	$1.6M
HSYHershey Co.	0.2%	0.2%	8,000	+0.0%	$1.4M
GDGeneral Dynamics Corp	0.1%	—	3,000	—	$1.1M

What J.P. Marvel Investment Advisors, LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

No position grew by more than 5%.

Reduced

No position shrank by more than 5%.

Left the top 50

GOOG Alphabet Incwas 0.3%
T At&t Inc Comwas 0.2%

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +43.8% /yr; S&P 500 +20.1%
3 years: +32.1% /yr; S&P 500 +20.4%
5 years: +19.2% /yr; S&P 500 +11.2%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$871.2M	64
Q1 2026	$705.2M	60
Q4 2025	$720.1M	60
Q3 2025	$687.9M	61
Q2 2025	$621.0M	64
Q1 2025	$578.0M	69
Q4 2024	$605.9M	68
Q3 2024	$612.9M	75
Q2 2024	$609.7M	73
Q1 2024	$578.2M	73
Q4 2023	$504.8M	71
Q3 2023	$464.5M	69

Questions about J.P. Marvel Investment Advisors, LLC's portfolio

What stocks does J.P. Marvel Investment Advisors, LLC own?

J.P. Marvel Investment Advisors, LLC's latest 13F, for Q2 2026 and filed Jul 31, 2026, lists 64 positions worth $871.2M. The largest are Nvidia Corporation Com (NVDA) at 12.6%, Lam Research Corp (LRCX) at 8.0%, Lilly Eli & Co (LLY) at 7.7%, Corning Inc. (GLW) at 7.5% and Alphabet Inc (GOOGL) at 7.3%.

What did J.P. Marvel Investment Advisors, LLC buy last quarter?

J.P. Marvel Investment Advisors, LLC opened no new positions and grew none by more than 5% among its largest holdings in Q2 2026.

What did J.P. Marvel Investment Advisors, LLC sell last quarter?

In Q2 2026, J.P. Marvel Investment Advisors, LLC cut from its top 50 Alphabet Inc (GOOG) and cut from its top 50 At&t Inc Com (T), compared with its Q1 2026 filing.

How has J.P. Marvel Investment Advisors, LLC's portfolio performed?

A portfolio copying J.P. Marvel Investment Advisors, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +32.1% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +43.8% against +20.1%. Over 5 years: +19.2% a year against +11.2%.

When is J.P. Marvel Investment Advisors, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. J.P. Marvel Investment Advisors, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does J.P. Marvel Investment Advisors, LLC manage?

J.P. Marvel Investment Advisors, LLC reported $820.7M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $871.2M.