Winslow Asset Management Inc Top Holdings and 13F Report (2025) About Winslow Asset Management IncInvestment ActivityWinslow Asset Management Inc has $453.31 thousand in total holdings as of March 31, 2025.Winslow Asset Management Inc owns shares of 75 different stocks, but just 31 companies or ETFs make up 80% of its holdings.Approximately 0.25% of the portfolio was purchased this quarter.About 3.78% of the portfolio was sold this quarter.This quarter, Winslow Asset Management Inc has purchased 79 new stocks and bought additional shares in 14 stocks.Winslow Asset Management Inc sold shares of 48 stocks and completely divested from 7 stocks this quarter.Largest Holdings Apple $37,704Eli Lilly and Company $26,493PulteGroup $24,443Oracle $17,567Tenet Healthcare $17,187 Largest New Holdings this Quarter 75513E101 - RTX $218 Holding Largest Purchases this Quarter Tetra Tech 8,659 shares (about $253.27)RTX 1,648 shares (about $218.00)Boeing 1,034 shares (about $176.35)Kenvue 7,108 shares (about $170.43)Verra Mobility 5,086 shares (about $114.49) Largest Sales this Quarter Apple 7,679 shares (about $1.71K)JPMorgan Chase & Co. 3,570 shares (about $875.71)Eli Lilly and Company 970 shares (about $801.12)PulteGroup 6,064 shares (about $623.38)Tapestry 7,141 shares (about $502.81) Sector Allocation Over TimeMap of 500 Largest Holdings ofWinslow Asset Management Inc Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAPLApple$37,704$1,706 ▼-4.3%169,7388.3%Computer and TechnologyLLYEli Lilly and Company$26,493$801 ▼-2.9%32,0785.8%MedicalPHMPulteGroup$24,443$623 ▼-2.5%237,7725.4%ConstructionORCLOracle$17,567$449 ▼-2.5%125,6513.9%Computer and TechnologyTHCTenet Healthcare$17,187$396 ▼-2.3%127,7873.8%MedicalJPMJPMorgan Chase & Co.$16,233$876 ▼-5.1%66,1773.6%FinanceLULULululemon Athletica$13,805$403 ▼-2.8%48,7693.0%Consumer DiscretionaryTTEKTetra Tech$12,857$253 ▲2.0%439,5592.8%IndustrialsSCHWCharles Schwab$12,465$485 ▼-3.7%159,2342.7%FinanceTERTeradyne$11,847$291 ▼-2.4%143,4262.6%Computer and TechnologyNDSNNordson$11,576$289 ▼-2.4%57,3872.6%IndustrialsUBERUber Technologies$11,001$184 ▼-1.6%150,9862.4%Computer and TechnologyIBMInternational Business Machines$10,589$336 ▼-3.1%42,5852.3%Computer and TechnologyMCMoelis & Company$9,861$174 ▼-1.7%168,9622.2%FinanceBZHBeazer Homes USA$9,737$96 ▼-1.0%477,5312.1%ConstructionEOGEOG Resources$9,385$340 ▼-3.5%73,1802.1%EnergyAXPAmerican Express$8,762$306 ▼-3.4%32,5661.9%FinanceCNSCohen & Steers$8,275$152 ▼-1.8%103,1201.8%FinanceVRRMVerra Mobility$8,233$114 ▲1.4%365,7371.8%IndustrialsCSCOCisco Systems$8,133$129 ▼-1.6%131,8011.8%Computer and TechnologyLINDE PLC COM$8,101$224 ▼-2.7%17,3981.8%COMMRKMerck & Co., Inc.