Latest J.P. Marvel Investment Advisors, LLC Stock Portfolio
J.P. Marvel Investment Advisors, LLC Performance:
2025 Q3: 10.86%YTD: 17.22%2024: 26.36%
Performance for 2025 Q3 is 10.86%, and YTD is 17.22%, and 2024 is 26.36%.
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 31-Mar-2023, the fund reported that it had an AUM (Regulated Assets under Management) of $483.6 Millions. In it's latest 13F Holdings report, J.P. Marvel Investment Advisors, LLC reported an equity portfolio of $687.9 Millions as of 30 Sep, 2025.
The top stock holdings of J.P. Marvel Investment Advisors, LLC are NVDA, AAPL, GOOG. The fund has invested 15.7% of it's portfolio in NVIDIA CORPORATION and 6.9% of portfolio in APPLE INC.
The fund managers got completely rid off HESS CORP (HES), OTIS WORLDWIDE CORP (OTIS) and PFIZER INC (PFE) stocks. They significantly reduced their stock positions in PEPSICO INC (PEP), EOG RES INC (EOG) and CARRIER GLOBAL CORPORATION (CARR). J.P. Marvel Investment Advisors, LLC opened new stock positions in CHEVRON CORP NEW (CVX) and DIGITALBRIDGE GROUP INC (DBRG). The fund showed a lot of confidence in some stocks as they added substantially to SYSCO CORP (SYY), AXON ENTERPRISE INC (AXON) and GE VERNOVA INC.
The top stock holdings of J.P. Marvel Investment Advisors, LLC are NVDA, AAPL, GOOG. The fund has invested 15.7% of it's portfolio in NVIDIA CORPORATION and 6.9% of portfolio in APPLE INC.
The fund managers got completely rid off HESS CORP (HES), OTIS WORLDWIDE CORP (OTIS) and PFIZER INC (PFE) stocks. They significantly reduced their stock positions in PEPSICO INC (PEP), EOG RES INC (EOG) and CARRIER GLOBAL CORPORATION (CARR). J.P. Marvel Investment Advisors, LLC opened new stock positions in CHEVRON CORP NEW (CVX) and DIGITALBRIDGE GROUP INC (DBRG). The fund showed a lot of confidence in some stocks as they added substantially to SYSCO CORP (SYY), AXON ENTERPRISE INC (AXON) and GE VERNOVA INC.
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 10.86% in the last quarter. In trailing 12 months, it's portfolio return was 18.78%.
New Buys
| Ticker | $ Bought |
|---|---|
| chevron corp new | 3,278,170 |
| digitalbridge group inc | 670,609 |
New stocks bought by J.P. Marvel Investment Advisors, LLC
Additions
| Ticker | % Inc. |
|---|---|
| sysco corp | 126 |
| axon enterprise inc | 13.4 |
| ge vernova inc | 7.71 |
| agnico eagle mines ltd | 7.53 |
| alnylam pharmaceuticals inc | 4.12 |
| cisco sys inc | 3.95 |
| corning inc | 1.76 |
| alphabet inc | 1.52 |
Additions to existing portfolio by J.P. Marvel Investment Advisors, LLC
Reductions
| Ticker | % Reduced |
|---|---|
| pepsico inc | -1.77 |
| eog res inc | -1.07 |
| carrier global corporation | -0.98 |
| coca cola co | -0.75 |
| moderna inc | -0.5 |
| eli lilly & co | -0.2 |
| thermo fisher scientific inc | -0.16 |
| clean harbors inc | -0.12 |
J.P. Marvel Investment Advisors, LLC reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| pfizer inc | -2,296,810 |
| comcast corp new | -1,730,540 |
| otis worldwide corp | -2,503,130 |
| hess corp | -2,856,000 |
| metlife inc | -320,876 |
J.P. Marvel Investment Advisors, LLC got rid off the above stocks
Sector Distribution
J.P. Marvel Investment Advisors, LLC has about 36.3% of it's holdings in Technology sector.
| Sector | % |
|---|---|
| Technology | 36.3 |
| Healthcare | 20 |
| Financial Services | 15.6 |
| Industrials | 8.6 |
| Communication Services | 6.7 |
| Consumer Cyclical | 4.3 |
| Energy | 2.4 |
| Consumer Defensive | 2.1 |
| Others | 1.7 |
| Basic Materials | 1.4 |
Market Cap. Distribution
J.P. Marvel Investment Advisors, LLC has about 98.2% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| MEGA-CAP | 64.2 |
| LARGE-CAP | 34 |
| UNALLOCATED | 1.7 |
Stocks belong to which Index?
About 96.4% of the stocks held by J.P. Marvel Investment Advisors, LLC either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| S&P 500 | 96.4 |
| Others | 3.5 |
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 61 stocks in it's portfolio. About 58.7% of the portfolio is in top 10 stocks. DE proved to be the most loss making stock for the portfolio. NVDA was the most profitable stock for J.P. Marvel Investment Advisors, LLC last quarter.
Last Reported on: 12 Nov, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 6.87 | 185,652 | 47,272,600 | added | 0.08 | ||
| ABBV | abbvie inc | 2.87 | 85,331 | 19,757,500 | added | 0.46 | ||
| ABT | abbott labs | 1.37 | 70,188 | 9,400,980 | unchanged | 0.00 | ||
| ALNY | alnylam pharmaceuticals inc | 0.47 | 7,105 | 3,239,880 | added | 4.12 | ||
| AMZN | amazon com inc | 4.33 | 135,546 | 29,761,800 | added | 0.04 | ||
| AVGO | broadcom inc | 0.31 | 6,521 | 2,151,340 | unchanged | 0.00 | ||
| AWK | american wtr wks co inc new | 0.91 | 45,144 | 6,283,590 | unchanged | 0.00 | ||
| AXON | axon enterprise inc | 1.30 | 12,446 | 8,931,750 | added | 13.4 | ||
| BAC | bank america corp | 2.19 | 292,345 | 15,082,100 | added | 0.06 | ||
| BMY | bristol-myers squibb co | 1.08 | 164,224 | 7,406,500 | unchanged | 0.00 | ||
| CARR | carrier global corporation | 0.58 | 67,078 | 4,004,560 | reduced | -0.98 | ||
| CAT | caterpillar inc | 0.81 | 11,744 | 5,603,650 | added | 0.74 | ||
| CLH | clean harbors inc | 0.81 | 24,125 | 5,602,310 | reduced | -0.12 | ||
| CMCSA | comcast corp new | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| CRL | charles riv labs intl inc | 0.85 | 37,234 | 5,825,630 | added | 0.46 | ||
| CSCO | cisco sys inc | 1.97 | 198,470 | 13,579,300 | added | 3.95 | ||
| CVX | chevron corp new | 0.48 | 21,110 | 3,278,170 | new | |||
| DBRG | digitalbridge group inc | 0.10 | 57,317 | 670,609 | new | |||
| DE | deere & co | 1.84 | 27,705 | 12,668,400 | reduced | -0.02 | ||
| DELL | dell technologies inc | 0.38 | 18,282 | 2,591,840 | unchanged | 0.00 | ||