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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

26Q1 调仓2025-12-31 → 2026-03-31 · 共 110 项建仓 6增持 36减持 59清仓 9

方向

标的

Δ市值

现股数(环比)

减持

SPGI S & P GLOBAL

-$69.0M

27,030 -82%

减持

AMZN AMAZON.COM INC

-$63.5M

18,974 -94%

减持

GLW CORNING

+$62.0M

1,377,592 -4%

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

GOOG ALPHABET INC CLASS C

+$54.3M

229,640 +522%

清仓

FICO FAIR ISAAC CORP

-$50.7M

0 -100%

建仓

UTHR UNITED THERAPEUTICS

+$50.4M

85,000

减持

TMO THERMO FISHER SCIENTIFIC

-$50.2M

17,595 -83%

减持

BMI BADGER METER INC

-$43.2M

11,275 -96%

建仓

OSK OSHKOSH CORP

+$40.8M

277,380

减持

GEV GE VERNOVA INC

+$35.2M

172,293 -2%

增持

VIAV VIAVI SOLUTIONS

+$33.2M

2,000,000 +7%

减持

NVDA NVIDIA CORP COM

-$33.1M

609,815 -18%

增持

TXN TEXAS INSTRUMENTS

+$31.4M

459,387 +38%

增持

SOLS SOLSTICE ADVANCED MATL

+$29.2M

1,008,031 +3%

增持

— FABRINET SHS (CI)

+$28.7M

98,715 +97%

增持

MTZ MASTEC INC COM

+$26.8M

215,465 +10%

增持

WMT WALMART

+$24.0M

238,225 +371%

清仓

ROL ROLLINS INC

-$22.4M

0 -100%

减持

MSFT MICROSOFT

-$22.3M

196,513 -0%

减持

AXP AMERICAN EXPRESS

-$21.9M

319,754 -0%

减持

LLY LILLY ELI & COMPANY

-$18.5M

114,646 -1%

增持

ISRG INTUITIVE SURGICAL

-$18.1M

180,975 +1%

减持

TDY TELEDYNE TECHNOLOGIES

+$17.4M

185,332 -0%

减持

ATI ATI INC

+$16.6M

1,043,105 -11%

清仓

KKR KKR & CO INC

-$15.2M

0 -100%

增持

DE DEERE & CO

+$14.1M

143,367 +0%

增持

ITT ITT INC

+$13.7M

265,710 +25%

减持

COST COSTCO WHOLESALE

+$12.6M

95,494 -0%

清仓

— CHARTWELL RETIREMENT (CA)

-$12.3M

0 -100%

增持

MSI MOTOROLA SOLUTIONS

+$12.1M

180,185 +5%

增持

BX BLACKSTONE INC

-$12.1M

473,338 +10%

增持

V VISA

-$10.1M

209,327 +0%

减持

CCJ CAMECO (CA)

+$9.6M

571,975 -0%

减持

AAPL APPLE INC

-$9.3M

497,258 -0%

增持

PANW PALO ALTO NETWORKS

-$9.1M

524,331 +4%

增持

SCHW CHARLES SCHWAB CORP

+$8.3M

740,788 +21%

增持

— EATON CORP (IL)

+$8.3M

204,380 +1%

减持

JPM JPMORGAN CHASE

-$8.3M

275,470 -1%

减持

WPM WHEATON PRECIOUS METALS (CA)

+$7.6M

591,030 -1%

增持

HWKN HAWKINS INC COM

+$6.6M

380,520 +4%

减持

ADP AUTOMATIC DATA PROCESSING

-$6.4M

29,263 -39%

增持

MIELY MITSUBISHI ELEC CORP (JP)

+$5.8M

670,000 +3%

增持

PG PROCTER & GAMBLE

+$5.5M

367,943 +11%

增持

BA BOEING

-$4.7M

285,670 +1%

建仓

NDSN NORDSON CORP

+$4.5M

16,969

增持

ELAN ELANCO ANIMAL HEALTH

+$4.0M

2,647,270 +1%

减持

UNP UNION PACIFIC

+$3.5M

313,033 -0%

减持

HD HOME DEPOT

-$3.3M

208,569 -0%

减持

— GARMIN LTD (SZ)

-$3.2M

6,725 -71%

减持

RYCEY ROLLS ROYCE HOLDINGS ADR (GB)

-$2.6M

4,230,215 -2%

增持

NFLX NETFLIX INC

+$2.5M

820,550 +1%

减持

XYL XYLEM

-$2.3M

56,772 -15%

增持

IBM IBM

+$2.0M

40,455 +53%

增持

HON HONEYWELL INT'L

+$1.8M

49,143 +3%

增持

MA MASTERCARD INC CL A

-$1.8M

28,585 +2%

增持

PH PARKER-HANNIFIN

+$1.7M

100,295 +0%

增持

— TE CONNECTIVITY (SZ)

