Q2 2025 · 13F-HR
J.P. Marvel Investment Advisors, LLCholdings as filed
Filed 2025-08-14 · accession 0001172661-25-003367
$621.0M
Reported value
64
Positions
2025-06-30
Period end
The Brief · J.P. Marvel Investment Advisors, LLC · Q2 2025
AI · grounded in 13F
J.P. Marvel Investment Advisors, LLC established a new position in NVDA valued at $91.7M. The fund also initiated new stakes in LLY for $43.4M and AAPL for $38.1M. Additional new positions include JPM, GOOGL, and AMZN. The fund ended the period with 64 positions and total AUM of $621M.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 67066G104 | NVDA | NVIDIA CORPORATION | $91.7M | 14.8% | 580,473 | Common | NONE |
| 532457108 | LLY | ELI LILLY & CO | $43.4M | 6.99% | 55,725 | Common | NONE |
| 037833100 | AAPL | APPLE INC | $38.1M | 6.13% | 185,512 | Common | NONE |
| 46625H100 | JPM | JPMORGAN CHASE & CO. | $32.0M | 5.16% | 110,531 | Common | NONE |
| 02079K305 | GOOGL | ALPHABET INC | $31.2M | 5.03% | 177,280 | Common | NONE |
| 023135106 | AMZN | AMAZON COM INC | $29.7M | 4.79% | 135,497 | Common | NONE |
| 617446448 | MS | MORGAN STANLEY | $27.8M | 4.48% | 197,574 | Common | NONE |
| 92826C839 | V | VISA INC | $22.4M | 3.60% | 62,972 | Common | NONE |
| 594918104 | MSFT | MICROSOFT CORP | $21.7M | 3.49% | 43,531 | Common | NONE |
| 512807306 | LRCX | LAM RESEARCH CORP | $16.0M | 2.58% | 164,520 | Common | NONE |
| 00287Y109 | ABBV | ABBVIE INC | $15.8M | 2.54% | 84,939 | Common | NONE |
| 883556102 | TMO | THERMO FISHER SCIENTIFIC INC | $15.5M | 2.49% | 38,181 | Common | NONE |
| 244199105 | DE | DEERE & CO | $14.1M | 2.27% | 27,710 | Common | NONE |
| 219350105 | GLW | CORNING INC | $13.9M | 2.24% | 264,340 | Common | NONE |
| 060505104 | BAC | BANK AMERICA CORP | $13.8M | 2.23% | 292,184 | Common | NONE |
| 17275R102 | CSCO | CISCO SYS INC | $13.2M | 2.13% | 190,922 | Common | NONE |
| 88579Y101 | MMM | 3M CO | $10.6M | 1.71% | 69,883 | Common | NONE |
| 478160104 | JNJ | JOHNSON & JOHNSON | $10.2M | 1.65% | 67,035 | Common | NONE |
| 002824100 | ABT | ABBOTT LABS | $9.5M | 1.54% | 70,188 | Common | NONE |
| 824348106 | SHW | SHERWIN WILLIAMS CO | $9.3M | 1.50% | 27,093 | Common | NONE |
| 05464C101 | AXON | AXON ENTERPRISE INC | $9.1M | 1.46% | 10,975 | Common | NONE |
| 26875P101 | EOG | EOG RES INC | $8.5M | 1.36% | 70,759 | Common | NONE |
| 369604301 | GE | GE AEROSPACE | $8.1M | 1.30% | 31,326 | Common | NONE |
| 110122108 | BMY | BRISTOL-MYERS SQUIBB CO | $7.6M | 1.22% | 164,224 | Common | NONE |
| 459200101 | IBM | INTERNATIONAL BUSINESS MACHS | $6.8M | 1.10% | 23,102 | Common | NONE |
| 742718109 | PG | PROCTER AND GAMBLE CO | $6.6M | 1.06% | 41,127 | Common | NONE |
| 030420103 | AWK | AMERICAN WTR WKS CO INC NEW | $6.3M | 1.01% | 45,144 | Common | NONE |
| 159864107 | CRL | CHARLES RIV LABS INTL INC | $5.6M | 0.91% | 37,064 | Common | NONE |
