Bowen Hanes & Co Inc holds a diversified book of 150 stocks worth $4.1B as of Q1 2026 (disclosed May 14, 2026, a ~45-day 13F lag). This quarter they opened UNITED THERAPEUTICS CORP and trimmed CORNING. Their largest long position is CORNING at 5% of the equity book.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1077583/holdings"
Use Arkolith to show BOWEN HANES & CO INC's latest holdings, largest changes, and filing provenance.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
31% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Corning COM | $187.3M | 1.38M | 4.6% | ▼−3.8% Reduced · −54K sh | |
| 2 | Ati Inc COM | $151.7M | 1.04M | 3.7% | ▼−11% Reduced · −135K sh | |
| 3 | Ge Vernova Inc COM | $150.4M | 172.3K | 3.7% | ▼−2.3% Reduced · −4K sh | |
| 4 | Apple Inc COM | $126.2M | 497.3K | 3.1% | ▼−0.2% Reduced · −1K sh | |
| 5 | Teledyne Technologies COM | $112.1M | 185.3K | 2.7% | ▼−0.1% Reduced · −172 sh | |
| 6 | Nvidia Corp Com COM | $106.4M | 609.8K | 2.6% | ▼−18% Reduced · −138K sh | |
| 7 | Lilly Eli & Company COM | $105.4M | 114.6K | 2.6% | ▼−0.6% Reduced · −648 sh | |
| 8 | American Express COM | $96.7M | 319.8K | 2.4% | ▼−0.3% Reduced · −854 sh | |
| 9 | Costco Wholesale COM | $95.2M | 95.5K | 2.3% | ▼−0.2% Reduced · −200 sh | |
| 10 | Parker-Hannifin COM | $89.8M | 100.3K | 2.2% | ▲+0.1% Added · +75 sh | |
| 11 | Texas Instruments COM | $89.2M | 459.4K | 2.2% | ▲+38% Added · +126K sh | |
| 12 | Palo Alto Networks COM | $84.1M | 524.3K | 2.0% | ▲+3.7% Added · +19K sh | |
| 13 | Intuitive Surgical COM | $83.4M | 181.0K | 2.0% | ▲+1.0% Added · +2K sh | |
| 14 | JPMorgan Chase COM | $81.0M | 275.5K | 2.0% | ▼−0.6% Reduced · −2K sh | |
| 15 | Deere & Co COM | $80.8M | 143.4K | 2.0% | ▲+0.1% Added · +120 sh | |
| 16 | Netflix Inc COM | $78.9M | 820.5K | 1.9% | ▲+0.7% Added · +6K sh | |
| 17 | Motorola Solutions COM | $78.2M | 180.2K | 1.9% | ▲+4.6% Added · +8K sh | |
| 18 | Wheaton Precious Metals (Ca) COM | $77.4M | 591.0K | 1.9% | ▼−0.6% Reduced · −3K sh | |
| 19 | Solstice Advanced Matl COM | $76.8M | 1.01M | 1.9% | ▲+2.9% Added · +29K sh | |
| 20 | Union Pacific COM | $75.9M | 313.0K | 1.8% | ▼~0% Reduced · −110 sh | |
| 21 | Eaton Corp (Il) COM | $73.1M | 204.4K | 1.8% | ▲+0.5% Added · +1K sh | |
| 22 | Microsoft COM | $72.7M | 196.5K | 1.8% | ▼~0% Reduced · −28 sh | |
| 23 | Charles Schwab Corp COM | $69.6M | 740.8K | 1.7% | ▲+21% Added · +127K sh | |
| 24 | Mastec Inc Com COM | $69.3M | 215.5K | 1.7% | ▲+10% Added · +20K sh | |
| 25 | Home Depot COM | $68.6M | 208.6K | 1.7% | ▼−0.2% Reduced · −510 sh | |
| 26 | Welltower COM | $68.4M | 346.0K | 1.7% | —Held | |
| 27 | Viavi Solutions COM | $66.6M | 2.00M | 1.6% | ▲+7.0% Added · +130K sh | |
| 28 | Alphabet Inc Class C COM | $65.9M | 229.6K | 1.6% | ▲+522% Added · +193K sh | |
| 29 | Rolls Royce Holdings ADR (GB) COM | $65.2M | 4.23M | 1.6% | ▼−1.9% Reduced · −84K sh | |
| 30 | Elanco Animal Health COM | $63.3M | 2.65M | 1.5% | ▲+0.9% Added · +24K sh | |
| 31 | VISA COM | $63.3M | 209.3K | 1.5% | ▲~0% Added · +80 sh | |
| 32 | Carpenter Technology Com COM | $63.1M | 160.0K | 1.5% | —Held | |
