J.P. Marvel Investment Advisors, LLC
Reported holdings as of Q2 2026, from 30 quarterly filings.
Holdings
| Security | Ticker | Value | Shares | Weight | Weight change | Held | Change |
|---|---|---|---|---|---|---|---|
| NVIDIA CORPORATION | NVDA | $109.6M | 547,557 | -1.08pp | 27q | -0.8%-$925.8K | |
| LAM RESEARCH CORP | LRCX | $69.6M | 160,505 | +3.01pp | 7q | -2.3%-$1.6M | |
| ELI LILLY & CO | LLY | $67.0M | 55,847 | +0.44pp | 30q | +0.5%+$337.0K | |
| CORNING INC | GLW | $64.9M | 254,244 | +2.46pp | 30q | -1.8%-$1.2M | |
| ALPHABET INC | GOOGL | $63.6M | 177,868 | +0.06pp | 19q | HELD | |
| APPLE INC | AAPL | $53.8M | 185,779 | -0.51pp | 19q | HELD | |
| MORGAN STANLEY | MS | $41.4M | 197,896 | +0.13pp | 30q | HELD | |
| JPMORGAN CHASE & CO | JPM | $36.2M | 110,715 | -0.45pp | 30q | HELD | |
| AMAZON COM INC | AMZN | $30.7M | 128,857 | -0.28pp | 19q | HELD | |
| CISCO SYS INC | CSCO | $22.3M | 190,035 | +0.48pp | 30q | HELD | |
| VISA INC | V | $21.4M | 62,485 | -0.22pp | 30q | HELD | |
| ABBVIE INC | ABBV | $20.2M | 80,375 | -0.16pp | 19q | HELD | |
| THERMO FISHER SCIENTIFIC INC | TMO | $19.0M | 37,917 | -0.47pp | 30q | HELD | |
| DEERE & CO | DE | $17.6M | 27,764 | -0.19pp | 30q | HELD | |
| JOHNSON & JOHNSON | JNJ | $17.2M | 67,642 | -0.37pp | 30q | HELD | |
| BANK OF AMER CORP | BAC | $15.8M | 277,005 | -0.10pp | 19q | HELD | |
| MICROSOFT CORP | MSFT | $15.4M | 41,199 | -0.40pp | 27q | HELD | |
| CATERPILLAR INC | CAT | $12.6M | 11,856 | +0.27pp | 30q | +1.0%+$129.9K | |
| GE AEROSPACE | GE | $11.8M | 31,607 | +0.08pp | 14q | HELD | |
| 3M CO | MMM | $11.1M | 68,565 | -0.16pp | 10q | -1.5%-$165.8K | |
| BRISTOL-MYERS SQUIBB CO | BMY | $9.9M | 171,715 | -0.35pp | 19q | -0.9%-$90.0K | |
| GE VERNOVA INC | GEV | $9.4M | 7,961 | +0.09pp | 9q | HELD | |
| CHARLES RIV LABS INTL INC | CRL | $8.5M | 37,286 | +0.06pp | 30q | HELD | |
| DELL TECHNOLOGIES INC | DELL | $8.0M | 18,489 | +0.49pp | 29q | +1.1%+$89.3K | |
| CLEAN HARBORS INC | CLH | $7.1M | 23,908 | -0.16pp | 30q | -0.9%-$64.8K | |
| AXON ENTERPRISE INC | AXON | $6.9M | 12,393 | +0.05pp | 7q | HELD | |
| INTERNATIONAL BUSINESS MACHS | IBM | $6.5M | 23,144 | -0.05pp | 30q | HELD | |
| EOG RES INC | EOG | $6.1M | 46,946 | -0.26pp | 30q | HELD | |
| EXXON MOBIL CORP | XOMXXXX | $6.0M | 44,250 | -0.37pp | 30q | HELD | |
| ABBOTT LABORATORIES | ABT | $6.0M | 66,474 | -0.31pp | 19q | -3.1%-$194.6K | |
| SHERWIN WILLIAMS CO | SHW | $5.8M | 16,975 | -0.14pp | 30q | -4.3%-$265.5K | |
| PROCTER & GAMBLE CO | PG | $5.8M | 39,646 | -0.14pp | 30q | +0.7%+$39.0K | |
