Holders — by stockHoldings — by fund
BOWEN HANES & CO INC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001077583
$4.8M
disclosed book value
151
positions
3904.9%
largest position share
Positions, as of 2026-06-30
top 100 of 151 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | GLWCORNING | 1.4M | $187.3M | 3904.9% |
| 2 | ATIATI INC | 1.0M | $151.7M | 3163.1% |
| 3 | GEVGE VERNOVA INC | 172,293 | $150.4M | 3135.3% |
| 4 | AAPLAPPLE INC | 497,258 | $126.2M | 2630.9% |
| 5 | TDYTELEDYNE TECHNOLOGIES | 185,332 | $112.1M | 2337.5% |
| 6 | NVDANVIDIA CORP COM | 609,815 | $106.4M | 2217.1% |
| 7 | LLYLILLY ELI & COMPANY | 114,646 | $105.4M | 2198.3% |
| 8 | AXPAMERICAN EXPRESS | 319,754 | $96.7M | 2016.3% |
| 9 | COSTCOSTCO WHOLESALE | 95,494 | $95.2M | 1983.7% |
| 10 | PHPARKER-HANNIFIN | 100,295 | $89.8M | 1871.8% |
| 11 | TXNTEXAS INSTRUMENTS | 459,387 | $89.2M | 1859.2% |
| 12 | PANWPALO ALTO NETWORKS | 524,331 | $84.1M | 1752.4% |
| 13 | ISRGINTUITIVE SURGICAL | 180,975 | $83.4M | 1739.2% |
| 14 | JPMJPMORGAN CHASE | 275,470 | $81.0M | 1689.3% |
| 15 | DEDEERE & CO | 143,367 | $80.8M | 1683.6% |
| 16 | NFLXNETFLIX INC | 820,550 | $78.9M | 1644.7% |
| 17 | MSIMOTOROLA SOLUTIONS | 180,185 | $78.2M | 1630.1% |
| 18 | WPMWHEATON PRECIOUS METALS (CA) | 591,030 | $77.4M | 1614.2% |
| 19 | SOLSSOLSTICE ADVANCED MATL | 1.0M | $76.8M | 1600.5% |
| 20 | UNPUNION PACIFIC | 313,033 | $75.9M | 1583.3% |
| 21 | EATON CORP (IL) | 204,380 | $73.1M | 1523.9% |
| 22 | MSFTMICROSOFT | 196,513 | $72.7M | 1516.5% |
| 23 | SCHWCHARLES SCHWAB CORP | 740,788 | $69.6M | 1451.3% |
| 24 | MTZMASTEC INC COM | 215,465 | $69.3M | 1445.2% |
| 25 | HDHOME DEPOT | 208,569 | $68.6M | 1430% |
| 26 | WELLWELLTOWER | 345,956 | $68.4M | 1425.9% |
| 27 | VIAVVIAVI SOLUTIONS | 2.0M | $66.6M | 1387.6% |
| 28 | GOOGALPHABET INC CLASS C | 229,640 | $65.9M | 1373.3% |
| 29 | RYCEYROLLS ROYCE HOLDINGS ADR (GB) | 4.2M | $65.2M | 1359.8% |
| 30 | ELANELANCO ANIMAL HEALTH | 2.6M | $63.3M | 1320.6% |
| 31 | VVISA | 209,327 | $63.3M | 1318.9% |
| 32 | CRSCARPENTER TECHNOLOGY COM | 160,000 | $63.1M | 1314.7% |
| 33 | CCJCAMECO (CA) | 571,975 | $62.1M | 1295.1% |
| 34 | VRTXVERTEX PHARMACEUTICALS | 135,399 | $60.5M | 1260.4% |
| 35 | ASML HOLDING (NE) | 44,980 | $59.4M | 1238.5% |
| 36 | HWKNHAWKINS INC COM | 380,520 | $58.4M | 1218.5% |
| 37 | BABOEING | 285,670 | $56.9M | 1185.3% |
| 38 | BXBLACKSTONE INC | 473,338 | $54.4M | 1134.7% |
| 39 | PGPROCTER & GAMBLE | 367,943 | $53.1M | 1107.9% |
| 40 | FABRINET SHS (CI) | 98,715 | $51.5M | 1073.2% |
| 41 | ITTITT INC | 265,710 | $50.6M | 1055.4% |
| 42 | UTHRUNITED THERAPEUTICS | 85,000 | $50.4M | 1050.8% |
| 43 | TE CONNECTIVITY (SZ) | 220,000 | $46.0M | 958.6% |
| 44 | MIELYMITSUBISHI ELEC CORP (JP) | 670,000 | $43.5M | 906.1% |
| 45 | OSKOSHKOSH CORP | 277,380 | $40.8M | 851.2% |
| 46 | ANETARISTA NETWORKS INC COM SHS | 325,000 | $39.9M | 831.9% |
| 47 | EQIXEQUINIX | 40,000 | $39.2M | 817.4% |
