HJB
Harold J. Bowen III Portfolio
Invests via Bowen Hanes & Co Inc | Managed by Harold J. Bowen III
Invests via Bowen Hanes & Co Inc
Managed by Harold J. Bowen III
Automatically Tracked
Harold J. Bowen III Profile
Having established a diverse career in finance and entrepreneurship, Harold J. Bowen III is recognized for his extensive experience in capital markets and strategic business development. He has held key leadership positions across various sectors, leveraging analytical acumen to identify growth opportunities and drive operational efficiencies. With a solid foundation in investment analysis, he plays an instrumental role in guiding emerging companies toward scaling effectively within competitive landscapes. His commitment to fostering innovation while optimizing performance enhances his relevance as a leader who understands both the challenges of market dynamics and the potential of entrepreneurial ventures.
Having established a diverse career in finance and entrepreneurship, Harold J. Bowen III is recognized for his extensive experience in capital markets and strategic business development. He has held key leadership positions across various sectors, leveraging analytical acumen to identify growth opportunities and drive operational efficiencies. With a solid foundation in investment analysis, he plays an instrumental role in guiding emerging companies toward scaling effectively within competitive landscapes. His commitment to fostering innovation while optimizing performance enhances his relevance as a leader who understands both the challenges of market dynamics and the potential of entrepreneurial ventures.
Investment Philosophy & Strategy
With a robust background in finance and entrepreneurial ventures, Harold J. Bowen III emphasizes innovation-driven investment opportunities. His ability to identify strategic pathways allows him to navigate the complexities of emerging markets effectively. A focus on operational improvement shapes his approach, ensuring that portfolio companies achieve scalable growth while adapting to evolving market demands. Capital allocation is approached with an eye towards fostering sustainable development and long-term viability within competitive landscapes, setting the stage for transformative success.
With a robust background in finance and entrepreneurial ventures, Harold J. Bowen III emphasizes innovation-driven investment opportunities. His ability to identify strategic pathways allows him to navigate the complexities of emerging markets effectively. A focus on operational improvement shapes his approach, ensuring that portfolio companies achieve scalable growth while adapting to evolving market demands. Capital allocation is approached with an eye towards fostering sustainable development and long-term viability within competitive landscapes, setting the stage for transformative success.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
22.81%
Gain +0.11%
Monthly
0.25%
Yearly
3.05%
Drawdown
16.75%
$2.63B
Equity
Holdings
$2.63B
Investment
$1.15B
$1.48B
Profit +$3.01M
Realized
-$0
Unrealized
$1.48B
Dividends
$645.05M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
0.11%
Profit
$3.01M
Win %
70%
This Week
Compared To Last Week
Gain
0.07%
Profit
$1.75M
Win %
70%
This Month
Compared to last month
Gain
1.59%
Profit
$41.1M
Win %
70%
This Year
Compared to last year
Gain
5.93%
Profit
$146.9M
Win %
70%
BMY Bristol-Myers Squibb Company
+4.61%
+$181,089.15 
CL Colgate-Palmolive Company
+3.15%
+$5.28M 
PFE Pfizer Inc.
+2.96%
+$847,326.71 
JNJ Johnson & Johnson
+2.13%
+$3.5M 
KO The Coca-Cola Company
+1.85%
+$1.36M 
IFF International Flavors & Fragrances Inc.
+1.59%
+$780,112.2 
PEP PepsiCo, Inc.
+1.55%
+$1.18M 
AFL Aflac Inc.
+1.52%
+$159,746.04 
UNP Union Pacific Corporation
+1.44%
+$3.69M 
DRI Darden Restaurants, Inc.
+1.42%
+$105,630.73 
MDT Medtronic plc
+1.31%
+$513,790.8 
KMB Kimberly-Clark Corporation
+1.14%
+$649,352.11 
BCE BCE Inc.
+0.97%
+$44,853.3 
GIS General Mills, Inc.
+0.88%
+$24,138.24 
EFX Equifax Inc.
+0.86%
+$1.33M 
CPB The Campbell's Company
+0.79%
+$2,445 
MRSH Marsh & McLennan Companies, Inc.
+0.79%
+$691,314.26 
SON Sonoco Products Co.
+0.78%
+$4,240.8 
HSY The Hershey Company
+0.74%
+$562,738.59 
DIS The Walt Disney Company
+0.39%
+$198,521.86 
ABT Abbott Laboratories
+0.35%
+$13,164.14 
BK The Bank of New York Mellon Corporation
0%
$0 
K Kellanova Inc.
