# J.P. Marvel Investment Advisors, LLC

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 1426755. Source: https://holderbook.com/funds/1426755-j-p-marvel-investment-advisors-llc/

- Reported value: $871.2M
- Positions: 64
- Weight of the ten largest: 64.2%
- Filed: 2026-07-31

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| NVIDIA CORPORATION | [NVDA](https://holderbook.com/stocks/NVDA/) | $109.6M | 547,557 | 12.6% | 27 |
| LAM RESEARCH CORP | [LRCX](https://holderbook.com/stocks/LRCX/) | $69.6M | 160,505 | 8.0% | 7 |
| ELI LILLY & CO | [LLY](https://holderbook.com/stocks/LLY/) | $67.0M | 55,847 | 7.7% | 30 |
| CORNING INC | [GLW](https://holderbook.com/stocks/GLW/) | $64.9M | 254,244 | 7.5% | 30 |
| ALPHABET INC | [GOOGL](https://holderbook.com/stocks/GOOGL/) | $63.6M | 177,868 | 7.3% | 19 |
| APPLE INC | [AAPL](https://holderbook.com/stocks/AAPL/) | $53.8M | 185,779 | 6.2% | 19 |
| MORGAN STANLEY | [MS](https://holderbook.com/stocks/MS/) | $41.4M | 197,896 | 4.7% | 30 |
| JPMORGAN CHASE & CO | [JPM](https://holderbook.com/stocks/JPM/) | $36.2M | 110,715 | 4.2% | 30 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $30.7M | 128,857 | 3.5% | 19 |
| CISCO SYS INC | [CSCO](https://holderbook.com/stocks/CSCO/) | $22.3M | 190,035 | 2.6% | 30 |
| VISA INC | [V](https://holderbook.com/stocks/V/) | $21.4M | 62,485 | 2.5% | 30 |
| ABBVIE INC | [ABBV](https://holderbook.com/stocks/ABBV/) | $20.2M | 80,375 | 2.3% | 19 |
| THERMO FISHER SCIENTIFIC INC | [TMO](https://holderbook.com/stocks/TMO/) | $19.0M | 37,917 | 2.2% | 30 |
| DEERE & CO | [DE](https://holderbook.com/stocks/DE/) | $17.6M | 27,764 | 2.0% | 30 |
| JOHNSON & JOHNSON | [JNJ](https://holderbook.com/stocks/JNJ/) | $17.2M | 67,642 | 2.0% | 30 |
| BANK OF AMER CORP | [BAC](https://holderbook.com/stocks/BAC/) | $15.8M | 277,005 | 1.8% | 19 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $15.4M | 41,199 | 1.8% | 27 |
| CATERPILLAR INC | [CAT](https://holderbook.com/stocks/CAT/) | $12.6M | 11,856 | 1.4% | 30 |
| GE AEROSPACE | [GE](https://holderbook.com/stocks/GE/) | $11.8M | 31,607 | 1.4% | 14 |
| 3M CO | [MMM](https://holderbook.com/stocks/MMM/) | $11.1M | 68,565 | 1.3% | 10 |
| BRISTOL-MYERS SQUIBB CO | [BMY](https://holderbook.com/stocks/BMY/) | $9.9M | 171,715 | 1.1% | 19 |
| GE VERNOVA INC | [GEV](https://holderbook.com/stocks/GEV/) | $9.4M | 7,961 | 1.1% | 9 |
| CHARLES RIV LABS INTL INC | [CRL](https://holderbook.com/stocks/CRL/) | $8.5M | 37,286 | 1.0% | 30 |
| DELL TECHNOLOGIES INC | [DELL](https://holderbook.com/stocks/DELL/) | $8.0M | 18,489 | 0.9% | 29 |
| CLEAN HARBORS INC | [CLH](https://holderbook.com/stocks/CLH/) | $7.1M | 23,908 | 0.8% | 30 |
| AXON ENTERPRISE INC | [AXON](https://holderbook.com/stocks/AXON/) | $6.9M | 12,393 | 0.8% | 7 |
| INTERNATIONAL BUSINESS MACHS | [IBM](https://holderbook.com/stocks/IBM/) | $6.5M | 23,144 | 0.7% | 30 |
| EOG RES INC | [EOG](https://holderbook.com/stocks/EOG/) | $6.1M | 46,946 | 0.7% | 30 |
| EXXON MOBIL CORP | [XOMXXXX](https://holderbook.com/stocks/XOMXXXX/) | $6.0M | 44,250 | 0.7% | 30 |
| ABBOTT LABORATORIES | [ABT](https://holderbook.com/stocks/ABT/) | $6.0M | 66,474 | 0.7% | 19 |
| SHERWIN WILLIAMS CO | [SHW](https://holderbook.com/stocks/SHW/) | $5.8M | 16,975 | 0.7% | 30 |
| PROCTER & GAMBLE CO | [PG](https://holderbook.com/stocks/PG/) | $5.8M | 39,646 | 0.7% | 30 |
| AMERICAN WTR WKS CO INC NEW | [AWK](https://holderbook.com/stocks/AWK/) | $5.7M | 43,604 | 0.7% | 19 |
| DANAHER CORP DEL | [DHR](https://holderbook.com/stocks/DHR/) | $5.4M | 28,105 | 0.6% | 30 |
