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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

25Q2 调仓2025-03-31 → 2025-06-30 · 共 95 项建仓 8增持 43减持 34清仓 10

方向

标的

Δ市值

现股数(环比)

增持

IBM IBM

+$66.0M

248,095 +765%

增持

NVDA NVIDIA CORP COM

+$50.6M

974,850 +2%

增持

ATI ATI INC

+$47.4M

1,375,560 +0%

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。

增持

GEV GE VERNOVA INC

+$43.7M

184,718 +4%

清仓

PSTG PURE STORAGE

-$39.8M

0 -100%

减持

NDSN NORDSON CORP

-$39.3M

2,379 -99%

建仓

CRS CARPENTER TECHNOLOGY COM

+$38.7M

140,000

减持

NFLX NETFLIX INC

+$37.7M

113,558 -7%

清仓

FISV FISERV INC COM

-$36.5M

0 -100%

建仓

AIG AMERICAN INT'L GROUP INC

+$36.0M

420,595

减持

TMO THERMO FISHER SCIENTIFIC

-$31.7M

80,830 -38%

增持

MSFT MICROSOFT

+$30.4M

241,690 +1%

增持

RYCEY ROLLS ROYCE HOLDINGS ADR (GB)

+$26.3M

4,043,310 +43%

减持

MRSH MARSH & MCLENNAN

-$21.8M

135,501 -36%

增持

— EATON CORP (IL)

+$17.7M

197,775 +2%

增持

PANW PALO ALTO NETWORKS

+$17.4M

507,926 +0%

增持

AXP AMERICAN EXPRESS

+$16.6M

332,234 +0%

增持

SCHW CHARLES SCHWAB CORP

+$16.6M

311,216 +107%

增持

JPM JPMORGAN CHASE

+$13.7M

281,884 +2%

减持

CCJ CAMECO (CA)

+$13.3M

523,475 -16%

增持

BMI BADGER METER INC

+$13.1M

227,390 +1%

清仓

ULS UL SOLUTIONS INC

-$11.8M

0 -100%

增持

GLW CORNING

+$11.8M

1,494,244 +2%

减持

TTEK TETRA TECH

+$11.8M

1,836,390 -1%

增持

WPM WHEATON PRECIOUS METALS (CA)

+$11.6M

618,275 +9%

增持

AMZN AMAZON.COM INC

+$11.3M

353,592 +1%

增持

— ASML HOLDING (NE)

