J.P. Marvel Investment Advisors, LLC

Q3 2025 13F-HR Holdings

Location
Boston, MA
Holdings as of
9/30/2025
Date filed
11/12/2025
Form type
13F-HR
Num holdings
61
Total value ($000)
$687,923
Net value change ($000)
+66,899 (10.8%)
New positions
2
Sold out positions
5
Turnover %
2.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/14/2025 Next filing: 1/29/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
NVDA 16,571 18.1%
GOOGL 11,913 38.1%
AAPL 9,212 24.2%
GLW 8,164 58.7%
LRCX 5,996 37.4%
ABBV 3,992 25.3%
MS 3,670 13.2%
CVX 3,278 NEW
TMO 3,008 19.4%
JPM 2,880 9.0%
Top Reduces (Value $000, Stocks/ETFs)
AHC -2,856 -100.0%
OTIS -2,503 -100.0%
PFE -2,297 -100.0%
CMCSA -1,731 -100.0%
DE -1,422 -10.1%
LLY -1,005 -2.3%
CARR -953 -19.2%
V -858 -3.8%
EOG -614 -7.3%
PYPL -437 -9.8%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type