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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

25Q3 调仓2025-06-30 → 2025-09-30 · 共 107 项建仓 12增持 26减持 61清仓 8

方向

标的

Δ市值

现股数(环比)

减持

IBM IBM

-$65.9M

25,540 -90%

增持

BA BOEING

+$55.1M

258,760 +7400%

减持

NFLX NETFLIX INC

-$48.6M

86,298 -24%

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。

建仓

— SIGNET JEWELERS (BM)

+$47.8M

498,715

建仓

ELAN ELANCO ANIMAL HEALTH

+$47.6M

2,364,770

建仓

ANET ARISTA NETWORKS INC COM SHS

+$47.4M

325,000

减持

BMI BADGER METER INC

-$45.2M

58,975 -74%

增持

XYL XYLEM

+$44.3M

350,437 +514%

减持

GLW CORNING

+$43.0M

1,482,159 -1%

建仓

— TE CONNECTIVITY (SZ)

+$42.8M

195,000

减持

TTEK TETRA TECH

-$41.4M

737,425 -60%

减持

TSLA TESLA MOTORS INC

-$41.2M

1,000 -99%

减持

BSX BOSTON SCIENTIFIC CORP COM

-$40.4M

41,825 -90%

清仓

AIG AMERICAN INT'L GROUP INC

-$36.0M

0 -100%

增持

SCHW CHARLES SCHWAB CORP

+$32.4M

637,171 +105%

减持

CHD CHURCH AND DWIGHT

-$32.1M

160,239 -67%

减持

VRTX VERTEX PHARMACEUTICALS

-$31.8M

124,434 -31%

减持

MRSH MARSH & MCLENNAN

-$27.2M

12,161 -91%

减持

AMZN AMAZON.COM INC

-$26.2M

234,122 -34%

建仓

MIELY MITSUBISHI ELEC CORP (JP)

+$25.6M

500,000

减持

AAPL APPLE INC

+$23.5M

502,486 -1%

减持

ISRG INTUITIVE SURGICAL

-$21.9M

174,510 -5%

增持

TMO THERMO FISHER SCIENTIFIC

+$17.7M

104,050 +29%

清仓

— EXTRA SPACE STORAGE

-$16.5M

0 -100%

增持

RYCEY ROLLS ROYCE HOLDINGS ADR (GB)

+$15.9M

4,321,380 +7%

减持

COST COSTCO WHOLESALE

-$15.7M

118,281 -6%

清仓

MAA MID AMERICA APARTMENT COMM

-$14.8M

0 -100%

减持

TXN TEXAS INSTRUMENTS

-$14.2M

291,162 -11%

减持

GEV GE VERNOVA INC

+$13.9M

181,483 -2%

建仓

META META PLATFORMS

+$13.6M

18,525

减持

WPM WHEATON PRECIOUS METALS (CA)

+$13.6M

617,840 -0%

减持

TDY TELEDYNE TECHNOLOGIES

+$12.8M

183,524 -1%

减持

ATI ATI INC

-$10.6M

1,329,220 -3%

减持

LLY LILLY ELI & COMPANY

-$10.5M

117,310 -9%

减持

FICO FAIR ISAAC CORP

-$10.3M

30,000 -1%

减持

PG PROCTER & GAMBLE

-$9.6M

345,338 -12%

增持

CCJ CAMECO (CA)

+$9.3M

574,475 +10%

减持

BX BLACKSTONE INC

+$9.0M

434,306 -0%

减持

WELL WELLTOWER

+$8.4M

346,081 -0%

增持

PH PARKER-HANNIFIN

+$8.3M

100,265 +3%

减持

HD HOME DEPOT

+$7.7M

211,504 -1%

减持

SPGI S & P GLOBAL

-$7.6M

154,032 -2%

增持

PLD PROLOGIS

+$7.1M

289,170 +17%

增持

TMUS T-MOBILE US INC COM

+$6.9M

161,075 +21%

增持

NHI NATIONAL HEALTH INVESTORS INC

+$6.6M

260,000 +30%

建仓

ULTA ULTA BEAUTY INC

+$6.0M

10,995

减持

MSI MOTOROLA SOLUTIONS

+$5.8M

168,535 -1%

减持

JPM JPMORGAN CHASE

+$5.8M

277,324 -2%

减持

— GARMIN LTD (SZ)

+$5.5M

213,435 -5%

减持

NVDA NVIDIA CORP COM

-$4.7M

800,025 -18%

增持

RSG REPUBLIC SVCS

-$4.1M

255,710 +0%

增持

— ENERGY TRANSFER LP

+$4.0M

975,000 +39%

增持

SPH SUBURBAN PROPANE PARTNERS LP

+$3.8M

1,016,000 +25%

增持

EQIX EQUINIX

+$3.5M

40,000 +14%

减持

— ASML HOLDING (NE)

