Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
BOWEN HANES & CO INC (CIK 1077583) reported $4.11B across 151 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: GLW ($187.3M, 4.56%), ATI ($151.7M, 3.69%), GEV ($150.4M, 3.66%), AAPL ($126.2M, 3.07%), TDY ($112.1M, 2.73%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | GLW | CORNING | $187.3M | 4.56% | 1.4M | Hold |
| 2 | ATI | ATI INC | $151.7M | 3.69% | 1.0M | Hold |
| 3 | GEV | GE VERNOVA INC | $150.4M | 3.66% | 172,293 | Hold |
| 4 | AAPL | APPLE INC | $126.2M | 3.07% | 497,258 | Hold |
| 5 | TDY | TELEDYNE TECHNOLOGIES | $112.1M | 2.73% | 185,332 | Hold |
| 6 | NVDA | NVIDIA CORP COM | $106.4M | 2.59% | 609,815 | Hold |
| 7 | LLY | LILLY ELI & COMPANY | $105.4M | 2.57% | 114,646 | Hold |
| 8 | AXP | AMERICAN EXPRESS | $96.7M | 2.36% | 319,754 | Hold |
| 9 | COST | COSTCO WHOLESALE | $95.2M | 2.32% | 95,494 | Hold |
| 10 | PH | PARKER-HANNIFIN | $89.8M | 2.19% | 100,295 | Hold |
| 11 | TXN | TEXAS INSTRUMENTS | $89.2M | 2.17% | 459,387 | Hold |
| 12 | PANW | PALO ALTO NETWORKS | $84.1M | 2.05% | 524,331 | Hold |
| 13 | ISRG | INTUITIVE SURGICAL | $83.4M | 2.03% | 180,975 | Hold |
| 14 | JPM | JPMORGAN CHASE | $81.0M | 1.97% | 275,470 | Hold |
| 15 | DE | DEERE & CO | $80.8M | 1.97% | 143,367 | Hold |
| 16 | NFLX | NETFLIX INC | $78.9M | 1.92% | 820,550 | Hold |
| 17 | MSI | MOTOROLA SOLUTIONS | $78.2M | 1.90% | 180,185 | Hold |
| 18 | WPM | WHEATON PRECIOUS METALS (CA) | $77.4M | 1.89% | 591,030 | Hold |
| 19 | SOLS | SOLSTICE ADVANCED MATL | $76.8M | 1.87% | 1.0M | Hold |
| 20 | UNP | UNION PACIFIC | $75.9M | 1.85% | 313,033 | Hold |
| 21 | ETN | EATON CORP (IL) | $73.1M | 1.78% | 204,380 | Hold |
| 22 | MSFT | MICROSOFT | $72.7M | 1.77% | 196,513 | Hold |
| 23 | SCHW | CHARLES SCHWAB CORP | $69.6M | 1.70% | 740,788 | Hold |
| 24 | MTZ | MASTEC INC COM | $69.3M | 1.69% | 215,465 | Hold |
| 25 | HD | HOME DEPOT | $68.6M | 1.67% | 208,569 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30