Sponsored
The Analysis of BOWEN HANES & CO INC's Holdings & P&L
Currently, BOWEN HANES & CO INC holds 151 types of securities in its portfolio with a total value $4.1B. In the most recent quarter, they have increased their positions in N/A (+192.7K shares, valued at $55.3M), UTHR (+85.0K shares, valued at $50.4M), OSK (+277.4K shares, valued at $40.8M); decreased their positions in AMZN (-273.4K shares, valued at $56.9M), SPGI (-126.9K shares, valued at $54.0M), TMO (-83.9K shares, valued at $41.2M); initiated new positions in UTHR (+85.0K shares, valued at $50.4M), OSK (+277.4K shares, valued at $40.8M), NDSN (+17.0K shares, valued at $4.5M).
1M P&L
+75.9M+1.92%
3M P&L
+216.0M+5.66%
HY P&L
+661.7M+19.63%
P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.
Top Holding Treemap
Top Industries by Value
1Credit Services208.0K
6.0%
2Semiconductors198.2K
5.7%
3Software - Infrastructure191.2K
5.5%
Top Industries by Stock Count
1Specialty Industrial Machinery7 stocks
5.6%
2Drug Manufacturers - General6 stocks
4.8%
3Aerospace & Defense4 stocks
3.2%
Sponsored
Stock Holdings
TickerCompany NameSharesShares β³%Event DateReport DateHistory
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
BROOKFIELD INFRASTRUCTURE PART BROOKFIELD INFRASTRUCTURE PART731.8K shares-1.44%2026-03-312026-05-14
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
CANADIAN PACIFIC KANSAS CITY L CANADIAN PACIFIC KANSAS CITY L25.8K shares-22.81%2026-03-312026-05-14
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
GLW
-3.76%CORNING
Shares1.4M
Event2026-03-31
Filed2026-05-14
ATI
-11.43%ATI INC
Shares1.0M
Event2026-03-31
Filed2026-05-14
GEV
-2.29%GE VERNOVA INC
Shares172.3K
Event2026-03-31
Filed2026-05-14
AAPL
-0.22%APPLE INC
Shares497.3K
Event2026-03-31
Filed2026-05-14
TDY
-0.09%TELEDYNE TECHNOLOGIES
Shares185.3K
Event2026-03-31
Filed2026-05-14
NVDA
-18.42%NVIDIA CORP COM
Shares609.8K
Event2026-03-31
Filed2026-05-14
LLY
-0.56%LILLY ELI & COMPANY
Shares114.6K
Event2026-03-31
Filed2026-05-14
AXP
-0.27%AMERICAN EXPRESS
Shares319.8K
Event2026-03-31
Filed2026-05-14
COST
-0.21%COSTCO WHOLESALE
Shares95.5K
Event2026-03-31
Filed2026-05-14
PH
0.07%PARKER-HANNIFIN
Shares100.3K
Event2026-03-31
Filed2026-05-14
TXN
37.89%TEXAS INSTRUMENTS
Shares459.4K
Event2026-03-31
Filed2026-05-14
PANW
3.69%PALO ALTO NETWORKS
Shares524.3K
Event2026-03-31
Filed2026-05-14
ISRG
1.00%INTUITIVE SURGICAL
Shares181.0K
Event2026-03-31
Filed2026-05-14
JPM
-0.63%JPMORGAN CHASE
Shares275.5K
Event2026-03-31
Filed2026-05-14
DE
0.08%DEERE & CO
Shares143.4K
Event2026-03-31
Filed2026-05-14
NFLX
