J.P. Marvel Investment Advisors, LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 14, 2025), J.P. Marvel Investment Advisors, LLC reported 64 stock positions worth $621.0 million. Its top holding was Nvidia (NVDA) at 14.8% of the portfolio, followed by Eli Lilly (LLY, 7.0%) and Apple (AAPL, 6.1%). Compared with Q1 2025, it opened 1 new position, sold out of 6, added to 12 and reduced 29. The biggest buy was JPMorgan Chase (JPM, shares +0%) and the biggest sale an exit from Intra-Cellular Therapies (ITCI).
- Most Recent 13F
- Q2 2026
- Location
- Boston, MA
- CIK
- 0001426755
- Portfolio Value
- $621.0M (Q2 2025)
- SEC Filing
- 0001172661-25-003367 ↗ filed Aug 14, 2025
Holdings Value
Holdings 64 stocks · $621.0M
| NVDA Nvidia Corp. | 14.77% | 580,473 | $91.7M | Reduce -0.2% |
| LLY Eli Lilly & Co. | 6.99% | 55,725 | $43.4M | Reduce -0.7% |
| AAPL Apple Inc. | 6.13% | 185,512 | $38.1M | Reduce -0.1% |
| JPM JPMorgan Chase & Co. | 5.16% | 110,531 | $32.0M | Add +0.5% |
| GOOGL Alphabet Inc. Class A | 5.03% | 177,280 | $31.2M | Reduce -0.3% |
| AMZN Amazon.com Inc. | 4.79% | 135,497 | $29.7M | Reduce -0.1% |
| MS Morgan Stanley | 4.48% | 197,574 | $27.8M | Reduce -0.4% |
| V Visa Inc. Class A | 3.60% | 62,972 | $22.4M | Reduce -0.0% |
| MSFT Microsoft Corp. | 3.49% | 43,531 | $21.7M | Reduce -0.0% |
| LRCX Lam Research Corp. | 2.58% | 164,520 | $16.0M | Reduce -0.0% |
| ABBV Abbvie Inc. | 2.54% | 84,939 | $15.8M | Reduce -0.1% |
| TMO Thermo Fisher Scientific Inc. | 2.49% | 38,181 | $15.5M | Reduce -0.3% |
| DE Deere & Co. | 2.27% | 27,710 | $14.1M | Add +0.1% |
| GLW Corning Inc. | 2.24% | 264,340 | $13.9M | Add +1.4% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 2.23% | 292,184 | $13.8M | No change |
| CSCO Cisco Systems Inc. | 2.13% | 190,922 | $13.2M | Add +2.5% |
| MMM 3M Co. | 1.71% | 69,883 | $10.6M | Reduce -0.2% |
| JNJ Johnson & Johnson | 1.65% | 67,035 | $10.2M | No change |
| ABT Abbott Laboratories | 1.54% | 70,188 | $9.5M | Add +0.3% |
| SHW The Sherwin-Williams Co. | 1.50% | 27,093 | $9.3M | Reduce -0.1% |
| AXON Axon Enterprise Inc. | 1.46% | 10,975 | $9.1M | Add +0.6% |
| EOG EOG Resources Inc. | 1.36% | 70,759 | $8.5M | Reduce -0.1% |
| GE General Electric filed as GE AEROSPACE | 1.30% | 31,326 | $8.1M | Reduce -0.0% |
| BMY Bristol-Myers Squibb Co. | 1.22% | 164,224 | $7.6M | Reduce -1.0% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 1.10% | 23,102 | $6.8M | Add +1.7% |
| PG The Procter & Gamble Co. | 1.06% | 41,127 | $6.6M | No change |
| AWK American Water Works Co. Inc. | 1.01% | 45,144 | $6.3M | Reduce -0.2% |
