MondegarAI
J.P. Marvel Investment Advisors, LLC

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
View analyzed profile →PRO

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

CUSIPTickerIssuerValue% port.SharesClassVoting
67066G104NVDANVIDIA CORPORATION$91.7M14.8%580,473CommonNONE
532457108LLYELI LILLY & CO$43.4M6.99%55,725CommonNONE
037833100AAPLAPPLE INC$38.1M6.13%185,512CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$32.0M5.16%110,531CommonNONE
02079K305GOOGLALPHABET INC$31.2M5.03%177,280CommonNONE
023135106AMZNAMAZON COM INC$29.7M4.79%135,497CommonNONE
617446448MSMORGAN STANLEY$27.8M4.48%197,574CommonNONE
92826C839VVISA INC$22.4M3.60%62,972CommonNONE
594918104MSFTMICROSOFT CORP$21.7M3.49%43,531CommonNONE
512807306LRCXLAM RESEARCH CORP$16.0M2.58%164,520CommonNONE
00287Y109ABBVABBVIE INC$15.8M2.54%84,939CommonNONE
883556102TMOTHERMO FISHER SCIENTIFIC INC$15.5M2.49%38,181CommonNONE
244199105DEDEERE & CO$14.1M2.27%27,710CommonNONE
219350105GLWCORNING INC$13.9M2.24%264,340CommonNONE
060505104BACBANK AMERICA CORP$13.8M2.23%292,184CommonNONE
17275R102CSCOCISCO SYS INC$13.2M2.13%190,922CommonNONE
88579Y101MMM3M CO$10.6M1.71%69,883CommonNONE
478160104JNJJOHNSON & JOHNSON$10.2M1.65%67,035CommonNONE
002824100ABTABBOTT LABS$9.5M1.54%70,188CommonNONE
824348106SHWSHERWIN WILLIAMS CO$9.3M1.50%27,093CommonNONE
05464C101AXONAXON ENTERPRISE INC$9.1M1.46%10,975CommonNONE
26875P101EOGEOG RES INC$8.5M1.36%70,759CommonNONE
369604301GEGE AEROSPACE$8.1M1.30%31,326CommonNONE
110122108BMYBRISTOL-MYERS SQUIBB CO$7.6M1.22%164,224CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$6.8M1.10%23,102CommonNONE
742718109PGPROCTER AND GAMBLE CO$6.6M1.06%41,127CommonNONE
030420103AWKAMERICAN WTR WKS CO INC NEW$6.3M1.01%45,144CommonNONE
159864107CRLCHARLES RIV LABS INTL INC$5.6M0.91%37,064CommonNONE
184496107CLHCLEAN HARBORS INC$5.6M0.90%24,155CommonNONE
235851102DHRDANAHER CORPORATION$5.6M0.90%28,205CommonNONE
14448C104CARRCARRIER GLOBAL CORPORATION$5.0M0.80%67,744CommonNONE
G5960L103MDTMEDTRONIC PLC$4.9M0.79%56,621CommonNONE
191216100KOCOCA COLA CO$4.6M0.75%65,698CommonNONE
149123101CATCATERPILLAR INC$4.5M0.73%11,658CommonNONE
70450Y103PYPLPAYPAL HLDGS INC$4.5M0.72%60,187CommonNONE
30231G102XOMEXXON MOBIL CORP$4.4M0.72%41,272CommonNONE
36828A101GEVGE VERNOVA INC$3.9M0.63%7,368CommonNONE
92532F100VRTXVERTEX PHARMACEUTICALS INC$3.5M0.56%7,855CommonNONE
58933Y105MRKMERCK & CO INC$3.1M0.49%38,670CommonNONE
42809H107HESHESS CORP$2.9M0.46%20,615CommonNONE
68902V107OTISOTIS WORLDWIDE CORP$2.5M0.40%25,279CommonNONE
717081103PFEPFIZER INC$2.3M0.37%94,753CommonNONE
24703L202DELLDELL TECHNOLOGIES INC$2.2M0.36%18,282CommonNONE
02043Q107ALNYALNYLAM PHARMACEUTICALS INC$2.2M0.36%6,824CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$2.2M0.36%3,582CommonNONE
882508104TXNTEXAS INSTRS INC$2.1M0.34%10,160CommonNONE
11135F101AVGOBROADCOM INC$1.8M0.29%6,521CommonNONE
20030N101CMCSACOMCAST CORP NEW$1.7M0.28%48,488CommonNONE
008474108AEMAGNICO EAGLE MINES LTD$1.6M0.26%13,370CommonNONE
60770K107MRNAMODERNA INC$1.4M0.22%48,940CommonNONE
427866108HSYHERSHEY CO$1.3M0.21%8,000CommonNONE
00206R102TAT&T INC$1.3M0.21%44,595CommonNONE
02079K107GOOGALPHABET INC$1.2M0.19%6,560CommonNONE
92338C103VLTOVERALTO CORP$950,3440.15%9,414CommonNONE
747525103QCOMQUALCOMM INC$914,9490.15%5,745CommonNONE
369550108GDGENERAL DYNAMICS CORP$874,9800.14%3,000CommonNONE
871829107SYYSYSCO CORP$716,1980.12%9,456CommonNONE
293792107EPDENTERPRISE PRODS PARTNERS L$627,8600.10%20,247CommonNONE
92537N108VRTVERTIV HOLDINGS CO$590,6860.10%4,600CommonNONE
464287507IJHISHARES TR$390,4160.06%6,295CommonNONE
59156R108METMETLIFE INC$320,8760.05%3,990CommonNONE
464287465EFAISHARES TR$274,3380.04%3,069CommonNONE
713448108PEPPEPSICO INC$253,6490.04%1,921CommonNONE
26441C204DUKDUKE ENERGY CORP NEW$213,6980.03%1,811CommonNONE

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.