Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
J.P. Marvel Investment Advisors, LLC (CIK 1426755) reported $705.2M across 60 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: NVDA ($96.3M, 13.66%), LLY ($51.1M, 7.25%), GOOGL ($51.0M, 7.24%), AAPL ($47.1M, 6.68%), GLW ($35.2M, 4.99%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $96.3M | 13.66% | 552,184 | Trimmed |
| 2 | LLY | ELI LILLY & CO | $51.1M | 7.25% | 55,566 | Trimmed |
| 3 | GOOGL | ALPHABET INC | $51.0M | 7.24% | 177,469 | Trimmed |
| 4 | AAPL | APPLE INC | $47.1M | 6.68% | 185,627 | Trimmed |
| 5 | GLW | CORNING INC | $35.2M | 4.99% | 258,884 | Hold |
| 6 | LRCX | LAM RESEARCH CORP | $35.1M | 4.98% | 164,243 | Trimmed |
| 7 | MS | MORGAN STANLEY | $32.6M | 4.62% | 197,873 | Trimmed |
| 8 | JPM | JPMORGAN CHASE & CO | $32.5M | 4.61% | 110,541 | Trimmed |
| 9 | AMZN | AMAZON COM INC | $26.8M | 3.80% | 128,731 | Trimmed |
| 10 | V | VISA INC | $18.9M | 2.68% | 62,560 | Trimmed |
| 11 | TMO | THERMO FISHER SCIENTIFIC INC | $18.7M | 2.65% | 38,035 | Trimmed |
| 12 | ABBV | ABBVIE INC | $17.5M | 2.48% | 80,333 | Added |
| 13 | JNJ | JOHNSON & JOHNSON | $16.5M | 2.34% | 67,642 | Added |
| 14 | DE | DEERE & CO | $15.6M | 2.21% | 27,704 | Added |
| 15 | MSFT | MICROSOFT CORP | $15.3M | 2.16% | 41,232 | Trimmed |
| 16 | CSCO | CISCO SYS INC | $14.7M | 2.08% | 189,375 | Added |
| 17 | BAC | BANK AMERICA CORP | $13.5M | 1.91% | 276,613 | Trimmed |
| 18 | BMY | BRISTOL-MYERS SQUIBB CO | $10.5M | 1.49% | 173,277 | Added |
| 19 | MMM | 3M CO | $10.1M | 1.43% | 69,589 | Trimmed |
| 20 | GE | GE AEROSPACE | $9.0M | 1.27% | 31,607 | Hold |
| 21 | CAT | CATERPILLAR INC | $8.3M | 1.18% | 11,734 | Hold |
| 22 | XOM | EXXON MOBIL CORP | $7.5M | 1.07% | 44,295 | Added |
| 23 | ABT | ABBOTT LABORATORIES | $7.0M | 1.00% | 68,619 | Trimmed |
| 24 | GEV | GE VERNOVA INC | $6.9M | 0.98% | 7,936 | Hold |
| 25 | CLH | CLEAN HARBORS INC | $6.9M | 0.98% | 24,125 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31