Fund HoldingsWINDWARD CAPITAL MANAGEMENT CO /CA

Total Portfolio Value
$1.16B
Total Bought
$12.07M
Total Sold
$191.19M
Net Transaction
-$179.11M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
CVS HEALTH CORP(CVS)292,049292,798+74913,11019,8371.71%+6,727
LINDE PLC(LIN)89,15588,130-1,02537,32641,0373.54%+3,710
CME GROUP INC(CME)87,51088,296+78620,32223,4242.02%+3,101
FISERV INC(FISV)209,487206,106-3,38143,03345,5143.93%+2,482
RTX CORPORATION(RTX)145,502141,789-3,71316,83818,7811.62%+1,944
WELLTOWER INC(WELL)48,87247,269-1,6036,1597,2420.62%+1,083
PHILIP MORRIS INTL INC(PM)33,17231,094-2,0783,9924,9350.43%+943
DUKE ENERGY CORP NEW(DUK)70,05669,291-7657,5488,4510.73%+904
AT&T INC(T)162,841163,019+1783,7084,6100.40%+902
AMGEN INC(AMGN)22,17721,411-7665,7806,6710.58%+891
WASTE MGMT INC DEL(WM)30,20830,026-1826,0966,9510.60%+855
OTIS WORLDWIDE CORP(OTIS)78,44277,327-1,1157,2647,9800.69%+716
INTERNATIONAL BUSINESS MACHS(IBM)23,64523,566-795,1985,8600.51%+662
DEERE & CO(DE)16,26215,652-6106,8907,3460.63%+456
POTLATCHDELTIC CORPORATION70,54070,708+1682,7693,1900.28%+422
CORTEVA INC(CTVA)77,43376,554-8794,4114,8180.42%+407
VERIZON COMMUNICATIONS INC(VZ)63,85764,276+4192,5542,9160.25%+362
KIMBERLY-CLARK CORP(KMB)23,42523,457+323,0703,3360.29%+266
COSTCO WHSL CORP NEW(COST)71,94869,831-2,11765,92466,0455.70%+121
WEYERHAEUSER CO MTN BE(WY)103,103103,108+52,9023,0190.26%+117
UNION PAC CORP(UNP)21,79321,395-3984,9705,0540.44%+85
AUTOMATIC DATA PROCESSING IN23,53522,798-7376,8906,9660.60%+76
T-MOBILE US INC(TMUS)1,5101,437-733333830.03%+50
YUM BRANDS INC(YUM)2,1402,038-1022873210.03%+34
MITSUBISHI UFJ FINL GROUP IN(MUFG)19,97719,067-9102342600.02%+26
STARBUCKS CORP(SBUX)3,5803,414-1663273350.03%+8
TRACTOR SUPPLY CO(TSCO)9,4639,037-4265024980.04%-4
WABTEC(WAB)2,5612,428-1334864400.04%-45
ROSS STORES INC(ROST)2,1142,017-973202580.02%-62
KEYSIGHT TECHNOLOGIES INC(KEYS)3,5493,365-1845705040.04%-66
PFIZER INC(PFE)77,00777,531+5242,0431,9650.17%-78
AGILENT TECHNOLOGIES INC(A)3,9483,762-1865304400.04%-90
SEAGATE TECHNOLOGY HLDNGS PL
ORD SHS
57,74957,551-1984,9844,8890.42%-95
LYONDELLBASELL INDUSTRIES N
SHS - A -
30,28030,577+2972,2492,1530.19%-96
PROCTER AND GAMBLE CO(PG)140,209137,263-2,94623,50623,3922.02%-114
TJX COS INC NEW(TJX)200,383197,709-2,67424,20824,0812.08%-127
ZOETIS INC(ZTS)143,747141,450-2,29723,42123,2902.01%-131
PALO ALTO NETWORKS INC(PANW)3,7193,051-6686775210.04%-156
AIR PRODS & CHEMS INC1,7581,196-5625103530.03%-157
