J.P. Marvel Investment Advisors
Boston, MAfiles as J.P. Marvel Investment Advisors, LLC
$871m in 64 US stocks at the end of 30 June 2026. The top 10 are 64.2% of the money. It changed about 7.9% of the portfolio this quarter.
Value
$871m
Stocks
64
Top 10 share
64.2%
Turnover
7.9%
What changed this quarter
New
Bought for the first time this quarter.
- RTXRTX<0.1% of the fund
- ETF Opportunities TrustVSLU<0.1% of the fund
- FastenalFAST<0.1% of the fund
- Ishares TRIEFA<0.1% of the fund
- Home DepotHD<0.1% of the fund
Added
Bought more of a stock they already held.
- ModernaMRNA0.4% of the fund+3%
- Vertiv HoldingsVRT0.2% of the fund+3%
- Enterprise Products Partners L.P.EPD<0.1% of the fund+4%
- Ishares TRIJH<0.1% of the fund+6%
Cut
Sold some of their stake.
- Lam ResearchLRCX8.0% of the fund-2%
- Abbott LaboratoriesABT0.7% of the fund-3%
- Sherwin-WilliamsSHW0.7% of the fund-4%
- American Water Works CompanyAWK0.7% of the fund-3%
- AlphabetGOOG0.1% of the fund-56%
- VeraltoVLTO<0.1% of the fund-2%
Sold out
Sold their entire stake.
Holdings
- State STR Spdr S&P 500 ETF TSPY
- Share
- 0.3%
- Value
- $3m
- Shares
- 3,582
Held
- Agnico Eagle MinesAEM
- Share
- 0.3%
- Value
- $2m
- Shares
- 14,356
Held
- Ishares TRIJH
- Share
- <0.1%
- Value
- $514,324
- Shares
- 6,670
+6%
- Ishares TREFA
- Share
- <0.1%
- Value
- $318,808
- Shares
- 3,069
Held
- ETF Opportunities TrustVSLU
- Share
- <0.1%
- Value
- $232,989
- Shares
- 5,038
New
- Ishares TRIEFA
- Share
- <0.1%
- Value
- $205,716
- Shares
- 2,130
New
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| NvidiaNVDA | 12.6% | $110m | 547,557 | Held |
| Lam ResearchLRCX | 8.0% | $70m | 160,505 | -2% |
| Eli LillyLLY | 7.7% | $67m | 55,847 | Held |
| CorningGLW | 7.5% | $65m | 254,244 | Held |
| AlphabetGOOGL | 7.3% | $64m | 177,868 | Held |
| AppleAAPL | 6.2% | $54m | 185,779 | Held |
| Morgan StanleyMS | 4.7% | $41m | 197,896 | Held |
| JPMorgan ChaseJPM | 4.2% | $36m | 110,715 | Held |
| Amazon.comAMZN | 3.5% | $31m | 128,857 | Held |
| Cisco SystemsCSCO | 2.6% | $22m | 190,035 | Held |
| VisaV | 2.5% | $21m | 62,485 | Held |
| AbbVieABBV | 2.3% | $20m | 80,375 | Held |
| Thermo Fisher ScientificTMO | 2.2% | $19m | 37,917 | Held |
| DeereDE | 2.0% | $18m | 27,764 | Held |
| Johnson & JohnsonJNJ | 2.0% | $17m | 67,642 | Held |
| Bank of AmericaBAC | 1.8% | $16m | 277,005 | Held |
| MicrosoftMSFT | 1.8% | $15m | 41,199 | Held |
| CaterpillarCAT | 1.4% | $13m | 11,856 | Held |
| General ElectricGE | 1.4% | $12m | 31,607 | Held |
| 3MMMM | 1.3% | $11m | 68,565 | Held |
| Bristol-Myers SquibbBMY | 1.1% | $10m | 171,715 | Held |
| GE VernovaGEV | 1.1% | $9m | 7,961 | Held |
| Charles River Laboratories InternationalCRL | 1.0% | $8m | 37,286 | Held |
| Dell TechnologiesDELL | 0.9% | $8m | 18,489 | Held |
| Clean HarborsCLH | 0.8% | $7m | 23,908 | Held |
| Axon EnterpriseAXON | 0.8% | $7m | 12,393 | Held |
| International Business MachinesIBM | 0.7% | $7m | 23,144 | Held |
| EOG ResourcesEOG | 0.7% | $6m | 46,946 | Held |
| ExxonMobil HoldingsXOM | 0.7% | $6m | 44,250 | Held |
| Abbott LaboratoriesABT | 0.7% | $6m | 66,474 | -3% |
| Sherwin-WilliamsSHW | 0.7% | $6m | 16,975 | -4% |
| Procter & GamblePG | 0.7% | $6m | 39,646 | Held |
| American Water Works CompanyAWK | 0.7% | $6m | 43,604 | -3% |
| DanaherDHR | 0.6% | $5m | 28,105 | Held |
| Coca-ColaKO | 0.5% | $5m | 58,535 | Held |
| MedtronicMDT | 0.5% | $5m | 59,348 | Held |
| Vertex PharmaceuticalsVRTX | 0.4% | $4m | 7,810 | Held |
| MerckMRK | 0.4% | $4m | 28,670 | Held |
| Carrier GlobalCARR | 0.4% | $4m | 49,146 | Held |
| ChevronCVX | 0.4% | $4m | 21,554 | Held |
| ModernaMRNA | 0.4% | $3m | 45,535 | +3% |
| Texas InstrumentsTXN | 0.3% | $3m | 10,160 | Held |
| State STR Spdr S&P 500 ETF TSPY | 0.3% | $3m | 3,582 | Held |
| BroadcomAVGO | 0.3% | $3m | 6,634 | Held |
| Agnico Eagle MinesAEM | 0.3% | $2m | 14,356 | Held |
| Alnylam PharmaceuticalsALNY | 0.2% | $2m | 7,105 | Held |
| SyscoSYY | 0.2% | $2m | 21,624 | Held |
| Vertiv HoldingsVRT | 0.2% | $2m | 4,746 | +3% |
| HersheyHSY | 0.2% | $1m | 8,000 | Held |
| General DynamicsGD | 0.1% | $1m | 3,000 | Held |
| QualcommQCOM | 0.1% | $1m | 5,745 | Held |
| AlphabetGOOG | 0.1% | $1m | 2,930 | -56% |
| AT&TT | 0.1% | $931,169 | 44,984 | Held |
| VeraltoVLTO | <0.1% | $811,600 | 9,152 | -2% |
| Enterprise Products Partners L.P.EPD | <0.1% | $775,232 | 21,089 | +4% |
| Ishares TRIJH | <0.1% | $514,324 | 6,670 | +6% |
| Ishares TREFA | <0.1% | $318,808 | 3,069 | Held |
| RTXRTX | <0.1% | $295,979 | 1,560 | New |
| PepsiCoPEP | <0.1% | $248,053 | 1,832 | Held |
| ETF Opportunities TrustVSLU | <0.1% | $232,989 | 5,038 | New |
| Duke EnergyDUK | <0.1% | $229,237 | 1,811 | Held |
| FastenalFAST | <0.1% | $220,938 | 4,600 | New |
| Ishares TRIEFA | <0.1% | $205,716 | 2,130 | New |
| Home DepotHD | <0.1% | $203,497 | 577 | New |
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 40.3% since 30 June 2025.
Where the money is
Technology40.9%
Health care19.6%
Financial services13.2%
Industrials9.7%
Media & telecom7.5%
Retail & consumer3.5%
Energy1.8%
Everyday goods1.6%
Materials0.9%
Utilities0.8%
Other0.5%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.