| COCA COLA CO | [KO](https://holderbook.com/stocks/KO/) | $4.8M | 58,535 | 0.5% | 30 |
| MEDTRONIC PLC | [MDT](https://holderbook.com/stocks/MDT/) | $4.6M | 59,348 | 0.5% | 30 |
| VERTEX PHARMACEUTICALS INC | [VRTX](https://holderbook.com/stocks/VRTX/) | $3.9M | 7,810 | 0.4% | 19 |
| MERCK & CO INC | [MRK](https://holderbook.com/stocks/MRK/) | $3.7M | 28,670 | 0.4% | 30 |
| CARRIER GLOBAL CORPORATION | [CARR](https://holderbook.com/stocks/CARR/) | $3.6M | 49,146 | 0.4% | 25 |
| CHEVRON CORPORATION | [CVX](https://holderbook.com/stocks/CVX/) | $3.6M | 21,554 | 0.4% | 4 |
| MODERNA INC | [MRNA](https://holderbook.com/stocks/MRNA/) | $3.2M | 45,535 | 0.4% | 30 |
| TEXAS INSTRS INC | [TXN](https://holderbook.com/stocks/TXN/) | $3.0M | 10,160 | 0.3% | 30 |
| STATE STR SPDR S&P 500 ETF T | [SPY](https://holderbook.com/stocks/SPY/) | $2.7M | 3,582 | 0.3% | 30 |
| BROADCOM INC | [AVGO](https://holderbook.com/stocks/AVGO/) | $2.5M | 6,634 | 0.3% | 11 |
| AGNICO EAGLE MINES LTD | [AEM](https://holderbook.com/stocks/AEM/) | $2.2M | 14,356 | 0.3% | 19 |
| ALNYLAM PHARMACEUTICALS INC | [ALNY](https://holderbook.com/stocks/ALNY/) | $2.1M | 7,105 | 0.2% | 19 |
| SYSCO CORP | [SYY](https://holderbook.com/stocks/SYY/) | $1.8M | 21,624 | 0.2% | 30 |
| VERTIV HOLDINGS CO | [VRT](https://holderbook.com/stocks/VRT/) | $1.6M | 4,746 | 0.2% | 11 |
| HERSHEY CO | [HSY](https://holderbook.com/stocks/HSY/) | $1.4M | 8,000 | 0.2% | 30 |
| GENERAL DYNAMICS CORP | [GD](https://holderbook.com/stocks/GD/) | $1.1M | 3,000 | 0.1% | 28 |
| QUALCOMM INC | [QCOM](https://holderbook.com/stocks/QCOM/) | $1.1M | 5,745 | 0.1% | 5 |
| ALPHABET INC | [GOOG](https://holderbook.com/stocks/GOOG/) | $1.0M | 2,930 | 0.1% | 19 |
| AT&T INC | [T](https://holderbook.com/stocks/T/) | $931.2K | 44,984 | 0.1% | 6 |
| VERALTO CORP | [VLTO](https://holderbook.com/stocks/VLTO/) | $811.6K | 9,152 | 0.1% | 11 |
| ENTERPRISE PRODS PARTNERS L | [EPD](https://holderbook.com/stocks/EPD/) | $775.2K | 21,089 | 0.1% | 30 |
| ISHARES TR | [IJH](https://holderbook.com/stocks/IJH/) | $514.3K | 6,670 | 0.1% | 30 |
| ISHARES TR | [EFA](https://holderbook.com/stocks/EFA/) | $318.8K | 3,069 | 0.0% | 15 |
| RTX CORPORATION | [RTX](https://holderbook.com/stocks/RTX/) | $296.0K | 1,560 | 0.0% | 1 |
| PEPSICO INC | [PEP](https://holderbook.com/stocks/PEP/) | $248.1K | 1,832 | 0.0% | 30 |
| ETF OPPORTUNITIES TRUST | [VSLU](https://holderbook.com/stocks/VSLU/) | $233.0K | 5,038 | 0.0% | 1 |
| DUKE ENERGY CORP NEW | [DUK](https://holderbook.com/stocks/DUK/) | $229.2K | 1,811 | 0.0% | 6 |
| FASTENAL CO | [FAST](https://holderbook.com/stocks/FAST/) | $220.9K | 4,600 | 0.0% | 1 |
| ISHARES TR | [IEFA](https://holderbook.com/stocks/IEFA/) | $205.7K | 2,130 | 0.0% | 1 |
| HOME DEPOT INC | [HD](https://holderbook.com/stocks/HD/) | $203.5K | 577 | 0.0% | 1 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +24.2% | +14.8% | +9.4% | 100% |
| Q1 2026 | -2.2% | -4.6% | +2.4% | 100% |
| Q4 2025 | +8.1% | +2.4% | +5.8% | 100% |
| Q3 2025 | +11.1% | +7.8% | +3.2% | 100% |
| Q2 2025 | +9.2% | +10.5% | -1.2% | 100% |
| Q1 2025 | -3.7% | -4.6% | +0.9% | 100% |
| Q4 2024 | +0.8% | +2.1% | -1.4% | 100% |
| Q3 2024 | +3.0% | +5.4% | -2.4% | 100% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $871.2M | 64 |
| Q1 2026 | $705.2M | 60 |
| Q4 2025 | $720.1M | 60 |
| Q3 2025 | $687.9M | 61 |
| Q2 2025 | $621.0M | 64 |
| Q1 2025 | $578.0M | 69 |
| Q4 2024 | $605.9M | 68 |
| Q3 2024 | $612.9M | 75 |
| Q2 2024 | $609.7M | 73 |
| Q1 2024 | $578.2M | 73 |
| Q4 2023 | $504.8M | 71 |
| Q3 2023 | $464.5M | 69 |