J.P. Marvel Investment Advisors, LLC

In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 8, 2024), J.P. Marvel Investment Advisors, LLC reported 73 stock positions worth $578.2 million. Its top holding was Nvidia (NVDA) at 12.2% of the portfolio, followed by Eli Lilly (LLY, 7.5%) and Apple (AAPL, 5.4%). Compared with Q4 2023, it opened 2 new positions, added to 25 and reduced 25. The biggest buy was a new position in Walt Disney (DIS) and the biggest sale Apple (AAPL, shares −13%).

Most Recent 13F
Q2 2026
Location
Boston, MA
CIK
0001426755
Portfolio Value
$578.2M (Q1 2024)
SEC Filing
0001172661-24-002093 ↗ filed May 8, 2024

Holdings Value

0$200.0M$400.0M$600.0M$800.0M$1.0B Q1 2024: $578.2M $578.2M Q1 2024 Q2 2024: $609.7M Q2 2024 Q3 2024: $612.9M Q3 2024 Q4 2024: $605.9M Q4 2024 Q1 2025: $578.0M Q1 2025 Q2 2025: $621.0M Q2 2025 Q3 2025: $687.9M Q3 2025 Q4 2025: $720.1M Q4 2025 Q1 2026: $705.2M Q1 2026 Q2 2026: $871.2M Q2 2026