| 184496107 | CLH | CLEAN HARBORS INC | $5.6M | 0.90% | 24,155 | Common | NONE |
| 235851102 | DHR | DANAHER CORPORATION | $5.6M | 0.90% | 28,205 | Common | NONE |
| 14448C104 | CARR | CARRIER GLOBAL CORPORATION | $5.0M | 0.80% | 67,744 | Common | NONE |
| G5960L103 | MDT | MEDTRONIC PLC | $4.9M | 0.79% | 56,621 | Common | NONE |
| 191216100 | KO | COCA COLA CO | $4.6M | 0.75% | 65,698 | Common | NONE |
| 149123101 | CAT | CATERPILLAR INC | $4.5M | 0.73% | 11,658 | Common | NONE |
| 70450Y103 | PYPL | PAYPAL HLDGS INC | $4.5M | 0.72% | 60,187 | Common | NONE |
| 30231G102 | XOM | EXXON MOBIL CORP | $4.4M | 0.72% | 41,272 | Common | NONE |
| 36828A101 | GEV | GE VERNOVA INC | $3.9M | 0.63% | 7,368 | Common | NONE |
| 92532F100 | VRTX | VERTEX PHARMACEUTICALS INC | $3.5M | 0.56% | 7,855 | Common | NONE |
| 58933Y105 | MRK | MERCK & CO INC | $3.1M | 0.49% | 38,670 | Common | NONE |
| 42809H107 | HES | HESS CORP | $2.9M | 0.46% | 20,615 | Common | NONE |
| 68902V107 | OTIS | OTIS WORLDWIDE CORP | $2.5M | 0.40% | 25,279 | Common | NONE |
| 717081103 | PFE | PFIZER INC | $2.3M | 0.37% | 94,753 | Common | NONE |
| 24703L202 | DELL | DELL TECHNOLOGIES INC | $2.2M | 0.36% | 18,282 | Common | NONE |
| 02043Q107 | ALNY | ALNYLAM PHARMACEUTICALS INC | $2.2M | 0.36% | 6,824 | Common | NONE |
| 78462F103 | SPY | SPDR S&P 500 ETF TR | $2.2M | 0.36% | 3,582 | Common | NONE |
| 882508104 | TXN | TEXAS INSTRS INC | $2.1M | 0.34% | 10,160 | Common | NONE |
| 11135F101 | AVGO | BROADCOM INC | $1.8M | 0.29% | 6,521 | Common | NONE |
| 20030N101 | CMCSA | COMCAST CORP NEW | $1.7M | 0.28% | 48,488 | Common | NONE |
| 008474108 | AEM | AGNICO EAGLE MINES LTD | $1.6M | 0.26% | 13,370 | Common | NONE |
| 60770K107 | MRNA | MODERNA INC | $1.4M | 0.22% | 48,940 | Common | NONE |
| 427866108 | HSY | HERSHEY CO | $1.3M | 0.21% | 8,000 | Common | NONE |
| 00206R102 | T | AT&T INC | $1.3M | 0.21% | 44,595 | Common | NONE |
| 02079K107 | GOOG | ALPHABET INC | $1.2M | 0.19% | 6,560 | Common | NONE |
| 92338C103 | VLTO | VERALTO CORP | $950,344 | 0.15% | 9,414 | Common | NONE |
| 747525103 | QCOM | QUALCOMM INC | $914,949 | 0.15% | 5,745 | Common | NONE |
| 369550108 | GD | GENERAL DYNAMICS CORP | $874,980 | 0.14% | 3,000 | Common | NONE |
| 871829107 | SYY | SYSCO CORP | $716,198 | 0.12% | 9,456 | Common | NONE |
| 293792107 | EPD | ENTERPRISE PRODS PARTNERS L | $627,860 | 0.10% | 20,247 | Common | NONE |
| 92537N108 | VRT | VERTIV HOLDINGS CO | $590,686 | 0.10% | 4,600 | Common | NONE |
| 464287507 | IJH | ISHARES TR | $390,416 | 0.06% | 6,295 | Common | NONE |
| 59156R108 | MET | METLIFE INC | $320,876 | 0.05% | 3,990 | Common | NONE |
| 464287465 | EFA | ISHARES TR | $274,338 | 0.04% | 3,069 | Common | NONE |
| 713448108 | PEP | PEPSICO INC | $253,649 | 0.04% | 1,921 | Common | NONE |
| 26441C204 | DUK | DUKE ENERGY CORP NEW | $213,698 | 0.03% | 1,811 | Common | NONE |
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.