Fund HoldingsWINDWARD CAPITAL MANAGEMENT CO /CA

Total Portfolio Value
$1.15M
Total Bought
$25.6K
Total Sold
$108.2K
Net Transaction
-$82.6K
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
APPLE INC(AAPL)1,017,9601,015,799-2,16117419616.96%+21
SALESFORCE INC(CRM)206,261205,673-58842544.69%+12
D R HORTON INC(DHI)186,472203,210+16,73820312.68%+11
AMAZON COM INC(AMZN)428,907427,634-1,27355655.63%+10
COSTCO WHSL CORP NEW(COST)74,89274,722-17042494.28%+7
BLACKROCK INC(BLK)41,33441,263-7127332.90%+7
ACCENTURE PLC IRELAND
SHS CLASS A
135,316134,895-42142474.10%+6
FISERV INC(FISV)222,837222,268-56925302.56%+4
NIKE INC(NKE)324,650323,805-84531353.05%+4
LINDE PLC(LIN)93,25493,393+13935383.33%+4
ZOETIS INC(ZTS)152,780152,352-42827302.61%+3
MARRIOTT INTL INC NEW(MAR)116,872116,504-36823262.28%+3
BOEING CO(BA)48,40248,207-1959131.09%+3
CANADIAN NATL RY CO(CNI)191,255190,709-54621242.08%+3
ALPHABET INC(GOOG)310,199309,375-82441443.78%+3
CVS HEALTH CORP(CVS)299,713298,823-89021242.05%+3
ALPHABET INC(GOOG)310,057309,316-74141433.75%+3
LOCKHEED MARTIN CORP(LMT)59,08358,961-12224272.32%+3
MICROSOFT CORP(MSFT)30,23330,437+20410110.99%+2
RTX CORPORATION(RTX)150,957150,325-63211131.10%+2
DISNEY WALT CO(DIS)174,921174,115-80614161.36%+2
NEXTERA ENERGY INC(NEE)458,324456,912-1,41226282.41%+1
SEAGATE TECHNOLOGY HLDNGS PL
ORD SHS
60,49460,940+446450.45%+1
TJX COS INC NEW(TJX)211,316210,661-65519201.71%+1
UNION PAC CORP(UNP)23,01323,050+37560.49%+1
INTEL CORP(INTC)61,99262,355+363230.27%+1
CME GROUP INC(CME)88,28888,154-13418191.61%+1
WASTE MGMT INC DEL(WM)31,71231,915+203560.50%+1
THERMO FISHER SCIENTIFIC INC(TMO)37,36437,275-8919201.72%+1
TERADYNE INC(TER)112,437112,003-43411121.05%+1
OTIS WORLDWIDE CORP(OTIS)81,54381,401-142770.63%+1
HOME DEPOT INC(HD)14,11714,252+135450.43%+1
DUKE ENERGY CORP NEW(DUK)70,34370,502+159670.59%+1
CUMMINS INC(CMI)56,84756,742-10513141.18%+1
INTERNATIONAL BUSINESS MACHS(IBM)24,50924,551+42340.35%+1
EATON CORP PLC(ETN)19,10719,105-2450.40%+1
WEYERHAEUSER CO MTN BE(WY)106,437107,349+912340.32%0
STARBUCKS CORP(SBUX)100,529100,416-1139100.84%0
WELLTOWER INC(WELL)49,45449,792+338440.39%0
AMGEN INC(AMGN)22,15022,111-39660.55%0
DEERE & CO(DE)16,52716,626+99670.58%0
VERIZON COMMUNICATIONS INC(VZ)64,58765,157+570220.21%0
CARRIER GLOBAL CORPORATION(CARR)161,253160,901-352990.80%0
AT&T INC(T)166,238167,214+976230.24%0
POTLATCHDELTIC CORPORATION72,70772,976+269340.31%0
MERCK & CO INC(MRK)29,51929,629+110330.28%0
DUPONT DE NEMOURS INC(DD)81,32981,231-98660.54%0
DOW INC(DOW)51,58051,685+105330.25%0
PHILIP MORRIS INTL INC(PM)32,02032,193+173330.26%0
PROCTER AND GAMBLE CO(PG)144,661144,408-25321211.83%0
EMERSON ELEC CO(EMR)38,75839,045+287440.33%0
ILLUMINA INC(ILMN)18,87318,881+8330.23%0
KIMBERLY-CLARK CORP(KMB)24,09624,222+126330.26%0
PEPSICO INC(PEP)118,866118,734-13220201.75%0
LYONDELLBASELL INDUSTRIES N
SHS - A -
31,08631,182+96330.26%0
MITSUBISHI UFJ FINL GROUP IN(MUFG)25,61325,536-77000.02%0
WALMART INC(WMT)27,85628,156+300440.38%-0
AUTOMATIC DATA PROCESSING IN23,93224,153+221660.49%-0
COMCAST CORP NEW(CCZ)258,741258,190-55111110.98%-0
CORTEVA INC(CTVA)82,02281,781-241440.34%-0
PFIZER INC(PFE)78,42478,954+530320.20%-0
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