Investor Details
| Filer Name: | BOWEN HANES & CO INC |
|---|---|
| CIK: | 1077583 |
| Period: | 2024-12-31 |
| Filed At: | 2025-02-10 |
| Number of Holdings: | 150 |
| Portfolio Value: | $3.73B |
Bowen Hanes & Co Inc Top Holdings
| Ticker | Exchange | Security | Shares | Value | % of Portfolio | Position Change | Put/Call |
|---|---|---|---|---|---|---|---|
| NVDA | US | NVIDIA CORP | 1,003,935 | $135M | 3.61% | -5.6% | - |
| AAPL | US | APPLE INC | 499,288 | $125M | 3.35% | -2.5% | - |
| COST | US | COSTCO WHOLESALE CORP | 128,984 | $118M | 3.17% | -0.9% | - |
| NFLX | US | NETFLIX INC | 130,045 | $116M | 3.11% | -1.2% | - |
| MSFT | US | MICROSOFT CORP | 240,352 | $101M | 2.72% | -0.3% | - |
| AXP | US | AMERICAN EXPRESS CO | 336,384 | $100M | 2.68% | -1.0% | - |
| LLY | US | ELI LILLY & CO | 128,550 | $99M | 2.66% | 2.6% | - |
| ISRG | US | INTUITIVE SURGICAL INC | 184,930 | $97M | 2.59% | -0.2% | - |
| PANW | US | PALO ALTO NETWORKS INC | 506,907 | $92M | 2.47% | 100.4% | - |
| TDY | US | TELEDYNE TECHNOLOGIES INC | 182,869 | $85M | 2.28% | -1.7% | - |
| HD | US | HOME DEPOT INC | 208,880 | $81M | 2.18% | -0.5% | - |
| TTEK | US | TETRA TECH INC | 2,025,870 | $81M | 2.16% | 0.6% | - |
| MSI | US | MOTOROLA SOLUTIONS INC | 169,810 | $78M | 2.10% | -0.5% | - |
| SPGI | US | S&P GLOBAL INC | 156,859 | $78M | 2.09% | -0.7% | - |
| ATI | US | ATI INC | 1,366,915 | $75M | 2.02% | 0.1% | - |
| BX | US | BLACKSTONE INC | 435,651 | $75M | 2.01% | -0.1% | - |
| VRTX | US | VERTEX PHARMACEUTICALS INC | 180,624 | $73M | 1.95% | 1.0% | - |
| AMZN | US | AMAZON.COM INC | 331,357 | $73M | 1.95% | 8.4% | - |
| V | US | VISA INC-CLASS A SHARES | 221,040 | $70M | 1.87% | 0.0% | - |
| GLW | US | CORNING INC | 1,443,969 | $69M | 1.84% | 12.5% | - |