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
ZTS ZOETIS $120.11万0.03%10,161 00.0% — 不变
FDX FEDEX CORPORATION $117.01万0.03%3,285 00.0% — 不变
BEPC BROOKFIELD RENEWABLE CORP-A (C $113.99万0.03%28,620 00.0% — 不变
TSM TAIWAN SEMICONDUCTOR MFG (TW) $111.19万0.03%3,290 00.0% — 不变
NOW SERVICE NOW INC $104.55万0.03%10,000 00.0% — 不变
RTX RTX CORP $101.43万0.02%5,258 00.0% — 不变
ETR ENTERGY CORP $101.07万0.02%8,995 00.0% — 不变
PFE PFIZER $101.04万0.02%35,984 00.0% — 不变
BMY BRISTOL-MYERS SQUIBB $99.74万0.02%16,445 00.0% — 不变
BNS BANK OF NOVA SCOTIA ADR (CA) $98.88万0.02%14,267 00.0% — 不变
ORCL ORACLE CORP COM $98.27万0.02%6,680 00.0% — 不变
GEHC GE HEALTHCARE TECHNOLOGIES INC $88.30万0.02%12,405 00.0% — 不变
— EXXON MOBIL $87.95万0.02%5,184 00.0% — 不变
MDT MEDTRONIC PLC (IL) $85.82万0.02%9,904 00.0% — 不变
CHKP CHECK POINT SOFTWARE TECH (IS) $83.57万0.02%5,850 00.0% — 不变
DUK DUKE ENERGY CORP NEW $83.06万0.02%6,343 00.0% — 不变
KMB KIMBERLY-CLARK $79.01万0.02%8,190 00.0% — 不变
STT STATE STREET $76.42万0.02%6,038 00.0% — 不变
DIS WALT DISNEY $74.16万0.02%7,695 00.0% — 不变
LOW LOWE'S COMPANIES $72.85万0.02%3,083 00.0% — 不变
IP INT'L PAPER $69.15万0.02%19,370 00.0% — 不变
SNA SNAP-ON $67.92万0.02%1,870 00.0% — 不变
BSX BOSTON SCIENTIFIC CORP COM $66.20万0.02%10,550 00.0% — 不变
KMI KINDER MORGAN $65.64万0.02%19,575 00.0% — 不变
UPS UNITED PARCEL SERVICE $53.08万0.01%5,395 00.0% — 不变
GNRC GENERAC HOLDINGS $49.22万0.01%2,520 00.0% — 不变
TTEK TETRA TECH $48.12万0.01%15,975 00.0% — 不变
RHHBY ROCHE HOLDING AG (SZ) $47.47万0.01%9,550 00.0% — 不变
EFX EQUIFAX $44.77万0.01%2,486 00.0% — 不变
LRCX LAM RESEARCH CORP $42.73万0.01%2,000 00.0% — 不变
NSC NORFOLK SOUTHERN $42.33万0.01%1,475 00.0% — 不变
NEM NEWMONT CORP $41.61万0.01%3,844 00.0% — 不变
COF CAPITAL ONE FINANCIAL CP $39.66万0.01%2,174 00.0% — 不变
TSLA TESLA MOTORS INC $37.17万0.01%1,000 00.0% — 不变
— CITIGROUP INC $36.52万0.01%3,220 00.0% — 不变
MMM 3M COMPANY $36.23万0.01%2,495 00.0% — 不变
— AON PLC $33.41万0.01%1,035 00.0% — 不变
— DUPONT DE NEMOURS $32.06万0.01%7,000 7,000— $32.06万 新建仓
MRK MERCK & CO INC NEW $26.51万0.01%2,204 00.0% — 不变
ABT ABBOTT LABORATORIES $26.38万0.01%2,569 00.0% — 不变
MDLZ MONDELEZ INTERNATIONAL $25.62万0.01%4,445 00.0% — 不变
PNC PNC FINL SVCS GROUP $25.55万0.01%1,228 00.0% — 不变
WAB WABTEC $24.99万0.01%1,000 00.0% — 不变
Q QNITY ELECTRONICS INC $24.81万0.01%2,150 00.0% — 不变
ADSK AUTODESK INC COM $23.94万0.01%1,000 00.0% — 不变
APD AIR PRODUCTS AND CHEMICALS $21.64万0.01%745 00.0% — 不变
NVS NOVARTIS AG ADS (SZ) $21.39万0.01%1,400 00.0% — 不变
ACN ACCENTURE LTD (IL) $21.34万0.01%1,076 00.0% — 不变
IR INGERSOLL RAND (IL) $21.20万0.01%2,646 00.0% — 不变
GILD GILEAD SCIENCES $21.04万0.01%1,510 00.0% — 不变
ITW ILLINOIS TOOL WORKS $20.82万0.01%800 00.0% — 不变
— 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