WINSLOW ASSET MANAGEMENT INC
CIK: 1286534SEC EDGAR →
Portfolio Value
$514.7M
Holdings
80
As of
Q1 2026
New Positions
80
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | APPLE COMPUTER | 155,743 | $39.5M | 7.68% |
| 2 | TERADYNE INC COM | 132,901 | $39.4M | 7.65% |
| 3 | ELI LILLY & CO | 29,022 | $26.7M | 5.19% |
| 4 | PULTEGROUP INC | 218,276 | $25.7M | 4.99% |
| 5 | TENET HEALTHCARE | 114,981 | $21.7M | 4.22% |
| 6 | — JPMORGAN CHASE & CO | 60,130 | $17.7M | 3.44% |
| 7 | ORACLE CORP | 108,537 | $16.0M | 3.10% |
| 8 | NORDSON CORP | 54,998 | $14.6M | 2.84% |
| 9 | TAPESTRY INC | 101,486 | $14.3M | 2.78% |
| 10 | SCHWAB AB CHARLES CORP NEW COM | 148,074 | $13.9M | 2.70% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Technology | 10 | $136.8M | 26.6% |
| Healthcare | 7 | $80.5M | 15.6% |
| Consumer Cyclical | 11 | $65.4M | 12.7% |
| Industrials | 10 | $65.0M | 12.6% |
| Financial Services | 9 | $49.9M | 9.7% |
| Unknown | 8 | $43.9M | 8.5% |
| Energy | 6 | $23.4M | 4.5% |
| Basic Materials | 2 | $17.3M | 3.4% |
| Communication Services | 8 | $13.6M | 2.6% |
| Real Estate | 3 | $10.6M | 2.1% |
| Consumer Defensive | 6 | $8.2M | 1.6% |