13F 机构持仓

BOWEN HANES & CO INC

PONTE VEDRA BEACH FL · SEC CIK 0001077583

2026Q22026Q1 更早 9 个季度 🔒
$41.06亿2026Q2 申报市值
151持仓数
29.7%前十大占比 · 第一大 4.6%
1 / 2新建仓 / 清仓
申报市值走势$41.06亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

GLW 4.6%
ATI 3.7%
GEV 3.7%
AAPL 3.1%
TDY 2.7%
NVDA 2.6%
LLY 2.6%
AXP 2.4%
COST 2.3%
PH 2.2%

2026Q2 买入最多 按季末市值估算

DUPONT DE NEMOUR 新建仓+$32.06万
HONEYWELL INT'L 重新持有+$30.97万

2026Q2 卖出最多 按季末市值估算

HONEYWELL INT'L 清仓-$1,110.78万
DUPONT DE NEMOUR 清仓-$32.06万

2026Q2 持仓明细 点表头排序 · 每页 100 行

导出 CSV 🔒
代码名称市值 ▲占比股数变动股数变动估算买卖额操作
— HONEYWELL INT'L $00.00%0 -49,143-100.0% -$1,110.78万 清仓
— DUPONT DE NEMOURS $00.00%0 -2,333-100.0% -$32.06万 清仓
ITW ILLINOIS TOOL WORKS $20.82万0.01%800 00.0% — 不变
GILD GILEAD SCIENCES $21.04万0.01%1,510 00.0% — 不变
IR INGERSOLL RAND (IL) $21.20万0.01%2,646 00.0% — 不变
ACN ACCENTURE LTD (IL) $21.34万0.01%1,076 00.0% — 不变
NVS NOVARTIS AG ADS (SZ) $21.39万0.01%1,400 00.0% — 不变
APD AIR PRODUCTS AND CHEMICALS $21.64万0.01%745 00.0% — 不变
ADSK AUTODESK INC COM $23.94万0.01%1,000 00.0% — 不变
Q QNITY ELECTRONICS INC $24.81万0.01%2,150 00.0% — 不变
WAB WABTEC $24.99万0.01%1,000 00.0% — 不变
PNC PNC FINL SVCS GROUP $25.55万0.01%1,228 00.0% — 不变
MDLZ MONDELEZ INTERNATIONAL $25.62万0.01%4,445 00.0% — 不变
ABT ABBOTT LABORATORIES $26.38万0.01%2,569 00.0% — 不变
MRK MERCK & CO INC NEW $26.51万0.01%2,204 00.0% — 不变
— DUPONT DE NEMOURS $32.06万0.01%7,000 7,000— $32.06万 新建仓
— AON PLC $33.41万0.01%1,035 00.0% — 不变
MMM 3M COMPANY $36.23万0.01%2,495 00.0% — 不变
— CITIGROUP INC $36.52万0.01%3,220 00.0% — 不变
TSLA TESLA MOTORS INC $37.17万0.01%1,000 00.0% — 不变
COF CAPITAL ONE FINANCIAL CP $39.66万0.01%2,174 00.0% — 不变
NEM NEWMONT CORP $41.61万0.01%3,844 00.0% — 不变
NSC NORFOLK SOUTHERN $42.33万0.01%1,475 00.0% — 不变
LRCX LAM RESEARCH CORP $42.73万0.01%2,000 00.0% — 不变
EFX EQUIFAX $44.77万0.01%2,486 00.0% — 不变
RHHBY ROCHE HOLDING AG (SZ) $47.47万0.01%9,550 00.0% — 不变
TTEK TETRA TECH $48.12万0.01%15,975 00.0% — 不变
GNRC GENERAC HOLDINGS $49.22万0.01%2,520 00.0% — 不变
UPS UNITED PARCEL SERVICE $53.08万0.01%5,395 00.0% — 不变
KMI KINDER MORGAN $65.64万0.02%19,575 00.0% — 不变
BSX BOSTON SCIENTIFIC CORP COM $66.20万0.02%10,550 00.0% — 不变
SNA SNAP-ON $67.92万0.02%1,870 00.0% — 不变
IP INT'L PAPER $69.15万0.02%19,370 00.0% — 不变
LOW LOWE'S COMPANIES $72.85万0.02%3,083 00.0% — 不变
DIS WALT DISNEY $74.16万0.02%7,695 00.0% — 不变
STT STATE STREET $76.42万0.02%6,038 00.0% — 不变
KMB KIMBERLY-CLARK $79.01万0.02%8,190 00.0% — 不变
DUK DUKE ENERGY CORP NEW $83.06万0.02%6,343 00.0% — 不变
CHKP CHECK POINT SOFTWARE TECH (IS) $83.57万0.02%5,850 00.0% — 不变
MDT MEDTRONIC PLC (IL) $85.82万0.02%9,904 00.0% — 不变
— EXXON MOBIL $87.95万0.02%5,184 00.0% — 不变
GEHC GE HEALTHCARE TECHNOLOGIES INC $88.30万0.02%12,405 00.0% — 不变
ORCL ORACLE CORP COM $98.27万0.02%6,680 00.0% — 不变
BNS BANK OF NOVA SCOTIA ADR (CA) $98.88万0.02%14,267 00.0% — 不变
BMY BRISTOL-MYERS SQUIBB $99.74万0.02%16,445 00.0% — 不变
