Fund HoldingsWINDWARD CAPITAL MANAGEMENT CO /CA

Total Portfolio Value
$1.31B
Total Bought
$108.20M
Total Sold
$44.11M
Net Transaction
+$64.09M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
APPLE INC(AAPL)975,9351,024,219+48,284205,551238,64318.21%+33,092
D R HORTON INC(DHI)196,171195,418-75327,64637,2802.84%+9,634
LOCKHEED MARTIN CORP(LMT)57,71558,952+1,23726,95934,4612.63%+7,502
ACCENTURE PLC IRELAND
SHS CLASS A
129,108129,536+42839,17245,7883.49%+6,616
BLACKROCK INC(BLK)39,95039,931-1931,45337,9152.89%+6,462
FISERV INC(FISV)212,940211,822-1,11831,73638,0542.90%+6,318
NEXTERA ENERGY INC(NEE)443,596445,021+1,42531,41137,6182.87%+6,207
NIKE INC(NKE)312,855313,772+91723,58027,7372.12%+4,157
LINDE PLC(LIN)90,31390,105-20839,63142,9683.28%+3,337
COSTCO WHSL CORP NEW(COST)72,93573,633+69861,99465,2774.98%+3,283
RTX CORPORATION(RTX)145,396147,472+2,07614,59617,8681.36%+3,272
SALESFORCE INC(CRM)198,074197,869-20550,92554,1594.13%+3,234
ZOETIS INC(ZTS)145,946145,880-6625,30128,5022.17%+3,201
CUMMINS INC(CMI)55,44056,132+69215,35318,1751.39%+2,822
CARRIER GLOBAL CORPORATION(CARR)154,305154,723+4189,73312,4540.95%+2,721
THERMO FISHER SCIENTIFIC INC(TMO)35,82035,612-20819,80822,0291.68%+2,221
CME GROUP INC(CME)87,81188,192+38117,26419,4601.48%+2,196
PROCTER AND GAMBLE CO(PG)139,255141,171+1,91622,96524,4511.87%+1,486
TJX COS INC NEW(TJX)203,200202,651-54922,37223,8201.82%+1,448
WELLTOWER INC(WELL)47,81949,461+1,6424,9856,3330.48%+1,348
SPDR S&P 500 ETF TR(SPY)02,328+2,32801,3360.10%+1,336
INVESCO QQQ TR02,658+2,65801,2970.10%+1,297
DUKE ENERGY CORP NEW(DUK)69,33870,644+1,3066,9508,1450.62%+1,195
CVS HEALTH CORP(CVS)291,749292,925+1,17617,23118,4191.41%+1,188
INTERNATIONAL BUSINESS MACHS(IBM)23,71223,914+2024,1015,2870.40%+1,186
NVIDIA CORPORATION(NVDA)09,530+9,53001,1570.09%+1,157
HOME DEPOT INC(HD)13,69614,433+7374,7155,8490.45%+1,134
AUTOMATIC DATA PROCESSING IN23,11523,888+7735,5176,6100.50%+1,093
WALMART INC(WMT)80,96181,203+2425,4826,5570.50%+1,075
DEERE & CO(DE)15,88516,478+5935,9356,8770.52%+942
PHILIP MORRIS INTL INC(PM)30,81533,339+2,5243,1224,0470.31%+925
PEPSICO INC(PEP)116,353118,021+1,66819,19020,0691.53%+879
ROPER TECHNOLOGIES INC(ROP)1,5663,116+1,5508831,7340.13%+851
COMCAST CORP NEW(CCZ)252,598253,099+5019,89210,5720.81%+680
DUPONT DE NEMOURS INC(DD)79,37479,232-1426,3887,0600.54%+672
MARRIOTT INTL INC NEW(MAR)112,983112,523-46027,31627,9732.13%+657
OTIS WORLDWIDE CORP(OTIS)78,80779,123+3167,5868,2240.63%+638
WEYERHAEUSER CO MTN BE(WY)103,558104,278+7202,9403,5310.27%+591
