J.P. Marvel Investment Advisors, LLC
•CIK: 1426755•Filing: Q4 2025
**J.P. Marvel Investment Advisors, LLC** manages $720M across a concentrated portfolio of 60 positions. The firm maintains significant exposure to technology and healthcare leaders, notably holding NVDA at $103.1M and LLY at $59.8M. Core allocations include substantial stakes in GOOGL ($55.6M), AAPL ($50.5M), and JPM ($35.7M). This positioning reflects a conviction in high-growth, market-leading secular trends.
Total AUM
$720.1M
QoQ Performance
+4.7%
Positions
58
Top 10 Concentration
61.4%
Latest Filing
Q4 2025
Top Holdings Allocation
NVDA
LLY
GOOGL
AAPL
NVDA14.3%
LLY8.3%
GOOGL7.7%
AAPL7.0%
JPM5.0%
DWD4.9%
AMZN4.1%
LRCX3.9%
📉 Biggest Sells
Sector Breakdown
Technology39.7%
Healthcare20.4%
Other16.7%
Financial10.1%
Industrial5.6%
Consumer4.1%
Energy1.4%
Materials0.8%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
↑2 increased
↓24 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023