J.P. Marvel Investment Advisors, LLC has filed its Form 13F-HR, disclosing the firm's equity portfolio as of September 30, 2026. The filing lists 65 separate securities held by the firm, with a total value of approximately $86.3 million.
The portfolio is heavily weighted toward large-cap technology and healthcare companies. The top holding is NVIDIA Corporation, with 547,685 shares valued at $125.1 million. Microsoft Corporation ranks second with 41,192 shares, and Morgan Stanley is the third-largest holding with 198,081 shares valued at $37.3 million.
Other significant positions include Alphabet Inc. Class A (177,349 shares), Lam Research Corporation (160,290 shares), and Visa Inc. Class A (62,480 shares). The healthcare sector is represented by Eli Lilly & Co. (55,828 shares), Johnson & Johnson (67,818 shares), and Medtronic plc (59,348 shares).
The filing indicates that all positions are held in a sole voting capacity with no shared investment power.
