BOWEN HANES & CO INC
Top Portfolio Positions
138 positions ·
$3,882,665,199 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| GLW |
Corning Inc /Ny
Technology
|
1,377,592 | $187,311,184 | 4.82% | |
| ATI |
Ati Inc
Industrials
|
1,043,105 | $151,730,053 | 3.91% | |
| GEV |
GE Vernova Inc.
Industrials
|
172,293 | $150,394,559 | 3.87% | |
| AAPL |
Apple Inc.
Technology
|
497,258 | $126,199,107 | 3.25% | |
| TDY |
Teledyne Technologies Inc
Technology
|
185,332 | $112,127,713 | 2.89% | |
| NVDA |
Nvidia Corp
Technology
|
609,815 | $106,351,736 | 2.74% | |
| LLY |
ELI LILLY & Co
Healthcare
|
114,646 | $105,447,951 | 2.72% | |
| AXP |
American Express Co
Financial Services
|
319,754 | $96,719,189 | 2.49% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
95,494 | $95,153,086 | 2.45% | |
| PH |
Parker-Hannifin Corp
Industrials
|
100,295 | $89,788,095 | 2.31% |
Portfolio Trend
Holdings in NHI
Shares Held
Position Value (USD)
5 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $21,023,600 | 260,000 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $19,856,200 | 260,000 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $20,670,000 | 260,000 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $14,024,000 | 200,000 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $10,340,400 | 140,000 | Shares | Sole | 2025-05-14 | |
| No 13F history on record for this holder in this stock. | ||||||