Lowell Blake & Associates Inc. 13F 持仓 · 最近申报 2023年Q3
Lowell Blake & Associates 在 2023年Q3（报告期截至 2023-09-30）的 SEC 13F 申报中报告了 62 只证券，申报市值合计 3.55 亿美元。前几大持仓：NVDA（8.60%）、MSFT（7.87%）、AAPL（6.21%）。本季前 25 大持仓中：增持 24 只、减持 1 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $30.5M | 8.60% | 2.3M | 增持 |
| 2 | MSFT | MICROSOFT CORP | $27.9M | 7.87% | 259,837 | 增持 |
| 3 | AAPL | APPLE INC | $22.0M | 6.21% | 128,661 | 增持 |
| 4 | GOOGL | ALPHABET INC | $20.4M | 5.76% | 156,140 | 增持 |
| 5 | V | VISA INC | $17.1M | 4.82% | 74,383 | 增持 |
| 6 | PG | PROCTER AND GAMBLE CO | $17.1M | 4.81% | 117,026 | 增持 |
| 7 | AMZN | AMAZON COM INC | $16.6M | 4.67% | 130,333 | 增持 |
| 8 | PEP | PEPSICO INC | $15.4M | 4.34% | 90,937 | 增持 |
| 9 | JNJ | JOHNSON & JOHNSON | $14.9M | 4.21% | 95,857 | 增持 |
| 10 | CNI | CANADIAN NATL RY CO | $14.1M | 3.96% | 129,807 | 增持 |
| 11 | ATR | APTARGROUP INC | $13.7M | 3.87% | 109,913 | 增持 |
| 12 | HD | HOME DEPOT INC | $13.6M | 3.83% | 44,974 | 增持 |
| 13 | NKE | NIKE INC | $10.1M | 2.85% | 170,573 | 增持 |
| 14 | EW | EDWARDS LIFESCIENCES CORP | $9.9M | 2.80% | 143,242 | 增持 |
| 15 | KDP | KEURIG DR PEPPER INC | $9.3M | 2.63% | 296,087 | 减持 |
| 16 | ALC | ALCON AG | $9.1M | 2.56% | 117,729 | 增持 |
| 17 | EMR | EMERSON ELEC CO | $7.6M | 2.15% | 79,148 | 增持 |
| 18 | EPD | ENTERPRISE PRODS PARTNERS L | $7.5M | 2.12% | 274,922 | 增持 |
| 19 | PAR | PAR TECHNOLOGY CORP | $6.9M | 1.95% | 179,529 | 增持 |
| 20 | COP | CONOCOPHILLIPS | $6.8M | 1.90% | 56,364 | 增持 |
| 21 | TYL | TYLER TECHNOLOGIES INC | $6.0M | 1.68% | 15,479 | 增持 |
| 22 | UNP | UNION PAC CORP | $5.9M | 1.66% | 28,901 | 增持 |
| 23 | ECL | ECOLAB INC | $5.1M | 1.45% | 30,340 | 增持 |
| 24 | JJSF | J & J SNACK FOODS CORP | $4.9M | 1.37% | 29,729 | 增持 |
| 25 | AMT | AMERICAN TOWER CORP NEW | $4.7M | 1.34% | 28,874 | 增持 |
来源：SEC 13F 申报文件 · 截至 2023-09-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR