J.P. Marvel Investment Advisors
Latest statistics and disclosures from J.P. Marvel Investment Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are NVDA, LLY, AAPL, GOOGL, AMZN, and represent 37.02% of J.P. Marvel Investment Advisors's stock portfolio.
- Added to shares of these 7 stocks: PYPL, AVGO, DUK, MMM, LLY, GLW, ABBV.
- Started 2 new stock positions in DUK, PYPL.
- Reduced shares in these 10 stocks: NVDA (-$15M), DIS, BMY, DE, MRK, AMZN, MSFT, CVS, AAPL, CNC.
- J.P. Marvel Investment Advisors was a net seller of stock by $-14M.
- J.P. Marvel Investment Advisors has $613M in assets under management (AUM), dropping by 0.53%.
- Central Index Key (CIK): 0001426755
Tip: Access up to 7 years of quarterly data
Positions held by J.P. Marvel Investment Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for J.P. Marvel Investment Advisors
J.P. Marvel Investment Advisors holds 75 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 13.0 | $80M | -15% | 657k | 121.44 |
|
| Eli Lilly & Co. (LLY) | 8.1 | $50M | 56k | 885.94 |
|
|
| Apple (AAPL) | 6.9 | $42M | 182k | 233.00 |
|
|
| Alphabet Cap Stk Cl A (GOOGL) | 4.8 | $30M | 178k | 165.85 |
|
|
| Amazon (AMZN) | 4.2 | $26M | 137k | 186.33 |
|
|
| Thermo Fisher Scientific (TMO) | 3.9 | $24M | 39k | 618.57 |
|
|
| JPMorgan Chase & Co. (JPM) | 3.8 | $23M | 111k | 210.86 |
|
|
| Morgan Stanley Com New (MS) | 3.4 | $21M | 200k | 104.24 |
|
|
| Microsoft Corporation (MSFT) | 3.1 | $19M | 44k | 430.30 |
|
|
| Visa Com Cl A (V) | 2.8 | $17M | 63k | 274.95 |
|
|
| Abbvie (ABBV) | 2.8 | $17M | 86k | 197.48 |
|
|
| Lam Research Corporation (LRCX) | 2.2 | $14M | 17k | 816.08 |
|
|
| Bank of America Corporation (BAC) | 1.9 | $12M | 294k | 39.68 |
|
|
| Corning Incorporated (GLW) | 1.9 | $12M | 256k | 45.15 |
|
|
| Deere & Company (DE) | 1.8 | $11M | 27k | 417.33 |
|
|
| Johnson & Johnson (JNJ) | 1.8 | $11M | 67k | 162.06 |
|
|
| Sherwin-Williams Company (SHW) | 1.7 | $10M | 27k | 381.67 |
|
|
| Cisco Systems (CSCO) | 1.6 | $9.8M | 185k | 53.22 |
|
|
| Danaher Corporation (DHR) | 1.6 | $9.5M | 34k | 278.02 |
|
|
| EOG Resources (EOG) | 1.4 | $8.7M | 71k | 122.93 |
|
|
| Akamai Technologies (AKAM) | 1.4 | $8.7M | 86k | 100.95 |
|
|
| Bristol Myers Squibb (BMY) | 1.4 | $8.3M | -2% | 160k | 51.74 |
|
| Abbott Laboratories (ABT) | 1.3 | $8.0M | 70k | 114.01 |
|
|
| Charles River Laboratories (CRL) | 1.3 | $7.8M | 39k | 196.97 |
|
|
| Procter & Gamble Company (PG) | 1.2 | $7.1M | 41k | 173.20 |
|
|
| 3M Company (MMM) | 1.1 | $7.0M | +2% | 51k | 136.70 |
|
| American Water Works (AWK) | 1.1 | $6.6M | 45k | 146.24 |
|
|
| Clean Harbors (CLH) | 1.0 | $5.9M | 24k | 241.71 |
|
|
| Ge Aerospace Com New (GE) | 0.9 | $5.6M | 30k | 188.58 |
|
|
| Carrier Global Corporation (CARR) | 0.9 | $5.5M | 69k | 80.49 |
|
|
| Medtronic SHS (MDT) | 0.8 | $5.2M | 57k | 90.03 |
|
|
| International Business Machines (IBM) | 0.8 | $5.1M | 23k | 221.08 |
|
|
| Caterpillar (CAT) | 0.8 | $4.8M | 12k | 391.12 |
|
|
| Exxon Mobil Corporation (XOM) | 0.8 | $4.8M | 41k | 117.22 |
|
|
| Coca-Cola Company (KO) | 0.8 | $4.8M | 67k | 71.86 |
|
|
| Intra Cellular Therapies (ITCI) | 0.8 | $4.7M | 65k | 73.17 |
|
|
| Merck & Co (MRK) | 0.7 | $4.4M | -2% | 39k | 113.56 |
|
| CVS Caremark Corporation (CVS) | 0.7 | $4.3M | -2% | 68k | 62.88 |
|
| Pfizer (PFE) | 0.7 | $4.2M | 146k | 28.94 |
|
|
| Walt Disney Company (DIS) | 0.7 | $4.0M | -5% | 42k | 96.19 |
|
