Winslow Asset Management Inc Portfolio Holdings

Winslow Asset Management Inc

  • $496 Million
  • Q2 2025

Winslow Asset Management Inc has filed its 13F form on August 13, 2025 for Q2 2025 where it was disclosed a total value porftolio of $496 Million distributed in 76 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $34.3M, Oracle Corp with a value of $27.3M, Pultegroup Inc with a value of $25.2M, Eli Lilly & CO with a value of $25.1M, and Tenet Healthcare Corp with a value of $22.4M.

Examining the 13F form we can see an increase of $42.4M in the current position value, from $453M to 496M.

Below you can find more details about Winslow Asset Management Inc portfolio as well as his latest detailed transactions.

Portfolio value $496 Million
Technology: $119 Million
Financial Services: $84.7 Million
Healthcare: $78.2 Million
Industrials: $73.9 Million
Consumer Cyclical: $72.1 Million
Energy: $17.4 Million
Communication Services: $16.5 Million
Real Estate: $10.6 Million
Other: $11.7 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.49B
$10.6 Million 2.14% of portfolio
170,551
Q2 2025 Added 0.94%
$3.69B
$9.41 Million 1.9% of portfolio
370,522
Q2 2025 Added 1.31%
$3.67B
$7.87 Million 1.59% of portfolio
104,415
Q2 2025 Added 1.26%
$5.58B
$7.52 Million 1.52% of portfolio
48,937
Q2 2025 Added 0.19%
$6.77B
$5.56 Million 1.12% of portfolio
23,026
Q2 2025 Reduced 3.62%
$5.29B
$3.26 Million 0.66% of portfolio
78,532
Q2 2025 Reduced 7.31%
$7.11B
$688,000 0.14% of portfolio
13,291
Q2 2025 Added 14.94%
$4.54B
$512,000 0.1% of portfolio
7,475
Q2 2025 Added 18.18%
$5.59B
$433,000 0.09% of portfolio
5,964
Q2 2025 Added 17.49%
$3.82B
$409,000 0.08% of portfolio
4,045
Q2 2025 Added 19.15%
$9.92B
$338,000 0.07% of portfolio
4,965
Q2 2025 Added 15.47%
$3.87B
$330,000 0.07% of portfolio
1,578
Q2 2025 Added 18.83%
$2.66B
$266,000 0.05% of portfolio
4,025
Q2 2025 Reduced 13.44%

Summary

  • Portfolio
  • No. of Stocks 76
  • Current Value $496 Million
  • Prior Value $453 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 13, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 2 stocks
  • Additional Purchases 45 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 20 stocks
Track This Portfolio

Track Winslow Asset Management Inc Portfolio

Follow Winslow Asset Management Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Winslow Asset Management Inc, based on Form 13F filings with the SEC.

News

Stay updated on Winslow Asset Management Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email