BOWEN HANES & CO INC

Est. AUM

$4.11B

13F long equity, this entity only

Positions

151

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	CORNING	COM	$187.3M	1377592	4.56%	SOLE
2	ATI INC	COM	$151.7M	1043105	3.69%	SOLE
3	GE VERNOVA INC	COM	$150.4M	172293	3.66%	SOLE
4	APPLE INC	COM	$126.2M	497258	3.07%	SOLE
5	TELEDYNE TECHNOLOGIES	COM	$112.1M	185332	2.73%	SOLE
6	NVIDIA CORP COM	COM	$106.4M	609815	2.59%	SOLE
7	LILLY ELI & COMPANY	COM	$105.4M	114646	2.57%	SOLE
8	AMERICAN EXPRESS	COM	$96.7M	319754	2.36%	SOLE
9	COSTCO WHOLESALE	COM	$95.2M	95494	2.32%	SOLE
10	PARKER-HANNIFIN	COM	$89.8M	100295	2.19%	SOLE
11	TEXAS INSTRUMENTS	COM	$89.2M	459387	2.17%	SOLE
12	PALO ALTO NETWORKS	COM	$84.1M	524331	2.05%	SOLE
13	INTUITIVE SURGICAL	COM	$83.4M	180975	2.03%	SOLE
14	JPMORGAN CHASE	COM	$81.0M	275470	1.97%	SOLE
15	DEERE & CO	COM	$80.8M	143367	1.97%	SOLE
16	NETFLIX INC	COM	$78.9M	820550	1.92%	SOLE
17	MOTOROLA SOLUTIONS	COM	$78.2M	180185	1.90%	SOLE
18	WHEATON PRECIOUS METALS (CA)	COM	$77.4M	591030	1.89%	SOLE
19	SOLSTICE ADVANCED MATL	COM	$76.8M	1008031	1.87%	SOLE
20	UNION PACIFIC	COM	$75.9M	313033	1.85%	SOLE
21	EATON CORP (IL)	COM	$73.1M	204380	1.78%	SOLE
22	MICROSOFT	COM	$72.7M	196513	1.77%	SOLE
23	CHARLES SCHWAB CORP	COM	$69.6M	740788	1.70%	SOLE
24	MASTEC INC COM	COM	$69.3M	215465	1.69%	SOLE
25	HOME DEPOT	COM	$68.6M	208569	1.67%	SOLE
26	WELLTOWER	COM	$68.4M	345956	1.67%	SOLE
27	VIAVI SOLUTIONS	COM	$66.6M	2000000	1.62%	SOLE
28	ALPHABET INC CLASS C	COM	$65.9M	229640	1.60%	SOLE
29	ROLLS ROYCE HOLDINGS ADR (GB)	COM	$65.2M	4230215	1.59%	SOLE
30	ELANCO ANIMAL HEALTH	COM	$63.3M	2647270	1.54%	SOLE
31	VISA	COM	$63.3M	209327	1.54%	SOLE
32	CARPENTER TECHNOLOGY COM	COM	$63.1M	160000	1.54%	SOLE
33	CAMECO (CA)	COM	$62.1M	571975	1.51%	SOLE
34	VERTEX PHARMACEUTICALS	COM	$60.5M	135399	1.47%	SOLE
35	ASML HOLDING (NE)	COM	$59.4M	44980	1.45%	SOLE
36	HAWKINS INC COM	COM	$58.4M	380520	1.42%	SOLE
37	BOEING	COM	$56.9M	285670	1.38%	SOLE
38	BLACKSTONE INC	COM	$54.4M	473338	1.33%	SOLE
39	PROCTER & GAMBLE	COM	$53.1M	367943	1.29%	SOLE
40	FABRINET SHS (CI)	COM	$51.5M	98715	1.25%	SOLE
41	ITT INC	COM	$50.6M	265710	1.23%	SOLE
42	UNITED THERAPEUTICS	COM	$50.4M	85000	1.23%	SOLE
43	TE CONNECTIVITY (SZ)	COM	$46.0M	220000	1.12%	SOLE
44	MITSUBISHI ELEC CORP (JP)	COM	$43.5M	670000	1.06%	SOLE
45	OSHKOSH CORP	COM	$40.8M	277380	0.99%	SOLE
46	ARISTA NETWORKS INC COM SHS	COM	$39.9M	325000	0.97%	SOLE
47	EQUINIX	COM	$39.2M	40000	0.95%	SOLE
48	SUNOCO LP	COM	$39.0M	600000	0.95%	SOLE
49	ENTERPRISE PRODUCTS PARTNERS L	COM	$38.5M	1018000	0.94%	SOLE
50	PROLOGIS	COM	$38.2M	289130	0.93%	SOLE

1–50 of 151

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.