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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Bowen Hanes & Co Inc
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|---|---|
| CRD # | 105153 |
| SEC # | 801-15530 |
| CIK # | 0001077583, 0000107758 |
| AUM | $4.3 B (2025-02-27) |
| Employees | 10 (40% Investors, 0% Brokers) |
| Phone | 404-995-0507 |
| Address | 135 Professional Drive Ponte Vedra Beach, FL 32082 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Nvidia Corp | 0.2 | ||
| Netflix Inc | 0.2 | ||
| Costco Wholesale Corp /NEW | 0.1 | ||
| Microsoft Corp | 0.1 | ||
| Allegheny Technologies Inc | 0.1 | ||
| American Express Co | 0.1 | ||
| Apple Inc | 0.1 | ||
| Palo Alto Networks Inc | 0.1 | ||
| Intuitive Surgical Inc | 0.1 | ||
| Lilly Eli & Co | 0.1 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 10 | 0.0 |
| (b) Individuals (high net worth individuals) | 65 | 0.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 5 | 0.1 |
| (h) Charitable organizations | 7 | 0.1 |
| (i) State or municipal government entities | 15 | 3.6 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 13 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 204 | 4.3 |
| By Discretionary | ||
| Discretionary | 204 | 4.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 204 | 4.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 4.3 | |
| Total | 204 | 4.3 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001077583] |
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