+$3.5M

44,960 -10%

增持

V VISA

-$2.9M

214,375 +0%

增持

ADP AUTOMATIC DATA PROCESSING

-$2.8M

195,952 +0%

减持

MSFT MICROSOFT

+$2.8M

237,516 -2%

减持

— EATON CORP (IL)

+$2.7M

195,780 -1%

减持

AXP AMERICAN EXPRESS

+$2.6M

326,919 -2%

增持

UNP UNION PACIFIC

+$2.6M

305,728 +1%

减持

GOOG ALPHABET INC CLASS C

+$1.8M

39,788 -10%

减持

HON HONEYWELL INT'L

-$1.5M

50,031 -3%

增持

WY WEYERHAEUSER

+$1.5M

1,129,260 +10%

增持

JNJ JOHNSON & JOHNSON

+$1.3M

38,594 +1%

减持

— SERVICE NOW INC

-$1.2M

2,940 -22%

减持

MKC MCCORMICK & CO

-$1.1M

66,440 -9%

减持

ORCL ORACLE CORP COM

+$966.3K

18,018 -4%

减持

AVY AVERY DENNISON

-$864.3K

33,254 -7%

减持

CL COLGATE PALMOLIVE

-$761.5K

42,737 -7%

减持

CNI CANADIAN NAT'L RWY ADR (CA)

-$727.8K

31,996 -11%

减持

— BROOKFIELD INFRASTRUCTURE PART

-$675.5K

738,023 -1%

增持

KMB KIMBERLY-CLARK

+$644.4K

15,000 +58%

减持

PANW PALO ALTO NETWORKS

-$598.5K

507,531 -0%

增持

CRS CARPENTER TECHNOLOGY COM

+$593.2K

160,000 +14%

增持

KKR KKR & CO INC

+$586.4K

55,380 +11%

减持

EMR EMERSON ELECTRIC

-$573.3K

24,195 -14%

减持

CAT CATERPILLAR

-$526.1K

6,044 -31%

清仓

MCK MCKESSON CORP

-$516.6K

0 -100%

增持

VMC VULCAN MATERIALS

+$455.9K

8,794 +2%

建仓

— AMER SPORTS INC

+$372.5K

10,720

清仓

FMC FMC CORP

-$368.4K

0 -100%

建仓

LRCX LAM RESEARCH CORP

+$354.8K

2,650

减持

ZTS ZOETIS

-$334.7K

28,436 -1%

清仓

CRM SALESFORCE INC

-$327.2K

0 -100%

清仓

MFC MANULIFE FINL CORP ADR (CA)

-$294.2K

0 -100%

减持

MA MASTERCARD INC CL A

-$272.7K

25,745 -3%

减持

NEE NEXTERA ENERGY

+$251.2K

43,664 -0%

清仓

INTU INTUIT

-$225.3K

0 -100%

建仓

CCI CROWN CASTLE INT'L

+$219.0K

2,270

建仓

ITW ILLINOIS TOOL WORKS

+$208.6K

800

建仓

A AGILENT TECHNOLOGIES

+$205.4K

1,600

减持

UPS UNITED PARCEL SERVICE

-$184.9K

8,410 -4%

减持

FDX FEDEX CORPORATION

-$153.6K

3,320 -19%

增持

CP CANADIAN PACIFIC KANSAS CITY L

-$146.1K

41,257 +2%

减持

LMT LOCKHEED MARTIN

-$133.0K

7,868 -10%

减持

KO COCA-COLA

-$132.6K

25,152 -1%

减持

ABBV ABBVIE INC

+$132.5K

11,940 -16%

减持

PEP PEPSICO

-$100.2K

27,993 -8%

减持

IR INGERSOLL RAND (IL)

-$89.5K

2,646 -29%

增持

VZ VERIZON COMMUNICATIONS

+$64.9K

31,824 +3%

减持

CNQ CANADIAN NATURAL RESOURCES ADR

+$49.0K

115,550 -0%

减持

BEPC BROOKFIELD RENEWABLE CORP-A (C

+$36.4K

37,955 -2%

减持

GEHC GE HEALTHCARE TECHNOLOGIES INC

+$12.9K

18,265 -0%

减持

PFE PFIZER

+$11.4K

44,384 -4%

减持

— MEDTRONIC PLC (IL)

-$10.3K

13,304 -9%

增持

AWK AMERICAN WATER WORKS

+$9.5K

14,578 +0%