Fund HoldingsWINDWARD CAPITAL MANAGEMENT CO /CA

Total Portfolio Value
$1.26B
Total Bought
$3.38M
Total Sold
$134.26M
Net Transaction
-$130.88M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
ALPHABET INC(GOOG)284,258275,046-9,21269,23186,3096.84%+17,078
ALPHABET INC(GOOG)283,477274,272-9,20568,91385,8476.80%+16,934
APPLE INC(AAPL)805,194776,677-28,517205,027211,14716.73%+6,121
TERADYNE INC(TER)103,15099,757-3,39314,19819,3091.53%+5,111
MARRIOTT INTL INC NEW(MAR)108,308104,871-3,43728,20832,5352.58%+4,328
CUMMINS INC(CMI)54,28152,628-1,65322,92726,8642.13%+3,937
SALESFORCE INC(CRM)189,355183,283-6,07244,87748,5533.85%+3,676
QNITY ELECTRONICS INC(Q)037,494+37,49403,0610.24%+3,061
THERMO FISHER SCIENTIFIC INC(TMO)34,06632,925-1,14116,52319,0781.51%+2,556
ACCENTURE PLC IRELAND
SHS CLASS A
122,900118,790-4,11030,30731,8712.52%+1,564
AMAZON COM INC(AMZN)387,893375,131-12,76285,17086,5886.86%+1,418
RTX CORPORATION(RTX)140,062135,133-4,92923,43724,7831.96%+1,347
SEAGATE TECHNOLOGY HLDNGS PL
ORD SHS
55,89252,255-3,63713,19414,3901.14%+1,196
NEXTERA ENERGY INC(NEE)435,508420,538-14,97032,87733,7612.67%+884
TJX COS INC NEW(TJX)195,540189,447-6,09328,26329,1012.31%+838
AMGEN INC(AMGN)21,31320,694-6196,0156,7730.54%+759
CVS HEALTH CORP(CVS)293,096285,328-7,76822,09722,6441.79%+547
MERCK & CO INC(MRK)27,66925,951-1,7182,3222,7320.22%+409
ASML HOLDING N V
N Y REGISTRY SHS
5,8995,699-2005,7106,0970.48%+387
THE CIGNA GROUP(CI)01,170+1,17003220.03%+322
CANADIAN NATL RY CO(CNI)177,386172,300-5,08616,72717,0321.35%+304
KEYSIGHT TECHNOLOGIES INC(KEYS)3,2833,225-585746550.05%+81
ROSS STORES INC(ROST)1,9851,955-303033520.03%+50
WALMART INC(WMT)76,55371,229-5,3247,8907,9360.63%+46
WABTEC(WAB)2,3742,333-414764980.04%+22
AGILENT TECHNOLOGIES INC(A)3,7023,644-584754960.04%+21
STARBUCKS CORP(SBUX)3,3993,386-132882850.02%-2
YUM BRANDS INC(YUM)2,0142,003-113063030.02%-3
MITSUBISHI UFJ FINL GROUP IN(MUFG)18,79618,478-3183002930.02%-7
ADOBE INC(ADBE)933914-193293200.03%-9
AIR PRODS & CHEMS INC1,1801,161-193222870.02%-35
DOW INC(DOW)50,41947,391-3,0281,1561,1080.09%-48
T-MOBILE US INC(TMUS)1,4201,414-63402870.02%-53
TRACTOR SUPPLY CO(TSCO)8,9218,834-875074420.03%-66
PALO ALTO NETWORKS INC(PANW)2,9782,926-526065390.04%-67
ROPER TECHNOLOGIES INC(ROP)1,3361,318-186665870.05%-80
INTERNATIONAL BUSINESS MACHS(IBM)22,90021,426-1,4746,4616,3470.50%-115
PFIZER INC(PFE)77,04272,758-4,2841,9631,8120.14%-151
WELLTOWER INC(WELL)45,76542,995-2,7708,1537,9800.63%-172
CORTEVA INC(CTVA)75,65973,322-2,3375,1174,9150.39%-202
LYONDELLBASELL INDUSTRIES N
SHS - A -
30,67829,376-1,3021,5041,2720.10%-232
POTLATCHDELTIC CORPORATION69,44465,059-4,3852,8302,5880.21%-242
EMERSON ELEC CO(EMR)35,68233,335-2,3474,6814,4240.35%-257
WEYERHAEUSER CO MTN BE(WY)100,61594,324-6,2912,4942,2350.18%-260
PEPSICO INC(PEP)115,300110,652-4,64816,19315,8811.26%-312
BOEING CO(BA)44,00542,243-1,7629,4989,1720.73%-326
DEERE & CO(DE)15,12114,121-1,0006,9146,5740.52%-340
VERIZON COMMUNICATIONS INC(VZ)63,57460,103-3,4712,7942,4480.19%-346
PHILIP MORRIS INTL INC(PM)30,32728,410-1,9174,9194,5570.36%-362
UNION PAC CORP(UNP)20,83419,572-1,2624,9244,5270.36%-397
WASTE MGMT INC DEL(WM)29,02727,095-1,9326,4105,9530.47%-457
OTIS WORLDWIDE CORP(OTIS)76,28673,434-2,8526,9756,4140.51%-560
COMCAST CORP NEW(CCZ)250,661244,688-5,9737,8767,3140.58%-562
CME GROUP INC(CME)87,09283,827-3,26523,53122,8911.81%-640
KIMBERLY-CLARK CORP(KMB)22,94121,509-1,4322,8532,1700.17%-682
AT&T INC(T)159,466149,863-9,6034,5033,7230.29%-781
DISNEY WALT CO(DIS)160,950154,675-6,27518,42917,5971.39%-831
DUKE ENERGY CORP NEW(DUK)67,55763,298-4,2598,3607,4190.59%-941
HOME DEPOT INC(HD)13,17212,339-8335,3374,2460.34%-1,091
AUTOMATIC DATA PROCESSING IN22,11320,691-1,4226,4905,3220.42%-1,168
CARRIER GLOBAL CORPORATION(CARR)148,486143,017-5,4698,8657,5570.60%-1,308
EATON CORP PLC(ETN)17,18516,047-1,1386,4315,1110.40%-1,320
LOCKHEED MARTIN CORP(LMT)56,41354,468-1,94528,16226,3452.09%-1,817
MICROSOFT CORP(MSFT)27,30725,475-1,83214,14412,3200.98%-1,823
PROCTER AND GAMBLE CO(PG)135,934131,177-4,75720,88618,7991.49%-2,087
NIKE INC(NKE)306,307297,597-8,71021,35918,9601.50%-2,399
DUPONT DE NEMOURS INC(DD)77,58775,409-2,1786,0443,0310.24%-3,013
ZOETIS INC(ZTS)139,850135,642-4,20820,46317,0661.35%-3,396
BLACKROCK INC(BLK)38,74937,423-1,32645,17640,0553.17%-5,120
LINDE PLC(LIN)86,73483,487-3,24741,19935,5982.82%-5,601
D R HORTON INC(DHI)187,150180,547-6,60331,71626,0042.06%-5,712
COSTCO WHSL CORP NEW(COST)68,79866,569-2,22963,68257,4054.55%-6,276
FISERV INC(FISV)202,736195,936-6,80026,13913,1611.04%-12,978
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