account_balance
Investment manager · 13F filer · SEC CIK 1077583
Bowen Hanes & Co Inc
Reported value$4.43Bas of Sep 30, 2026
Positions150 11 new, 12 sold out
Top 10 weight33.9%GLW alone is 4%
FiledNov 940 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
GLWCorning Inc
4.5%Trimmed −7%
PANWPalo Alto Networks Inc
4.3%Trimmed −8%
ATIATI Inc
3.7%Trimmed −17%
AAPLApple Inc.
3.7%Trimmed −2%
GEVGE Vernova Inc.
3.6%Trimmed −3%
NVDANVIDIA Corp
3.1%
LLYELI Lilly & Co
3.0%
TXNTexas Instruments Inc
2.9%
MSFTMicrosoft Corp
2.7%Added +21%
TDYTeledyne Technologies Inc
2.5%
DEDeere & Co
2.3%Added +5%
AXPAmerican Express Co
2.2%
GLWCorning Inc
4.5%−7%
PANWPalo Alto Networks Inc
4.3%−8%
ATIATI Inc
3.7%
AAPLApple Inc.
3.7%−2%
GEVGE Vernova Inc.
3.6%−3%
NVDANVIDIA Corp
3.1%
LLYELI Lilly & Co
3.0%
TXNTexas Instruments Inc
2.9%
MSFTMicrosoft Corp
2.7%
TDYTeledyne Technologies Inc
2.5%
DEDeere & Co
2.3%
AXPAmerican Express Co
2.2%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
GLW Corning Inc 4.5% Trimmed −7%PANW Palo Alto Networks Inc 4.3% Trimmed −8%ATI ATI Inc 3.7% Trimmed −17%AAPL Apple Inc. 3.7% Trimmed −2%GEV GE Vernova Inc. 3.6% Trimmed −3%NVDA NVIDIA Corp 3.1% HeldLLY ELI Lilly & Co 3.0% HeldTXN Texas Instruments Inc 2.9% HeldMSFT Microsoft Corp 2.7% Added +21%TDY Teledyne Technologies Inc 2.5% HeldDE Deere & Co 2.3% Added +5%AXP American Express Co 2.2% Held
What changed
Biggest moves since Jun 30, 2026
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