$7,673$371 ▼-4.6%85,4811.7%MedicalETNEaton$7,609$207 ▼-2.6%27,9911.7%IndustrialsDEDeere & Company$7,595$218 ▼-2.8%16,1821.7%IndustrialsGATXGATX$7,584$165 ▼-2.1%48,8451.7%TransportationTPRTapestry$7,479$503 ▼-6.3%106,2181.6%Retail/WholesaleSTESTERIS$7,201$104 ▼-1.4%31,7701.6%MedicalBABoeing$7,128$176 ▲2.5%41,7951.6%AerospaceSLBSchlumberger$7,091$188 ▼-2.6%169,6461.6%EnergyDISWalt Disney$7,064$57 ▼-0.8%71,5751.6%Consumer DiscretionarySPGSimon Property Group$6,723$205 ▼-3.0%40,4811.5%FinanceWFCWells Fargo & Company$6,687$85 ▼-1.2%93,1511.5%FinanceAMGNAmgen$6,575$31 ▼-0.5%21,1051.5%MedicalULTAUlta Beauty$6,480$109 ▲1.7%17,6801.4%Retail/WholesaleCMCSAComcast$6,097$53 ▼-0.9%165,2181.3%Consumer DiscretionaryBIOBio-Rad Laboratories$5,819$80 ▼-1.4%23,8921.3%MedicalCGThe Carlyle Group$5,669$173 ▼-3.0%130,0491.3%FinanceSWKSSkyworks Solutions$5,352$81 ▼-1.5%82,8021.2%Computer and TechnologyJNJJohnson & Johnson$4,979$111 ▼-2.2%30,0241.1%MedicalWYWeyerhaeuser$4,599$118 ▼-2.5%157,0651.0%ConstructionKALUKaiser Aluminum$4,525$3 ▲0.1%74,6511.0%IndustrialsKVUEKenvue$4,008$170 ▲4.4%167,1580.9%Consumer StaplesELEstée Lauder Companies$3,364$37 ▼-1.1%50,9630.7%Consumer StaplesLLoews$3,189$85 ▼-2.6%34,6920.7%FinanceHGVHilton Grand Vacations$3,170$295 ▼-8.5%84,7270.7%Consumer DiscretionaryCVXChevron$1,933$118 ▼-5.8%11,5550.4%EnergyPGRProgressive$1,688$11 ▼-0.7%5,9650.4%FinanceMSFTMicrosoft$1,0900.0%2,9030.2%Computer and TechnologyBRK.BBerkshire Hathaway$946$16 ▼-1.7%1,7760.2%FinanceAMZNAmazon.com$9030.0%4,7450.2%Retail/WholesaleXOMExxon Mobil$836$59 ▼-6.6%7,0310.2%EnergyVVisa$8240.0%2,3500.2%Business ServicesSBUXStarbucks$809$74 ▼-8.4%8,2480.2%Retail/WholesalePGProcter & Gamble$727$26 ▼-3.5%4,2670.2%Consumer StaplesCOSTCostco Wholesale$6350.0%6710.1%Retail/WholesaleSNVSynovus Financial$540$21 ▲4.1%11,5630.1%FinanceZGZillow Group$423$21 ▲5.3%6,3250.1%FinanceCHDNChurchill Downs$377$8 ▲2.1%3,3950.1%Consumer DiscretionaryCLColgate-Palmolive$3750.0%4,0000.1%Consumer StaplesTKRTimken$365$4 ▼-1.2%5,0760.1%Computer and TechnologyBPBP$3300.0%9,7620.1%EnergyCATCaterpillar$302$74 ▼-19.7%9150.1%IndustrialsTXRHTexas Roadhouse$296$1 ▼-0.3%1,7750.1%Retail/WholesaleVZVerizon Communications$2690.0%5,9270.1%Computer and TechnologyMSGSMadison Square Garden Sports$259$4 ▲1.5%1,3280.1%Consumer DiscretionaryTPXTempur Sealy International$257$7 ▲2.6%4,3000.1%Retail/WholesaleAMBAAmbarella$234$13 ▲5.8%4,6500.1%Computer and TechnologyTSLATesla$2330.0%8990.1%Auto/Tires/TrucksRTXRTX$218$218 ▲New Holding1,6480.0%AerospaceGOOGLAlphabet$2170.0%1,4030.0%Computer and TechnologyHPPHudson Pacific Properties$145$20 ▲15.8%49,0300.0%FinanceALITAlight$94$15 ▲18.6%15,9050.0%Computer and TechnologyAIMFFAimia$680.0%37,0000.0%Financial ServicesFECOFFEC Resources$00.0%170,6000.0%EnergyQUANTUM ENERGY$00.0%70,0550.0%COMLKQLKQ$0$4,370 ▼-100.0%00.0%Auto/Tires/TrucksCONSTELLATION ENERGY COM$0$290 ▼-100.0%00.0%COMEDConsolidated Edison$0$223 ▼-100.0%00.0%UtilitiesGOOGAlphabet$0$217 ▼-100.0%00.0%Computer and TechnologyPFEPfizer$0$212 ▼-100.0%00.0%MedicalShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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