Institutional
J.P. Marvel Investment Advisors, LLC
CIK 0001426755
$705.2M
Reported AUM
60
Positions
Q1 2026
Period
2026-05-06
Filed
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%.
Portfolio · Q1 2026
Top holdings
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $190.01 | -3.55% | 13.56% | 782.99% | $96.3M | 13.66% | — | HELD |
| 2 | LLY | ELI LILLY & CO | $1210.02 | -0.87% | 61.25% | 393.83% | $51.1M | 7.25% | — | HELD |
| 3 | GOOGL | ALPHABET INC | $336.71 | 0.90% | 76.51% | 132.04% | $51.0M | 7.24% | — | HELD |
| 4 | AAPL | APPLE INC | $338.19 | -0.56% | 67.77% | 128.17% | $47.1M | 6.68% | — | HELD |
| 5 | GLW | CORNING INC | $124.05 | -1.56% | 102.10% | 250.88% | $35.2M | 4.99% | — | HELD |
| 6 | LRCX | LAM RESEARCH CORP | $252.35 | -6.40% | 181.31% | 369.59% | $35.1M | 4.98% | — | HELD |
| 7 | MS | MORGAN STANLEY | $203.13 | -3.99% | 48.54% | 126.84% | $32.6M | 4.62% | — | HELD |
| 8 | JPM | JPMORGAN CHASE & CO | $344.71 | -3.53% | 25.84% | 153.16% | $32.5M | 4.61% | — | HELD |
| 9 | AMZN | AMAZON COM INC | $226.65 | -1.82% | 5.54% | 30.60% | $26.8M | 3.80% | — | HELD |
| 10 | V | VISA INC | $368.73 | 0.58% | 9.62% | 67.02% | $18.9M | 2.68% | — | HELD |
| 11 | TMO | THERMO FISHER SCIENTIFIC INC | $576.46 | 0.01% | 24.94% | 5.33% | $18.7M | 2.65% | — | HELD |
| 12 | ABBV | ABBVIE INC | $263.30 | 0.04% | 40.72% | 165.04% | $17.5M | 2.48% | — | HELD |
| 13 | JNJ | JOHNSON & JOHNSON | $265.53 | -0.45% | 64.28% | 77.25% | $16.5M | 2.34% | — | HELD |
| 14 | DE | DEERE & CO | $610.95 | -4.52% | 23.48% | 72.59% | $15.6M | 2.21% | — | HELD |
| 15 | MSFT | MICROSOFT CORP | $390.54 | -0.71% | -24.89% | 34.54% | $15.3M | 2.16% | — | HELD |
| 16 | CSCO | CISCO SYS INC | $112.48 | -2.68% | 75.85% | 125.29% | $14.7M | 2.08% | — | HELD |
| 17 | BAC | BANK AMERICA CORP | $61.07 | -2.48% | 38.41% | 67.43% | $13.5M | 1.91% | — | HELD |
| 18 | BMY | BRISTOL-MYERS SQUIBB CO | $63.10 | -0.79% | 50.70% | 16.74% | $10.5M | 1.49% | — | HELD |
| 19 | MMM | 3M CO | $177.95 | -2.48% | 25.53% | 29.64% | $10.1M | 1.43% | — | HELD |
| 20 | GE | GE AEROSPACE | $350.63 | -3.56% | 30.82% | 446.84% | $9.0M | 1.27% | — | HELD |
| 21 | CAT | CATERPILLAR INC | $782.71 | -6.91% | 84.23% | 304.51% | $8.3M | 1.18% | — | HELD |
| 22 | XOM | EXXON MOBIL CORP | $156.75 | 2.42% | 47.33% | 239.93% | $7.5M | 1.07% | — | HELD |
| 23 | ABT | ABBOTT LABORATORIES | $108.00 | 0.68% | -12.22% | -4.75% | $7.0M | 1.00% | — | HELD |
| 24 | GEV | GE VERNOVA INC | $900.28 | -4.57% | 44.02% | 516.33% | $6.9M | 0.98% | — | HELD |
| 25 | CLH | CLEAN HARBORS INC | $326.34 | 7.47% | 38.64% | 216.37% | $6.9M | 0.98% | — | HELD |
| 26 | EOG | EOG RES INC | $145.94 | 4.51% | 23.92% | 161.89% | $6.8M | 0.96% | — | HELD |
| 27 | CRL | CHARLES RIV LABS INTL INC | $234.80 | -2.34% | 40.67% | -47.10% | $6.4M | 0.91% | — | HELD |
| 28 | AWK | AMERICAN WTR WKS CO INC NEW | $138.09 | 0.04% | -2.78% | -16.19% | $6.1M | 0.87% | — | HELD |
