Sponsored

The Analysis of J.P. Marvel Investment Advisors, LLC's Holdings & P&L

Currently, J.P. Marvel Investment Advisors, LLC holds 64 types of securities in its portfolio with a total value $871.2M. In the most recent quarter, they have increased their positions in LLY (+281 shares, valued at $337.0K), N/A (+1.6K shares, valued at $296.0K), VSLU (+5.0K shares, valued at $233.0K); decreased their positions in LRCX (-3.7K shares, valued at $1.6M), GOOG (-3.7K shares, valued at $1.3M), GLW (-4.6K shares, valued at $1.2M); initiated new positions in N/A (+1.6K shares, valued at $296.0K), VSLU (+5.0K shares, valued at $233.0K), FAST (+4.6K shares, valued at $220.9K).

1M P&L

+6.9M+1.03%

3M P&L

+39.9M+6.30%

HY P&L

+134.3M+24.90%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Semiconductors113.7M

15.3%

2Drug Manufacturers - General97.7M

13.2%

3Semiconductor Equipment & Materials69.6M

9.4%

Top Industries by Stock Count

1Drug Manufacturers - General4 stocks

7.7%

2Aerospace & Defense3 stocks

5.8%

3Diagnostics & Research3 stocks

5.8%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

NVDA NVIDIA CORPORATION547.6K shares-0.84%2026-06-302026-07-31

LRCX LAM RESEARCH CORP160.5K shares-2.28%2026-06-302026-07-31

LLY ELI LILLY & CO55.8K shares0.51%2026-06-302026-07-31

GLW CORNING INC254.2K shares-1.79%2026-06-302026-07-31

GOOGL ALPHABET INC177.9K shares0.22%2026-06-302026-07-31

AAPL APPLE INC185.8K shares0.08%2026-06-302026-07-31

MS MORGAN STANLEY197.9K shares0.01%2026-06-302026-07-31

JPMORGAN CHASE & CO JPMORGAN CHASE & CO110.7K shares0.16%2026-06-302026-07-31

Sponsored

AMZN AMAZON COM INC128.9K shares0.10%2026-06-302026-07-31

CISCO SYS INC CISCO SYS INC190.0K shares0.35%2026-06-302026-07-31

VISA INC VISA INC62.5K shares-0.12%2026-06-302026-07-31

ABBVIE INC ABBVIE INC80.4K shares0.05%2026-06-302026-07-31

TMO THERMO FISHER SCIENTIFIC INC37.9K shares-0.31%2026-06-302026-07-31

DE DEERE & CO27.8K shares0.22%2026-06-302026-07-31

JNJ JOHNSON & JOHNSON67.6K shares0.00%2026-06-302026-07-31

BAC BANK OF AMER CORP277.0K shares0.14%2026-06-302026-07-31

Sponsored

MSFT MICROSOFT CORP41.2K shares-0.08%2026-06-302026-07-31

CAT CATERPILLAR INC11.9K shares1.04%2026-06-302026-07-31

GE GE AEROSPACE31.6K shares0.00%2026-06-302026-07-31

3M CO 3M CO68.6K shares-1.47%2026-06-302026-07-31

BMY BRISTOL-MYERS SQUIBB CO171.7K shares-0.90%2026-06-302026-07-31

GEV GE VERNOVA INC8.0K shares0.32%2026-06-302026-07-31

CRL CHARLES RIV LABS INTL INC37.3K shares0.00%2026-06-302026-07-31

DELL DELL TECHNOLOGIES INC18.5K shares1.13%2026-06-302026-07-31

Sponsored

CLH CLEAN HARBORS INC23.9K shares-0.90%2026-06-302026-07-31

AXON AXON ENTERPRISE INC12.4K shares-0.24%2026-06-302026-07-31

IBM INTERNATIONAL BUSINESS MACHS23.1K shares-0.05%2026-06-302026-07-31

EOG EOG RES INC46.9K shares0.20%2026-06-302026-07-31

EXXON MOBIL CORP EXXON MOBIL CORP44.3K shares-0.10%2026-06-302026-07-31

ABT ABBOTT LABORATORIES66.5K shares-3.13%2026-06-302026-07-31

SHW SHERWIN WILLIAMS CO17.0K shares-4.34%2026-06-302026-07-31

PG PROCTER & GAMBLE CO39.6K shares0.68%2026-06-302026-07-31

Sponsored

AWK AMERICAN WTR WKS CO INC NEW43.6K shares-3.09%2026-06-302026-07-31

DHR DANAHER CORP DEL28.1K shares-0.27%2026-06-302026-07-31

KO COCA COLA CO58.5K shares-0.05%2026-06-302026-07-31

MEDTRONIC PLC MEDTRONIC PLC59.3K shares-0.11%2026-06-302026-07-31

VRTX VERTEX PHARMACEUTICALS INC7.8K shares-0.57%2026-06-302026-07-31

MRK MERCK & CO INC28.7K shares0.00%2026-06-302026-07-31

CARR CARRIER GLOBAL CORPORATION49.1K shares1.41%2026-06-302026-07-31

CVX CHEVRON CORPORATION21.6K shares0.30%2026-06-302026-07-31

Sponsored

MRNA MODERNA INC45.5K shares2.71%2026-06-302026-07-31

TXN TEXAS INSTRS INC10.2K shares0.00%2026-06-302026-07-31

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T3.6K shares0.00%2026-06-302026-07-31

