Q1 2026 · 13F-HR
J.P. Marvel Investment Advisors, LLCholdings as filed
Filed 2026-05-06 · accession 0001172661-26-001610
$705.2M
Reported value
60
Positions
2026-03-31
Period end
The Brief · J.P. Marvel Investment Advisors, LLC · Q1 2026
AI · grounded in 13F
J.P. Marvel Investment Advisors, LLC increased its position in XOM by 6.42% as its largest move of the quarter. The fund also accumulated shares in BMY by 5.65% and DE by 19.53%. Conversely, the fund trimmed its holdings in MSFT by 1.11% and TMO by 0.22%.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 67066G104 | NVDA | NVIDIA CORPORATION | $96.3M | 13.7% | 552,184 | Common | NONE |
| 532457108 | LLY | ELI LILLY & CO | $51.1M | 7.25% | 55,566 | Common | NONE |
| 02079K305 | GOOGL | ALPHABET INC | $51.0M | 7.24% | 177,469 | Common | NONE |
| 037833100 | AAPL | APPLE INC | $47.1M | 6.68% | 185,627 | Common | NONE |
| 219350105 | GLW | CORNING INC | $35.2M | 4.99% | 258,884 | Common | NONE |
| 512807306 | LRCX | LAM RESEARCH CORP | $35.1M | 4.98% | 164,243 | Common | NONE |
| 617446448 | MS | MORGAN STANLEY | $32.6M | 4.62% | 197,873 | Common | NONE |
| 46625H100 | JPM | JPMORGAN CHASE & CO | $32.5M | 4.61% | 110,541 | Common | NONE |
| 023135106 | AMZN | AMAZON COM INC | $26.8M | 3.80% | 128,731 | Common | NONE |
| 92826C839 | V | VISA INC | $18.9M | 2.68% | 62,560 | Common | NONE |
| 883556102 | TMO | THERMO FISHER SCIENTIFIC INC | $18.7M | 2.65% | 38,035 | Common | NONE |
| 00287Y109 | ABBV | ABBVIE INC | $17.5M | 2.48% | 80,333 | Common | NONE |
| 478160104 | JNJ | JOHNSON & JOHNSON | $16.5M | 2.34% | 67,642 | Common | NONE |
| 244199105 | DE | DEERE & CO | $15.6M | 2.21% | 27,704 | Common | NONE |
| 594918104 | MSFT | MICROSOFT CORP | $15.3M | 2.16% | 41,232 | Common | NONE |
| 17275R102 | CSCO | CISCO SYS INC | $14.7M | 2.08% | 189,375 | Common | NONE |
| 060505104 | BAC | BANK AMERICA CORP | $13.5M | 1.91% | 276,613 | Common | NONE |
| 110122108 | BMY | BRISTOL-MYERS SQUIBB CO | $10.5M | 1.49% | 173,277 | Common | NONE |
| 88579Y101 | MMM | 3M CO | $10.1M | 1.43% | 69,589 | Common | NONE |
| 369604301 | GE | GE AEROSPACE | $9.0M | 1.27% | 31,607 | Common | NONE |
| 149123101 | CAT | CATERPILLAR INC | $8.3M | 1.18% | 11,734 | Common | NONE |
| 30231G102 | XOM | EXXON MOBIL CORP | $7.5M | 1.07% | 44,295 | Common | NONE |
| 002824100 | ABT | ABBOTT LABORATORIES | $7.0M | 1.00% | 68,619 | Common | NONE |
| 36828A101 | GEV | GE VERNOVA INC | $6.9M | 0.98% | 7,936 | Common | NONE |
| 184496107 | CLH | CLEAN HARBORS INC | $6.9M | 0.98% | 24,125 | Common | NONE |
| 26875P101 | EOG | EOG RES INC | $6.8M | 0.96% | 46,851 | Common | NONE |
| 159864107 | CRL | CHARLES RIV LABS INTL INC | $6.4M | 0.91% | 37,286 | Common | NONE |
