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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 119 项
建仓 14
增持 30
减持 66
清仓 9
方向
标的
Δ市值
现股数(环比)
清仓
RSG
REPUBLIC SVCS
-$58.7M
0
-100%
清仓
—
SIGNET JEWELERS (BM)
-$47.8M
0
-100%
减持
—
GARMIN LTD (SZ)
-$47.8M
23,535
-89%
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
SOLS
SOLSTICE ADVANCED MATL
+$47.6M
979,398
减持
ADP
AUTOMATIC DATA PROCESSING
-$45.1M
48,067
-75%
减持
XYL
XYLEM
-$42.6M
66,427
-81%
建仓
MTZ
MASTEC INC COM
+$42.5M
195,440
清仓
TMUS
T-MOBILE US INC COM
-$38.6M
0
-100%
建仓
ITT
ITT INC
+$37.0M
213,000
减持
LLY
LILLY ELI & COMPANY
+$34.4M
115,294
-2%
增持
BMI
BADGER METER INC
+$34.3M
257,280
+336%
建仓
VIAV
VIAVI SOLUTIONS
+$33.3M
1,870,000
减持
MSFT
MICROSOFT
-$28.0M
196,541
-17%
增持
NFLX
NETFLIX INC
-$27.1M
814,694
+844%
减持
ATI
ATI INC
+$27.0M
1,177,705
-11%
减持
COST
COSTCO WHOLESALE
-$27.0M
95,694
-19%
减持
TTEK
TETRA TECH
-$24.1M
15,975
-98%
增持
ISRG
INTUITIVE SURGICAL
+$23.4M
179,190
+3%
建仓
—
FABRINET SHS (CI)
+$22.8M
50,000
建仓
ROL
ROLLINS INC
+$22.4M
372,645
增持
AMZN
AMAZON.COM INC
+$16.1M
292,402
+25%
减持
HD
HOME DEPOT
-$13.8M
209,079
-1%
减持
META
META PLATFORMS
-$13.1M
795
-96%
增持
TDY
TELEDYNE TECHNOLOGIES
-$12.8M
185,504
+1%
建仓
—
CHARTWELL RETIREMENT (CA)
+$12.3M
840,000
减持
PH
PARKER-HANNIFIN
+$12.1M
100,220
-0%
增持
MIELY
MITSUBISHI ELEC CORP (JP)
+$12.1M
650,000
+30%
增持
VRTX
VERTEX PHARMACEUTICALS
+$11.8M
133,504
+7%
增持
ELAN
ELANCO ANIMAL HEALTH
+$11.7M
2,623,770
+11%
增持
MSI
MOTOROLA SOLUTIONS
-$11.0M
172,300
+2%
减持
PANW
PALO ALTO NETWORKS
-$10.2M
505,656
-0%
减持
AXP
AMERICAN EXPRESS
+$10.0M
320,608
-2%
减持
NVDA
NVIDIA CORP COM
-$9.9M
747,545
-7%
增持
—
EATON CORP (IL)
-$8.5M
203,355
+4%
减持
TMO
THERMO FISHER SCIENTIFIC
+$8.4M
101,505
-2%
增持
KKR
KKR & CO INC
+$8.0M
119,195
+115%
减持
BX
BLACKSTONE INC
-$7.7M
431,407
-1%
减持
AAPL
APPLE INC
+$7.5M
498,335
-1%
减持
CHD
CHURCH AND DWIGHT
-$7.0M
84,176
-47%
增持
BA
BOEING
+$5.7M
283,670
+10%
减持
SPGI
S & P GLOBAL
+$5.5M
153,972
-0%
减持
PG
PROCTER & GAMBLE
-$5.4M
332,618
-4%
增持
—
ASML HOLDING (NE)
+$4.6M
44,980
+0%
减持
CCJ
CAMECO (CA)
+$4.3M
573,975
-0%
增持
TXN
TEXAS INSTRUMENTS
+$4.3M
333,162
+14%
增持
HWKN
HAWKINS INC COM
-$4.3M
364,970
+19%
减持
GLW
CORNING
+$3.7M
1,431,349
-3%
减持
GEV
GE VERNOVA INC
+$3.6M
176,329
-3%
减持
ORCL
ORACLE CORP COM
-$3.1M
10,040
-44%
减持
BSX
BOSTON SCIENTIFIC CORP COM
-$2.8M
13,170
-69%
减持
WELL
WELLTOWER
+$2.6M
345,956
-0%
减持
ZTS
ZOETIS
-$2.4M
14,166
-50%
减持
RYCEY
ROLLS ROYCE HOLDINGS ADR (GB)
-$2.2M
4,313,880
-0%
增持
ULTA
ULTA BEAUTY INC
+$2.0M
13,290
+21%
减持
GOOG
ALPHABET INC CLASS C
+$1.9M
36,941
-7%
减持
JPM
JPMORGAN CHASE
+$1.8M
277,219
-0%
减持
CNQ
CANADIAN NATURAL RESOURCES ADR
-$1.6M
60,800
-47%
增持
—
