BOWEN HANES & CO INC

CIK 1077583 · SEC EDGAR पर देखें ↗

पोर्टफोलियो मूल्य
$4.1B
13F मूल्य के अनुसार 9443 में से #924 · शीर्ष 9.8%
पोजीशन
151
तिथि अनुसार
30 जून 2026

पोर्टफोलियो मूल्य QoQ: +0.0% 13F नकद का खुलासा नहीं करता है

शीर्ष 10 होल्डिंग्स का भार
29.74%
शीर्ष 25 होल्डिंग्स का भार
57.97%
1% से ऊपर की स्थितियाँ
44
स्थितियों की प्रभावी संख्या
51.4

केवल 13F लॉन्ग-इक्विटी होल्डिंग्स पर आधारित (नकद, बॉन्ड, शॉर्ट्स का खुलासा नहीं किया गया है)

टर्नओवर Q2 2026: 0.0% अनुमानित। खरीदें $0 · बेचें $0

औसत होल्डिंग: 7.0 तिमाहियां ट्रैक किया गया Q4 2024–Q2 2026 · 80.7% अभी भी रखा गया

नई स्थितियाँ
0
बढ़ाया
0
घटा हुआ
0
बंद
8
इस पृष्ठ पर

क्षेत्रवार विवरण

Industrials
33.4%
Technology
13.4%
Healthcare
9.5%
Financial Services
7.6%
Materials
5.2%
Retail
5.0%
Real Estate
4.7%
Communications
4.6%
Communication Services
3.6%
Energy
3.5%
Financials
2.1%
Consumer products
1.6%
Utilities
1.4%
Packaging
0.2%
Consumer Staples
0.2%
Consumer Discretionary
0.1%
Telecommunication
0.0%
Logistics & Transportation
0.0%
अन्य/अनमैप्ड
3.8%

