Winslow Asset Management Inc
- Regulatory AUM
- $627M
- Discretionary
- $627M
- Clients
- 130
- Avg AUM / client
- $4.8M
- Accounts
- 130
- Employees
- 6
AUM over time
Annual snapshots from Form ADV filings · as of Mar 30, 2026
Investments (13F portfolio — 80 positions, $514,698)
13F period Mar 31, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Apple Computer | COM | $39,526 | 155,743 | 7.68% | 0.01% |
| 2 | Teradyne Inc Com | COM | $39,400 | 132,901 | 7.66% | 0.01% |
| 3 | Eli Lilly & Co | COM | $26,694 | 29,022 | 5.19% | 0.0% |
| 4 | Pultegroup Inc | COM | $25,671 | 218,276 | 4.99% | 0.0% |
| 5 | Tenet Healthcare | COM | $21,698 | 114,981 | 4.22% | 0.0% |
| 6 | Jpmorgan Chase & Co | COM | $17,688 | 60,130 | 3.44% | 0.0% |
| 7 | Oracle Corp | COM | $15,967 | 108,537 | 3.1% | 0.0% |
| 8 | Nordson Corp | COM | $14,633 | 54,998 | 2.84% | 0.0% |
| 9 | Tapestry Inc | COM | $14,321 | 101,486 | 2.78% | 0.0% |
| 10 | Schwab Ab Charles Corp New Com | COM | $13,916 | 148,074 | 2.7% | 0.0% |
| 11 | Tetra Tech Inc | COM | $13,028 | 432,538 | 2.53% | 0.0% |
| 12 | Uber Technologies Inc | COM | $10,634 | 147,833 | 2.07% | 0.0% |
| 13 | International Bus Mach Com | COM | $10,520 | 43,400 | 2.04% | 0.0% |
| 14 | Eog Resources Inc | COM | $10,478 | 72,475 | 2.04% | 0.0% |
| 15 | Merck & Co. Inc. | COM | $9,986 | 83,013 | 1.94% | 0.0% |
| 16 | Cisco Systems Inc | COM | $9,973 | 128,535 | 1.94% | 0.0% |
| 17 | Eaton Corp Plc F | COM | $9,882 | 27,629 | 1.92% | 0.0% |
| 18 | American Express Co | COM | $9,588 | 31,700 | 1.86% | 0.0% |
| 19 | Moelis & Company | COM | $9,400 | 164,908 | 1.83% | 0.0% |
| 20 | Beazer Homes Usa Inc | COM | $9,280 | 482,343 | 1.8% | 0.0% |
| 21 | Ulta Beauty Inc. | COM | $8,968 | 17,156 | 1.74% | 0.0% |
| 22 | Kaiser Aluminum Corp | COM | $8,918 | 74,003 | 1.73% | 0.0% |
| 23 | Deere & Co | COM | $8,749 | 15,531 | 1.7% | 0.0% |
| 24 | Boeing | COM | $8,679 | 43,606 | 1.69% | 0.0% |
| 25 | Slb | COM | $8,664 | 168,586 | 1.68% | 0.0% |
Top 25 of 80 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 124 | $428M | 68.3% |
| Pension and profit sharing plans | 1 | $182M | 29.1% |
| Charitable organizations | 5 | $16.4M | 2.62% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Steamfitters Local #449 Pension Plan Board Of Trustees Steamfitters Local #449 Pension Fund | 2024 |
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Gerald Wayne Goldberg | Chairman, Cio | Jun 1992 (34y) | 75% or more | |
| Roberts, Kimberly, S | Chief Compliance Officer | May 2019 (7y) | Less than 5% | |
| Goldberg, Timothy, Seth | Chief Executive Officer | Jun 2022 (4y) | 5% – 10% | |
| Barbara Ann Myers | Registered representative | Nov 1999 (27y) | ||
| Susan Fine Akers | Registered representative | Nov 2002 (24y) | ||
| Phoebe Vandusen Sylvester Kaylor | Registered representative | Feb 2005 (21y) |
Undisclosed: 0% – 20% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Steamfitters Local #449 Pension Plan | Board Of Trustees Steamfitters Local #449 Pension Fund | 1,652 | $479M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/30/2026 | 951 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- National Financial Services (Fidelity) $390M (62% of AUM) Mar 2026
- Pnc Bank $182M (29% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 30, 2026.
View current Form ADV (SEC/IAPD) ↗