J.P. Marvel Investment Advisors, LLC: 13F holdings
CIK 14267552026Q2
| Positions | 64 |
|---|---|
| Reported value | $871.2m |
| Filed | 2026-07-31 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| NVDA NVIDIA CORPORATION | 547,557 | $109.6m | 12.6% |
| LRCX LAM RESEARCH CORP | 160,505 | $69.6m | 8.0% |
| LLY ELI LILLY & CO | 55,847 | $67.0m | 7.7% |
| GLW CORNING INC | 254,244 | $64.9m | 7.5% |
| GOOGL ALPHABET INC | 177,868 | $63.6m | 7.3% |
| AAPL APPLE INC | 185,779 | $53.8m | 6.2% |
| MS MORGAN STANLEY | 197,896 | $41.4m | 4.7% |
| JPM JPMORGAN CHASE & CO | 110,715 | $36.2m | 4.2% |
| AMZN AMAZON COM INC | 128,857 | $30.7m | 3.5% |
| CSCO CISCO SYS INC | 190,035 | $22.3m | 2.6% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1426755")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.