Holdings 73 stocks · $578.2M
NVDA Nvidia Corp. 12.16% 77,790 $70.3M Reduce -12.0%
LLY Eli Lilly & Co. 7.53% 55,938 $43.5M Reduce -0.2%
AAPL Apple Inc. 5.41% 182,319 $31.3M Reduce -12.7%
GOOGL Alphabet Inc. Class A 4.67% 178,937 $27.0M Reduce -12.6%
AMZN Amazon.com Inc. 4.29% 137,647 $24.8M Add +2.1%
TMO Thermo Fisher Scientific Inc. 3.89% 38,680 $22.5M Reduce -0.6%
JPM JPMorgan Chase & Co. 3.84% 110,749 $22.2M Reduce -0.0%
MS Morgan Stanley 3.27% 200,512 $18.9M Reduce -0.1%
MSFT Microsoft Corp. 3.24% 44,512 $18.7M Add +0.1%
V Visa Inc. Class A 3.06% 63,483 $17.7M Add +0.1%
LRCX Lam Research Corp. 2.82% 16,797 $16.3M Reduce -0.1%
ABBV Abbvie Inc. 2.69% 85,373 $15.5M Reduce -0.0%
DE Deere & Co. 1.95% 27,473 $11.3M Reduce -0.7%
BAC Bank of America Corp. filed as BANK AMERICA CORP 1.93% 294,176 $11.2M Add +8.3%
CRL Charles River Laboratories 1.85% 39,486 $10.7M Add +1.8%
JNJ Johnson & Johnson 1.83% 66,984 $10.6M Reduce -0.2%
SHW The Sherwin-Williams Co. 1.65% 27,427 $9.5M Add +3.6%
AKAM Akamai Technologies Inc. 1.64% 87,369 $9.5M Reduce -0.6%
CSCO Cisco Systems Inc. 1.61% 186,848 $9.3M Reduce -1.1%
EOG EOG Resources Inc. 1.58% 71,555 $9.1M Reduce -0.0%
BMY Bristol-Myers Squibb Co. 1.57% 167,091 $9.1M Reduce -0.8%
DHR Danaher Corp. 1.48% 34,325 $8.6M Add +10.1%
GLW Corning Inc. 1.45% 253,541 $8.4M Reduce -0.2%
ABT Abbott Laboratories 1.38% 70,155 $8.0M Add +0.0%
PG The Procter & Gamble Co. 1.16% 41,202 $6.7M Reduce -0.1%
CVS CVS Health Corp. 0.98% 70,692 $5.6M Add +4.0%
AWK American Water Works Co. Inc. 0.96% 45,234 $5.5M No change
INTC Intel Corp. 0.95% 124,882 $5.5M Add +5.7%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.95% 44,680 $5.5M New
MRK Merck & Co. Inc. 0.92% 40,350 $5.3M No change
GE General Electric 0.90% 29,551 $5.2M Add +20.4%
MMM 3M Co. 0.89% 48,396 $5.1M New
MDT Medtronic PLC 0.87% 57,996 $5.1M Add +0.8%
MRNA Moderna Inc. 0.85% 46,112 $4.9M Add +0.2%
CLH Clean Harbors Inc. 0.85% 24,337 $4.9M Reduce -0.3%
XOM Exxon Mobil Corp. 0.83% 41,098 $4.8M Reduce -0.1%
CAT Caterpillar Inc. 0.79% 12,459 $4.6M Add +2.4%
ITCI Intra-Cellular Therapies Inc. 0.78% 64,886 $4.5M No change
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.76% 23,055 $4.4M Add +16.1%
AMD Advanced Micro Devices 0.72% 22,918 $4.1M Add +17.2%
PFE Pfizer Inc. 0.71% 148,249 $4.1M Reduce -5.4%
KO The Coca-Cola Co. 0.70% 66,589 $4.1M No change
CARR Carrier Global Corp. 0.69% 68,684 $4.0M Add +22.0%
CNC Centene Corp. 0.62% 45,915 $3.6M No change
HES Hess Corp. 0.55% 20,932 $3.2M Reduce -3.9%
OTIS Otis Worldwide Corp. 0.47% 27,122 $2.7M Add +25.5%
VRTX Vertex Pharmaceuticals Inc. 0.46% 6,392 $2.7M Add +2.8%
CMCSA Comcast Corp. Class A 0.41% 55,274 $2.4M No change
MCD McDonald's Corp. 0.38% 7,700 $2.2M No change
ADBE Adobe Inc. 0.38% 4,299 $2.2M No change
SBUX Starbucks Corp. 0.34% 21,300 $1.9M No change
SPY SS SPDR S&P 500 ETF Trust-US 0.33% 3,593 $1.9M No change
F Ford Motor Co. filed as FORD MTR CO DEL 0.32% 139,624 $1.9M Add +21.7%
TXN Texas Instruments Inc. 0.31% 10,160 $1.8M No change
HSY The Hershey Co. 0.27% 8,000 $1.6M No change
DELL Dell Technologies -C 0.21% 10,887 $1.2M Add +0.9%
MOS The Mosaic Co. 0.20% 34,836 $1.1M Reduce -19.5%
GT Goodyear Tire & Rubber Co. 0.20% 82,102 $1.1M Reduce -25.0%
GOOG Alphabet Inc. Class C 0.16% 6,200 $944K No change
AVGO Broadcom Inc. 0.15% 658 $872K Add +12.1%
VLTO Veralto Corp. 0.15% 9,629 $854K Reduce -9.3%
GD General Dynamics Corp. 0.15% 3,000 $847K No change
AEM Agnico Eagle Mines Ltd. 0.14% 13,450 $802K No change
SYY Sysco Corp. 0.13% 9,456 $768K Add +0.3%
ALNY Alnylam Pharmaceuticals Inc. 0.10% 4,000 $598K No change
EPD Enterprise Products Partners 0.10% 20,247 $591K No change
ENPH Enphase Energy Inc. 0.09% 4,394 $532K Add +108.3%
VZ Verizon Communications Inc. 0.08% 11,609 $487K Add +4.4%
IJH iShares Core S&P Midcap ETF 0.07% 6,295 $382K No change
VRT Vertiv Holdings Co. Class A 0.07% 4,600 $376K No change
PEP Pepsico Inc. 0.06% 1,921 $336K Reduce -0.8%
MET Metlife Inc. 0.05% 3,990 $296K No change
EFA iShares MSCI Eafe ETF 0.04% 3,069 $245K No change

