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J.P. Marvel Investment Advisors, LLC 13F Filings, Portfolio & Analysis

CIK: 0001426755
Boston 265 Franklin Street Unit 902
Zip Code: 02110
Latest Portfolio Value
$705.16 M
-2.08%
Total Holdings
60
0
Latest Report Date
Q1 2026
Top 10 Concentration
60.50%

J.P. Marvel Investment Advisors, LLC — Portfolio Overview & Company Profile

J.P. Marvel Investment Advisors, LLC (CIK: 0001426755) is a financial institution headquartered at 265 Franklin Street, Unit 902, Boston, Massachusetts 02110. The firm regularly files Form 13F with the U.S. Securities and Exchange Commission (SEC), disclosing its equity holdings and investment positions.

As of the latest reporting period (2026-03-31), the institution manages a portfolio valued at $705.16 M, comprising 60 distinct securities. Over its filing history, it has submitted 49 Form 13F reports.

To view the institution’s full SEC filing history:
🔗 View All SEC Filings

Q1 2026 — Top-10 concentration: 60.5%. Quarterly turnover: 0.1%. ▲ 0 new, +15 added, −22 reduced, ×0 exited.

Portfolio Summary (Q1 2026)

Top Buys

Q1 2026

Top Sells

Q1 2026

Asset Allocation

Stocks/ETFs
-2.08%
$705.16 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Top Stock & ETF Holdings (Q1 2026)

Name Shares Market Value Weight Change Activity
552,184 $96.3 M 13.66% ▼ 692 Reduce -0.1%
55,566 $51.11 M 7.25% ▼ 49 Reduce -0.1%
177,469 $51.03 M 7.24% ▼ 34 Reduce 0.0%
185,627 $47.11 M 6.68% ▼ 25 Reduce 0.0%
258,884 $35.2 M 4.99%
164,243 $35.09 M 4.98% ▼ 45 Reduce 0.0%
197,873 $32.56 M 4.62% ▼ 290 Reduce -0.2%
110,541 $32.52 M 4.61% ▼ 146 Reduce -0.1%
128,731 $26.81 M 3.80% ▼ 36 Reduce 0.0%
62,560 $18.91 M 2.68% ▼ 241 Reduce -0.4%

Historical Portfolio Charts