J.P. Marvel Investment Advisors, LLC has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $600 Million distributed in 64 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $91.7M, Eli Lilly & CO with a value of $43.4M, Apple Inc. with a value of $38.1M, Jpmorgan Chase & CO with a value of $32M, and Alphabet Inc. with a value of $31.2M.

Examining the 13F form we can see an increase of $36.7M in the current position value, from $563M to 600M.

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

Portfolio value $600 Million
Technology: $192 Million
Healthcare: $131 Million
Financial Services: $101 Million
Industrials: $60.7 Million
Communication Services: $35.4 Million
Consumer Cyclical: $29.7 Million
Energy: $16.4 Million
Consumer Defensive: $13.5 Million
Other: $20.3 Million

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 64
  • Current Value $600 Million
  • Prior Value $563 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 1 stocks
  • Additional Purchases 12 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 29 stocks
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