| AMERICAN WTR WKS CO INC NEW | AWK | $5.7M | 43,604 | -0.21pp | 19q | -3.1%-$182.9K | |
| DANAHER CORP DEL | DHR | $5.4M | 28,105 | -0.14pp | 30q | HELD | |
| COCA COLA CO | KO | $4.8M | 58,535 | -0.09pp | 30q | HELD | |
| MEDTRONIC PLC | MDT | $4.6M | 59,348 | -0.20pp | 30q | HELD | |
| VERTEX PHARMACEUTICALS INC | VRTX | $3.9M | 7,810 | -0.05pp | 19q | -0.6%-$22.4K | |
| MERCK & CO INC | MRK | $3.7M | 28,670 | -0.07pp | 30q | HELD | |
| CARRIER GLOBAL CORPORATION | CARR | $3.6M | 49,146 | +0.03pp | 25q | +1.4%+$50.2K | |
| CHEVRON CORPORATION | CVX | $3.6M | 21,554 | -0.22pp | 4q | HELD | |
| MODERNA INC | MRNA | $3.2M | 45,535 | +0.05pp | 30q | +2.7%+$84.0K | |
| TEXAS INSTRS INC | TXN | $3.0M | 10,160 | +0.07pp | 30q | HELD | |
| STATE STR SPDR S&P 500 ETF T | SPY | $2.7M | 3,582 | -0.02pp | 30q | HELD | |
| BROADCOM INC | AVGO | $2.5M | 6,634 | flat | 11q | +1.7%+$42.7K | |
| AGNICO EAGLE MINES LTD | AEM | $2.2M | 14,356 | -0.16pp | 19q | HELD | |
| ALNYLAM PHARMACEUTICALS INC | ALNY | $2.1M | 7,105 | -0.09pp | 19q | HELD | |
| SYSCO CORP | SYY | $1.8M | 21,624 | -0.01pp | 30q | HELD | |
| VERTIV HOLDINGS CO | VRT | $1.6M | 4,746 | +0.02pp | 11q | +3.2%+$48.9K | |
| HERSHEY CO | HSY | $1.4M | 8,000 | -0.07pp | 30q | HELD | |
| GENERAL DYNAMICS CORP | GD | $1.1M | 3,000 | -0.02pp | 28q | HELD | |
| QUALCOMM INC | QCOM | $1.1M | 5,745 | +0.02pp | 5q | HELD | |
| ALPHABET INC | GOOG | $1.0M | 2,930 | -0.15pp | 19q | -56.0%-$1.3M | |
| AT&T INC | T | $931.2K | 44,984 | -0.08pp | 6q | HELD | |
| VERALTO CORP | VLTO | $811.6K | 9,152 | -0.02pp | 11q | -2.2%-$18.4K | |
| ENTERPRISE PRODS PARTNERS L | EPD | $775.2K | 21,089 | -0.02pp | 30q | +4.2%+$31.0K | |
| ISHARES TR | IJH | $514.3K | 6,670 | flat | 30q | +6.0%+$28.9K | |
| ISHARES TR | EFA | $318.8K | 3,069 | -0.01pp | 15q | HELD | |
| RTX CORPORATION | RTX | $296.0K | 1,560 | - | new | NEW | |
| PEPSICO INC | PEP | $248.1K | 1,832 | -0.01pp | 30q | HELD | |
| ETF OPPORTUNITIES TRUST | VSLU | $233.0K | 5,038 | - | new | NEW | |
| DUKE ENERGY CORP NEW | DUK | $229.2K | 1,811 | -0.01pp | 6q | HELD | |
| FASTENAL CO | FAST | $220.9K | 4,600 | - | new | NEW | |
| ISHARES TR | IEFA | $205.7K | 2,130 | - | new | NEW | |
| HOME DEPOT INC | HD | $203.5K | 577 | - | new | NEW |
By sector
Industry comes from the SIC code on each company's own SEC filings, which is self-reported and sometimes out of date. Derivative exposure is counted with the shares. Securities the SEC assigns no industry - funds, trusts, foreign issues - are shown as not classified rather than dropped.
