LB

Lowell Blake & Associates Inc.

13F
Lowell Blake & Associates Inc.
Last update 2023-11-14 63 Stocks (2 new)
Value $355.00 Mil Turnover 22 %
Countries:
Top Holdings: NVDA(8.60%)MSFT(7.87%)AAPL(6.21%)GOOGL(5.76%)V(4.82%)
Summary Stock Picks Current Portfolio
Lowell Blake & Associates Inc.... Top Holdings of 2023-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
NVDA
NVIDIA Corp
22,866,640
30,497.8
+3,133.59%
8.600
+8.33%
0.090
+69.89%
+28.41%
4,204,658.7
Semiconductors
MSFT
Microsoft Corp
259,837
27,922.5
+202.19%
7.870
+5.27%
0.000
+38.94%
+21.47%
3,790,969.0
Software
AAPL
Apple Inc
128,661
22,028.1
+0.25%
6.210
+0.02%
0.000
+7.35%
-15.47%
3,154,147.7
Hardware
GOOGL
Alphabet Inc
156,140
20,432.5
+7.19%
5.760
+0.39%
0.000
+22.57%
-2.01%
2,250,461.0
Interactive Media
V
Visa Inc
74,383
17,109.0
+6.06%
4.820
+0.28%
0.000
+6.07%
+10.81%
681,869.3
Credit Services
PG
Procter & Gamble Co
117,026
17,069.5
+5.91%
4.810
+0.27%
0.000
-7.91%
-5.70%
363,638.5
Consumer Packaged Goods
AMZN
Amazon.com Inc
130,333
16,568.0
+8.13%
4.670
+0.35%
0.000
+31.01%
+3.07%
2,400,675.8
Retail - Cyclical
PEP
PepsiCo Inc
90,937
15,408.4
+4.96%
4.340
+0.21%
0.010
+1.38%
-3.93%
196,106.6
Beverages - Non-Alcoholic
JNJ
Johnson & Johnson
95,857
14,929.9
+4.68%
4.210
+0.19%
0.000
+4.85%
+15.08%
393,874.2
Drug Manufacturers
CNI
Canadian National Railway Co
129,807
14,062.1
+6.37%
3.960
+0.24%
0.020
+0.96%
-0.76%
62,398.5
Transportation

Lowell Blake & Associates Inc.'s Historical Top Holdings Breakdowns

Lowell Blake & Associates Inc.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
NVDA
NVIDIA Corp
2023-09-30
Add
Add
+8.33%
●
40.86 ($44.8) 49.36
$172.41
284.84%
Add 3133.59%
22,866,640
2,215,948
MSFT
Microsoft Corp
2023-09-30
Add
Add
+5.27%
●
312.14 ($330.44) 359.49
$510.05
54.35%
Add 202.19%
259,837
173,852
NKE
Nike Inc
2023-09-30
Add
Add
+1.25%
●
89.42 ($102.86) 110.48
$72.47
-29.55%
Add 78.23%
170,573
74,867
GOOG
Alphabet Inc
2023-09-30
Add
Add
+0.69%
●
116.87 ($130.02) 138.99
$185.94
43.01%
Add 131.15%
65,373
37,091
GGG
Graco Inc
2023-09-30
Add
Add
+0.66%
●
72.08 ($79.02) 87.42
$86.81
9.86%
Add 137.06%
119,892
69,318
TMO
Thermo Fisher Scientific Inc
2023-09-30
Add
Add
+0.47%
●
498.29 ($532.87) 574.41
$414.75
-22.17%
Add 136.96%
5,770
3,335
GOOGL
Alphabet Inc
2023-09-30
Add
Add
+0.39%
●
116.45 ($129.36) 138.21
$185.06
43.06%
Add 7.19%
156,140
10,470
AMZN
Amazon.com Inc
2023-09-30
Add
Add
+0.35%
●
125.98 ($134) 144.85
$226.13
68.75%
Add 8.13%
130,333
9,799
HD
The Home Depot Inc
2023-09-30
Add
Add
+0.35%
●
301.82 ($321.6) 333.84
$359.40
11.75%
Add 10.21%
44,974
4,166
AMT
American Tower Corp
2023-09-30
Add
Add
+0.31%
●
159.69 ($182.65) 198.36
$224.77
23.06%
Add 30.1%
28,874
6,680

Lowell Blake & Associates Inc. Total Holding History ($B)

To

Lowell Blake & Associates Inc.'s Asset Allocation

To

Lowell Blake & Associates Inc. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Lowell Blake & Associates Inc.'s Hypothetical Growth since 2023-09-30

Lowell Blake & Associates Inc.'s Yearly Returns

Year Portfolio % % Excess Gain %

Lowell Blake & Associates Inc.'s Holdings Heat Map

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Lowell Blake & Associates Inc.'s Holdings Bubble Chart

Lowell Blake & Associates Inc. News

  • 1

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