WINSLOW ASSET MANAGEMENT INC
Top Portfolio Positions
45 positions ·
$311,019,986 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
155,743 | $39,526,015 | 12.71% |
| TER |
Teradyne, Inc
Technology
|
132,901 | $39,399,830 | 12.67% |
| LLY |
ELI LILLY & Co
Healthcare
|
29,022 | $26,693,564 | 8.58% |
| PHM |
Pultegroup Inc/Mi/
Consumer Cyclical
|
218,276 | $25,671,440 | 8.25% |
| NDSN |
Nordson Corp
Industrials
|
54,998 | $14,632,767 | 4.70% |
| TPR |
Tapestry, Inc.
Consumer Cyclical
|
101,486 | $14,320,689 | 4.60% |
| SCHW |
Schwab Charles Corp
Financial Services
|
148,074 | $13,915,994 | 4.47% |
| IBM |
International Business Machines Corp
Technology
|
43,400 | $10,519,726 | 3.38% |
| AXP |
American Express Co
Financial Services
|
31,700 | $9,588,616 | 3.08% |
| KALU |
Kaiser Aluminum Corp
Basic Materials
|
74,003 | $8,918,101 | 2.87% |
Holdings in BIO
Export CSV
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| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,737,108 | 24,169 | Shares | Sole | 2026-05-05 | |
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