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Latest J.P. Marvel Investment Advisors, LLC Stock Portfolio

$871Million | No. of Holdings #64

J.P. Marvel Investment Advisors, LLC Performance

2026 Q2+24.02%
YTD+21.30%
2025+27.83%

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 2026-07-31, the fund reported it's updated stock portfolio. In the 13F Holdings report, J.P. Marvel Investment Advisors, LLC reported an equity portfolio of $871.2 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of J.P. Marvel Investment Advisors, LLC are NVDA, LRCX, LLY. The fund has invested 12.6% of it's portfolio in NVIDIA CORPORATION and 8% of portfolio in LAM RESEARCH CORP. <br><br> The fund managers got completely rid off DIGITALBRIDGE GROUP INC (DBRG) stocks. They significantly reduced their stock positions in ALPHABET INC (GOOG), SHERWIN WILLIAMS CO (SHW) and ABBOTT LABORATORIES (ABT). J.P. Marvel Investment Advisors, LLC opened new stock positions in RTX CORPORATION (RTX), ETF OPPORTUNITIES TRUST (ACVF) and FASTENAL CO (FAST). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES TR (IJR), ENTERPRISE PRODS PARTNERS L (EPD) and VERTIV HOLDINGS CO (VRT).
J.P. Marvel Investment Advisors, LLC Equity Portfolio Value
Last Reported on: 31 Jul, 2026
$871Million
  as of Jul 31, 2026

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 24.02% in the last quarter. In trailing 12 months, it's portfolio return was 45.87%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
rtx corporation295,979
etf opportunities trust232,989
fastenal co220,938
ishares tr205,716
home depot inc203,497
New stocks bought by J.P. Marvel Investment Advisors, LLC

Additions

Ticker% Inc.
ishares tr5.96
enterprise prods partners l4.16
vertiv holdings co3.17
moderna inc2.71
broadcom inc1.73
carrier global corporation1.41
dell technologies inc1.13
caterpillar inc1.04
Additions to existing portfolio by J.P. Marvel Investment Advisors, LLC

Reductions

Ticker% Reduced
alphabet inc-56.01
sherwin williams co-4.34
abbott laboratories-3.13
american wtr wks co inc new-3.09
lam research corp-2.28
veralto corp-2.21
corning inc-1.79
3m co-1.47
J.P. Marvel Investment Advisors, LLC reduced stake in above stock

Sold off

Ticker$ Sold
digitalbridge group inc-766,698
J.P. Marvel Investment Advisors, LLC got rid off the above stocks

Sector Distribution

J.P. Marvel Investment Advisors, LLC has about 40.9% of it's holdings in Technology sector.

  • Technology
  • Healthcare
  • Financial Services
  • Industrials
  • Communication Services
  • Consumer Cyclical
  • Others
  • Energy
  • Consumer Defensive
Sector%
Technology40.9
Healthcare19.6
Financial Services13.2
Industrials8.5
Communication Services7.5
Consumer Cyclical3.5
Others1.9
Energy1.9
Consumer Defensive1.6

Market Cap. Distribution

J.P. Marvel Investment Advisors, LLC has about 98.1% of it's portfolio invested in the large-cap and mega-cap stocks.

  • MEGA-CAP
  • LARGE-CAP
  • UNALLOCATED
Category%
MEGA-CAP77.2
LARGE-CAP20.9
UNALLOCATED1.9

Stocks belong to which Index?

About 95.9% 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 50095.9
Others4.1
Top 5 Winners (%)%
DELL
dell technologies inc
160.5 %
LRCX
lam research corp
101.6 %
GLW
corning inc
87.1 %
TXN
texas instrs inc
53.5 %
CSCO
cisco sys inc
51.3 %
Top 5 Winners ($)$
LRCX
lam research corp
35.7 M
GLW
corning inc
30.6 M
LLY
eli lilly & co
15.6 M
NVDA
nvidia corporation
14.1 M
GOOG
alphabet inc
12.4 M
Top 5 Losers (%)%
T
at&t inc
-28.6 %
AEM
agnico eagle mines ltd
-23.6 %
CVX
chevron corporation
-19.9 %
XOM
exxon mobil corp
-19.4 %
HSY
hershey co
-15.6 %
Top 5 Losers ($)$
XOM
exxon mobil corp
-1.5 M
CVX
chevron corporation
-0.9 M
ABT
abbott laboratories
-0.8 M
EOG
eog res inc
-0.7 M
AEM
agnico eagle mines ltd
-0.7 M

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 64 stocks in it's portfolio. About 64.2% of the portfolio is in top 10 stocks. XOM proved to be the most loss making stock for the portfolio. LRCX was the most profitable stock for J.P. Marvel Investment Advisors, LLC last quarter.

$871.21MTotal Value
65.00Positions
31 Jul, 2026Last Reported
Current holdings of Current Stock Holdings of J.P. Marvel Investment Advisors, LLC, last reported on 31 Jul, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
ACVF
Etf Opportunities Trust

Etf Opportunities Trust

ACVF
J.P. Marvel Investment Advisors, LLC's holding in Etf Opportunities Trust over time
0.03%5,038
$233.0K
0.03%
new position
AEM
Agnico Eagle Mines Ltd

Agnico Eagle Mines Ltd

AEM
J.P. Marvel Investment Advisors, LLC's holding in Agnico Eagle Mines Ltd over time
0.26%14,356
$2.23M
0.26%
decreased 0.21 percentreduced