Filed: 8/13/2025ACC: 0001286534-25-000003
📋 What this filing means
WINSLOW ASSET MANAGEMENT INC filed this quarterly 13F‑HR report disclosing 76 equity positions with a total reported market value of $495.7K. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
76
Positions
$495.7K
Total AUM (reported)
5.42M
Total Shares
Allocation by class
COM$495.7K100.0%
Portfolio Concentration
Top 3$86.8K17.5%
4–10$124.6K25.1%
11–25$150.7K30.4%
Rest$133.7K27.0%
Top 3 weight
17.5%
Top 10 weight
42.6%
Voting Authority Distribution
Total shares with voting rights: 5.42M
Sole
Full voting authority
5.42M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole76
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings76
Rows:
APPLE COMPUTER
SOLEShares167.07K
TypeSH
Market value$34.3K
6.91%
Sole
167.07K
Shared
0.00
None
0.00
ORACLE CORP
SOLEShares124.65K
TypeSH
Market value$27.3K
5.50%
Sole
124.65K
Shared
0.00
None
0.00
PULTEGROUP INC
SOLEShares239.38K
TypeSH
Market value$25.2K
5.09%
Sole
239.38K
Shared
0.00
None
0.00
ELI LILLY & CO
SOLEShares32.23K
TypeSH
Market value$25.1K
5.07%
Sole
32.23K
Shared
0.00
None
0.00
TENET HEALTHCARE
SOLEShares127.19K
TypeSH
Market value$22.4K
4.52%
Sole
127.19K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO
SOLEShares65.87K
TypeSH
Market value$19.1K
3.85%
Sole
65.87K
Shared
0.00
None
0.00
TETRA TECH INC
SOLEShares447.86K
TypeSH
Market value$16.1K
3.25%
Sole
447.86K
Shared
0.00
None
0.00
SCHWAB AB CHARLES CORP NEW COM
SOLEShares160.14K
TypeSH
Market value$14.6K
2.95%
Sole
160.14K
Shared
0.00
None
0.00
UBER TECHNOLOGIES INC
SOLEShares152.68K
TypeSH
Market value$14.2K
2.87%
Sole
152.68K
Shared
0.00
None
0.00
TERADYNE INC COM
SOLEShares144.86K
TypeSH
Market value$13.0K
2.63%
Sole
144.86K
Shared
0.00
None
0.00
INTERNATIONAL BUS MACH COM
SOLEShares42.89K
TypeSH
Market value$12.6K
2.55%
Sole
42.89K
Shared
0.00
None
0.00
NORDSON CORP
SOLEShares57.75K
TypeSH
Market value$12.4K
2.50%
Sole
57.75K
Shared
0.00
None
0.00
LULULEMON ATHLETICA
SOLEShares49.94K
TypeSH
Market value$11.9K
2.39%
Sole
49.94K
Shared
0.00
None
0.00
BEAZER HOMES USA INC
SOLEShares488.43K
TypeSH
Market value$10.9K
2.20%
Sole
488.43K
Shared
0.00
None
0.00
MOELIS & COMPANY
SOLEShares170.55K
TypeSH
Market value$10.6K
2.14%
Sole
170.55K
Shared
0.00
None
0.00
AMERICAN EXPRESS CO
SOLEShares33.05K
TypeSH
Market value$10.5K
2.13%
Sole
33.05K
Shared
0.00
None
0.00
EATON CORP PLC F
SOLEShares28.19K
TypeSH
Market value$10.1K
2.03%
Sole
28.19K
Shared
0.00
None
0.00
VERRA MOBILITY CORP
SOLEShares370.52K
TypeSH
Market value$9.4K
1.90%
Sole
370.52K
Shared
0.00
None
0.00
TAPESTRY INC
SOLEShares106.53K
TypeSH
Market value$9.4K
1.89%
Sole
106.53K
Shared
0.00
None
0.00
CISCO SYSTEMS INC
SOLEShares132.89K
TypeSH
Market value$9.2K
1.86%
Sole
132.89K
Shared
0.00
None
0.00
BOEING
SOLEShares43.64K
TypeSH
Market value$9.1K
1.84%
Sole
43.64K
Shared
0.00
None
0.00
WALT DISNEY CO COM
SOLEShares73.16K
TypeSH
Market value$9.1K
1.83%
Sole
73.16K
Shared
0.00
None
0.00
EOG RESOURCES INC
SOLEShares73.92K
TypeSH
Market value$8.8K
1.78%
Sole
73.92K
Shared
0.00
None
0.00
ULTA BEAUTY INC.