पूर्ण पोर्टफोलियो 151 पोजीशन

प्रकार लगातार 8 तिमाही का रुझान
GLW Corning Incorporated Common Stock $187311184 4.56% 1377592 $0
ATI ATI Inc. Common Stock $151730053 3.69% 1043105 $0
GEV GE Vernova Inc. Common Stock $150394560 3.66% 172293 $0
AAPL Apple Inc. - Common Stock $126199108 3.07% 497258 $0
TDY Teledyne Technologies Incorporated Common Stock $112127713 2.73% 185332 $0
NVDA NVIDIA Corporation - Common Stock $106351736 2.59% 609815 $0
LLY Eli Lilly and Company Common Stock $105447951 2.57% 114646 $0
AXP American Express Company Common Stock $96719190 2.36% 319754 $0
COST Costco Wholesale Corporation - Common Stock $95153086 2.32% 95494 $0
PH Parker-Hannifin Corporation Common Stock $89788096 2.19% 100295 $0
TXN Texas Instruments Incorporated - Common Stock $89185392 2.17% 459387 $0
PANW Palo Alto Networks, Inc. - Common Stock $84060746 2.05% 524331 $0
ISRG Intuitive Surgical, Inc. - Common Stock $83427665 2.03% 180975 $0
JPM JP Morgan Chase & Co. Common Stock $81032255 1.97% 275470 $0
DE Deere & Company Common Stock $80758631 1.97% 143367 $0
NFLX Netflix, Inc. - Common Stock $78895882 1.92% 820550 $0
MSI Motorola Solutions, Inc. Common Stock $78194884 1.90% 180185 $0
WPM Wheaton Precious Metals Corp Common Shares (Canada) $77430840 1.89% 591030 $0
SOLS Solstice Advanced Materials Inc. - Common Stock $76771641 1.87% 1008031 $0
UNP Union Pacific Corporation Common Stock $75948066 1.85% 313033 $0
ETN Eaton Corporation, PLC Ordinary Shares $73100595 1.78% 204380 $0
MSFT Microsoft Corporation - Common Stock $72743217 1.77% 196513 $0
SCHW Charles Schwab Corporation (The) Common Stock $69619256 1.70% 740788 $0
MTZ MasTec, Inc. Common Stock $69323709 1.69% 215465 $0
HD Home Depot, Inc. (The) Common Stock $68596258 1.67% 208569 $0
WELL Welltower Inc. Common Stock $68398961 1.67% 345956 $0
VIAV Viavi Solutions Inc. - Common Stock $66560000 1.62% 2000000 $0
GOOG Alphabet Inc. - Class C Capital Stock $65874530 1.60% 229640 $0
RYCEY $65229915 1.59% 4230215 $0
ELAN Elanco Animal Health Incorporated Common Stock $63349171 1.54% 2647270 $0
V Visa Inc. $63266992 1.54% 209327 $0
CRS Carpenter Technology Corporation Common Stock $63064000 1.54% 160000 $0
CCJ Cameco Corporation Common Stock $62122205 1.51% 571975 $0
VRTX Vertex Pharmaceuticals Incorporated - Common Stock $60461069 1.47% 135399 $0
ASML ASML Holding N.V. - New York Registry Shares $59410933 1.45% 44980 $0
HWKN Hawkins, Inc. - Common Stock $58447872 1.42% 380520 $0
BA Boeing Company (The) Common Stock $56856900 1.38% 285670 $0
BX Blackstone Inc. Common Stock $54429137 1.33% 473338 $0
PG Procter & Gamble Company (The) Common Stock $53145687 1.29% 367943 $0
FN Fabrinet Ordinary Shares $51481847 1.25% 98715 $0
ITT ITT Inc. Common Stock $50625726 1.23% 265710 $0
UTHR United Therapeutics Corporation - Common Stock $50403300 1.23% 85000 $0
TEL TE Connectivity plc Ordinary Shares $45984400 1.12% 220000 $0
MIELY $43462900 1.06% 670000 $0
OSK Oshkosh Corporation (Holding Company)Common Stock $40833110 0.99% 277380 $0
ANET Arista Networks, Inc. Common Stock $39903500 0.97% 325000 $0
EQIX Equinix, Inc. - Common Stock $39209600 0.95% 40000 $0
SUN Sunoco LP Common Units representing limited partner interests $38982000 0.95% 600000 $0
EPD Enterprise Products Partners L.P. Common Stock $38521120 0.94% 1018000 $0
PLD Prologis, Inc. Common Stock $38217203 0.93% 289130 $0
WMT Walmart Inc. - Common Stock $29606603 0.72% 238225 $0
WY Weyerhaeuser Company Common Stock $27680656 0.67% 1133060 $0
अज्ञात जारीकर्ता (CUSIP: g16252101) $26433916 0.64% 731836 $0
BEP Brookfield Renewable Partners L.P. Limited Partnership Units $25482211 0.62% 780705 $0
NHI National Health Investors, Inc. Common Stock $21023600 0.51% 260000 $0
SPH Suburban Propane Partners, L.P. Common Stock $20005040 0.49% 1016000 $0
अज्ञात जारीकर्ता (CUSIP: 29273v100) $18817500 0.46% 975000 $0
MA Mastercard Incorporated Common Stock $14282781 0.35% 28585 $0
SPGI S&P Global Inc. Common Stock $11496940 0.28% 27030 $0
HON Honeywell International Inc. - Common Stock $11107792 0.27% 49143 $0
IBM International Business Machines Corporation Common Stock $9805887 0.24% 40455 $0
JNJ Johnson & Johnson Common Stock $8907149 0.22% 36439 $0
TMO Thermo Fisher Scientific Inc Common Stock $8648470 0.21% 17595 $0
ULTA Ulta Beauty, Inc. - Common Stock $6941589 0.17% 13280 $0
CHD Church & Dwight Company, Inc. Common Stock $6872178 0.17% 73641 $0
XYL Xylem Inc. Common Stock New $6784254 0.17% 56772 $0
ADP Automatic Data Processing, Inc. - Common Stock $5945656 0.14% 29263 $0
NEE NextEra Energy, Inc. Common Stock $5901502 0.14% 63539 $0
WM Waste Management, Inc. Common Stock $5659498 0.14% 24629 $0
AVY Avery Dennison Corporation Common Stock $5579636 0.14% 32312 $0
LHX L3Harris Technologies, Inc. Common Stock $4704394 0.11% 13630 $0
NDSN Nordson Corporation - Common Stock $4514772 0.11% 16969 $0
LMT Lockheed Martin Corporation Common Stock $4362487 0.11% 7218 $0
AMZN Amazon.com, Inc. - Common Stock $3951715 0.10% 18974 $0
PEP PepsiCo, Inc. - Common Stock $3909115 0.10% 25173 $0
CAT Caterpillar, Inc. Common Stock $3892988 0.09% 5495 $0
MAR Marriott International - Class A Common Stock $3381250 0.08% 10338 $0
CL Colgate-Palmolive Company Common Stock $3302322 0.08% 38746 $0
CSCO Cisco Systems, Inc. - Common Stock $3258004 0.08% 41990 $0
EMR Emerson Electric Company Common Stock $3168326 0.08% 24182 $0
CNI Canadian National Railway Company Common Stock $3162336 0.08% 30771 $0
GOOGL Alphabet Inc. - Class A Common Stock $2825565 0.07% 9826 $0
CNQ Canadian Natural Resources Limited Common Stock $2762991 0.07% 56700 $0
ABBV AbbVie Inc. Common Stock $2705576 0.07% 12440 $0
VRT Vertiv Holdings, LLC Class A Common Stock $2667424 0.06% 10645 $0
MKC McCormick & Company, Incorporated Common Stock $2614709 0.06% 51838 $0
CB Chubb Limited Common Stock $2312473 0.06% 7095 $0
TT Trane Technologies plc $2139960 0.05% 5135 $0
MCD McDonald's Corporation Common Stock $2118655 0.05% 6817 $0
ROK Rockwell Automation, Inc. Common Stock $2058177 0.05% 5735 $0
CP Canadian Pacific Kansas City Limited Common Shares $2026046 0.05% 25757 $0
VMC Vulcan Materials Company (Holding Company) Common Stock $1958926 0.05% 7194 $0
KO Coca-Cola Company (The) Common Stock $1825352 0.04% 24002 $0
VZ Verizon Communications Inc. Common Stock $1721810 0.04% 34299 $0
BMI Badger Meter, Inc. Common Stock $1717746 0.04% 11275 $0
AWK American Water Works Company, Inc. Common Stock $1689285 0.04% 12413 $0
GRMN Garmin Ltd. Common Stock (Switzerland) $1560267 0.04% 6725 $0
MRSH Marsh Common Stock $1497914 0.04% 8636 $0
CMI Cummins Inc. Common Stock $1291248 0.03% 2400 $0
CVX Chevron Corporation Common Stock $1233745 0.03% 5963 $0

