Institutional Fund
Winslow Asset Management Inc
Beachwood, OHCIK 12865345 filings on record
Portfolio Value
$514.7K
Q1 2026
Holdings
80
Reported positions
New Buys
3
Opened this quarter
QoQ Change
-5.1%
from $542.2K
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Apple Inc7.7%
- Teradyne Inc7.7%
- Eli Lilly & Co5.2%
- Pulte Group Inc5.0%
- Tenet Healthcare Corp4.2%
- Jpmorgan Chase & Co.3.4%
- Other66.8%
Portfolio Holdings
80 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Apple Inc | 155.7K | $39.5K | 7.7% | −6.1K | Reduced |
| 2 | Teradyne Inc | 132.9K | $39.4K | 7.7% | −8.3K | Reduced |
| 3 | Eli Lilly & Co | 29.0K | $26.7K | 5.2% | −906 | Reduced |
| 4 | Pulte Group Inc | 218.3K | $25.7K | 5.0% | −8.0K | Reduced |
| 5 | Tenet Healthcare Corp | 115.0K | $21.7K | 4.2% | −4.8K | Reduced |
| 6 | Jpmorgan Chase & Co. | 60.1K | $17.7K | 3.4% | −2.6K | Reduced |
| 7 | Oracle Corp | 108.5K | $16.0K | 3.1% | −3.1K | Reduced |
| 8 | Nordson Corp | 55.0K | $14.6K | 2.8% | −1.8K | Reduced |
| 9 | Tapestry Inc | 101.5K | $14.3K | 2.8% | −1.9K | Reduced |
| 10 | Schwab Charles Corp | 148.1K | $13.9K | 2.7% | −5.3K | Reduced |
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