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13F-HR filed by BOWEN HANES & CO INC

BOWEN HANES & CO INC filed this 13F-HR for the quarter ended 2025-12-31, filed 2026-02-10, with 154 holding rows worth $3,985,481,000.

Accession
0001077583-26-000002
Filed
2026-02-10
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q4 2025

A holdings report, 154 entries on the cover page, a total value of $3,985,481,000 stated on the cover page (in dollars after the unit check, H1), rows summing to $3,985,481,000 with VALUE read as thousands, detected and multiplied, 13F file number 028-03975. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
NVIDIA Corp67066G104COM747,545$139,417,000thousands, detected and multiplied
Apple Inc037833100COM498,335$135,477,000thousands, detected and multiplied
ATI INC COM01741R102Stock1,177,705$135,153,000thousands, detected and multiplied
CORNING INC219350105COM1,431,349$125,329,000thousands, detected and multiplied
Eli Lilly and Company532457108COM115,294$123,904,000thousands, detected and multiplied
American Express Company025816109COM320,608$118,609,000thousands, detected and multiplied
GE Vernova Inc.36828A101COM176,329$115,243,000thousands, detected and multiplied
Intuitive Surgical,Inc.46120E602COM179,190$101,486,000thousands, detected and multiplied
Microsoft Corp594918104COM196,541$95,051,000thousands, detected and multiplied
TELEDYNE TECHNOLOGIES INC COM879360105Stock185,504$94,742,000thousands, detected and multiplied
PALO ALTO NETWORKS INC697435105COM505,656$93,142,000thousands, detected and multiplied
JPMorgan Chase & Co46625H100COM277,219$89,326,000thousands, detected and multiplied
PARKER-HANNIFIN CORP COM701094104Stock100,220$88,089,000thousands, detected and multiplied
Costco Wholesale Corporation22160K105COM95,694$82,521,000thousands, detected and multiplied
S&P Global,Inc.78409V104COM153,972$80,464,000thousands, detected and multiplied
Netflix, Inc64110L106COM814,694$76,386,000thousands, detected and multiplied
Visa Inc92826C839COM209,247$73,385,000thousands, detected and multiplied
Union Pacific Corporation907818108COM313,143$72,436,000thousands, detected and multiplied
Home Depot, Inc437076102COM209,079$71,944,000thousands, detected and multiplied
WHEATON PRECIOUS METALS CORP COM962879102Stock594,385$69,852,000thousands, detected and multiplied
ROLLS-ROYCE HOLDINGS P FSPONSORED ADR 1 ADR REPS 1 ORD SHS775781206AMERICAN DEPOSITORY4,313,880$67,814,000thousands, detected and multiplied
Amazon.com, Inc023135106COM292,402$67,492,000thousands, detected and multiplied
Deere & Company244199105COM143,247$66,692,000thousands, detected and multiplied
BLACKSTONE INC09260D107COM431,407$66,497,000thousands, detected and multiplied
MOTOROLA SOLUTIONS INC COM NEW620076307Stock172,300$66,046,000thousands, detected and multiplied
Eaton Corp. PlcG29183103COM203,355$64,771,000thousands, detected and multiplied
WELLTOWER INC COM95040Q104REIT345,956$64,213,000thousands, detected and multiplied
Boeing Company097023105COM283,670$61,590,000thousands, detected and multiplied
Charles Schwab Corp808513105COM613,293$61,274,000thousands, detected and multiplied
Vertex Pharmaceuticals Incorporated92532F100COM133,504$60,525,000thousands, detected and multiplied
ELANCO ANIMAL HEALTH INC COM28414H103Stock2,623,770$59,376,000thousands, detected and multiplied
Thermo Fisher Scientific Inc.883556102COM101,505$58,817,000thousands, detected and multiplied
Texas Instruments Incorporated882508104COM333,162$57,800,000thousands, detected and multiplied
