J.P. Marvel Investment Advisors, LLC

Q2 2026 13F-HR Holdings

Location
Boston, MA
Holdings as of
6/30/2026
Date filed
7/31/2026
Form type
13F-HR
Num holdings
64
Total value ($000)
$871,210
Net value change ($000)
+166,053 (23.5%)
New positions
5
Sold out positions
1
Turnover %
0.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/6/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
LRCX 34,460 98.2%
GLW 29,742 84.5%
LLY 15,877 31.1%
NVDA 13,260 13.8%
GOOGL 12,532 24.6%
MS 8,804 27.0%
CSCO 7,628 51.9%
AAPL 6,647 14.1%
DELL 4,976 165.8%
CAT 4,312 51.9%
Top Reduces (Value $000, Stocks/ETFs)
XOM -1,465 -19.5%
ABT -1,013 -14.4%
GOOGL -875 -45.8%
CVX -873 -19.6%
DBRG -767 -100.0%
AEM -693 -23.7%
EOG -683 -10.1%
BMY -615 -5.9%
MDT -505 -9.8%
AWK -386 -6.3%
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