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BOWEN HANES & CO INC 13F portfolio summary

BOWEN HANES & CO INC of BOWEN HANES & CO INC has 151 current stock holdings with a reported portfolio value of $4.11B. The portfolio 1 year return is +29.50%. Top holdings include GLW (4.56%), ATI (3.69%), GEV (3.66%), AAPL (3.07%), TDY (2.73%).

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BOWEN HANES & CO INC

BOWEN HANES & CO INC
Latest filing: 2026-06-30

BOWEN HANES & CO INC runs BOWEN HANES & CO INC and currently holds 151 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $4.11B. Their top holdings are GLW, ATI, GEV, AAPL, TDY. The top five represent 17.7% of reported portfolio weight. BOWEN HANES & CO INC ranks #N/A out of 1000 investors tracked by Alpha Score. Their current best-performing preview position is PANW with returns of +112.71%.

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Top 5 Holdings
GLW4.6%
ATI3.7%
GEV3.7%
AAPL3.1%
TDY2.7%
Top 5: 17.7%
Portfolio Returns
1 Year
+29.50%
#0/1000
3 Year
+77.16%
#0/1000
5 Year
+78.19%
#0/1000

Portfolio Value

$4.11B

Alpha Score

62.0

#0 of 1000

Holdings

151

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151 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change
GLW
CORNING
4.56%$44.74$149.82+234.87%
Held
ATI
ATI INC
3.69%$27.59$206.94+650.05%
Held
GEV
GE VERNOVA INC
3.66%$314.75$956.64+203.94%
Held
AAPL
APPLE INC
3.07%$23.27$309.35+1,229.39%
Held
TDY
TELEDYNE TECHNOLOGIES
2.73%$72.16$636.43+781.97%
Held
NVDA
NVIDIA CORP COM
2.59%$10.49$214.76+1,947.28%
Held
LLY
LILLY ELI & COMPANY
2.57%$290.47$1,254.77+331.98%
Held
AXP
AMERICAN EXPRESS
2.36%$148.28$336.07+126.65%
Held
COST
COSTCO WHOLESALE
2.32%$300.54$947.74+215.35%
Held
PH
PARKER-HANNIFIN
2.19%$590.66$1,002.55+69.73%
Held

Showing 1-10 of 151