Filed: 5/14/2026ACC: 0001077583-26-000003
📋 What this filing means
BOWEN HANES & CO INC filed this quarterly 13F‑HR report disclosing 151 equity positions with a total reported market value of $4.11B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
151
Positions
$4.11B
Total AUM (reported)
33.06M
Total Shares
Allocation by class
COM$4.03B98.2%
UNT$71.92M1.8%
Portfolio Concentration
Top 3$489.44M11.9%
4–10$731.79M17.8%
11–25$1.16B28.2%
Rest$1.73B42.0%
Top 3 weight
11.9%
Top 10 weight
29.7%
Voting Authority Distribution
Total shares with voting rights: 33.06M
Sole
Full voting authority
33.06M
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)
Sole151
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings151
Rows:
CORNING
SOLEShares1.38M
TypeSH
Market value$187.31M
4.56%
Sole
1.38M
Shared
0.00
None
0.00
ATI INC
SOLEShares1.04M
TypeSH
Market value$151.73M
3.69%
Sole
1.04M
Shared
0.00
None
0.00
GE VERNOVA INC
SOLEShares172.29K
TypeSH
Market value$150.39M
3.66%
Sole
172.29K
Shared
0.00
None
0.00
APPLE INC
SOLEShares497.26K
TypeSH
Market value$126.20M
3.07%
Sole
497.26K
Shared
0.00
None
0.00
TELEDYNE TECHNOLOGIES
SOLEShares185.33K
TypeSH
Market value$112.13M
2.73%
Sole
185.33K
Shared
0.00
None
0.00
NVIDIA CORP COM
SOLEShares609.82K
TypeSH
Market value$106.35M
2.59%
Sole
609.82K
Shared
0.00
None
0.00
LILLY ELI & COMPANY
SOLEShares114.65K
TypeSH
Market value$105.45M
2.57%
Sole
114.65K
Shared
0.00
None
0.00
AMERICAN EXPRESS
SOLEShares319.75K
TypeSH
Market value$96.72M
2.36%
Sole
319.75K
Shared
0.00
None
0.00
COSTCO WHOLESALE
SOLEShares95.49K
TypeSH
Market value$95.15M
2.32%
Sole
95.49K
Shared
0.00
None
0.00
PARKER-HANNIFIN
SOLEShares100.30K
TypeSH
Market value$89.79M
2.19%
Sole
100.30K
Shared
0.00
None
0.00
TEXAS INSTRUMENTS
SOLEShares459.39K
TypeSH
Market value$89.19M
2.17%
Sole
459.39K
Shared
0.00
None
0.00
PALO ALTO NETWORKS
SOLEShares524.33K
TypeSH
Market value$84.06M
2.05%
Sole
524.33K
Shared
0.00
None
0.00
INTUITIVE SURGICAL
SOLEShares180.97K
TypeSH
Market value$83.43M
2.03%
Sole
180.97K
Shared
0.00
None
0.00
JPMORGAN CHASE
SOLEShares275.47K
TypeSH
Market value$81.03M
1.97%
Sole
275.47K
Shared
0.00
None
0.00
DEERE & CO
SOLEShares143.37K
TypeSH
Market value$80.76M
1.97%
Sole
143.37K
Shared
0.00
None
0.00
NETFLIX INC
SOLEShares820.55K
TypeSH
Market value$78.90M
1.92%
Sole
820.55K
Shared
0.00
None
0.00
MOTOROLA SOLUTIONS
SOLEShares180.19K
TypeSH
Market value$78.19M
1.90%
Sole
180.19K
Shared
0.00
None
0.00
WHEATON PRECIOUS METALS (CA)
SOLEShares591.03K
TypeSH
Market value$77.43M
1.89%
Sole
591.03K
Shared
0.00
None
0.00
SOLSTICE ADVANCED MATL
SOLEShares1.01M
TypeSH
Market value$76.77M
1.87%
Sole
1.01M
Shared
0.00
None
0.00
UNION PACIFIC
SOLEShares313.03K
TypeSH
