J.P. Marvel Investment Advisors, LLC Portfolio Holdings

J.P. Marvel Investment Advisors, LLC

  • $563 Million
  • Q1 2025

J.P. Marvel Investment Advisors, LLC has filed its 13F form on May 07, 2025 for Q1 2025 where it was disclosed a total value porftolio of $563 Million distributed in 69 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $63M, Eli Lilly & CO with a value of $46.3M, Apple Inc. with a value of $41.3M, Alphabet Inc. with a value of $27.5M, and Jpmorgan Chase & CO with a value of $27M.

Examining the 13F form we can see an decrease of $26.3M in the current position value, from $589M to 563M.

Below you can find more details about J.P. Marvel Investment Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $563 Million
Technology: $161 Million
Healthcare: $151 Million
Financial Services: $88.7 Million
Industrials: $52.2 Million
Communication Services: $31.4 Million
Consumer Cyclical: $25.8 Million
Energy: $18 Million
Consumer Defensive: $14.1 Million
Other: $20.4 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$165B
$19.1 Million 3.39% of portfolio
38,308
Q1 2025 Reduced 0.44%
$145B
$13 Million 2.31% of portfolio
27,679
Q1 2025 Reduced 0.38%
$38.4B
$11.9 Million 2.12% of portfolio
260,651
Q1 2025 Added 1.02%
$77.8B
$10.3 Million 1.83% of portfolio
70,044
Q1 2025 Added 5.38%
$106B
$10.1 Million 1.8% of portfolio
165,900
Q1 2025 Added 4.11%
$93.2B
$9.47 Million 1.68% of portfolio
27,133
Q1 2025 Reduced 0.07%
$63.6B
$9.09 Million 1.61% of portfolio
70,854
Q1 2025 Reduced 0.07%
$12.4B
$8.41 Million 1.49% of portfolio
63,771
Q1 2025 Reduced 0.74%
$14.4B
$7.13 Million 1.27% of portfolio
78,481
Q1 2025 Reduced 4.04%
$26.9B
$6.67 Million 1.18% of portfolio
45,234
Q4 2023 Reduced 0.13%
$144B
$5.79 Million 1.03% of portfolio
28,255
Q1 2025 Reduced 2.08%
$44.2B
$5.74 Million 1.02% of portfolio
10,909
Q1 2025 Reduced 0.02%
$111B
$5.13 Million 0.91% of portfolio
57,056
Q4 2024 Reduced 0.44%
$12.1B
$4.78 Million 0.85% of portfolio
24,253
Q1 2025 Reduced 0.19%
$59.2B
$4.32 Million 0.77% of portfolio
68,124
Q1 2025 Reduced 0.63%
$79.3B
$4.01 Million 0.71% of portfolio
61,409
Q1 2025 Reduced 0.01%
$128B
$3.87 Million 0.69% of portfolio
7,992
Q1 2025 Added 25.03%
$39.9B
$3.29 Million 0.58% of portfolio
20,615
Q1 2025 Reduced 0.11%
$40.6B
$2.78 Million 0.49% of portfolio
26,942
Q1 2025 Reduced 0.01%
$134B
$2.47 Million 0.44% of portfolio
97,297
Q1 2025 Reduced 3.69%
$177B
$1.98 Million 0.35% of portfolio
10,160
Q1 2021 Added 1.09%
$152B
$1.82 Million 0.32% of portfolio
49,207
Q1 2025 Reduced 4.98%
$52B
$1.45 Million 0.26% of portfolio
13,370
Q1 2025 Reduced 0.59%
$24.5B
$1.37 Million 0.24% of portfolio
8,000
Q2 2017 New
$10.9B
$1.3 Million 0.23% of portfolio
45,942
Q4 2024 Reduced 0.17%
$33.7B
$1.08 Million 0.19% of portfolio
4,000
Q4 2022 Reduced 0.2%
$81.3B
$1.09 Million 0.19% of portfolio
6,521
Q1 2025 Added 0.32%
$24.5B
$985,000 0.17% of portfolio
10,816
Q3 2024 Reduced 0.65%
$74.7B
$817,000 0.15% of portfolio
3,000
Q3 2019 New
$196B
$774,000 0.14% of portfolio
27,380
Q1 2025 New
$35.8B
$709,000 0.13% of portfolio
9,456
Q1 2024 Added 0.27%
$65.3B
$691,000 0.12% of portfolio
20,247
Q3 2023 Reduced 0.59%
$32.7B
$398,000 0.07% of portfolio
4,600
Q4 2023 New
$83.2B
$409,000 0.07% of portfolio
18,024
Q1 2025 Reduced 7.3%
$61.7B
$320,000 0.06% of portfolio
3,990
Q1 2021 New
$168B
$315,000 0.06% of portfolio
3,194
Q1 2025 Reduced 0.22%
$182B
$288,000 0.05% of portfolio
1,921
Q1 2024 Reduced 0.77%
$33.9B
$242,000 0.04% of portfolio
4,002
Q1 2025 Reduced 15.52%
$93B
$220,000 0.04% of portfolio
1,811
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 69
  • Current Value $563 Million
  • Prior Value $589 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 07, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 2 stocks
  • Additional Purchases 15 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 35 stocks
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