J.P. MARVEL INVESTMENT ADVISORS, LLC 13F Portfolio
J.P. MARVEL INVESTMENT ADVISORS, LLC runs J.P. MARVEL INVESTMENT ADVISORS, LLC and currently holds 64 stock positions, which is fewer than the average of 231 among the investors we track. The portfolio is valued at approximately $871.21M. Their top holdings are NVDA, LRCX, LLY, GLW, GOOGL. The top five represent 43.0% of reported portfolio weight. J.P. MARVEL INVESTMENT ADVISORS, LLC ranks #N/A out of 1000 investors tracked by Alpha Score. In the most recent quarter, J.P. MARVEL INVESTMENT ADVISORS, LLC initiated 5 new positions. They added to 22 existing positions. They trimmed 22 positions. Their current best-performing preview position is DELL with returns of +162.88%.
Portfolio Value
$871.21M
Alpha Score
92.4
#0 of 1000
Holdings
64
J.P. MARVEL INVESTMENT ADVISORS, LLC Current 13F Holdings
Reported holdings from J.P. MARVEL INVESTMENT ADVISORS, LLC's latest SEC 13F filing, ranked by portfolio weight.
64 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
NVDA NVIDIA CORPORATION | 12.58% | $6.01 | $229.28 | +3,714.98% | Trimmed -0.84% |
LRCX LAM RESEARCH CORP | 7.98% | $72.23 | $318.84 | +341.42% | Trimmed -2.28% |
LLY ELI LILLY & CO | 7.69% | $121.82 | $1,178.52 | +867.42% | Added +0.51% |
GLW CORNING INC | 7.45% | $30.55 | $156.69 | +412.90% | Trimmed -1.79% |
GOOGL ALPHABET INC | 7.30% | $145.47 | $351.66 | +141.74% | Added +0.22% |
AAPL APPLE INC | 6.17% | $178.79 | $336.68 | +88.31% | Added +0.08% |
MS MORGAN STANLEY | 4.75% | $44.22 | $190.00 | +329.67% | Added +0.01% |
JPM JPMORGAN CHASE & CO | 4.16% | $118.70 | $333.01 | +180.55% | Added +0.16% |
AMZN AMAZON COM INC | 3.53% | $166.81 | $262.43 | +57.32% | Added +0.10% |
CSCO CISCO SYS INC | 2.56% | $51.10 | $118.39 | +131.68% | Added +0.35% |
Showing 1-10 of 64