J.P. Marvel Investment Advisors, LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 31, 2026), J.P. Marvel Investment Advisors, LLC reported 64 stock positions worth $871.2 million. Its top holding was Nvidia (NVDA) at 12.6% of the portfolio, followed by Lam Research (LRCX, 8.0%) and Eli Lilly (LLY, 7.7%). Compared with Q1 2026, it opened 5 new positions, sold out of 1, added to 22 and reduced 22. The biggest buy was Dell Technologies -C (DELL, shares +1%) and the biggest sale Nvidia (NVDA, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- Boston, MA
- CIK
- 0001426755
- Portfolio Value
- $871.2M (Q2 2026)
- SEC Filing
- 0001172661-26-002990 ↗ filed Jul 31, 2026
Holdings Value
Holdings 64 stocks · $871.2M
| NVDA Nvidia Corp. | 12.58% | 547,557 | $109.6M | Reduce -0.8% |
| LRCX Lam Research Corp. | 7.98% | 160,505 | $69.6M | Reduce -2.3% |
| LLY Eli Lilly & Co. | 7.69% | 55,847 | $67.0M | Add +0.5% |
| GLW Corning Inc. | 7.45% | 254,244 | $64.9M | Reduce -1.8% |
| GOOGL Alphabet Inc. Class A | 7.30% | 177,868 | $63.6M | Add +0.2% |
| AAPL Apple Inc. | 6.17% | 185,779 | $53.8M | Add +0.1% |
| MS Morgan Stanley | 4.75% | 197,896 | $41.4M | Add +0.0% |
| JPM JPMorgan Chase & Co. | 4.16% | 110,715 | $36.2M | Add +0.2% |
| AMZN Amazon.com Inc. | 3.53% | 128,857 | $30.7M | Add +0.1% |
| CSCO Cisco Systems Inc. | 2.56% | 190,035 | $22.3M | Add +0.3% |
| V Visa Inc. Class A | 2.46% | 62,485 | $21.4M | Reduce -0.1% |
| ABBV Abbvie Inc. | 2.32% | 80,375 | $20.2M | Add +0.1% |
| TMO Thermo Fisher Scientific Inc. | 2.18% | 37,917 | $19.0M | Reduce -0.3% |
| DE Deere & Co. | 2.02% | 27,764 | $17.6M | Add +0.2% |
| JNJ Johnson & Johnson | 1.97% | 67,642 | $17.2M | No change |
| BAC Bank of America Corp. | 1.81% | 277,005 | $15.8M | Add +0.1% |
| MSFT Microsoft Corp. | 1.76% | 41,199 | $15.4M | Reduce -0.1% |
| CAT Caterpillar Inc. | 1.45% | 11,856 | $12.6M | Add +1.0% |
| GE General Electric filed as GE AEROSPACE | 1.36% | 31,607 | $11.8M | No change |
| MMM 3M Co. | 1.27% | 68,565 | $11.1M | Reduce -1.5% |
| BMY Bristol-Myers Squibb Co. | 1.14% | 171,715 | $9.9M | Reduce -0.9% |
| GEV GE Vernova Inc. | 1.07% | 7,961 | $9.4M | Add +0.3% |
| CRL Charles River Laboratories | 0.97% | 37,286 | $8.5M | No change |
| DELL Dell Technologies -C | 0.92% | 18,489 | $8.0M | Add +1.1% |
| CLH Clean Harbors Inc. | 0.82% | 23,908 | $7.1M | Reduce -0.9% |
| AXON Axon Enterprise Inc. | 0.80% | 12,393 | $6.9M | Reduce -0.2% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.75% | 23,144 | $6.5M | Reduce -0.1% |
| EOG EOG Resources Inc. | 0.70% | 46,946 | $6.1M | Add +0.2% |
| XOM Exxon Mobil Corp. | 0.69% | 44,250 | $6.0M | Reduce -0.1% |
| ABT Abbott Laboratories | 0.69% | 66,474 | $6.0M | Reduce -3.1% |
| SHW The Sherwin-Williams Co. | 0.67% | 16,975 | $5.8M | Reduce -4.3% |
