Bowen Hanes & Co. Inc.
Annual return '25
+17.1%
SPY '25
+17.7%
Alpha
-0.7ptsvs SPY
Invested
$4.1B
Holdings
149
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 96%. 3 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$GLW
CORNING
Q1 2026: Sold 99.3% (1.43M → 10.4k shares)
4.6%
02
$ATI
ATI INC
Q1 2026: Exited (was 1.18M shares)
3.7%
03
$GEV
GE VERNOVA INC
Q1 2026: Sold 91.0% (176.3k → 15.8k shares)
3.7%
04
$AAPL
APPLE INC
Q1 2026: Increased +8.2% (498.3k → 539.0k shares)
3.1%
05
$TDY
TELEDYNE TECHNOLOGIES
Q1 2026: Exited (was 185.5k shares)
2.7%
06
$NVDA
NVIDIA CORP COM
Q1 2026: Sold 27.1% (747.5k → 544.8k shares)
2.6%
07
$LLY
LILLY ELI & COMPANY
Q1 2026: Sold 97.1% (115.3k → 3.4k shares)
2.6%
08
$AXP
AMERICAN EXPRESS
Q1 2026: Sold 99.3% (320.6k → 2.2k shares)
2.4%
09
$COST
COSTCO WHOLESALE
Q1 2026: Sold 73.0% (95.7k → 25.8k shares)
2.3%
10
$PH
PARKER-HANNIFIN
Q1 2026: Exited (was 100.2k shares)
2.2%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 12:32 UTC.