J.P. Marvel Investment Advisors, LLC
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q2 2025 ▲▼ | Q3 2025 ▲▼ | Change ▲▼ | Q2 2025 ▲▼ | Q3 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| NVIDIA CORPORATION(NVDA) | 580,473 | 580,341 | -132 | 91,708,930 | 108,280,024 | 15.74% | +16,571,094 |
| ALPHABET INC(GOOG) | 177,280 | 177,519 | +239 | 31,242,055 | 43,154,869 | 6.27% | +11,912,814 |
| APPLE INC(AAPL) | 185,512 | 185,652 | +140 | 38,061,498 | 47,272,569 | 6.87% | +9,211,071 |
| CORNING INC(GLW) | 264,340 | 268,999 | +4,659 | 13,901,641 | 22,065,988 | 3.21% | +8,164,347 |
| LAM RESEARCH CORP(LRCX) | 164,520 | 164,378 | -142 | 16,014,377 | 22,010,215 | 3.20% | +5,995,838 |
| ABBVIE INC(ABBV) | 84,939 | 85,331 | +392 | 15,766,378 | 19,757,540 | 2.87% | +3,991,162 |
| MORGAN STANLEY(MS) | 197,574 | 198,163 | +589 | 27,830,274 | 31,499,991 | 4.58% | +3,669,717 |
| CHEVRON CORP NEW(CVX) | 0 | 21,110 | +21,110 | 0 | 3,278,172 | 0.48% | +3,278,172 |
| THERMO FISHER SCIENTIFIC INC(TMO) | 38,181 | 38,120 | -61 | 15,480,869 | 18,488,963 | 2.69% | +3,008,094 |
| JPMORGAN CHASE & CO.(JPM) | 110,531 | 110,720 | +189 | 32,044,043 | 34,924,410 | 5.08% | +2,880,367 |
| JOHNSON & JOHNSON(JNJ) | 67,035 | 67,625 | +590 | 10,239,597 | 12,539,028 | 1.82% | +2,299,431 |
| GE AEROSPACE(GE) | 31,326 | 31,607 | +281 | 8,063,000 | 9,508,018 | 1.38% | +1,445,018 |
| BANK AMERICA CORP | 292,184 | 292,345 | +161 | 13,826,147 | 15,082,079 | 2.19% | +1,255,932 |
| CATERPILLAR INC(CAT) | 11,658 | 11,744 | +86 | 4,525,753 | 5,603,650 | 0.81% | +1,077,897 |
| MICROSOFT CORP(MSFT) | 43,531 | 43,885 | +354 | 21,652,755 | 22,730,236 | 3.30% | +1,077,481 |
| SYSCO CORP(SYY) | 9,456 | 21,434 | +11,978 | 716,198 | 1,764,876 | 0.26% | +1,048,678 |
| ALNYLAM PHARMACEUTICALS INC(ALNY) | 6,824 | 7,105 | +281 | 2,225,239 | 3,239,880 | 0.47% | +1,014,641 |
| GE VERNOVA INC(GEV) | 7,368 | 7,936 | +568 | 3,898,778 | 4,879,847 | 0.71% | +981,069 |
| AGNICO EAGLE MINES LTD(AEM) | 13,370 | 14,377 | +1,007 | 1,590,095 | 2,423,388 | 0.35% | +833,293 |
| DIGITALBRIDGE GROUP INC(DBRG) | 0 | 57,317 | +57,317 | 0 | 670,609 | 0.10% | +670,609 |
| MEDTRONIC PLC(MDT) | 56,621 | 56,645 | +24 | 4,935,653 | 5,394,870 | 0.78% | +459,217 |
| ALPHABET INC(GOOG) | 6,560 | 6,660 | +100 | 1,163,679 | 1,622,043 | 0.24% | +458,364 |
| BROADCOM INC(AVGO) | 6,521 | 6,521 | 0 | 1,797,514 | 2,151,344 | 0.31% | +353,830 |
| DELL TECHNOLOGIES INC(DELL) | 18,282 | 18,282 | 0 | 2,241,374 | 2,591,840 | 0.38% | +350,466 |
| CISCO SYS INC(CSCO) | 190,922 | 198,470 | +7,548 | 13,246,169 | 13,579,318 | 1.97% | +333,149 |
| EXXON MOBIL CORP | 41,272 | 41,272 | 0 | 4,449,122 | 4,653,418 | 0.68% | +204,296 |
| CHARLES RIV LABS INTL INC(CRL) | 37,064 | 37,234 | +170 | 5,623,721 | 5,825,632 | 0.85% | +201,911 |
| 3M CO(MMM) | 69,883 | 69,833 | -50 | 10,638,988 | 10,836,685 | 1.58% | +197,697 |
| MERCK & CO INC(MRK) | 38,670 | 38,670 | 0 | 3,061,118 | 3,245,574 | 0.47% | +184,456 |
| SPDR S&P 500 ETF TR(SPY) | 3,582 | 3,582 | 0 | 2,213,139 | 2,386,257 | 0.35% | +173,118 |
| HERSHEY CO(HSY) | 8,000 | 8,000 | 0 | 1,327,600 | 1,496,400 | 0.22% | +168,800 |
