Q3 2025 · 13F-HR
J.P. Marvel Investment Advisors, LLCholdings as filed
Filed 2025-11-12 · accession 0001172661-25-004713
$687.9M
Reported value
61
Positions
2025-09-30
Period end
The Brief · J.P. Marvel Investment Advisors, LLC · Q3 2025
AI · grounded in 13F
J.P. Marvel Investment Advisors, LLC established a new position in NVDA valued at $108.3M. The fund also initiated new stakes in AAPL for $47.3M and GOOGL for $43.2M. Additional new positions include LLY at $42.4M, JPM at $34.9M, and MS at $31.5M. The fund ended the period with 61 positions and total AUM of $687.9M.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 67066G104 | NVDA | NVIDIA CORPORATION | $108.3M | 15.7% | 580,341 | Common | NONE |
| 037833100 | AAPL | APPLE INC | $47.3M | 6.87% | 185,652 | Common | NONE |
| 02079K305 | GOOGL | ALPHABET INC | $43.2M | 6.27% | 177,519 | Common | NONE |
| 532457108 | LLY | ELI LILLY & CO | $42.4M | 6.17% | 55,615 | Common | NONE |
| 46625H100 | JPM | JPMORGAN CHASE & CO. | $34.9M | 5.08% | 110,720 | Common | NONE |
| 617446448 | MS | MORGAN STANLEY | $31.5M | 4.58% | 198,163 | Common | NONE |
| 023135106 | AMZN | AMAZON COM INC | $29.8M | 4.33% | 135,546 | Common | NONE |
| 594918104 | MSFT | MICROSOFT CORP | $22.7M | 3.30% | 43,885 | Common | NONE |
| 219350105 | GLW | CORNING INC | $22.1M | 3.21% | 268,999 | Common | NONE |
| 512807306 | LRCX | LAM RESEARCH CORP | $22.0M | 3.20% | 164,378 | Common | NONE |
| 92826C839 | V | VISA INC | $21.5M | 3.13% | 62,981 | Common | NONE |
| 00287Y109 | ABBV | ABBVIE INC | $19.8M | 2.87% | 85,331 | Common | NONE |
| 883556102 | TMO | THERMO FISHER SCIENTIFIC INC | $18.5M | 2.69% | 38,120 | Common | NONE |
| 060505104 | BAC | BANK AMERICA CORP | $15.1M | 2.19% | 292,345 | Common | NONE |
| 17275R102 | CSCO | CISCO SYS INC | $13.6M | 1.97% | 198,470 | Common | NONE |
| 244199105 | DE | DEERE & CO | $12.7M | 1.84% | 27,705 | Common | NONE |
| 478160104 | JNJ | JOHNSON & JOHNSON | $12.5M | 1.82% | 67,625 | Common | NONE |
| 88579Y101 | MMM | 3M CO | $10.8M | 1.58% | 69,833 | Common | NONE |
| 369604301 | GE | GE AEROSPACE | $9.5M | 1.38% | 31,607 | Common | NONE |
| 002824100 | ABT | ABBOTT LABS | $9.4M | 1.37% | 70,188 | Common | NONE |
| 824348106 | SHW | SHERWIN WILLIAMS CO | $9.4M | 1.36% | 27,064 | Common | NONE |
| 05464C101 | AXON | AXON ENTERPRISE INC | $8.9M | 1.30% | 12,446 | Common | NONE |
| 26875P101 | EOG | EOG RES INC | $7.8M | 1.14% | 70,003 | Common | NONE |
| 110122108 | BMY | BRISTOL-MYERS SQUIBB CO | $7.4M | 1.08% | 164,224 | Common | NONE |
| 459200101 | IBM | INTERNATIONAL BUSINESS MACHS | $6.5M | 0.95% | 23,119 | Common | NONE |
| 742718109 | PG | PROCTER AND GAMBLE CO | $6.3M | 0.92% | 41,127 | Common | NONE |
| 030420103 | AWK | AMERICAN WTR WKS CO INC NEW | $6.3M | 0.91% | 45,144 | Common | NONE |
