Fund HoldingsJ.P. Marvel Investment Advisors, LLC

Total Portfolio Value
$504.82M
Total Bought
$7.70M
Total Sold
$47.31M
Net Transaction
-$39.61M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
NVIDIA CORPORATION(NVDA)89,57088,361-1,20938,96243,7588.67%+4,796
APPLE INC(AAPL)210,367208,790-1,57736,01740,1987.96%+4,181
AMAZON COM INC(AMZN)135,237134,837-40017,19120,4874.06%+3,296
JPMORGAN CHASE & CO(JPM)111,161110,766-39516,12118,8413.73%+2,721
LAM RESEARCH CORP(LRCX)16,81216,812010,53713,1682.61%+2,631
MICROSOFT CORP(MSFT)44,71744,472-24514,11916,7233.31%+2,604
ADOBE INC(ADBE)04,299+4,29902,5650.51%+2,565
ELI LILLY & CO(LLY)56,35556,071-28430,27032,6856.47%+2,415
MORGAN STANLEY(MS)204,493200,683-3,81016,70118,7143.71%+2,013
INTEL CORP(INTC)112,362118,157+5,7953,9945,9371.18%+1,943
VISA INC(V)63,59863,398-20014,62816,5063.27%+1,877
ALPHABET INC(GOOG)205,540204,720-82026,89728,5975.66%+1,700
CHARLES RIV LABS INTL INC(CRL)38,80238,777-257,6049,1671.82%+1,562
BANK AMERICA CORP277,584271,514-6,0707,6009,1421.81%+1,542
SHERWIN WILLIAMS CO(SHW)26,56726,477-906,7768,2581.64%+1,482
CVS HEALTH CORP(CVS)56,22467,964+11,7403,9265,3661.06%+1,441
INTRA-CELLULAR THERAPIES INC65,15664,886-2703,3944,6470.92%+1,253
AKAMAI TECHNOLOGIES INC(AKAM)88,15987,909-2509,39210,4042.06%+1,012
ABBOTT LABS70,14870,14806,7947,7211.53%+927
VERALTO CORP(VLTO)010,612+10,61208730.17%+873
ADVANCED MICRO DEVICES INC(AMD)19,55019,55002,0102,8820.57%+872
THERMO FISHER SCIENTIFIC INC(TMO)39,19538,928-26719,83920,6634.09%+823
BROADCOM INC(AVGO)0587+58706550.13%+655
DEERE & CO(DE)27,79627,666-13010,49011,0632.19%+573
ABBVIE INC(ABBV)85,43085,380-5012,73413,2312.62%+497
INTERNATIONAL BUSINESS MACHS(IBM)19,87519,855-202,7883,2470.64%+459
GENERAL ELECTRIC CO(GE)24,54124,54102,7133,1320.62%+419
VERTEX PHARMACEUTICALS INC(VRTX)6,2206,22002,1632,5310.50%+368
AMERICAN WTR WKS CO INC NEW45,29445,234-605,6095,9701.18%+362
CATERPILLAR INC(CAT)12,32412,169-1553,3643,5980.71%+234
MEDTRONIC PLC(MDT)57,53657,53604,5094,7400.94%+231
MERCK & CO INC(MRK)40,51040,350-1604,1714,3990.87%+228
VERTIV HOLDINGS CO(VRT)04,600+4,60002210.04%+221
MCDONALDS CORP(MCD)7,8897,700-1892,0782,2830.45%+205
CENTENE CORP DEL(CNC)46,81545,915-9003,2253,4070.67%+183
SPDR S&P 500 ETF TR(SPY)3,5933,59301,5361,7080.34%+172
GOODYEAR TIRE & RUBR CO(GT)112,797109,522-3,2751,4021,5680.31%+166
OTIS WORLDWIDE CORP(OTIS)22,06921,604-4651,7721,9330.38%+161
COCA COLA CO(KO)67,47866,589-8893,7773,9240.78%+147
AGNICO EAGLE MINES LTD(AEM)13,45013,45006117380.15%+126
CLEAN HARBORS INC(CLH)24,70724,417-2904,1354,2610.84%+126
TEXAS INSTRS INC(TXN)10,16010,16001,6161,7320.34%+116
GENERAL DYNAMICS CORP(GD)3,0003,00006637790.15%+116
CARRIER GLOBAL CORPORATION(CARR)56,51556,305-2103,1203,2350.64%+115
SYSCO CORP(SYY)9,4769,431-456266900.14%+64
VERIZON COMMUNICATIONS INC(VZ)11,12111,12103604190.08%+59
ALNYLAM PHARMACEUTICALS INC(ALNY)4,0004,00007087660.15%+57
ALPHABET INC(GOOG)6,2006,20008178740.17%+56
DELL TECHNOLOGIES INC(DELL)11,25210,789-4637758250.16%+50
STARBUCKS CORP(SBUX)21,88021,300-5801,9972,0450.41%+48
ISHARES TR1,2591,25903143490.07%+35
PROCTER AND GAMBLE CO(PG)41,26141,26106,0186,0461.20%+28
ISHARES TR3,0693,06902122310.05%+20
JOHNSON & JOHNSON(JNJ)67,45967,119-34010,50710,5202.08%+13
METLIFE INC(MET)3,9903,99002512640.05%+13
PEPSICO INC(PEP)1,9361,93603283290.07%+1
ENTERPRISE PRODS PARTNERS L(EPD)20,24720,24705545340.11%-21
CORNING INC(GLW)255,590254,130-1,4607,7887,7381.53%-50
COMCAST CORP NEW(CCZ)55,93455,274-6602,4802,4240.48%-56
ENPHASE ENERGY INC(ENPH)2,7902,110-6803352790.06%-56
HERSHEY CO(HSY)8,0008,00001,6011,4920.30%-109
MODERNA INC(MRNA)46,11246,037-754,7634,5780.91%-185
HESS CORP21,89721,777-1203,3503,1390.62%-211
MOSAIC CO NEW(MOS)54,15743,287-10,8701,9281,5470.31%-381
EOG RES INC(EOG)71,89071,580-3109,1138,6581.71%-455
CISCO SYS INC(CSCO)189,598188,853-74510,1939,5411.89%-652
DANAHER CORPORATION(DHR)31,93731,177-7607,9247,2121.43%-711
VMWARE INC4,7530-4,7537910-791
FORD MTR CO DEL(F)178,135114,730-63,4052,2121,3990.28%-814
EXXON MOBIL CORP42,32841,128-1,2004,9774,1120.81%-865
AES CORP(AES)76,4700-76,4701,1620-1,162
BRISTOL-MYERS SQUIBB CO(BMY)174,520168,396-6,12410,1298,6401.71%-1,489
PFIZER INC(PFE)212,044156,704-55,3407,0344,5120.89%-2,522
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