J.P. Marvel Investment Advisors, LLC
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| CORNING INC(GLW) | 258,884 | 258,884 | 0 | 22,667,884 | 35,200,458 | 4.99% | +12,532,574 |
| LAM RESEARCH CORP(LRCX) | 164,288 | 164,243 | -45 | 28,122,820 | 35,092,160 | 4.98% | +6,969,340 |
| DEERE & CO(DE) | 27,650 | 27,704 | +54 | 12,873,011 | 15,605,664 | 2.21% | +2,732,653 |
| JOHNSON & JOHNSON(JNJ) | 67,625 | 67,642 | +17 | 13,994,994 | 16,534,411 | 2.34% | +2,539,417 |
| EXXON MOBIL CORP(XOM) | 41,622 | 44,295 | +2,673 | 5,008,792 | 7,515,090 | 1.07% | +2,506,298 |
| EOG RES INC(EOG) | 47,161 | 46,851 | -310 | 4,952,377 | 6,773,250 | 0.96% | +1,820,873 |
| GE VERNOVA INC(GEV) | 7,936 | 7,936 | 0 | 5,186,732 | 6,927,335 | 0.98% | +1,740,603 |
| BRISTOL-MYERS SQUIBB CO(BMY) | 164,004 | 173,277 | +9,273 | 8,846,376 | 10,509,251 | 1.49% | +1,662,875 |
| CATERPILLAR INC(CAT) | 11,734 | 11,734 | 0 | 6,722,057 | 8,313,070 | 1.18% | +1,591,013 |
| CHEVRON CORPORATION(CVX) | 19,409 | 21,489 | +2,080 | 2,958,126 | 4,446,075 | 0.63% | +1,487,949 |
| CLEAN HARBORS INC(CLH) | 24,125 | 24,125 | 0 | 5,656,830 | 6,917,362 | 0.98% | +1,260,532 |
| MODERNA INC(MRNA) | 39,495 | 44,335 | +4,840 | 1,164,708 | 2,252,218 | 0.32% | +1,087,510 |
| DELL TECHNOLOGIES INC(DELL) | 18,282 | 18,282 | 0 | 2,301,339 | 3,000,625 | 0.43% | +699,286 |
| AGNICO EAGLE MINES LTD(AEM) | 14,377 | 14,386 | +9 | 2,437,333 | 2,920,071 | 0.41% | +482,738 |
| COCA COLA CO(KO) | 57,108 | 58,566 | +1,458 | 3,992,421 | 4,453,945 | 0.63% | +461,524 |
| MERCK & CO INC(MRK) | 28,670 | 28,670 | 0 | 3,017,805 | 3,448,715 | 0.49% | +430,910 |
| VERTIV HOLDINGS CO(VRT) | 4,600 | 4,600 | 0 | 745,246 | 1,152,668 | 0.16% | +407,422 |
| AMERICAN WTR WKS CO INC NEW | 45,144 | 44,994 | -150 | 5,891,292 | 6,123,234 | 0.87% | +231,942 |
| TEXAS INSTRS INC(TXN) | 10,160 | 10,160 | 0 | 1,762,659 | 1,972,463 | 0.28% | +209,804 |
| HERSHEY CO(HSY) | 8,000 | 8,000 | 0 | 1,455,840 | 1,663,120 | 0.24% | +207,280 |
| AT&T INC(T) | 44,595 | 44,984 | +389 | 1,107,740 | 1,304,087 | 0.18% | +196,347 |
| CARRIER GLOBAL CORPORATION(CARR) | 49,011 | 48,461 | -550 | 2,589,742 | 2,728,839 | 0.39% | +139,097 |
| CISCO SYS INC(CSCO) | 189,220 | 189,375 | +155 | 14,575,617 | 14,693,607 | 2.08% | +117,990 |
| ENTERPRISE PRODS PARTNERS L(EPD) | 20,247 | 20,247 | 0 | 649,119 | 766,147 | 0.11% | +117,028 |
| PROCTER & GAMBLE CO(PG) | 39,430 | 39,380 | -50 | 5,650,714 | 5,688,048 | 0.81% | +37,334 |
| DUKE ENERGY CORP NEW(DUK) | 1,811 | 1,811 | 0 | 212,268 | 237,133 | 0.03% | +24,865 |
| GENERAL DYNAMICS CORP(GD) | 3,000 | 3,000 | 0 | 1,009,980 | 1,029,660 | 0.15% | +19,680 |
| PEPSICO INC(PEP) | 1,887 | 1,832 | -55 | 270,823 | 284,492 | 0.04% | +13,669 |
| ISHARES TR | 6,295 | 6,295 | 0 | 415,470 | 425,102 | 0.06% | +9,632 |
| DIGITALBRIDGE GROUP INC(DBRG) | 49,721 | 49,721 | 0 | 762,721 | 766,698 | 0.11% | +3,977 |
