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Winslow Asset Management Inc.

CIK:0001286534
Investment Adviser
$600M AUM
74 holdings
Beachwood, OH, United States
Founded:1992
5 employees
Latest filing:Jun 30, 2025

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.

Top Buys
O
ORCLORACLE CORP
+$9.7M
T
THCTENET HEALTHCARE
+$5.2M
T
TTEKTETRA TECH INC
+$3.2M
U
UBERUBER TECHNOLOGIES INC
+$3.2M
J
JPMJPMORGAN CHASE & CO
+$2.9M
Top Sells
A
AAPLAPPLE COMPUTER
-$3.4M
L
LULULULULEMON ATHLETICA
-$1.9M
L
LLYELI LILLY & CO
-$1.4M
S
SLBSLB
-$1.3M
M
MRKMERCK & CO. INC.
-$881.0K

Top Holdings

A
AAPLAPPLE COMPUTER
+6.9%$34.3M
O
ORCLORACLE CORP
+5.5%$27.3M
P
PHMPULTEGROUP INC
+5.1%$25.2M
L
LLYELI LILLY & CO
+5.1%$25.1M
T
THCTENET HEALTHCARE
+4.5%$22.4M

Equity Positions (72)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
A
AAPL
APPLE COMPUTER6.91%$34.3M167,068$15.04$205.17-$3.4M
O
ORCL
ORACLE CORP5.50%$27.3M124,646$30.78$218.63+$9.7M
P
PHM
PULTEGROUP INC5.09%$25.2M239,378$20.46$105.46+$802.0K
L
LLY
ELI LILLY & CO5.07%$25.1M32,225$75.04$779.53-$1.4M
T
THC
TENET HEALTHCARE4.52%$22.4M127,185$40.21$176.00+$5.2M

Industry Allocation

PHARMACEUTICAL PREPARATIONS
+7.4%
OPERATIVE BUILDERS
+7.3%
ELECTRONIC COMPUTERS
+6.9%
SERVICES-PREPACKAGED SOFTWARE
+5.8%
NATIONAL COMMERCIAL BANKS
+5.5%