BOWEN HANES & CO INC 13F Holdings

CIK 0001077583 · PONTE VEDRA BEACH, FL

As of Sep 30, 2025, BOWEN HANES & CO INC reported 149 positions worth $4.0B in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
NVIDIA CORPNVDATechnology800,025 49.3M3.74%
APPLE INCAAPLTechnology502,486 27.9M3.20%
MICROSOFT CORPMSFTTechnology237,516 23.0M3.08%
CORNING INCGLWTechnology1,482,159 21.6M3.04%
GE VERNOVA INCGEVUtilities181,483 11.6M2.79%
COSTCO WHOLESALE CORPCOSTConsumer Defensive118,281 09.5M2.74%
AMERICAN EXPRESS COAXPFinancial Services326,919 08.6M2.72%
ATI INCATIIndustrials1,329,220 08.1M2.71%
TELEDYNE TECHNOLOGIES INCTDYTechnology183,524 07.6M2.69%
NETFLIX INCNFLXCommunication Services86,298 03.5M2.59%
PALO ALTO NETWORKS INCPANWTechnology507,531 03.3M2.59%
ELI LILLY & COLLYHealthcare117,310$89.5M2.24%
JPMORGAN CHASE & COJPMFinancial Services277,324$87.5M2.19%
HOME DEPOT INCHDConsumer Cyclical211,504$85.7M2.15%
INTUITIVE SURGICAL INCISRGHealthcare174,510$78.0M1.95%
MOTOROLA SOLUTIONS INCMSITechnology168,535$77.1M1.93%
PARKER-HANNIFIN CORPPHIndustrials100,265$76.0M1.90%
S&P GLOBAL INCSPGIFinancial Services154,032$75.0M1.88%
BLACKSTONE INCBXFinancial Services434,306$74.2M1.86%
EATON CORP PLCETNIndustrials195,780$73.3M1.83%
VISA INC-CLASS A SHARESVFinancial Services214,375$73.2M1.83%
UNION PACIFIC CORPUNPIndustrials305,728$72.3M1.81%
Rolls Royce Holdings ADRRYCEY—4,321,380$70.0M1.75%
WHEATON PRECIOUS METALS CORPWPMBasic Materials617,840$69.1M1.73%
DEERE & CODEIndustrials146,677$67.1M1.68%