EdgeMarket › What Bowen Hanes & Co Inc reported owning
What Bowen Hanes & Co Inc reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
4.1BPositions
151Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| GLW CORNING INC /NY | 187.3M | 4.6% | 1.4M | 149.84 | +132.0% |
| ATI ATI INC | 151.7M | 3.7% | 1.0M | 207.01 | +190.2% |
| GEV GE Vernova Inc. | 150.4M | 3.7% | 172.3K | 956.85 | +58.3% |
| AAPL Apple Inc. | 126.2M | 3.1% | 497.3K | 309.35 | +36.9% |
| TDY TELEDYNE TECHNOLOGIES INC | 112.1M | 2.7% | 185.3K | 636.15 | +17.4% |
| NVDA NVIDIA CORP | 106.4M | 2.6% | 609.8K | 214.72 | +22.4% |
| LLY ELI LILLY & Co | 105.4M | 2.6% | 114.6K | 1,255.40 | +78.0% |
| AXP AMERICAN EXPRESS CO | 96.7M | 2.4% | 319.8K | 336.00 | +8.9% |
| COST COSTCO WHOLESALE CORP /NEW | 95.2M | 2.3% | 95.5K | 947.74 | -4.7% |
| PH Parker-Hannifin Corp | 89.8M | 2.2% | 100.3K | 1,001.74 | +34.8% |
| TXN TEXAS INSTRUMENTS INC | 89.2M | 2.2% | 459.4K | 264.36 | +31.7% |
| PANW Palo Alto Networks Inc | 84.1M | 2.0% | 524.3K | 357.87 | +94.0% |
| ISRG INTUITIVE SURGICAL INC | 83.4M | 2.0% | 181.0K | 378.81 | -21.2% |
| JPM JPMORGAN CHASE & CO | 81.0M | 2.0% | 275.5K | 351.58 | +20.3% |
| DE DEERE & CO | 80.8M | 2.0% | 143.4K | 647.47 | +31.4% |
| NFLX NETFLIX INC | 78.9M | 1.9% | 820.5K | 79.59 | -34.4% |
| MSI Motorola Solutions, Inc. | 78.2M | 1.9% | 180.2K | 480.47 | +4.0% |
| WPM Wheaton Precious Metals Corp. | 77.4M | 1.9% | 591.0K | 157.78 | +69.2% |
| SOLS Solstice Advanced Materials Inc. | 76.8M | 1.9% | 1.0M | 56.16 | — |
| UNP UNION PACIFIC CORP | 75.9M | 1.8% | 313.0K | 308.05 | +36.5% |
| ETN Eaton Corp plc | 73.1M | 1.8% | 204.4K | 419.20 | +21.1% |
| MSFT MICROSOFT CORP | 72.7M | 1.8% | 196.5K | 483.24 | -4.4% |
| SCHW SCHWAB CHARLES CORP | 69.6M | 1.7% | 740.8K | 112.30 | +17.6% |
| MTZ MASTEC INC | 69.3M | 1.7% | 215.5K | 266.26 | +54.3% |
| HD HOME DEPOT, INC. | 68.6M | 1.7% | 208.6K | 335.61 | -16.5% |
| WELL WELLTOWER INC. | 68.4M | 1.7% | 346.0K | 239.22 | +44.1% |
| VIAV VIAVI SOLUTIONS INC. | 66.6M | 1.6% | 2.0M | 38.90 | +268.7% |
| GOOG Alphabet Inc. | 65.9M | 1.6% | 229.6K | 341.75 | +70.7% |
| unmapped CUSIP 775781206 | 65.2M | 1.6% | 4.2M | — | — |
| ELAN Elanco Animal Health Inc | 63.3M | 1.5% | 2.6M | 23.97 | +37.3% |
| V VISA INC. | 63.3M | 1.5% | 209.3K | 371.04 | +7.9% |
| CRS CARPENTER TECHNOLOGY CORP | 63.1M | 1.5% | 160.0K | 492.38 | +105.1% |
| CCJ CAMECO CORP | 62.1M | 1.5% | 572.0K | 102.51 | +45.5% |
| VRTX VERTEX PHARMACEUTICALS INC / MA | 60.5M | 1.5% | 135.4K | 548.05 | +39.0% |
| ASML ASML HOLDING NV | 59.4M | 1.4% | 45.0K | 1,763.76 | +135.3% |
| HWKN HAWKINS INC | 58.4M | 1.4% | 380.5K | 118.99 | -29.1% |
| BA BOEING CO | 56.9M | 1.4% | 285.7K | 214.20 | -5.1% |
| BX Blackstone Inc. | 54.4M | 1.3% | 473.3K | 143.38 | -12.8% |
| PG PROCTER & GAMBLE Co | 53.1M | 1.3% | 367.9K | 144.68 | -9.3% |
| FN Fabrinet | 51.5M | 1.3% | 98.7K | 436.67 | +55.8% |
| ITT ITT INC. | 50.6M | 1.2% | 265.7K | 208.10 | +25.6% |
| UTHR UNITED THERAPEUTICS Corp | 50.4M | 1.2% | 85.0K | 513.12 | +67.4% |
| TEL TE Connectivity plc | 46.0M | 1.1% | 220.0K | 203.52 | +1.0% |
| unmapped CUSIP 606776201 | 43.5M | 1.1% | 670.0K | — | — |
| OSK OSHKOSH CORP | 40.8M | 1.0% | 277.4K | 157.09 | +14.2% |
| ANET Arista Networks, Inc. | 39.9M | 1.0% | 325.0K | 188.65 | +43.5% |
| EQIX EQUINIX INC | 39.2M | 1.0% | 40.0K | 1,065.39 | +37.2% |
| SUN Sunoco LP | 39.0M | 0.9% | 600.0K | 75.85 | +45.6% |
| EPD ENTERPRISE PRODUCTS PARTNERS L.P. | 38.5M | 0.9% | 1.0M | 38.01 | +20.6% |
| PLD Prologis, Inc. | 38.2M | 0.9% | 289.1K | 141.80 | +28.7% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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