DUPONT DE NEMOURS INC(DD)78,65478,074-5805,9975,8310.50%-167
COMCAST CORP NEW(CCZ)252,253250,556-1,6979,4679,2460.80%-222
JPMORGAN CHASE & CO.(JPM)1,0000-1,0002400-240
FIRST SOLAR INC(FSLR)1,4100-1,4102480-248
WALMART INC(WMT)79,72479,149-5757,2036,9480.60%-255
ASML HOLDING N V
N Y REGISTRY SHS
6,1866,048-1384,2884,0080.35%-280
REGENERON PHARMACEUTICALS(REGN)4000-4002850-285
ABBVIE INC(ABBV)1,6460-1,6462920-292
SERVICENOW INC(NOW)3030-3033210-321
DOW INC(DOW)52,18150,732-1,4492,0941,7720.15%-322
ELI LILLY & CO(LLY)4270-4273300-330
BOEING CO(BA)45,04044,801-2397,9727,6410.66%-331
VISA INC(V)1,1000-1,1003480-348
EQUINIX INC(EQIX)4000-4003770-377
PEPSICO INC(PEP)116,636115,606-1,03017,73617,3341.50%-402
MERCK & CO INC(MRK)29,99128,301-1,6902,9842,5400.22%-443
ADOBE INC(ADBE)1,898963-9358443690.03%-475
MCDONALDS CORP(MCD)1,8370-1,8375330-533
EMERSON ELEC CO(EMR)37,08036,885-1954,5954,0440.35%-551
HOME DEPOT INC(HD)14,25313,560-6935,5444,9690.43%-575
UNITEDHEALTH GROUP INC(UNH)1,1540-1,1545840-584
NEXTERA ENERGY INC(NEE)442,336438,576-3,76031,71131,0912.68%-620
ROPER TECHNOLOGIES INC(ROP)2,9811,360-1,6211,5498020.07%-747
CARRIER GLOBAL CORPORATION(CARR)153,236150,879-2,35710,4609,5660.83%-894
CANADIAN NATL RY CO(CNI)181,948179,086-2,86218,47017,4541.51%-1,016
THERMO FISHER SCIENTIFIC INC(TMO)35,16034,621-53918,29217,2281.49%-1,064
NVIDIA CORPORATION(NVDA)9,5300-9,5301,2800-1,280
INVESCO QQQ TR2,6580-2,6581,3590-1,359
EATON CORP PLC(ETN)18,72317,838-8856,2144,8490.42%-1,365
SPDR S&P 500 ETF TR(SPY)2,3300-2,3301,3660-1,366
DISNEY WALT CO(DIS)165,450163,046-2,40418,42316,0931.39%-2,330
MICROSOFT CORP(MSFT)30,91328,360-2,55313,03010,6460.92%-2,384
CUMMINS INC(CMI)56,06254,706-1,35619,54317,1471.48%-2,396
D R HORTON INC(DHI)192,493190,129-2,36426,91424,1712.08%-2,743
LOCKHEED MARTIN CORP(LMT)58,57856,920-1,65828,46625,4272.19%-3,039
BLACKROCK INC(BLK)39,60439,198-40640,59937,1003.20%-3,499
NIKE INC(NKE)311,867308,075-3,79223,59919,5571.69%-4,042
TERADYNE INC(TER)106,098104,686-1,41213,3608,6470.75%-4,713
MARRIOTT INTL INC NEW(MAR)110,980109,661-1,31930,95726,1212.25%-4,835
ACCENTURE PLC IRELAND
SHS CLASS A
126,909124,524-2,38544,64538,8563.35%-5,789
ALPHABET INC(GOOG)298,823288,537-10,28656,90845,0783.89%-11,830
ALPHABET INC(GOOG)298,744287,759-10,98556,55244,4993.84%-12,053
SALESFORCE INC(CRM)195,436191,977-3,45965,34051,5194.44%-13,822
AMAZON COM INC(AMZN)418,169394,512-23,65791,74275,0606.47%-16,682
APPLE INC(AAPL)1,010,180836,148-174,032252,969185,73416.02%-67,236
Page 1 of 1