WINSLOW ASSET MANAGEMENT INC
CIK: 0001286534SEC EDGAR →
Portfolio Value
$542.2M
Holdings
79
As of
Q4 2025
New Positions
69
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | APPLE COMPUTER | 161,838 | $44.0M | 8.11% |
| 2 | ELI LILLY & CO | 29,928 | $32.2M | 5.93% |
| 3 | TERADYNE INC COM | 141,208 | $27.3M | 5.04% |
| 4 | PULTEGROUP INC | 226,289 | $26.5M | 4.89% |
| 5 | TENET HEALTHCARE | 119,774 | $23.8M | 4.39% |
| 6 | ORACLE CORP | 111,684 | $21.8M | 4.01% |
| 7 | — JPMORGAN CHASE & CO | 62,708 | $20.2M | 3.73% |
| 8 | SCHWAB AB CHARLES CORP NEW COM | 153,384 | $15.3M | 2.83% |
| 9 | TETRA TECH INC | 441,600 | $14.8M | 2.73% |
| 10 | NORDSON CORP | 56,819 | $13.7M | 2.52% |
Quarterly Changes
Top Buys
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Technology | 10 | $143.2M | 26.4% |
| Healthcare | 6 | $86.5M | 15.9% |
| Consumer Cyclical | 11 | $70.3M | 13.0% |
| Industrials | 9 | $64.0M | 11.8% |
| Financial Services | 9 | $56.9M | 10.5% |
| Unknown | 9 | $51.7M | 9.5% |
| Energy | 6 | $17.4M | 3.2% |
| Basic Materials | 2 | $16.1M | 3.0% |
| Communication Services | 8 | $15.3M | 2.8% |
| Real Estate | 3 | $10.7M | 2.0% |
| Consumer Defensive | 6 | $10.2M | 1.9% |