J.P. Marvel Investment Advisors, LLC Portfolio Holdings
Q3 2025•61 long positions•$687.9M portfolio value
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Holding66 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
Semiconductors Technology | $108.3M 15.74% | -$24.6K Sold | 0.002% 580.3K shares | 580.5K → 580.3K −$24.6K | -0.02% | $4.54T Mega Cap | Q4 2019 Held for 6 years | |
Consumer Electronics Technology | $47.3M 6.87% | +$35.6K Bought | 0.001% 185.7K shares | 185.5K → 185.7K +$35.6K | +0.08% | $3.78T Mega Cap | Q3 2019 Held for 6y 3m | |
Internet Content & Information Communication Services | $43.2M 6.27% | +$58.1K Bought | 0.001% 177.5K shares | 177.3K → 177.5K +$58.1K | +0.13% | $2.95T Mega Cap | Q3 2019 Held for 6y 3m | |
Drug Manufacturers - General Healthcare | $42.4M 6.17% | -$83.9K Sold | 0.006% 55.6K shares | 55.7K → 55.6K −$83.9K | -0.2% | $684.00B Mega Cap | Q3 2019 Held for 6y 3m | |
Banks - Diversified Financial Services | $34.9M 5.08% | +$59.6K Bought | 0.004% 110.7K shares | 110.5K → 110.7K +$59.6K | +0.17% | $867.35B Mega Cap | Q3 2019 Held for 6y 3m | |
Financial - Capital Markets Financial Services | $31.5M 4.58% | +$93.6K Bought | 0.012% 198.2K shares | 197.6K → 198.2K +$93.6K | +0.3% | $253.75B Mega Cap | Q3 2019 Held for 6y 3m | |
Specialty Retail Consumer Cyclical | $29.8M 4.33% | +$10.8K Bought | 0.001% 135.5K shares | 135.5K → 135.5K +$10.8K | +0.04% | $2.34T Mega Cap | Q3 2019 Held for 6y 3m | |
Software - Infrastructure Technology | $22.7M 3.3% | +$183.4K Bought | 0.001% 43.9K shares | 43.5K → 43.9K +$183.4K | +0.81% | $3.85T Mega Cap | Q4 2019 Held for 6 years | |
Hardware, Equipment & Parts Technology | $22.1M 3.21% | +$382.2K Bought | 0.031% 269.0K shares | 264.3K → 269.0K +$382.2K | +1.76% | $70.3B Large Cap | Q3 2019 Held for 6y 3m | |
Semiconductors Technology | $22.0M 3.2% | -$19.0K Sold | 0.013% 164.4K shares | 164.5K → 164.4K −$19.0K | -0.09% | $168.85B Large Cap | Q3 2019 Held for 6y 3m | |
Financial - Credit Services Financial Services | $21.5M 3.13% | +$3.1K Bought | 0.003% 63.0K shares | 63.0K → 63.0K +$3.1K | +0.01% | $662.60B Mega Cap | Q3 2019 Held for 6y 3m | |
Drug Manufacturers - General Healthcare | $19.8M 2.87% | +$90.8K Bought | 0.005% 85.3K shares | 84.9K → 85.3K +$90.8K | +0.46% | $409.03B Mega Cap | Q3 2019 Held for 6y 3m | |
Medical - Diagnostics & Research Healthcare | $18.5M 2.69% | -$29.6K Sold | 0.01% 38.1K shares | 38.2K → 38.1K −$29.6K | -0.16% | $183.15B Large Cap | Q3 2019 Held for 6y 3m | |
Banks - Diversified Financial Services | $15.1M 2.19% | +$8.3K Bought | 0.004% 292.3K shares | 292.2K → 292.3K +$8.3K | +0.06% | $382.12B Mega Cap | Q3 2019 Held for 6y 3m | |
