§ 13F · FUND PROFILE
J.P. Marvel Investment Advisors, LLC.
AUM · $871M (13F)Positions · 64Turnover · n/a · Q2Filed · Jul 31, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$1M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 31, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | 548K | $110M | 12.6% | −1% |
| 2 | LRCX | LAM RESEARCH CORP | 161K | $70M | 8.0% | −2% |
| 3 | LLY | ELI LILLY & CO | 56K | $67M | 7.7% | +1% |
| 4 | GLW | CORNING INC | 254K | $65M | 7.5% | −2% |
| 5 | GOOGL | ALPHABET INC | 178K | $64M | 7.3% | ±0% |
| 6 | AAPL | APPLE INC | 186K | $54M | 6.2% | ±0% |
| 7 | MS | MORGAN STANLEY | 198K | $41M | 4.7% | ±0% |
| 8 | JPM | JPMORGAN CHASE & CO | 111K | $36M | 4.2% | ±0% |
| 9 | AMZN | AMAZON COM INC | 129K | $31M | 3.5% | ±0% |
| 10 | CSCO | CISCO SYS INC | 190K | $22M | 2.6% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE J.P. SIGNAL
AC read
J.P. Marvel Investment Advisors, LLC is a Other fund managing $871 million in assets. The fund runs a portfolio of 64 positions.
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