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 34.06% of J.P. Marvel Investment Advisors's stock portfolio.
- Added to shares of these 10 stocks: DIS (+$5.5M), MMM (+$5.1M), ADBE, CVS, GE, AVGO, VLTO, CARR, BAC, AMD.
- Started 6 new stock positions in MMM, DIS, AVGO, ADBE, VRT, VLTO.
- Reduced shares in these 10 stocks: NVDA (-$11M), AAPL, GOOGL, PFE, , VMware, MOS, F, GT, BMY.
- Sold out of its positions in AES, VMware.
- J.P. Marvel Investment Advisors was a net seller of stock by $-4.9M.
- J.P. Marvel Investment Advisors has $578M in assets under management (AUM), dropping by 24.48%.
- Central Index Key (CIK): 0001426755
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Portfolio Holdings for J.P. Marvel Investment Advisors
J.P. Marvel Investment Advisors holds 73 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 12.2 | $70M | -13% | 78k | 903.56 |
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| Eli Lilly & Co. (LLY) | 7.5 | $44M | 56k | 777.96 |
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| Apple (AAPL) | 5.4 | $31M | -13% | 182k | 171.48 |
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| Alphabet Cap Stk Cl A (GOOGL) | 4.7 | $27M | -12% | 179k | 150.93 |
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| Amazon (AMZN) | 4.3 | $25M | 138k | 180.38 |
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| Thermo Fisher Scientific (TMO) | 3.9 | $23M | 39k | 581.21 |
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| JPMorgan Chase & Co. (JPM) | 3.8 | $22M | 111k | 200.30 |
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| Morgan Stanley Com New (MS) | 3.3 | $19M | 201k | 94.16 |
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| Microsoft Corporation (MSFT) | 3.2 | $19M | 45k | 420.72 |
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| Visa Com Cl A (V) | 3.1 | $18M | 64k | 279.08 |
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| Lam Research Corporation (LRCX) | 2.8 | $16M | 17k | 971.57 |
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| Abbvie (ABBV) | 2.7 | $16M | 85k | 182.10 |
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| Deere & Company (DE) | 2.0 | $11M | 28k | 410.74 |
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| Bank of America Corporation (BAC) | 1.9 | $11M | +5% | 294k | 37.92 |
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| Charles River Laboratories (CRL) | 1.9 | $11M | 40k | 270.95 |
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| Johnson & Johnson (JNJ) | 1.8 | $11M | 67k | 158.19 |
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| Sherwin-Williams Company (SHW) | 1.6 | $9.5M | +3% | 27k | 347.33 |
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| Akamai Technologies (AKAM) | 1.6 | $9.5M | 87k | 108.76 |
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| Cisco Systems (CSCO) | 1.6 | $9.3M | 187k | 49.91 |
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| EOG Resources (EOG) | 1.6 | $9.1M | 72k | 127.84 |
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| Bristol Myers Squibb (BMY) | 1.6 | $9.1M | -4% | 167k | 54.23 |
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| Danaher Corporation (DHR) | 1.5 | $8.6M | +7% | 34k | 249.72 |
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| Corning Incorporated (GLW) | 1.4 | $8.4M | 254k | 32.96 |
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| Abbott Laboratories (ABT) | 1.4 | $8.0M | 70k | 113.66 |
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| Procter & Gamble Company (PG) | 1.2 | $6.7M | 41k | 162.25 |
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| CVS Caremark Corporation (CVS) | 1.0 | $5.6M | +25% | 71k | 79.76 |
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| American Water Works (AWK) | 1.0 | $5.5M | 45k | 122.21 |
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| Intel Corporation (INTC) | 1.0 | $5.5M | +11% | 125k | 44.17 |
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| Walt Disney Company (DIS) | 0.9 | $5.5M | NEW | 45k | 122.36 |
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| Merck & Co (MRK) | 0.9 | $5.3M | 40k | 131.95 |
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| General Electric Com New (GE) | 0.9 | $5.2M | +20% | 30k | 175.53 |
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| 3M Company (MMM) | 0.9 | $5.1M | NEW | 48k | 106.07 |
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| Medtronic SHS (MDT) | 0.9 | $5.1M | 58k | 87.15 |
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| Moderna (MRNA) | 0.8 | $4.9M | 46k | 106.56 |
