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Bowen Hanes & Co. Inc.
Bowen, Hanes & Company, Inc. is an independent investment adviser founded in 1972 and headquartered in Ponte Vedra Beach, FL, with an additional office in Winston-Salem, NC. The firm specializes in investment counseling services for both individuals and institutions, including pension funds, profit-sharing plans, foundations, endowments, and family groups. With a philosophy centered on long-term, high-quality investment strategies and personal client service, Bowen Hanes remains a compact organization to ensure close collaboration between clients and senior executives. The firm has approximately 8 employees.
Investment Strategy
Bowen, Hanes & Company, Inc. focuses on a long-term, high-quality investment strategy using a top-down approach to asset allocation. The firm analyzes global economic and market trends to allocate assets among stocks, bonds, and cash based on each client's specific objectives. For institutional clients, portfolios may range from balanced allocations to all-equity, while individual clients benefit from personalized account management without the use of pooled vehicles such as mutual funds. Every account is individually structured and managed closely by dedicated portfolio managers in conjunction with the firm's chief investment officer.
Latest 13F Filing Activity
Bowen Hanes & Co. Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 142 equity positions with a total 13F market value of $4B. The fund increased holdings in Ibm, Nvidia Corp. Com, Ati Inc. among other positions. Bowen Hanes & Co. Inc. reduced exposure to Pure Storage, Nordson Corp., Fiserv Inc. Com among others.
Top Holdings
Equity Positions (142)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
N NVDA | NVIDIA CORP COM | 3.89% | $154.0M | 974,850 | $10.49 | $157.99 | +$50.6M |
N NFLX | NETFLIX INC | 3.84% | $152.1M | 113,558 | $320.46 | $1339.13 | +$37.7M |
C COST | COSTCO WHOLESALE | 3.16% | $125.2M | 126,476 | $300.54 | $989.94 | +$4.6M |
M MSFT | MICROSOFT | 3.03% | $120.2M | 241,690 | $108.34 | $497.41 | +$30.4M |
A ATI | ATI INC | 3.00% | $118.8M | 1,375,560 | $27.59 | $86.34 | +$47.4M |
Industry Allocation
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