J.P. Marvel Investment Advisors, LLC

CIK: 0001426755SEC EDGAR →

Portfolio Value

$720K

Holdings

60

As of

Q4 2025

New Positions

2

Closed Positions

5

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

NVIDIA CORPORATION

552,876$103K
14.32%
2

ELI LILLY & CO

55,615$60K
8.30%
3

ALPHABET INC

177,503$56K
7.72%
4

APPLE INC

185,652$50K
7.01%
5

JPMORGAN CHASE & CO.

110,687$36K
4.95%
6

MORGAN STANLEY

198,163$35K
4.89%
7

AMAZON COM INC

128,767$30K
4.13%
8

LAM RESEARCH CORP

164,288$28K
3.91%
9

CORNING INC

258,884$23K
3.15%
10

THERMO FISHER SCIENTIFIC INC

38,120$22K
3.07%

Quarterly Changes

Top Buys

XOM↑ Increased
$355
MDT↑ Increased
$143

Top Sells

MSFT↓ Decreased
$20K
GOOGL↓ Decreased
$12K
LRCX↓ Decreased
$6K
NVDA↓ Decreased
$5K
PYPLCLOSED
$4K

Closed Positions (1)

$4K · 60K shares

Sector Breakdown

Sector# HoldingsValue%
Technology11$253K35.2%
Healthcare13$162K22.5%
Financial Services6$76K10.6%
Communication Services3$59K8.2%
Industrials10$59K8.1%
Unknown2$41K5.7%
Consumer Cyclical1$30K4.1%
Energy4$14K1.9%
Consumer Defensive5$13K1.8%
Basic Materials2$8K1.1%
Utilities2$5K0.7%
Real Estate1$7620.1%