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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$336B
$63 Million 11.19% of portfolio
581,610
Q1 2025 Reduced 10.21%
$684B
$46.3 Million 8.23% of portfolio
56,107
Q1 2025 Added 0.19%
$3.22T
$41.3 Million 7.33% of portfolio
185,707
Q1 2025 Added 2.45%
$1.03T
$27.5 Million 4.88% of portfolio
177,804
Q1 2025 Added 0.07%
$773B
$27 Million 4.79% of portfolio
110,010
Q1 2025 Reduced 0.17%
$2.09T
$25.8 Million 4.58% of portfolio
135,655
Q1 2025 Reduced 0.09%
$216B
$23.1 Million 4.11% of portfolio
198,321
Q1 2025 Reduced 0.19%
$588B
$22.1 Million 3.92% of portfolio
62,996
Q1 2025 Reduced 0.08%
$158B
$19.1 Million 3.39% of portfolio
38,308
Q1 2025 Reduced 0.44%
$324B
$17.8 Million 3.16% of portfolio
84,994
Q1 2025 Reduced 0.11%
$3.41T
$16.3 Million 2.9% of portfolio
43,548
Q1 2025 Reduced 0.07%
$153B
$13 Million 2.31% of portfolio
27,679
Q1 2025 Reduced 0.38%
$354B
$12.2 Million 2.17% of portfolio
292,184
Q1 2025 Reduced 0.06%
$41.8B
$11.9 Million 2.12% of portfolio
260,651
Q1 2025 Added 1.02%
$260B
$11.5 Million 2.04% of portfolio
186,308
Q1 2025 Added 1.27%
$399B
$11.1 Million 1.97% of portfolio
67,035
Q1 2025 Added 0.2%
$99.9B
$10.1 Million 1.8% of portfolio
165,900
Q1 2025 Added 4.11%
$91.9B
$9.47 Million 1.68% of portfolio
27,133
Q1 2025 Reduced 0.07%
$231B
$9.28 Million 1.65% of portfolio
69,965
Q1 2025 Reduced 0.17%
$64.7B
$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%
$397B
$7.01 Million 1.24% of portfolio
41,127
Q1 2025 Added 0.38%
$25.6B
$6.67 Million 1.18% of portfolio
45,234
Q4 2023 Reduced 0.13%
$266B
$6.27 Million 1.11% of portfolio
31,330
Q1 2025 Added 6.63%
$138B
$5.79 Million 1.03% of portfolio
28,255
Q1 2025 Reduced 2.08%
$53.4B
$5.74 Million 1.02% of portfolio
10,909
Q1 2025 Reduced 0.02%
$233B
$5.65 Million 1.0% of portfolio
22,715
Q4 2024 Reduced 1.05%
$6.93B
$5.63 Million 1.0% of portfolio
37,434
Q1 2025 Reduced 0.45%
$108B
$5.13 Million 0.91% of portfolio
57,056
Q4 2024 Reduced 0.44%
$426B
$4.92 Million 0.87% of portfolio
41,372
Q1 2025 Added 0.81%
$12.3B
$4.78 Million 0.85% of portfolio
24,253
Q1 2025 Reduced 0.19%
$308B
$4.71 Million 0.84% of portfolio
65,698
Q1 2025 Reduced 0.14%
$59.4B
$4.32 Million 0.77% of portfolio
68,124
Q1 2025 Reduced 0.63%
$82.6B
$4.01 Million 0.71% of portfolio
61,409
Q1 2025 Reduced 0.01%
$184B
$3.87 Million 0.69% of portfolio
11,734
Q1 2025 Reduced 4.96%
$114B
$3.87 Million 0.69% of portfolio
7,992
Q1 2025 Added 25.03%
$193B
$3.47 Million 0.62% of portfolio
38,670
Q1 2025 Added 0.18%
$40.6B
$3.29 Million 0.58% of portfolio
20,615
Q1 2025 Reduced 0.11%
$39.6B
$2.78 Million 0.49% of portfolio
26,942
Q1 2025 Reduced 0.01%
$130B
$2.47 Million 0.44% of portfolio
97,297
Q1 2025 Reduced 3.69%
$0
$2 Million 0.36% of portfolio
3,582
Q1 2025 Reduced 0.31%
$177B
$1.98 Million 0.35% of portfolio
10,160
Q1 2021 Added 1.09%
$153B
$1.82 Million 0.32% of portfolio
49,207
Q1 2025 Reduced 4.98%
$53.6B
$1.45 Million 0.26% of portfolio
13,370
Q1 2025 Reduced 0.59%
$22.9B
$1.37 Million 0.24% of portfolio
8,000
Q2 2017 New
$10.2B
$1.3 Million 0.23% of portfolio
45,942
Q4 2024 Reduced 0.17%
$35.1B
$1.08 Million 0.19% of portfolio
4,000
Q4 2022 Reduced 0.2%
$97B
$1.09 Million 0.19% of portfolio
6,521
Q1 2025 Added 0.32%

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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