J.P. Marvel Investment Advisors, LLC

Q2 2025 13F-HR Holdings

Location
Boston, MA
Holdings as of
6/30/2025
Date filed
8/14/2025
Form type
13F-HR
Num holdings
64
Total value ($000)
$621,024
Net value change ($000)
—
New positions
64
Sold out positions
0
Turnover %
100.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/22/2014 Next filing: 11/12/2025 SEC filing

Snapshot: Change Analysis

Compared to previous filing: —
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
NVDA 91,709 —
LLY 43,439 —
AAPL 38,061 —
JPM 32,044 —
GOOGL 31,242 —
AMZN 29,727 —
MS 27,830 —
V 22,358 —
MSFT 21,653 —
LRCX 16,014 —
Top Reduces (Value $000, Stocks/ETFs)
—
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type