शीर्ष मूवर्स (तिमाही-दर-तिमाही)

सुरक्षा कार्रवाई शेयर Δ मूल्य Δ
ABT +0 +$0
ABBV +0 +$0
ACN +0 +$0
APD +0 +$0
GOOGL +0 +$0
GOOG +0 +$0
AMZN +0 +$0
AXP +0 +$0
AWK +0 +$0
AON +0 +$0

बाहर निकली पोजीशन

कॉर्पोरेट घटनाओं (विलय, डिलिस्टिंग) को शामिल करता है — सभी निकास बिक्री नहीं हैं

बंद पोजीशन 13F रिपोर्टिंग परिवर्तनों को दर्शाती हैं; इंडेक्स प्रबंधकों के लिए ये अक्सर यांत्रिक (डीलिस्टिंग, एम एंड ए, इंडेक्स रीबैलेंसिंग) होते हैं, न कि सक्रिय निर्णय।

सुरक्षाQuarter शेयर पहले मूल्य पहले निकास के बाद से मूल्य
RSG 31 दिसमबर 2025 255710 $58680331 3.7%
SIG 31 दिसमबर 2025 498715 $47836743 -0.9%
PSTG 30 जून 2025 900000 $39843000 अब ट्रैक नहीं किया जा रहा है
TMUS 31 दिसमबर 2025 161075 $38558133 -9.9%
FISV 30 जून 2025 165500 $36547365 -70.1%
AIG 30 सितमबर 2025 420595 $35998726 -2.4%
FN 31 मार्च 2025 148000 $32542240 125.5%
ITRI 31 मार्च 2025 253140 $27485941 -5.4%
BWXT 31 मार्च 2025 227860 $25381325 60.3%
MCK 31 मार्च 2025 34765 $19812921 27.3%
MAA 30 सितमबर 2025 100000 $14801000 -5.5%
ULS 30 जून 2025 210000 $11844000 2.7%
IRM 30 जून 2025 75000 $6453000 21.7%
LAND 31 मार्च 2025 350000 $3797500 -17.7%
ADBE 30 जून 2025 6148 $2357942 -29.4%
ITT 31 मार्च 2025 8310 $1187333 62.4%
APD 30 जून 2025 2998 $884170 7.7%
BDX 30 जून 2025 3052 $699091 39.4%
NSRGY 31 मार्च 2025 8005 $654008 अब ट्रैक नहीं किया जा रहा है
NDSN 31 दिसमबर 2025 2379 $539914 39.4%
MCK 30 सितमबर 2025 705 $516610 10.9%
CCI 30 जून 2025 3895 $405976 -26.0%
AS 31 दिसमबर 2025 10720 $372520 -13.1%
FMC 30 सितमबर 2025 8824 $368402 -67.4%
DD 31 दिसमबर 2025 4500 $350550 248.6%
CRM 30 सितमबर 2025 1200 $327228 -13.3%
SONY 31 दिसमबर 2025 10695 $307909 -7.0%
MFC 30 सितमबर 2025 9205 $294192 37.5%
REGN 30 जून 2025 415 $263205 59.6%
BHP 31 मार्च 2025 5075 $247812 98.4%
INTU 30 सितमबर 2025 286 $225262 -47.2%
MRK 31 मार्च 2025 2204 $219254 69.0%
A 31 मार्च 2025 1600 $214944 33.7%
ITW 31 दिसमबर 2025 800 $208608 14.8%
OMC 30 जून 2025 2500 $207275 20.0%
ITW 31 मार्च 2025 800 $202848 14.0%
NICE 31 दिसमबर 2025 1400 $202692 -12.0%
FICO 31 मार्च 2026 30000 $50719 9.2%
ROL 31 मार्च 2026 372645 $22366 -31.6%
KKR 31 मार्च 2026 119195 $15195 17.4%
META 31 मार्च 2026 795 $525 -4.1%
MFC 31 मार्च 2026 7160 $260 24.4%
BIPC 31 मार्च 2026 4927 $224 0.6%
A 31 मार्च 2026 1600 $218 37.2%
CCI 31 मार्च 2026 2270 $202 -6.5%