§ 13F · FUND PROFILE
BOWEN HANES & CO INC.
AUM · $4.1B (13F)Positions · 151Turnover · n/a · Q2Filed · Aug 13, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | GLW | CORNING | 1.38M | $187M | 4.6% | ±0% |
| 2 | ATI | ATI INC | 1.04M | $152M | 3.7% | ±0% |
| 3 | GEV | GE VERNOVA INC | 172K | $150M | 3.7% | ±0% |
| 4 | AAPL | APPLE INC | 497K | $126M | 3.1% | ±0% |
| 5 | TDY | TELEDYNE TECHNOLOGIES | 185K | $112M | 2.7% | ±0% |
| 6 | NVDA | NVIDIA CORP COM | 610K | $106M | 2.6% | ±0% |
| 7 | LLY | LILLY ELI & COMPANY | 115K | $105M | 2.6% | ±0% |
| 8 | AXP | AMERICAN EXPRESS | 320K | $97M | 2.4% | ±0% |
| 9 | COST | COSTCO WHOLESALE | 95K | $95M | 2.3% | ±0% |
| 10 | PH | PARKER-HANNIFIN | 100K | $90M | 2.2% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE BOWEN SIGNAL
AC read
BOWEN HANES & CO INC is a Other fund managing $4.1 billion in assets. The fund runs a portfolio of 151 positions.
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