Winslow Asset Management Inc Top Holdings and 13F Report (2025) About Winslow Asset Management IncInvestment ActivityWinslow Asset Management Inc has $495.72 thousand in total holdings as of June 30, 2025.Winslow Asset Management Inc owns shares of 76 different stocks, but just 30 companies or ETFs make up 80% of its holdings.Approximately 1.10% of the portfolio was purchased this quarter.About 0.45% of the portfolio was sold this quarter.This quarter, Winslow Asset Management Inc has purchased 75 new stocks and bought additional shares in 45 stocks.Winslow Asset Management Inc sold shares of 20 stocks and completely divested from 3 stocks this quarter.Largest Holdings Apple $34,277Oracle $27,251PulteGroup $25,245Eli Lilly and Company $25,121Tenet Healthcare $22,384 Largest New Holdings this Quarter 434287200 - ISHARES TR CORE S&P500 ETF $310 Holding02079K107 - Alphabet $202 Holding Largest Purchases this Quarter Carlyle Group 13,832 shares (about $710.92)Boeing 1,849 shares (about $387.43)ISHARES TR CORE S&P500 ETF 500 shares (about $310.00)Tetra Tech 8,303 shares (about $298.57)lululemon athletica 1,168 shares (about $277.49) Largest Sales this Quarter Apple 2,670 shares (about $547.80)Hilton Grand Vacations 6,195 shares (about $257.24)Oracle 1,005 shares (about $219.72)Bio-Rad Laboratories 866 shares (about $209.00)Weyerhaeuser 6,096 shares (about $156.59) 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$34,277$548 ▼-1.6%167,0686.9%Computer and TechnologyORCLOracle$27,251$220 ▼-0.8%124,6465.5%Computer and TechnologyPHMPulteGroup$25,245$169 ▲0.7%239,3785.1%ConstructionLLYEli Lilly and Company$25,121$115 ▲0.5%32,2255.1%MedicalTHCTenet Healthcare$22,384$106 ▼-0.5%127,1854.5%MedicalJPMJPMorgan Chase & Co.$19,098$88 ▼-0.5%65,8743.9%FinanceTTEKTetra Tech$16,105$299 ▲1.9%447,8623.2%IndustrialsSCHWCharles Schwab$14,611$82 ▲0.6%160,1382.9%FinanceUBERUber Technologies$14,245$158 ▲1.1%152,6842.9%Computer and TechnologyTERTeradyne$13,026$129 ▲1.0%144,8572.6%Computer and TechnologyIBMInternational Business Machines$12,642$89 ▲0.7%42,8862.6%Computer and TechnologyNDSNNordson$12,379$77 ▲0.6%57,7482.5%IndustrialsLULUlululemon athletica$11,864$277 ▲2.4%49,9372.4%Consumer DiscretionaryBZHBeazer Homes USA$10,926$244 ▲2.3%488,4302.2%ConstructionMCMoelis & Company$10,629$99 ▲0.9%170,5512.1%FinanceAXPAmerican Express$10,541$153 ▲1.5%33,0452.1%FinanceETNEaton$10,062$70 ▲0.7%28,1862.0%IndustrialsVRRMVerra Mobility$9,408$121 ▲1.3%370,5221.9%Computer and TechnologyTPRTapestry$9,354$27 ▲0.3%106,5311.9%Retail/WholesaleCSCOCisco Systems$9,220$76 ▲0.8%132,8931.9%Computer and TechnologyBABoeing$9,145$387 ▲4.4%43,6441.8%AerospaceDISWalt Disney$9,073$197 ▲2.2%73,1621.8%Consumer DiscretionaryEOGEOG Resources$8,842$89 ▲1.0%73,9211.8%EnergyULTAUlta Beauty$8,334$63 ▲0.8%17,8141.7%Retail/WholesaleDEDeere & Company$8,266$38 ▲0.5%16,2571.7%IndustrialsLINDE PLC COM$8,247$84 ▲1.0%17,5771.7%COMCNSCohen & Steers$7,868$98 ▲1.3%104,4151.6%FinanceSTESTERIS$7,734$102 ▲1.3%32,1941.6%MedicalWFCWells Fargo & Company$7,542$79 ▲1.1%94,1311.5%FinanceGATXGATX$7,515$14 ▲0.2%48,9371.5%TransportationCGCarlyle Group$7,395$711 ▲10.6%143,8811.5%FinanceMRKMerck & Co., Inc.