BOWEN HANES & CO INC
CIK: 0001077583SEC EDGAR →
Portfolio Value
$4.0T
Holdings
149
As of
Q3 2025
New Positions
12
Closed Positions
8
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | NVIDIA CORP COM | 800,025 | $149.3B | 3.74% |
| 2 | APPLE INC | 502,486 | $127.9B | 3.20% |
| 3 | MICROSOFT | 237,516 | $123.0B | 3.08% |
| 4 | CORNING | 1,482,159 | $121.6B | 3.04% |
| 5 | GE VERNOVA INC | 181,483 | $111.6B | 2.79% |
| 6 | COSTCO WHOLESALE | 118,281 | $109.5B | 2.74% |
| 7 | AMERICAN EXPRESS | 326,919 | $108.6B | 2.72% |
| 8 | ATI INC | 1,329,220 | $108.1B | 2.71% |
| 9 | TELEDYNE TECHNOLOGIES | 183,524 | $107.6B | 2.69% |
| 10 | NETFLIX INC | 86,298 | $103.5B | 2.59% |
Quarterly Changes
New Positions (12)
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Technology | 24 | $1.1T | 28.2% |
| Industrials | 34 | $629.1B | 15.8% |
| Financial Services | 18 | $514.8B | 12.9% |
| Healthcare | 13 | $336.7B | 8.4% |
| Unknown | 10 | $231.3B | 5.8% |
| Communication Services | 7 | $217.0B | 5.4% |
| Consumer Cyclical | 10 | $198.8B | 5.0% |
| Consumer Defensive | 9 | $193.5B | 4.8% |
| Real Estate | 5 | $174.8B | 4.4% |
| Utilities | 6 | $156.0B | 3.9% |
| Basic Materials | 5 | $128.6B | 3.2% |
| Energy | 8 | $87.4B | 2.2% |