J.P. MARVEL INVESTMENT ADVISORS, LLC

PrivateCIK: 1426755
Location

BOSTON, MA

60
Positions
$705.16M
Total AUM (reported)
3.81M
Total Shares

Allocation by class

TOTAL AUM$705.16M60 positions
COM$542.49M76.9%
COM NEW$76.86M10.9%
CAP STK CL A$51.03M7.2%
COM CL A$20.06M2.8%
SHS$5.15M0.7%
CL C$3.00M0.4%
TR UNIT$2.33M0.3%

Portfolio Concentration

Top 328.1%4–1032.4%11–2525.2%Rest14.2%TOP 1060.5%0%100%
Top 3$198.44M28.1%
4–10$228.20M32.4%
11–25$178.05M25.2%
Rest$100.46M14.2%

Top 3 weight

28.1%

Top 10 weight

60.5%

Voting Authority Distribution

Total shares with voting rights: 3.81M

Sole

Full voting authority

0.00

shares

% of voting shares0.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

3.81M

shares

% of voting shares100.0%

Investment Discretion (by position count)

Sole60
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings60
Rows:

NVIDIA CORPORATION

SOLE
COM
Shares552.18K
TypeSH
Market value$96.30M
13.66%
Sole
0.00
Shared
0.00
None
552.18K

ELI LILLY & CO

SOLE
COM
Shares55.57K
TypeSH
Market value$51.11M
7.25%
Sole
0.00
Shared
0.00
None
55.57K

ALPHABET INC

SOLE
CAP STK CL A
Shares177.47K
TypeSH
Market value$51.03M
7.24%
Sole
0.00
Shared
0.00
None
177.47K

APPLE INC

SOLE
COM
Shares185.63K
TypeSH
Market value$47.11M
6.68%
Sole
0.00
Shared
0.00
None
185.63K

CORNING INC

SOLE
COM
Shares258.88K
TypeSH
Market value$35.20M
4.99%
Sole
0.00
Shared
0.00
None
258.88K

LAM RESEARCH CORP

SOLE
COM NEW
Shares164.24K
TypeSH
Market value$35.09M
4.98%
Sole
0.00
Shared
0.00
None
164.24K

MORGAN STANLEY

SOLE
COM NEW
Shares197.87K
TypeSH
Market value$32.56M
4.62%
Sole
0.00
Shared
0.00
None
197.87K

JPMORGAN CHASE & CO

SOLE
COM
Shares110.54K
TypeSH
Market value$32.52M
4.61%
Sole
0.00
Shared
0.00
None
110.54K

AMAZON COM INC

SOLE
COM
Shares128.73K
TypeSH
Market value$26.81M
3.80%
Sole
0.00
Shared
0.00
None
128.73K

VISA INC

SOLE
COM CL A
Shares62.56K
TypeSH
Market value$18.91M
2.68%
Sole
0.00
Shared
0.00
None
62.56K

THERMO FISHER SCIENTIFIC INC

SOLE
COM
Shares38.03K
TypeSH
Market value$18.70M
2.65%
Sole
0.00
Shared
0.00
None
38.03K

ABBVIE INC

SOLE
COM
Shares80.33K
TypeSH
Market value$17.47M
2.48%
Sole
0.00
Shared
0.00
None
80.33K

JOHNSON & JOHNSON

SOLE
COM
Shares67.64K
TypeSH
Market value$16.53M
2.34%
Sole
0.00
Shared
0.00
None
67.64K

DEERE & CO

SOLE
COM
Shares27.70K
TypeSH
Market value$15.61M
2.21%
Sole
0.00
Shared
0.00
None
27.70K

MICROSOFT CORP

SOLE
COM
Shares41.23K
TypeSH
Market value$15.26M
2.16%
Sole
0.00
Shared
0.00
None
41.23K

CISCO SYS INC

SOLE
COM
Shares189.38K
TypeSH
Market value$14.69M
2.08%
Sole
0.00
Shared
0.00
None
189.38K

BANK AMERICA CORP

SOLE
COM
Shares276.61K
TypeSH
Market value$13.48M
1.91%
Sole
0.00
Shared
0.00
None
276.61K

BRISTOL-MYERS SQUIBB CO

SOLE
COM
Shares173.28K
TypeSH
Market value$10.51M
1.49%
Sole
0.00
Shared
0.00
None
173.28K

3M CO

SOLE
COM
Shares69.59K
TypeSH
Market value$10.11M
1.43%
Sole
0.00
Shared
0.00
None
69.59K

GE AEROSPACE

SOLE
COM NEW
Shares31.61K
TypeSH
Market value$8.97M
1.27%
Sole
0.00
Shared
0.00
None
31.61K

CATERPILLAR INC

SOLE
COM
Shares11.73K
TypeSH
Market value$8.31M
1.18%
Sole
0.00
Shared
0.00
None
11.73K

EXXON MOBIL CORP

SOLE
COM
Shares44.30K
TypeSH
Market value$7.52M
1.07%
Sole
0.00
Shared
0.00
None
44.30K

ABBOTT LABORATORIES

SOLE
COM
Shares68.62K
TypeSH
Market value$7.05M
1.00%
Sole
0.00
Shared
0.00
None
68.62K

GE VERNOVA INC

SOLE
COM
Shares7.94K
TypeSH
Market value$6.93M
0.98%
Sole
0.00
Shared
0.00
None
7.94K

CLEAN HARBORS INC

SOLE
COM
Shares24.13K
TypeSH
Market value$6.92M
0.98%
Sole
0.00
Shared
0.00
None
24.13K
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