Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Lowell Blake & Associates Inc. (CIK 1816635) reported $354.8M across 62 reported positions in its SEC 13F filing for 2023-09-30. Largest positions: NVDA ($30.5M, 8.60%), MSFT ($27.9M, 7.87%), AAPL ($22.0M, 6.21%), GOOGL ($20.4M, 5.76%), V ($17.1M, 4.82%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $30.5M | 8.60% | 2.3M | Added |
| 2 | MSFT | MICROSOFT CORP | $27.9M | 7.87% | 259,837 | Added |
| 3 | AAPL | APPLE INC | $22.0M | 6.21% | 128,661 | Added |
| 4 | GOOGL | ALPHABET INC | $20.4M | 5.76% | 156,140 | Added |
| 5 | V | VISA INC | $17.1M | 4.82% | 74,383 | Added |
| 6 | PG | PROCTER AND GAMBLE CO | $17.1M | 4.81% | 117,026 | Added |
| 7 | AMZN | AMAZON COM INC | $16.6M | 4.67% | 130,333 | Added |
| 8 | PEP | PEPSICO INC | $15.4M | 4.34% | 90,937 | Added |
| 9 | JNJ | JOHNSON & JOHNSON | $14.9M | 4.21% | 95,857 | Added |
| 10 | CNI | CANADIAN NATL RY CO | $14.1M | 3.96% | 129,807 | Added |
| 11 | ATR | APTARGROUP INC | $13.7M | 3.87% | 109,913 | Added |
| 12 | HD | HOME DEPOT INC | $13.6M | 3.83% | 44,974 | Added |
| 13 | NKE | NIKE INC | $10.1M | 2.85% | 170,573 | Added |
| 14 | EW | EDWARDS LIFESCIENCES CORP | $9.9M | 2.80% | 143,242 | Added |
| 15 | KDP | KEURIG DR PEPPER INC | $9.3M | 2.63% | 296,087 | Trimmed |
| 16 | ALC | ALCON AG | $9.1M | 2.56% | 117,729 | Added |
| 17 | EMR | EMERSON ELEC CO | $7.6M | 2.15% | 79,148 | Added |
| 18 | EPD | ENTERPRISE PRODS PARTNERS L | $7.5M | 2.12% | 274,922 | Added |
| 19 | PAR | PAR TECHNOLOGY CORP | $6.9M | 1.95% | 179,529 | Added |
| 20 | COP | CONOCOPHILLIPS | $6.8M | 1.90% | 56,364 | Added |
| 21 | TYL | TYLER TECHNOLOGIES INC | $6.0M | 1.68% | 15,479 | Added |
| 22 | UNP | UNION PAC CORP | $5.9M | 1.66% | 28,901 | Added |
| 23 | ECL | ECOLAB INC | $5.1M | 1.45% | 30,340 | Added |
| 24 | JJSF | J & J SNACK FOODS CORP | $4.9M | 1.37% | 29,729 | Added |
| 25 | AMT | AMERICAN TOWER CORP NEW | $4.7M | 1.34% | 28,874 | Added |
Source: SEC Form 13F filings · as of 2023-09-30