| Advanced Micro Devices (AMD) | 0.6 | $3.8M | 23k | 164.08 |
|
|
| Centene Corporation (CNC) | 0.5 | $3.4M | -2% | 45k | 75.28 |
|
| Moderna (MRNA) | 0.5 | $3.1M | 46k | 66.83 |
|
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.5 | $3.0M | 6.4k | 465.08 |
|
|
| Intel Corporation (INTC) | 0.5 | $2.8M | 121k | 23.46 |
|
|
| Hess (HES) | 0.5 | $2.8M | 21k | 135.80 |
|
|
| Otis Worldwide Corp (OTIS) | 0.5 | $2.8M | 27k | 103.94 |
|
|
| Comcast Corp Cl A (CMCSA) | 0.4 | $2.3M | 54k | 41.77 |
|
|
| Texas Instruments Incorporated (TXN) | 0.3 | $2.1M | 10k | 206.57 |
|
|
| Adobe Systems Incorporated (ADBE) | 0.3 | $2.1M | -2% | 4.0k | 517.78 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.3 | $2.1M | 3.6k | 573.76 |
|
|
| Ge Vernova (GEV) | 0.3 | $1.9M | 7.3k | 254.98 |
|
|
| Hershey Company (HSY) | 0.3 | $1.5M | 8.0k | 191.78 |
|
|
| Ford Motor Company (F) | 0.2 | $1.5M | 139k | 10.56 |
|
|
| Dell Technologies CL C (DELL) | 0.2 | $1.3M | 11k | 118.54 |
|
|
| Paypal Holdings (PYPL) | 0.2 | $1.2M | NEW | 15k | 78.03 |
|
| Broadcom (AVGO) | 0.2 | $1.1M | +887% | 6.5k | 172.50 |
|
| Alnylam Pharmaceuticals (ALNY) | 0.2 | $1.1M | 4.0k | 275.03 |
|
|
| Agnico (AEM) | 0.2 | $1.1M | 14k | 80.56 |
|
|
| Veralto Corp Com Shs (VLTO) | 0.2 | $1.1M | 9.6k | 111.86 |
|
|
| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $1.0M | 6.2k | 167.19 |
|
|
| General Dynamics Corporation (GD) | 0.1 | $907k | 3.0k | 302.20 |
|
|
| Mosaic (MOS) | 0.1 | $901k | 34k | 26.78 |
|
|
| Solventum Corp Com Shs (SOLV) | 0.1 | $752k | -8% | 11k | 69.72 |
|
| SYSCO Corporation (SYY) | 0.1 | $738k | 9.5k | 78.06 |
|
|
| Goodyear Tire & Rubber Company (GT) | 0.1 | $671k | -3% | 76k | 8.85 |
|
| Enterprise Products Partners (EPD) | 0.1 | $589k | 20k | 29.11 |
|
|
| Verizon Communications (VZ) | 0.1 | $521k | 12k | 44.91 |
|
|
| 4068594 Enphase Energy (ENPH) | 0.1 | $494k | 4.4k | 113.02 |
|
|
| Vertiv Holdings Com Cl A (VRT) | 0.1 | $458k | 4.6k | 99.49 |
|
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $392k | 6.3k | 62.32 |
|
|
| MetLife (MET) | 0.1 | $329k | 4.0k | 82.48 |
|
|
| Pepsi (PEP) | 0.1 | $327k | 1.9k | 170.05 |
|
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $257k | 3.1k | 83.63 |
|
|
| Duke Energy Corp Com New (DUK) | 0.0 | $209k | NEW | 1.8k | 115.30 |
|
Past Filings by J.P. Marvel Investment Advisors
SEC 13F filings are viewable for J.P. Marvel Investment Advisors going back to 2010
- J.P. Marvel Investment Advisors 2024 Q3 filed Oct. 31, 2024
- J.P. Marvel Investment Advisors 2024 Q2 filed July 26, 2024
- J.P. Marvel Investment Advisors 2024 Q1 filed May 8, 2024
- J.P. Marvel Investment Advisors 2023 Q3 filed Nov. 15, 2023
- J.P. Marvel Investment Advisors 2023 Q2 filed Aug. 10, 2023
- J.P. Marvel Investment Advisors 2023 Q1 filed May 15, 2023
- J.P. Marvel Investment Advisors 2022 Q4 filed Jan. 18, 2023
- J.P. Marvel Investment Advisors 2022 Q3 filed Oct. 25, 2022
- J.P. Marvel Investment Advisors 2022 Q2 filed Aug. 2, 2022
- J.P. Marvel Investment Advisors 2022 Q1 filed May 12, 2022
- J.P. Marvel Investment Advisors 2021 Q4 filed Feb. 14, 2022
- J.P. Marvel Investment Advisors 2021 Q3 filed Nov. 15, 2021
- J.P. Marvel Investment Advisors 2019 Q4 filed Sept. 9, 2021
- J.P. Marvel Investment Advisors 2020 Q1 filed Sept. 9, 2021
- J.P. Marvel Investment Advisors 2020 Q2 filed Sept. 9, 2021
- J.P. Marvel Investment Advisors 2020 Q3 filed Sept. 9, 2021