Bowen Hanes & Co Inc 13F 持仓 · 2026年Q2
Bowen Hanes & Co 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 151 只证券，申报市值合计 41.06 亿美元。前几大持仓：GLW（4.56%）、ATI（3.69%）、GEV（3.66%）。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | GLW | CORNING | $187.3M | 4.56% | 1.4M | 持平 |
| 2 | ATI | ATI INC | $151.7M | 3.69% | 1.0M | 持平 |
| 3 | GEV | GE VERNOVA INC | $150.4M | 3.66% | 172,293 | 持平 |
| 4 | AAPL | APPLE INC | $126.2M | 3.07% | 497,258 | 持平 |
| 5 | TDY | TELEDYNE TECHNOLOGIES | $112.1M | 2.73% | 185,332 | 持平 |
| 6 | NVDA | NVIDIA CORP COM | $106.4M | 2.59% | 609,815 | 持平 |
| 7 | LLY | LILLY ELI & COMPANY | $105.4M | 2.57% | 114,646 | 持平 |
| 8 | AXP | AMERICAN EXPRESS | $96.7M | 2.36% | 319,754 | 持平 |
| 9 | COST | COSTCO WHOLESALE | $95.2M | 2.32% | 95,494 | 持平 |
| 10 | PH | PARKER-HANNIFIN | $89.8M | 2.19% | 100,295 | 持平 |
| 11 | TXN | TEXAS INSTRUMENTS | $89.2M | 2.17% | 459,387 | 持平 |
| 12 | PANW | PALO ALTO NETWORKS | $84.1M | 2.05% | 524,331 | 持平 |
| 13 | ISRG | INTUITIVE SURGICAL | $83.4M | 2.03% | 180,975 | 持平 |
| 14 | DE | DEERE & CO | $80.8M | 1.97% | 143,367 | 持平 |
| 15 | JPM | JPMORGAN CHASE | $81.0M | 1.97% | 275,470 | 持平 |
| 16 | NFLX | NETFLIX INC | $78.9M | 1.92% | 820,550 | 持平 |
| 17 | MSI | MOTOROLA SOLUTIONS | $78.2M | 1.90% | 180,185 | 持平 |
| 18 | WPM | WHEATON PRECIOUS METALS (CA) | $77.4M | 1.89% | 591,030 | 持平 |
| 19 | SOLS | SOLSTICE ADVANCED MATL | $76.8M | 1.87% | 1.0M | 持平 |
| 20 | UNP | UNION PACIFIC | $75.9M | 1.85% | 313,033 | 持平 |
| 21 | ETN | EATON CORP (IL) | $73.1M | 1.78% | 204,380 | 持平 |
| 22 | MSFT | MICROSOFT | $72.7M | 1.77% | 196,513 | 持平 |
| 23 | SCHW | CHARLES SCHWAB CORP | $69.6M | 1.70% | 740,788 | 持平 |
| 24 | MTZ | MASTEC INC COM | $69.3M | 1.69% | 215,465 | 持平 |
| 25 | HD | HOME DEPOT | $68.6M | 1.67% | 208,569 | 持平 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR