Bowen Hanes & Co Inc holds a diversified book of 151 reported positions worth $4.1B as of Q1 2026 (disclosed May 14, 2026, a ~44-day 13F lag). This quarter they opened United Therapeutics Corp and trimmed Corning Inc. Their largest long position is Corning Inc at 5% of the reported non-option book. Cloning the disclosed picks since 2013 would be +268% (+10.7%/yr). That is a simulation of the disclosed long book, not audited returns.
The reported book (valued from quarter-end) returned +282.4%, a 14.1-point gap that is the cost of the ~44-day 13F disclosure lag a real follower can't avoid.
Growth of $10,000 cloning Bowen Hanes & Co Inc's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~44 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
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.
97% mapped to company sectors
+4 sectors below the cut, 6% together
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 (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Bowen Hanes & Co Inc
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Emerald Advisors, LLC | 25 / 80 | $629.8M |
| Independent Investors Inc | 24 / 80 | $408.1M |
| Prospect Hill Management, LLC | 9 / 80 | $197.3M |
| Conway Capital Management, Inc. | 16 / 80 | $170.7M |
| Oakmont Corp | 13 / 80 | $377.1M |
| 9823 Capital, L.P. | 8 / 80 | $110.0M |
| Private Capital Advisors, Inc. | 17 / 80 | $821.6M |
| Chapman Investment Management, LLC | 12 / 80 | $86.9M |
Ranked by the share of each fund's own book sitting in the names it shares with Bowen Hanes & Co Inc: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position'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 |
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
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.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q1 2026 | Mar 31, 2026 | May 14, 2026 | 44d | 151 | $4.1B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 10, 2026 | 41d | 154 | $4.0B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 10, 2025 | 41d | 149 | $4.0B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 12, 2025 | 43d | 145 | $4.0B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 14, 2025 | 44d | 147 | $3.6B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 10, 2025 | 41d | 150 | $3.7B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 12, 2024 | 43d | 151 | $3.8B | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Aug 12, 2024 | 43d | 149 | $3.6B | 13F-HR |
| Q1 2024 | Mar 31, 2024 | May 13, 2024 | 43d | 151 | $3.5B | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Feb 12, 2024 | 43d | 147 | $3.3B | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Nov 13, 2023 | 44d | 142 | $3.0B | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Aug 14, 2023 | 45d | 143 | $3.1B | 13F-HR |
| Q1 2023 | Mar 31, 2023 | May 12, 2023 | 42d | 144 | $2.9B | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Feb 9, 2023 | 40d | 144 | $2.8B | 13F-HR |
| Q3 2022 | Sep 30, 2022 | Nov 14, 2022 | 45d | 147 | $2.6B | 13F-HR |
| Q2 2022 | Jun 30, 2022 | Aug 12, 2022 | 43d | 151 | $2.8B | 13F-HR |
| Q1 2022 | Mar 31, 2022 | May 12, 2022 | 42d | 157 | $3.4B | 13F-HR |
| Q4 2021 | Dec 31, 2021 | Feb 11, 2022 | 42d | 159 | $3.5B | 13F-HR |
| Q3 2021 | Sep 30, 2021 | Nov 15, 2021 | 46d | 154 | $3.3B | 13F-HR |
| Q2 2021 | Jun 30, 2021 | Aug 12, 2021 | 43d | 149 | $3.3B | 13F-HR |
| Q1 2021 | Mar 31, 2021 | May 18, 2021 | 48d | 148 | $3.1B | 13F-HR/A |
| Q4 2020 | Dec 31, 2020 | Feb 8, 2021 | 39d | 143 | $3.0B | 13F-HR |
| Q3 2020 | Sep 30, 2020 | Feb 8, 2021 | 131d | 138 | $2.8B | 13F-HR/A |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. 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.