Portfolio Sells Q4 2023 → Q1 2024
AAPL Apple Inc. Reduce -12.7% 5.41% −2.56
GOOGL Alphabet Inc. Class A Reduce -12.6% 4.67% −0.99
MS Morgan Stanley Reduce -0.1% 3.27% −0.44
AKAM Akamai Technologies Inc. Reduce -0.6% 1.64% −0.42
CSCO Cisco Systems Inc. Reduce -1.1% 1.61% −0.28
JNJ Johnson & Johnson Reduce -0.2% 1.83% −0.25
DE Deere & Co. Reduce -0.7% 1.95% −0.24
TMO Thermo Fisher Scientific Inc. Reduce -0.6% 3.89% −0.20
PFE Pfizer Inc. Reduce -5.4% 0.71% −0.18
BMY Bristol-Myers Squibb Co. Reduce -0.8% 1.57% −0.14
EOG EOG Resources Inc. Reduce -0.0% 1.58% −0.13
GT Goodyear Tire & Rubber Co. Reduce -25.0% 0.20% −0.12
MOS The Mosaic Co. Reduce -19.5% 0.20% −0.11
GLW Corning Inc. Reduce -0.2% 1.45% −0.09
HES Hess Corp. Reduce -3.9% 0.55% −0.07
PG The Procter & Gamble Co. Reduce -0.1% 1.16% −0.04
VLTO Veralto Corp. Reduce -9.3% 0.15% −0.03
PEP Pepsico Inc. Reduce -0.8% 0.06% −0.01
CLH Clean Harbors Inc. Reduce -0.3% 0.85% +0.00
XOM Exxon Mobil Corp. Reduce -0.1% 0.83% +0.01
ABBV Abbvie Inc. Reduce -0.0% 2.69% +0.07
JPM JPMorgan Chase & Co. Reduce -0.0% 3.84% +0.10
LRCX Lam Research Corp. Reduce -0.1% 2.82% +0.21
LLY Eli Lilly & Co. Reduce -0.2% 7.53% +1.05
NVDA Nvidia Corp. Reduce -12.0% 12.16% +3.49

Portfolio Buys Q4 2023 → Q1 2024
DIS The Walt Disney Co. New 0.95% +0.95
MMM 3M Co. New 0.89% +0.89
GE General Electric Add +20.4% 0.90% +0.28
AMZN Amazon.com Inc. Add +2.1% 4.29% +0.24
AMD Advanced Micro Devices Add +17.2% 0.72% +0.14
BAC Bank of America Corp. Add +8.3% 1.93% +0.12
IBM Intl Business Machines Corp. Add +16.1% 0.76% +0.12
OTIS Otis Worldwide Corp. Add +25.5% 0.47% +0.08
CAT Caterpillar Inc. Add +2.4% 0.79% +0.08
DHR Danaher Corp. Add +10.1% 1.48% +0.05
DELL Dell Technologies -C Add +0.9% 0.21% +0.05
CARR Carrier Global Corp. Add +22.0% 0.69% +0.05
F Ford Motor Co. Add +21.7% 0.32% +0.04
ENPH Enphase Energy Inc. Add +108.3% 0.09% +0.04
CRL Charles River Laboratories Add +1.8% 1.85% +0.03
AVGO Broadcom Inc. Add +12.1% 0.15% +0.02
SHW The Sherwin-Williams Co. Add +3.6% 1.65% +0.01
VZ Verizon Communications Inc. Add +4.4% 0.08% +0.00
SYY Sysco Corp. Add +0.3% 0.13% −0.00
VRTX Vertex Pharmaceuticals Inc. Add +2.8% 0.46% −0.04
MRNA Moderna Inc. Add +0.2% 0.85% −0.06
MDT Medtronic PLC Add +0.8% 0.87% −0.06
MSFT Microsoft Corp. Add +0.1% 3.24% −0.07
CVS CVS Health Corp. Add +4.0% 0.98% −0.09
ABT Abbott Laboratories Add +0.0% 1.38% −0.15
V Visa Inc. Class A Add +0.1% 3.06% −0.21
INTC Intel Corp. Add +5.7% 0.95% −0.22

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 64$871.2MNVDA, LRCX, LLY, GLW, GOOGL
Q1 2026 60$705.2MNVDA, LLY, GOOGL, AAPL, GLW
Q4 2025 60$720.1MNVDA, LLY, GOOGL, AAPL, JPM
Q3 2025 61$687.9MNVDA, AAPL, GOOGL, LLY, JPM
Q2 2025 64$621.0MNVDA, LLY, AAPL, JPM, GOOGL
Q1 2025 69$578.0MNVDA, LLY, AAPL, GOOGL, JPM
Q4 2024 68$605.9MNVDA, AAPL, LLY, GOOGL, AMZN
Q3 2024 75$612.9MNVDA, LLY, AAPL, GOOGL, AMZN
Q2 2024 73$609.7MNVDA, LLY, AAPL, GOOGL, AMZN
Q1 2024 73$578.2MNVDA, LLY, AAPL, GOOGL, AMZN