StockDriftsStockDriftsTop 50 Lowell Blake & Associates Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 8.6% | 2.29M | $30.5M | +3133.59%(+2.22M) | — | 2023-09-30 | |
| MSFT | MICROSOFT CORP | 7.87% | 259.8K | $27.9M | +202.19%(+173.85K) | — | 2023-09-30 | |
| AAPL | APPLE INC | 6.21% | 128.7K | $22.0M | +0.25%(+324) | — | 2023-09-30 | |
| GOOGL | ALPHABET INC | 5.76% | 156.1K | $20.4M | +7.19%(+10.47K) | — | 2023-09-30 | |
| V | VISA INC | 4.82% | 74.4K | $17.1M | +6.06%(+4.25K) | — | 2023-09-30 | |
| PG | PROCTER AND GAMBLE CO | 4.81% | 117.0K | $17.1M | +5.91%(+6.53K) | — | 2023-09-30 | |
| AMZN | AMAZON COM INC | 4.67% | 130.3K | $16.6M | +8.13%(+9.80K) | — | 2023-09-30 | |
| PEP | PEPSICO INC | 4.34% | 90.9K | $15.4M | +4.96%(+4.30K) | — | 2023-09-30 | |
| JNJ | JOHNSON & JOHNSON | 4.21% | 95.9K | $14.9M | +4.68%(+4.29K) | — | 2023-09-30 | |
| CNI | CANADIAN NATL RY CO | 3.96% | 129.8K | $14.1M | +6.37%(+7.77K) | — | 2023-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Lowell Blake & Associates Inc. reports $354.77M in US-listed equity holdings across 62 positions in its most recent 13F filing. Its largest disclosed positions are NVDA (8.6%), MSFT (7.9%) and AAPL (6.2%). Figures reflect the Q3 2023 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Lowell Blake & Associates Inc.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1816635). View Lowell Blake & Associates Inc.’s 13F filings on SEC