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Winslow Asset Management Inc.
Winslow Asset Management Inc is an independent, 100% employee-owned investment adviser based in Beachwood, Ohio. Founded in 1992, the firm specializes in managing all-cap core and small-cap core equity strategies, as well as balanced portfolios, for a diverse client base of high net worth individuals and institutions. The firm manages approximately $600 million in assets and claims compliance with Global Investment Performance Standards (GIPS). Winslow Asset Management typically serves clients through separately managed accounts and maintains a boutique, client-focused approach with a staff of about 5 employees.
Investment Strategy
Winslow Asset Management Inc employs a long-only investment approach, specializing in all-cap core and small-cap core equity strategies, as well as balanced asset allocations combining equities and fixed income. Their process is guided by fundamental research and active management focused on achieving long-term capital appreciation. The firm manages separate accounts tailored to each client's objectives, servicing both high net worth and institutional investors. They emphasize a disciplined investment process leveraging proprietary research and rigorous risk controls, seeking consistent performance while managing downside risk.
Latest 13F Filing Activity
Winslow Asset Management Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 72 equity positions with a total 13F market value of $496M. The fund increased holdings in Oracle Corp., Tenet Healthcare, Tetra Tech Inc. among other positions. Winslow Asset Management Inc. reduced exposure to Apple Computer, Lululemon Athletica, Eli Lilly & Co. among others.
Top Holdings
Equity Positions (72)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AAPL | APPLE COMPUTER | 6.91% | $34.3M | 167,068 | $15.04 | $205.17 | -$3.4M |
O ORCL | ORACLE CORP | 5.50% | $27.3M | 124,646 | $30.78 | $218.63 | +$9.7M |
P PHM | PULTEGROUP INC | 5.09% | $25.2M | 239,378 | $20.46 | $105.46 | +$802.0K |
L LLY | ELI LILLY & CO | 5.07% | $25.1M | 32,225 | $75.04 | $779.53 | -$1.4M |
T THC | TENET HEALTHCARE | 4.52% | $22.4M | 127,185 | $40.21 | $176.00 | +$5.2M |
Industry Allocation
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