| 33 | Cameco (Ca) COM | $62.1M | 572.0K | 1.5% | ▼−0.3% Reduced · −2K sh | |
| 34 | Vertex Pharmaceuticals COM | $60.5M | 135.4K | 1.5% | ▲+1.4% Added · +2K sh | |
| 35 | Asml Holding (Ne) COM | $59.4M | 45.0K | 1.4% | —Held | |
| 36 | Hawkins Inc Com COM | $58.4M | 380.5K | 1.4% | ▲+4.3% Added · +16K sh | |
| 37 | Boeing COM | $56.9M | 285.7K | 1.4% | ▲+0.7% Added · +2K sh | |
| 38 | Blackstone Inc COM | $54.4M | 473.3K | 1.3% | ▲+9.7% Added · +42K sh | |
| 39 | Procter & Gamble COM | $53.1M | 367.9K | 1.3% | ▲+11% Added · +35K sh | |
| 40 | Fabrinet SHS (Ci) COM | $51.5M | 98.7K | 1.3% | ▲+97% Added · +49K sh | |
| 41 | Itt Inc COM | $50.6M | 265.7K | 1.2% | ▲+25% Added · +53K sh | |
| 42 | United Therapeutics COM | $50.4M | 85.0K | 1.2% | ▲New New position | |
| 43 | Te Connectivity (SZ) COM | $46.0M | 220.0K | 1.1% | ▲+13% Added · +25K sh | |
| 44 | Mitsubishi Elec Corp (JP) COM | $43.5M | 670.0K | 1.1% | ▲+3.1% Added · +20K sh | |
| 45 | Oshkosh Corp COM | $40.8M | 277.4K | 1.0% | ▲New New position | |
| 46 | Arista Networks Inc Com SHS COM | $39.9M | 325.0K | 1.0% | —Held | |
| 47 | Equinix COM | $39.2M | 40.0K | 1.0% | —Held | |
| 48 | Sunoco LP COM | $39.0M | 600.0K | 0.9% | —Held | |
| 49 | Enterprise Products Partners L COM | $38.5M | 1.02M | 0.9% | —Held | |
| 50 | Prologis COM | $38.2M | 289.1K | 0.9% | ▼~0% Reduced · −40 sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q1 2026 | Mar 31, 2026 | May 14, 2026 | 151 | $4.1B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 10, 2026 | 154 | $4.0B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 10, 2025 | 149 | $4.0B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 12, 2025 | 145 | $4.0B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 14, 2025 | 147 | $3.6B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 10, 2025 | 150 | $3.7B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 12, 2024 | 151 | $3.8B | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Aug 12, 2024 | 149 | $3.6B | 13F-HR |
| Q1 2024 | Mar 31, 2024 | May 13, 2024 | 151 | $3.5B | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Feb 12, 2024 | 147 | $3.3B | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Nov 13, 2023 | 142 | $3.0B | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Aug 14, 2023 | 143 | $3.1B | 13F-HR |
| Q1 2023 | Mar 31, 2023 | May 12, 2023 | 144 | $2.9B | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Feb 9, 2023 | 144 | $2.8B | 13F-HR |
| Q3 2022 | Sep 30, 2022 | Nov 14, 2022 | 147 | $2.6B | 13F-HR |
| Q2 2022 | Jun 30, 2022 | Aug 12, 2022 | 151 | $2.8B | 13F-HR |
| Q1 2022 | Mar 31, 2022 | May 12, 2022 | 157 | $3.4B | 13F-HR |
| Q4 2021 | Dec 31, 2021 | Feb 11, 2022 | 159 | $3.5B | 13F-HR |
| Q3 2021 | Sep 30, 2021 | Nov 15, 2021 | 154 | $3.3B | 13F-HR |
| Q2 2021 | Jun 30, 2021 | Aug 12, 2021 | 149 | $3.3B | 13F-HR |
| Q1 2021 | Mar 31, 2021 | May 18, 2021 | 148 | $3.1B | 13F-HR/A |
| Q4 2020 | Dec 31, 2020 | Feb 8, 2021 | 143 | $3.0B | 13F-HR |
| Q3 2020 | Sep 30, 2020 | Feb 8, 2021 | 138 | $2.8B | 13F-HR/A |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.