J.P. Marvel Investment Advisors, LLC
CIK: 0001426755SEC EDGAR →
Portfolio Value
$720.1M
Holdings
60
As of
Q4 2025
New Positions
2
Closed Positions
5
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | 552,876 | $103.1M | 14.32% |
| 2 | ELI LILLY & CO | 55,615 | $59.8M | 8.30% |
| 3 | ALPHABET INC | 177,503 | $55.6M | 7.71% |
| 4 | APPLE INC | 185,652 | $50.5M | 7.01% |
| 5 | JPMORGAN CHASE & CO. | 110,687 | $35.7M | 4.95% |
| 6 | MORGAN STANLEY | 198,163 | $35.2M | 4.89% |
| 7 | AMAZON COM INC | 128,767 | $29.7M | 4.13% |
| 8 | LAM RESEARCH CORP | 164,288 | $28.1M | 3.91% |
| 9 | CORNING INC | 258,884 | $22.7M | 3.15% |
| 10 | THERMO FISHER SCIENTIFIC INC | 38,120 | $22.1M | 3.07% |
Quarterly Changes
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Technology | 11 | $253.3M | 35.2% |
| Healthcare | 13 | $161.8M | 22.5% |
| Financial Services | 6 | $76.1M | 10.6% |
| Communication Services | 3 | $58.8M | 8.2% |
| Industrials | 10 | $58.5M | 8.1% |
| Unknown | 2 | $41.1M | 5.7% |
| Consumer Cyclical | 1 | $29.7M | 4.1% |
| Energy | 4 | $13.6M | 1.9% |
| Consumer Defensive | 5 | $12.9M | 1.8% |
| Basic Materials | 2 | $8.2M | 1.1% |
| Utilities | 2 | $5.4M | 0.7% |
| Real Estate | 1 | $762K | 0.1% |