BROOKFIELD INFRASTRUCTURE PART
+$1.5M
742,523
+1%
增持
MA
MASTERCARD INC CL A
+$1.4M
28,100
+9%
减持
HON
HONEYWELL INT'L
-$1.2M
47,773
-5%
增持
NEE
NEXTERA ENERGY
+$1.2M
56,039
+28%
增持
WY
WEYERHAEUSER
-$1.0M
1,139,310
+1%
减持
KMB
KIMBERLY-CLARK
-$924.1K
9,330
-38%
减持
MRSH
MARSH & MCLENNAN
-$797.8K
8,911
-27%
减持
JNJ
JOHNSON & JOHNSON
+$795.9K
38,424
-0%
建仓
ETR
ENTERGY CORP
+$784.0K
8,480
减持
WPM
WHEATON PRECIOUS METALS (CA)
+$752.8K
594,385
-4%
减持
VMC
VULCAN MATERIALS
-$653.2K
7,194
-18%
增持
IBM
IBM
+$640.6K
26,490
+4%
减持
AVY
AVERY DENNISON
+$630.2K
33,114
-0%
减持
CP
CANADIAN PACIFIC KANSAS CITY L
-$616.2K
33,367
-19%
减持
GOOGL
ALPHABET INC CLASS A
+$606.1K
9,853
-3%
减持
LHX
L3HARRIS
-$589.3K
13,630
-9%
减持
CAT
CATERPILLAR
+$570.1K
6,029
-0%
建仓
BMY
BRISTOL-MYERS SQUIBB
+$542.0K
10,045
清仓
NDSN
NORDSON CORP
-$539.9K
0
-100%
增持
—
SERVICE NOW INC
-$522.6K
14,250
+385%
减持
MKC
MCCORMICK & CO
-$459.5K
58,518
-12%
减持
SCHW
CHARLES SCHWAB CORP
+$443.3K
613,293
-4%
减持
WM
WASTE MANAGEMENT
-$425.3K
24,629
-7%
减持
AWK
AMERICAN WATER WORKS
-$409.1K
12,413
-15%
建仓
—
NOVARTIS AG ADS (SZ)
+$386.0K
2,800
减持
DE
DEERE & CO
-$377.5K
143,247
-2%
清仓
—
AMER SPORTS INC
-$372.5K
0
-100%
建仓
GILD
GILEAD SCIENCES
+$371.0K
3,020
清仓
—
DUPONT DE NEMOURS
-$350.6K
0
-100%
减持
GEHC
GE HEALTHCARE TECHNOLOGIES INC
-$349.7K
12,465
-32%
减持
—
MEDTRONIC PLC (IL)
-$316.1K
9,904
-26%
清仓
SONY
SONY CORP (JP)
-$307.9K
0
-100%
减持
CVX
CHEVRON
-$299.5K
5,463
-25%
减持
MCD
MCDONALD'S
-$292.5K
6,817
-13%
减持
PEP
PEPSICO
-$268.3K
25,523
-9%
建仓
MFC
MANULIFE FINL CORP ADR (CA)
+$260.0K
7,160
建仓
APD
AIR PRODUCTS AND CHEMICALS
+$258.0K
1,045
减持
PFE
PFIZER
-$234.9K
35,984
-19%
建仓
MRK
MERCK & CO INC NEW
+$232.0K
2,204
减持
MAR
MARRIOTT INT'L
+$228.1K
10,338
-10%
减持
BEPC
BROOKFIELD RENEWABLE CORP-A (C
-$209.4K
28,620
-25%
清仓
ITW
ILLINOIS TOOL WORKS
-$208.6K
0
-100%
清仓
NICE
NICE SYS LTD
-$202.7K
0
-100%
减持
V
VISA
+$201.7K
209,247
-2%
减持
—
CHUBB LTD (SZ)
-$183.7K
7,095
-16%
增持
UNP
UNION PACIFIC
+$171.1K
313,143
+2%
减持
FDX
FEDEX CORPORATION
+$166.1K
3,285
-1%
减持
WMT
WALMART
-$165.1K
50,540
-10%
增持
DUK
DUKE ENERGY CORP NEW
+$151.1K
7,143
+29%
增持
DIS
WALT DISNEY
+$149.5K
10,445
+15%
减持
CNI
CANADIAN NAT'L RWY ADR (CA)
+$140.8K
31,946
-0%
减持
ROK
ROCKWELL AUTOMATION
-$123.1K
5,735
-15%
增持
LMT
LOCKHEED MARTIN
-$119.8K
7,873
+0%
增持
VZ
VERIZON COMMUNICATIONS
-$92.7K
32,074
+1%
减持
VRT
VERTIV HOLDINGS
-$85.3K
10,645
-11%
增持
NEM
NEWMONT CORP
+$72.1K
3,844
+4%
减持
KO
COCA-COLA
+$65.9K
24,802
-1%
增持
EMR
EMERSON ELECTRIC
+$52.1K
24,309
+0%
减持
CL
COLGATE PALMOLIVE
-$47.4K
42,637
-0%
减持
UPS
UNITED PARCEL SERVICE
-$43.5K
6,640
-21%
减持
ABT
ABBOTT LABORATORIES
-$31.9K
2,636
-2%
增持
NSC
NORFOLK SOUTHERN
+$23.8K
1,775
+9%
