J.P. Marvel Investment Advisors, LLC

Q3 2026 13F-HR Holdings

Location
Boston, MA
Holdings as of
9/30/2026
Date filed
11/2/2026
Form type
13F-HR
Num holdings
65
Total value ($000)
$863,246
Net value change ($000)
-7,964 (-0.9%)
New positions
3
Sold out positions
2
Turnover %
1.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/31/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
NVDA 15,519 14.2%
AAPL 8,152 15.2%
EXXONMOBIL HOLDINGS CORP 7,197 NEW
TMO 6,552 34.5%
MRNA 5,772 181.0%
MSFT 5,759 37.5%
CRL 2,544 30.1%
DELL 1,968 24.7%
AMZN 1,431 4.7%
DE 1,186 6.7%
Top Reduces (Value $000, Stocks/ETFs)
GLW -25,896 -39.9%
LRCX -16,895 -24.3%
XOM -6,050 -100.0%
MS -4,113 -9.9%
CAT -3,020 -23.9%
GOOGL -2,543 -4.0%
LLY -2,388 -3.6%
GE -1,943 -16.4%
CSCO -1,872 -8.4%
GEV -1,791 -19.1%
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