Latest J.P. Marvel Investment Advisors, LLC Stock Portfolio
J.P. Marvel Investment Advisors, LLC Performance:
2025 Q4: 8.25%YTD: 27.83%2024: 26.31%
Performance for 2025 Q4 is 8.25%, and YTD is 27.83%, and 2024 is 26.31%.
About J.P. Marvel Investment Advisors, LLC and 13F Hedge Fund Stock Holdings
J.P. Marvel Investment Advisors, LLC is a hedge fund based in Boston, MA. On 2026-01-29, the fund reported it's updated stock portfolio. In the 13F Holdings report, J.P. Marvel Investment Advisors, LLC reported an equity portfolio of $720.1 Millions as of 31 Dec, 2025.
The top stock holdings of J.P. Marvel Investment Advisors, LLC are NVDA, LLY, GOOG. The fund has invested 14.3% of it's portfolio in NVIDIA CORPORATION and 8.3% of portfolio in ELI LILLY & CO.
The fund managers got completely rid off PAYPAL HLDGS INC (PYPL) stocks. They significantly reduced their stock positions in SHERWIN WILLIAMS CO (SHW), EOG RES INC (EOG) and CARRIER GLOBAL CORPORATION (CARR). The fund showed a lot of confidence in some stocks as they added substantially to MEDTRONIC PLC (MDT) and EXXON MOBIL CORP (XOM).
The top stock holdings of J.P. Marvel Investment Advisors, LLC are NVDA, LLY, GOOG. The fund has invested 14.3% of it's portfolio in NVIDIA CORPORATION and 8.3% of portfolio in ELI LILLY & CO.
The fund managers got completely rid off PAYPAL HLDGS INC (PYPL) stocks. They significantly reduced their stock positions in SHERWIN WILLIAMS CO (SHW), EOG RES INC (EOG) and CARRIER GLOBAL CORPORATION (CARR). The fund showed a lot of confidence in some stocks as they added substantially to MEDTRONIC PLC (MDT) and EXXON MOBIL CORP (XOM).
J.P. Marvel Investment Advisors, LLC Annual Return Estimates Vs S&P 500
Our best estimate is that J.P. Marvel Investment Advisors, LLC made a return of 8.25% in the last quarter. In trailing 12 months, it's portfolio return was 27.83%.
- Performance
- S&P 500
New Buys
Additions
| Ticker | % Inc. |
|---|---|
| medtronic plc | 1.77 |
| exxon mobil corp | 0.85 |
Additions to existing portfolio by J.P. Marvel Investment Advisors, LLC
Reductions
| Ticker | % Reduced |
|---|---|
| sherwin williams co | -34.43 |
| eog res inc | -32.63 |
| carrier global corporation | -26.93 |
| merck & co inc | -25.86 |
| moderna inc | -18.89 |
| digitalbridge group inc | -13.25 |
| coca cola co | -12.42 |
| chevron corp new | -8.06 |
J.P. Marvel Investment Advisors, LLC reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| paypal hldgs inc | -4,036,140 |
J.P. Marvel Investment Advisors, LLC got rid off the above stocks
Sector Distribution
J.P. Marvel Investment Advisors, LLC has about 35.2% of it's holdings in Technology sector.
- Technology
- Healthcare
- Financial Services
- Communication Services
- Industrials
- Consumer Cyclical
- Energy
- Consumer Defensive
- Others
| Sector | % |
|---|---|
| Technology | 35.2 |
| Healthcare | 22.5 |
| Financial Services | 15 |
| Communication Services | 8.2 |
| Industrials | 8 |
| Consumer Cyclical | 4.1 |
| Energy | 1.9 |
| Consumer Defensive | 1.8 |
| Others | 1.6 |
Market Cap. Distribution
J.P. Marvel Investment Advisors, LLC has about 98.3% of it's portfolio invested in the large-cap and mega-cap stocks.
- MEGA-CAP
- LARGE-CAP
- UNALLOCATED
| Category | % |
|---|---|
| MEGA-CAP | 65.5 |
| LARGE-CAP | 32.8 |
| UNALLOCATED | 1.6 |
Stocks belong to which Index?
About 96.6% of the stocks held by J.P. Marvel Investment Advisors, LLC either belong to S&P 500 or RUSSELL 2000 index.
- S&P 500
- Others
| Index | % |
|---|---|
| S&P 500 | 96.6 |
| Others | 3.3 |
J.P. Marvel Investment Advisors, LLC Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of J.P. Marvel Investment Advisors, LLC
J.P. Marvel Investment Advisors, LLC has 60 stocks in it's portfolio. About 61.4% of the portfolio is in top 10 stocks. AXON proved to be the most loss making stock for the portfolio. LLY was the most profitable stock for J.P. Marvel Investment Advisors, LLC last quarter.
Last Reported on: 29 Jan, 2026| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 7.01 | 185,652 | 50,471,400 | unchanged | 0.00 | ||
| ABBV | abbvie inc | 2.55 | 80,331 | 18,354,800 | reduced | -5.86 | ||
| ABT | abbott labs | 1.22 | 70,188 | 8,793,860 | unchanged | 0.00 | ||
| ALNY | alnylam pharmaceuticals inc | 0.39 | 7,105 | 2,825,300 | unchanged | 0.00 | ||
| AMZN | amazon com inc | 4.13 | 128,767 | 29,722,000 | reduced | -5.00 | ||
| AVGO | broadcom inc | 0.31 | 6,521 | 2,256,920 | unchanged | 0.00 | ||
| AWK | american wtr wks co inc new | 0.82 | 45,144 | 5,891,290 | unchanged | 0.00 | ||
| AXON | axon enterprise inc | 0.98 | 12,446 | 7,068,460 | unchanged | 0.00 | ||
| BAC | bank america corp | 2.12 | 277,327 | 15,253,000 | reduced | -5.14 | ||
| BMY | bristol-myers squibb co | 1.23 | 164,004 | 8,846,380 | reduced | -0.13 | ||
| CARR | carrier global corporation | 0.36 | 49,011 | 2,589,740 | reduced | -26.93 | ||
| CAT | caterpillar inc | 0.93 | 11,734 | 6,722,060 | reduced | -0.09 | ||
| CLH | clean harbors inc | 0.79 | 24,125 | 5,656,830 | unchanged | 0.00 | ||
| CRL | charles riv labs intl inc | 1.03 | 37,234 | 7,427,440 | unchanged | 0.00 | ||
| CSCO | cisco sys inc | 2.02 | 189,220 | 14,575,600 | reduced | -4.66 | ||
| CVX | chevron corp new | 0.41 | 19,409 | 2,958,130 | reduced | -8.06 | ||
| DBRG | digitalbridge group inc | 0.11 | 49,721 | 762,721 | reduced | -13.25 | ||
| DE | deere & co | 1.79 | 27,650 | 12,873,000 | reduced | -0.2 | ||
| DELL | dell technologies inc | 0.32 | 18,282 | 2,301,340 | unchanged | 0.00 | ||
| DHR | danaher corporation | 0.90 | 28,185 | 6,452,110 | reduced | -0.07 | ||