Market value$75.95M
1.85%
Sole
313.03K
Shared
0.00
None
0.00
EATON CORP (IL)
SOLEShares204.38K
TypeSH
Market value$73.10M
1.78%
Sole
204.38K
Shared
0.00
None
0.00
MICROSOFT
SOLEShares196.51K
TypeSH
Market value$72.74M
1.77%
Sole
196.51K
Shared
0.00
None
0.00
CHARLES SCHWAB CORP
SOLEShares740.79K
TypeSH
Market value$69.62M
1.70%
Sole
740.79K
Shared
0.00
None
0.00
MASTEC INC COM
SOLEShares215.47K
TypeSH
Market value$69.32M
1.69%
Sole
215.47K
Shared
0.00
None
0.00
HOME DEPOT
SOLEShares208.57K
TypeSH
Market value$68.60M
1.67%
Sole
208.57K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
CORNINGSOLE | COM | 1.38M | SH | $187.31M 4.56% | 1.38M | 0.00 | 0.00 |
ATI INCSOLE | COM | 1.04M | SH | $151.73M 3.69% | 1.04M | 0.00 | 0.00 |
GE VERNOVA INCSOLE | COM | 172.29K | SH | $150.39M 3.66% | 172.29K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 497.26K | SH | $126.20M 3.07% | 497.26K | 0.00 | 0.00 |
TELEDYNE TECHNOLOGIESSOLE | COM | 185.33K | SH | $112.13M 2.73% | 185.33K | 0.00 | 0.00 |
NVIDIA CORP COMSOLE | COM | 609.82K | SH | $106.35M 2.59% | 609.82K | 0.00 | 0.00 |
LILLY ELI & COMPANYSOLE | COM | 114.65K | SH | $105.45M 2.57% | 114.65K | 0.00 | 0.00 |
AMERICAN EXPRESSSOLE | COM | 319.75K | SH | $96.72M 2.36% | 319.75K | 0.00 | 0.00 |
COSTCO WHOLESALESOLE | COM | 95.49K | SH | $95.15M 2.32% | 95.49K | 0.00 | 0.00 |
PARKER-HANNIFINSOLE | COM | 100.30K | SH | $89.79M 2.19% | 100.30K | 0.00 | 0.00 |
TEXAS INSTRUMENTSSOLE | COM | 459.39K | SH | $89.19M 2.17% | 459.39K | 0.00 | 0.00 |
PALO ALTO NETWORKSSOLE | COM | 524.33K | SH | $84.06M 2.05% | 524.33K | 0.00 | 0.00 |
INTUITIVE SURGICALSOLE | COM | 180.97K | SH | $83.43M 2.03% | 180.97K | 0.00 | 0.00 |
JPMORGAN CHASESOLE | COM | 275.47K | SH | $81.03M 1.97% | 275.47K | 0.00 | 0.00 |
DEERE & COSOLE | COM | 143.37K | SH | $80.76M 1.97% | 143.37K | 0.00 | 0.00 |
NETFLIX INCSOLE | COM | 820.55K | SH | $78.90M 1.92% | 820.55K | 0.00 | 0.00 |
MOTOROLA SOLUTIONSSOLE | COM | 180.19K | SH | $78.19M 1.90% | 180.19K | 0.00 | 0.00 |
WHEATON PRECIOUS METALS (CA)SOLE | COM | 591.03K | SH | $77.43M 1.89% | 591.03K | 0.00 | 0.00 |
SOLSTICE ADVANCED MATLSOLE | COM | 1.01M | SH | $76.77M 1.87% | 1.01M | 0.00 | 0.00 |
UNION PACIFICSOLE | COM | 313.03K | SH | $75.95M 1.85% | 313.03K | 0.00 | 0.00 |
EATON CORP (IL)SOLE | COM | 204.38K | SH | $73.10M 1.78% | 204.38K | 0.00 | 0.00 |
MICROSOFTSOLE | COM | 196.51K | SH | $72.74M 1.77% | 196.51K | 0.00 | 0.00 |
CHARLES SCHWAB CORPSOLE | COM | 740.79K | SH | $69.62M 1.70% | 740.79K | 0.00 | 0.00 |
MASTEC INC COMSOLE | COM | 215.47K | SH | $69.32M 1.69% | 215.47K | 0.00 | 0.00 |
HOME DEPOTSOLE | COM | 208.57K | SH | $68.60M 1.67% | 208.57K | 0.00 | 0.00 |
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