0%
$0 
MDP Meredith Corp
0%
$0 
AVP Avon Products Inc
0%
$0 0660
06605F102
0%
$0 NOVL
NOVL
0%
$0 RX
RX
0%
$0 2948
294821400
0%
$0 MOT
MOT
0%
$0 0019
001957109
0%
$0 1616
16161A108
0%
$0 2044
204493100
0%
$0 PCS
PCS
0%
$0 S
S
0%
$0 HNZ
HNZ
0%
$0 EDS
EDS
0%
$0 MHFI
MHFI
0%
$0 2103
210306AB2
0%
$0 LU
LU
0%
$0 9344
934488107
0%
$0 0865
08658U101
0%
$0 8194
819486101
0%
$0 9297
929771103
0%
$0 4525
452528102
0%
$0 PLL
PLL
0%
$0 ELN
ELN
0%
$0 6658
665815106
0%
$0 7140
714041100
0%
$0 4385
438506107
0%
$0 4568
456866102
0%
$0 HRS
HRS
0%
$0 9128
91288L105
0%
$0 SLE
SLE
0%
$0 G
G
0%
$0 0266
026609107
0%
$0 4415
441560109
0%
$0 TRB
TRB
0%
$0 2648
26483B106
0%
$0 WL
WL
0%
$0 HPQ
HPQ
0%
$0 1667
166751107
0%
$0 5004
500472105
0%
$0 8323
832378301
0%
$0 3623
362320103
0%
$0 6040
604059105
0%
$0 PNY
PNY
0%
$0 4385
438579203
0%
$0 TEK
TEK
0%
$0 ION
ION
0%
$0 RBSP
RBSPRH
0%
$0 0187
018773101
0%
$0 1248
124875105
0%
$0 8958
895835106
0%
$0 3022
302290101
0%
$0 0258
02583Y205
0%
$0 
GLW Corning Incorporated
-5.15%
-$13.77M 
XRX Xerox Holdings Corporation
-4.93%
-$1,868.05 
NOK Nokia Corporation Sponsored ADR
-4.67%
-$6,716 
VYX NCR Voyix Corp
-4.44%
-$345,533.92 
DAL Delta Air Lines, Inc.
-3.67%
-$22,005.12 
AKZOY Akzo Nobel N.V.
-1.5%
-$16,766.1 
EMR Emerson Electric Co.
-1.48%
-$2.09M 
PBI Pitney Bowes Inc.
-1.47%
-$4,008.5 
IBM International Business Machines Corporation
-1.26%
-$978,210.83 
DD DuPont de Nemours, Inc.
-0.83%
-$548,980.7 
JOE The St. Joe Company
-0.66%
-$211,046 
IT Gartner Inc.
-0.6%
-$11,900.1 
BAX Baxter International Inc.
-0.36%
-$3,020.86 
GE General Electric Company
-0.2%
-$111,020.78 
OMC Omnicom Group Inc.
-0.1%
-$839.68 Events
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Dividends
Dividend Analysis
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| Trades 91 | Longs Won 31/91 34% | Profit Factor 82.89 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $43.66M |
| Average Win $48.29M | Best Trade (Oct 14) $247.29M | Sharpe Ratio 0 |
| Average Loss -$300,988.9 | Worst Trade (Oct 14) -$14.8M | Z-Score -2.44 (100%) |
| Commissions $0 | Avg. Trade Length 27y 6m 3w 3d | Expectancy $16.25M |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.93% |
| Consecutive Losing Trades | 8,696 | 7,826 | 6,957 | 6,087 | 5,217 | 4,348 | 3,478 | 2,609 | 1,739 | 870 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| 0019 001957109 | 416,249 | $33.22M | $33.22M | - | - | - | 0.0 |
| 0187 018773101 | 26,000 | $71,000 | $71,000 | - | - | - | 0.0 |
| 0258 02583Y205 | 54,000 | $1.35M | $1.35M | - | - | - | 0.0 |
| 0266 026609107 | 596,250 | $38.91M | $38.91M | - | - | - | 0.0 |
| 0660 06605F102 | 4,732 | $334,000 | $334,000 | - | - | - | 0.0 |
| 0865 08658U101 | 536,292 | $25.21M | $25.21M | - | - | - | 0.0 |
| 1248 124875105 | 5,220 | $282,000 | $282,000 | - | - | - | 0.0 |
| 1616 16161A108 | 3,182 | $258,000 | $258,000 | - | - | - | 0.0 |
| 1667 166751107 | 2,358 | $209,000 | $209,000 | - | - | - | 0.0 |
| 2044 204493100 | 12,780 | $404,000 | $404,000 | - | - | - | 0.0 |
| 2103 210306AB2 | 30,000 | $13,000 | $13,000 | - | - | - | 0.0 |
| 2648 26483B106 | 413,575 | $14.73M | $14.73M | - | - | - | 0.0 |
| 2948 294821400 | 569,115 | $13.55M | $13.55M | - | - | - | 0.0 |
| 3022 302290101 | 7,948 | $560,000 | $560,000 | - | - | - | 0.0 |
| 3623 362320103 | 41,011 | $2.48M | $2.48M | - | - | - | 0.0 |
| 4385 438506107 | 401,767 | $30.46M | $30.46M | - | - | - | 0.0 |
| 4385 438579203 | 12,000 | $234,000 | $234,000 | - | - | - | 0.0 |
| 4415 441560109 | 588,725 | $27.6M | $27.6M | - | - | - | 0.0 |
| 4525 452528102 | 4,000 | $333,000 | $333,000 | - | - | - | 0.0 |
| 4568 456866102 | 18,700 | $927,000 | $927,000 | - | - | - | 0.0 |
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FAQ
Which stocks have generated the highest profits for Harold J. Bowen III?
The largest contributions to the portfolio's profits come from the following stocks: General Electric Company - $105.19M, Colgate-Palmolive Company - $52.03M, Johnson & Johnson - $47.68M, Union Pacific Corporation - $47.05M, and PepsiCo, Inc - $42.5M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
What dividends does Harold J. Bowen III's portfolio generate?
The portfolio generates substantial dividend income, with a total of $645.05M earned over time. The largest contributors to dividend income include General Electric Company - $105.19M, Colgate-Palmolive Company - $52.03M, Johnson & Johnson - $47.68M, Union Pacific Corporation - $47.05M, and PepsiCo, Inc - $42.5M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Harold J. Bowen III's monthly returns?
Harold J. Bowen III's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Harold J. Bowen III's strategy be considered aggressive or moderate?
Harold J. Bowen III's strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow Harold J. Bowen III's strategy?
Harold J. Bowen III's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
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