Portfolio (Quarterly) Guide ↗

J.P. Marvel Investment Advisors, LLC

· CIK 0001426755

13F Portfolio $720M AUM 60 positions Filed Jan 29, 2026 EDGAR ↗ ← All Funds

Q4 2025 Q3 2025 · All 2 Added 16 Reduced 1 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	PYPL	PAYPAL HLDGS INC	Financial Services	60,187	$4.0M	0.59%	SOLD

Sector Allocation

Technology 35.2%

Healthcare 22.5%

Financial Services 15.4%

Communication Services 8.2%

Industrials 8.1%

Consumer Cyclical 4.1%

Energy 1.9%

Consumer Defensive 1.8%

Utilities 1.6%

Basic Materials 1.1%