Institutional Fund
J.P. Marvel Investment Advisors, LLC
Boston, MACIK 14267555 filings on record
Portfolio Value
$705.16M
Q1 2026
Holdings
60
Reported positions
New Buys
0
Opened this quarter
QoQ Change
-2.1%
from $720.13M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Nvidia Corporation13.7%
- Eli Lilly & Co7.2%
- Alphabet Inc7.2%
- Apple Inc6.7%
- Corning Inc5.0%
- Lam Research Corp5.0%
- Other55.2%
Portfolio Holdings
60 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Nvidia Corporation | 552.2K | $96.30M | 13.7% | −692 | Reduced |
| 2 | Eli Lilly & Co | 55.6K | $51.11M | 7.2% | −49 | Reduced |
| 3 | Alphabet Inc | 177.5K | $51.03M | 7.2% | −34 | Reduced |
| 4 | Apple Inc | 185.6K | $47.11M | 6.7% | −25 | Reduced |
| 5 | Corning Inc | 258.9K | $35.20M | 5.0% | 0 | Held |
| 6 | Lam Research Corp | 164.2K | $35.09M | 5.0% | −45 | Reduced |
| 7 | Morgan Stanley | 197.9K | $32.56M | 4.6% | −290 | Reduced |
| 8 | Jpmorgan Chase & Co. | 110.5K | $32.52M | 4.6% | −146 | Reduced |
| 9 | Amazon Com Inc | 128.7K | $26.81M | 3.8% | −36 | Reduced |
| 10 | Visa Inc | 62.6K | $18.91M | 2.7% | −241 | Reduced |
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