CAMECO CORP COM13321L108Stock573,975$52,513,000thousands, detected and multiplied
HAWKINS INC420261109COM364,970$51,848,000thousands, detected and multiplied
FAIR ISAAC CORP COM303250104Stock30,000$50,719,000thousands, detected and multiplied
CARPENTER TECHNOLOGY CORP144285103COM160,000$50,374,000thousands, detected and multiplied
ASMLHLDGNVFSPONSOREDADR1ADRREPS1ORDSHSN07059210STOK44,980$48,122,000thousands, detected and multiplied
Procter & Gamble Co742718109COM332,618$47,667,000thousands, detected and multiplied
SOLS83443Q103COM979,398$47,579,000thousands, detected and multiplied
BADGER METER INC COM056525108Stock257,280$44,872,000thousands, detected and multiplied
TE CONNECTIVITY PLC ORD SHSG87052109Stock195,000$44,364,000thousands, detected and multiplied
ARISTA NETWORKS INC040413205COM325,000$42,585,000thousands, detected and multiplied
MASTEC INC COM576323109Stock195,440$42,483,000thousands, detected and multiplied
MITSUBISHI ELEC CORP ADR606776201COM650,000$37,700,000thousands, detected and multiplied
ITT INC COM45073V108Stock213,000$36,958,000thousands, detected and multiplied
Prologis,Inc.74340W103COM289,170$36,915,000thousands, detected and multiplied
VIAVI SOLUTIONS INC925550105COM1,870,000$33,323,000thousands, detected and multiplied
ENTERPRISE PRODS PARTNERS L293792107COM1,018,000$32,637,000thousands, detected and multiplied
SUNOCO LP/SUNOCO FIN CORP86765K109COM UT REP LP600,000$31,446,000thousands, detected and multiplied
EQUINIX INC COM29444U700REIT40,000$30,646,000thousands, detected and multiplied
WEYERHAEUSER CO COM NEW962166104REIT1,139,310$26,990,000thousands, detected and multiplied
BROOKFIELD INFRASTRUCTURE PAG16252101LP INT UNIT742,523$25,795,000thousands, detected and multiplied
FABRINET SHSG3323L100Stock50,000$22,764,000thousands, detected and multiplied
ROLLINS INC COM775711104Stock372,645$22,366,000thousands, detected and multiplied
BROOKFIELD RENEWABLE ENERGYG16258108PARTNERSHIP UNIT780,705$21,056,000thousands, detected and multiplied
NATIONAL HEALTH INVS INC COM63633D104REIT260,000$19,856,000thousands, detected and multiplied
SUBURBAN PROPANE PARTNERS L.P.864482104COM1,016,000$18,837,000thousands, detected and multiplied
ENERGY TRANSFER L P29273V100COM UT LTD PTN975,000$16,078,000thousands, detected and multiplied
MasterCard, Inc57636Q104COM28,100$16,042,000thousands, detected and multiplied
KKR & CO INC48251W104COM119,195$15,195,000thousands, detected and multiplied
Automatic Data Processing,Inc.053015103COM48,067$12,364,000thousands, detected and multiplied
CHARTWELL RETIREMENT (CA)16141a103COM840,000$12,312,000thousands, detected and multiplied
Alphabet Inc. Reg. Shares C02079K107COM36,941$11,592,000thousands, detected and multiplied
Honeywell Technologies438516106COM47,773$9,320,000thousands, detected and multiplied
XYLEM INC COM98419M100Stock66,427$9,046,000thousands, detected and multiplied
ULTA BEAUTY INC COM90384S303Stock13,290$8,041,000thousands, detected and multiplied
Johnson & Johnson478160104COM38,424$7,952,000thousands, detected and multiplied
International Business Machines Corporation459200101COM26,490$7,847,000thousands, detected and multiplied
CHURCH & DWIGHT CO INC COM171340102Stock84,176$7,058,000thousands, detected and multiplied
AVERY DENNISON CORP COM053611109Stock33,114$6,023,000thousands, detected and multiplied
Walmart Inc.931142103COM50,540$5,631,000thousands, detected and multiplied
Waste Management, Inc.94106L109COM24,629$5,411,000thousands, detected and multiplied