0.72%NETFLIX INC
Shares820.5K
Event2026-03-31
Filed2026-05-14
MSI
4.58%MOTOROLA SOLUTIONS
Shares180.2K
Event2026-03-31
Filed2026-05-14
WPM
-0.56%WHEATON PRECIOUS METALS (CA)
Shares591.0K
Event2026-03-31
Filed2026-05-14
SOLSTICE ADVANCED MATL
2.92%SOLSTICE ADVANCED MATL
Shares1.0M
Event2026-03-31
Filed2026-05-14
UNP
-0.04%UNION PACIFIC
Shares313.0K
Event2026-03-31
Filed2026-05-14
EATON CORP (IL)
0.50%EATON CORP (IL)
Shares204.4K
Event2026-03-31
Filed2026-05-14
MSFT
-0.01%MICROSOFT
Shares196.5K
Event2026-03-31
Filed2026-05-14
SCHW
20.79%CHARLES SCHWAB CORP
Shares740.8K
Event2026-03-31
Filed2026-05-14
MTZ
10.25%MASTEC INC COM
Shares215.5K
Event2026-03-31
Filed2026-05-14
HD
-0.24%HOME DEPOT
Shares208.6K
Event2026-03-31
Filed2026-05-14
WELL
0.00%WELLTOWER
Shares346.0K
Event2026-03-31
Filed2026-05-14
VIAV
6.95%VIAVI SOLUTIONS
Shares2.0M
Event2026-03-31
Filed2026-05-14
ALPHABET INC CLASS C
521.64%ALPHABET INC CLASS C
Shares229.6K
Event2026-03-31
Filed2026-05-14
ROLLS ROYCE HOLDINGS ADR (GB)
-1.94%ROLLS ROYCE HOLDINGS ADR (GB)
Shares4.2M
Event2026-03-31
Filed2026-05-14
ELAN
0.90%ELANCO ANIMAL HEALTH
Shares2.6M
Event2026-03-31
Filed2026-05-14
V
0.04%VISA
Shares209.3K
Event2026-03-31
Filed2026-05-14
CRS
0.00%CARPENTER TECHNOLOGY COM
Shares160.0K
Event2026-03-31
Filed2026-05-14
CCJ
-0.35%CAMECO (CA)
Shares572.0K
Event2026-03-31
Filed2026-05-14
VRTX
1.42%VERTEX PHARMACEUTICALS
Shares135.4K
Event2026-03-31
Filed2026-05-14
ASML
0.00%ASML HOLDING (NE)
Shares45.0K
Event2026-03-31
Filed2026-05-14
HWKN
4.26%HAWKINS INC COM
Shares380.5K
Event2026-03-31
Filed2026-05-14
BA
0.71%BOEING
Shares285.7K
Event2026-03-31
Filed2026-05-14
BLACKSTONE INC
9.72%BLACKSTONE INC
Shares473.3K
Event2026-03-31
Filed2026-05-14
PG
10.62%PROCTER & GAMBLE
Shares367.9K
Event2026-03-31
Filed2026-05-14
FN
97.43%FABRINET SHS (CI)
Shares98.7K
Event2026-03-31
Filed2026-05-14
ITT INC
24.75%ITT INC
Shares265.7K
Event2026-03-31
Filed2026-05-14
UTHR
NewUNITED THERAPEUTICS
Shares85.0K
Event2026-03-31
Filed2026-05-14
TE CONNECTIVITY (SZ)
12.82%TE CONNECTIVITY (SZ)
Shares220.0K
Event2026-03-31
Filed2026-05-14
MITSUBISHI ELEC CORP (JP)
3.08%MITSUBISHI ELEC CORP (JP)
Shares670.0K
Event2026-03-31
Filed2026-05-14
OSK
NewOSHKOSH CORP
Shares277.4K
Event2026-03-31
Filed2026-05-14
ARISTA NETWORKS INC COM SHS
0.00%ARISTA NETWORKS INC COM SHS
Shares325.0K
Event2026-03-31
Filed2026-05-14
EQIX
0.00%EQUINIX
Shares40.0K
Event2026-03-31
Filed2026-05-14
SUN
0.00%SUNOCO LP
Shares600.0K
Event2026-03-31
Filed2026-05-14
EPD
0.00%ENTERPRISE PRODUCTS PARTNERS L
Shares1.0M
Event2026-03-31
Filed2026-05-14