| CRL Charles River Laboratories | 0.91% | 37,064 | $5.6M | Reduce -1.0% |
| CLH Clean Harbors Inc. | 0.90% | 24,155 | $5.6M | Reduce -0.4% |
| DHR Danaher Corp. | 0.90% | 28,205 | $5.6M | Reduce -0.2% |
| CARR Carrier Global Corp. | 0.80% | 67,744 | $5.0M | Reduce -0.6% |
| MDT Medtronic PLC | 0.79% | 56,621 | $4.9M | Reduce -0.8% |
| KO The Coca-Cola Co. | 0.75% | 65,698 | $4.6M | No change |
| CAT Caterpillar Inc. | 0.73% | 11,658 | $4.5M | Reduce -0.7% |
| PYPL PayPal Holdings Inc. | 0.72% | 60,187 | $4.5M | Reduce -2.0% |
| XOM Exxon Mobil Corp. | 0.72% | 41,272 | $4.4M | Reduce -0.2% |
| GEV GE Vernova Inc. | 0.63% | 7,368 | $3.9M | Add +0.7% |
| VRTX Vertex Pharmaceuticals Inc. | 0.56% | 7,855 | $3.5M | Reduce -1.7% |
| MRK Merck & Co. Inc. | 0.49% | 38,670 | $3.1M | No change |
| HES Hess Corp. | 0.46% | 20,615 | $2.9M | No change |
| OTIS Otis Worldwide Corp. | 0.40% | 25,279 | $2.5M | Reduce -6.2% |
| PFE Pfizer Inc. | 0.37% | 94,753 | $2.3M | Reduce -2.6% |
| DELL Dell Technologies -C | 0.36% | 18,282 | $2.2M | Add +69.0% |
| ALNY Alnylam Pharmaceuticals Inc. | 0.36% | 6,824 | $2.2M | Add +70.6% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.36% | 3,582 | $2.2M | No change |
| TXN Texas Instruments Inc. | 0.34% | 10,160 | $2.1M | No change |
| AVGO Broadcom Inc. | 0.29% | 6,521 | $1.8M | No change |
| CMCSA Comcast Corp. Class A | 0.28% | 48,488 | $1.7M | Reduce -1.5% |
| AEM Agnico Eagle Mines Ltd. | 0.26% | 13,370 | $1.6M | No change |
| MRNA Moderna Inc. | 0.22% | 48,940 | $1.4M | Add +6.5% |
| HSY The Hershey Co. | 0.21% | 8,000 | $1.3M | No change |
| T AT&T Inc. | 0.21% | 44,595 | $1.3M | Add +62.9% |
| GOOG Alphabet Inc. Class C | 0.19% | 6,560 | $1.2M | No change |
| VLTO Veralto Corp. | 0.15% | 9,414 | $950K | No change |
| QCOM Qualcomm Inc. | 0.15% | 5,745 | $915K | New |
| GD General Dynamics Corp. | 0.14% | 3,000 | $875K | No change |
| SYY Sysco Corp. | 0.12% | 9,456 | $716K | No change |
| EPD Enterprise Products Partners | 0.10% | 20,247 | $628K | No change |
| VRT Vertiv Holdings Co. Class A | 0.10% | 4,600 | $591K | No change |
| IJH iShares Core S&P Midcap ETF | 0.06% | 6,295 | $390K | No change |
| MET Metlife Inc. | 0.05% | 3,990 | $321K | No change |
| EFA iShares MSCI Eafe ETF | 0.04% | 3,069 | $274K | No change |
| PEP Pepsico Inc. | 0.04% | 1,921 | $254K | No change |
| DUK Duke Energy Corp. | 0.03% | 1,811 | $214K | No change |
Portfolio Sells Q1 2025 → Q2 2025
| ITCI Intra-Cellular Therapies Inc. | Sold out | 0.00% | −1.46 |
| AKAM Akamai Technologies Inc. | Sold out | 0.00% | −1.09 |
| LLY Eli Lilly & Co. | Reduce -0.7% | 6.99% | −1.02 |