EATON CORP PLC(ETN)18,22819,012+7845,7156,3010.48%+586
MCDONALDS CORP(MCD)01,837+1,83705590.04%+559
MICROSOFT CORP(MSFT)28,98331,394+2,41112,95413,5091.03%+555
UNION PAC CORP(UNP)21,84522,199+3544,9435,4720.42%+529
AT&T INC(T)161,081163,525+2,4443,0783,5980.27%+520
UNITEDHEALTH GROUP INC(UNH)4241,195+7712166990.05%+483
POTLATCHDELTIC CORPORATION70,18970,939+7502,7653,1960.24%+431
REGENERON PHARMACEUTICALS(REGN)0400+40004200.03%+420
SEAGATE TECHNOLOGY HLDNGS PL
ORD SHS
58,15458,522+3686,0066,4100.49%+404
ADOBE INC(ADBE)1,1452,003+8586361,0370.08%+401
AMGEN INC(AMGN)21,68322,239+5566,7757,1660.55%+391
ELI LILLY & CO(LLY)0427+42703780.03%+378
CORTEVA INC(CTVA)78,28278,067-2154,2234,5900.35%+367
EQUINIX INC(EQIX)0400+40003550.03%+355
FIRST SOLAR INC(FSLR)01,410+1,41003520.03%+352
ABBVIE INC(ABBV)01,646+1,64603250.02%+325
VISA INC(V)01,100+1,10003020.02%+302
VERIZON COMMUNICATIONS INC(VZ)62,79063,872+1,0822,5892,8690.22%+280
SERVICENOW INC(NOW)0303+30302710.02%+271
DOW INC(DOW)49,52752,235+2,7082,6272,8540.22%+227
JPMORGAN CHASE & CO.(JPM)01,000+1,00002110.02%+211
AIR PRODS & CHEMS INC1,3811,879+4983565590.04%+203
KIMBERLY-CLARK CORP(KMB)23,40623,635+2293,2353,3630.26%+128
PFIZER INC(PFE)75,93177,089+1,1582,1252,2310.17%+106
PALO ALTO NETWORKS INC(PANW)1,7882,022+2346066910.05%+85
KEYSIGHT TECHNOLOGIES INC(KEYS)3,9303,889-415376180.05%+81
AGILENT TECHNOLOGIES INC(A)4,3374,325-125626420.05%+80
STARBUCKS CORP(SBUX)3,9073,883-243043790.03%+75
WABTEC(WAB)2,8292,811-184475110.04%+64
LYONDELLBASELL INDUSTRIES N
SHS - A -
29,90930,336+4272,8612,9090.22%+48
T-MOBILE US INC(TMUS)1,6561,646-102923400.03%+48
TRACTOR SUPPLY CO(TSCO)2,0812,066-155626010.05%+39
YUM BRANDS INC(YUM)2,3392,326-133103250.02%+15
ROSS STORES INC(ROST)2,3122,291-213363450.03%+9
EMERSON ELEC CO(EMR)37,40237,624+2224,1204,1150.31%-5
MITSUBISHI UFJ FINL GROUP IN(MUFG)22,13721,866-2712392230.02%-16
MERCK & CO INC(MRK)28,50630,272+1,7663,5293,4380.26%-91
CANADIAN NATL RY CO(CNI)182,897183,646+74921,60621,5141.64%-92
AMAZON COM INC(AMZN)409,986424,579+14,59379,23079,1126.04%-118
WASTE MGMT INC DEL(WM)30,51230,637+1256,5096,3600.49%-149
DISNEY WALT CO(DIS)167,119170,066+2,94716,59316,3591.25%-234
ASML HOLDING N V
N Y REGISTRY SHS
6,4176,358-596,5635,2980.40%-1,265
BOEING CO(BA)46,23345,939-2948,4156,9850.53%-1,430
TERADYNE INC(TER)107,669107,064-60515,96714,3391.09%-1,628
INTEL CORP(INTC)58,5890-58,5891,8150-1,815
ALPHABET INC(GOOG)297,624302,745+5,12154,21250,2103.83%-4,002
ALPHABET INC(GOOG)297,719302,145+4,42654,60850,5163.85%-4,092
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