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J.P. Marvel Investment Advisors, LLC

Q2 2024 · 13F-HR

J.P. Marvel Investment Advisors, LLCholdings as filed

Filed 2024-07-26 · accession 0001172661-24-002942

$609.7M
Reported value
73
Positions
2024-06-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
67066G104NVDANVIDIA CORPORATION$96.0M15.7%777,130CommonNONE
532457108LLYELI LILLY & CO$50.6M8.30%55,868CommonNONE
037833100AAPLAPPLE INC$38.4M6.30%182,254CommonNONE
02079K305GOOGLALPHABET INC$32.6M5.34%178,794CommonNONE
023135106AMZNAMAZON COM INC$26.6M4.36%137,607CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$22.4M3.67%110,711CommonNONE
883556102TMOTHERMO FISHER SCIENTIFIC INC$21.4M3.51%38,660CommonNONE
594918104MSFTMICROSOFT CORP$19.9M3.26%44,440CommonNONE
617446448MSMORGAN STANLEY$19.5M3.20%200,512CommonNONE
512807108LRCXEURLAM RESEARCH CORP$17.9M2.93%16,787CommonNONE
92826C839VVISA INC$16.7M2.73%63,483CommonNONE
00287Y109ABBVABBVIE INC$14.6M2.40%85,260CommonNONE
060505104BACBANK AMERICA CORP$11.7M1.92%294,111CommonNONE
244199105DEDEERE & CO$10.3M1.68%27,453CommonNONE
219350105GLWCORNING INC$9.8M1.61%252,741CommonNONE
478160104JNJJOHNSON & JOHNSON$9.8M1.61%66,984CommonNONE
26875P101EOGEOG RES INC$9.0M1.48%71,555CommonNONE
17275R102CSCOCISCO SYS INC$8.8M1.44%185,408CommonNONE
235851102DHRDANAHER CORPORATION$8.6M1.40%34,285CommonNONE
824348106SHWSHERWIN WILLIAMS CO$8.2M1.34%27,427CommonNONE
159864107CRLCHARLES RIV LABS INTL INC$8.2M1.34%39,476CommonNONE
00971T101AKAMAKAMAI TECHNOLOGIES INC$7.8M1.28%86,346CommonNONE
002824100ABTABBOTT LABS$7.3M1.20%70,155CommonNONE
110122108BMYBRISTOL-MYERS SQUIBB CO$6.8M1.12%164,074CommonNONE
742718109PGPROCTER AND GAMBLE CO$6.8M1.11%41,202CommonNONE
030420103AWKAMERICAN WTR WKS CO INC NEW$5.8M0.96%45,234CommonNONE
184496107CLHCLEAN HARBORS INC$5.5M0.90%24,337CommonNONE
60770K107MRNAMODERNA INC$5.5M0.90%46,112CommonNONE
88579Y101MMM3M CO$5.1M0.83%49,779CommonNONE
58933Y105MRKMERCK & CO INC$5.0M0.82%40,350CommonNONE
30231G102XOMEXXON MOBIL CORP$4.7M0.78%41,058CommonNONE
369604301GEGE AEROSPACE$4.7M0.77%29,551CommonNONE
G5960L103MDTMEDTRONIC PLC$4.6M0.75%57,996CommonNONE
46116X101ITCIEURINTRA-CELLULAR THERAPIES INC$4.4M0.73%64,881CommonNONE
254687106DISDISNEY WALT CO$4.4M0.72%44,432CommonNONE
14448C104CARRCARRIER GLOBAL CORPORATION$4.3M0.71%68,684CommonNONE
191216100KOCOCA COLA CO$4.2M0.70%66,589CommonNONE
149123101CATCATERPILLAR INC$4.1M0.68%12,364CommonNONE
717081103PFEPFIZER INC$4.1M0.67%146,458CommonNONE
126650100CVSCVS HEALTH CORP$4.1M0.67%69,192CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$4.0M0.65%23,055CommonNONE
458140100INTCINTEL CORP$3.8M0.62%121,976CommonNONE
007903107AMDADVANCED MICRO DEVICES INC$3.7M0.61%22,906CommonNONE
42809H107HESHESS CORP$3.1M0.51%20,932CommonNONE
15135B101CNCCENTENE CORP DEL$3.0M0.50%45,830CommonNONE
92532F100VRTXVERTEX PHARMACEUTICALS INC$3.0M0.49%6,392CommonNONE
68902V107OTISOTIS WORLDWIDE CORP$2.6M0.43%27,122CommonNONE
00724F101ADBEADOBE INC$2.3M0.38%4,127CommonNONE
20030N101CMCSACOMCAST CORP NEW$2.1M0.35%54,831CommonNONE
882508104TXNTEXAS INSTRS INC$2.0M0.32%10,160CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$2.0M0.32%3,593CommonNONE
345370860FFORD MTR CO DEL$1.7M0.29%139,144CommonNONE
24703L202DELLDELL TECHNOLOGIES INC$1.5M0.25%10,887CommonNONE
427866108HSYHERSHEY CO$1.5M0.24%8,000CommonNONE
36828A101GEVGE VERNOVA INC$1.3M0.21%7,358CommonNONE
02079K107GOOGALPHABET INC$1.1M0.19%6,200CommonNONE
11135F101AVGOBROADCOM INC$1.1M0.17%658CommonNONE
61945C103MOSMOSAIC CO NEW$986,6750.16%34,141CommonNONE
02043Q107ALNYALNYLAM PHARMACEUTICALS INC$972,0000.16%4,000CommonNONE
92338C103VLTOVERALTO CORP$917,9450.15%9,615CommonNONE
382550101GTGOODYEAR TIRE & RUBR CO$894,4600.15%78,807CommonNONE
008474108AEMAGNICO EAGLE MINES LTD$879,6300.14%13,450CommonNONE
369550108GDGENERAL DYNAMICS CORP$870,4200.14%3,000CommonNONE
871829107SYYSYSCO CORP$675,0640.11%9,456CommonNONE
83444M101SOLVSOLVENTUM CORP$623,3500.10%11,788CommonNONE
293792107EPDENTERPRISE PRODS PARTNERS L$586,7590.10%20,247CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$478,7560.08%11,609CommonNONE
29355A107ENPHENPHASE ENERGY INC$438,1260.07%4,394CommonNONE
92537N108VRTVERTIV HOLDINGS CO$398,2220.07%4,600CommonNONE
464287507IJHISHARES TR$368,3840.06%6,295CommonNONE
713448108PEPPEPSICO INC$316,8310.05%1,921CommonNONE
59156R108METMETLIFE INC$280,0590.05%3,990CommonNONE
464287465EFAISHARES TR$240,3950.04%3,069CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.