J.P. Marvel Investment Advisors, LLC
CIK 1426755
13F filing for Q2 2026・No. 2,803
- Holdings
- US$871.21M
- Quarter change
- +US$166.05M
- Entries
- 64
- Net bought (estimate)
- −US$4.45M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 5
- Sold out 1
- Cut 22
- Added 22
- Corporate actions 0
- Unchanged 15
Largest holdings
64 stocks worth US$871.21M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| NVDANvidiaCOM | Cut | 547,557 | US$109.56M | 12.58% |
| LRCXLAM RESEARCH CORPCOM NEW | Cut | 160,505 | US$69.55M | 7.98% |
| LLYELI LILLY & COCOM | Added | 55,847 | US$66.98M | 7.69% |
| GLWCORNING INCCOM | Cut | 254,244 | US$64.94M | 7.45% |
| GOOGLAlphabetCAP STK CL A | Added | 177,868 | US$63.56M | 7.30% |
| AAPLAppleCOM | Added | 185,779 | US$53.76M | 6.17% |
| MSMORGAN STANLEYCOM NEW | Added | 197,896 | US$41.37M | 4.75% |
| JPMJPMORGAN CHASE & COCOM | Added | 110,715 | US$36.24M | 4.16% |
| AMZNAmazonCOM | Added | 128,857 | US$30.71M | 3.53% |
| CSCOCISCO SYS INCCOM | Added | 190,035 | US$22.32M | 2.56% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 31, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.