J.P. Marvel Investment Advisors, LLC

In its 13F for Q2 2024 (holdings as of June 30, 2024, filed July 26, 2024), J.P. Marvel Investment Advisors, LLC reported 73 stock positions worth $609.7 million. Its top holding was Nvidia (NVDA) at 15.7% of the portfolio, followed by Eli Lilly (LLY, 8.3%) and Apple (AAPL, 6.3%). Compared with Q1 2024, it sold out of 2, added to 1 and reduced 34. The biggest buy was 3M (MMM, shares +3%) and the biggest sale Charles River Laboratories (CRL, shares −0%).

Most Recent 13F
Q2 2026
Location
Boston, MA
CIK
0001426755
Portfolio Value
$609.7M (Q2 2024)
SEC Filing
0001172661-24-002942 ↗ filed Jul 26, 2024

Holdings Value

0$200.0M$400.0M$600.0M$800.0M$1.0B Q1 2024: $578.2M Q1 2024 Q2 2024: $609.7M $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 · $609.7M
NVDA Nvidia Corp. 15.75% 777,130 $96.0M No change
LLY Eli Lilly & Co. 8.30% 55,868 $50.6M Reduce -0.1%
AAPL Apple Inc. 6.30% 182,254 $38.4M Reduce -0.0%
GOOGL Alphabet Inc. Class A 5.34% 178,794 $32.6M Reduce -0.1%
AMZN Amazon.com Inc. 4.36% 137,607 $26.6M Reduce -0.0%
JPM JPMorgan Chase & Co. 3.67% 110,711 $22.4M Reduce -0.0%
TMO Thermo Fisher Scientific Inc. 3.51% 38,660 $21.4M Reduce -0.1%
MSFT Microsoft Corp. 3.26% 44,440 $19.9M Reduce -0.2%
MS Morgan Stanley 3.20% 200,512 $19.5M No change
LRCX Lam Research Corp. 2.93% 16,787 $17.9M Reduce -0.1%
V Visa Inc. Class A 2.73% 63,483 $16.7M No change
ABBV Abbvie Inc. 2.40% 85,260 $14.6M Reduce -0.1%
BAC Bank of America Corp. filed as BANK AMERICA CORP 1.92% 294,111 $11.7M Reduce -0.0%
DE Deere & Co. 1.68% 27,453 $10.3M Reduce -0.1%
GLW Corning Inc. 1.61% 252,741 $9.8M Reduce -0.3%
JNJ Johnson & Johnson 1.61% 66,984 $9.8M No change
EOG EOG Resources Inc. 1.48% 71,555 $9.0M No change
CSCO Cisco Systems Inc. 1.44% 185,408 $8.8M Reduce -0.8%
DHR Danaher Corp. 1.41% 34,285 $8.6M Reduce -0.1%
SHW The Sherwin-Williams Co. 1.34% 27,427 $8.2M No change
CRL Charles River Laboratories 1.34% 39,476 $8.2M Reduce -0.0%
AKAM Akamai Technologies Inc. 1.28% 86,346 $7.8M Reduce -1.2%
ABT Abbott Laboratories 1.20% 70,155 $7.3M No change
BMY Bristol-Myers Squibb Co. 1.12% 164,074 $6.8M Reduce -1.8%
PG The Procter & Gamble Co. 1.11% 41,202 $6.8M No change
AWK American Water Works Co. Inc. 0.96% 45,234 $5.8M No change
CLH Clean Harbors Inc. 0.90% 24,337 $5.5M No change
MRNA Moderna Inc. 0.90% 46,112 $5.5M No change
MMM 3M Co. 0.83% 49,779 $5.1M Add +2.9%
MRK Merck & Co. Inc. 0.82% 40,350 $5.0M No change
XOM Exxon Mobil Corp. 0.78% 41,058 $4.7M Reduce -0.1%
GE General Electric filed as GE AEROSPACE 0.77% 29,551 $4.7M No change
MDT Medtronic PLC 0.75% 57,996 $4.6M No change
ITCI Intra-Cellular Therapies Inc. 0.73% 64,881 $4.4M Reduce -0.0%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.72% 44,432 $4.4M Reduce -0.6%
CARR Carrier Global Corp. 0.71% 68,684 $4.3M No change
KO The Coca-Cola Co. 0.70% 66,589 $4.2M No change
CAT Caterpillar Inc. 0.68% 12,364 $4.1M Reduce -0.8%
PFE Pfizer Inc. 0.67% 146,458 $4.1M Reduce -1.2%
CVS CVS Health Corp. 0.67% 69,192 $4.1M Reduce -2.1%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.65% 23,055 $4.0M No change
INTC Intel Corp. 0.62% 121,976 $3.8M Reduce -2.3%
AMD Advanced Micro Devices 0.61% 22,906 $3.7M Reduce -0.1%
HES Hess Corp. 0.51% 20,932 $3.1M No change
CNC Centene Corp. 0.50% 45,830 $3.0M Reduce -0.2%
VRTX Vertex Pharmaceuticals Inc. 0.49% 6,392 $3.0M No change
OTIS Otis Worldwide Corp. 0.43% 27,122 $2.6M No change
ADBE Adobe Inc. 0.38% 4,127 $2.3M Reduce -4.0%
CMCSA Comcast Corp. Class A 0.35% 54,831 $2.1M Reduce -0.8%
TXN Texas Instruments Inc. 0.32% 10,160 $2.0M No change
SPY SS SPDR S&P 500 ETF Trust-US 0.32% 3,593 $2.0M No change
F Ford Motor Co. filed as FORD MTR CO DEL 0.29% 139,144 $1.7M Reduce -0.3%
DELL Dell Technologies -C 0.25% 10,887 $1.5M No change
HSY The Hershey Co. 0.24% 8,000 $1.5M No change
GEV GE Vernova Inc. 0.21% 7,358 $1.3M Reduce -0.4%
GOOG Alphabet Inc. Class C 0.19% 6,200 $1.1M No change
AVGO Broadcom Inc. 0.17% 658 $1.1M No change
MOS The Mosaic Co. 0.16% 34,141 $987K Reduce -2.0%
ALNY Alnylam Pharmaceuticals Inc. 0.16% 4,000 $972K No change
VLTO Veralto Corp. 0.15% 9,615 $918K Reduce -0.1%
GT Goodyear Tire & Rubber Co. 0.15% 78,807 $894K Reduce -4.0%
AEM Agnico Eagle Mines Ltd. 0.14% 13,450 $880K No change
GD General Dynamics Corp. 0.14% 3,000 $870K No change
SYY Sysco Corp. 0.11% 9,456 $675K No change
SOLV Solventum Corp. 0.10% 11,788 $623K Reduce -2.6%
EPD Enterprise Products Partners 0.10% 20,247 $587K No change
VZ Verizon Communications Inc. 0.08% 11,609 $479K No change
ENPH Enphase Energy Inc. 0.07% 4,394 $438K No change
VRT Vertiv Holdings Co. Class A 0.07% 4,600 $398K No change
IJH iShares Core S&P Midcap ETF 0.06% 6,295 $368K No change
PEP Pepsico Inc. 0.05% 1,921 $317K No change
MET Metlife Inc. 0.05% 3,990 $280K No change
EFA iShares MSCI Eafe ETF 0.04% 3,069 $240K No change

