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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%

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. <br><br> 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. <br><br> 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
$705Million
  as of May 06, 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

No new stocks were added by J.P. Marvel Investment Advisors, LLC

Additions

Ticker% Inc.
moderna inc12.25
chevron corporation10.72
exxon mobil corp6.42
bristol-myers squibb co5.65
medtronic plc3.07
coca cola co2.55
sysco corp0.89
at&t inc0.87
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

None of the stocks were completely sold off by J.P. Marvel Investment Advisors, LLC

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%
Technology36.4
Healthcare21.3
Financial Services13.8
Industrials8.5
Communication Services7.7
Consumer Cyclical3.8
Energy2.8
Others1.9
Consumer Defensive1.9

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-CAP74.4
LARGE-CAP22.6
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
Top 5 Winners (%)%
MRNA
moderna inc
65.7 %
GLW
corning inc
55.3 %
VRT
vertiv holdings co
54.7 %
XOM
exxon mobil corp
39.3 %
EOG
eog res inc
37.5 %
Top 5 Winners ($)$
GLW
corning inc
12.5 M
LRCX
lam research corp
7.0 M
DE
deere & co
2.7 M
JNJ
johnson & johnson
2.5 M
XOM
exxon mobil corp
2.1 M
Top 5 Losers (%)%
AXON
axon enterprise inc
-25.2 %
QCOM
qualcomm inc
-24.7 %
MSFT
microsoft corp
-23.3 %
IBM
international business machs
-18.2 %
ABT
abbott laboratories
-17.9 %
Top 5 Losers ($)$
LLY
eli lilly & co
-8.6 M
NVDA
nvidia corporation
-6.7 M
MSFT
microsoft corp
-4.7 M
GOOG
alphabet inc
-4.5 M
AAPL
apple inc
-3.4 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 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.

$705.16MTotal Value
60.00Positions
06 May, 2026Last Reported
Current holdings of Current Stock Holdings of J.P. Marvel Investment Advisors, LLC, last reported on 06 May, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
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
0.41%14,386
$2.92M
0.41%
increased 0.06 percentadded