StockDriftsStockDriftsTop 47 Winslow Asset Management INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| TER | TERADYNE INC COM | 9.95% | 118.3K | $57.2M | -11.02%(-14.64K) | $20.19(+1930.91%) | 2026-06-30 | |
| AAPL | APPLE COMPUTER | 7.58% | 150.6K | $43.6M | -3.28%(-5.10K) | $55.98(+445.49%) | 2026-06-30 | |
| LLY | ELI LILLY & CO | 5.93% | 28.4K | $34.1M | -2.03%(-589) | $72.99(+1515.75%) | 2026-06-30 | |
| PHM | PULTEGROUP INC | 5.1% | 213.9K | $29.3M | -2.03%(-4.42K) | $20.35(+539.79%) | 2026-06-30 | |
| NDSN | NORDSON CORP | 2.86% | 54.5K | $16.4M | -0.98%(-539) | $71.73(+330.38%) | 2026-06-30 | |
| TPR | TAPESTRY INC | 2.62% | 103.0K | $15.1M | +1.47%(+1.50K) | $37.44(+246.65%) | 2026-06-30 | |
| KALU | KAISER ALUMINUM CORP | 2.44% | 71.8K | $14.1M | -2.94%(-2.18K) | $65.27(+183.11%) | 2026-06-30 | |
| SCHW | SCHWAB AB CHARLES CORP NEW COM | 2.36% | 147.1K | $13.6M | -0.67%(-999) | $22.85(+386.65%) | 2026-06-30 | |
| IBM | INTERNATIONAL BUS MACH COM | 2.11% | 43.2K | $12.2M | -0.37%(-160) | $142.28(+62.12%) | 2026-06-30 | |
| AXP | AMERICAN EXPRESS CO | 1.85% | 31.4K | $10.6M | -0.84%(-267) | $65.57(+418.23%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +16.74% | +59.09% | +9.75% | +59.22% |
| Top 20 Holdings Unweighted | +13.95% | +47.95% | +8.21% | +48.35% |
Winslow Asset Management INC reports $575.14M in US-listed equity holdings across 82 positions in its most recent 13F filing. Its largest disclosed positions are TER (9.9%), AAPL (7.6%) and LLY (5.9%). The top 20 holdings account for 56.94% of reported assets. Its disclosed equity book has returned +59.09% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Winslow Asset Management INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1286534). View Winslow Asset Management INC’s 13F filings on SEC