2026 Q1 Portfolio Activity
In 2026 Q1, J.P. Marvel Investment Advisors, LLC maintained a portfolio of 60 distinct positions. They heavily accumulated shares in EXXON MOBIL CORP, increasing the position by 6.4%.
Position History
hover any row below to update
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Total Positions
60
Quarter
2026 Q1
Top Holding
NVDA (13.7%)
Top 10 Concentration
60.5%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 60
J.P. Marvel Investment Advisors, LLC Full Holdings List — 2026 Q1
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
NVDA
NVIDIA CORPORAT...
|
Technology | 13.66% | 14.32% |
#1
Prev: #1
|
6.5 |
—
|
-692 | -0.1% |
P
S
|
552,184 | $96,300,890 |
$111.50
+89.0%
|
2021 Q2 | 13F Filing | 2026-03-31 | 2026-05-06 | ||
|
LLY
ELI LILLY & CO
|
Healthcare | 7.25% | 8.30% |
#2
Prev: #2
|
4.9 |
—
|
-49 | -0.1% |
P
S
|
55,566 | $51,107,940 | 2007 Q4 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 7.24% | 7.72% |
#3
Prev: #3
|
4.4 |
—
|
-34 | -0.0% |
P
S
|
177,469 | $51,032,986 | 2015 Q4 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
AAPL
APPLE INC
|
Technology | 6.68% | 7.01% |
#4
Prev: #4
|
3.7 |
—
|
-25 | -0.0% |
P
S
|
185,627 | $47,110,277 | 2008 Q4 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
GLW
CORNING INC
|
Technology | 4.99% | 3.15% |
#5
4
Prev: #9
|
3.5 |
—
|
no change | no change |
P
S
|
258,884 | $35,200,458 | 2008 Q2 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
LRCX
LAM RESEARCH CO...
|
Technology | 4.98% | 3.91% |
#6
2
Prev: #8
|
2.5 |
—
|
-45 | -0.0% |
P
S
|
164,243 | $35,092,160 | 2016 Q2 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
MS
MORGAN STANLEY
|
Financial Services | 4.62% | 4.89% |
#7
1
Prev: #6
|
2.3 |
—
|
-290 | -0.1% |
P
S
|
197,873 | $32,563,960 | 2007 Q4 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 4.61% | 4.95% |
#8
3
Prev: #5
|
2.3 |
—
|
-146 | -0.1% |
P
S
|
110,541 | $32,516,741 | 2008 Q4 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 3.80% | 4.13% |
#9
2
Prev: #7
|
2.0 |
—
|
-36 | -0.0% |
P
S
|
128,731 | $26,810,806 | 2009 Q4 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
V
VISA INC
|
Financial Services | 2.68% | 3.06% |
#10
1
Prev: #11
|
1.6 |
—
|
-241 | -0.4% |
P
S
|
62,560 | $18,908,135 | 2018 Q2 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
TMO
THERMO FISHER S...
|
Healthcare | 2.65% | 3.07% |
#11
1
Prev: #10
|
1.6 |
—
|
-85 | -0.2% |
P
S
|
38,035 | $18,695,344 | 2008 Q4 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
ABBV
ABBVIE INC
|
Healthcare | 2.48% | 2.55% |
#12
1
Prev: #13
|
1.5 |
—
|
2 | 0.0% |
P
S
|
80,333 | $17,471,625 | 2013 Q1 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
JNJ
JOHNSON & JOHNS...
|
Healthcare | 2.34% | 1.94% |
#13
3
Prev: #16
|
1.4 |
—
|
17 | 0.0% |
P
S
|
67,642 | $16,534,411 | 2007 Q4 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
DE
DEERE & CO
|
Industrials | 2.21% | 1.79% |
#14
3
Prev: #17
|
1.4 |
—
|
54 | 0.2% |
P
S
|
27,704 | $15,605,664 | 2008 Q4 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 2.16% | 2.80% |
#15
3
Prev: #12
|
1.4 |
—
|
-462 | -1.1% |
P
S
|
41,232 | $15,262,850 | 2007 Q4 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
CSCO
CISCO SYS INC
|
Technology | 2.08% | 2.02% |
#16
1
Prev: #15
|
1.3 |
—
|
155 | 0.1% |
P
S
|
189,375 | $14,693,607 | 2007 Q4 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
BAC
BANK AMERICA CO...