+$1.6M

220,000 +13%

增持

NEE NEXTERA ENERGY

+$1.4M

63,539 +13%

减持

MKC MCCORMICK & CO

-$1.4M

51,838 -11%

减持

PLD PROLOGIS

+$1.3M

289,130 -0%

减持

— SERVICE NOW INC

-$1.1M

10,000 -30%

减持

ULTA ULTA BEAUTY INC

-$1.1M

13,280 -0%

减持

ORCL ORACLE CORP COM

-$974.3K

6,680 -33%

减持

JNJ JOHNSON & JOHNSON

+$955.1K

36,439 -5%

减持

CNQ CANADIAN NATURAL RESOURCES ADR

+$705.0K

56,700 -7%

减持

WY WEYERHAEUSER

+$690.7K

1,133,060 -1%

减持

— BROOKFIELD INFRASTRUCTURE PART

+$638.9K

731,836 -1%

减持

BSX BOSTON SCIENTIFIC CORP COM

-$594.0K

10,550 -20%

减持

ZTS ZOETIS

-$580.9K

10,161 -28%

减持

LMT LOCKHEED MARTIN

+$554.5K

7,218 -8%

清仓

META META PLATFORMS

-$525.0K

0 -100%

增持

— EXXON MOBIL

+$481.5K

5,184 +57%

增持

BMY BRISTOL-MYERS SQUIBB

+$455.4K

16,445 +64%

减持

DIS WALT DISNEY

-$446.4K

7,695 -26%

减持

AVY AVERY DENNISON

-$443.4K

32,312 -2%

减持

CAT CATERPILLAR

+$439.0K

5,495 -9%

减持

CP CANADIAN PACIFIC KANSAS CITY L

-$431.0K

25,757 -23%

增持

VZ VERIZON COMMUNICATIONS

+$415.8K

34,299 +7%

增持

CVX CHEVRON

+$400.7K

5,963 +9%

建仓

— DUPONT DE NEMOURS

+$320.6K

7,000

清仓

MFC MANULIFE FINL CORP ADR (CA)

-$260.0K

0 -100%

减持

GOOGL ALPHABET INC CLASS A

-$258.4K

9,826 -0%

建仓

— QNITY ELECTRONICS INC

+$248.1K

2,150

减持

PEP PEPSICO

+$246.1K

25,173 -1%

增持

ETR ENTERGY CORP

+$226.7K

8,995 +6%

清仓

— BROOKFIELD INFRASTRUCTURE CORP

-$224.0K

0 -100%

清仓

A AGILENT TECHNOLOGIES

-$218.0K

0 -100%

建仓

ITW ILLINOIS TOOL WORKS

+$208.2K

800

清仓

CCI CROWN CASTLE INT'L

-$202.0K

0 -100%

减持

CHD CHURCH AND DWIGHT

-$185.8K

73,641 -13%

增持

— CHECK POINT SOFTWARE TECH (IS)

-$175.3K

5,850 +7%

减持

— NOVARTIS AG ADS (SZ)

-$172.2K

1,400 -50%

减持

GILD GILEAD SCIENCES

-$160.6K

1,510 -50%

减持

MRSH MARSH & MCLENNAN

-$155.1K

8,636 -3%

减持

KMB KIMBERLY-CLARK

-$150.9K

8,190 -12%

减持

GEHC GE HEALTHCARE TECHNOLOGIES INC

-$139.0K

12,405 -0%

减持

UPS UNITED PARCEL SERVICE

-$128.2K

5,395 -19%

减持

KO COCA-COLA

+$91.4K

24,002 -3%

减持

NSC NORFOLK SOUTHERN

-$88.7K

1,475 -17%

减持

KMI KINDER MORGAN

+$77.3K

19,575 -7%

减持

CL COLGATE PALMOLIVE

-$66.7K

38,746 -9%

减持

ABT ABBOTT LABORATORIES

-$66.2K

2,569 -3%

增持

VRTX VERTEX PHARMACEUTICALS

-$63.9K

135,399 +1%

减持

EMR EMERSON ELECTRIC

-$57.7K

24,182 -1%

减持

APD AIR PRODUCTS AND CHEMICALS

-$41.6K

745 -29%

减持

LRCX LAM RESEARCH CORP

-$26.7K

2,000 -25%

减持

CSCO CISCO SYSTEMS

-$23.0K

41,990 -1%

增持

ABBV ABBVIE INC

-$22.4K

12,440 +4%

减持

DUK DUKE ENERGY CORP NEW

-$6.4K

6,343 -11%

减持

CNI CANADIAN NAT'L RWY ADR (CA)

+$4.3K

30,771 -4%