WINSLOW ASSET MANAGEMENT INC — 13F holdings

WINSLOW ASSET MANAGEMENT INC reported 82 holdings worth $575M in its 13F filing for Q2 2026, filed August 6, 2026.

Largest positions

1. TER TERADYNE INC — $57.2M (9.9%)
2. AAPL APPLE INC — $43.6M (7.6%)
3. LLY ELI LILLY & CO — $34.1M (5.9%)
4. PHM PULTE GROUP INC — $29.3M (5.1%)
5. THC TENET HEALTHCARE CORP — $21.4M (3.7%)
6. JPM JPMORGAN CHASE & CO. — $19.3M (3.4%)
7. NDSN NORDSON CORP — $16.4M (2.9%)
8. ORCL ORACLE CORP — $16.0M (2.8%)
9. TPR TAPESTRY INC — $15.1M (2.6%)
10. CSCO CISCO SYS INC — $15.0M (2.6%)