J.P. Marvel Investment Advisors, LLC holds a focused book of 64 stocks worth $871.2M as of Q2 2026 (disclosed Jul 31, 2026, a ~31-day 13F lag). This quarter they opened RTX Corp and trimmed Nvidia Corp. Their largest long position is Nvidia Corp at 13% of the equity book.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% mapped to company sectors
+3 sectors below the cut, 1% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as J.P. Marvel Investment Advisors, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Hoffman, Alan N Investment Management | 8 / 64 | $153.3M |
| AdviceOne Advisory Services, LLC | 20 / 64 | $147.9M |
| Independent Investors Inc | 27 / 64 | $414.0M |
| 9823 Capital, L.P. | 7 / 64 | $115.0M |
| Pincus Capital Management, LP | 23 / 64 | $129.6M |
| Prospect Hill Management, LLC | 7 / 64 | $198.7M |
| Marest Capital, LLC | 13 / 64 | $151.5M |
| V. M. Manning & Co., Inc. | 23 / 64 | $87.8M |
Ranked by the share of each fund's own book sitting in the names it shares with J.P. Marvel Investment Advisors, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Nvidia Corporation COM | $109.6M | 547.6K | 12.6% | ▼−0.8% Reduced · −5K sh | |
| 2 | Lam Research Corp COM NEW | $69.6M | 160.5K | 8.0% | ▼−2.3% Reduced · −4K sh | |
| 3 | Eli Lilly & Co COM | $67.0M | 55.8K | 7.7% | ▲+0.5% Added · +281 sh | |
| 4 | Corning Inc COM | $64.9M | 254.2K | 7.5% | ▼−1.8% Reduced · −5K sh | |
| 5 | Alphabet Inc CAP STK CL A | $63.6M | 177.9K | 7.3% | ▲+0.2% Added · +399 sh | |
| 6 | Apple Inc COM | $53.8M | 185.8K | 6.2% | ▲+0.1% Added · +152 sh | |
| 7 | Morgan Stanley COM NEW | $41.4M | 197.9K | 4.7% | ▲~0% Added · +23 sh | |
| 8 | JPMorgan Chase & Co COM | $36.2M | 110.7K | 4.2% | ▲+0.1% Added · +174 sh | |
| 9 | Amazon Com Inc COM | $30.7M | 128.9K | 3.5% | ▲+0.1% Added · +126 sh | |
| 10 | Cisco Sys Inc COM | $22.3M | 190.0K | 2.6% | ▲+0.3% Added · +660 sh | |
| 11 | Visa Inc COM CL A | $21.4M | 62.5K | 2.5% | ▼−0.1% Reduced · −75 sh | |
| 12 | Abbvie Inc COM | $20.2M | 80.4K | 2.3% | ▲+0.1% Added · +42 sh | |
| 13 | Thermo Fisher Scientific Inc COM | $19.0M | 37.9K | 2.2% | ▼−0.3% Reduced · −118 sh | |
| 14 | Deere & Co COM | $17.6M | 27.8K | 2.0% | ▲+0.2% Added · +60 sh | |
| 15 | Johnson & Johnson COM | $17.2M | 67.6K | 2.0% | —Held | |
| 16 | Bank Of Amer Corp COM | $15.8M | 277.0K | 1.8% | ▲+0.1% Added · +392 sh | |
| 17 | Microsoft Corp COM | $15.4M | 41.2K | 1.8% | ▼−0.1% Reduced · −33 sh | |
| 18 | Caterpillar Inc COM | $12.6M | 11.9K | 1.4% | ▲+1.0% Added · +122 sh | |
| 19 | Ge Aerospace COM NEW | $11.8M | 31.6K | 1.4% | —Held | |
| 20 | 3M Co COM | $11.1M | 68.6K | 1.3% | ▼−1.5% Reduced · −1K sh | |
| 21 | Bristol-Myers Squibb Co COM | $9.9M | 171.7K | 1.1% | ▼−0.9% Reduced · −2K sh | |
| 22 | Ge Vernova Inc COM | $9.4M | 8.0K | 1.1% | ▲+0.3% Added · +25 sh | |
| 23 | Charles Riv Labs Intl Inc COM | $8.5M | 37.3K | 1.0% | —Held | |
