J.P. Marvel Investment Advisors, LLC reported 59 positions worth $858.98M for the quarter ended Sep 30, 2026, down 1.0% on the prior quarter. It opened 1 new position, added to 11, trimmed 26 and exited 1. Its largest holding is Nvidia Corp at 14.6% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| MRNA Moderna, Inc. | +1,000 | +2.2% | $192.57K | 1.04% |
| VRTX Vertex Pharmaceuticals Inc / Ma | +323 | +4.1% | $168.87K | 0.495% |
| STWD Starwood Property Trust, Inc. | +12.5K | – | $168.75K | 0.02% |
| DE Deere & Co | +228 | +0.8% | $153.11K | 2.19% |
| JNJ Johnson & Johnson | +176 | +0.3% | $46.59K | 2.09% |
| AAPL Apple Inc. | +122 | +0.1% | $40.63K | 7.21% |
| AMZN Amazon Com Inc | +155 | +0.1% | $38.62K | 3.74% |
| MMM 3M Co | +227 | +0.3% | $37.26K | 1.31% |
| MS Morgan Stanley | +185 | +0.1% | $34.79K | 4.34% |
| NVDA Nvidia Corp | +128 | +0.0% | $29.23K | 14.56% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| HD Home Depot, Inc. | -577 | -100.0% | $203.50K | Exited |
| GOOGL Alphabet Inc. | -519 | -0.3% | $178.58K | 7.1% |
| LRCX Lam Research Corp | -215 | -0.1% | $70.63K | 6.13% |
| GLW Corning Inc | -302 | -0.1% | $46.44K | 4.55% |
| VLTO Veralto Corp | -402 | -4.4% | $37.92K | 0.096% |
| TMO Thermo Fisher Scientific Inc. | -50 | -0.1% | $33.75K | 2.98% |
| LLY ELI LILLY & Co | -19 | 0.0% | $21.98K | 7.52% |
| CAT Caterpillar Inc | -10 | -0.1% | $8.11K | 1.12% |
| XOM ExxonMobil Holdings Corp | -30 | -0.1% | $4.88K | 0.838% |
| GEV GE Vernova Inc. | -5 | -0.1% | $4.75K | 0.88% |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| STWD Starwood Property Trust, Inc. | +12.5K | $168.75K | 0.02% |
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| HD Home Depot, Inc. | -577 | $203.50K | 0.023% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | NVDA Nvidia Corp | Technology | 547.7K | $125.08M | 14.56% | +128 | +0.0% | Added | 0% |
| 2 | LLY ELI LILLY & Co | Healthcare | 55.8K | $64.60M | 7.52% | -19 | 0.0% | Reduced | 0.01% |
| 3 | AAPL Apple Inc. | Technology | 185.9K | $61.91M | 7.21% | +122 | +0.1% | Added | 0% |
| 4 | GOOGL Alphabet Inc. | Technology | 177.3K | $61.02M | 7.1% | -519 | -0.3% | Reduced | 0% |
| 5 | LRCX Lam Research Corp | Technology | 160.3K | $52.66M | 6.13% | -215 | -0.1% | Reduced | 0.01% |
| 6 | GLW Corning Inc | Basic Materials | 253.9K | $39.05M | 4.55% | -302 | -0.1% | Reduced | 0.03% |
| 7 | MS Morgan Stanley | Financial Services | 198.1K | $37.26M | 4.34% | +185 | +0.1% | Added | 0.01% |
| 8 | JPM Jpmorgan Chase & Co | Financial Services | 110.7K | $36.63M | 4.26% | +4 | +0.0% | Added | 0% |
| 9 | AMZN Amazon Com Inc | Consumer Discretionary | 129.0K | $32.14M | 3.74% | +155 | +0.1% | Added | 0% |
| 10 | TMO Thermo Fisher Scientific Inc. | Healthcare | 37.9K | $25.56M | 2.98% | -50 | -0.1% | Reduced | 0.01% |
| 11 | V Visa Inc. | Financial Services | 62.5K | $22.45M | 2.61% | -5 | 0.0% | Reduced | 0% |
| 12 | MSFT Microsoft Corp | Technology | 41.2K | $21.13M | 2.46% | -7 | 0.0% | Reduced | 0% |
| 13 | ABBV AbbVie Inc. | Healthcare | 80.4K | $21.03M | 2.45% | +8 | +0.0% | Added | 0% |
| 14 | CSCO Cisco Systems, Inc. | Technology | 190.0K | $20.45M | 2.38% | -35 | 0.0% | Reduced | 0% |
| 15 | DE Deere & Co | Industrials | 28.0K | $18.80M | 2.19% | +228 | +0.8% | Added | 0.01% |
Tip. Select a row to see that position’s full history at J.P. Marvel Investment Advisors.
As of its Q3 2026 13F filing, J.P. Marvel Investment Advisors, LLC’s five largest positions were Nvidia Corp (NVDA) at 14.6%, ELI LILLY & Co (LLY) at 7.5%, Apple Inc. (AAPL) at 7.2%, Alphabet Inc. (GOOGL) at 7.1%, Lam Research Corp (LRCX) at 6.1% of the reported portfolio.
J.P. Marvel Investment Advisors, LLC reported a 13F portfolio worth $858.98M across 59 positions for Q3 2026. That is down 1.0% from the previous quarter.
Its largest purchases by value were Moderna, Inc. ($192.57K), Vertex Pharmaceuticals Inc / Ma ($168.87K), Starwood Property Trust, Inc. ($168.75K). It opened 1 new positions.
Its largest sales by value were Home Depot, Inc. ($203.50K), Alphabet Inc. ($178.58K), Lam Research Corp ($70.63K). It exited 1 positions entirely.
From the Form 13F-HR reports J.P. Marvel Investment Advisors, LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.