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Portfolio (Quarterly) Guide ↗

WINSLOW ASSET MANAGEMENT INC

· CIK 0001286534
13F Portfolio $515M AUM 80 positions Filed May 5, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 3 New 4 Added 56 Reduced 2 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 PINNACLE FINANCIAL PARTNERS IN 6,775.0 $584K 0.11% NEW $86.20
2 VSNT VERSANT MEDIA GROUP INC Industrials 14,019.0 $519K 0.10% NEW $37.02 +3.2%
3 PFE PFIZER INC Healthcare 7,330.0 $206K 0.04% NEW $28.10 -10.3%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 26.7%
Healthcare 17.0%
Financial Services 14.9%
Consumer Cyclical 14.6%
Industrials 12.7%
Energy 4.6%
Basic Materials 3.4%
Communication Services 2.6%
Real Estate 2.0%
Consumer Defensive 1.5%