Fund HoldingsWINDWARD CAPITAL MANAGEMENT CO /CA

Total Portfolio Value
$1.18B
Total Bought
$680.7K
Total Sold
$104.32M
Net Transaction
-$103.64M
Filing Period:
Securities
SharesValue ($K)
Q1 2025
Q2 2025
Change
Q1 2025
Q2 2025
Weight (%)
Change
AMAZON COM INC(AMZN)394,512391,674-2,83875,06085,9297.29%+10,870
ALPHABET INC(GOOG)287,759286,057-1,70244,49950,4124.28%+5,913
ALPHABET INC(GOOG)288,537286,839-1,69845,07850,8824.32%+5,804
DISNEY WALT CO(DIS)163,046161,871-1,17516,09320,0741.70%+3,981
BLACKROCK INC(BLK)39,19838,989-20937,10040,9093.47%+3,809
MARRIOTT INTL INC NEW(MAR)109,661109,128-53326,12129,8152.53%+3,694
SEAGATE TECHNOLOGY HLDNGS PL
ORD SHS
57,55156,275-1,2764,8898,1220.69%+3,233
MICROSOFT CORP(MSFT)28,36027,566-79410,64613,7111.16%+3,065
COSTCO WHSL CORP NEW(COST)69,83169,400-43166,04568,7025.83%+2,657
NIKE INC(NKE)308,075307,732-34319,55721,8611.85%+2,305
RTX CORPORATION(RTX)141,789140,909-88018,78120,5751.75%+1,794
BOEING CO(BA)44,80144,499-3027,6419,3240.79%+1,683
CARRIER GLOBAL CORPORATION(CARR)150,879149,453-1,4269,56610,9380.93%+1,373
EATON CORP PLC(ETN)17,83817,331-5074,8496,1870.52%+1,338
CANADIAN NATL RY CO(CNI)179,086178,439-64717,45418,5651.58%+1,111
INTERNATIONAL BUSINESS MACHS(IBM)23,56623,005-5615,8606,7810.58%+922
CORTEVA INC(CTVA)76,55476,192-3624,8185,6790.48%+861
LOCKHEED MARTIN CORP(LMT)56,92056,652-26825,42726,2382.23%+811
ASML HOLDING N V
N Y REGISTRY SHS
6,0485,976-724,0084,7900.41%+782
EMERSON ELEC CO(EMR)36,88535,938-9474,0444,7920.41%+748
CUMMINS INC(CMI)54,70654,582-12417,14717,8751.52%+728
CME GROUP INC(CME)88,29687,609-68723,42424,1472.05%+723
TERADYNE INC(TER)104,686104,142-5448,6479,3640.79%+717
PHILIP MORRIS INTL INC(PM)31,09430,420-6744,9355,5400.47%+605
WALMART INC(WMT)79,14977,210-1,9396,9487,5500.64%+601
SALESFORCE INC(CRM)191,977190,934-1,04351,51952,0664.42%+547
DEERE & CO(DE)15,65215,236-4167,3467,7470.66%+401
CVS HEALTH CORP(CVS)292,798293,256+45819,83720,2291.72%+392
TJX COS INC NEW(TJX)197,709196,886-82324,08124,3132.06%+232
D R HORTON INC(DHI)190,129188,584-1,54524,17124,3122.06%+141
PALO ALTO NETWORKS INC(PANW)3,0513,009-425216160.05%+95
WABTEC(WAB)2,4282,398-304405020.04%+62
KEYSIGHT TECHNOLOGIES INC(KEYS)3,3653,320-455045440.05%+40
AT&T INC(T)163,019159,590-3,4294,6104,6190.39%+8
MITSUBISHI UFJ FINL GROUP IN(MUFG)19,06718,918-1492602600.02%-0
AGILENT TECHNOLOGIES INC(A)3,7623,715-474404380.04%-2
ROSS STORES INC(ROST)2,0172,004-132582560.02%-2
ADOBE INC(ADBE)963946-173693660.03%-3
AIR PRODS & CHEMS INC1,1961,188-83533350.03%-18
YUM BRANDS INC(YUM)2,0382,023-153213000.03%-21
STARBUCKS CORP(SBUX)3,4143,396-183353110.03%-24
TRACTOR SUPPLY CO(TSCO)9,0378,977-604984740.04%-24
ROPER TECHNOLOGIES INC(ROP)1,3601,348-128027640.06%-38
LINDE PLC(LIN)88,13087,377-75341,03740,9963.48%-41
T-MOBILE US INC(TMUS)1,4371,424-133833390.03%-44
PFIZER INC(PFE)77,53176,577-9541,9651,8560.16%-108
AUTOMATIC DATA PROCESSING IN22,79822,232-5666,9666,8570.58%-109
HOME DEPOT INC(HD)13,56013,247-3134,9694,8570.41%-113
WELLTOWER INC(WELL)47,26946,069-1,2007,2427,0820.60%-160
VERIZON COMMUNICATIONS INC(VZ)64,27663,270-1,0062,9162,7380.23%-178
UNION PAC CORP(UNP)21,39520,931-4645,0544,8160.41%-239
WASTE MGMT INC DEL(WM)30,02629,242-7846,9516,6910.57%-260
COMCAST CORP NEW(CCZ)250,556250,957+4019,2468,9570.76%-289
MERCK & CO INC(MRK)28,30127,680-6212,5402,1910.19%-349
KIMBERLY-CLARK CORP(KMB)23,45722,956-5013,3362,9590.25%-377
OTIS WORLDWIDE CORP(OTIS)77,32776,686-6417,9807,5930.64%-387
LYONDELLBASELL INDUSTRIES N
SHS - A -
30,57730,277-3002,1531,7520.15%-401
WEYERHAEUSER CO MTN BE(WY)103,108100,883-2,2253,0192,5920.22%-427
DOW INC(DOW)50,73250,277-4551,7721,3310.11%-440
DUKE ENERGY CORP NEW(DUK)69,29167,744-1,5478,4517,9940.68%-458
DUPONT DE NEMOURS INC(DD)78,07477,926-1485,8315,3450.45%-486
POTLATCHDELTIC CORPORATION70,70869,388-1,3203,1902,6620.23%-528
AMGEN INC(AMGN)21,41121,394-176,6715,9730.51%-698
NEXTERA ENERGY INC(NEE)438,576436,723-1,85331,09130,3172.57%-773
ZOETIS INC(ZTS)141,450140,801-64923,29021,9581.86%-1,332
PROCTER AND GAMBLE CO(PG)137,263136,444-81923,39221,7381.84%-1,654
ACCENTURE PLC IRELAND
SHS CLASS A
124,524123,652-87238,85636,9583.14%-1,898
PEPSICO INC(PEP)115,606115,403-20317,33415,2381.29%-2,096
THERMO FISHER SCIENTIFIC INC(TMO)34,62134,410-21117,22813,9521.18%-3,276
FISERV INC(FISV)206,106204,685-1,42145,51435,2902.99%-10,225
APPLE INC(AAPL)836,148829,844-6,304185,734170,25914.45%-15,475
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