Lowell Blake & Associates Inc.

data from 30/09/2023

Capitalization

$ 354.769 M 2.91 %

Average holding period

11 ans

Performance

$ 61.372 M 42.46 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in Lowell Blake & Associates Inc.

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2023/09/30 NVDA NVIDIA CORPORATION 8.60% 30.498 M $ 2286664 2019/12/31 848.592 K $ 2.84 %
2023/09/30 MSFT MICROSOFT CORP 7.87% 27.923 M $ 259837 2019/12/31 -2.132 M $ -7.28 %
2023/09/30 AAPL APPLE INC 6.21% 22.028 M $ 128661 2019/12/31 -2.921 M $ -11.73 %
2023/09/30 GOOGL ALPHABET INC 5.76% 20.432 M $ 156140 2019/12/31 1.626 M $ 9.32 %
2023/09/30 V VISA INC 4.82% 17.109 M $ 74383 2019/12/31 -523.871 K $ -3.15 %
2023/09/30 PG PROCTER AND GAMBLE CO 4.81% 17.069 M $ 117026 2019/12/31 -649.734 K $ -3.88 %
2023/09/30 AMZN AMAZON COM INC 4.67% 16.568 M $ 130333 2019/12/31 -390.530 K $ -2.49 %
2023/09/30 PEP PEPSICO INC 4.34% 15.408 M $ 90937 2019/12/31 -1.367 M $ -8.52 %
2023/09/30 JNJ JOHNSON & JOHNSON 4.21% 14.930 M $ 95857 2019/12/31 -894.619 K $ -5.90 %
2023/09/30 CNI CANADIAN NATL RY CO 3.96% 14.062 M $ 129807 2019/12/31 -1.555 M $ -10.52 %
2023/09/30 ATR APTARGROUP INC 3.87% 13.744 M $ 109913 2019/12/31 952.498 K $ 7.92 %
2023/09/30 HD HOME DEPOT INC 3.83% 13.590 M $ 44974 2019/12/31 -346.051 K $ -2.73 %
2023/09/30 NKE NIKE INC 2.85% 10.119 M $ 170573 2019/12/31 -1.412 M $ -13.36 %
2023/09/30 EW EDWARDS LIFESCIENCES CORP 2.80% 9.924 M $ 143242 2019/12/31 -3.260 M $ -26.56 %
2023/09/30 KDP KEURIG DR PEPPER INC 2.63% 9.347 M $ 296087 2019/12/31 91.942 K $ 0.96 %
2023/09/30 ALC ALCON AG 2.56% 9.072 M $ 117729 2019/12/31 -556.600 K $ -6.15 %
2023/09/30 EMR EMERSON ELEC CO 2.15% 7.643 M $ 79148 2019/12/31 457.375 K $ 6.84 %
2023/09/30 EPD ENTERPRISE PRODS PARTNERS L 2.12% 7.525 M $ 274922 2019/12/31 269.816 K $ 3.87 %
2023/09/30 PAR PAR TECHNOLOGY CORP 1.95% 6.919 M $ 179529 2019/12/31 919.316 K $ 17.04 %
2023/09/30 COP CONOCOPHILLIPS 1.90% 6.753 M $ 56364 2019/12/31 886.062 K $ 15.63 %
2023/09/30 TYL TYLER TECHNOLOGIES INC 1.68% 5.977 M $ 15479 2019/12/31 -409.667 K $ -7.28 %
2023/09/30 UNP UNION PAC CORP 1.66% 5.885 M $ 28901 2019/12/31 -27.268 K $ -0.48 %
2023/09/30 ECL ECOLAB INC 1.45% 5.140 M $ 30340 2019/12/31 -423.017 K $ -9.26 %
2023/09/30 JJSF J & J SNACK FOODS CORP 1.37% 4.865 M $ 29729 2019/12/31 145.665 K $ 3.34 %
2023/09/30 AMT AMERICAN TOWER CORP NEW 1.34% 4.748 M $ 28874 2020/09/30 -654.501 K $ -15.21 %
2023/09/30 GOOG ALPHABET INC 1.21% 4.288 M $ 65373 2019/12/31 307.708 K $ 8.99 %
2023/09/30 GGG GRACO INC 1.15% 4.086 M $ 119892 2020/09/30 -681.231 K $ -15.60 %
2023/09/30 NVO NOVO-NORDISK A S 0.89% 3.147 M $ 34610 2019/12/31 296.211 K $ 12.38 %
2023/09/30 TMO THERMO FISHER SCIENTIFIC INC 0.82% 2.921 M $ 5770 2019/12/31 -37.937 K $ -2.99 %
2023/09/30 MTD METTLER TOLEDO INTERNATIONAL 0.81% 2.887 M $ 2605 2019/12/31 -351.361 K $ -15.52 %