| 030420103 | AWK | AMERICAN WTR WKS CO INC NEW | $6.1M | 0.87% | 44,994 | Common | NONE |
| 824348106 | SHW | SHERWIN WILLIAMS CO | $5.7M | 0.81% | 17,746 | Common | NONE |
| 742718109 | PG | PROCTER & GAMBLE CO | $5.7M | 0.81% | 39,380 | Common | NONE |
| 459200101 | IBM | INTERNATIONAL BUSINESS MACHS | $5.6M | 0.80% | 23,156 | Common | NONE |
| 235851102 | DHR | DANAHER CORP DEL | $5.3M | 0.76% | 28,180 | Common | NONE |
| 05464C101 | AXON | AXON ENTERPRISE INC | $5.3M | 0.75% | 12,423 | Common | NONE |
| G5960L103 | MDT | MEDTRONIC PLC | $5.1M | 0.73% | 59,416 | Common | NONE |
| 191216100 | KO | COCA COLA CO | $4.5M | 0.63% | 58,566 | Common | NONE |
| 166764100 | CVX | CHEVRON CORPORATION | $4.4M | 0.63% | 21,489 | Common | NONE |
| 92532F100 | VRTX | VERTEX PHARMACEUTICALS INC | $3.5M | 0.50% | 7,855 | Common | NONE |
| 58933Y105 | MRK | MERCK & CO INC | $3.4M | 0.49% | 28,670 | Common | NONE |
| 24703L202 | DELL | DELL TECHNOLOGIES INC | $3.0M | 0.43% | 18,282 | Common | NONE |
| 008474108 | AEM | AGNICO EAGLE MINES LTD | $2.9M | 0.41% | 14,386 | Common | NONE |
| 14448C104 | CARR | CARRIER GLOBAL CORPORATION | $2.7M | 0.39% | 48,461 | Common | NONE |
| 02043Q107 | ALNY | ALNYLAM PHARMACEUTICALS INC | $2.4M | 0.33% | 7,105 | Common | NONE |
| 78462F103 | SPY | STATE STR SPDR S&P 500 ETF T | $2.3M | 0.33% | 3,582 | Common | NONE |
| 60770K107 | MRNA | MODERNA INC | $2.3M | 0.32% | 44,335 | Common | NONE |
| 11135F101 | AVGO | BROADCOM INC | $2.0M | 0.29% | 6,521 | Common | NONE |
| 882508104 | TXN | TEXAS INSTRS INC | $2.0M | 0.28% | 10,160 | Common | NONE |
| 02079K107 | GOOG | ALPHABET INC | $1.9M | 0.27% | 6,660 | Common | NONE |
| 427866108 | HSY | HERSHEY CO | $1.7M | 0.24% | 8,000 | Common | NONE |
| 871829107 | SYY | SYSCO CORP | $1.5M | 0.22% | 21,624 | Common | NONE |
| 00206R102 | T | AT&T INC | $1.3M | 0.18% | 44,984 | Common | NONE |
| 92537N108 | VRT | VERTIV HOLDINGS CO | $1.2M | 0.16% | 4,600 | Common | NONE |
| 369550108 | GD | GENERAL DYNAMICS CORP | $1.0M | 0.15% | 3,000 | Common | NONE |
| 92338C103 | VLTO | VERALTO CORP | $827,523 | 0.12% | 9,359 | Common | NONE |
| 25401T603 | DBRG | DIGITALBRIDGE GROUP INC | $766,698 | 0.11% | 49,721 | Common | NONE |
| 293792107 | EPD | ENTERPRISE PRODS PARTNERS L | $766,147 | 0.11% | 20,247 | Common | NONE |
| 747525103 | QCOM | QUALCOMM INC | $739,842 | 0.10% | 5,745 | Common | NONE |
| 464287507 | IJH | ISHARES TR | $425,102 | 0.06% | 6,295 | Common | NONE |
| 464287465 | EFA | ISHARES TR | $298,092 | 0.04% | 3,069 | Common | NONE |
| 713448108 | PEP | PEPSICO INC | $284,492 | 0.04% | 1,832 | Common | NONE |
| 26441C204 | DUK | DUKE ENERGY CORP NEW | $237,133 | 0.03% | 1,811 | Common | NONE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.