Bowen Hanes & CO Inc Portfolio Holdings

Bowen Hanes & CO Inc

  • $3.85 Billion
  • Q2 2025

Bowen Hanes & CO Inc has filed its 13F form on August 12, 2025 for Q2 2025 where it was disclosed a total value porftolio of $3.85 Billion distributed in 145 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $154M, Netflix Inc with a value of $152M, Costco Wholesale Corp with a value of $125M, Microsoft Corp with a value of $120M, and Allegheny Technologies Inc with a value of $119M.

Examining the 13F form we can see an increase of $341M in the current position value, from $3.51B to 3.85B.

Bowen Hanes & CO Inc is based out at Atlanta, GA

Below you can find more details about Bowen Hanes & CO Inc portfolio as well as his latest detailed transactions.

Portfolio value $3.85 Billion
Technology: $1.08 Billion
Industrials: $693 Million
Financial Services: $532 Million
Healthcare: $374 Million
Consumer Defensive: $257 Million
Consumer Cyclical: $204 Million
Communication Services: $196 Million
Real Estate: $179 Million
Other: $289 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.96B
$66 Million 1.71% of portfolio
1,836,390
Q2 2025 Reduced 1.04%
$1.16B
$15.1 Million 0.39% of portfolio
816,000
Q4 2024 Reduced 0.37%

Summary

  • Portfolio
  • No. of Stocks 145
  • Current Value $3.85 Billion
  • Prior Value $3.51 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 12, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 8 stocks
  • Additional Purchases 43 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 34 stocks
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