Communication Equipment Technology | $13.6M 1.97% | +$516.4K Bought | 0.005% 198.5K shares | 190.9K → 198.5K +$516.4K | +3.95% | $270.48B Mega Cap | Q3 2019 Held for 6y 3m | |
Agricultural - Machinery Industrials | $12.7M 1.84% | -$2.3K Sold | 0.01% 27.7K shares | 27.7K → 27.7K −$2.3K | -0.02% | $123.61B Large Cap | Q3 2019 Held for 6y 3m | |
Drug Manufacturers - General Healthcare | $12.5M 1.82% | +$109.4K Bought | 0.003% 67.6K shares | 67.0K → 67.6K +$109.4K | +0.88% | $446.55B Mega Cap | Q3 2019 Held for 6y 3m | |
Conglomerates Industrials | $10.8M 1.58% | -$7.8K Sold | 0.013% 69.8K shares | 69.9K → 69.8K −$7.8K | -0.07% | $82.7B Large Cap | Q1 2024 Held for 1y 9m | |
Aerospace & Defense Industrials | $9.5M 1.38% | +$84.5K Bought | 0.003% 31.6K shares | 31.3K → 31.6K +$84.5K | +0.9% | $319.00B Mega Cap | Q1 2023 Held for 2y 9m | |
Medical - Devices Healthcare | $9.4M 1.37% | — | 0.004% 70.2K shares | — | — | $233.12B Mega Cap | Q3 2019 Held for 6y 3m | |
Chemicals - Specialty Basic Materials | $9.4M 1.36% | -$10.0K Sold | 0.011% 27.1K shares | 27.1K → 27.1K −$10.0K | -0.11% | $86.3B Large Cap | Q3 2019 Held for 6y 3m | |
Aerospace & Defense Industrials | $8.9M 1.3% | +$1.1M Bought | 0.016% 12.4K shares | 11.0K → 12.4K +$1.1M | +13.4% | $56.3B Large Cap | Q4 2024 Held for 1 year | |
Oil & Gas Exploration & Production Energy | $7.8M 1.14% | -$84.8K Sold | 0.013% 70.0K shares | 70.8K → 70.0K −$84.8K | -1.07% | $61.2B Large Cap | Q3 2019 Held for 6y 3m | |
Drug Manufacturers - General Healthcare | $7.4M 1.08% | — | 0.008% 164.2K shares | — | — | $91.8B Large Cap | Q3 2019 Held for 6y 3m | |
Information Technology Services Technology | $6.5M 0.948% | +$4.8K Bought | 0.002% 23.1K shares | 23.1K → 23.1K +$4.8K | +0.07% | $262.84B Mega Cap | Q3 2019 Held for 6y 3m | |
Household & Personal Products Consumer Defensive | $6.3M 0.919% | — | 0.002% 41.1K shares | — | — | $359.62B Mega Cap | Q3 2019 Held for 6y 3m | |
Regulated Water Utilities | $6.3M 0.913% | — | 0.023% 45.1K shares | — | — | $27.2B Large Cap | Q3 2019 Held for 6y 3m | |
Medical - Diagnostics & Research Healthcare | $5.8M 0.847% | +$26.6K Bought | 0.076% 37.2K shares | 37.1K → 37.2K +$26.6K | +0.46% | $7.7B Mid Cap | Q3 2019 Held for 6y 3m | |
Agricultural - Machinery Industrials | $5.6M 0.815% | +$41.0K Bought | 0.003% 11.7K shares | 11.7K → 11.7K +$41.0K | +0.74% | $223.53B Mega Cap | Q3 2019 Held for 6y 3m | |
Waste Management Industrials | $5.6M 0.814% | -$7.0K Sold | 0.045% 24.1K shares | 24.2K → 24.1K −$7.0K | -0.12% | $12.5B Large Cap | Q3 2019 Held for 6y 3m | |
Medical - Diagnostics & Research Healthcare | $5.6M 0.813% | — | 0.004% 28.2K shares | — | — | $141.96B Large Cap | Q3 2019 Held for 6y 3m | |
