WINSLOW ASSET MANAGEMENT INC: 13F holdings
CIK 12865342026Q2
| Positions | 82 |
|---|
| Reported value | $575.1m |
|---|
| Filed | 2026-08-06 |
|---|
Change since last quarter
| Positions | 82 (+2 vs prior quarter) |
|---|
| Reported value | $575.1m (+11.7%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| TER TERADYNE INC COM | 118,259 | $57.2m | 9.9% |
| AAPL APPLE COMPUTER | 150,640 | $43.6m | 7.6% |
| LLY ELI LILLY & CO | 28,433 | $34.1m | 5.9% |
| PHM PULTEGROUP INC | 213,852 | $29.3m | 5.1% |
| THC TENET HEALTHCARE | 114,397 | $21.4m | 3.7% |
| JPM JPMORGAN CHASE & CO | 59,011 | $19.3m | 3.4% |
| NDSN NORDSON CORP | 54,459 | $16.4m | 2.9% |
| ORCL ORACLE CORP | 109,363 | $16.0m | 2.8% |
| TPR TAPESTRY INC | 102,981 | $15.1m | 2.6% |
| CSCO CISCO SYSTEMS INC | 127,763 | $15.0m | 2.6% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1286534")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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