Filed: 11/10/2025ACC: 0001077583-25-000006
📋 What this filing means
BOWEN HANES & CO INC filed this quarterly 13F‑HR report disclosing 149 equity positions with a total reported market value of $3.99B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
149
Positions
$3.99B
Total AUM (reported)
30.95M
Total Shares
Allocation by class
COM$3.95B98.9%
UNT$44.41M1.1%
Portfolio Concentration
Top 3$400.24M10.0%
4–10$770.38M19.3%
11–25$1.17B29.3%
Rest$1.65B41.4%
Top 3 weight
10.0%
Top 10 weight
29.3%
Voting Authority Distribution
Total shares with voting rights: 30.95M
Sole
Full voting authority
30.95M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole149
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings149
Rows:
NVIDIA CORP COM
SOLEShares800.02K
TypeSH
Market value$149.27M
3.74%
Sole
800.02K
Shared
0.00
None
0.00
APPLE INC
SOLEShares502.49K
TypeSH
Market value$127.95M
3.20%
Sole
502.49K
Shared
0.00
None
0.00
MICROSOFT
SOLEShares237.52K
TypeSH
Market value$123.02M
3.08%
Sole
237.52K
Shared
0.00
None
0.00
CORNING
SOLEShares1.48M
TypeSH
Market value$121.58M
3.04%
Sole
1.48M
Shared
0.00
None
0.00
GE VERNOVA INC
SOLEShares181.48K
TypeSH
Market value$111.59M
2.79%
Sole
181.48K
Shared
0.00
None
0.00
COSTCO WHOLESALE
SOLEShares118.28K
TypeSH
Market value$109.48M
2.74%
Sole
118.28K
Shared
0.00
None
0.00
AMERICAN EXPRESS
SOLEShares326.92K
TypeSH
Market value$108.59M
2.72%
Sole
326.92K
Shared
0.00
None
0.00
ATI INC
SOLEShares1.33M
TypeSH
Market value$108.12M
2.71%
Sole
1.33M
Shared
0.00
None
0.00
TELEDYNE TECHNOLOGIES
SOLEShares183.52K
TypeSH
Market value$107.55M
2.69%
Sole
183.52K
Shared
0.00
None
0.00
NETFLIX INC
SOLEShares86.30K
TypeSH
Market value$103.46M
2.59%
Sole
86.30K
Shared
0.00
None
0.00
PALO ALTO NETWORKS
SOLEShares507.53K
TypeSH
Market value$103.34M
2.59%
Sole
507.53K
Shared
0.00
None
0.00
LILLY ELI & COMPANY
SOLEShares117.31K
TypeSH
Market value$89.51M
2.24%
Sole
117.31K
Shared
0.00
None
0.00
JPMORGAN CHASE
SOLEShares277.32K
TypeSH
Market value$87.48M
2.19%
Sole
277.32K
Shared
0.00
None
0.00
HOME DEPOT
SOLEShares211.50K
TypeSH
Market value$85.70M
2.15%
Sole
211.50K
Shared
0.00
None
0.00
INTUITIVE SURGICAL
SOLEShares174.51K
TypeSH
Market value$78.05M
1.95%
Sole
174.51K
Shared
0.00
None
0.00
MOTOROLA SOLUTIONS
SOLEShares168.53K
TypeSH
Market value$77.07M
1.93%
Sole
168.53K
Shared
0.00
None
0.00
PARKER-HANNIFIN
SOLEShares100.27K
TypeSH
Market value$76.02M
1.90%
Sole
100.27K
Shared
0.00
None
0.00
S & P GLOBAL
SOLEShares154.03K
TypeSH
Market value$74.97M
1.88%
Sole
154.03K
Shared
0.00
None
0.00
BLACKSTONE INC
SOLEShares434.31K
TypeSH
Market value$74.20M
1.86%
Sole
434.31K
Shared
0.00
None
0.00
EATON CORP (IL)
SOLEShares195.78K
TypeSH
Market value$73.27M
