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Kimberly S Roberts

Winslow Asset Management Inc

Assets Managed
$514.698M
Holdings
80
Last Quarter
2026 - Q1
Filed Date
1mo 27d ago
Growth Rate
-5.06%(2Q avg: -1.66%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Winslow Asset Management Inc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 80 positions.

Assets under management

The assets under management (AUM) of Winslow Asset Management Inc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 514.698M in assets, with a quarterly growth rate of -5.06% and a 2-quarter average growth rate of -1.66%. The portfolio is managed by Kimberly S Roberts, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
AAPL
Apple Inc
Recent Activity
Decreased -3.76%
7.68%
$39.526M
155,743 shares@ $253.79 avg price
TER
Teradyne Inc
Recent Activity
Decreased -5.88%
7.66%
$39.4M
132,901 shares@ $296.47 avg price
LLY
Eli Lilly & Co
Recent Activity
Decreased -3.02%
5.19%
$26.694M
29,022 shares@ $919.79 avg price
PHM
Pultegroup Inc
Recent Activity
Decreased -3.54%
4.99%
$25.671M
218,276 shares@ $117.61 avg price
THC
Tenet Healthcare Corp
Recent Activity
Decreased -4%
4.22%
$21.698M
114,981 shares@ $188.71 avg price
JPM
Jpmorgan Chase & Co
Recent Activity
Decreased -4.11%
3.44%
$17.688M
60,130 shares@ $294.17 avg price
ORCL
Oracle Corp
Recent Activity
Decreased -2.81%
3.11%
$15.967M
108,537 shares@ $147.12 avg price
NDSN
Nordson Corp
Recent Activity
Decreased -3.2%
2.85%
$14.633M
54,998 shares@ $266.07 avg price
TPR
Tapestry Inc
Recent Activity
Decreased -1.8%
2.79%
$14.321M
101,486 shares@ $141.12 avg price
SCHW
Schwab (charles) Corp
Recent Activity
Decreased -3.46%
2.71%
$13.916M
148,074 shares@ $93.99 avg price

1-10 of 80