1y return+28.4%S&P 500 +20.9%
3y return+73.5%S&P 500 +68.5%
5y return+69.8%S&P 500 +74.5%
10y return+232.1%S&P 500 +256.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2016: $332 against $357 in the S&P 500.2
Bowen Hanes & Co IncS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| GLWCorning | $187.3M | 4.6% | |
| ATIAti Inc | $151.7M | 3.7% | |
| GEVGe Vernova Inc | $150.4M | 3.7% | |
| AAPLApple Inc | $126.2M | 3.1% | |
| TDYTeledyne Technologies | $112.1M | 2.7% | |
| NVDANvidia Corp Com | $106.4M | 2.6% | |
| LLYLilly Eli & Company | $105.4M | 2.6% | |
| AXPAmerican Express | $96.7M | 2.4% | |
| COSTCostco Wholesale | $95.2M | 2.3% | |
| PHParker-hannifin | $89.8M | 2.2% | |
| TXNTexas Instruments | $89.2M | 2.2% | |
| PANWPalo Alto Networks | $84.1M | 2.0% | |
| ISRGIntuitive Surgical | $83.4M | 2.0% | |
| JPMJpmorgan Chase | $81.0M | 2.0% | |
| DEDeere & Co | $80.8M | 2.0% | |
| NFLXNetflix Inc | $78.9M | 1.9% | |
| MSIMotorola Solutions | $78.2M | 1.9% | |
| WPMWheaton Precious Metals (ca) | $77.4M | 1.9% | |
| SOLSSolstice Advanced Matl | $76.8M | 1.9% | |
| UNPUnion Pacific | $75.9M | 1.8% | |
| Eaton Corp (il)CUSIP G29183103 | $73.1M | 1.8% | |
| MSFTMicrosoft | $72.7M | 1.8% | |
| SCHWCharles Schwab Corp | $69.6M | 1.7% | |
| MTZMastec Inc Com | $69.3M | 1.7% | |
| HDHome Depot | $68.6M | 1.7% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corp Com | June 30, 2020 | +2006.7% | $106.4M |
| GLWCorning | June 30, 2020 | +886.1% | $187.3M |
| ATIAti Inc | March 31, 2022 | +634.4% | $151.7M |
| PHParker-hannifin | June 30, 2020 | +433.7% | $89.8M |
| GOOGAlphabet Inc Class C | June 30, 2020 | +399.9% | $65.9M |
| WELLWelltower | June 30, 2020 | +338.6% | $68.4M |
| LLYLilly Eli & Company | December 31, 2021 | +334.2% | $105.4M |
| PANWPalo Alto Networks | September 30, 2021 | +327.2% | $84.1M |
| DEDeere & Co | June 30, 2020 | +303.7% | $80.8M |
| GEVGe Vernova Inc | March 31, 2025 | +284.8% | $150.4M |
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +17.4% | +14.8% |
| March 31, 2026 | +4.2% | −4.6% |
| December 31, 2025 | +1.6% | +2.4% |
| September 30, 2025 | +3.3% | +7.8% |
| June 30, 2025 | +10.8% | +10.5% |
| March 31, 2025 | −3.2% | −4.6% |
| December 31, 2024 | −0.8% | +2.1% |
| September 30, 2024 | +6.5% | +5.4% |
| June 30, 2024 | +4.0% | +4.0% |
| March 31, 2024 | +7.0% | +10.0% |
| December 31, 2023 | +12.3% | +11.2% |
| September 30, 2023 | −4.6% | −3.6% |
| June 30, 2023 | +7.6% | +8.3% |
| March 31, 2023 | +3.7% | +7.0% |
| December 31, 2022 | +8.1% | +7.1% |
| September 30, 2022 | −5.7% | −5.3% |
| June 30, 2022 | −17.2% | −16.5% |
| March 31, 2022 | −5.3% | −4.9% |
| December 31, 2021 | +10.1% | +10.7% |
| September 30, 2021 | −0.4% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Bowen Hanes & Co Inc Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1077583&type=13F-HR&dateb=&owner=include&count=40CIK 1077583
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1077583/000107758326000004/Filed August 13, 2026 · accession 0001077583-26-000004