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 $871.2M across 64 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: NVDA ($109.6M, 12.58%), LRCX ($69.6M, 7.98%), LLY ($67.0M, 7.69%), GLW ($64.9M, 7.45%), GOOGL ($63.6M, 7.30%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $109.6M | 12.58% | 547,557 | Trimmed |
| 2 | LRCX | LAM RESEARCH CORP | $69.6M | 7.98% | 160,505 | Trimmed |
| 3 | LLY | ELI LILLY & CO | $67.0M | 7.69% | 55,847 | Added |
| 4 | GLW | CORNING INC | $64.9M | 7.45% | 254,244 | Trimmed |
| 5 | GOOGL | ALPHABET INC | $63.6M | 7.30% | 177,868 | Added |
| 6 | AAPL | APPLE INC | $53.8M | 6.17% | 185,779 | Added |
| 7 | MS | MORGAN STANLEY | $41.4M | 4.75% | 197,896 | Added |
| 8 | JPM | JPMORGAN CHASE & CO | $36.2M | 4.16% | 110,715 | Added |
| 9 | AMZN | AMAZON COM INC | $30.7M | 3.53% | 128,857 | Added |
| 10 | CSCO | CISCO SYS INC | $22.3M | 2.56% | 190,035 | Added |
| 11 | V | VISA INC | $21.4M | 2.46% | 62,485 | Trimmed |
| 12 | ABBV | ABBVIE INC | $20.2M | 2.32% | 80,375 | Added |
| 13 | TMO | THERMO FISHER SCIENTIFIC INC | $19.0M | 2.18% | 37,917 | Trimmed |
| 14 | DE | DEERE & CO | $17.6M | 2.02% | 27,764 | Added |
| 15 | JNJ | JOHNSON & JOHNSON | $17.2M | 1.97% | 67,642 | Hold |
| 16 | BAC | BANK OF AMER CORP | $15.8M | 1.81% | 277,005 | Added |
| 17 | MSFT | MICROSOFT CORP | $15.4M | 1.76% | 41,199 | Trimmed |
| 18 | CAT | CATERPILLAR INC | $12.6M | 1.45% | 11,856 | Added |
| 19 | GE | GE AEROSPACE | $11.8M | 1.36% | 31,607 | Hold |
| 20 | MMM | 3M CO | $11.1M | 1.27% | 68,565 | Trimmed |
| 21 | BMY | BRISTOL-MYERS SQUIBB CO | $9.9M | 1.14% | 171,715 | Trimmed |
| 22 | GEV | GE VERNOVA INC | $9.4M | 1.07% | 7,961 | Added |
| 23 | CRL | CHARLES RIV LABS INTL INC | $8.5M | 0.97% | 37,286 | Hold |
| 24 | DELL | DELL TECHNOLOGIES INC | $8.0M | 0.92% | 18,489 | Added |
| 25 | CLH | CLEAN HARBORS INC | $7.1M | 0.82% | 23,908 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30