| 48 | SUNSUNOCO LP | 600,000 | $39.0M | 812.7% |
| 49 | EPDENTERPRISE PRODUCTS PARTNERS L | 1.0M | $38.5M | 803% |
| 50 | PLDPROLOGIS | 289,130 | $38.2M | 796.7% |
| 51 | WMTWALMART | 238,225 | $29.6M | 617.2% |
| 52 | WYWEYERHAEUSER | 1.1M | $27.7M | 577.1% |
| 53 | BROOKFIELD INFRASTRUCTURE PART | 731,836 | $26.4M | 551.1% |
| 54 | BROOKFIELD RENEWABLE PARTNERS | 780,705 | $25.5M | 531.2% |
| 55 | NHINATIONAL HEALTH INVESTORS INC | 260,000 | $21.0M | 438.3% |
| 56 | SPHSUBURBAN PROPANE PARTNERS LP | 1.0M | $20.0M | 417% |
| 57 | ETENERGY TRANSFER LP | 975,000 | $18.8M | 392.3% |
| 58 | MAMASTERCARD INC CL A | 28,585 | $14.3M | 297.8% |
| 59 | SPGIS & P GLOBAL | 27,030 | $11.5M | 239.7% |
| 60 | HONGBPHONEYWELL INT'L | 49,143 | $11.1M | 231.6% |
| 61 | IBMIBM | 40,455 | $9.8M | 204.4% |
| 62 | JNJJOHNSON & JOHNSON | 36,439 | $8.9M | 185.7% |
| 63 | TMOTHERMO FISHER SCIENTIFIC | 17,595 | $8.6M | 180.3% |
| 64 | ULTAULTA BEAUTY INC | 13,280 | $6.9M | 144.7% |
| 65 | CHDCHURCH AND DWIGHT | 73,641 | $6.9M | 143.3% |
| 66 | XYLXYLEM | 56,772 | $6.8M | 141.4% |
| 67 | ADPAUTOMATIC DATA PROCESSING | 29,263 | $5.9M | 123.9% |
| 68 | NEENEXTERA ENERGY | 63,539 | $5.9M | 123% |
| 69 | WMWASTE MANAGEMENT | 24,629 | $5.7M | 118% |
| 70 | AVYAVERY DENNISON | 32,312 | $5.6M | 116.3% |
| 71 | LHXL3HARRIS | 13,630 | $4.7M | 98.1% |
| 72 | NDSNNORDSON CORP | 16,969 | $4.5M | 94.1% |
| 73 | LMTLOCKHEED MARTIN | 7,218 | $4.4M | 90.9% |
| 74 | AMZNAMAZON.COM INC | 18,974 | $4.0M | 82.4% |
| 75 | PEPPEPSICO | 25,173 | $3.9M | 81.5% |
| 76 | CATCATERPILLAR | 5,495 | $3.9M | 81.2% |
| 77 | MARMARRIOTT INT'L | 10,338 | $3.4M | 70.5% |
| 78 | CLCOLGATE PALMOLIVE | 38,746 | $3.3M | 68.8% |
| 79 | CSCOCISCO SYSTEMS | 41,990 | $3.3M | 67.9% |
| 80 | EMREMERSON ELECTRIC | 24,182 | $3.2M | 66% |
| 81 | CNICANADIAN NAT'L RWY ADR (CA) | 30,771 | $3.2M | 65.9% |
| 82 | GOOGLALPHABET INC CLASS A | 9,826 | $2.8M | 58.9% |
| 83 | CNQCANADIAN NATURAL RESOURCES ADR | 56,700 | $2.8M | 57.6% |
| 84 | ABBVABBVIE INC | 12,440 | $2.7M | 56.4% |
| 85 | VRTVERTIV HOLDINGS | 10,645 | $2.7M | 55.6% |
| 86 | MKCMCCORMICK & CO | 51,838 | $2.6M | 54.5% |
| 87 | CHUBB LTD (SZ) | 7,095 | $2.3M | 48.2% |
| 88 | TRANE TECHNOLOGIES PLC (IL) | 5,135 | $2.1M | 44.6% |
| 89 | MCDMCDONALD'S | 6,817 | $2.1M | 44.2% |
| 90 | ROKROCKWELL AUTOMATION | 5,735 | $2.1M | 42.9% |
| 91 | CPCANADIAN PACIFIC KANSAS CITY L | 25,757 | $2.0M | 42.2% |
| 92 | VMCVULCAN MATERIALS | 7,194 | $2.0M | 40.8% |
| 93 | KOCOCA-COLA | 24,002 | $1.8M | 38.1% |
| 94 | VZVERIZON COMMUNICATIONS | 34,299 | $1.7M | 35.9% |
| 95 | BMIBADGER METER INC | 11,275 | $1.7M | 35.8% |
| 96 | AWKAMERICAN WATER WORKS | 12,413 | $1.7M | 35.2% |
| 97 | GARMIN LTD (SZ) | 6,725 | $1.6M | 32.5% |
| 98 | MRSHMARSH & MCLENNAN | 8,636 | $1.5M | 31.2% |
| 99 | CMICUMMINS INC | 2,400 | $1.3M | 26.9% |
| 100 | CVXCHEVRON | 5,963 | $1.2M | 25.7% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.