BOWEN HANES & CO INC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
BH BOWEN HANES & CO INC | Institutional Filer | ▲ 102935.03% | $4.11B | 151 |
Current Portfolio Holdings
Showing all 151 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | GLW | Corning Incorporated | Technology | 1.4M | $187.3M | 4.56% |
| 2 | ATI | ATI Inc. | Industrials | 1.0M | $151.7M | 3.69% |
| 3 | GEV | GE Vernova Inc. | Utilities | 172K | $150.4M | 3.66% |
| 4 | AAPL | Apple Inc. | Technology | 497K | $126.2M | 3.07% |
| 5 | TDY | Teledyne Technologies Incorporated | Technology | 185K | $112.1M | 2.73% |
| 6 | NVDA | NVIDIA Corporation | Technology | 610K | $106.4M | 2.59% |
| 7 | LLY | Eli Lilly and Company | Healthcare | 115K | $105.4M | 2.57% |
| 8 | AXP | American Express Company | Financial Services | 320K | $96.7M | 2.36% |
| 9 | COST | Costco Wholesale Corporation | Consumer Defensive | 95K | $95.2M | 2.32% |
| 10 | PH | Parker-Hannifin Corporation | Industrials | 100K | $89.8M | 2.19% |
| 11 | TXN | Texas Instruments Incorporated | Technology | 459K | $89.2M | 2.17% |
| 12 | PANW | Palo Alto Networks, Inc. | Technology | 524K | $84.1M | 2.05% |
| 13 | ISRG | Intuitive Surgical, Inc. | Healthcare | 181K | $83.4M | 2.03% |
| 14 | JPM | JPMorgan Chase & Co. | Financial Services | 275K | $81.0M | 1.97% |
| 15 | DE | Deere & Company | Industrials | 143K | $80.8M | 1.97% |
Showing 1 to 15 of 151 holdings