Winslow Asset Management Inc Top Holdings and 13F Report (2025) About Winslow Asset Management IncInvestment ActivityWinslow Asset Management Inc has $501.79 thousand in total holdings as of December 31, 2024.Winslow Asset Management Inc owns shares of 79 different stocks, but just 31 companies or ETFs make up 80% of its holdings.Approximately 0.38% of the portfolio was purchased this quarter.About 4.01% of the portfolio was sold this quarter.This quarter, Winslow Asset Management Inc has purchased 77 new stocks and bought additional shares in 14 stocks.Winslow Asset Management Inc sold shares of 47 stocks and completely divested from 3 stocks this quarter.Largest Holdings Apple $44,429PulteGroup $26,554Eli Lilly and Company $25,513Oracle $21,473Lululemon Athletica $19,195 Largest New Holdings this Quarter Ambarella $320 HoldingAlphabet $217 HoldingAlight $93 Holding Largest Purchases this Quarter Boeing 3,096 shares (about $548.02)Ambarella 4,395 shares (about $320.00)Alphabet 1,140 shares (about $217.00)International Business Machines 760 shares (about $167.07)Ulta Beauty 264 shares (about $114.82) Largest Sales this Quarter Apple 10,518 shares (about $2.63K)PulteGroup 16,659 shares (about $1.81K)LKQ 36,127 shares (about $1.33K)Tenet Healthcare 6,216 shares (about $784.64)Eli Lilly and Company 995 shares (about $768.14) 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$44,429$2,634 ▼-5.6%177,4178.9%Computer and TechnologyPHMPulteGroup$26,554$1,814 ▼-6.4%243,8365.3%ConstructionLLYEli Lilly and Company$25,513$768 ▼-2.9%33,0485.1%MedicalORCLOracle$21,473$733 ▼-3.3%128,8604.3%Computer and TechnologyLULULululemon Athletica$19,195$495 ▼-2.5%50,1943.8%Consumer DiscretionaryTERTeradyne$18,504$515 ▼-2.7%146,9513.7%Computer and TechnologyTTEKTetra Tech$17,167$616 ▼-3.5%430,9003.4%Industrial ProductsJPMJPMorgan Chase & Co.$16,719$694 ▼-4.0%69,7473.3%FinanceTHCTenet Healthcare$16,502$785 ▼-4.5%130,7303.3%MedicalBZHBeazer Homes USA$13,242$250 ▼-1.9%482,2402.6%ConstructionMCMoelis & Company$12,704$239 ▼-1.8%171,9492.5%FinanceNDSNNordson$12,308$341 ▼-2.7%58,8212.5%Industrial ProductsSCHWCharles Schwab$12,244$448 ▼-3.5%165,4342.4%FinanceAXPAmerican Express$10,003$410 ▼-3.9%33,7052.0%FinanceCNSCohen & Steers$9,697$445 ▼-4.4%105,0181.9%FinanceIBMInternational Business Machines$9,658$167 ▲1.8%43,9351.9%Computer and TechnologyETNEaton$9,542$239 ▼-2.4%28,7521.9%Industrial ProductsEOGEOG Resources$9,295$184 ▼-1.9%75,8281.9%Oils/EnergyUBERUber Technologies$9,260$23 ▲0.2%153,5181.8%Computer and TechnologyMRKMerck & Co., Inc.