Bowen Hanes & Co Inc Top Holdings and 13F Report (2026) About Bowen Hanes & Co IncInvestment ActivityBowen Hanes & Co Inc has $4.11 billion in total holdings as of June 30, 2026.Bowen Hanes & Co Inc owns shares of 151 different stocks, but just 40 companies or ETFs make up 80% of its holdings.This quarter, Bowen Hanes & Co Inc has purchased 151 new stocks and bought additional shares in 0 stocks.Bowen Hanes & Co Inc sold shares of 0 stocks and completely divested from 0 stocks this quarter.Largest Holdings Corning $187,311,184ATI $151,730,053GE VERNOVA INC $150,394,560Apple $126,199,108Teledyne Technologies $112,127,713 Sector Allocation Over TimeMap of 500 Largest Holdings ofBowen Hanes & Co Inc Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorGLWCorning$187,311,1840.0%1,377,5924.6%TechnologyATIATI$151,730,0530.0%1,043,1053.7%IndustrialsGE VERNOVA INC$150,394,5600.0%172,2933.7%COMAAPLApple$126,199,1080.0%497,2583.1%TechnologyTDYTeledyne Technologies$112,127,7130.0%185,3322.7%TechnologyNVDANVIDIA$106,351,7360.0%609,8152.6%TechnologyLLYEli Lilly and Company$105,447,9510.0%114,6462.6%HealthcareAXPAmerican Express$96,719,1900.0%319,7542.4%FinanceCOSTCostco Wholesale$95,153,0860.0%95,4942.3%Consumer StaplesPHParker-Hannifin$89,788,0960.0%100,2952.2%IndustrialsTXNTexas Instruments$89,185,3920.0%459,3872.2%TechnologyPANWPalo Alto Networks$84,060,7460.0%524,3312.0%TechnologyISRGIntuitive Surgical$83,427,6650.0%180,9752.0%HealthcareJPMJPMorgan Chase & Co.$81,032,2550.0%275,4702.0%FinanceDEDeere & Company$80,758,6310.0%143,3672.0%IndustrialsNFLXNetflix$78,895,8820.0%820,5501.9%Communication ServicesMSIMotorola Solutions$78,194,8840.0%180,1851.9%TechnologyWPMWheaton Precious Metals$77,430,8400.0%591,0301.9%MaterialsSOLSTICE ADVANCED MATL$76,771,6410.0%1,008,0311.9%COMUNPUnion Pacific$75,948,0660.0%313,0331.8%IndustrialsETNEaton$73,100,5950.0%204,3801.8%IndustrialsMSFTMicrosoft$72,743,2170.0%196,5131.8%TechnologySCHWCharles Schwab$69,619,2560.0%740,7881.7%FinanceMTZMasTec$69,323,7090.0%215,4651.7%IndustrialsHDHome Depot$68,596,2580.0%208,5691.7%Consumer DiscretionaryWELLWelltower$68,398,9610.0%345,9561.7%Real EstateVIAVViavi Solutions$66,560,0000.0%2,000,0001.6%TechnologyGOOGAlphabet$65,874,5300.0%229,6401.6%Communication ServicesRYCEYRolls-Royce Holdings PLC$65,229,9150.0%4,230,2151.6%IndustrialsELANElanco Animal Health$63,349,1710.0%2,647,2701.5%HealthcareVVisa$63,266,9920.0%209,3271.5%FinanceCRSCarpenter Technology$63,064,0000.0%160,0001.5%IndustrialsCCJCameco$62,122,2050.0%571,9751.5%EnergyVRTXVertex Pharmaceuticals$60,461,0690.0%135,3991.5%HealthcareASMLASML$59,410,9330.0%44,9801.4%TechnologyHWKNHawkins$58,447,8720.0%380,5201.4%MaterialsBABoeing$56,856,9000.0%285,6701.4%IndustrialsBXBlackstone$54,429,1370.0%473,3381.3%FinancePGProcter & Gamble$53,145,6870.0%367,9431.3%Consumer StaplesFNFabrinet$51,481,8470.0%98,7151.3%TechnologyITTITT$50,625,7260.0%265,7101.2%IndustrialsUTHRUnited Therapeutics$50,403,3000.0%85,0001.2%HealthcareTE CONNECTIVITY (SZ)$45,984,4000.0%220,0001.1%COMMIELYMitsubishi Electric$43,462,9000.0%670,0001.1%IndustrialsOSKOshkosh$40,833,1100.0%277,3801.0%IndustrialsARISTA