| ISHARES TR | 3,069 | 3,069 | 0 | 294,717 | 298,092 | 0.04% | +3,375 |
| SYSCO CORP(SYY) | 21,434 | 21,624 | +190 | 1,579,472 | 1,542,440 | 0.22% | -37,032 |
| VERTEX PHARMACEUTICALS INC(VRTX) | 7,855 | 7,855 | 0 | 3,561,143 | 3,507,572 | 0.50% | -53,571 |
| SHERWIN WILLIAMS CO(SHW) | 17,746 | 17,746 | 0 | 5,750,237 | 5,688,481 | 0.81% | -61,756 |
| VERALTO CORP(VLTO) | 9,414 | 9,359 | -55 | 939,329 | 827,523 | 0.12% | -111,806 |
| STATE STR SPDR S&P 500 ETF T(SPY) | 3,582 | 3,582 | 0 | 2,442,638 | 2,329,518 | 0.33% | -113,120 |
| ALPHABET INC(GOOG) | 6,660 | 6,660 | 0 | 2,089,908 | 1,910,488 | 0.27% | -179,420 |
| BROADCOM INC(AVGO) | 6,521 | 6,521 | 0 | 2,256,919 | 2,018,315 | 0.29% | -238,604 |
| QUALCOMM INC(QCOM) | 5,745 | 5,745 | 0 | 982,683 | 739,842 | 0.10% | -242,841 |
| MEDTRONIC PLC(MDT) | 57,645 | 59,416 | +1,771 | 5,537,379 | 5,148,397 | 0.73% | -388,982 |
| ALNYLAM PHARMACEUTICALS INC(ALNY) | 7,105 | 7,105 | 0 | 2,825,304 | 2,350,832 | 0.33% | -474,472 |
| GE AEROSPACE(GE) | 31,607 | 31,607 | 0 | 9,735,905 | 8,969,119 | 1.27% | -766,786 |
| ABBVIE INC(ABBV) | 80,331 | 80,333 | +2 | 18,354,831 | 17,471,625 | 2.48% | -883,206 |
| CHARLES RIV LABS INTL INC(CRL) | 37,234 | 37,286 | +52 | 7,427,439 | 6,431,835 | 0.91% | -995,604 |
| 3M CO(MMM) | 69,833 | 69,589 | -244 | 11,180,264 | 10,106,411 | 1.43% | -1,073,853 |
| DANAHER CORP DEL(DHR) | 28,185 | 28,180 | -5 | 6,452,111 | 5,342,928 | 0.76% | -1,109,183 |
| INTERNATIONAL BUSINESS MACHS(IBM) | 23,119 | 23,156 | +37 | 6,848,079 | 5,612,783 | 0.80% | -1,235,296 |
| ABBOTT LABORATORIES | 70,188 | 68,619 | -1,569 | 8,793,855 | 7,045,113 | 1.00% | -1,748,742 |
| BANK AMERICA CORP | 277,327 | 276,613 | -714 | 15,252,985 | 13,484,884 | 1.91% | -1,768,101 |
| AXON ENTERPRISE INC(AXON) | 12,446 | 12,423 | -23 | 7,068,457 | 5,275,924 | 0.75% | -1,792,533 |
| MORGAN STANLEY(MS) | 198,163 | 197,873 | -290 | 35,179,878 | 32,563,960 | 4.62% | -2,615,918 |
| AMAZON COM INC(AMZN) | 128,767 | 128,731 | -36 | 29,721,999 | 26,810,806 | 3.80% | -2,911,193 |
| VISA INC(V) | 62,801 | 62,560 | -241 | 22,024,939 | 18,908,135 | 2.68% | -3,116,804 |
| JPMORGAN CHASE & CO(JPM) | 110,687 | 110,541 | -146 | 35,665,566 | 32,516,741 | 4.61% | -3,148,825 |
| APPLE INC(AAPL) | 185,652 | 185,627 | -25 | 50,471,353 | 47,110,277 | 6.68% | -3,361,076 |
| THERMO FISHER SCIENTIFIC INC(TMO) | 38,120 | 38,035 | -85 | 22,088,634 | 18,695,344 | 2.65% | -3,393,290 |
| ALPHABET INC(GOOG) | 177,503 | 177,469 | -34 | 55,558,439 | 51,032,986 | 7.24% | -4,525,453 |
| MICROSOFT CORP(MSFT) | 41,694 | 41,232 | -462 | 20,164,053 | 15,262,850 | 2.16% | -4,901,203 |
| NVIDIA CORPORATION(NVDA) | 552,876 | 552,184 | -692 | 103,111,374 | 96,300,890 | 13.66% | -6,810,484 |
| ELI LILLY & CO(LLY) | 55,615 | 55,566 | -49 | 59,768,329 | 51,107,940 | 7.25% | -8,660,389 |