J.P. Marvel Investment Advisors, LLC

Q1 2026 13F-HR Holdings

Location
Boston, MA
Holdings as of
3/31/2026
Date filed
5/6/2026
Form type
13F-HR
Num holdings
60
Total value ($000)
$705,157
Net value change ($000)
-14,974 (-2.1%)
New positions
0
Sold out positions
0
Turnover %
0.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/29/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
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)
GLW 12,532 55.3%
LRCX 6,969 24.8%
DE 2,733 21.2%
JNJ 2,539 18.1%
XOM 2,506 50.0%
EOG 1,821 36.8%
GEV 1,740 33.5%
BMY 1,663 18.8%
CAT 1,591 23.7%
CVX 1,488 50.3%
Top Reduces (Value $000, Stocks/ETFs)
LLY -8,660 -14.5%
NVDA -6,810 -6.6%
MSFT -4,901 -24.3%
GOOGL -4,525 -8.1%
TMO -3,394 -15.4%
AAPL -3,361 -6.7%
JPM -3,149 -8.8%
V -3,117 -14.2%
AMZN -2,911 -9.8%
MS -2,616 -7.4%
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.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type