$6,792$25 ▲0.4%85,8021.4%MedicalSPGSimon Property Group$6,550$42 ▲0.6%40,7411.3%FinanceSWKSSkyworks Solutions$6,171$1 ▲0.0%82,8121.2%Computer and TechnologyKALUKaiser Aluminum$6,051$86 ▲1.4%75,7301.2%IndustrialsCMCSAComcast$5,929$32 ▲0.5%166,1151.2%Consumer DiscretionaryAMGNAmgen$5,892$0 ▼0.0%21,1041.2%MedicalSLBSchlumberger$5,783$49 ▲0.8%171,0831.2%EnergyBIOBio-Rad Laboratories$5,557$209 ▼-3.6%23,0261.1%MedicalJNJJohnson & Johnson$4,677$91 ▲2.0%30,6200.9%MedicalELEstee Lauder Companies$4,102$15 ▼-0.4%50,7720.8%Consumer StaplesWYWeyerhaeuser$3,878$157 ▼-3.9%150,9690.8%ConstructionKVUEKenvue$3,539$41 ▲1.2%169,1070.7%Consumer StaplesHGVHilton Grand Vacations$3,261$257 ▼-7.3%78,5320.7%Consumer DiscretionaryLLoews$3,160$20 ▼-0.6%34,4770.6%FinanceCVXChevron$1,688$34 ▲2.0%11,7900.3%EnergyPGRProgressive$1,549$43 ▼-2.7%5,8050.3%FinanceMSFTMicrosoft$1,357$87 ▼-6.0%2,7280.3%Computer and TechnologyAMZNAmazon.com$997$44 ▼-4.2%4,5450.2%Retail/WholesaleVVisa$799$36 ▼-4.3%2,2500.2%Business ServicesBRK.BBerkshire Hathaway$785$78 ▼-9.0%1,6160.2%FinanceXOMExxon Mobil$7580.0%7,0310.2%EnergySBUXStarbucks$699$57 ▼-7.6%7,6240.1%Retail/WholesaleSNVSynovus Financial$688$89 ▲14.9%13,2910.1%FinancePGProcter & Gamble$6800.0%4,2670.1%Consumer StaplesCOSTCostco Wholesale$552$112 ▼-16.8%5580.1%Retail/WholesaleZGZillow Group$512$79 ▲18.2%7,4750.1%FinanceTKRTimken$433$64 ▲17.5%5,9640.1%Computer and TechnologyCHDNChurchill Downs$409$66 ▲19.1%4,0450.1%Consumer DiscretionaryTXRHTexas Roadhouse$388$55 ▲16.6%2,0700.1%Retail/WholesaleCLColgate-Palmolive$3640.0%4,0000.1%Consumer StaplesCATCaterpillar$351$4 ▼-1.1%9050.1%IndustrialsTPXTempur Sealy International$338$45 ▲15.5%4,9650.1%Retail/WholesaleMSGSMadison Square Garden$330$52 ▲18.8%1,5780.1%Consumer DiscretionaryISHARES TR CORE S&P500 ETF$310$310 ▲New Holding5000.1%COMBPBP$2920.0%9,7620.1%EnergyTSLATesla$2860.0%8990.1%Auto/Tires/TrucksAMBAAmbarella$266$41 ▼-13.4%4,0250.1%Computer and TechnologyVZVerizon Communications$2560.0%5,9270.1%Computer and TechnologyRTXRTX$2410.0%1,6480.0%AerospaceGOOGLAlphabet$230$18 ▼-7.1%1,3030.0%Computer and TechnologyGOOGAlphabet$202$202 ▲New Holding1,1400.0%Computer and TechnologyHPPHudson Pacific Properties$157$22 ▲16.6%57,1450.0%FinanceALITAlight$110$20 ▲21.7%19,3550.0%Computer and TechnologyFECOFFEC Resources$00.0%170,6000.0%EnergyQUANTUM ENERGY$00.0%70,0550.0%COMAIMFFAimia$0$68 ▼-100.0%00.0%Financial ServicesShowing 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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