Fund HoldingsWINDWARD CAPITAL MANAGEMENT CO /CA

Total Portfolio Value
$1.20B
Total Bought
$91.86M
Total Sold
$1.11B
Net Transaction
-$1.01B
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
APPLE INC(AAPL)1,015,7991,004,524-11,275196172,25614.38%+172,060
AMAZON COM INC(AMZN)427,634422,138-5,4966576,1456.36%+76,080
SALESFORCE INC(CRM)205,673203,043-2,6305461,1535.10%+61,099
COSTCO WHSL CORP NEW(COST)74,72274,915+1934954,8864.58%+54,837
ALPHABET INC(GOOG)309,375305,595-3,7804446,5293.88%+46,485
ALPHABET INC(GOOG)309,316305,656-3,6604346,1323.85%+46,089
ACCENTURE PLC IRELAND
SHS CLASS A
134,895132,448-2,4474745,9083.83%+45,861
LINDE PLC(LIN)93,39391,905-1,4883842,6733.56%+42,635
FISERV INC(FISV)222,268217,640-4,6283034,7832.90%+34,753
BLACKROCK INC(BLK)41,26340,711-5523333,9402.83%+33,907
D R HORTON INC(DHI)203,210200,461-2,7493132,9862.75%+32,955
NIKE INC(NKE)323,805319,278-4,5273530,0062.50%+29,971
MARRIOTT INTL INC NEW(MAR)116,504114,993-1,5112629,0142.42%+28,988
NEXTERA ENERGY INC(NEE)456,912451,332-5,5802828,8442.41%+28,816
LOCKHEED MARTIN CORP(LMT)58,96158,420-5412726,5732.22%+26,546
ZOETIS INC(ZTS)152,352149,771-2,5813025,3432.12%+25,313
CANADIAN NATL RY CO(CNI)190,709186,964-3,7452424,6252.06%+24,601
CVS HEALTH CORP(CVS)298,823296,296-2,5272423,6321.97%+23,608
PROCTER AND GAMBLE CO(PG)144,408142,213-2,1952123,0741.93%+23,053
THERMO FISHER SCIENTIFIC INC(TMO)37,27536,769-5062021,3701.78%+21,350
TJX COS INC NEW(TJX)210,661208,329-2,3322021,1281.76%+21,108
DISNEY WALT CO(DIS)174,115171,858-2,2571621,0291.76%+21,013
PEPSICO INC(PEP)118,734117,526-1,2082020,5681.72%+20,548
CME GROUP INC(CME)88,15489,498+1,3441919,2681.61%+19,249
CUMMINS INC(CMI)56,74256,438-3041416,6301.39%+16,616
RTX CORPORATION(RTX)150,325148,800-1,5251314,5121.21%+14,499
MICROSOFT CORP(MSFT)30,43729,886-5511112,5741.05%+12,563
TERADYNE INC(TER)112,003110,071-1,9321212,4201.04%+12,408
COMCAST CORP NEW(CCZ)258,190256,640-1,5501111,1250.93%+11,114
CARRIER GLOBAL CORPORATION(CARR)160,901157,934-2,96799,1810.77%+9,172
BOEING CO(BA)48,20747,581-626139,1820.77%+9,169
STARBUCKS CORP(SBUX)100,41698,538-1,878109,0050.75%+8,995
OTIS WORLDWIDE CORP(OTIS)81,40180,439-96277,9850.67%+7,978
DUKE ENERGY CORP NEW(DUK)70,50270,025-47776,7720.57%+6,765
DEERE & CO(DE)16,62616,363-26376,7210.56%+6,714
WASTE MGMT INC DEL(WM)31,91531,405-51066,6940.56%+6,688
ASML HOLDING N V
N Y REGISTRY SHS
06,570+6,57006,3760.53%+6,376
AMGEN INC(AMGN)22,11122,037-7466,2660.52%+6,260
DUPONT DE NEMOURS INC(DD)81,23180,901-33066,2030.52%+6,197
AUTOMATIC DATA PROCESSING IN24,15323,830-32365,9510.50%+5,945
EATON CORP PLC(ETN)19,10518,779-32655,8720.49%+5,867
UNION PAC CORP(UNP)23,05022,620-43065,5630.46%+5,557
SEAGATE TECHNOLOGY HLDNGS PL
ORD SHS
60,94059,750-1,19055,5600.46%+5,555
HOME DEPOT INC(HD)14,25214,058-19455,3930.45%+5,388
WALMART INC(WMT)28,15683,137+54,98145,0020.42%+4,998
INTERNATIONAL BUSINESS MACHS(IBM)24,55124,259-29244,6320.39%+4,628
CORTEVA INC(CTVA)81,78179,940-1,84144,6100.38%+4,606
WELLTOWER INC(WELL)49,79249,133-65944,5910.38%+4,587
EMERSON ELEC CO(EMR)39,04538,448-59744,3610.36%+4,357
MERCK & CO INC(MRK)29,62929,322-30733,8690.32%+3,866
WEYERHAEUSER CO MTN BE(WY)107,349106,266-1,08343,8160.32%+3,812
POTLATCHDELTIC CORPORATION72,97672,206-77043,3950.28%+3,391
LYONDELLBASELL INDUSTRIES N
SHS - A -
31,18231,019-16333,1730.26%+3,170
KIMBERLY-CLARK CORP(KMB)24,22223,978-24433,1020.26%+3,099
DOW INC(DOW)51,68551,410-27532,9780.25%+2,975
AT&T INC(T)167,214166,252-96232,9260.24%+2,923
PHILIP MORRIS INTL INC(PM)32,19331,841-35232,9170.24%+2,914
VERIZON COMMUNICATIONS INC(VZ)65,15764,817-34022,7200.23%+2,718
INTEL CORP(INTC)62,35561,304-1,05132,7080.23%+2,705
ILLUMINA INC(ILMN)18,88118,764-11732,5760.22%+2,573
PFIZER INC(PFE)78,95478,585-36922,1810.18%+2,179
ROPER TECHNOLOGIES INC(ROP)01,779+1,77909980.08%+998
AGILENT TECHNOLOGIES INC(A)04,941+4,94107190.06%+719
KEYSIGHT TECHNOLOGIES INC(KEYS)04,492+4,49207020.06%+702
ADOBE INC(ADBE)01,302+1,30206570.05%+657
TRACTOR SUPPLY CO(TSCO)02,363+2,36306190.05%+619
PALO ALTO NETWORKS INC(PANW)02,053+2,05305830.05%+583
WABTEC(WAB)03,172+3,17204620.04%+462
ROSS STORES INC(ROST)02,618+2,61803840.03%+384
AIR PRODS & CHEMS INC01,559+1,55903780.03%+378
YUM BRANDS INC(YUM)02,654+2,65403680.03%+368
T-MOBILE US INC(TMUS)01,852+1,85203020.03%+302
MITSUBISHI UFJ FINL GROUP IN(MUFG)25,53625,530-602610.02%+261
UNITEDHEALTH GROUP INC(UNH)0471+47102330.02%+233
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