Fund HoldingsJ.P. Marvel Investment Advisors, LLC

Total Portfolio Value
$720.13M
Total Bought
$497.9K
Total Sold
$48.05M
Net Transaction
-$47.56M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
ELI LILLY & CO(LLY)55,61555,615042,43459,7688.30%+17,334
ALPHABET INC(GOOG)177,519177,503-1643,15555,5587.72%+12,404
LAM RESEARCH CORP(LRCX)164,378164,288-9022,01028,1233.91%+6,113
MORGAN STANLEY(MS)198,163198,163031,50035,1804.89%+3,680
THERMO FISHER SCIENTIFIC INC(TMO)38,12038,120018,48922,0893.07%+3,600
APPLE INC(AAPL)185,652185,652047,27350,4717.01%+3,199
CHARLES RIV LABS INTL INC(CRL)37,23437,23405,8267,4271.03%+1,602
JOHNSON & JOHNSON(JNJ)67,62567,625012,53913,9951.94%+1,456
BRISTOL-MYERS SQUIBB CO(BMY)164,224164,004-2207,4078,8461.23%+1,440
CATERPILLAR INC(CAT)11,74411,734-105,6046,7220.93%+1,118
CISCO SYS INC(CSCO)198,470189,220-9,25013,57914,5762.02%+996
DANAHER CORPORATION(DHR)28,20528,185-205,5926,4520.90%+860
JPMORGAN CHASE & CO.(JPM)110,720110,687-3334,92435,6664.95%+741
CORNING INC(GLW)268,999258,884-10,11522,06622,6683.15%+602
VISA INC(V)62,98162,801-18021,50022,0253.06%+524
VERTEX PHARMACEUTICALS INC(VRTX)7,8557,85503,0763,5610.49%+485
ALPHABET INC(GOOG)6,6606,66001,6222,0900.29%+468
EXXON MOBIL CORP41,27241,622+3504,6535,0090.70%+355
3M CO(MMM)69,83369,833010,83711,1801.55%+344
INTERNATIONAL BUSINESS MACHS(IBM)23,11923,11906,5236,8480.95%+325
GE VERNOVA INC(GEV)7,9367,93604,8805,1870.72%+307
GE AEROSPACE(GE)31,60731,60709,5089,7361.35%+228
DEERE & CO(DE)27,70527,650-5512,66812,8731.79%+205
BANK AMERICA CORP292,345277,327-15,01815,08215,2532.12%+171
MEDTRONIC PLC(MDT)56,64557,645+1,0005,3955,5370.77%+143
BROADCOM INC(AVGO)6,5216,52102,1512,2570.31%+106
DIGITALBRIDGE GROUP INC(DBRG)57,31749,721-7,5966717630.11%+92
SPDR S&P 500 ETF TR(SPY)3,5823,58202,3862,4430.34%+56
CLEAN HARBORS INC(CLH)24,12524,12505,6025,6570.79%+55
VERTIV HOLDINGS CO(VRT)4,6004,60006947450.10%+51
QUALCOMM INC(QCOM)5,7455,74509569830.14%+27
ENTERPRISE PRODS PARTNERS L(EPD)20,24720,24706336490.09%+16
AGNICO EAGLE MINES LTD(AEM)14,37714,37702,4232,4370.34%+14
ISHARES TR3,0693,06902872950.04%+8
PEPSICO INC(PEP)1,8871,88702652710.04%+6
ISHARES TR6,2956,29504114150.06%+5
DUKE ENERGY CORP NEW(DUK)1,8111,81102242120.03%-12
GENERAL DYNAMICS CORP(GD)3,0003,00001,0231,0100.14%-13
AMAZON COM INC(AMZN)135,546128,767-6,77929,76229,7224.13%-40
HERSHEY CO(HSY)8,0008,00001,4961,4560.20%-41
VERALTO CORP(VLTO)9,4149,41401,0049390.13%-64
MODERNA INC(MRNA)48,69539,495-9,2001,2581,1650.16%-93
TEXAS INSTRS INC(TXN)10,16010,16001,8671,7630.24%-104
AT&T INC(T)44,59544,59501,2591,1080.15%-152
SYSCO CORP(SYY)21,43421,43401,7651,5790.22%-185
MERCK & CO INC(MRK)38,67028,670-10,0003,2463,0180.42%-228
DELL TECHNOLOGIES INC(DELL)18,28218,28202,5922,3010.32%-291
CHEVRON CORP NEW(CVX)21,11019,409-1,7013,2782,9580.41%-320
COCA COLA CO(KO)65,20857,108-8,1004,3253,9920.55%-332
AMERICAN WTR WKS CO INC NEW45,14445,14406,2845,8910.82%-392
ALNYLAM PHARMACEUTICALS INC(ALNY)7,1057,10503,2402,8250.39%-415
ABBOTT LABS70,18870,18809,4018,7941.22%-607
PROCTER AND GAMBLE CO(PG)41,12739,430-1,6976,3195,6510.78%-668
ABBVIE INC(ABBV)85,33180,331-5,00019,75818,3552.55%-1,403
CARRIER GLOBAL CORPORATION(CARR)67,07849,011-18,0674,0052,5900.36%-1,415
AXON ENTERPRISE INC(AXON)12,44612,44608,9327,0680.98%-1,863
MICROSOFT CORP(MSFT)43,88541,694-2,19122,73020,1642.80%-2,566
EOG RES INC(EOG)70,00347,161-22,8427,8494,9520.69%-2,896
SHERWIN WILLIAMS CO(SHW)27,06417,746-9,3189,3715,7500.80%-3,621
PAYPAL HLDGS INC(PYPL)60,1870-60,1874,0360-4,036
NVIDIA CORPORATION(NVDA)580,341552,876-27,465108,280103,11114.32%-5,169
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