Latest J.P. Marvel Investment Advisors, LLC Stock Portfolio
$705Million– No. of Holdings #60
J.P. Marvel Investment Advisors, LLC Performance:
2026 Q1: -2.19%YTD: -2.19%2025: 27.83%
Performance for 2026 Q1 is -2.19%, and YTD is -2.19%, and 2025 is 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 2026-05-06, the fund reported it's updated stock portfolio. In the 13F Holdings report, J.P. Marvel Investment Advisors, LLC reported an equity portfolio of $705.2 Millions as of 31 Mar, 2026.
The top stock holdings of J.P. Marvel Investment Advisors, LLC are NVDA, LLY, GOOG. The fund has invested 13.7% of it's portfolio in NVIDIA CORPORATION and 7.2% of portfolio in ELI LILLY & CO.
They significantly reduced their stock positions in PEPSICO INC (PEP), ABBOTT LABORATORIES (ABT) and CARRIER GLOBAL CORPORATION (CARR). The fund showed a lot of confidence in some stocks as they added substantially to MODERNA INC (MRNA), CHEVRON CORPORATION (CVX) and EXXON MOBIL CORP (XOM).
The top stock holdings of J.P. Marvel Investment Advisors, LLC are NVDA, LLY, GOOG. The fund has invested 13.7% of it's portfolio in NVIDIA CORPORATION and 7.2% of portfolio in ELI LILLY & CO.
They significantly reduced their stock positions in PEPSICO INC (PEP), ABBOTT LABORATORIES (ABT) and CARRIER GLOBAL CORPORATION (CARR). The fund showed a lot of confidence in some stocks as they added substantially to MODERNA INC (MRNA), CHEVRON CORPORATION (CVX) and EXXON MOBIL CORP (XOM).
J.P. Marvel Investment Advisors, LLC Equity Portfolio Value
Last Reported on: 06 May, 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 -2.19% in the last quarter. In trailing 12 months, it's portfolio return was 29.49%.
- Performance
- S&P 500
New Buys
Additions
| Ticker | % Inc. |
|---|---|
| moderna inc | 12.25 |
| chevron corporation | 10.72 |
| exxon mobil corp | 6.42 |
| bristol-myers squibb co | 5.65 |
| medtronic plc | 3.07 |
| coca cola co | 2.55 |
| sysco corp | 0.89 |
| at&t inc | 0.87 |
Additions to existing portfolio by J.P. Marvel Investment Advisors, LLC
Reductions
| Ticker | % Reduced |
|---|---|
| pepsico inc | -2.91 |
| abbott laboratories | -2.24 |
| carrier global corporation | -1.12 |
| microsoft corp | -1.11 |
| eog res inc | -0.66 |
| veralto corp | -0.58 |
| visa inc | -0.38 |
| 3m co | -0.35 |
J.P. Marvel Investment Advisors, LLC reduced stake in above stock
Sold off
Sector Distribution
J.P. Marvel Investment Advisors, LLC has about 36.4% of it's holdings in Technology sector.
- Technology
- Healthcare
- Financial Services
- Industrials
- Communication Services
- Consumer Cyclical
- Energy
- Others
- Consumer Defensive
| Sector | % |
|---|---|
| Technology | 36.4 |
| Healthcare | 21.3 |
| Financial Services | 13.8 |
| Industrials | 8.5 |
| Communication Services | 7.7 |
| Consumer Cyclical | 3.8 |
| Energy | 2.8 |
| Others | 1.9 |
| Consumer Defensive | 1.9 |
Market Cap. Distribution
J.P. Marvel Investment Advisors, LLC has about 97% of it's portfolio invested in the large-cap and mega-cap stocks.
- MEGA-CAP
- LARGE-CAP
- UNALLOCATED
| Category | % |
|---|---|
| MEGA-CAP | 74.4 |
| LARGE-CAP | 22.6 |
| UNALLOCATED | 1.9 |
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 500 | 95.9 |
| Others | 4 |
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 60.5% of the portfolio is in top 10 stocks. LLY proved to be the most loss making stock for the portfolio. GLW was the most profitable stock for J.P. Marvel Investment Advisors, LLC last quarter.
Last Reported on: 06 May, 2026| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 6.68 | 185,627 | 47,110,300 | reduced | -0.01 | ||
| ABBV | abbvie inc | 2.48 | 80,333 | 17,471,600 | added | 0.00 | ||
| ABT | abbott laboratories | 1.00 | 68,619 | 7,045,110 | reduced | -2.24 | ||
| AEM | agnico eagle mines ltd | 0.41 | 14,386 | 2,920,070 | added | 0.06 | ||
| ALNY | alnylam pharmaceuticals inc | 0.33 | 7,105 | 2,350,830 | unchanged | 0.00 | ||
| AMZN | amazon com inc | 3.80 | 128,731 | 26,810,800 | reduced | -0.03 | ||
| AVGO | broadcom inc | 0.29 | 6,521 | 2,018,320 | unchanged | 0.00 | ||
| AWK | american wtr wks co inc new | 0.87 | 44,994 | 6,123,230 | reduced | -0.33 | ||
| AXON | axon enterprise inc | 0.75 | 12,423 | 5,275,920 | reduced | -0.18 | ||
| BAC | bank america corp | 1.91 | 276,613 | 13,484,900 | reduced | -0.26 | ||
| BMY | bristol-myers squibb co | 1.49 | 173,277 | 10,509,300 | added | 5.65 | ||
| CARR | carrier global corporation | 0.39 | 48,461 | 2,728,840 | reduced | -1.12 | ||
| CAT | caterpillar inc | 1.18 | 11,734 | 8,313,070 | unchanged | 0.00 | ||
| CLH | clean harbors inc | 0.98 | 24,125 | 6,917,360 | unchanged | 0.00 | ||
| CRL | charles riv labs intl inc | 0.91 | 37,286 | 6,431,840 | added | 0.14 | ||
| CSCO | cisco sys inc | 2.08 | 189,375 | 14,693,600 | added | 0.08 | ||
| CVX | chevron corporation | 0.63 | 21,489 | 4,446,080 | added | 10.72 | ||
| DBRG | digitalbridge group inc | 0.11 | 49,721 | 766,698 | unchanged | 0.00 | ||
| DE | deere & co | 2.21 | 27,704 | 15,605,700 | added | 0.2 | ||
| DELL | dell technologies inc | 0.43 | 18,282 | 3,000,620 | unchanged | 0.00 | ||