$8,915$162 ▼-1.8%89,6121.8%MedicalVRRMVerra Mobility$8,721$117 ▼-1.3%360,6511.7%Industrial ProductsDISWalt Disney$8,034$34 ▲0.4%72,1541.6%Consumer DiscretionaryBIOBio-Rad Laboratories$7,957$14 ▼-0.2%24,2201.6%MedicalCSCOCisco Systems$7,926$63 ▼-0.8%133,8861.6%Computer and TechnologyGATXGATX$7,734$235 ▼-3.0%49,9091.5%TransportationULTAUlta Beauty$7,560$115 ▲1.5%17,3821.5%Retail/WholesaleLINDE PLC COM$7,486$118 ▼-1.6%17,8801.5%COMSWKSSkyworks Solutions$7,454$345 ▼-4.4%84,0511.5%Computer and TechnologyTPRTapestry$7,406$29 ▲0.4%113,3591.5%Retail/WholesaleBABoeing$7,215$548 ▲8.2%40,7611.4%AerospaceSPGSimon Property Group$7,184$239 ▼-3.2%41,7181.4%FinanceDEDeere & Company$7,053$150 ▼-2.1%16,6461.4%Industrial ProductsCGThe Carlyle Group$6,767$85 ▲1.3%134,0211.3%FinanceSLBSchlumberger$6,677$136 ▼-2.0%174,1471.3%Oils/EnergyWFCWells Fargo & Company$6,626$29 ▼-0.4%94,3291.3%FinanceSTESTERIS$6,625$76 ▼-1.1%32,2291.3%MedicalCMCSAComcast$6,254$159 ▼-2.5%166,6511.2%Consumer DiscretionaryAMGNAmgen$5,526$75 ▼-1.3%21,2041.1%MedicalKALUKaiser Aluminum$5,243$140 ▼-2.6%74,6071.0%Industrial ProductsWYWeyerhaeuser$4,535$237 ▼-5.0%161,1030.9%ConstructionJNJJohnson & Johnson$4,439$37 ▼-0.8%30,6950.9%MedicalLKQLKQ$4,370$1,328 ▼-23.3%118,9140.9%Auto/Tires/TrucksELEstée Lauder Companies$3,863$143 ▼-3.6%51,5210.8%Consumer StaplesHGVHilton Grand Vacations$3,607$193 ▼-5.1%92,6040.7%Consumer DiscretionaryKVUEKenvue$3,417$109 ▲3.3%160,0500.7%Consumer StaplesLLoews$3,016$17 ▼-0.6%35,6120.6%FinanceCVXChevron$1,776$93 ▼-5.0%12,2630.4%Oils/EnergyPGRProgressive$1,439$366 ▼-20.3%6,0050.3%FinanceMSFTMicrosoft$1,224$2 ▼-0.2%2,9030.2%Computer and TechnologyAMZNAmazon.com$1,0410.0%4,7450.2%Retail/WholesaleSBUXStarbucks$822$27 ▼-3.2%9,0070.2%Retail/WholesaleBRK.BBerkshire Hathaway$8180.0%1,8060.2%FinanceXOMExxon Mobil$810$17 ▼-2.0%7,5310.2%Oils/EnergyVVisa$7430.0%2,3500.1%Business ServicesPGProcter & Gamble$7410.0%4,4220.1%Consumer StaplesCOSTCostco Wholesale$615$9 ▼-1.5%6710.1%Retail/WholesaleSNVSynovus Financial$569$77 ▲15.6%11,1080.1%FinanceCHDNChurchill Downs$444$6 ▲1.4%3,3250.1%Consumer DiscretionaryZGZillow Group$425$51 ▲13.7%6,0050.1%FinanceCATCaterpillar$4140.0%1,1400.1%Industrial ProductsTKRTimken$367$6 ▲1.7%5,1380.1%Computer and TechnologyCLColgate-Palmolive$3640.0%4,0000.1%Consumer StaplesTSLATesla$3630.0%8990.1%Auto/Tires/TrucksTXRHTexas Roadhouse$321$19 ▼-5.6%1,7800.1%Retail/WholesaleAMBAAmbarella$320$320 ▲New Holding4,3950.1%Computer and TechnologyMSGSMadison Square Garden Sports$295$5 ▲1.6%1,3080.1%Consumer DiscretionaryCONSTELLATION ENERGY COM$2900.0%1,2960.1%COMBPBP$2890.0%9,7620.1%Oils/EnergyGOOGLAlphabet$2660.0%1,4030.1%Computer and TechnologyTPXTempur Sealy International$238$3 ▲1.2%4,1900.0%Retail/WholesaleVZVerizon Communications$2370.0%5,9270.0%Computer and TechnologyEDConsolidated Edison$2230.0%2,4970.0%UtilitiesGOOGAlphabet$217$217 ▲New Holding1,1400.0%Computer and TechnologyPFEPfizer$212$6 ▼-2.6%7,9810.0%MedicalHPPHudson Pacific Properties$128$23 ▼-15.3%42,3450.0%FinanceALITAlight$93$93 ▲New Holding13,4050.0%Computer and TechnologyAIMFFAimia$680.0%37,0000.0%Financial ServicesFECOFFEC Resources$00.0%170,6000.0%Oils/EnergyQUANTUM ENERGY$00.0%70,0550.0%COMJWNNordstrom$0$3,956 ▼-100.0%00.0%Retail/WholesaleShowing 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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