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 $300 Millions to $2 Billions

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

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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