BROADCOM INC BROADCOM INC6.6K shares1.73%2026-06-302026-07-31

AEM AGNICO EAGLE MINES LTD14.4K shares-0.21%2026-06-302026-07-31

ALNYLAM PHARMACEUTICALS INC ALNYLAM PHARMACEUTICALS INC7.1K shares0.00%2026-06-302026-07-31

SYY SYSCO CORP21.6K shares0.00%2026-06-302026-07-31

VRT VERTIV HOLDINGS CO4.7K shares3.17%2026-06-302026-07-31

Sponsored

HSY HERSHEY CO8.0K shares0.00%2026-06-302026-07-31

GD GENERAL DYNAMICS CORP3.0K shares0.00%2026-06-302026-07-31

QCOM QUALCOMM INC5.7K shares0.00%2026-06-302026-07-31

GOOG ALPHABET INC2.9K shares-56.01%2026-06-302026-07-31

T AT&T INC45.0K shares0.00%2026-06-302026-07-31

VLTO VERALTO CORP9.2K shares-2.21%2026-06-302026-07-31

EPD ENTERPRISE PRODS PARTNERS L21.1K shares4.16%2026-06-302026-07-31

IJH ISHARES TR6.7K shares5.96%2026-06-302026-07-31

Sponsored

EFA ISHARES TR3.1K shares0.00%2026-06-302026-07-31

RTX CORPORATION RTX CORPORATION1.6K sharesnew addition2026-06-302026-07-31

PEP PEPSICO INC1.8K shares0.00%2026-06-302026-07-31

VSLU ETF OPPORTUNITIES TRUST5.0K sharesnew addition2026-06-302026-07-31

DUK DUKE ENERGY CORP NEW1.8K shares0.00%2026-06-302026-07-31

FAST FASTENAL CO4.6K sharesnew addition2026-06-302026-07-31

ISHARES TR ISHARES TR2.1K sharesnew addition2026-06-302026-07-31

HD HOME DEPOT INC577 sharesnew addition2026-06-302026-07-31

Sponsored

NVDA

NVIDIA CORPORATION

-0.84%

Shares547.6K

Event2026-06-30

Filed2026-07-31

LRCX

LAM RESEARCH CORP

-2.28%

Shares160.5K

Event2026-06-30

Filed2026-07-31

LLY

ELI LILLY & CO

0.51%

Shares55.8K

Event2026-06-30

Filed2026-07-31

GLW

CORNING INC

-1.79%

Shares254.2K

Event2026-06-30

Filed2026-07-31

GOOGL

ALPHABET INC

0.22%

Shares177.9K

Event2026-06-30

Filed2026-07-31

AAPL

APPLE INC

0.08%

Shares185.8K

Event2026-06-30

Filed2026-07-31

MORGAN STANLEY

0.01%

Shares197.9K

Event2026-06-30

Filed2026-07-31

JPMORGAN CHASE & CO

0.16%

Shares110.7K

Event2026-06-30

Filed2026-07-31

AMZN

AMAZON COM INC

0.10%

Shares128.9K

Event2026-06-30

Filed2026-07-31

CISCO SYS INC

0.35%

Shares190.0K

Event2026-06-30

Filed2026-07-31

VISA INC

-0.12%

Shares62.5K

Event2026-06-30

Filed2026-07-31

ABBVIE INC

0.05%

Shares80.4K

Event2026-06-30

Filed2026-07-31

TMO

THERMO FISHER SCIENTIFIC INC

-0.31%

Shares37.9K

Event2026-06-30

Filed2026-07-31

DEERE & CO

0.22%

Shares27.8K

Event2026-06-30

Filed2026-07-31

JNJ

JOHNSON & JOHNSON

0.00%

Shares67.6K

Event2026-06-30

Filed2026-07-31

BAC

BANK OF AMER CORP

0.14%

Shares277.0K

Event2026-06-30

Filed2026-07-31

MSFT

MICROSOFT CORP

-0.08%

Shares41.2K

Event2026-06-30

Filed2026-07-31

CAT

CATERPILLAR INC

1.04%

Shares11.9K

Event2026-06-30

Filed2026-07-31

GE AEROSPACE

0.00%

Shares31.6K

Event2026-06-30

Filed2026-07-31

3M CO

-1.47%

Shares68.6K

Event2026-06-30

Filed2026-07-31

BMY

BRISTOL-MYERS SQUIBB CO

-0.90%

Shares171.7K

Event2026-06-30

Filed2026-07-31

GEV

GE VERNOVA INC

0.32%

Shares8.0K

Event2026-06-30

Filed2026-07-31

CRL

CHARLES RIV LABS INTL INC

0.00%

Shares37.3K

Event2026-06-30

Filed2026-07-31

DELL

DELL TECHNOLOGIES INC

1.13%

Shares18.5K

Event2026-06-30

