Q4 2025 · 13F-HR
J.P. Marvel Investment Advisors, LLCholdings as filed
Filed 2026-01-29 · accession 0001172661-26-000373
$720.1M
Reported value
60
Positions
2025-12-31
Period end
The Brief · J.P. Marvel Investment Advisors, LLC · Q4 2025
AI · grounded in 13F
J.P. Marvel Investment Advisors, LLC closed its position in PYPL, reducing its holdings by $4,036,141. The fund also trimmed its stake in SHW by 34.43% and reduced EOG by 32.63%. Other notable reductions include a 26.93% decrease in CARR and a 4.99% trim of MSFT.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 67066G104 | NVDA | NVIDIA CORPORATION | $103.1M | 14.3% | 552,876 | Common | NONE |
| 532457108 | LLY | ELI LILLY & CO | $59.8M | 8.30% | 55,615 | Common | NONE |
| 02079K305 | GOOGL | ALPHABET INC | $55.6M | 7.72% | 177,503 | Common | NONE |
| 037833100 | AAPL | APPLE INC | $50.5M | 7.01% | 185,652 | Common | NONE |
| 46625H100 | JPM | JPMORGAN CHASE & CO. | $35.7M | 4.95% | 110,687 | Common | NONE |
| 617446448 | MS | MORGAN STANLEY | $35.2M | 4.89% | 198,163 | Common | NONE |
| 023135106 | AMZN | AMAZON COM INC | $29.7M | 4.13% | 128,767 | Common | NONE |
| 512807306 | LRCX | LAM RESEARCH CORP | $28.1M | 3.91% | 164,288 | Common | NONE |
| 219350105 | GLW | CORNING INC | $22.7M | 3.15% | 258,884 | Common | NONE |
| 883556102 | TMO | THERMO FISHER SCIENTIFIC INC | $22.1M | 3.07% | 38,120 | Common | NONE |
| 92826C839 | V | VISA INC | $22.0M | 3.06% | 62,801 | Common | NONE |
| 594918104 | MSFT | MICROSOFT CORP | $20.2M | 2.80% | 41,694 | Common | NONE |
| 00287Y109 | ABBV | ABBVIE INC | $18.4M | 2.55% | 80,331 | Common | NONE |
| 060505104 | BAC | BANK AMERICA CORP | $15.3M | 2.12% | 277,327 | Common | NONE |
| 17275R102 | CSCO | CISCO SYS INC | $14.6M | 2.02% | 189,220 | Common | NONE |
| 478160104 | JNJ | JOHNSON & JOHNSON | $14.0M | 1.94% | 67,625 | Common | NONE |
| 244199105 | DE | DEERE & CO | $12.9M | 1.79% | 27,650 | Common | NONE |
| 88579Y101 | MMM | 3M CO | $11.2M | 1.55% | 69,833 | Common | NONE |
| 369604301 | GE | GE AEROSPACE | $9.7M | 1.35% | 31,607 | Common | NONE |
| 110122108 | BMY | BRISTOL-MYERS SQUIBB CO | $8.8M | 1.23% | 164,004 | Common | NONE |
| 002824100 | ABT | ABBOTT LABS | $8.8M | 1.22% | 70,188 | Common | NONE |
| 159864107 | CRL | CHARLES RIV LABS INTL INC | $7.4M | 1.03% | 37,234 | Common | NONE |
| 05464C101 | AXON | AXON ENTERPRISE INC | $7.1M | 0.98% | 12,446 | Common | NONE |
| 459200101 | IBM | INTERNATIONAL BUSINESS MACHS | $6.8M | 0.95% | 23,119 | Common | NONE |
| 149123101 | CAT | CATERPILLAR INC | $6.7M | 0.93% | 11,734 | Common | NONE |
| 235851102 | DHR | DANAHER CORPORATION | $6.5M | 0.90% | 28,185 | Common | NONE |
| 030420103 | AWK | AMERICAN WTR WKS CO INC NEW | $5.9M | 0.82% | 45,144 | Common | NONE |
