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Kellee Middlebrooks

J.p. Marvel Investment Advisors, Llc

Assets Managed
$705.157M
Holdings
60
Last Quarter
2026 - Q1
Filed Date
2mo 9d ago
Growth Rate
-2.07%(2Q avg: 1.31%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in J.p. Marvel Investment Advisors, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 60 positions.

Assets under management

The assets under management (AUM) of J.p. Marvel Investment Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 705.157M in assets, with a quarterly growth rate of -2.07% and a 2-quarter average growth rate of 1.31%. The portfolio is managed by Kellee Middlebrooks, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
NVDA
Nvidia Corp
Recent Activity
Decreased -0.12%
13.66%
$96.301M
552,184 shares@ $174.41 avg price
LLY
Eli Lilly & Co
Recent Activity
Decreased -0.08%
7.25%
$51.108M
55,566 shares@ $919.78 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Decreased -0.01%
7.24%
$51.033M
177,469 shares@ $287.57 avg price
AAPL
Apple Inc
Recent Activity
Decreased -0.01%
6.69%
$47.11M
185,627 shares@ $253.8 avg price
GLW
Corning Inc
Recent Activity
5%
$35.2M
258,884 shares@ $135.98 avg price
LRCX
Lam Research Corp
Recent Activity
Decreased -0.02%
4.98%
$35.092M
164,243 shares@ $213.67 avg price
MS
Morgan Stanley
Recent Activity
Decreased -0.14%
4.62%
$32.564M
197,873 shares@ $164.58 avg price
JPM
Jpmorgan Chase & Co
Recent Activity
Decreased -0.13%
4.62%
$32.517M
110,541 shares@ $294.17 avg price
AMZN
Amazon.com Inc
Recent Activity
Decreased -0.02%
3.81%
$26.811M
128,731 shares@ $208.28 avg price
V
Visa Inc-class A Shares
Recent Activity
Decreased -0.38%
2.69%
$18.908M
62,560 shares@ $302.25 avg price

1-10 of 60