+$11.2M

50,000 +15%

减持

TMUS T-MOBILE US INC COM

-$10.5M

132,845 -16%

增持

PH PARKER-HANNIFIN

+$10.0M

96,900 +2%

增持

TXN TEXAS INSTRUMENTS

+$9.2M

326,179 +0%

减持

ISRG INTUITIVE SURGICAL

+$8.7M

184,015 -0%

增持

AAPL APPLE INC

-$7.1M

508,916 +1%

清仓

IRM IRON MTN INC

-$6.5M

0 -100%

增持

VRTX VERTEX PHARMACEUTICALS

-$6.2M

180,799 +1%

增持

LLY LILLY ELI & COMPANY

-$5.8M

128,240 +0%

减持

DE DEERE & CO

+$5.6M

146,677 -0%

增持

RSG REPUBLIC SVCS

+$5.3M

254,540 +7%

减持

CAT CATERPILLAR

-$5.0M

8,784 -65%

减持

COST COSTCO WHOLESALE

+$4.6M

126,476 -1%

增持

BX BLACKSTONE INC

+$4.3M

436,131 +0%

增持

PG PROCTER & GAMBLE

-$4.2M

393,440 +0%

建仓

— SERVICE NOW INC

+$3.9M

3,770

减持

WY WEYERHAEUSER

-$3.8M

1,030,960 -0%

增持

NHI NATIONAL HEALTH INVESTORS INC

+$3.7M

200,000 +43%

增持

BSX BOSTON SCIENTIFIC CORP COM

+$3.5M

414,280 +2%

增持

EQIX EQUINIX

+$3.4M

35,000 +17%

减持

KKR KKR & CO INC

-$3.2M

49,690 -41%

增持

SPGI S & P GLOBAL

+$3.1M

156,597 +0%

增持

TDY TELEDYNE TECHNOLOGIES

+$3.0M

184,956 +0%

增持

MSI MOTOROLA SOLUTIONS

-$2.9M

169,450 +0%

清仓

ADBE ADOBE

-$2.4M

0 -100%

减持

AVY AVERY DENNISON

-$2.3M

35,659 -26%

减持

TSLA TESLA MOTORS INC

-$1.9M

131,085 -22%

增持

— GARMIN LTD (SZ)

-$1.8M

225,615 +0%

减持

CRM SALESFORCE INC

-$1.4M

1,200 -82%

减持

— ACCENTURE LTD (IL)

-$1.4M

1,076 -80%

增持

UNP UNION PACIFIC

-$1.1M

302,958 +1%

减持

HON HONEYWELL INT'L

+$987.3K

51,738 -1%

增持

HD HOME DEPOT

+$981.1K

212,714 +1%

减持

V VISA

+$964.4K

214,305 -0%

清仓

APD AIR PRODUCTS AND CHEMICALS

-$884.2K

0 -100%

减持

MKC MCCORMICK & CO

-$805.6K

73,280 -5%

增持

CP CANADIAN PACIFIC KANSAS CITY L

+$795.9K

40,612 +18%

清仓

BDX BECTON DICKINSON & CO

-$699.1K

0 -100%

减持

CNQ CANADIAN NATURAL RESOURCES ADR

-$692.7K

116,050 -18%

增持

PLD PROLOGIS

-$634.7K

247,670 +4%

减持

UPS UNITED PARCEL SERVICE

-$574.5K

8,791 -34%

减持

JNJ JOHNSON & JOHNSON

-$552.0K

38,244 -1%

减持

ADP AUTOMATIC DATA PROCESSING

+$550.8K

195,632 -0%

建仓

MCK MCKESSON CORP

+$516.6K

705

减持

ZTS ZOETIS

-$505.8K

28,826 -5%

增持

PEP PEPSICO

-$498.9K

30,533 +1%

增持

MA MASTERCARD INC CL A

+$473.7K

26,545 +1%

减持

EMR EMERSON ELECTRIC

+$446.5K

28,105 -7%

减持

CVX CHEVRON

-$443.4K

7,293 -18%

清仓

CCI CROWN CASTLE INT'L

-$406.0K

0 -100%

减持

CSCO CISCO SYSTEMS

+$322.0K

42,590 -0%

减持

NEE NEXTERA ENERGY

-$316.1K

43,864 -7%

清仓

REGN REGENERON PHARMACEUTICALS INC

-$263.2K

0 -100%

建仓

INTU INTUIT

+$225.3K

286

增持

BA BOEING

+$219.8K

3,450 +17%

建仓

NEM NEWMONT CORP

+$215.6K

3,700

建仓

WAB WABTEC

+$209.3K

1,000

清仓

OMC OMNICOM GROUP

-$207.3K

0 -100%

建仓

— BROOKFIELD INFRASTRUCTURE CORP

+$205.0K

4,927

减持

MAR MARRIOTT INT'L

+$162.2K

11,438 -8%

减持

FMC FMC CORP

-$157.5K

8,824 -29%

增持

ABBV ABBVIE INC

-$156.6K

14,180 +7%

减持

CNI CANADIAN NAT'L RWY ADR (CA)

-$143.8K

35,996 -10%

减持

LMT LOCKHEED MARTIN

+$124.0K

8,768 -1%

增持

KMI KINDER MORGAN

+$123.9K

21,075 +21%

增持

AWK AMERICAN WATER WORKS

+$98.4K

14,518 +11%

增持

FICO FAIR ISAAC CORP

-$83.8K

30,220 +1%

增持

— CHUBB LTD (SZ)

-$83.1K

8,495 +1%

减持

— DUPONT DE NEMOURS

-$34.9K

4,500 -2%