|
Financial Services | 1.91% | 2.12% |
#17
3
Prev: #14
|
1.3 |
—
|
-714 | -0.3% |
P
S
|
276,613 | $13,484,884 | 2009 Q2 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
BMY
BRISTOL-MYERS S...
|
Healthcare | 1.49% | 1.23% |
#18
2
Prev: #20
|
2.6 |
—
|
9,273 | 5.7% |
P
S
|
173,277 | $10,509,251 | 2007 Q4 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
MMM
3M CO
|
Industrials | 1.43% | 1.55% |
#19
1
Prev: #18
|
1.1 |
—
|
-244 | -0.3% |
P
S
|
69,589 | $10,106,411 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
GE
GE AEROSPACE
|
Industrials | 1.27% | 1.35% |
#20
1
Prev: #19
|
1.5 |
—
|
no change | no change |
P
S
|
31,607 | $8,969,119 | 2007 Q4 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
CAT
CATERPILLAR INC
|
Industrials | 1.18% | 0.93% |
#21
4
Prev: #25
|
1.5 |
—
|
no change | no change |
P
S
|
11,734 | $8,313,070 | 2008 Q4 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
XOM
EXXON MOBIL COR...
|
Energy | 1.07% | 0.70% |
#22
11
Prev: #33
|
2.4 |
—
|
2,673 | 6.4% |
P
S
|
44,295 | $7,515,090 | 2007 Q4 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
ABT
ABBOTT LABORATO...
|
Healthcare | 1.00% | 1.22% |
#23
2
Prev: #21
|
0.9 |
—
|
-1,569 | -2.2% |
P
S
|
68,619 | $7,045,113 | 2012 Q1 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
GEV
GE VERNOVA INC
|
Industrials | 0.98% | 0.72% |
#24
8
Prev: #32
|
1.4 |
—
|
no change | no change |
P
S
|
7,936 | $6,927,335 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
CLH
CLEAN HARBORS I...
|
Industrials | 0.98% | 0.79% |
#25
4
Prev: #29
|
1.4 |
—
|
no change | no change |
P
S
|
24,125 | $6,917,362 | 2007 Q4 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
EOG
EOG RES INC
|
Energy | 0.96% | 0.69% |
#26
8
Prev: #34
|
0.9 |
—
|
-310 | -0.7% |
P
S
|
46,851 | $6,773,250 | 2007 Q4 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
CRL
CHARLES RIV LAB...
|
Healthcare | 0.91% | 1.03% |
#27
5
Prev: #22
|
0.9 |
—
|
52 | 0.1% |
P
S
|
37,286 | $6,431,835 | 2016 Q2 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
AWK
AMERICAN WTR WK...
|
Utilities | 0.87% | 0.82% |
#28
1
Prev: #27
|
0.8 |
—
|
-150 | -0.3% |
P
S
|
44,994 | $6,123,234 | 2009 Q3 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
SHW
SHERWIN WILLIAM...
|
Basic Materials | 0.81% | 0.80% |
#29
1
Prev: #28
|
1.3 |
—
|
no change | no change |
P
S
|
17,746 | $5,688,481 | 2016 Q1 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
PG
PROCTER & GAMBL...
|
Consumer Defensive | 0.81% | 0.78% |
#30
Prev: #30
|
0.8 |
—
|
-50 | -0.1% |
P
S
|
39,380 | $5,688,048 | 2007 Q4 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
IBM
INTERNATIONAL B...
|
Technology | 0.80% | 0.95% |
#31
7
Prev: #24
|
0.8 |
—
|
37 | 0.2% |
P
S
|
23,156 | $5,612,783 | 2007 Q4 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
DHR
DANAHER CORP DE...
|
Healthcare | 0.76% | 0.90% |
#32
6
Prev: #26
|
0.8 |
—
|
-5 | -0.0% |
P
S
|
28,180 | $5,342,928 | 2013 Q1 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
AXON
AXON ENTERPRISE...