1.83%
Sole
195.78K
Shared
0.00
None
0.00
VISA
SOLEShares214.38K
TypeSH
Market value$73.18M
1.83%
Sole
214.38K
Shared
0.00
None
0.00
UNION PACIFIC
SOLEShares305.73K
TypeSH
Market value$72.26M
1.81%
Sole
305.73K
Shared
0.00
None
0.00
ROLLS ROYCE HOLDINGS ADR (GB)
SOLEShares4.32M
TypeSH
Market value$70.01M
1.75%
Sole
4.32M
Shared
0.00
None
0.00
WHEATON PRECIOUS METALS (CA)
SOLEShares617.84K
TypeSH
Market value$69.10M
1.73%
Sole
617.84K
Shared
0.00
None
0.00
DEERE & CO
SOLEShares146.68K
TypeSH
Market value$67.07M
1.68%
Sole
146.68K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORP COMSOLE | COM | 800.02K | SH | $149.27M 3.74% | 800.02K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 502.49K | SH | $127.95M 3.20% | 502.49K | 0.00 | 0.00 |
MICROSOFTSOLE | COM | 237.52K | SH | $123.02M 3.08% | 237.52K | 0.00 | 0.00 |
CORNINGSOLE | COM | 1.48M | SH | $121.58M 3.04% | 1.48M | 0.00 | 0.00 |
GE VERNOVA INCSOLE | COM | 181.48K | SH | $111.59M 2.79% | 181.48K | 0.00 | 0.00 |
COSTCO WHOLESALESOLE | COM | 118.28K | SH | $109.48M 2.74% | 118.28K | 0.00 | 0.00 |
AMERICAN EXPRESSSOLE | COM | 326.92K | SH | $108.59M 2.72% | 326.92K | 0.00 | 0.00 |
ATI INCSOLE | COM | 1.33M | SH | $108.12M 2.71% | 1.33M | 0.00 | 0.00 |
TELEDYNE TECHNOLOGIESSOLE | COM | 183.52K | SH | $107.55M 2.69% | 183.52K | 0.00 | 0.00 |
NETFLIX INCSOLE | COM | 86.30K | SH | $103.46M 2.59% | 86.30K | 0.00 | 0.00 |
PALO ALTO NETWORKSSOLE | COM | 507.53K | SH | $103.34M 2.59% | 507.53K | 0.00 | 0.00 |
LILLY ELI & COMPANYSOLE | COM | 117.31K | SH | $89.51M 2.24% | 117.31K | 0.00 | 0.00 |
JPMORGAN CHASESOLE | COM | 277.32K | SH | $87.48M 2.19% | 277.32K | 0.00 | 0.00 |
HOME DEPOTSOLE | COM | 211.50K | SH | $85.70M 2.15% | 211.50K | 0.00 | 0.00 |
INTUITIVE SURGICALSOLE | COM | 174.51K | SH | $78.05M 1.95% | 174.51K | 0.00 | 0.00 |
MOTOROLA SOLUTIONSSOLE | COM | 168.53K | SH | $77.07M 1.93% | 168.53K | 0.00 | 0.00 |
PARKER-HANNIFINSOLE | COM | 100.27K | SH | $76.02M 1.90% | 100.27K | 0.00 | 0.00 |
S & P GLOBALSOLE | COM | 154.03K | SH | $74.97M 1.88% | 154.03K | 0.00 | 0.00 |
BLACKSTONE INCSOLE | COM | 434.31K | SH | $74.20M 1.86% | 434.31K | 0.00 | 0.00 |
EATON CORP (IL)SOLE | COM | 195.78K | SH | $73.27M 1.83% | 195.78K | 0.00 | 0.00 |
VISASOLE | COM | 214.38K | SH | $73.18M 1.83% | 214.38K | 0.00 | 0.00 |
UNION PACIFICSOLE | COM | 305.73K | SH | $72.26M 1.81% | 305.73K | 0.00 | 0.00 |
ROLLS ROYCE HOLDINGS ADR (GB)SOLE | COM | 4.32M | SH | $70.01M 1.75% | 4.32M | 0.00 | 0.00 |
WHEATON PRECIOUS METALS (CA)SOLE | COM | 617.84K | SH | $69.10M 1.73% | 617.84K | 0.00 | 0.00 |
DEERE & COSOLE | COM | 146.68K | SH | $67.07M 1.68% | 146.68K | 0.00 | 0.00 |
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