Institutional manager
BOWEN HANES & CO INC
Holds positions in 118 of the S&P 500, worth $2.97bn as reported for the quarter ended 31-mar-2026.
Positions held118of 488 index companies covered
Reported value$2.97bnS&P 500 positions only
Top ten weight39%how concentrated the book is
Filing entities1single filer
Largest positions
The 60 biggest by reported value, of 118 held. The rest are smaller than every one of these.
Corning Inc.GLW1.4m$187mInformation TechnologyGE VernovaGEV172,293$150mIndustrialsApple Inc.AAPL497,258$126mInformation TechnologyTeledyne TechnologiesTDY185,332$112mInformation TechnologyNvidiaNVDA609,815$106mInformation TechnologyLilly (Eli)LLY114,646$105mHealth CareAmerican ExpressAXP319,754$97mFinancialsCostcoCOST95,494$95mConsumer StaplesParker HannifinPH100,295$90mIndustrialsTexas InstrumentsTXN459,387$89mInformation TechnologyPalo Alto NetworksPANW524,331$84mInformation TechnologyIntuitive SurgicalISRG180,975$83mHealth CareJPMorgan ChaseJPM275,470$81mFinancialsDeere & CompanyDE143,367$81mIndustrialsNetflixNFLX820,550$79mCommunication ServicesMotorola SolutionsMSI180,185$78mInformation TechnologyUnion Pacific CorporationUNP313,033$76mIndustrialsEaton CorporationETN204,380$73mIndustrialsMicrosoftMSFT196,513$73mInformation TechnologyCharles Schwab CorporationSCHW740,788$70mFinancialsAlphabet Inc. (Class A)GOOGL239,466$69mCommunication ServicesHome Depot (The)HD208,569$69mConsumer DiscretionaryWelltowerWELL345,956$68mReal EstateVisa Inc.V209,327$63mFinancialsVertex PharmaceuticalsVRTX135,399$60mHealth CareASML HoldingASML44,980$59mBoeingBA285,670$57mIndustrialsBlackstone Inc.BX473,338$54mFinancialsProcter & GamblePG367,943$53mConsumer StaplesTE ConnectivityTEL220,000$46mInformation TechnologyArista NetworksANET325,000$40mInformation TechnologyEquinixEQIX40,000$39mReal EstateENTERPRISE PRODUCTS PARTNERS L.P.EPD1.0m$39mPrologisPLD289,130$38mReal EstateWalmartWMT238,225$30mConsumer StaplesWeyerhaeuserWY1.1m$28mReal EstateEnergy Transfer LPET975,000$19mMastercardMA28,585$14mFinancialsS&P GlobalSPGI27,030$11mFinancialsHoneywell TechnologiesHON49,143$11mIndustrialsIBMIBM40,455$10mInformation TechnologyJohnson & JohnsonJNJ36,439$9mHealth CareThermo Fisher ScientificTMO17,595$9mHealth CareUlta BeautyULTA13,280$7mConsumer DiscretionaryChurch & DwightCHD73,641$7mConsumer StaplesXylem Inc.XYL56,772$7mIndustrialsAutomatic Data ProcessingADP29,263$6mIndustrialsNextEra EnergyNEE63,539$6mUtilitiesWaste ManagementWM24,629$6mIndustrialsAvery DennisonAVY32,312$6mMaterialsL3HarrisLHX13,630$5mIndustrialsNordson CorporationNDSN16,969$5mIndustrialsLockheed MartinLMT7,218$4mIndustrialsAmazonAMZN18,974$4mConsumer DiscretionaryPepsiCoPEP25,173$4mConsumer StaplesCaterpillar Inc.CAT5,495$4mIndustrialsMarriott InternationalMAR10,338$3mConsumer DiscretionaryColgate-PalmoliveCL38,746$3mConsumer StaplesCiscoCSCO41,990$3mInformation TechnologyEmerson ElectricEMR24,182$3mIndustrials
What this page is not
Positions in the companies this site covers, from 13F filings, which report US listed, long, US custodied holdings. A manager's real book is larger than this in every case: anything outside the index, outside US custody, held through derivatives, or below its reporting obligation is not here.