Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
WINSLOW ASSET MANAGEMENT INC (CIK 1286534) reported $514.7M across 77 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AAPL ($39.5M, 7.68%), TER ($39.4M, 7.65%), LLY ($26.7M, 5.19%), PHM ($25.7M, 4.99%), THC ($21.7M, 4.22%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE COMPUTER | $39.5M | 7.68% | 155,743 | Trimmed |
| 2 | TER | TERADYNE INC COM | $39.4M | 7.65% | 132,901 | Trimmed |
| 3 | LLY | ELI LILLY & CO | $26.7M | 5.19% | 29,022 | Trimmed |
| 4 | PHM | PULTEGROUP INC | $25.7M | 4.99% | 218,276 | Trimmed |
| 5 | THC | TENET HEALTHCARE | $21.7M | 4.22% | 114,981 | Trimmed |
| 6 | JPM | JPMORGAN CHASE & CO | $17.7M | 3.44% | 60,130 | Trimmed |
| 7 | ORCL | ORACLE CORP | $16.0M | 3.10% | 108,537 | Trimmed |
| 8 | NDSN | NORDSON CORP | $14.6M | 2.84% | 54,998 | Trimmed |
| 9 | TPR | TAPESTRY INC | $14.3M | 2.78% | 101,486 | Trimmed |
| 10 | SCHW | SCHWAB AB CHARLES CORP NEW COM | $13.9M | 2.70% | 148,074 | Trimmed |
| 11 | TTEK | TETRA TECH INC | $13.0M | 2.53% | 432,538 | Trimmed |
| 12 | UBER | UBER TECHNOLOGIES INC | $10.6M | 2.07% | 147,833 | Trimmed |
| 13 | EOG | EOG RESOURCES INC | $10.5M | 2.04% | 72,475 | Trimmed |
| 14 | IBM | INTERNATIONAL BUS MACH COM | $10.5M | 2.04% | 43,400 | Added |
| 15 | CSCO | CISCO SYSTEMS INC | $10.0M | 1.94% | 128,535 | Trimmed |
| 16 | MRK | MERCK & CO. INC. | $10.0M | 1.94% | 83,013 | Trimmed |
| 17 | ETN | EATON CORP PLC F | $9.9M | 1.92% | 27,629 | Trimmed |
| 18 | AXP | AMERICAN EXPRESS CO | $9.6M | 1.86% | 31,700 | Trimmed |
| 19 | MC | MOELIS & COMPANY | $9.4M | 1.83% | 164,908 | Trimmed |
| 20 | BZH | BEAZER HOMES USA INC | $9.3M | 1.80% | 482,343 | Trimmed |
| 21 | ULTA | ULTA BEAUTY INC. | $9.0M | 1.74% | 17,156 | Trimmed |
| 22 | KALU | KAISER ALUMINUM CORP | $8.9M | 1.73% | 74,003 | Trimmed |
| 23 | DE | DEERE & CO | $8.7M | 1.70% | 15,531 | Trimmed |
| 24 | BA | BOEING | $8.7M | 1.69% | 43,606 | Trimmed |
| 25 | SLB | SLB | $8.7M | 1.68% | 168,586 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31