Fund HoldingsWINDWARD CAPITAL MANAGEMENT CO /CA

Total Portfolio Value
$1.02M
Total Bought
$487.6K
Total Sold
$578.9K
Net Transaction
-$91.3K
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
COSTCO WHSL CORP NEW(COST)074,892+74,8920424.14%+42
SALESFORCE INC(CRM)0206,261+206,2610424.09%+42
ACCENTURE PLC IRELAND
SHS CLASS A
0135,316+135,3160424.07%+42
ALPHABET INC(GOOG)0310,199+310,1990414.00%+41
ALPHABET INC(GOOG)0310,057+310,0570413.97%+41
LINDE PLC(LIN)093,254+93,2540353.40%+35
NIKE INC(NKE)0324,650+324,6500313.04%+31
BLACKROCK INC(BLK)041,334+41,3340272.62%+27
ZOETIS INC(ZTS)0152,780+152,7800272.60%+27
NEXTERA ENERGY INC(NEE)0458,324+458,3240262.57%+26
MARRIOTT INTL INC NEW(MAR)0116,872+116,8720232.25%+23
D R HORTON INC(DHI)0186,472+186,4720201.96%+20
CME GROUP INC(CME)088,288+88,2880181.73%+18
COMCAST CORP NEW(CCZ)0258,741+258,7410111.12%+11
CARRIER GLOBAL CORPORATION(CARR)0161,253+161,253090.87%+9
OTIS WORLDWIDE CORP(OTIS)081,543+81,543070.64%+7
DUKE ENERGY CORP NEW(DUK)070,343+70,343060.61%+6
DUPONT DE NEMOURS INC(DD)081,329+81,329060.59%+6
WASTE MGMT INC DEL(WM)031,712+31,712050.47%+5
CORTEVA INC(CTVA)082,022+82,022040.41%+4
EATON CORP PLC(ETN)019,107+19,107040.40%+4
WELLTOWER INC(WELL)049,454+49,454040.40%+4
SEAGATE TECHNOLOGY HLDNGS PL
ORD SHS
060,494+60,494040.39%+4
WEYERHAEUSER CO MTN BE(WY)0106,437+106,437030.32%+3
MERCK & CO INC(MRK)029,519+29,519030.30%+3
LYONDELLBASELL INDUSTRIES N
SHS - A -
031,086+31,086030.29%+3
AT&T INC(T)0166,238+166,238020.24%+2
VERIZON COMMUNICATIONS INC(VZ)064,587+64,587020.20%+2
AMGEN INC(AMGN)22,40922,150-259560.58%+1
TJX COS INC NEW(TJX)214,088211,316-2,77218191.84%+1
AUTOMATIC DATA PROCESSING IN24,24523,932-313560.56%0
EMERSON ELEC CO(EMR)38,85338,758-95440.37%0
MITSUBISHI UFJ FINL GROUP IN(MUFG)025,613+25,613000.02%0
INTERNATIONAL BUSINESS MACHS(IBM)24,57324,509-64330.34%0
INTEL CORP(INTC)62,18361,992-191220.22%0
WALMART INC(WMT)27,92927,856-73440.44%0
CVS HEALTH CORP(CVS)303,444299,713-3,73121212.05%-0
DOW INC(DOW)51,61351,580-33330.26%-0
HOME DEPOT INC(HD)14,15014,117-33440.42%-0
PHILIP MORRIS INTL INC(PM)32,09632,020-76330.29%-0
UNION PAC CORP(UNP)23,97123,013-958550.46%-0
MITSUBISHI U F J FINAN F SPONS(MUFG)32,9560-32,95600-0
KEYENCE CORP ORDF5290-52900-0
PFIZER INC(PFE)78,64078,424-216330.25%-0
UNITEDHEALTH GRP INC(UNH)6220-62200-0
HERMES INTERNTNL SCA F SPONSOR1,3770-1,37700-0
DAI NIPPON PRTG F SPONSORED AD23,1560-23,15600-0
