WINSLOW ASSET MANAGEMENT INC
Top Portfolio Positions
75 positions ·
$492,375,423 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
155,743 | $39,526,015 | 8.03% | |
| TER |
Teradyne, Inc
Technology
|
132,901 | $39,399,830 | 8.00% | |
| LLY |
ELI LILLY & Co
Healthcare
|
29,022 | $26,693,564 | 5.42% | |
| PHM |
Pultegroup Inc/Mi/
Consumer Cyclical
|
218,276 | $25,671,440 | 5.21% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
60,130 | $17,687,840 | 3.59% | |
| ORCL |
Oracle Corp
Technology
|
108,537 | $15,966,878 | 3.24% | |
| NDSN |
Nordson Corp
Industrials
|
54,998 | $14,632,767 | 2.97% | |
| TPR |
Tapestry, Inc.
Consumer Cyclical
|
101,486 | $14,320,689 | 2.91% | |
| SCHW |
Schwab Charles Corp
Financial Services
|
148,074 | $13,915,994 | 2.83% | |
| TTEK |
Tetra Tech Inc
Industrials
|
432,538 | $13,028,044 | 2.65% |
Portfolio Trend
25 quarters · across all stocks
Holdings in KALU
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,918,101 | 74,003 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $8,705,124 | 75,789 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $5,854,515 | 75,875 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $6,050,827 | 75,730 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $4,525,343 | 74,651 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $5,242,633 | 74,607 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $5,554,741 | 76,596 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $7,156,993 | 81,422 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $7,372,378 | 82,502 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $5,822,487 | 81,788 | Shares | Sole | 2024-02-16 | |
| 2023-09-30 | $5,970,827 | 79,336 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $5,588,421 | 78,007 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $5,626,131 | 75,387 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $5,757,160 | 75,792 | Shares | Sole | 2023-01-23 | |
| 2022-09-30 | $4,765,913 | 77,684 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $6,050,543 | 76,502 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $7,135,256 | 75,778 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $7,221,355 | 76,872 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $8,048,112 | 73,863 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $9,232,359 | 74,762 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $8,261,753 | 74,767 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $7,552,696 | 76,367 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $4,012,765 | 74,879 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $5,619,267 | 76,328 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $5,393,586 | 77,852 | Shares | Sole | 2020-05-12 | |
| No 13F history on record for this holder in this stock. | ||||||