J.P. Marvel Investment Advisors, LLC
SEC Form 13F institutional filer · CIK 0001426755
13F-HR · 54 reported holdings · 2026-03-31
Investment advisor.
Reported long-US-equity value
$0.69B
Top-10 concentration
61.7%
J.P. Marvel Investment Advisors, LLC — $691M AUM allocation strategy
J.P. Marvel Investment Advisors, LLC files SEC Form 13F and reports $691M of long US equity value across 54 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 35.3%, followed by Health Care 16.5% and Financials 14.1%.
The top 10 holdings account for 62% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
J.P. Marvel Investment Advisors, LLC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$691M
total across 54 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
62% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$BMY +9.27K sh · +$1.66M+$MRNA +4.84K sh · +$1.09M+$XOM +2.67K sh · +$2.51M
Biggest trims (shares)
−$ABT −1.57K sh · −$1.75M−$BAC −714 sh · −$1.77M−$NVDA −692 sh · −$6.81M
Added from nil (new positions)
None this quarter
Exited to nil (held last quarter, gone now)
None this quarter
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Semiconductors14.0%—
- Pharmaceuticals11.3%—
- Interactive Media & Services7.4%—
- Technology Hardware, Storage & Peripherals6.8%—
- Diversified Banks6.7%—
- Electronic Components5.1%—
- Semiconductor Materials & Equipment5.1%—
- Investment Banking & Brokerage4.7%—
- Other holdings38.9%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
10 of 10 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $NVDA | NVIDIA Corporation | 552K | $96.3M | -692 | 13.9% |
| $LLY | Eli Lilly and Company | 55.6K | $51.1M | -49 | 7.4% |
| $GOOG | Alphabet Inc. Class C Capital Stock | 177K | $51M | -34 | 7.4% |
| $AAPL | Apple Inc | 186K | $47.1M | -25 | 6.8% |
| $GLW | Corning Incorporated | 259K | $35.2M | +0 | 5.1% |
| $LRCX | Lam Research Corporation | 164K | $35.1M | -45 | 5.1% |
| $MS | Morgan Stanley | 198K | $32.6M | -290 | 4.7% |
| $JPM | JP Morgan Chase & Co | 111K | $32.5M | -146 | 4.7% |
| $AMZN | Amazon.com Inc | 129K | $26.8M | -36 | 3.9% |
| $V | Visa Inc | 62.6K | $18.9M | -241 | 2.7% |
…and 44 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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