Fund HoldingsJ.P. Marvel Investment Advisors, LLC

Total Portfolio Value
$578.01M
Total Bought
$23.82M
Total Sold
$57.28M
Net Transaction
-$33.46M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
ELI LILLY & CO(LLY)56,00356,107+10443,23446,3398.02%+3,105
INTRA-CELLULAR THERAPIES INC64,24663,771-4755,3668,4131.46%+3,047
ABBVIE INC(ABBV)85,08984,994-9515,12017,8083.08%+2,688
VISA INC(V)63,04862,996-5219,92622,0783.82%+2,152
3M CO(MMM)66,47170,044+3,5738,58110,2871.78%+1,706
JOHNSON & JOHNSON(JNJ)66,90467,035+1319,67611,1171.92%+1,441
GE AEROSPACE(GE)29,38331,330+1,9474,9016,2711.08%+1,370
ABBOTT LABS70,08569,965-1207,9279,2811.61%+1,354
VERTEX PHARMACEUTICALS INC(VRTX)6,3927,992+1,6002,5743,8750.67%+1,301
DEERE & CO(DE)27,78427,679-10511,77212,9912.25%+1,219
BRISTOL-MYERS SQUIBB CO(BMY)159,344165,900+6,5569,01210,1181.75%+1,106
AMERICAN WTR WKS CO INC NEW45,23445,23405,6316,6731.15%+1,042
AT&T INC(T)027,380+27,38007740.13%+774
INTERNATIONAL BUSINESS MACHS(IBM)22,71522,71504,9935,6480.98%+655
COCA COLA CO(KO)65,79365,698-954,0964,7050.81%+609
CISCO SYS INC(CSCO)183,978186,308+2,33010,89111,4971.99%+606
JPMORGAN CHASE & CO.(JPM)110,193110,010-18326,41426,9854.67%+571
MEDTRONIC PLC(MDT)57,05657,05604,5585,1270.89%+569
HESS CORP20,63720,615-222,7453,2930.57%+548
EXXON MOBIL CORP41,03841,372+3344,4144,9200.85%+506
AGNICO EAGLE MINES LTD(AEM)13,45013,370-801,0521,4490.25%+398
EOG RES INC(EOG)70,90470,854-508,6919,0861.57%+395
OTIS WORLDWIDE CORP(OTIS)26,94426,942-22,4952,7800.48%+285
SHERWIN WILLIAMS CO(SHW)27,15227,133-199,2309,4751.64%+245
DUKE ENERGY CORP NEW(DUK)01,811+1,81102210.04%+221
PROCTER AND GAMBLE CO(PG)40,97241,127+1556,8697,0091.21%+140
ALNYLAM PHARMACEUTICALS INC(ALNY)4,0004,00009411,0800.19%+139
SOLVENTUM CORP(SOLV)10,10610,104-26687680.13%+101
LAM RESEARCH CORP(LRCX)164,705164,570-13511,89711,9642.07%+68
ENTERPRISE PRODS PARTNERS L(EPD)20,24720,24706356910.12%+56
GENERAL DYNAMICS CORP(GD)3,0003,00007908180.14%+27
INTEL CORP(INTC)19,44418,024-1,4203904090.07%+19
ISHARES TR3,0693,06902322510.04%+19
HERSHEY CO(HSY)8,0008,00001,3551,3680.24%+13
PEPSICO INC(PEP)1,9211,92102922880.05%-4
METLIFE INC(MET)3,9903,99003273200.06%-6
SYSCO CORP(SYY)9,4569,45607237100.12%-13
ISHARES TR6,2956,29503923670.06%-25
DISNEY WALT CO(DIS)3,2013,194-73563150.05%-41
VERALTO CORP(VLTO)9,4149,41409599170.16%-41
CENTENE CORP DEL(CNC)4,7374,002-7352872430.04%-44
TEXAS INSTRS INC(TXN)10,16010,16001,9051,8260.32%-79
SPDR S&P 500 ETF TR(SPY)3,5933,582-112,1062,0040.35%-102
COMCAST CORP NEW(CCZ)51,78849,207-2,5811,9441,8160.31%-128
ALPHABET INC(GOOG)6,2006,560+3601,1811,0250.18%-156
GE VERNOVA INC(GEV)7,3227,320-22,4082,2350.39%-174
VERTIV HOLDINGS CO(VRT)4,6004,60005233320.06%-190
PFIZER INC(PFE)101,02897,297-3,7312,6802,4660.43%-215
DELL TECHNOLOGIES INC(DELL)10,81610,81601,2469860.17%-261
CORNING INC(GLW)258,026260,651+2,62512,26111,9332.06%-329
CARRIER GLOBAL CORPORATION(CARR)68,55568,124-4314,6804,3190.75%-361
MERCK & CO INC(MRK)38,60038,670+703,8403,4710.60%-369
BROADCOM INC(AVGO)6,5006,521+211,5071,0920.19%-415
MODERNA INC(MRNA)45,94245,94201,9101,3020.23%-608
CATERPILLAR INC(CAT)12,34711,734-6134,4793,8700.67%-609
BANK AMERICA CORP292,364292,184-18012,84912,1932.11%-657
AXON ENTERPRISE INC(AXON)10,91110,909-26,4855,7380.99%-747
CLEAN HARBORS INC(CLH)24,30024,253-475,5924,7800.83%-812
DANAHER CORPORATION(DHR)28,85528,255-6006,6245,7921.00%-831
THERMO FISHER SCIENTIFIC INC(TMO)38,47938,308-17120,01819,0623.30%-956
PAYPAL HLDGS INC(PYPL)61,41761,409-85,2424,0070.69%-1,235
CHARLES RIV LABS INTL INC(CRL)37,60437,434-1706,9425,6350.97%-1,307
AKAMAI TECHNOLOGIES INC(AKAM)81,78178,481-3,3007,8226,3181.09%-1,505
MORGAN STANLEY(MS)198,692198,321-37124,98023,1384.00%-1,841
MICROSOFT CORP(MSFT)43,57843,548-3018,36816,3472.83%-2,021
ADVANCED MICRO DEVICES INC(AMD)17,1460-17,1462,0710-2,071
AMAZON COM INC(AMZN)135,775135,655-12029,78825,8104.47%-3,978
APPLE INC(AAPL)181,258185,707+4,44945,39141,2517.14%-4,140
ALPHABET INC(GOOG)177,680177,804+12433,63527,4964.76%-6,139
NVIDIA CORPORATION(NVDA)647,754581,610-66,14486,98763,03510.91%-23,952
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