Portfolio Sells Q1 2024 → Q2 2024
CRL Charles River Laboratories Reduce -0.0% 1.34% −0.51
BMY Bristol-Myers Squibb Co. Reduce -1.8% 1.12% −0.45
TMO Thermo Fisher Scientific Inc. Reduce -0.1% 3.51% −0.38
MCD McDonald's Corp. Sold out 0.00% −0.38
AKAM Akamai Technologies Inc. Reduce -1.2% 1.28% −0.37
SBUX Starbucks Corp. Sold out 0.00% −0.34
INTC Intel Corp. Reduce -2.3% 0.62% −0.33
CVS CVS Health Corp. Reduce -2.1% 0.67% −0.30
ABBV Abbvie Inc. Reduce -0.1% 2.40% −0.29
DE Deere & Co. Reduce -0.1% 1.68% −0.27
DIS The Walt Disney Co. Reduce -0.6% 0.72% −0.22
CSCO Cisco Systems Inc. Reduce -0.8% 1.44% −0.17
JPM JPMorgan Chase & Co. Reduce -0.0% 3.67% −0.16
CNC Centene Corp. Reduce -0.2% 0.50% −0.12
CAT Caterpillar Inc. Reduce -0.8% 0.68% −0.11
AMD Advanced Micro Devices Reduce -0.1% 0.61% −0.11
DHR Danaher Corp. Reduce -0.1% 1.41% −0.08
CMCSA Comcast Corp. Class A Reduce -0.8% 0.35% −0.06
XOM Exxon Mobil Corp. Reduce -0.1% 0.78% −0.05
GT Goodyear Tire & Rubber Co. Reduce -4.0% 0.15% −0.05
ITCI Intra-Cellular Therapies Inc. Reduce -0.0% 0.73% −0.05
PFE Pfizer Inc. Reduce -1.2% 0.67% −0.04
F Ford Motor Co. Reduce -0.3% 0.29% −0.03
MOS The Mosaic Co. Reduce -2.0% 0.16% −0.03
GEV GE Vernova Inc. Reduce -0.4% 0.21% −0.01
BAC Bank of America Corp. Reduce -0.0% 1.92% −0.01
SOLV Solventum Corp. Reduce -2.6% 0.10% −0.01
ADBE Adobe Inc. Reduce -4.0% 0.38% +0.00
VLTO Veralto Corp. Reduce -0.1% 0.15% +0.00
MSFT Microsoft Corp. Reduce -0.2% 3.26% +0.02
AMZN Amazon.com Inc. Reduce -0.0% 4.36% +0.07
LRCX Lam Research Corp. Reduce -0.1% 2.93% +0.11
GLW Corning Inc. Reduce -0.3% 1.61% +0.17
GOOGL Alphabet Inc. Class A Reduce -0.1% 5.34% +0.67
LLY Eli Lilly & Co. Reduce -0.1% 8.30% +0.77
AAPL Apple Inc. Reduce -0.0% 6.30% +0.89

Portfolio Buys Q1 2024 → Q2 2024
MMM 3M Co. Add +2.9% 0.83% −0.05

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