| 29 | SHW | SHERWIN WILLIAMS CO | $343.88 | -2.93% | 1.07% | 18.22% | $5.7M | 0.81% | — | HELD |
| 30 | PG | PROCTER & GAMBLE CO | $146.10 | -1.87% | -0.17% | 16.67% | $5.7M | 0.81% | — | HELD |
| 31 | IBM | INTERNATIONAL BUSINESS MACHS | $226.44 | -0.49% | — | — | $5.6M | 0.80% | — | HELD |
| 32 | DHR | DANAHER CORP DEL | $196.49 | -1.29% | — | — | $5.3M | 0.76% | — | HELD |
| 33 | AXON | AXON ENTERPRISE INC | $531.20 | -3.00% | — | — | $5.3M | 0.75% | — | HELD |
| 34 | MDT | MEDTRONIC PLC | $87.54 | 0.76% | — | — | $5.1M | 0.73% | — | HELD |
| 35 | KO | COCA COLA CO | $89.08 | 0.92% | — | — | $4.5M | 0.63% | — | HELD |
| 36 | CVX | CHEVRON CORPORATION | $191.86 | 2.28% | — | — | $4.4M | 0.63% | — | HELD |
| 37 | VRTX | VERTEX PHARMACEUTICALS INC | $483.33 | -1.44% | — | — | $3.5M | 0.50% | — | HELD |
| 38 | MRK | MERCK & CO INC | $130.36 | -1.11% | — | — | $3.4M | 0.49% | — | HELD |
| 39 | DELL | DELL TECHNOLOGIES INC | $369.64 | -5.73% | — | — | $3.0M | 0.43% | — | HELD |
| 40 | AEM | AGNICO EAGLE MINES LTD | $144.43 | 0.50% | — | — | $2.9M | 0.41% | — | HELD |
| 41 | CARR | CARRIER GLOBAL CORPORATION | $59.92 | -5.13% | — | — | $2.7M | 0.39% | — | HELD |
| 42 | ALNY | ALNYLAM PHARMACEUTICALS INC | $286.62 | -0.62% | — | — | $2.4M | 0.33% | — | HELD |
| 43 | SPY | STATE STR SPDR S&P 500 ETF T | $729.46 | -1.54% | — | — | $2.3M | 0.33% | — | HELD |
| 44 | MRNA | MODERNA INC | $54.49 | -2.36% | — | — | $2.3M | 0.32% | — | HELD |
| 45 | AVGO | BROADCOM INC | $370.32 | -2.78% | — | — | $2.0M | 0.29% | — | HELD |
| 46 | TXN | TEXAS INSTRS INC | $271.30 | -2.08% | — | — | $2.0M | 0.28% | — | HELD |
| 47 | GOOG | ALPHABET INC | $335.76 | 0.95% | — | — | $1.9M | 0.27% | — | HELD |
| 48 | HSY | HERSHEY CO | $183.91 | 0.28% | — | — | $1.7M | 0.24% | — | HELD |
| 49 | SYY | SYSCO CORP | $85.32 | 0.14% | — | — | $1.5M | 0.22% | — | HELD |
| 50 | T | AT&T INC | $23.94 | -2.92% | — | — | $1.3M | 0.18% | — | HELD |
| 51 | VRT | VERTIV HOLDINGS CO | $223.04 | -17.26% | — | — | $1.2M | 0.16% | — | HELD |
| 52 | GD | GENERAL DYNAMICS CORP | $380.96 | -3.11% | — | — | $1.0M | 0.15% | — | HELD |
| 53 | VLTO | VERALTO CORP | $98.83 | 0.37% | — | — | $828K | 0.12% | — | HELD |
| 54 | DBRG | DIGITALBRIDGE GROUP INC | $15.82 | -0.19% | — | — | $767K | 0.11% | — | HELD |
| 55 | EPD | ENTERPRISE PRODS PARTNERS L | $38.67 | 0.10% | — | — | $766K | 0.11% | — | HELD |
| 56 | QCOM | QUALCOMM INC | $155.68 | -4.42% | — | — | $740K | 0.10% | — | HELD |
| 57 | IJH | ISHARES TR | $74.73 | -1.71% | — | — | $425K | 0.06% | — | HELD |
| 58 | EFA | ISHARES TR | $103.37 | -0.50% | — | — | $298K | 0.04% | — | HELD |
| 59 | PEP | PEPSICO INC | $143.50 | 0.45% | — | — | $284K | 0.04% | — | HELD |
| 60 | DUK | DUKE ENERGY CORP NEW | $129.08 | -0.12% | — | — | $237K | 0.03% | — | HELD |
Source: SEC EDGAR · accession 0001172661-26-001610. 13F discloses long positions only — shorts, foreign equities, and options are excluded.