Fund Holdings — WINDWARD CAPITAL MANAGEMENT CO /CA

Total Portfolio Value
$1.23B
Total Bought
$37.46M
Total Sold
$147.48M
Net Transaction
-$110.02M
Filing Period:
Securities
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SharesValue ($K)
Q4 2025
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Q1 2026
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Change
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Q4 2025
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Q1 2026
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Weight (%)
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Change
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CME GROUP INC(CME)83,827112,707+28,88022,89133,2882.71%+10,397
TERADYNE INC(TER)99,75798,955-80219,30929,3362.39%+10,027
COSTCO WHOLESALE CORPORATION(COST)66,56965,652-91757,40565,4175.33%+8,012
LOCKHEED MARTIN CORP(LMT)54,46854,430-3826,34532,8972.68%+6,552
LINDE PLC(LIN)83,48783,212-27535,59841,2533.36%+5,655
NEXTERA ENERGY INC(NEE)420,538420,530-833,76139,0593.18%+5,298
PEPSICO INC(PEP)110,652129,910+19,25815,88120,1741.64%+4,293
RAYONIER INC(RYN)0119,426+119,42602,4630.20%+2,463
PROCTER & GAMBLE CO(PG)131,177143,691+12,51418,79920,7551.69%+1,956
MARRIOTT INTL INC NEW(MAR)104,871104,281-59032,53534,1072.78%+1,572
CUMMINS INC(CMI)52,62852,509-11926,86428,2502.30%+1,387
DEERE & CO(DE)14,12114,111-106,5747,9490.65%+1,374
ASML HLDG NV
N Y REGISTRY SHS
5,6995,588-1116,0977,3810.60%+1,284
QNITY ELECTRONICS INC(Q)37,49437,176-3183,0614,2890.35%+1,228
CORTEVA INC(CTVA)73,32272,778-5444,9156,0920.50%+1,177
LYONDELLBASELL INDUSTRIES NV
SHS - A -
29,37629,568+1921,2722,3820.19%+1,110
TJX COS INC NEW(TJX)189,447188,948-49929,10130,1752.46%+1,074
RTX CORPORATION(RTX)135,133133,584-1,54924,78325,7682.10%+985
WALMART INC(WMT)71,22971,266+377,9368,8570.72%+921
DUKE ENERGY CORP NEW(DUK)63,29863,572+2747,4198,3240.68%+905
DOW HLDGS INC(DOW)47,39147,672+2811,1081,9860.16%+878
PHILIP MORRIS INTL INC(PM)28,41032,539+4,1294,5575,3800.44%+823
AT&T INC(T)149,863151,026+1,1633,7234,3780.36%+656
EATON CORP PLC(ETN)16,04716,077+305,1115,7500.47%+639
VERIZON COMMUNICATIONS INC(VZ)60,10360,877+7742,4483,0560.25%+608
CANADIAN NATL RY CO(CNI)172,300171,628-67217,03217,6381.44%+606
WELLTOWER INC(WELL)42,99543,064+697,9808,5140.69%+534
AMGEN INC(AMGN)20,69420,755+616,7737,3030.59%+529
CARRIER GLOBAL CORPORATION(CARR)143,017142,382-6357,5578,0180.65%+461
DUPONT DE NEMOURS INC(DD)75,40975,105-3043,0313,4400.28%+408
MERCK & CO INC(MRK)25,95126,092+1412,7323,1390.26%+407
VERSANT MEDIA GROUP INC(VSNT)09,880+9,88003660.03%+366
WASTE MGMT INC DEL(WM)27,09527,172+775,9536,2440.51%+291
PFIZER INC(PFE)72,75873,737+9791,8122,0710.17%+259
WEYERHAEUSER CO(WY)94,32494,931+6072,2352,3190.19%+85
UNION PAC CORP(UNP)19,57218,794-7784,5274,5600.37%+32
SEAGATE TECHNOLOGY HLDNGS PL
ORD SHS
52,25536,741-15,51414,39014,3941.17%+3
THE CIGNA GROUP(CI)1,1701,17003223120.03%-10
EMERSON ELEC CO(EMR)33,33533,438+1034,4244,3810.36%-43
AIR PRODUCTS AND CHEMICALS I1,161737-4242872140.02%-73
KIMBERLY-CLARK CORP(KMB)21,50921,741+2322,1702,0970.17%-73
KEYSIGHT TECHNOLOGIES INC(KEYS)3,2252,038-1,1876555750.05%-80
ROSS STORES INC(ROST)1,9551,224-7313522650.02%-87
MITSUBISHI UFJ FINANCIAL GRO(MUFG)18,47812,013-6,4652932040.02%-89
WABTEC(WAB)2,3331,473-8604983680.03%-130
HOME DEPOT INC(HD)12,33912,400+614,2464,0780.33%-168
TRACTOR SUPPLY CO(TSCO)8,8345,607-3,2274422540.02%-188
AGILENT TECHNOLOGIES INC(A)3,6442,343-1,3014962670.02%-229
PALO ALTO NETWORKS INC(PANW)2,9261,856-1,0705392980.02%-241
STARBUCKS CORP(SBUX)3,3860-3,3862850—-285
COMCAST CORP NEW(CCZ)244,688244,801+1137,3147,0280.57%-286
T-MOBILE US INC(TMUS)1,4140-1,4142870—-287
ROPER TECHNOLOGIES INC(ROP)1,318845-4735872990.02%-288
YUM BRANDS INC(YUM)2,0030-2,0033030—-303
ADOBE INC(ADBE)9140-9143200—-320
OTIS WORLDWIDE CORP(OTIS)73,43473,205-2296,4145,6430.46%-772
BOEING CO(BA)42,24342,126-1179,1728,3840.68%-787
ZOETIS INC(ZTS)135,642135,126-51617,06615,9731.30%-1,093
INTERNATIONAL BUSINESS MACHS(IBM)21,42621,537+1116,3475,2200.43%-1,126
AUTOMATIC DATA PROCESSING IN20,69120,560-1315,3224,1770.34%-1,145
D R HORTON INC(DHI)180,547177,701-2,84626,00424,3841.99%-1,620
CVS HEALTH CORP(CVS)285,328286,145+81722,64420,5511.67%-2,093
POTLATCHDELTIC CORPORATION65,0590-65,0592,5880—-2,588
DISNEY WALT CO(DIS)154,675154,797+12217,59714,9191.21%-2,678
MICROSOFT CORP(MSFT)25,47525,502+2712,3209,4400.77%-2,880
THERMO FISHER SCIENTIFIC INC(TMO)32,92532,317-60819,07815,8851.29%-3,194
NIKE INC(NKE)297,597296,945-65218,96015,6851.28%-3,275
BLACKROCK INC(BLK)37,42337,262-16140,05535,8352.92%-4,220
ALPHABET INC(GOOG)274,272271,081-3,19185,84777,9526.35%-7,895
ALPHABET INC(GOOG)275,046271,918-3,12886,30978,0026.35%-8,307
ACCENTURE PLC IRELAND
SHS CLASS A
118,790118,660-13031,87123,5291.92%-8,342
AMAZON COM INC(AMZN)375,131370,141-4,99086,58877,0896.28%-9,498
FISERV INC(FISV)195,9360-195,93613,1610—-13,161
SALESFORCE INC(CRM)183,283181,327-1,95648,55333,8482.76%-14,705
APPLE INC(AAPL)776,677764,418-12,259211,147194,00215.80%-17,146
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WINDWARD CAPITAL MANAGEMENT CO /CA — 13F Holdings — Q1 2026 | TickerTrail