PLD
-0.01%PROLOGIS
Shares289.1K
Event2026-03-31
Filed2026-05-14
WMT
371.36%WALMART
Shares238.2K
Event2026-03-31
Filed2026-05-14
WY
-0.55%WEYERHAEUSER
Shares1.1M
Event2026-03-31
Filed2026-05-14
BROOKFIELD INFRASTRUCTURE PART
-1.44%BROOKFIELD INFRASTRUCTURE PART
Shares731.8K
Event2026-03-31
Filed2026-05-14
BEP
0.00%BROOKFIELD RENEWABLE PARTNERS
Shares780.7K
Event2026-03-31
Filed2026-05-14
NHI
0.00%NATIONAL HEALTH INVESTORS INC
Shares260.0K
Event2026-03-31
Filed2026-05-14
SPH
0.00%SUBURBAN PROPANE PARTNERS LP
Shares1.0M
Event2026-03-31
Filed2026-05-14
ENERGY TRANSFER LP
0.00%ENERGY TRANSFER LP
Shares975.0K
Event2026-03-31
Filed2026-05-14
MA
1.73%MASTERCARD INC CL A
Shares28.6K
Event2026-03-31
Filed2026-05-14
SPGI
-82.44%S & P GLOBAL
Shares27.0K
Event2026-03-31
Filed2026-05-14
HON
2.87%HONEYWELL INT'L
Shares49.1K
Event2026-03-31
Filed2026-05-14
IBM
52.72%IBM
Shares40.5K
Event2026-03-31
Filed2026-05-14
JNJ
-5.17%JOHNSON & JOHNSON
Shares36.4K
Event2026-03-31
Filed2026-05-14
TMO
-82.67%THERMO FISHER SCIENTIFIC
Shares17.6K
Event2026-03-31
Filed2026-05-14
ULTA
-0.08%ULTA BEAUTY INC
Shares13.3K
Event2026-03-31
Filed2026-05-14
CHD
-12.52%CHURCH AND DWIGHT
Shares73.6K
Event2026-03-31
Filed2026-05-14
XYL
-14.53%XYLEM
Shares56.8K
Event2026-03-31
Filed2026-05-14
ADP
-39.12%AUTOMATIC DATA PROCESSING
Shares29.3K
Event2026-03-31
Filed2026-05-14
NEE
13.38%NEXTERA ENERGY
Shares63.5K
Event2026-03-31
Filed2026-05-14
WM
0.00%WASTE MANAGEMENT
Shares24.6K
Event2026-03-31
Filed2026-05-14
AVY
-2.42%AVERY DENNISON
Shares32.3K
Event2026-03-31
Filed2026-05-14
LHX
0.00%L3HARRIS
Shares13.6K
Event2026-03-31
Filed2026-05-14
NDSN
NewNORDSON CORP
Shares17.0K
Event2026-03-31
Filed2026-05-14
LMT
-8.32%LOCKHEED MARTIN
Shares7.2K
Event2026-03-31
Filed2026-05-14
AMZN
-93.51%AMAZON.COM INC
Shares19.0K
Event2026-03-31
Filed2026-05-14
PEP
-1.37%PEPSICO
Shares25.2K
Event2026-03-31
Filed2026-05-14
CAT
-8.86%CATERPILLAR
Shares5.5K
Event2026-03-31
Filed2026-05-14
MAR
0.00%MARRIOTT INT'L
Shares10.3K
Event2026-03-31
Filed2026-05-14
CL
-9.13%COLGATE PALMOLIVE
Shares38.7K
Event2026-03-31
Filed2026-05-14
CSCO
-1.41%CISCO SYSTEMS
Shares42.0K
Event2026-03-31
Filed2026-05-14
EMR
-0.52%EMERSON ELECTRIC
Shares24.2K
Event2026-03-31
Filed2026-05-14
CNI
-3.68%CANADIAN NAT'L RWY ADR (CA)
Shares30.8K
Event2026-03-31
Filed2026-05-14
ALPHABET INC CLASS A
-0.27%ALPHABET INC CLASS A
Shares9.8K
Event2026-03-31
Filed2026-05-14
CNQ
-6.74%CANADIAN NATURAL RESOURCES ADR
Shares56.7K
Event2026-03-31
Filed2026-05-14
ABBV
4.19%ABBVIE INC
Shares12.4K
Event2026-03-31
Filed2026-05-14
VRT