2023/09/30 VNT VONTIER CORPORATION 0.63% 2.250 M $ 72778 2022/12/31 -58.666 K $ -4.01 %
2023/09/30 NVS NOVARTIS AG 0.60% 2.117 M $ 20785 2019/12/31 19.264 K $ 0.89 %
2023/09/30 ORCL ORACLE CORP 0.45% 1.589 M $ 15000 2021/03/31 -197.550 K $ -11.06 %
2023/09/30 SPGI S&P GLOBAL INC 0.42% 1.503 M $ 4112 2023/03/31 -81.142 K $ -8.85 %
2023/09/30 GPC GENUINE PARTS CO 0.37% 1.302 M $ 9020 2021/03/31 -216.691 K $ -14.68 %
2023/09/30 UL UNILEVER PLC 0.28% 982.423 K $ 19887 2019/12/31 -49.036 K $ -5.24 %
2023/09/30 COST COSTCO WHSL CORP NEW 0.27% 968.906 K $ 1715 2021/09/30 40.268 K $ 4.94 %
2023/09/30 ROL ROLLINS INC 0.22% 795.054 K $ 21298 2021/03/31 -117.139 K $ -12.84 %
2023/09/30 IVV ISHARES TR 0.22% 771.603 K $ 1796 2021/06/30 -31.680 K $ -3.65 %
2023/09/30 WCN WASTE CONNECTIONS INC 0.20% 706.015 K $ 5257 2023/06/30 -22.671 K $ -6.04 %
2023/09/30 SON SONOCO PRODS CO 0.18% 638.613 K $ 11750 2019/12/31 -56.507 K $ -7.91 %
2023/09/30 NEE NEXTERA ENERGY INC 0.16% 553.607 K $ 9663 2021/06/30 -166.783 K $ -22.79 %
2023/09/30 BRK-B BERKSHIRE HATHAWAY INC DEL 0.15% 533.857 K $ 1524 2020/09/30 14.173 K $ 2.73 %
2023/09/30 AZO AUTOZONE INC 0.15% 528.318 K $ 208 2022/03/31 9.699 K $ 1.87 %
2023/09/30 SWK STANLEY BLACK & DECKER INC 0.12% 442.305 K $ 5292 2022/06/30 -53.607 K $ -10.81 %
2023/09/30 WIRE ENCORE WIRE CORP 0.11% 399.405 K $ 2189 2021/09/30 -7.595 K $ -1.87 %
2023/09/30 VO VANGUARD INDEX FDS 0.11% 398.447 K $ 1913 2021/06/30 -22.802 K $ -5.41 %
2023/09/30 AMGN AMGEN INC 0.10% 345.590 K $ 1285 2021/06/30 60.060 K $ 21.04 %
2023/09/30 FUTY FIDELITY COVINGTON TRUST 0.09% 316.339 K $ 8342 2021/06/30 -36.371 K $ -10.31 %
2023/09/30 MTUM ISHARES TR 0.09% 308.067 K $ 2205 2021/06/30 -10.032 K $ -3.15 %
2023/09/30 XOM EXXON MOBIL CORP 0.08% 291.951 K $ 2483 2022/03/31 25.649 K $ 9.63 %
2023/09/30 SCHM SCHWAB STRATEGIC TR 0.08% 270.802 K $ 4001 2021/06/30 -13.443 K $ -4.73 %
2023/09/30 ADP AUTOMATIC DATA PROCESSING IN 0.07% 257.421 K $ 1070 2023/09/30 0.000 $ 0.00 %
2023/09/30 HSIC HENRY SCHEIN INC 0.07% 256.905 K $ 3460 2023/06/30 -17.289 K $ -8.45 %
2023/09/30 AFL AFLAC INC 0.07% 251.280 K $ 3274 2022/12/31 22.754 K $ 9.96 %
2023/09/30 INTC INTEL CORP 0.07% 240.993 K $ 6779 2023/06/30 13.248 K $ 6.31 %
2023/09/30 BAC BANK AMERICA CORP 0.06% 217.260 K $ 7935 2022/06/30 -10.394 K $ -4.57 %
2023/09/30 CSX CSX CORP 0.06% 214.666 K $ 6981 2022/12/31 -23.386 K $ -9.82 %
2023/09/30 PH PARKER-HANNIFIN CORP 0.06% 214.204 K $ 549 2023/06/30 -285.000 $ -0.13 %
2023/09/30 TER TERADYNE INC 0.06% 202.945 K $ 2020 2023/03/31 -21.957 K $ -9.76 %
2023/09/30 IEFA ISHARES TR 0.06% 201.195 K $ 3126 2023/03/31 -9.846 K $ -4.67 %
2023/09/30 BDX BECTON DICKINSON & CO 0.03% 92.377 K $ 64821 2023/09/30 0.000 $ 0.00 %
2023/09/30 IPGP IPG PHOTONICS CORP 0.00% 0.000 $ 0 2019/12/31 0.000 $ 0.00 %