StockDriftsStockDriftsTop 50 J.P. Marvel Investment Advisors, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 12.58% | 547.6K | $109.6M | -0.84%(-4.63K) | $6.33(+3384.97%) | 2026-06-30 | |
| LRCX | LAM RESEARCH CORP | 7.98% | 160.5K | $69.6M | -2.28%(-3.74K) | $8.75(+3491.76%) | 2026-06-30 | |
| LLY | ELI LILLY & CO | 7.69% | 55.8K | $67.0M | +0.51%(+281) | $49.26(+2394.87%) | 2026-06-30 | |
| GLW | CORNING INC | 7.45% | 254.2K | $64.9M | -1.79%(-4.64K) | $18.37(+767.65%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 7.3% | 177.9K | $63.6M | +0.22%(+399) | $38.24(+819.13%) | 2026-06-30 | |
| AAPL | APPLE INC | 6.17% | 185.8K | $53.8M | +0.08%(+152) | $40.64(+654.65%) | 2026-06-30 | |
| MS | MORGAN STANLEY | 4.75% | 197.9K | $41.4M | +0.01%(+23) | $25.42(+748.40%) | 2026-06-30 | |
| JPM | JPMORGAN CHASE & CO | 4.16% | 110.7K | $36.2M | +0.16%(+174) | $45.93(+686.97%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 3.53% | 128.9K | $30.7M | +0.10%(+126) | $43.29(+535.12%) | 2026-06-30 | |
| CSCO | CISCO SYS INC | 2.56% | 190.0K | $22.3M | +0.35%(+660) | $29.42(+311.44%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +34.79% | +144.88% | +20.01% | +148.97% |
| Top 20 Holdings Unweighted | +28.82% | +113.78% | +17.01% | +119.32% |
J.P. Marvel Investment Advisors, LLC reports $871.21M in US-listed equity holdings across 64 positions in its most recent 13F filing. Its largest disclosed positions are NVDA (12.6%), LRCX (8.0%) and LLY (7.7%). The top 20 holdings account for 82.77% of reported assets. Its disclosed equity book has returned +144.88% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from J.P. Marvel Investment Advisors, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1426755). View J.P. Marvel Investment Advisors, LLC’s 13F filings on SEC