Bowen Hanes & Co. Inc. has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity securities portfolio as of the close of business on September 30, 2026. The filing was submitted on November 9, 2026, and lists Harold J. Bowen III as the President of the firm, which is headquartered at 135 Professional Drive, Suite 103, in Ponte Vedra Beach, Florida.
The report details a portfolio consisting of 150 separate equity positions. The largest holding in the portfolio is Corning Incorporated, for which the firm holds 1,282,845 shares. Other significant positions include NVIDIA Corporation with 598,210 shares, Apple Inc. with 486,937 shares, and Microsoft Corporation with 236,837 shares. The filing also lists substantial positions in Walmart Inc. with 64,700 shares, United Therapeutics with 110,000 shares, and Suburban Propane Partners, L.P. with 1,016,000 shares.
The portfolio is diversified across various sectors, including technology, healthcare, consumer staples, and energy. Notable holdings in the healthcare sector include Eli Lilly & Company with 114,081 shares and Vertex Pharmaceuticals with 153,179 shares. In the technology sector, the firm holds shares in Palantir Technologies with 483,025 shares and Visa Inc. with 209,392 shares. The filing indicates that the firm holds all positions as sole voting power and sole dispositive power.