GARMIN LTD SHSH2906T109Stock23,535$4,774,000thousands, detected and multiplied
NextEra Energy,Inc.65339F101COM56,039$4,499,000thousands, detected and multiplied
L3HARRIS TECHNOLOGIES INC COM502431109Stock13,630$4,001,000thousands, detected and multiplied
MCCORMICK & CO INC COM NON VTG579780206Stock58,518$3,986,000thousands, detected and multiplied
Lockheed Martin Corporation539830109COM7,873$3,808,000thousands, detected and multiplied
PepsiCo,Inc.713448108COM25,523$3,663,000thousands, detected and multiplied
Caterpillar Inc.149123101COM6,029$3,454,000thousands, detected and multiplied
COLGATE PALMOLIVE CO COM194162103Stock42,637$3,369,000thousands, detected and multiplied
Cisco Systems,Inc.17275R102COM42,590$3,281,000thousands, detected and multiplied
EMERSON ELEC CO COM291011104Stock24,309$3,226,000thousands, detected and multiplied
MARRIOTT INTL INC NEW CL A571903202Stock10,338$3,207,000thousands, detected and multiplied
CANADIANNATLRYCOF136375102STOK31,946$3,158,000thousands, detected and multiplied
Alphabet Inc. Reg. Shares A02079K305COM9,853$3,084,000thousands, detected and multiplied
AbbVie,Inc.00287Y109COM11,940$2,728,000thousands, detected and multiplied
CANADIAN PACIFIC KANSAS CITY COM13646K108Stock33,367$2,457,000thousands, detected and multiplied
ROCKWELL AUTOMATION INC COM773903109Stock5,735$2,231,000thousands, detected and multiplied
Chubb LimitedH1467J104COM7,095$2,214,000thousands, detected and multiplied
ServiceNow,Inc.81762P102COM14,250$2,183,000thousands, detected and multiplied
McDonalds Corporation580135101COM6,817$2,083,000thousands, detected and multiplied
CANADIAN NAT RES LTD MED TERM COM136385101Stock60,800$2,058,000thousands, detected and multiplied
VULCAN MATLS CO COM929160109Stock7,194$2,052,000thousands, detected and multiplied
TRANE TECHNOLOGIES PLC SHSG8994E103Stock5,135$1,999,000thousands, detected and multiplied
Oracle Corporation68389X105COM10,040$1,957,000thousands, detected and multiplied
ZOETIS INC CL A98978V103Stock14,166$1,782,000thousands, detected and multiplied
Coca-Cola Company191216100COM24,802$1,734,000thousands, detected and multiplied
VERTIV HOLDINGS CO COM CL A92537N108Stock10,645$1,725,000thousands, detected and multiplied
Marsh & McLennan Companies,Inc.571748102COM8,911$1,653,000thousands, detected and multiplied
AMERICAN WTR WKS CO INC NEW COM030420103Stock12,413$1,620,000thousands, detected and multiplied
Verizon Communications Inc92343V104COM32,074$1,306,000thousands, detected and multiplied
Boston Scientific Corporation101137107COM13,170$1,256,000thousands, detected and multiplied
CUMMINS INC COM231021106Stock2,400$1,225,000thousands, detected and multiplied
Walt Disney Co254687106COM10,445$1,188,000thousands, detected and multiplied
BROOKFIELD RENEWABLE CORP11285B108CL A EX SUB VTG28,620$1,097,000thousands, detected and multiplied
BANK NOVA SCOTIA B C COM064149107Stock14,267$1,051,000thousands, detected and multiplied
GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK36266G107Stock12,465$1,022,000thousands, detected and multiplied
CHECK POINT SOFTWARE TECH LTD ORDM22465104Stock5,450$1,011,000thousands, detected and multiplied
TAIWAN SEMICONDUCTOR MFG874039100SPONSORED ADS3,290$1,000,000thousands, detected and multiplied
Raytheon Technologies Corporation75513E101COM5,258$964,000thousands, detected and multiplied
Medtronic PlcG5960L103COM9,904$951,000thousands, detected and multiplied
FEDEX CORP COM31428X106Stock3,285$949,000thousands, detected and multiplied
