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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
$3.72B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 101 项
建仓 6
增持 23
减持 68
清仓 4
方向
标的
Δ市值
现股数(环比)
减持
SCHW
CHARLES SCHWAB CORP
-$60.9M
118,654
-87%
增持
GLW
CORNING
+$53.6M
1,283,994
+1029%
增持
JPM
JPMORGAN CHASE
+$47.7M
260,657
+624%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
减持
BA
BOEING
-$44.4M
6,295
-97%
增持
WPM
WHEATON PRECIOUS METALS (CA)
+$42.2M
740,015
+1195%
清仓
CMG
CHIPOTLE MEXICAN GRILL
-$40.3M
0
-100%
减持
LMT
LOCKHEED MARTIN
-$28.8M
15,968
-80%
增持
PH
PARKER-HANNIFIN
+$28.6M
53,090
+439%
减持
PSTG
PURE STORAGE
-$18.0M
800,000
-12%
减持
HON
HONEYWELL INT'L
-$15.8M
195,166
-26%
减持
ATI
ATI INC
+$14.6M
1,365,180
-1%
减持
AXP
AMERICAN EXPRESS
+$13.1M
339,894
-1%
增持
BX
BLACKSTONE INC
+$12.8M
435,971
+0%
增持
TTEK
TETRA TECH
+$12.5M
2,014,725
+399%
增持
BMI
BADGER METER INC
+$12.3M
211,530
+16%
减持
HD
HOME DEPOT
+$12.3M
209,930
-1%
减持
HWKN
HAWKINS INC COM
+$11.1M
307,940
-0%
减持
AAPL
APPLE INC
+$10.4M
511,999
-1%
减持
MCK
MCKESSON CORP
-$9.8M
85,350
-4%
减持
SPGI
S & P GLOBAL
+$9.7M
158,024
-2%
减持
MSI
MOTOROLA SOLUTIONS
+$9.3M
170,625
-2%
增持
LDOS
LEIDOS HOLDINGS
+$9.1M
291,655
+11%
减持
TDY
TELEDYNE TECHNOLOGIES
+$8.8M
185,961
-1%
减持
ISRG
INTUITIVE SURGICAL
+$8.1M
185,275
-1%
减持
WELL
WELLTOWER
+$8.0M
346,281
-1%
减持
ADP
AUTOMATIC DATA PROCESSING
+$7.7M
206,422
-0%
减持
DE
DEERE & CO
+$7.4M
176,688
-0%
减持
TMO
THERMO FISHER SCIENTIFIC
+$7.3M
117,816
-1%
增持
MKC
MCCORMICK & CO
+$7.2M
443,516
+7%
减持
UNP
UNION PACIFIC
+$5.7M
289,086
-0%
增持
—
ACCENTURE LTD (IL)
+$5.6M
108,796
+0%
增持
NDSN
NORDSON CORP
+$5.4M
173,748
+0%
减持
CCJ
CAMECO (CA)
-$5.2M
621,250
-12%
减持
MAR
MARRIOTT INT'L
-$5.0M
12,438
-63%
减持
MSFT
MICROSOFT
-$4.9M
241,041
-1%
减持
NFLX
NETFLIX INC
+$4.4M
131,595
-0%
减持
COST
COSTCO WHOLESALE
+$4.1M
130,101
-1%
增持
PLD
PROLOGIS
+$4.0M
242,454
+2%
建仓
TMUS
T-MOBILE US INC COM
+$4.0M
19,450
减持
GOOG
ALPHABET INC CLASS C
-$4.0M
227,620
-1%
增持
PG
PROCTER & GAMBLE
+$3.8M
396,562
+1%
减持
CNQ
CANADIAN NATURAL RESOURCES ADR
-$3.7M
1,397,970
-1%
减持
TXN
TEXAS INSTRUMENTS
+$3.5M
328,712
-1%
减持
AVY
AVERY DENNISON
-$3.1M
290,533
-6%
增持
—
GARMIN LTD (SZ)
+$3.0M
221,675
+0%
增持
—
EATON CORP (IL)
+$3.0M
164,295
+0%
减持
LLY
LILLY ELI & COMPANY
-$2.9M
125,314
-0%
减持
NVDA
NVIDIA CORP COM
