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BOWEN HANES & CO INC 13F 持仓明细(2026-03-31) · 小隐寺数据中心

BOWEN HANES & CO INC

报告期 2026-03-31 · CIK 0001077583

持仓数

151

前50大市值合计

$3.72B

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

GLW CORNING

COM

$187.3M

1,377,592

5.0%

ATI ATI INC

COM

$151.7M

1,043,105

4.1%

GEV GE VERNOVA INC

COM

$150.4M

172,293

4.0%

AAPL APPLE INC

COM

$126.2M

497,258

3.4%

TDY TELEDYNE TECHNOLOGIES

COM

$112.1M

185,332

3.0%

NVDA NVIDIA CORP COM

COM

$106.4M

609,815

2.9%

LLY LILLY ELI & COMPANY

COM

$105.4M

114,646

2.8%

AXP AMERICAN EXPRESS

COM

$96.7M

319,754

2.6%

COST COSTCO WHOLESALE

COM

$95.2M

95,494

2.6%

PH PARKER-HANNIFIN

COM

$89.8M

100,295

2.4%

TXN TEXAS INSTRUMENTS

COM

$89.2M

459,387

2.4%

PANW PALO ALTO NETWORKS

COM

$84.1M

524,331

2.3%

ISRG INTUITIVE SURGICAL

COM

$83.4M

180,975

2.2%

JPM JPMORGAN CHASE

COM

$81.0M

275,470

2.2%

DE DEERE & CO

COM

$80.8M

143,367

2.2%

NFLX NETFLIX INC

COM

$78.9M

820,550

2.1%

MSI MOTOROLA SOLUTIONS

COM

$78.2M

180,185

2.1%

WPM WHEATON PRECIOUS METALS (CA)

COM

$77.4M

591,030

2.1%

SOLS SOLSTICE ADVANCED MATL

COM

$76.8M

1,008,031

2.1%

UNP UNION PACIFIC

COM

$75.9M

313,033

2.0%

— EATON CORP (IL)

COM

$73.1M

204,380

2.0%

MSFT MICROSOFT

COM

$72.7M

196,513

2.0%

SCHW CHARLES SCHWAB CORP

COM

$69.6M

740,788

1.9%

MTZ MASTEC INC COM

COM

$69.3M

215,465

1.9%

HD HOME DEPOT

COM

$68.6M

208,569

1.8%

WELL WELLTOWER

COM

$68.4M

345,956

1.8%

VIAV VIAVI SOLUTIONS

COM

$66.6M

2,000,000

1.8%

GOOG ALPHABET INC CLASS C

COM

$65.9M

229,640

1.8%

RYCEY ROLLS ROYCE HOLDINGS ADR (GB)

COM

$65.2M

4,230,215

1.8%

ELAN ELANCO ANIMAL HEALTH

COM

$63.3M

2,647,270

1.7%

V VISA

COM

$63.3M

209,327

1.7%

CRS CARPENTER TECHNOLOGY COM

COM

$63.1M

160,000

1.7%

CCJ CAMECO (CA)

COM

$62.1M

571,975

1.7%

VRTX VERTEX PHARMACEUTICALS

COM

$60.5M

135,399

1.6%

— ASML HOLDING (NE)

COM

$59.4M

44,980

1.6%

HWKN HAWKINS INC COM

COM

$58.4M

380,520

1.6%

BA BOEING

COM

$56.9M

285,670

1.5%

BX BLACKSTONE INC

COM

$54.4M

473,338

1.5%

PG PROCTER & GAMBLE

COM

$53.1M

367,943

1.4%

— FABRINET SHS (CI)

COM

$51.5M

98,715

1.4%

ITT ITT INC

COM

$50.6M

265,710

1.4%

UTHR UNITED THERAPEUTICS

COM

$50.4M

85,000

1.4%

— TE CONNECTIVITY (SZ)

COM

$46.0M

220,000

1.2%

MIELY MITSUBISHI ELEC CORP (JP)

COM

$43.5M

670,000

1.2%

OSK OSHKOSH CORP

COM

$40.8M

277,380

1.1%

ANET ARISTA NETWORKS INC COM SHS

COM

$39.9M

325,000

1.1%

EQIX EQUINIX

COM

$39.2M

40,000

1.1%

SUN SUNOCO LP

COM

$39.0M

600,000

1.0%

EPD ENTERPRISE PRODUCTS PARTNERS L

COM

$38.5M

1,018,000

1.0%

PLD PROLOGIS

COM

$38.2M

289,130

1.0%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

22%前 6 大占比

GLW5.0%ATI4.1%GEV4.0%AAPL3.4%TDY3.0%NVDA2.9%