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| Clean Harbors (CLH) | 0.8 | $4.9M | 24k | 201.31 |
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| Exxon Mobil Corporation (XOM) | 0.8 | $4.8M | -2% | 41k | 116.24 |
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| Caterpillar (CAT) | 0.8 | $4.6M | 13k | 366.43 |
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| Intra Cellular Therapies (ITCI) | 0.8 | $4.5M | 65k | 69.20 |
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| International Business Machines (IBM) | 0.8 | $4.4M | +16% | 23k | 190.96 |
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| Advanced Micro Devices (AMD) | 0.7 | $4.1M | +17% | 23k | 180.49 |
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| Pfizer (PFE) | 0.7 | $4.1M | -30% | 148k | 27.75 |
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| Coca-Cola Company (KO) | 0.7 | $4.1M | 67k | 61.18 |
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| Carrier Global Corporation (CARR) | 0.7 | $4.0M | +21% | 69k | 58.13 |
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| Centene Corporation (CNC) | 0.6 | $3.6M | 46k | 78.48 |
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| Hess (HES) | 0.6 | $3.2M | -4% | 21k | 152.64 |
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| Otis Worldwide Corp (OTIS) | 0.5 | $2.7M | +22% | 27k | 99.27 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.5 | $2.7M | +2% | 6.4k | 418.01 |
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| Comcast Corp Cl A (CMCSA) | 0.4 | $2.4M | 55k | 43.35 |
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| McDonald's Corporation (MCD) | 0.4 | $2.2M | -2% | 7.7k | 281.95 |
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| Adobe Systems Incorporated (ADBE) | 0.4 | $2.2M | NEW | 4.3k | 504.60 |
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| Starbucks Corporation (SBUX) | 0.3 | $1.9M | -2% | 21k | 91.39 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.3 | $1.9M | 3.6k | 523.07 |
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| Ford Motor Company (F) | 0.3 | $1.9M | -21% | 140k | 13.28 |
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| Texas Instruments Incorporated (TXN) | 0.3 | $1.8M | 10k | 174.21 |
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| Hershey Company (HSY) | 0.3 | $1.6M | 8.0k | 194.50 |
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| Dell Technologies CL C (DELL) | 0.2 | $1.2M | -3% | 11k | 114.11 |
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| Mosaic (MOS) | 0.2 | $1.1M | -35% | 35k | 32.46 |
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| Goodyear Tire & Rubber Company (GT) | 0.2 | $1.1M | -27% | 82k | 13.73 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $944k | 6.2k | 152.26 |
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| Broadcom (AVGO) | 0.2 | $872k | NEW | 658.00 | 1325.41 |
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| Veralto Corp Com Shs (VLTO) | 0.1 | $854k | NEW | 9.6k | 88.66 |
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| General Dynamics Corporation (GD) | 0.1 | $848k | 3.0k | 282.49 |
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| Agnico (AEM) | 0.1 | $802k | 14k | 59.65 |
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| SYSCO Corporation (SYY) | 0.1 | $768k | 9.5k | 81.18 |
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| Alnylam Pharmaceuticals (ALNY) | 0.1 | $598k | 4.0k | 149.45 |
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| Enterprise Products Partners (EPD) | 0.1 | $591k | 20k | 29.18 |
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| 4068594 Enphase Energy (ENPH) | 0.1 | $532k | +57% | 4.4k | 120.98 |
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| Verizon Communications (VZ) | 0.1 | $487k | +4% | 12k | 41.96 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $382k | +400% | 6.3k | 60.74 |
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| Vertiv Holdings Com Cl A (VRT) | 0.1 | $376k | NEW | 4.6k | 81.67 |
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| Pepsi (PEP) | 0.1 | $336k | 1.9k | 175.01 |
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| MetLife (MET) | 0.1 | $296k | 4.0k | 74.11 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $245k | 3.1k | 79.86 |
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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 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
- J.P. Marvel Investment Advisors 2020 Q4 filed Sept. 9, 2021
- J.P. Marvel Investment Advisors 2021 Q1 filed Sept. 9, 2021