| PG The Procter & Gamble Co. | 0.67% | 39,646 | $5.8M | Add +0.7% |
| AWK American Water Works Co. Inc. | 0.66% | 43,604 | $5.7M | Reduce -3.1% |
| DHR Danaher Corp. | 0.61% | 28,105 | $5.4M | Reduce -0.3% |
| KO The Coca-Cola Co. | 0.55% | 58,535 | $4.8M | Reduce -0.1% |
| MDT Medtronic PLC | 0.53% | 59,348 | $4.6M | Reduce -0.1% |
| VRTX Vertex Pharmaceuticals Inc. | 0.45% | 7,810 | $3.9M | Reduce -0.6% |
| MRK Merck & Co. Inc. | 0.42% | 28,670 | $3.7M | No change |
| CARR Carrier Global Corp. | 0.41% | 49,146 | $3.6M | Add +1.4% |
| CVX Chevron Corp. | 0.41% | 21,554 | $3.6M | Add +0.3% |
| MRNA Moderna Inc. | 0.37% | 45,535 | $3.2M | Add +2.7% |
| TXN Texas Instruments Inc. | 0.35% | 10,160 | $3.0M | No change |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.31% | 3,582 | $2.7M | No change |
| AVGO Broadcom Inc. | 0.29% | 6,634 | $2.5M | Add +1.7% |
| AEM Agnico Eagle Mines Ltd. | 0.26% | 14,356 | $2.2M | Reduce -0.2% |
| ALNY Alnylam Pharmaceuticals Inc. | 0.25% | 7,105 | $2.1M | No change |
| SYY Sysco Corp. | 0.21% | 21,624 | $1.8M | No change |
| VRT Vertiv Holdings Co. Class A | 0.18% | 4,746 | $1.6M | Add +3.2% |
| HSY The Hershey Co. | 0.16% | 8,000 | $1.4M | No change |
| GD General Dynamics Corp. | 0.12% | 3,000 | $1.1M | No change |
| QCOM Qualcomm Inc. | 0.12% | 5,745 | $1.1M | No change |
| GOOG Alphabet Inc. Class C | 0.12% | 2,930 | $1.0M | Reduce -56.0% |
| T AT&T Inc. | 0.11% | 44,984 | $931K | No change |
| VLTO Veralto Corp. | 0.09% | 9,152 | $812K | Reduce -2.2% |
| EPD Enterprise Products Partners | 0.09% | 21,089 | $775K | Add +4.2% |
| IJH iShares Core S&P Midcap ETF | 0.06% | 6,670 | $514K | Add +6.0% |
| EFA iShares MSCI Eafe ETF | 0.04% | 3,069 | $319K | No change |
| RTX RTX Corp. | 0.03% | 1,560 | $296K | New |
| PEP Pepsico Inc. | 0.03% | 1,832 | $248K | No change |
| VSLU Applied Finance Valuat ETF | 0.03% | 5,038 | $233K | New |
| DUK Duke Energy Corp. | 0.03% | 1,811 | $229K | No change |
| FAST Fastenal Co. | 0.03% | 4,600 | $221K | New |
| IEFA iShares Core MSCI Eafe ETF | 0.02% | 2,130 | $206K | New |
| HD Home Depot Inc. | 0.02% | 577 | $203K | New |
Portfolio Sells Q1 2026 → Q2 2026
| NVDA Nvidia Corp. | Reduce -0.8% | 12.58% | −1.08 |
| TMO Thermo Fisher Scientific Inc. | Reduce -0.3% | 2.18% | −0.47 |
| MSFT Microsoft Corp. | Reduce -0.1% | 1.76% | −0.40 |
| XOM Exxon Mobil Corp. | Reduce -0.1% | 0.69% | −0.37 |
| BMY Bristol-Myers Squibb Co. | Reduce -0.9% | 1.14% | −0.35 |
| ABT Abbott Laboratories | Reduce -3.1% | 0.69% | −0.31 |
| V Visa Inc. Class A | Reduce -0.1% | 2.46% | −0.22 |
| AWK American Water Works Co. Inc. | Reduce -3.1% | 0.66% | −0.21 |
| MDT Medtronic PLC | Reduce -0.1% | 0.53% | −0.20 |
| CLH Clean Harbors Inc. | Reduce -0.9% | 0.82% | −0.16 |
| MMM 3M Co. | Reduce -1.5% | 1.27% | −0.16 |