| 159864107 | CRL | CHARLES RIV LABS INTL INC | $5.8M | 0.85% | 37,234 | Common | NONE |
| 149123101 | CAT | CATERPILLAR INC | $5.6M | 0.81% | 11,744 | Common | NONE |
| 184496107 | CLH | CLEAN HARBORS INC | $5.6M | 0.81% | 24,125 | Common | NONE |
| 235851102 | DHR | DANAHER CORPORATION | $5.6M | 0.81% | 28,205 | Common | NONE |
| G5960L103 | MDT | MEDTRONIC PLC | $5.4M | 0.78% | 56,645 | Common | NONE |
| 36828A101 | GEV | GE VERNOVA INC | $4.9M | 0.71% | 7,936 | Common | NONE |
| 30231G102 | XOM | EXXON MOBIL CORP | $4.7M | 0.68% | 41,272 | Common | NONE |
| 191216100 | KO | COCA COLA CO | $4.3M | 0.63% | 65,208 | Common | NONE |
| 70450Y103 | PYPL | PAYPAL HLDGS INC | $4.0M | 0.59% | 60,187 | Common | NONE |
| 14448C104 | CARR | CARRIER GLOBAL CORPORATION | $4.0M | 0.58% | 67,078 | Common | NONE |
| 166764100 | CVX | CHEVRON CORP NEW | $3.3M | 0.48% | 21,110 | Common | NONE |
| 58933Y105 | MRK | MERCK & CO INC | $3.2M | 0.47% | 38,670 | Common | NONE |
| 02043Q107 | ALNY | ALNYLAM PHARMACEUTICALS INC | $3.2M | 0.47% | 7,105 | Common | NONE |
| 92532F100 | VRTX | VERTEX PHARMACEUTICALS INC | $3.1M | 0.45% | 7,855 | Common | NONE |
| 24703L202 | DELL | DELL TECHNOLOGIES INC | $2.6M | 0.38% | 18,282 | Common | NONE |
| 008474108 | AEM | AGNICO EAGLE MINES LTD | $2.4M | 0.35% | 14,377 | Common | NONE |
| 78462F103 | SPY | SPDR S&P 500 ETF TR | $2.4M | 0.35% | 3,582 | Common | NONE |
| 11135F101 | AVGO | BROADCOM INC | $2.2M | 0.31% | 6,521 | Common | NONE |
| 882508104 | TXN | TEXAS INSTRS INC | $1.9M | 0.27% | 10,160 | Common | NONE |
| 871829107 | SYY | SYSCO CORP | $1.8M | 0.26% | 21,434 | Common | NONE |
| 02079K107 | GOOG | ALPHABET INC | $1.6M | 0.24% | 6,660 | Common | NONE |
| 427866108 | HSY | HERSHEY CO | $1.5M | 0.22% | 8,000 | Common | NONE |
| 00206R102 | T | AT&T INC | $1.3M | 0.18% | 44,595 | Common | NONE |
| 60770K107 | MRNA | MODERNA INC | $1.3M | 0.18% | 48,695 | Common | NONE |
| 369550108 | GD | GENERAL DYNAMICS CORP | $1.0M | 0.15% | 3,000 | Common | NONE |
| 92338C103 | VLTO | VERALTO CORP | $1.0M | 0.15% | 9,414 | Common | NONE |
| 747525103 | QCOM | QUALCOMM INC | $955,739 | 0.14% | 5,745 | Common | NONE |
| 92537N108 | VRT | VERTIV HOLDINGS CO | $693,956 | 0.10% | 4,600 | Common | NONE |
| 25401T603 | DBRG | DIGITALBRIDGE GROUP INC | $670,609 | 0.10% | 57,317 | Common | NONE |
| 293792107 | EPD | ENTERPRISE PRODS PARTNERS L | $633,124 | 0.09% | 20,247 | Common | NONE |
| 464287507 | IJH | ISHARES TR | $410,812 | 0.06% | 6,295 | Common | NONE |
| 464287465 | EFA | ISHARES TR | $286,553 | 0.04% | 3,069 | Common | NONE |
| 713448108 | PEP | PEPSICO INC | $265,011 | 0.04% | 1,887 | Common | NONE |
| 26441C204 | DUK | DUKE ENERGY CORP NEW | $224,112 | 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.