|
Industrials | 0.75% | 0.98% |
#33
10
Prev: #23
|
0.8 |
—
|
-23 | -0.2% |
P
S
|
12,423 | $5,275,924 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
MDT
MEDTRONIC PLC
|
Healthcare | 0.73% | 0.77% |
#34
3
Prev: #31
|
0.8 |
—
|
1,771 | 3.1% |
P
S
|
59,416 | $5,148,397 | 2007 Q4 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
KO
COCA COLA CO
|
Consumer Defensive | 0.63% | 0.55% |
#35
Prev: #35
|
0.8 |
—
|
1,458 | 2.6% |
P
S
|
58,566 | $4,453,945 | 2007 Q4 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
CVX
CHEVRON CORPORA...
|
Energy | 0.63% | 0.41% |
#36
2
Prev: #38
|
2.3 |
—
|
2,080 | 10.7% |
P
S
|
21,489 | $4,446,075 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
VRTX
VERTEX PHARMACE...
|
Healthcare | 0.50% | 0.49% |
#37
1
Prev: #36
|
1.2 |
—
|
no change | no change |
P
S
|
7,855 | $3,507,572 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
MRK
MERCK & CO INC
|
Healthcare | 0.49% | 0.42% |
#38
1
Prev: #37
|
1.2 |
—
|
no change | no change |
P
S
|
28,670 | $3,448,715 | 2007 Q4 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
DELL
DELL TECHNOLOGI...
|
Technology | 0.43% | 0.32% |
#39
4
Prev: #43
|
1.2 |
—
|
no change | no change |
P
S
|
18,282 | $3,000,625 | 2019 Q1 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
AEM
AGNICO EAGLE MI...
|
Basic Materials | 0.41% | 0.34% |
#40
2
Prev: #42
|
0.7 |
—
|
9 | 0.1% |
P
S
|
14,386 | $2,920,071 | 2012 Q2 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
CARR
CARRIER GLOBAL ...
|
Industrials | 0.39% | 0.36% |
#41
1
Prev: #40
|
0.7 |
—
|
-550 | -1.1% |
P
S
|
48,461 | $2,728,839 | 2021 Q3 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
ALNY
ALNYLAM PHARMAC...
|
Healthcare | 0.33% | 0.39% |
#42
3
Prev: #39
|
1.1 |
—
|
no change | no change |
P
S
|
7,105 | $2,350,832 | 2012 Q3 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
SPY
STATE STR SPDR ...
|
ETF | 0.33% | 0.34% |
#43
2
Prev: #41
|
1.1 |
—
|
no change | no change |
P
S
|
3,582 | $2,329,518 | 2015 Q4 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
MRNA
MODERNA INC
|
Healthcare | 0.32% | 0.16% |
#44
5
Prev: #49
|
2.1 |
—
|
4,840 | 12.3% |
P
S
|
44,335 | $2,252,218 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
AVGO
BROADCOM INC
|
Technology | 0.29% | 0.31% |
#45
1
Prev: #44
|
1.1 |
—
|
no change | no change |
P
S
|
6,521 | $2,018,315 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
TXN
TEXAS INSTRS IN...
|
Technology | 0.28% | 0.24% |
#46
Prev: #46
|
1.1 |
—
|
no change | no change |
P
S
|
10,160 | $1,972,463 | 2007 Q4 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
GOOG
ALPHABET INC
|
Communication Services | 0.27% | 0.29% |
#47
2
Prev: #45
|
1.1 |
—
|
no change | no change |
P
S
|
6,660 | $1,910,488 | 2013 Q1 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
HSY
HERSHEY CO
|
Consumer Defensive | 0.24% | 0.20% |
#48
Prev: #48
|
1.1 |
—
|
no change | no change |
P
S
|
8,000 | $1,663,120 | 2009 Q2 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
SYY
SYSCO CORP
|
Consumer Defensive | 0.22% | 0.22% |
#49
2
Prev: #47
|
0.6 |
—
|
190 | 0.9% |
P
S
|
21,624 | $1,542,440 | 2009 Q2 | 13F Filing | 2026-03-31 | 2026-05-06 | |||
|
T
AT&T INC
|
Communication Services | 0.18% | 0.15% |
#50
Prev: #50
|
0.6 |
—
|
389 | 0.9% |
P
S
|
44,984 | $1,304,087 | 2008 Q4 | 13F Filing | 2026-03-31 | 2026-05-06 |
Showing 1-50 of 60 holdings