PFE PFIZER $101.04万0.02%35,984 00.0% — 不变
ETR ENTERGY CORP $101.07万0.02%8,995 00.0% — 不变
RTX RTX CORP $101.43万0.02%5,258 00.0% — 不变
NOW SERVICE NOW INC $104.55万0.03%10,000 00.0% — 不变
TSM TAIWAN SEMICONDUCTOR MFG (TW) $111.19万0.03%3,290 00.0% — 不变
BEPC BROOKFIELD RENEWABLE CORP-A (C $113.99万0.03%28,620 00.0% — 不变
FDX FEDEX CORPORATION $117.01万0.03%3,285 00.0% — 不变
ZTS ZOETIS $120.11万0.03%10,161 00.0% — 不变
CVX CHEVRON $123.37万0.03%5,963 00.0% — 不变
CMI CUMMINS INC $129.12万0.03%2,400 00.0% — 不变
MRSH MARSH & MCLENNAN $149.79万0.04%8,636 00.0% — 不变
GRMN GARMIN LTD (SZ) $156.03万0.04%6,725 00.0% — 不变
AWK AMERICAN WATER WORKS $168.93万0.04%12,413 00.0% — 不变
BMI BADGER METER INC $171.77万0.04%11,275 00.0% — 不变
VZ VERIZON COMMUNICATIONS $172.18万0.04%34,299 00.0% — 不变
KO COCA-COLA $182.54万0.04%24,002 00.0% — 不变
VMC VULCAN MATERIALS $195.89万0.05%7,194 00.0% — 不变
CP CANADIAN PACIFIC KANSAS CITY L $202.60万0.05%25,757 00.0% — 不变
ROK ROCKWELL AUTOMATION $205.82万0.05%5,735 00.0% — 不变
MCD MCDONALD'S $211.87万0.05%6,817 00.0% — 不变
TT TRANE TECHNOLOGIES PLC (IL) $214.00万0.05%5,135 00.0% — 不变
CB CHUBB LTD (SZ) $231.25万0.06%7,095 00.0% — 不变
MKC MCCORMICK & CO $261.47万0.06%51,838 00.0% — 不变
VRT VERTIV HOLDINGS $266.74万0.06%10,645 00.0% — 不变
ABBV ABBVIE INC $270.56万0.07%12,440 00.0% — 不变
CNQ CANADIAN NATURAL RESOURCES ADR $276.30万0.07%56,700 00.0% — 不变
GOOGL ALPHABET INC CLASS A $282.56万0.07%9,826 00.0% — 不变
CNI CANADIAN NAT'L RWY ADR (CA) $316.23万0.08%30,771 00.0% — 不变
EMR EMERSON ELECTRIC $316.83万0.08%24,182 00.0% — 不变
CSCO CISCO SYSTEMS $325.80万0.08%41,990 00.0% — 不变
CL COLGATE PALMOLIVE $330.23万0.08%38,746 00.0% — 不变
MAR MARRIOTT INT'L $338.12万0.08%10,338 00.0% — 不变
CAT CATERPILLAR $389.30万0.09%5,495 00.0% — 不变
PEP PEPSICO $390.91万0.10%25,173 00.0% — 不变
AMZN AMAZON.COM INC $395.17万0.10%18,974 00.0% — 不变
LMT LOCKHEED MARTIN $436.25万0.11%7,218 00.0% — 不变
NDSN NORDSON CORP $451.48万0.11%16,969 00.0% — 不变
LHX L3HARRIS $470.44万0.11%13,630 00.0% — 不变
AVY AVERY DENNISON $557.96万0.14%32,312 00.0% — 不变
WM WASTE MANAGEMENT $565.95万0.14%24,629 00.0% — 不变
NEE NEXTERA ENERGY $590.15万0.14%63,539 00.0% — 不变
ADP AUTOMATIC DATA PROCESSING $594.57万0.14%29,263 00.0% — 不变
XYL XYLEM $678.43万0.17%56,772 00.0% — 不变
CHD CHURCH AND DWIGHT $687.22万0.17%73,641 00.0% — 不变
ULTA ULTA BEAUTY INC $694.16万0.17%13,280 00.0% — 不变
TMO THERMO FISHER SCIENTIFIC $864.85万0.21%17,595 00.0% — 不变
JNJ JOHNSON & JOHNSON $890.71万0.22%36,439 00.0% — 不变
IBM IBM $980.59万0.24%40,455 00.0% — 不变
— HONEYWELL INT'L $1,110.78万0.27%49,143 1,3702.9% $30.97万 重新持有
SPGI S & P GLOBAL $1,149.69万0.28%27,030 00.0% — 不变
MA MASTERCARD INC CL A $1,428.28万0.35%28,585 00.0% — 不变
ET ENERGY TRANSFER LP $1,881.75万0.46%975,000 00.0% — 不变
SPH SUBURBAN PROPANE PARTNERS LP $2,000.50万0.49%1,016,000 00.0% — 不变
NHI NATIONAL HEALTH INVESTORS INC $2,102.36万0.51%260,000 00.0% — 不变
BEP BROOKFIELD RENEWABLE PARTNERS $2,548.22万0.62%780,705 00.0% — 不变