| 24 | Dell Technologies Inc CL C | $8.0M | 18.5K | 0.9% | ▲+1.1% Added · +207 sh | |
| 25 | Clean Harbors Inc COM | $7.1M | 23.9K | 0.8% | ▼−0.9% Reduced · −217 sh | |
| 26 | Axon Enterprise Inc COM | $6.9M | 12.4K | 0.8% | ▼−0.2% Reduced · −30 sh | |
| 27 | International Business Machs COM | $6.5M | 23.1K | 0.7% | ▼−0.1% Reduced · −12 sh | |
| 28 | Eog Res Inc COM | $6.1M | 46.9K | 0.7% | ▲+0.2% Added · +95 sh | |
| 29 | Exxon Mobil Corp COM | $6.0M | 44.3K | 0.7% | ▼−0.1% Reduced · −45 sh | |
| 30 | Abbott Laboratories COM | $6.0M | 66.5K | 0.7% | ▼−3.1% Reduced · −2K sh | |
| 31 | Sherwin Williams Co COM | $5.8M | 17.0K | 0.7% | ▼−4.3% Reduced · −771 sh | |
| 32 | Procter & Gamble Co COM | $5.8M | 39.6K | 0.7% | ▲+0.7% Added · +266 sh | |
| 33 | American WTR WKS Co Inc New COM | $5.7M | 43.6K | 0.7% | ▼−3.1% Reduced · −1K sh | |
| 34 | Danaher Corp Del COM | $5.4M | 28.1K | 0.6% | ▼−0.3% Reduced · −75 sh | |
| 35 | Coca Cola Co COM | $4.8M | 58.5K | 0.5% | ▼−0.1% Reduced · −31 sh | |
| 36 | Medtronic PLC SHS | $4.6M | 59.3K | 0.5% | ▼−0.1% Reduced · −68 sh | |
| 37 | Vertex Pharmaceuticals Inc COM | $3.9M | 7.8K | 0.4% | ▼−0.6% Reduced · −45 sh | |
| 38 | Merck & Co Inc COM | $3.7M | 28.7K | 0.4% | —Held | |
| 39 | Carrier Global Corporation COM | $3.6M | 49.1K | 0.4% | ▲+1.4% Added · +685 sh | |
| 40 | Chevron Corporation COM | $3.6M | 21.6K | 0.4% | ▲+0.3% Added · +65 sh | |
| 41 | Moderna Inc COM | $3.2M | 45.5K | 0.4% | ▲+2.7% Added · +1K sh | |
| 42 | Texas Instrs Inc COM | $3.0M | 10.2K | 0.3% | —Held | |
| 43 | State STR SPDR S&P 500 ETF T TR UNIT | $2.7M | 3.6K | 0.3% | —Held | |
| 44 | Broadcom Inc COM | $2.5M | 6.6K | 0.3% | ▲+1.7% Added · +113 sh | |
| 45 | Agnico Eagle Mines Ltd COM | $2.2M | 14.4K | 0.3% | ▼−0.2% Reduced · −30 sh | |
| 46 | Alnylam Pharmaceuticals Inc COM | $2.1M | 7.1K | 0.2% | —Held | |
| 47 | Sysco Corp COM | $1.8M | 21.6K | 0.2% | —Held | |
| 48 | Vertiv Holdings Co COM CL A | $1.6M | 4.7K | 0.2% | ▲+3.2% Added · +146 sh | |
| 49 | Hershey Co COM | $1.4M | 8.0K | 0.2% | —Held | |
| 50 | General Dynamics Corp COM | $1.1M | 3.0K | 0.1% | —Held |
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1426755/holdings"
Use Arkolith to show J.P. Marvel Investment Advisors, LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 31, 2026 | 31d | 64 | $871.2M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 6, 2026 | 36d | 60 | $705.2M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 29, 2026 | 29d | 60 | $720.1M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 12, 2025 | 43d | 61 | $687.9M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 14, 2025 | 45d | 64 | $621.0M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 7, 2025 | 37d | 69 | $578.0M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 30, 2025 | 30d | 68 | $605.9M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 31, 2024 | 31d | 75 | $612.9M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.