| 824348106 | SHW | SHERWIN WILLIAMS CO | $5.8M | 0.80% | 17,746 | Common | NONE |
| 184496107 | CLH | CLEAN HARBORS INC | $5.7M | 0.79% | 24,125 | Common | NONE |
| 742718109 | PG | PROCTER AND GAMBLE CO | $5.7M | 0.78% | 39,430 | Common | NONE |
| G5960L103 | MDT | MEDTRONIC PLC | $5.5M | 0.77% | 57,645 | Common | NONE |
| 36828A101 | GEV | GE VERNOVA INC | $5.2M | 0.72% | 7,936 | Common | NONE |
| 30231G102 | XOM | EXXON MOBIL CORP | $5.0M | 0.70% | 41,622 | Common | NONE |
| 26875P101 | EOG | EOG RES INC | $5.0M | 0.69% | 47,161 | Common | NONE |
| 191216100 | KO | COCA COLA CO | $4.0M | 0.55% | 57,108 | Common | NONE |
| 92532F100 | VRTX | VERTEX PHARMACEUTICALS INC | $3.6M | 0.49% | 7,855 | Common | NONE |
| 58933Y105 | MRK | MERCK & CO INC | $3.0M | 0.42% | 28,670 | Common | NONE |
| 166764100 | CVX | CHEVRON CORP NEW | $3.0M | 0.41% | 19,409 | Common | NONE |
| 02043Q107 | ALNY | ALNYLAM PHARMACEUTICALS INC | $2.8M | 0.39% | 7,105 | Common | NONE |
| 14448C104 | CARR | CARRIER GLOBAL CORPORATION | $2.6M | 0.36% | 49,011 | Common | NONE |
| 78462F103 | SPY | SPDR S&P 500 ETF TR | $2.4M | 0.34% | 3,582 | Common | NONE |
| 008474108 | AEM | AGNICO EAGLE MINES LTD | $2.4M | 0.34% | 14,377 | Common | NONE |
| 24703L202 | DELL | DELL TECHNOLOGIES INC | $2.3M | 0.32% | 18,282 | Common | NONE |
| 11135F101 | AVGO | BROADCOM INC | $2.3M | 0.31% | 6,521 | Common | NONE |
| 02079K107 | GOOG | ALPHABET INC | $2.1M | 0.29% | 6,660 | Common | NONE |
| 882508104 | TXN | TEXAS INSTRS INC | $1.8M | 0.24% | 10,160 | Common | NONE |
| 871829107 | SYY | SYSCO CORP | $1.6M | 0.22% | 21,434 | Common | NONE |
| 427866108 | HSY | HERSHEY CO | $1.5M | 0.20% | 8,000 | Common | NONE |
| 60770K107 | MRNA | MODERNA INC | $1.2M | 0.16% | 39,495 | Common | NONE |
| 00206R102 | T | AT&T INC | $1.1M | 0.15% | 44,595 | Common | NONE |
| 369550108 | GD | GENERAL DYNAMICS CORP | $1.0M | 0.14% | 3,000 | Common | NONE |
| 747525103 | QCOM | QUALCOMM INC | $982,683 | 0.14% | 5,745 | Common | NONE |
| 92338C103 | VLTO | VERALTO CORP | $939,329 | 0.13% | 9,414 | Common | NONE |
| 25401T603 | DBRG | DIGITALBRIDGE GROUP INC | $762,721 | 0.11% | 49,721 | Common | NONE |
| 92537N108 | VRT | VERTIV HOLDINGS CO | $745,246 | 0.10% | 4,600 | Common | NONE |
| 293792107 | EPD | ENTERPRISE PRODS PARTNERS L | $649,119 | 0.09% | 20,247 | Common | NONE |
| 464287507 | IJH | ISHARES TR | $415,470 | 0.06% | 6,295 | Common | NONE |
| 464287465 | EFA | ISHARES TR | $294,717 | 0.04% | 3,069 | Common | NONE |
| 713448108 | PEP | PEPSICO INC | $270,823 | 0.04% | 1,887 | Common | NONE |
| 26441C204 | DUK | DUKE ENERGY CORP NEW | $212,268 | 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.