Filed2026-07-31

CLH

CLEAN HARBORS INC

-0.90%

Shares23.9K

Event2026-06-30

Filed2026-07-31

AXON

AXON ENTERPRISE INC

-0.24%

Shares12.4K

Event2026-06-30

Filed2026-07-31

IBM

INTERNATIONAL BUSINESS MACHS

-0.05%

Shares23.1K

Event2026-06-30

Filed2026-07-31

EOG

EOG RES INC

0.20%

Shares46.9K

Event2026-06-30

Filed2026-07-31

EXXON MOBIL CORP

-0.10%

Shares44.3K

Event2026-06-30

Filed2026-07-31

ABT

ABBOTT LABORATORIES

-3.13%

Shares66.5K

Event2026-06-30

Filed2026-07-31

SHW

SHERWIN WILLIAMS CO

-4.34%

Shares17.0K

Event2026-06-30

Filed2026-07-31

PROCTER & GAMBLE CO

0.68%

Shares39.6K

Event2026-06-30

Filed2026-07-31

AWK

AMERICAN WTR WKS CO INC NEW

-3.09%

Shares43.6K

Event2026-06-30

Filed2026-07-31

DHR

DANAHER CORP DEL

-0.27%

Shares28.1K

Event2026-06-30

Filed2026-07-31

COCA COLA CO

-0.05%

Shares58.5K

Event2026-06-30

Filed2026-07-31

MEDTRONIC PLC

-0.11%

Shares59.3K

Event2026-06-30

Filed2026-07-31

VRTX

VERTEX PHARMACEUTICALS INC

-0.57%

Shares7.8K

Event2026-06-30

Filed2026-07-31

MRK

MERCK & CO INC

0.00%

Shares28.7K

Event2026-06-30

Filed2026-07-31

CARR

CARRIER GLOBAL CORPORATION

1.41%

Shares49.1K

Event2026-06-30

Filed2026-07-31

CVX

CHEVRON CORPORATION

0.30%

Shares21.6K

Event2026-06-30

Filed2026-07-31

MRNA

MODERNA INC

2.71%

Shares45.5K

Event2026-06-30

Filed2026-07-31

TXN

TEXAS INSTRS INC

0.00%

Shares10.2K

Event2026-06-30

Filed2026-07-31

STATE STR SPDR S&P 500 ETF T

0.00%

Shares3.6K

Event2026-06-30

Filed2026-07-31

BROADCOM INC

1.73%

Shares6.6K

Event2026-06-30

Filed2026-07-31

AEM

AGNICO EAGLE MINES LTD

-0.21%

Shares14.4K

Event2026-06-30

Filed2026-07-31

ALNYLAM PHARMACEUTICALS INC

0.00%

Shares7.1K

Event2026-06-30

Filed2026-07-31

SYY

SYSCO CORP

0.00%

Shares21.6K

Event2026-06-30

Filed2026-07-31

VRT

VERTIV HOLDINGS CO

3.17%

Shares4.7K

Event2026-06-30

Filed2026-07-31

HSY

HERSHEY CO

0.00%

Shares8.0K

Event2026-06-30

Filed2026-07-31

GENERAL DYNAMICS CORP

0.00%

Shares3.0K

Event2026-06-30

Filed2026-07-31

QCOM

QUALCOMM INC

0.00%

Shares5.7K

Event2026-06-30

Filed2026-07-31

GOOG

ALPHABET INC

-56.01%

Shares2.9K

Event2026-06-30

Filed2026-07-31

AT&T INC

0.00%

Shares45.0K

Event2026-06-30

Filed2026-07-31

VLTO

VERALTO CORP

-2.21%

Shares9.2K

Event2026-06-30

Filed2026-07-31

EPD

ENTERPRISE PRODS PARTNERS L

4.16%

Shares21.1K

Event2026-06-30

Filed2026-07-31

IJH

ISHARES TR

5.96%

Shares6.7K

Event2026-06-30

Filed2026-07-31

EFA

ISHARES TR

0.00%

Shares3.1K

Event2026-06-30

Filed2026-07-31

RTX CORPORATION

New

Shares1.6K

Event2026-06-30

Filed2026-07-31

PEP

PEPSICO INC

0.00%

Shares1.8K

Event2026-06-30

Filed2026-07-31

VSLU

ETF OPPORTUNITIES TRUST

New

Shares5.0K

Event2026-06-30

Filed2026-07-31

DUK

DUKE ENERGY CORP NEW

0.00%

Shares1.8K

Event2026-06-30

Filed2026-07-31

FAST

FASTENAL CO

New

Shares4.6K

Event2026-06-30

Filed2026-07-31

ISHARES TR

New

Shares2.1K

Event2026-06-30

Filed2026-07-31

HOME DEPOT INC

New

Shares577

Event2026-06-30

Filed2026-07-31

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available