KIMBERLY-CLARK CORP COM494368103Stock9,330$941,000thousands, detected and multiplied
Pfizer Inc.717081103COM35,984$896,000thousands, detected and multiplied
Duke Energy Corporation26441C204COM7,143$837,000thousands, detected and multiplied
Chevron Corporation166764100COM5,463$833,000thousands, detected and multiplied
ENTERGY CORP NEW COM29364G103Stock8,480$784,000thousands, detected and multiplied
STATE STR CORP COM857477103Stock6,038$779,000thousands, detected and multiplied
INTERNATIONAL PAPER CO COM460146103Stock19,370$763,000thousands, detected and multiplied
Lowes Companies,Inc.548661107COM3,083$743,000thousands, detected and multiplied
United Parcel Service,Inc. Class B911312106COM6,640$659,000thousands, detected and multiplied
SNAP ON INC COM833034101Stock1,870$644,000thousands, detected and multiplied
KINDER MORGAN INC DEL COM49456B101Stock21,075$579,000thousands, detected and multiplied
Bristol-Myers Squibb Company110122108COM10,045$542,000thousands, detected and multiplied
EQUIFAX INC COM294429105Stock2,486$539,000thousands, detected and multiplied
TETRA TECH INC NEW88162G103COM15,975$536,000thousands, detected and multiplied
CAPITAL ONE FINL CORP14040H105COM2,174$527,000thousands, detected and multiplied
META PLATFORMS INC CL A30303M102COM795$525,000thousands, detected and multiplied
NORFOLK SOUTHN CORP COM655844108Stock1,775$512,000thousands, detected and multiplied
ROCHE HLDG LTD SPONS ADR (ISIN #US7711951043 SEDOL #B014J8)771195104ADR9,550$492,000thousands, detected and multiplied
Lam Research Corporation512807306COM2,650$454,000thousands, detected and multiplied
Tesla Motors, Inc88160R101COM1,000$450,000thousands, detected and multiplied
3M CO COM88579Y101Stock2,495$399,000thousands, detected and multiplied
EXXON MOBIL CORP30231G102COM3,305$398,000thousands, detected and multiplied
NOVARTIS AG SPONSORED ADR66987V109ADR2,800$386,000thousands, detected and multiplied
NEWMONT CORP651639106COM3,844$384,000thousands, detected and multiplied
CITIGROUP INC172967101COM3,220$376,000thousands, detected and multiplied
Gilead Sciences,Inc.375558103COM3,020$371,000thousands, detected and multiplied
AON CORP037389103COMMON STOCK1,035$365,000thousands, detected and multiplied
GENERAC HLDGS INC368736104COM2,520$344,000thousands, detected and multiplied
Abbott Laboratories002824100COM2,636$330,000thousands, detected and multiplied
AUTODESK INC COM052769106Stock1,000$296,000thousands, detected and multiplied
Accenture Plc Class AG1151C101COM1,076$289,000thousands, detected and multiplied
MANULIFE FINL CORP56501R106COM7,160$260,000thousands, detected and multiplied
AIR PRODS & CHEMS INC009158106COM1,045$258,000thousands, detected and multiplied
PNC FINL SVCS GROUP INC COM693475105Stock1,228$256,000thousands, detected and multiplied
Mondelez International,Inc. Class A609207105COM4,445$239,000thousands, detected and multiplied
Merck & Co.,Inc.58933Y105COM2,204$232,000thousands, detected and multiplied
BROOKFIELD INFRASTRUCT FCLASS A11275Q107FOREIGN CANADIAN4,927$224,000thousands, detected and multiplied
AGILENT TECHNOLOGIES INC COM00846U101Stock1,600$218,000thousands, detected and multiplied
WABTEC COM929740108Stock1,000$213,000thousands, detected and multiplied
INGERSOLL RAND INC COM45687V106Stock2,646$210,000thousands, detected and multiplied
CROWN CASTLE INC COM22822V101REIT2,270$202,000thousands, detected and multiplied

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001077583-26-000002this filing2026-02-10acceptance time not in the bulk data set