Bowen Hanes & Co INC 13F holdings
Bowen Hanes & Co INC reported 150 positions with a total reported value of $4.1B as of 2026-06-30, in its 13F for Q2 2026, filed 2026-08-13. Top holdings by reported value: GLW CORNING (4.6%), ATI ATI INC (3.7%), GEV GE VERNOVA INC (3.7%), AAPL APPLE INC (3.1%), TDY TELEDYNE TECHNOLOGIES (2.7%). Against 2026-03-31 it opened 0 new positions and exited 0. Next 13F due by 2026-11-14, the legal deadline 45 days after the quarter ending 2026-09-30.
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Top holdings
25 largest of 150 positions · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| GLW CORNING | 1,377,592 | $187.3M | 4.6% |
| ATI ATI INC | 1,043,105 | $151.7M | 3.7% |
| GEV GE VERNOVA INC | 172,293 | $150.4M | 3.7% |
| AAPL APPLE INC | 497,258 | $126.2M | 3.1% |
| TDY TELEDYNE TECHNOLOGIES | 185,332 | $112.1M | 2.7% |
| NVDA NVIDIA CORP COM | 609,815 | $106.4M | 2.6% |
| LLY LILLY ELI & COMPANY | 114,646 | $105.4M | 2.6% |
| AXP AMERICAN EXPRESS | 319,754 | $96.7M | 2.4% |
| COST COSTCO WHOLESALE | 95,494 | $95.2M | 2.3% |
| PH PARKER-HANNIFIN | 100,295 | $89.8M | 2.2% |
| TEXAS INSTRUMENTS | 459,387 | $89.2M | 2.2% |
| PANW PALO ALTO NETWORKS | 524,331 | $84.1M | 2.0% |
| ISRG INTUITIVE SURGICAL | 180,975 | $83.4M | 2.0% |
| JPM JPMORGAN CHASE | 275,470 | $81.0M | 2.0% |
| DE DEERE & CO | 143,367 | $80.8M | 2.0% |
| NFLX NETFLIX INC | 820,550 | $78.9M | 1.9% |
| MSI MOTOROLA SOLUTIONS | 180,185 | $78.2M | 1.9% |
| WPM WHEATON PRECIOUS METALS (CA) | 591,030 | $77.4M | 1.9% |
| SOLS SOLSTICE ADVANCED MATL | 1,008,031 | $76.8M | 1.9% |
| UNP UNION PACIFIC | 313,033 | $75.9M | 1.8% |
| ETN EATON CORP (IL) | 204,380 | $73.1M | 1.8% |
| MSFT MICROSOFT | 196,513 | $72.7M | 1.8% |
| SCHW CHARLES SCHWAB CORP | 740,788 | $69.6M | 1.7% |
| MTZ MASTEC INC COM | 215,465 | $69.3M | 1.7% |
| GOOGL ALPHABET INC CLASS A | 239,466 | $68.7M | 1.7% |
SEC FORM 13F · Q2 2026 · VALUES AS REPORTED, NOT PRICES
New positions this quarter
Held at 2026-06-30, not at 2026-03-31 · 0 in all · reported value as of 2026-06-30
No new positions.
Sold out
Held at 2026-03-31, gone by 2026-06-30 · 0 in all · reported value as of 2026-03-31
No positions were sold out.
Biggest increases and decreases
Positions held at both quarter ends, by change in shares · reported value as of 2026-06-30
Increases
No position was increased.
Decreases
No position was decreased.
CIK 1077583 · 13F FILINGS ON EDGAR · INFORMATIONAL ONLY