| AAPL Apple Inc. | Reduce -0.1% | 6.13% | −1.01 |
| TMO Thermo Fisher Scientific Inc. | Reduce -0.3% | 2.49% | −0.81 |
| ABBV Abbvie Inc. | Reduce -0.1% | 2.54% | −0.54 |
| BMY Bristol-Myers Squibb Co. | Reduce -1.0% | 1.22% | −0.53 |
| V Visa Inc. Class A | Reduce -0.0% | 3.60% | −0.22 |
| EOG EOG Resources Inc. | Reduce -0.1% | 1.36% | −0.21 |
| AWK American Water Works Co. Inc. | Reduce -0.2% | 1.01% | −0.14 |
| SHW The Sherwin-Williams Co. | Reduce -0.1% | 1.50% | −0.14 |
| XOM Exxon Mobil Corp. | Reduce -0.2% | 0.72% | −0.13 |
| SOLV Solventum Corp. | Sold out | 0.00% | −0.13 |
| VRTX Vertex Pharmaceuticals Inc. | Reduce -1.7% | 0.56% | −0.11 |
| DHR Danaher Corp. | Reduce -0.2% | 0.90% | −0.10 |
| MDT Medtronic PLC | Reduce -0.8% | 0.79% | −0.09 |
| OTIS Otis Worldwide Corp. | Reduce -6.2% | 0.40% | −0.08 |
| INTC Intel Corp. | Sold out | 0.00% | −0.07 |
| CRL Charles River Laboratories | Reduce -1.0% | 0.91% | −0.07 |
| MMM 3M Co. | Reduce -0.2% | 1.71% | −0.07 |
| PFE Pfizer Inc. | Reduce -2.6% | 0.37% | −0.06 |
| DIS The Walt Disney Co. | Sold out | 0.00% | −0.05 |
| CNC Centene Corp. | Sold out | 0.00% | −0.04 |
| CMCSA Comcast Corp. Class A | Reduce -1.5% | 0.28% | −0.04 |
| PYPL PayPal Holdings Inc. | Reduce -2.0% | 0.72% | +0.03 |
| CARR Carrier Global Corp. | Reduce -0.6% | 0.80% | +0.05 |
| CAT Caterpillar Inc. | Reduce -0.7% | 0.73% | +0.06 |
| CLH Clean Harbors Inc. | Reduce -0.4% | 0.90% | +0.07 |
| GE General Electric | Reduce -0.0% | 1.30% | +0.21 |
| GOOGL Alphabet Inc. Class A | Reduce -0.3% | 5.03% | +0.27 |
| AMZN Amazon.com Inc. | Reduce -0.1% | 4.79% | +0.32 |
| MS Morgan Stanley | Reduce -0.4% | 4.48% | +0.48 |
| LRCX Lam Research Corp. | Reduce -0.0% | 2.58% | +0.51 |
| MSFT Microsoft Corp. | Reduce -0.0% | 3.49% | +0.66 |
| NVDA Nvidia Corp. | Reduce -0.2% | 14.77% | +3.86 |
Portfolio Buys Q1 2025 → Q2 2025
| JPM JPMorgan Chase & Co. | Add +0.5% | 5.16% | +0.49 |
| AXON Axon Enterprise Inc. | Add +0.6% | 1.46% | +0.47 |
| GEV GE Vernova Inc. | Add +0.7% | 0.63% | +0.24 |
| DELL Dell Technologies -C | Add +69.0% | 0.36% | +0.19 |
| GLW Corning Inc. | Add +1.4% | 2.24% | +0.17 |
| ALNY Alnylam Pharmaceuticals Inc. | Add +70.6% | 0.36% | +0.17 |
| QCOM Qualcomm Inc. | New | 0.15% | +0.15 |
| CSCO Cisco Systems Inc. | Add +2.5% | 2.13% | +0.14 |
| IBM Intl Business Machines Corp. | Add +1.7% | 1.10% | +0.12 |
| T AT&T Inc. | Add +62.9% | 0.21% | +0.07 |
| DE Deere & Co. | Add +0.1% | 2.27% | +0.02 |
| MRNA Moderna Inc. | Add +6.5% | 0.22% | −0.01 |
| ABT Abbott Laboratories | Add +0.3% | 1.54% | −0.07 |
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 |