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, AAPL, LLY, GOOGL, TMO, and represent 32.72% of J.P. Marvel Investment Advisors's stock portfolio.
- Added to shares of these 3 stocks: CSCO, MDT, CARR.
- Reduced shares in these 10 stocks: RTX (-$5.9M), BMY, CVS, CNC, GT, MOS, PFE, AAPL, CMCSA, AWK.
- Sold out of its position in RTX.
- J.P. Marvel Investment Advisors was a net seller of stock by $-6.7M.
- J.P. Marvel Investment Advisors has $465M in assets under management (AUM), dropping by -3.07%.
- Central Index Key (CIK): 0001426755
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Portfolio Holdings for J.P. Marvel Investment Advisors
J.P. Marvel Investment Advisors holds 69 positions in its portfolio as reported in the September 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 8.4 | $39M | 90k | 434.99 |
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| Apple (AAPL) | 7.8 | $36M | 210k | 171.21 |
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| Eli Lilly & Co. (LLY) | 6.5 | $30M | 56k | 537.13 |
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| Alphabet Cap Stk Cl A (GOOGL) | 5.8 | $27M | 206k | 130.86 |
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| Thermo Fisher Scientific (TMO) | 4.3 | $20M | 39k | 506.17 |
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| Amazon (AMZN) | 3.7 | $17M | 135k | 127.12 |
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| Morgan Stanley Com New (MS) | 3.6 | $17M | 205k | 81.67 |
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| JPMorgan Chase & Co. (JPM) | 3.5 | $16M | 111k | 145.02 |
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| Visa Com Cl A (V) | 3.1 | $15M | 64k | 230.01 |
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| Microsoft Corporation (MSFT) | 3.0 | $14M | 45k | 315.75 |
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| Abbvie (ABBV) | 2.7 | $13M | 85k | 149.06 |
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| Lam Research Corporation (LRCX) | 2.3 | $11M | 17k | 626.77 |
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| Johnson & Johnson (JNJ) | 2.3 | $11M | 68k | 155.75 |
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| Deere & Company (DE) | 2.3 | $11M | 28k | 377.38 |
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| Cisco Systems (CSCO) | 2.2 | $10M | 190k | 53.76 |
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| Bristol Myers Squibb (BMY) | 2.2 | $10M | -2% | 175k | 58.04 |
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| Akamai Technologies (AKAM) | 2.0 | $9.4M | 88k | 106.54 |
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| EOG Resources (EOG) | 2.0 | $9.1M | 72k | 126.76 |
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| Danaher Corporation (DHR) | 1.7 | $7.9M | 32k | 248.10 |
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| Corning Incorporated (GLW) | 1.7 | $7.8M | 256k | 30.47 |
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| Charles River Laboratories (CRL) | 1.6 | $7.6M | 39k | 195.98 |
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| Bank of America Corporation (BAC) | 1.6 | $7.6M | 278k | 27.38 |
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| Pfizer (PFE) | 1.5 | $7.0M | 212k | 33.17 |
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| Abbott Laboratories (ABT) | 1.5 | $6.8M | 70k | 96.85 |
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| Sherwin-Williams Company (SHW) | 1.5 | $6.8M | 27k | 255.05 |
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| Procter & Gamble Company (PG) | 1.3 | $6.0M | 41k | 145.86 |
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| American Water Works (AWK) | 1.2 | $5.6M | 45k | 123.83 |
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| Exxon Mobil Corporation (XOM) | 1.1 | $5.0M | 42k | 117.58 |
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| Moderna (MRNA) | 1.0 | $4.8M | 46k | 103.29 |
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| Medtronic SHS (MDT) | 1.0 | $4.5M | 58k | 78.36 |
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| Merck & Co (MRK) | 0.9 | $4.2M | 41k | 102.95 |
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| Clean Harbors (CLH) | 0.9 | $4.1M | 25k | 167.36 |
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| Intel Corporation (INTC) | 0.9 | $4.0M | 112k | 35.55 |
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| CVS Caremark Corporation (CVS) | 0.8 | $3.9M | -5% | 56k | 69.82 |
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| Coca-Cola Company (KO) | 0.8 | $3.8M | 68k | 55.98 |
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| Intra Cellular Therapies (ITCI) | 0.7 | $3.4M | 65k | 52.09 |
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| Caterpillar (CAT) | 0.7 | $3.4M | 12k | 273.00 |
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| Hess (HES) | 0.7 | $3.4M | 22k | 153.00 |
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| Centene Corporation (CNC) | 0.7 | $3.2M | -4% | 47k | 68.88 |
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| Carrier Global Corporation (CARR) | 0.7 | $3.1M | 57k | 55.20 |
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| International Business Machines (IBM) | 0.6 | $2.8M | 20k | 140.30 |
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| General Electric Com New (GE) | 0.6 | $2.7M | 25k | 110.55 |
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| Comcast Corp Cl A (CMCSA) | 0.5 | $2.5M | 56k | 44.34 |
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| Ford Motor Company (F) | 0.5 | $2.2M | 178k | 12.42 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.5 | $2.2M | 6.2k | 347.74 |
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| McDonald's Corporation (MCD) | 0.4 | $2.1M | 7.9k | 263.44 |
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| Advanced Micro Devices (AMD) | 0.4 | $2.0M | 20k | 102.82 |
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| Starbucks Corporation (SBUX) | 0.4 | $2.0M | 22k | 91.27 |
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| Mosaic (MOS) | 0.4 | $1.9M | -2% | 54k | 35.60 |
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| Otis Worldwide Corp (OTIS) | 0.4 | $1.8M | 22k | 80.31 |
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| Texas Instruments Incorporated (TXN) | 0.3 | $1.6M | 10k | 159.01 |
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| Hershey Company (HSY) | 0.3 | $1.6M | 8.0k | 200.08 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.3 | $1.5M | 3.6k | 427.48 |
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| Goodyear Tire & Rubber Company (GT) | 0.3 | $1.4M | -4% | 113k | 12.43 |
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| AES Corporation (AES) | 0.3 | $1.2M | 77k | 15.20 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $818k | 6.2k | 131.85 |
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| Vmware Cl A Com | 0.2 | $791k | 4.8k | 166.48 |
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| Dell Technologies CL C (DELL) | 0.2 | $775k | 11k | 68.90 |
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| Alnylam Pharmaceuticals (ALNY) | 0.2 | $708k | 4.0k | 177.10 |
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| General Dynamics Corporation (GD) | 0.1 | $663k | 3.0k | 220.97 |
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| SYSCO Corporation (SYY) | 0.1 | $626k | 9.5k | 66.05 |
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| Agnico (AEM) | 0.1 | $611k | 14k | 45.45 |
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| Enterprise Products Partners (EPD) | 0.1 | $554k | 20k | 27.37 |
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| Verizon Communications (VZ) | 0.1 | $360k | 11k | 32.41 |
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| 4068594 Enphase Energy (ENPH) | 0.1 | $335k | 2.8k | 120.15 |
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| Pepsi (PEP) | 0.1 | $328k | 1.9k | 169.44 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $314k | 1.3k | 249.35 |
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| MetLife (MET) | 0.1 | $251k | 4.0k | 62.91 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $212k | 3.1k | 68.92 |
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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 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
- J.P. Marvel Investment Advisors 2020 Q4 filed Sept. 9, 2021
- J.P. Marvel Investment Advisors 2021 Q1 filed Sept. 9, 2021
- J.P. Marvel Investment Advisors 2021 Q2 filed Sept. 9, 2021