J.P. Marvel Investment Advisors, LLC
CIK: 1426755SEC EDGAR →
Portfolio Value
$59.8B
Holdings
60
As of
Q1 2026
New Positions
60
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | CISCO SYS INC | 189,375 | $14.7B | 24.55% |
| 2 | BANK AMERICA CORP | 276,613 | $13.5B | 22.53% |
| 3 | BRISTOL-MYERS SQUIBB CO | 173,277 | $10.5B | 17.56% |
| 4 | MEDTRONIC PLC | 59,416 | $5.1B | 8.60% |
| 5 | COCA COLA CO | 58,566 | $4.5B | 7.44% |
| 6 | CARRIER GLOBAL CORPORATION | 48,461 | $2.7B | 4.56% |
| 7 | MODERNA INC | 44,335 | $2.3B | 3.76% |
| 8 | SYSCO CORP | 21,624 | $1.5B | 2.58% |
| 9 | AT&T INC | 44,984 | $1.3B | 2.18% |
| 10 | VERALTO CORP | 9,359 | $827.5M | 1.38% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Healthcare | 13 | $18.0B | 30.1% |
| Technology | 11 | $14.9B | 25.0% |
| Financial Services | 6 | $14.3B | 23.8% |
| Consumer Defensive | 5 | $6.0B | 10.0% |
| Industrials | 10 | $3.6B | 6.0% |
| Communication Services | 3 | $1.4B | 2.3% |
| Energy | 4 | $784.9M | 1.3% |
| Real Estate | 1 | $766.7M | 1.3% |
| Unknown | 2 | $38.7M | 0.1% |
| Consumer Cyclical | 1 | $26.8M | 0.0% |
| Basic Materials | 2 | $8.6M | 0.0% |
| Utilities | 2 | $7.2M | 0.0% |