-$2.6M
1,063,415
-0%
减持
V
VISA
+$2.4M
220,988
-1%
减持
RSG
REPUBLIC SVCS
-$2.0M
199,085
-8%
增持
REGN
REGENERON PHARMACEUTICALS INC
+$1.8M
36,450
+5%
减持
MA
MASTERCARD INC CL A
+$1.2M
25,240
-1%
减持
MRSH
MARSH & MCLENNAN
+$1.2M
267,451
-4%
减持
ZTS
ZOETIS
+$977.4K
211,488
-9%
增持
ABBV
ABBVIE INC
+$951.7K
13,635
+34%
减持
VRTX
VERTEX PHARMACEUTICALS
-$941.7K
178,884
-0%
减持
SPH
SUBURBAN PROPANE PARTNERS LP
-$888.4K
819,000
-0%
清仓
HSY
HERSHEY
-$796.0K
0
-100%
增持
ORCL
ORACLE CORP COM
+$553.3K
18,708
+0%
减持
PANW
PALO ALTO NETWORKS
+$551.5K
252,942
-0%
减持
CVX
CHEVRON
-$504.1K
50,903
-0%
增持
—
MEDTRONIC PLC (IL)
+$474.1K
22,695
+14%
减持
CAT
CATERPILLAR
+$439.3K
7,944
-1%
减持
ADBE
ADOBE
-$387.4K
6,213
-4%
增持
GEHC
GE HEALTHCARE TECHNOLOGIES INC
+$321.0K
18,245
+2%
清仓
GILD
GILEAD SCIENCES
-$309.4K
0
-100%
增持
—
CHUBB LTD (SZ)
+$290.1K
7,637
+2%
清仓
DOW
DOW INC
-$286.5K
0
-100%
减持
JNJ
JOHNSON & JOHNSON
+$249.7K
40,981
-6%
减持
CP
CANADIAN PACIFIC KANSAS CITY L
+$230.1K
34,517
-0%
建仓
PNC
PNC FINL SVCS GROUP
+$228.8K
1,238
建仓
NEM
NEWMONT CORP
+$221.8K
4,150
建仓
—
BROOKFIELD INFRASTRUCTURE CORP
+$214.0K
4,927
建仓
ITW
ILLINOIS TOOL WORKS
+$209.7K
800
建仓
SONY
SONY CORP (JP)
+$206.6K
2,139
减持
KMB
KIMBERLY-CLARK
-$188.7K
9,970
-14%
减持
MCD
MCDONALD'S
+$181.6K
7,823
-9%
减持
APD
AIR PRODUCTS AND CHEMICALS
-$171.8K
3,000
-27%
减持
CSCO
CISCO SYSTEMS
-$168.8K
43,060
-17%
减持
BHP
BHP GROUP LTD (AU)
-$164.3K
7,075
-33%
减持
XYL
XYLEM
-$152.9K
57,083
-2%
减持
NSC
NORFOLK SOUTHERN
-$149.0K
1,625
-37%
增持
WM
WASTE MANAGEMENT
-$130.3K
26,411
+0%
增持
AMZN
AMAZON.COM INC
-$116.6K
305,743
+4%
减持
KO
COCA-COLA
+$89.6K
26,532
-7%
减持
EPD
ENTERPRISE PRODUCTS PARTNERS L
+$87.8K
898,000
-0%
减持
LHX
L3HARRIS
+$82.9K
14,655
-3%
减持
UPS
UNITED PARCEL SERVICE
-$78.7K
20,136
-2%
减持
ROK
ROCKWELL AUTOMATION
-$73.9K
6,835
-1%
减持
TM
TOYOTA MOTOR (JP)
-$63.1K
1,615
-6%
减持
NSRGY
NESTLE SA ADR (SZ)
-$59.3K
16,036
-2%
减持
CCI
CROWN CASTLE INT'L
+$52.0K
4,400
-9%
减持
CHD
CHURCH AND DWIGHT
+$51.1K
489,604
-1%
减持
STT
STATE STREET
+$45.9K
6,038
-8%
减持
IP
INT'L PAPER
+$45.6K
21,630
-8%
减持
EMR
EMERSON ELECTRIC
-$29.3K
30,131
-0%
减持
PFE
PFIZER
-$24.9K
61,471
-5%
减持
MFC
MANULIFE FINL CORP ADR (CA)
+$19.9K
15,870
-6%
减持
VMC
VULCAN MATERIALS
+$8.9K
8,616
-0%
减持
BDX
BECTON DICKINSON & CO
-$5.5K
3,052
-4%
减持
VZ
VERIZON COMMUNICATIONS
+$807
37,864
-8%