0.00%VERTIV HOLDINGS
Shares10.6K
Event2026-03-31
Filed2026-05-14
MKC
-11.42%MCCORMICK & CO
Shares51.8K
Event2026-03-31
Filed2026-05-14
CB
0.00%CHUBB LTD (SZ)
Shares7.1K
Event2026-03-31
Filed2026-05-14
TT
0.00%TRANE TECHNOLOGIES PLC (IL)
Shares5.1K
Event2026-03-31
Filed2026-05-14
MCD
0.00%MCDONALD'S
Shares6.8K
Event2026-03-31
Filed2026-05-14
ROK
0.00%ROCKWELL AUTOMATION
Shares5.7K
Event2026-03-31
Filed2026-05-14
CANADIAN PACIFIC KANSAS CITY L
-22.81%CANADIAN PACIFIC KANSAS CITY L
Shares25.8K
Event2026-03-31
Filed2026-05-14
VMC
0.00%VULCAN MATERIALS
Shares7.2K
Event2026-03-31
Filed2026-05-14
KO
-3.23%COCA-COLA
Shares24.0K
Event2026-03-31
Filed2026-05-14
VZ
6.94%VERIZON COMMUNICATIONS
Shares34.3K
Event2026-03-31
Filed2026-05-14
BMI
-95.62%BADGER METER INC
Shares11.3K
Event2026-03-31
Filed2026-05-14
AWK
0.00%AMERICAN WATER WORKS
Shares12.4K
Event2026-03-31
Filed2026-05-14
GRMN
-71.43%GARMIN LTD (SZ)
Shares6.7K
Event2026-03-31
Filed2026-05-14
MMC
-3.09%MARSH & MCLENNAN
Shares8.6K
Event2026-03-31
Filed2026-05-14
CMI
0.00%CUMMINS INC
Shares2.4K
Event2026-03-31
Filed2026-05-14
CVX
9.15%CHEVRON
Shares6.0K
Event2026-03-31
Filed2026-05-14
ZTS
-28.27%ZOETIS
Shares10.2K
Event2026-03-31
Filed2026-05-14
FDX
0.00%FEDEX CORPORATION
Shares3.3K
Event2026-03-31
Filed2026-05-14
BROOKFIELD RENEWABLE CORP-A (C
0.00%BROOKFIELD RENEWABLE CORP-A (C
Shares28.6K
Event2026-03-31
Filed2026-05-14
TSM
0.00%TAIWAN SEMICONDUCTOR MFG (TW)
Shares3.3K
Event2026-03-31
Filed2026-05-14
SERVICE NOW INC
-29.82%SERVICE NOW INC
Shares10.0K
Event2026-03-31
Filed2026-05-14
RTX
0.00%RTX CORP
Shares5.3K
Event2026-03-31
Filed2026-05-14
ETR
6.07%ENTERGY CORP
Shares9.0K
Event2026-03-31
Filed2026-05-14
PFE
0.00%PFIZER
Shares36.0K
Event2026-03-31
Filed2026-05-14
BMY
63.71%BRISTOL-MYERS SQUIBB
Shares16.4K
Event2026-03-31
Filed2026-05-14
BNS
0.00%BANK OF NOVA SCOTIA ADR (CA)
Shares14.3K
Event2026-03-31
Filed2026-05-14
ORCL
-33.47%ORACLE CORP COM
Shares6.7K
Event2026-03-31
Filed2026-05-14
GEHC
-0.48%GE HEALTHCARE TECHNOLOGIES INC
Shares12.4K
Event2026-03-31
Filed2026-05-14
EXXON MOBIL
56.85%EXXON MOBIL
Shares5.2K
Event2026-03-31
Filed2026-05-14
MEDTRONIC PLC (IL)
0.00%MEDTRONIC PLC (IL)
Shares9.9K
Event2026-03-31
Filed2026-05-14
CHKP
7.34%CHECK POINT SOFTWARE TECH (IS)
Shares5.8K
Event2026-03-31
Filed2026-05-14
DUKE ENERGY CORP NEW
-11.20%DUKE ENERGY CORP NEW
Shares6.3K
Event2026-03-31
Filed2026-05-14
KMB
-12.22%KIMBERLY-CLARK
Shares8.2K
Event2026-03-31
Filed2026-05-14
STT
0.00%STATE STREET
Shares6.0K
Event2026-03-31
Filed2026-05-14
DIS
-26.33%WALT DISNEY
Shares7.7K
Event2026-03-31