NETWORKS INC COM SHS$39,903,5000.0%325,0001.0%COMEQIXEquinix$39,209,6000.0%40,0001.0%Real EstateSUNSunoco$38,982,0000.0%600,0000.9%EnergyEPDEnterprise Products Partners$38,521,1200.0%1,018,0000.9%EnergyPLDPrologis$38,217,2030.0%289,1300.9%Real EstateWALMART$29,606,6030.0%238,2250.7%COMWYWeyerhaeuser$27,680,6560.0%1,133,0600.7%Real EstateBIPBrookfield Infrastructure Partners$26,433,9160.0%731,8360.6%UtilitiesBEPBrookfield Renewable Partners$25,482,2110.0%780,7050.6%UtilitiesNHINational Health Investors$21,023,6000.0%260,0000.5%Real EstateSPHSuburban Propane Partners$20,005,0400.0%1,016,0000.5%UtilitiesETEnergy Transfer$18,817,5000.0%975,0000.5%EnergyMAMastercard$14,282,7810.0%28,5850.3%FinanceSPGIS&P Global$11,496,9400.0%27,0300.3%FinanceHONHoneywell International$11,107,7920.0%49,1430.3%IndustrialsIBMInternational Business Machines$9,805,8870.0%40,4550.2%TechnologyJNJJohnson & Johnson$8,907,1490.0%36,4390.2%HealthcareTMOThermo Fisher Scientific$8,648,4700.0%17,5950.2%HealthcareULTAUlta Beauty$6,941,5890.0%13,2800.2%Consumer DiscretionaryCHDChurch & Dwight$6,872,1780.0%73,6410.2%Consumer StaplesXYLXylem$6,784,2540.0%56,7720.2%IndustrialsADPAutomatic Data Processing$5,945,6560.0%29,2630.1%IndustrialsNEENextEra Energy$5,901,5020.0%63,5390.1%UtilitiesWMWaste Management$5,659,4980.0%24,6290.1%IndustrialsAVYAvery Dennison$5,579,6360.0%32,3120.1%MaterialsLHXL3Harris Technologies$4,704,3940.0%13,6300.1%IndustrialsNDSNNordson$4,514,7720.0%16,9690.1%IndustrialsLMTLockheed Martin$4,362,4870.0%7,2180.1%IndustrialsAMZNAmazon.com$3,951,7150.0%18,9740.1%Consumer DiscretionaryPEPPepsiCo$3,909,1150.0%25,1730.1%Consumer StaplesCATCaterpillar$3,892,9880.0%5,4950.1%IndustrialsMARMarriott International$3,381,2500.0%10,3380.1%Consumer DiscretionaryCLColgate-Palmolive$3,302,3220.0%38,7460.1%Consumer StaplesCSCOCisco Systems$3,258,0040.0%41,9900.1%TechnologyEMREmerson Electric$3,168,3260.0%24,1820.1%IndustrialsCNICanadian National Railway$3,162,3360.0%30,7710.1%IndustrialsGOOGLAlphabet$2,825,5650.0%9,8260.1%Communication ServicesCNQCanadian Natural Resources$2,762,9910.0%56,7000.1%EnergyABBVAbbVie$2,705,5760.0%12,4400.1%HealthcareVRTVertiv$2,667,4240.0%10,6450.1%IndustrialsMKCMcCormick & Company, Incorporated$2,614,7090.0%51,8380.1%Consumer StaplesCBChubb$2,312,4730.0%7,0950.1%FinanceTTTrane Technologies$2,139,9600.0%5,1350.1%IndustrialsMCDMcDonald's$2,118,6550.0%6,8170.1%Consumer DiscretionaryROKRockwell Automation$2,058,1770.0%5,7350.1%IndustrialsCPCanadian Pacific Kansas City$2,026,0460.0%25,7570.0%IndustrialsVMCVulcan Materials$1,958,9260.0%7,1940.0%MaterialsKOCocaCola$1,825,3520.0%24,0020.0%Consumer StaplesVZVerizon Communications$1,721,8100.0%34,2990.0%Communication ServicesBMIBadger Meter$1,717,7460.0%11,2750.0%TechnologyAWKAmerican Water Works$1,689,2850.0%12,4130.0%UtilitiesGRMNGarmin$1,560,2670.0%6,7250.0%Consumer DiscretionaryMARSH & MCLENNAN$1,497,9140.0%8,6360.0%COMCMICummins$1,291,2480.0%2,4000.0%IndustrialsCVXChevron$1,233,7450.0%5,9630.0%EnergyShowing largest 100 holdings. 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