| GENERAL DYNAMICS CORP(GD) | 3,000 | 3,000 | 0 | 874,980 | 1,023,000 | 0.15% | +148,020 |
| VERTIV HOLDINGS CO(VRT) | 4,600 | 4,600 | 0 | 590,686 | 693,956 | 0.10% | +103,270 |
| SHERWIN WILLIAMS CO(SHW) | 27,093 | 27,064 | -29 | 9,302,653 | 9,371,181 | 1.36% | +68,528 |
| VERALTO CORP(VLTO) | 9,414 | 9,414 | 0 | 950,344 | 1,003,627 | 0.15% | +53,283 |
| QUALCOMM INC(QCOM) | 5,745 | 5,745 | 0 | 914,949 | 955,739 | 0.14% | +40,790 |
| AMAZON COM INC(AMZN) | 135,497 | 135,546 | +49 | 29,726,687 | 29,761,836 | 4.33% | +35,149 |
| ISHARES TR | 6,295 | 6,295 | 0 | 390,416 | 410,812 | 0.06% | +20,396 |
| DANAHER CORPORATION(DHR) | 28,205 | 28,205 | 0 | 5,571,616 | 5,591,924 | 0.81% | +20,308 |
| CLEAN HARBORS INC(CLH) | 24,155 | 24,125 | -30 | 5,584,153 | 5,602,308 | 0.81% | +18,155 |
| ISHARES TR | 3,069 | 3,069 | 0 | 274,338 | 286,553 | 0.04% | +12,215 |
| PEPSICO INC(PEP) | 1,921 | 1,887 | -34 | 253,649 | 265,011 | 0.04% | +11,362 |
| DUKE ENERGY CORP NEW(DUK) | 1,811 | 1,811 | 0 | 213,698 | 224,112 | 0.03% | +10,414 |
| ENTERPRISE PRODS PARTNERS L(EPD) | 20,247 | 20,247 | 0 | 627,860 | 633,124 | 0.09% | +5,264 |
| AMERICAN WTR WKS CO INC NEW | 45,144 | 45,144 | 0 | 6,279,982 | 6,283,594 | 0.91% | +3,612 |
| AT&T INC(T) | 44,595 | 44,595 | 0 | 1,290,580 | 1,259,363 | 0.18% | -31,217 |
| MODERNA INC(MRNA) | 48,940 | 48,695 | -245 | 1,350,255 | 1,257,792 | 0.18% | -92,463 |
| ABBOTT LABS | 70,188 | 70,188 | 0 | 9,546,270 | 9,400,981 | 1.37% | -145,289 |
| AXON ENTERPRISE INC(AXON) | 10,975 | 12,446 | +1,471 | 9,086,642 | 8,931,748 | 1.30% | -154,894 |
| BRISTOL-MYERS SQUIBB CO(BMY) | 164,224 | 164,224 | 0 | 7,601,929 | 7,406,503 | 1.08% | -195,426 |
| PROCTER AND GAMBLE CO(PG) | 41,127 | 41,127 | 0 | 6,552,354 | 6,319,164 | 0.92% | -233,190 |
| TEXAS INSTRS INC(TXN) | 10,160 | 10,160 | 0 | 2,109,420 | 1,866,697 | 0.27% | -242,723 |
| INTERNATIONAL BUSINESS MACHS(IBM) | 23,102 | 23,119 | +17 | 6,810,008 | 6,523,258 | 0.95% | -286,750 |
| METLIFE INC(MET) | 3,990 | 0 | -3,990 | 320,876 | 0 | — | -320,876 |
| COCA COLA CO(KO) | 65,698 | 65,208 | -490 | 4,648,134 | 4,324,595 | 0.63% | -323,539 |
| VERTEX PHARMACEUTICALS INC(VRTX) | 7,855 | 7,855 | 0 | 3,497,046 | 3,076,333 | 0.45% | -420,713 |
| PAYPAL HLDGS INC(PYPL) | 60,187 | 60,187 | 0 | 4,473,098 | 4,036,141 | 0.59% | -436,957 |
| EOG RES INC(EOG) | 70,759 | 70,003 | -756 | 8,463,484 | 7,848,737 | 1.14% | -614,747 |
| VISA INC(V) | 62,972 | 62,981 | +9 | 22,358,209 | 21,500,454 | 3.13% | -857,755 |
| CARRIER GLOBAL CORPORATION(CARR) | 67,744 | 67,078 | -666 | 4,958,184 | 4,004,557 | 0.58% | -953,627 |
| ELI LILLY & CO(LLY) | 55,725 | 55,615 | -110 | 43,439,310 | 42,434,245 | 6.17% | -1,005,065 |
| DEERE & CO(DE) | 27,710 | 27,705 | -5 | 14,090,258 | 12,668,389 | 1.84% | -1,421,869 |
| COMCAST CORP NEW(CCZ) | 48,488 | 0 | -48,488 | 1,730,537 | 0 | — | -1,730,537 |
| PFIZER INC(PFE) | 94,753 | 0 | -94,753 | 2,296,813 | 0 | — | -2,296,813 |
| OTIS WORLDWIDE CORP(OTIS) | 25,279 | 0 | -25,279 | 2,503,127 | 0 | — | -2,503,127 |
| HESS CORP | 20,615 | 0 | -20,615 | 2,856,003 | 0 | — | -2,856,003 |