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13F holdings · Q3 2026

J.P. Marvel Investment Advisors

Boston, MA · files as J.P. Marvel Investment Advisors, LLC
Filed
Holdings as of Sep 30, 2026Filed Nov 2, 2026Next filing due Feb 15, 2027CIK 1426755

J.P. Marvel Investment Advisors reported 65 stocks worth $863M in its 13F filing for Q3 2026, filed Nov 2, 2026. Its largest holdings are NVDA (14.5%), LLY (7.5%) and AAPL (7.2%). Compared with Q2 2026, the fund opened new positions in XOM, COLO and STWD, added to AMZN, DE and JNJ, trimmed GOOGL, LRCX and GLW and sold out of XOM and HD.

Reported value$863M−0.9% vs last quarter
Stocks held653 new · 2 sold out
Top 5 weight42.3%fairly concentrated
Turnover2%of the portfolio changed
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Holdings

#StockValueWeightSharesChangeShares, 8 qtrsHeld
1
NVDA
Nvidia Corporation
$125M14.5%548KNo change8 of 8
2
LLY
Eli Lilly & Co
$64.6M7.5%56KNo change8 of 8
3
AAPL
Apple Inc
$61.9M7.2%186KNo change8 of 8
4
GOOGL
Alphabet Inc
$61M7.1%177K−519 (−0%)8 of 8
5
LRCX
Lam Research Corp
$52.7M6.1%160K−215 (−0%)8 of 8
6
GLW
Corning Inc
$39M4.5%254K−302 (−0%)8 of 8
7
MS
Morgan Stanley
$37.3M4.3%198KNo change8 of 8
8
JPM
Jpmorgan Chase & Co.
$36.6M4.2%111KNo change8 of 8
9
AMZN
Amazon Com Inc
$32.1M3.7%129K+155 (+0%)8 of 8
10
TMO
Thermo Fisher Scientific Inc
$25.6M3.0%38K−50 (−0%)8 of 8
🔒 55 more holdings in this filing. Create a free account or sign in to see them all.

Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.

Sold out

held in Q2 2026, gone in Q3 2026
StockValue last quarterShares sold
XOM
Exxon Mobil Corp
$6M44K
HD
Home Depot Inc
$203K577

Reported value

last 8 quarters
$606MQ4 '24
$578MQ1 '25
$621MQ2 '25
$688MQ3 '25
$720MQ4 '25
$705MQ1 '26
$871MQ2 '26
$863MQ3 '26

The value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.

Filings for Q3 2026

straight from the SEC
FiledFormQuarter
Nov 2, 202613F-HRQ3 2026SEC filing ↗

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J.P. Marvel Investment Advisors 13F FAQ

What does J.P. Marvel Investment Advisors own?

J.P. Marvel Investment Advisors reported 65 stocks worth $863M in its 13F filing for Q3 2026, filed Nov 2, 2026. The table above lists every position in the filing (the top 10 without an account).

What did J.P. Marvel Investment Advisors buy and sell in Q3 2026?

Compared with Q2 2026: 3 new positions, 8 added to, 9 trimmed and 2 sold out. New positions include XOM, COLO and STWD. It sold all of XOM and HD.

When will J.P. Marvel Investment Advisors file its next 13F?

Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.

How much is J.P. Marvel Investment Advisors's portfolio worth?

The Q3 2026 filing reports $863M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.

For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.