Filed2026-05-14
LOW
0.00%LOWE'S COMPANIES
Shares3.1K
Event2026-03-31
Filed2026-05-14
IP
0.00%INT'L PAPER
Shares19.4K
Event2026-03-31
Filed2026-05-14
SNA
0.00%SNAP-ON
Shares1.9K
Event2026-03-31
Filed2026-05-14
BSX
-19.89%BOSTON SCIENTIFIC CORP COM
Shares10.6K
Event2026-03-31
Filed2026-05-14
KMI
-7.12%KINDER MORGAN
Shares19.6K
Event2026-03-31
Filed2026-05-14
UPS
-18.75%UNITED PARCEL SERVICE
Shares5.4K
Event2026-03-31
Filed2026-05-14
GNRC
0.00%GENERAC HOLDINGS
Shares2.5K
Event2026-03-31
Filed2026-05-14
TTEK
0.00%TETRA TECH
Shares16.0K
Event2026-03-31
Filed2026-05-14
ROCHE HOLDING AG (SZ)
0.00%ROCHE HOLDING AG (SZ)
Shares9.6K
Event2026-03-31
Filed2026-05-14
EFX
0.00%EQUIFAX
Shares2.5K
Event2026-03-31
Filed2026-05-14
LAM RESEARCH CORP
-24.53%LAM RESEARCH CORP
Shares2.0K
Event2026-03-31
Filed2026-05-14
NSC
-16.90%NORFOLK SOUTHERN
Shares1.5K
Event2026-03-31
Filed2026-05-14
NEM
0.00%NEWMONT CORP
Shares3.8K
Event2026-03-31
Filed2026-05-14
CAPITAL ONE FINANCIAL CP
0.00%CAPITAL ONE FINANCIAL CP
Shares2.2K
Event2026-03-31
Filed2026-05-14
TSLA
0.00%TESLA MOTORS INC
Shares1.0K
Event2026-03-31
Filed2026-05-14
C
0.00%CITIGROUP INC
Shares3.2K
Event2026-03-31
Filed2026-05-14
MMM
0.00%3M COMPANY
Shares2.5K
Event2026-03-31
Filed2026-05-14
AON PLC
0.00%AON PLC
Shares1.0K
Event2026-03-31
Filed2026-05-14
DUPONT DE NEMOURS
NewDUPONT DE NEMOURS
Shares7.0K
Event2026-03-31
Filed2026-05-14
MERCK & CO INC NEW
0.00%MERCK & CO INC NEW
Shares2.2K
Event2026-03-31
Filed2026-05-14
ABT
-2.54%ABBOTT LABORATORIES
Shares2.6K
Event2026-03-31
Filed2026-05-14
MDLZ
0.00%MONDELEZ INTERNATIONAL
Shares4.4K
Event2026-03-31
Filed2026-05-14
PNC
0.00%PNC FINL SVCS GROUP
Shares1.2K
Event2026-03-31
Filed2026-05-14
WAB
0.00%WABTEC
Shares1.0K
Event2026-03-31
Filed2026-05-14
QNITY ELECTRONICS INC
NewQNITY ELECTRONICS INC
Shares2.1K
Event2026-03-31
Filed2026-05-14
ADSK
0.00%AUTODESK INC COM
Shares1.0K
Event2026-03-31
Filed2026-05-14
APD
-28.71%AIR PRODUCTS AND CHEMICALS
Shares745
Event2026-03-31
Filed2026-05-14
NOVARTIS AG ADS (SZ)
-50.00%NOVARTIS AG ADS (SZ)
Shares1.4K
Event2026-03-31
Filed2026-05-14
ACCENTURE LTD (IL)
0.00%ACCENTURE LTD (IL)
Shares1.1K
Event2026-03-31
Filed2026-05-14
IR
0.00%INGERSOLL RAND (IL)
Shares2.6K
Event2026-03-31
Filed2026-05-14
GILD
-50.00%GILEAD SCIENCES
Shares1.5K
Event2026-03-31
Filed2026-05-14
ITW
NewILLINOIS TOOL WORKS
Shares800
Event2026-03-31
Filed2026-05-14
Call Option Holdings
No call option holdings data available
No call option holdings data available
Put Option Holdings
No put option holdings data available
No put option holdings data available