Fund HoldingsWINDWARD CAPITAL MANAGEMENT CO /CA

Total Portfolio Value
$1.32B
Total Bought
$22.31M
Total Sold
$189.27M
Net Transaction
-$166.96M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
APPLE INC(AAPL)764,418759,846-4,572194,002219,86916.65%+25,867
TERADYNE INC(TER)98,95597,979-97629,33647,4063.59%+18,070
ALPHABET INC(GOOG)271,081268,494-2,58777,95295,9527.27%+17,999
ALPHABET INC(GOOG)271,918269,380-2,53878,00295,1807.21%+17,178
AMAZON COM INC(AMZN)370,141366,840-3,30177,08987,4336.62%+10,343
CVS HEALTH CORP(CVS)286,145285,129-1,01620,55129,4972.23%+8,946
CUMMINS INC(CMI)52,50952,083-42628,25037,1462.81%+8,895
SEAGATE TECHNOLOGY HLDNGS PL
ORD SHS
36,74122,412-14,32914,39421,6281.64%+7,234
D R HORTON INC(DHI)177,701176,617-1,08424,38428,7672.18%+4,383
MARRIOTT INTL INC NEW(MAR)104,281103,367-91434,10738,3072.90%+4,200
ASML HLDG NV
N Y REGISTRY SHS
5,5885,532-567,38111,0060.83%+3,625
DUPONT DE NEMOURS INC024,807+24,80703,3650.25%+3,365
CANADIAN NATL RY CO(CNI)171,628170,467-1,16117,63820,3271.54%+2,688
CARRIER GLOBAL CORPORATION(CARR)142,382141,815-5678,01810,4020.79%+2,385
SAIA INC(SAIA)04,495+4,49501,8930.14%+1,893
QNITY ELECTRONICS INC(Q)37,17636,793-3834,2896,0090.45%+1,719
LINDE PLC(LIN)83,21282,747-46541,25342,9413.25%+1,688
WELLTOWER INC(WELL)43,06443,385+3218,5149,8470.75%+1,333
EATON CORP PLC(ETN)16,07716,197+1205,7506,9020.52%+1,152
DEERE & CO(DE)14,11114,224+1137,9499,0230.68%+1,074
INTERNATIONAL BUSINESS MACHS(IBM)21,53721,778+2415,2206,1240.46%+904
INVESCO QQQ TR01,135+1,13508360.06%+836
STATE STR SPDR S&P 500 ETF T(SPY)01,009+1,00907530.06%+753
BOEING CO(BA)42,12641,670-4568,3849,0200.68%+636
UNION PAC CORP(UNP)18,79418,971+1774,5605,1600.39%+600
PHILIP MORRIS INTL INC(PM)32,53933,055+5165,3805,9800.45%+600
AUTOMATIC DATA PROCESSING IN20,56020,804+2444,1774,6590.35%+482
EMERSON ELEC CO(EMR)33,43833,744+3064,3814,8300.37%+449
HOME DEPOT INC(HD)12,40012,535+1354,0784,4210.33%+343
KIMBERLY-CLARK CORP(KMB)21,74122,110+3692,0972,4270.18%+330
PALO ALTO NETWORKS INC(PANW)1,8561,823-332986220.05%+324
PROCTER & GAMBLE CO(PG)143,691143,741+5020,75521,0781.60%+323
MERCK & CO INC(MRK)26,09226,382+2903,1393,3900.26%+251
STARBUCKS CORP(SBUX)02,188+2,18802240.02%+224
YUM BRANDS INC(YUM)01,260+1,26002010.02%+201
AMGEN INC(AMGN)20,75520,620-1357,3037,4670.57%+164
THERMO FISHER SCIENTIFIC INC(TMO)32,31732,004-31315,88516,0451.21%+160
MICROSOFT CORP(MSFT)25,50225,705+2039,4409,5880.73%+148
KEYSIGHT TECHNOLOGIES INC(KEYS)2,0381,996-425756990.05%+123
RAYONIER INC(RYN)119,426121,380+1,9542,4632,5830.20%+120
AGILENT TECHNOLOGIES INC(A)2,3432,304-392673060.02%+39
MITSUBISHI UFJ FINANCIAL GRO(MUFG)12,01311,817-1962042350.02%+31
CORTEVA INC(CTVA)72,77872,214-5646,0926,1160.46%+24
WABTEC(WAB)1,4731,443-303683890.03%+21
THE CIGNA GROUP(CI)1,1701,176+63123240.02%+12
AIR PRODUCTS AND CHEMICALS I737730-72142140.02%-0
ROPER TECHNOLOGIES INC(ROP)845875+302992960.02%-3
ROSS STORES INC(ROST)1,2241,203-212652560.02%-9
VERSANT MEDIA GROUP INC(VSNT)9,8809,865-153663550.03%-11
WEYERHAEUSER CO(WY)94,93196,143+1,2122,3192,3020.17%-18
WASTE MGMT INC DEL(WM)27,17227,397+2256,2446,1060.46%-137
BLACKROCK INC(BLK)37,26237,096-16635,83535,6702.70%-166
DISNEY WALT CO(DIS)154,797153,267-1,53014,91914,7521.12%-167
DUKE ENERGY CORP NEW(DUK)63,57264,368+7968,3248,1480.62%-176
TRACTOR SUPPLY CO(TSCO)5,6070-5,6072540-254
PFIZER INC(PFE)73,73775,251+1,5142,0711,8120.14%-258
OTIS WORLDWIDE CORP(OTIS)73,20573,090-1155,6435,2330.40%-409
VERIZON COMMUNICATIONS INC(VZ)60,87762,031+1,1543,0562,6260.20%-430
RTX CORPORATION(RTX)133,584132,879-70525,76825,2111.91%-557
DOW HLDGS INC(DOW)47,67248,360+6881,9861,3230.10%-662
WALMART INC(WMT)71,26671,988+7228,8578,1530.62%-704
LYONDELLBASELL INDUSTRIES NV
SHS - A -
29,56830,017+4492,3821,5800.12%-802
COMCAST CORP NEW(CCZ)244,801244,699-1027,0286,0070.45%-1,021
AT&T INC(T)151,026153,249+2,2234,3783,1720.24%-1,206
TJX COS INC NEW(TJX)188,948187,502-1,44630,17528,4072.15%-1,768
NEXTERA ENERGY INC(NEE)420,530420,166-36439,05936,8782.79%-2,181
PEPSICO INC(PEP)129,910130,356+44620,17417,6501.34%-2,524
DUPONT DE NEMOURS INC(DD)75,1050-75,1053,4400-3,440
NIKE INC(NKE)296,945296,085-86015,68512,1540.92%-3,530
COSTCO WHOLESALE CORPORATION(COST)65,65265,082-57065,41760,8834.61%-4,535
LOCKHEED MARTIN CORP(LMT)54,43054,292-13832,89727,6602.09%-5,237
SALESFORCE INC(CRM)181,327179,899-1,42833,84828,1832.13%-5,665
ZOETIS INC(ZTS)135,126134,597-52915,9739,6720.73%-6,301
CME GROUP INC(CME)112,707112,320-38733,28824,8041.88%-8,484
ACCENTURE PLC IRELAND
SHS CLASS A
118,660118,419-24123,52914,7361.12%-8,793
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