Medical - Devices Healthcare | $5.4M 0.784% | +$2.3K Bought | 0.004% 56.6K shares | 56.6K → 56.6K +$2.3K | +0.04% | $122.16B Large Cap | Q3 2019 Held for 6y 3m | |
Renewable Utilities Utilities | $4.9M 0.709% | +$349.3K Bought | 0.003% 7.9K shares | 7.4K → 7.9K +$349.3K | +7.71% | $167.39B Large Cap | Q2 2024 Held for 1y 6m | |
Oil & Gas Integrated Energy | $4.7M 0.676% | — | 0.001% 41.3K shares | — | — | $480.68B Mega Cap | Q3 2019 Held for 6y 3m | |
Beverages - Non-Alcoholic Consumer Defensive | $4.3M 0.629% | -$32.5K Sold | 0.002% 65.2K shares | 65.7K → 65.2K −$32.5K | -0.75% | $285.42B Mega Cap | Q3 2019 Held for 6y 3m | |
Financial - Credit Services Financial Services | $4.0M 0.587% | — | 0.006% 60.2K shares | — | — | $64.1B Large Cap | Q3 2024 Held for 1y 3m | |
Construction Industrials | $4.0M 0.582% | -$39.8K Sold | 0.008% 67.1K shares | 67.7K → 67.1K −$39.8K | -0.98% | $50.8B Large Cap | Q2 2020 Held for 5y 6m | |
Oil & Gas Integrated Energy | $3.3M 0.477% | +$3.3M New | 0.001% 21.1K shares | 0 → 21.1K +$3.3M | New | $312.88B Mega Cap | Q3 2025 Held for 3 months | |
Drug Manufacturers - General Healthcare | $3.2M 0.472% | — | 0.002% 38.7K shares | — | — | $209.64B Mega Cap | Q3 2019 Held for 6y 3m | |
Biotechnology Healthcare | $3.2M 0.471% | +$128.1K Bought | 0.005% 7.1K shares | 6.8K → 7.1K +$128.1K | +4.12% | $59.8B Large Cap | Q4 2019 Held for 6 years | |
Biotechnology Healthcare | $3.1M 0.447% | — | 0.003% 7.9K shares | — | — | $100.41B Large Cap | Q4 2021 Held for 4 years | |
Computer Hardware Technology | $2.6M 0.377% | — | 0.003% 18.3K shares | — | — | $95.0B Large Cap | Q3 2019 Held for 6y 3m | |
Gold Basic Materials | $2.4M 0.352% | +$169.7K Bought | 0.003% 14.4K shares | 13.4K → 14.4K +$169.7K | +7.53% | $84.7B Large Cap | Q3 2019 Held for 6y 3m | |
ETF ETF | $2.4M 0.347% | — | — 3.6K shares | — | — | — — | Q3 2019 Held for 6y 3m | |
Semiconductors Technology | $2.2M 0.313% | — | 0.0% 6.5K shares | — | — | $1.56T Mega Cap | Q4 2023 Held for 2 years | |
Semiconductors Technology | $1.9M 0.271% | — | 0.001% 10.2K shares | — | — | $167.04B Large Cap | Q3 2019 Held for 6y 3m | |
Food Distribution Consumer Defensive | $1.8M 0.257% | +$986.3K Bought | 0.004% 21.4K shares | 9.5K → 21.4K +$986.3K | +126.67% | $39.4B Large Cap | Q3 2019 Held for 6y 3m | |
Internet Content & Information Communication Services | $1.6M 0.236% | +$24.4K Bought | 0.0% 6.7K shares | 6.6K → 6.7K +$24.4K | +1.52% | $2.95T Mega Cap | Q3 2019 Held for 6y 3m | |
Food Confectioners Consumer Defensive | $1.5M 0.218% | — | 0.004% 8.0K shares | — | — | $37.9B Large Cap | Q3 2019 Held for 6y 3m | |
Telecommunications Services Communication Services | $1.3M 0.183% | — | 0.001% 44.6K shares | — | — | $201.93B Mega Cap | Q1 2025 Held for 9 months |