| AEM Agnico Eagle Mines Ltd. | Reduce -0.2% | 0.26% | −0.16 |
| GOOG Alphabet Inc. Class C | Reduce -56.0% | 0.12% | −0.15 |
| DHR Danaher Corp. | Reduce -0.3% | 0.61% | −0.14 |
| SHW The Sherwin-Williams Co. | Reduce -4.3% | 0.67% | −0.14 |
| DBRG Digitalbridge Group Inc. | Sold out | 0.00% | −0.11 |
| KO The Coca-Cola Co. | Reduce -0.1% | 0.55% | −0.09 |
| VRTX Vertex Pharmaceuticals Inc. | Reduce -0.6% | 0.45% | −0.05 |
| IBM Intl Business Machines Corp. | Reduce -0.1% | 0.75% | −0.05 |
| VLTO Veralto Corp. | Reduce -2.2% | 0.09% | −0.02 |
| AXON Axon Enterprise Inc. | Reduce -0.2% | 0.80% | +0.05 |
| GLW Corning Inc. | Reduce -1.8% | 7.45% | +2.46 |
| LRCX Lam Research Corp. | Reduce -2.3% | 7.98% | +3.01 |
Portfolio Buys Q1 2026 → Q2 2026
| DELL Dell Technologies -C | Add +1.1% | 0.92% | +0.49 |
| CSCO Cisco Systems Inc. | Add +0.3% | 2.56% | +0.48 |
| LLY Eli Lilly & Co. | Add +0.5% | 7.69% | +0.44 |
| CAT Caterpillar Inc. | Add +1.0% | 1.45% | +0.27 |
| MS Morgan Stanley | Add +0.0% | 4.75% | +0.13 |
| GEV GE Vernova Inc. | Add +0.3% | 1.07% | +0.09 |
| GOOGL Alphabet Inc. Class A | Add +0.2% | 7.30% | +0.06 |
| MRNA Moderna Inc. | Add +2.7% | 0.37% | +0.05 |
| RTX RTX Corp. | New | 0.03% | +0.03 |
| CARR Carrier Global Corp. | Add +1.4% | 0.41% | +0.03 |
| VSLU Applied Finance Valuat ETF | New | 0.03% | +0.03 |
| FAST Fastenal Co. | New | 0.03% | +0.03 |
| IEFA iShares Core MSCI Eafe ETF | New | 0.02% | +0.02 |
| HD Home Depot Inc. | New | 0.02% | +0.02 |
| VRT Vertiv Holdings Co. Class A | Add +3.2% | 0.18% | +0.02 |
| AVGO Broadcom Inc. | Add +1.7% | 0.29% | +0.00 |
| IJH iShares Core S&P Midcap ETF | Add +6.0% | 0.06% | −0.00 |
| EPD Enterprise Products Partners | Add +4.2% | 0.09% | −0.02 |
| BAC Bank of America Corp. | Add +0.1% | 1.81% | −0.10 |
| PG The Procter & Gamble Co. | Add +0.7% | 0.67% | −0.14 |
| ABBV Abbvie Inc. | Add +0.1% | 2.32% | −0.16 |
| DE Deere & Co. | Add +0.2% | 2.02% | −0.19 |
| CVX Chevron Corp. | Add +0.3% | 0.41% | −0.22 |
| EOG EOG Resources Inc. | Add +0.2% | 0.70% | −0.26 |
| AMZN Amazon.com Inc. | Add +0.1% | 3.53% | −0.28 |
| JPM JPMorgan Chase & Co. | Add +0.2% | 4.16% | −0.45 |
| AAPL Apple Inc. | Add +0.1% | 6.17% | −0.51 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 64 | $871.2M | NVDA, LRCX, LLY, GLW, GOOGL |
| Q1 2026 | 60 | $705.2M | NVDA, LLY, GOOGL, AAPL, GLW |
| Q4 2025 | 60 | $720.1M | NVDA, LLY, GOOGL, AAPL, JPM |
| Q3 2025 | 61 | $687.9M | NVDA, AAPL, GOOGL, LLY, JPM |
| Q2 2025 | 64 | $621.0M | NVDA, LLY, AAPL, JPM, GOOGL |
| Q1 2025 | 69 | $578.0M | NVDA, LLY, AAPL, GOOGL, JPM |
| Q4 2024 | 68 | $605.9M | NVDA, AAPL, LLY, GOOGL, AMZN |
| Q3 2024 | 75 | $612.9M | NVDA, LLY, AAPL, GOOGL, AMZN |
| Q2 2024 | 73 | $609.7M | NVDA, LLY, AAPL, GOOGL, AMZN |
| Q1 2024 | 73 | $578.2M | NVDA, LLY, AAPL, GOOGL, AMZN |