T-MOBILE US INC(TMUS)2,4430-2,44300-0
ROSS STORES INC(ROST)3,4710-3,47100-0
KIMBERLY-CLARK CORP(KMB)24,15124,096-55330.29%-0
WABTEC(WAB)4,2120-4,21200-0
DEERE & CO(DE)16,56916,527-42760.61%-0
YUM BRANDS INC(YUM)3,4980-3,49800-0
POTLATCHDELTIC CORPORATION72,91372,707-206430.32%-1
AIR PROD & CHEMICALS2,0390-2,03910-1
TRACTOR SUPPLY COMP(TSCO)3,1250-3,12510-1
PALO ALTO NETWORKS(PANW)2,7220-2,72210-1
MICROSOFT CORP(MSFT)30,30930,233-7610100.93%-1
AGILENT TECHNOLOGIES(A)6,5180-6,51810-1
ADOBE INC1,7180-1,71810-1
THERMO FISHER SCIENTIFIC INC(TMO)38,14337,364-77920191.85%-1
ILLUMINA INC(ILMN)19,11418,873-241430.25%-1
KEYSIGHT TECH INC(KEYS)5,9350-5,93510-1
STARBUCKS CORP(SBUX)103,061100,529-2,5321090.90%-1
BOEING CO(BA)48,97148,402-5691090.91%-1
PROCTER AND GAMBLE CO(PG)146,057144,661-1,39622212.07%-1
ROPER TECHNOLOGIES(ROP)2,3320-2,33210-1
CUMMINS INC(CMI)57,58556,847-73814131.27%-1
TERADYNE INC(TER)113,893112,437-1,45613111.11%-1
DISNEY WALT CO(DIS)178,254174,921-3,33316141.39%-2
PEPSICO INC(PEP)120,128118,866-1,26222201.97%-2
VERIZON COMMUNICATN64,8230-64,82320-2
AMAZON COM INC(AMZN)437,542428,907-8,63557555.34%-3
A T & T INC(T)166,8090-166,80930-3
LYONDELLBASELL INDS F CLASS A31,1190-31,11930-3
FISERV INC(FISV)225,626222,837-2,78928252.46%-3
LOCKHEED MARTIN CORP(LMT)59,68059,083-59727242.37%-3
MERCK & CO. INC.(MRK)29,5480-29,54830-3
WEYERHAEUSER CO REIT(WY)106,6820-106,68240-4
SEAGATE TECHNOLOGY HLD F(STX)60,6680-60,66840-4
EATON CORP PLC F(ETN)19,1230-19,12340-4
WELLTOWER INC REIT49,5840-49,58440-4
RTX CORPORATION(RTX)153,644150,957-2,68715111.06%-4
NESTLE S A F SPONSORED ADR 1 A37,7770-37,77750-5
CORTEVA INC(CTVA)82,9450-82,94550-5
ASML HOLDING N V F SPONSORED A6,7600-6,76050-5
DUKE ENERGY CORP(DUK)61,1020-61,10250-5
WASTE MANAGEMENT INC(WM)31,7940-31,79460-6
DUPONT DE NEMOURS INC IA(DD)82,3820-82,38260-6
OTIS WORLDWIDE CORP82,3000-82,30070-7
CANADIAN NATL RY CO(CNI)356,569191,255-165,31432212.03%-11
COMCAST CORP CLASS A261,8840-261,884110-11
CME GROUP INC CLASS A(CME)89,1850-89,185170-17
D R HORTON CO177,2280-177,228220-22
MARRIOTT INTL INC CLASS A(MAR)118,2810-118,281220-22
ZOETIS INC CLASS A(ZTS)154,6690-154,669270-27
APPLE INC(AAPL)1,038,2001,017,960-20,24020117417.06%-27
BLACKROCK INC41,9430-41,943290-29
NEXTERA ENERGY INC463,3160-463,316340-34
LINDE PLC F(LIN)94,1420-94,142360-36
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