| Sector | Value | Share |
|---|---|---|
| Biotech & Pharma | $141.7M | 16.3% |
| Semiconductors & Electronics | $138.9M | 15.9% |
| Industrials | $110.3M | 12.7% |
| Computer Hardware | $90.6M | 10.4% |
| Software & IT Services | $80.0M | 9.2% |
| Mining & Metals | $67.2M | 7.7% |
| Banks & Lending | $52.0M | 6.0% |
| Capital Markets | $41.4M | 4.7% |
| Retail & Consumer | $37.0M | 4.2% |
| Instruments & Controls | $25.2M | 2.9% |
| Business Services | $21.4M | 2.5% |
| Medical Devices | $15.7M | 1.8% |
| Other sectors | $42.5M | 4.9% |
| Not classified | $7.3M | 0.8% |
Quarter by quarter
| Quarter | Value | Positions | New | Added | Trimmed | Exited | Top 10 | Days to file |
|---|---|---|---|---|---|---|---|---|
| Q2 2026 | $871.2M | 64 | 5 | 10 | 12 | 1 | 64.2% | 31 |
| Q1 2026 | $705.2M | 60 | 0 | 8 | 6 | 0 | 60.5% | 36 |
| Q4 2025 | $720.1M | 60 | 0 | 2 | 16 | 1 | 61.4% | 29 |
| Q3 2025 | $687.9M | 61 | 2 | 12 | 5 | 5 | 58.7% | 43 |
| Q2 2025 | $621.0M | 64 | 1 | 9 | 11 | 6 | 57.0% | 45 |
| Q1 2025 | $578.0M | 69 | 2 | 9 | 11 | 1 | 54.2% | 37 |
| Q4 2024 | $605.9M | 68 | 2 | 4 | 23 | 9 | 57.6% | 30 |
| Q3 2024 | $612.9M | 75 | 2 | 3 | 19 | 0 | 54.1% | 31 |
| Q2 2024 | $609.7M | 73 | 2 | 2 | 12 | 2 | 56.6% | 26 |
| Q1 2024 | $578.2M | 73 | 2 | 21 | 14 | 0 | 51.3% | 38 |
| Q4 2023 | $504.8M | 71 | 4 | 2 | 27 | 2 | 50.9% | 44 |
| Q3 2023 | $464.5M | 69 | 0 | 2 | 10 | 1 | 49.7% | 46 |
| Q2 2023 | $479.2M | 70 | 0 | 6 | 26 | 1 | 48.4% | 41 |
| Q1 2023 | $443.4M | 71 | 2 | 1 | 12 | 1 | 44.7% | 45 |
| Q4 2022 | $426.2M | 70 | 2 | 1 | 10 | 1 | 41.0% | 18 |
| Q3 2022 | $392.6M | 69 | 2 | 6 | 6 | 1 | 42.6% | 25 |
| Q2 2022 | $415.8M | 68 | 0 | 3 | 11 | 1 | 42.0% | 33 |
| Q1 2022 | $491.4M | 69 | 2 | 9 | 10 | 3 | 43.5% | 42 |
| Q4 2021 | $511.7M | 70 | 16 | 7 | 7 | 3 | 44.3% | 45 |
| Q3 2021 | $332.1M | 57 | 0 | 6 | 6 | 16 | 51.5% | 46 |
| Q2 2021 | $470.3M | 73 | 0 | 13 | 13 | 0 | 41.7% | 71 |
| Q1 2021 | $422.4M | 73 | 4 | 12 | 8 | 1 | 39.8% | 162 |
| Q4 2020 | $386.9M | 70 | 2 | 9 | 3 | 0 | 42.3% | 252 |
| Q3 2020 | $347.6M | 68 | 3 | 14 | 10 | 0 | 41.8% | 344 |
| Q2 2020 | $316.3M | 65 | 5 | 4 | 13 | 4 | 41.1% | 436 |
| Q1 2020 | $264.0M | 64 | 1 | 17 | 15 | 7 | 41.5% | 527 |
| Q4 2019 | $345.9M | 70 | 6 | 9 | 12 | 13 | 38.0% | 618 |
| Q3 2019 | $312.2M | 77 | 3 | 13 | 33 | 2 | 37.4% | 51 |
| Q1 2019 | $308.6M | 76 | 2 | 13 | 9 | 2 | 37.1% | 46 |
| Q4 2018 | $277.3M | 76 | 0 | 0 | 0 | 0 | 36.9% | 44 |
Rows marked UNVERIFIED ID, PLACEHOLDER ID, TICKER AS ID or NON-CUSIP ID carry an identifier that is not a valid CUSIP. They are shown because the filer reported that money, but treat the security named with caution - hover the chip for what is wrong with it, and see the methodology.
Held counts consecutive filings in which this manager reported the position, and can reach further back than the quarters listed above: the tabs begin at Q4 2018 because earlier coverage is too sparse to describe a market, but tenure is counted over every filing we hold, some reaching to 2007. A position sold and later rebought starts again from one.
Weight change is the shift in this position's share of the whole book, in percentage points. It is the more useful column: when money flows into or out of a broad fund, almost every holding is bought or sold at once, so added and trimmed largely track flows. A weight that rose while the book shrank is a decision. Both compare with the previous quarter this filer reported, not the previous calendar quarter.