SOLEShares17.81K
TypeSH
Market value$8.3K
1.68%
Sole
17.81K
Shared
0.00
None
0.00
DEERE & CO
SOLEShares16.26K
TypeSH
Market value$8.3K
1.67%
Sole
16.26K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE COMPUTERSOLE | COM | 167.07K | SH | $34.3K 6.91% | 167.07K | 0.00 | 0.00 |
ORACLE CORPSOLE | COM | 124.65K | SH | $27.3K 5.50% | 124.65K | 0.00 | 0.00 |
PULTEGROUP INCSOLE | COM | 239.38K | SH | $25.2K 5.09% | 239.38K | 0.00 | 0.00 |
ELI LILLY & COSOLE | COM | 32.23K | SH | $25.1K 5.07% | 32.23K | 0.00 | 0.00 |
TENET HEALTHCARESOLE | COM | 127.19K | SH | $22.4K 4.52% | 127.19K | 0.00 | 0.00 |
JPMORGAN CHASE & COSOLE | COM | 65.87K | SH | $19.1K 3.85% | 65.87K | 0.00 | 0.00 |
TETRA TECH INCSOLE | COM | 447.86K | SH | $16.1K 3.25% | 447.86K | 0.00 | 0.00 |
SCHWAB AB CHARLES CORP NEW COMSOLE | COM | 160.14K | SH | $14.6K 2.95% | 160.14K | 0.00 | 0.00 |
UBER TECHNOLOGIES INCSOLE | COM | 152.68K | SH | $14.2K 2.87% | 152.68K | 0.00 | 0.00 |
TERADYNE INC COMSOLE | COM | 144.86K | SH | $13.0K 2.63% | 144.86K | 0.00 | 0.00 |
INTERNATIONAL BUS MACH COMSOLE | COM | 42.89K | SH | $12.6K 2.55% | 42.89K | 0.00 | 0.00 |
NORDSON CORPSOLE | COM | 57.75K | SH | $12.4K 2.50% | 57.75K | 0.00 | 0.00 |
LULULEMON ATHLETICASOLE | COM | 49.94K | SH | $11.9K 2.39% | 49.94K | 0.00 | 0.00 |
BEAZER HOMES USA INCSOLE | COM | 488.43K | SH | $10.9K 2.20% | 488.43K | 0.00 | 0.00 |
MOELIS & COMPANYSOLE | COM | 170.55K | SH | $10.6K 2.14% | 170.55K | 0.00 | 0.00 |
AMERICAN EXPRESS COSOLE | COM | 33.05K | SH | $10.5K 2.13% | 33.05K | 0.00 | 0.00 |
EATON CORP PLC FSOLE | COM | 28.19K | SH | $10.1K 2.03% | 28.19K | 0.00 | 0.00 |
VERRA MOBILITY CORPSOLE | COM | 370.52K | SH | $9.4K 1.90% | 370.52K | 0.00 | 0.00 |
TAPESTRY INCSOLE | COM | 106.53K | SH | $9.4K 1.89% | 106.53K | 0.00 | 0.00 |
CISCO SYSTEMS INCSOLE | COM | 132.89K | SH | $9.2K 1.86% | 132.89K | 0.00 | 0.00 |
BOEINGSOLE | COM | 43.64K | SH | $9.1K 1.84% | 43.64K | 0.00 | 0.00 |
WALT DISNEY CO COMSOLE | COM | 73.16K | SH | $9.1K 1.83% | 73.16K | 0.00 | 0.00 |
EOG RESOURCES INCSOLE | COM | 73.92K | SH | $8.8K 1.78% | 73.92K | 0.00 | 0.00 |
ULTA BEAUTY INC.SOLE | COM | 17.81K | SH | $8.3K 1.68% | 17.81K | 0.00 | 0.00 |
DEERE & COSOLE | COM | 16.26K | SH | $8.3K 1.67% | 16.26K | 0.00 | 0.00 |
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