StockDriftsStockDriftsTop 50 Bowen Hanes & Co Inc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| GLW | CORNING | 4.56% | 1.38M | $187.3M | -3.76%(-53.76K) | $41.63(+400.34%) | 2026-03-31 | |
| ATI | ATI INC | 3.69% | 1.04M | $151.7M | -11.43%(-134.60K) | $22.21(+632.03%) | 2026-03-31 | |
| GEV | GE VERNOVA INC | 3.66% | 172.3K | $150.4M | -2.29%(-4.04K) | $321.29(+239.42%) | 2026-03-31 | |
| AAPL | APPLE INC | 3.07% | 497.3K | $126.2M | -0.22%(-1.08K) | $22.17(+1244.87%) | 2026-03-31 | |
| TDY | TELEDYNE TECHNOLOGIES | 2.73% | 185.3K | $112.1M | -0.09%(-172) | $76.42(+735.62%) | 2026-03-31 | |
| NVDA | NVIDIA CORP COM | 2.59% | 609.8K | $106.4M | -18.42%(-137.73K) | $10.01(+2254.13%) | 2026-03-31 | |
| LLY | LILLY ELI & COMPANY | 2.57% | 114.6K | $105.4M | -0.56%(-648) | $271.26(+271.12%) | 2026-03-31 | |
| AXP | AMERICAN EXPRESS | 2.36% | 319.8K | $96.7M | -0.27%(-854) | $145.92(+114.35%) | 2026-03-31 | |
| COST | COSTCO WHOLESALE | 2.32% | 95.5K | $95.2M | -0.21%(-200) | $275.43(+278.05%) | 2026-03-31 | |
| PH | PARKER-HANNIFIN | 2.19% | 100.3K | $89.8M | +0.07%(+75) | $562.77(+56.45%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +16.70% | +58.94% |
| Top 20 Holdings Unweighted | +16.35% | +57.49% |
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