$443 Million is the total value of J.P. Marvel Investment Advisors, LLC's 71 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was 100.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
DUK | Exit | DUKE ENERGY CORP NEW | $0 | – | -1,944 | -100.0% | -0.05% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-05-15
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
THERMO FISHER SCIENTIFIC INC. | 39 | Q3 2023 | 6.7% |
JPMORGAN CHASE & CO. | 39 | Q3 2023 | 5.5% |
MORGAN STANLEY | 39 | Q3 2023 | 6.2% |
JOHNSON & JOHNSON | 39 | Q3 2023 | 3.5% |
PFIZER INC | 39 | Q3 2023 | 4.0% |
LILLY ELI & CO | 39 | Q3 2023 | 6.5% |
CISCO SYSTEMS INC | 39 | Q3 2023 | 4.1% |
CORNING INC. | 39 | Q3 2023 | 2.9% |
EOG RESOURCES INC. | 39 | Q3 2023 | 3.1% |
DEERE & CO. | 39 | Q3 2023 | 2.9% |
View J.P. Marvel Investment Advisors, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-05-08 |
13F-HR | 2024-02-13 |
13F-HR | 2023-11-15 |
13F-HR | 2023-08-10 |
13F-HR | 2023-05-15 |
13F-HR | 2023-01-18 |
13F-HR | 2022-10-25 |
13F-HR | 2022-08-02 |
13F-HR | 2022-05-12 |
13F-HR | 2022-02-14 |
View J.P. Marvel Investment Advisors, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.