WINSLOW ASSET MANAGEMENT INC 13F Holdings

CIK 0001286534

As of Sep 30, 2025, WINSLOW ASSET MANAGEMENT INC reported 77 positions worth $532.9K in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
APPLE INCAAPLTechnology164,431$41.9K7.86%
ORACLE CORPORCLTechnology112,028$31.5K5.91%
PULTEGROUP INCPHMConsumer Cyclical229,379$30.3K5.69%
TENET HEALTHCARETHCHealthcare120,875$24.5K4.61%
ELI LILLY & COLLYHealthcare31,616$24.1K4.53%
J P MORGAN CHASE & COJPMFinancial Services63,292$20.0K3.75%
TERADYNE INCTERTechnology143,145 9.7K3.70%
TETRA TECH INCTTEKIndustrials442,701 4.8K2.77%
UBER TECHNOLOGIES INCUBERTechnology150,545 4.7K2.77%
SCHWAB CHARLES CORPSCHWEquity154,132 4.7K2.76%
NORDSON CORPNDSNIndustrials57,165 3.0K2.43%
INTERNATIONAL BUSINESS MACHINES CORPIBMTechnology42,917 2.1K2.27%
MOELIS AND COMPANYMCFinancial Services168,678 2.0K2.26%
BEAZER HOMES USA INCBZHConsumer Cyclical488,905 2.0K2.25%
TAPESTRY INCTPRConsumer Cyclical105,104 1.9K2.23%
AMERICAN EXPRESS COAXPFinancial Services32,282 0.7K2.01%
EATON CORP PLCETNIndustrials28,010 0.5K1.97%
ULTA SALON COSM & FRAG COMULTAConsumer Cyclical17,626$9.6K1.81%
BOEING COBAIndustrials44,037$9.5K1.78%
CARLYLE GROUP INCCGFinancial Services146,352$9.2K1.72%
VERRA MOBILITY CORPVRRMIndustrials369,172$9.1K1.71%
CISCO SYS INCCSCOTechnology132,574$9.1K1.70%
LULULEMON ATHLETICA INCLULUConsumer Cyclical49,515$8.8K1.65%
GATX CORPGATXIndustrials48,443$8.5K1.59%
WALT DISNEY CODISCommunication Services72,406$8.3K1.56%