J.P. Marvel Investment Advisors, LLC — 13F holdings

J.P. Marvel Investment Advisors, LLC reported 64 holdings worth $871M in its 13F filing for Q2 2026, filed July 31, 2026.

Largest positions

1. NVDA NVIDIA CORPORATION — $110M (12.6%)
2. LRCX LAM RESEARCH CORP — $69.6M (8.0%)
3. LLY ELI LILLY & CO — $67.0M (7.7%)
4. GLW CORNING INC — $64.9M (7.5%)
5. GOOGL ALPHABET INC — $63.6M (7.3%)
6. AAPL APPLE INC — $53.8M (6.2%)
7. MS MORGAN STANLEY — $41.4M (4.7%)
8. JPM JPMorgan Chase & Co. — $36.2M (4.2%)
9. AMZN AMAZON COM INC — $30.7M (3.5%)
10. CSCO CISCO SYS INC — $22.3M (2.6%)