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WINDWARD CAPITAL MANAGEMENT CO /CA 13F Holdings
Holdings from the most recent 13F from WINDWARD CAPITAL MANAGEMENT CO /CA
Filed: 2025-05-13 (Q1 2025) | Holdings: 71 | Value: $1.2B | Filing Link
PREMIUM
Author Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
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Filing Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
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Holding Returns | |||||||
|---|---|---|---|---|---|---|---|
| Stock | Put/Call | Change | Holding Pct | Value | Current Return | 3M Return | 1Y Return |
| AAPL - APPLE INC | Reduce 17% $(38.7M) | 16.02% | $185.7M | +38.32% | +9.70% | ||
| AMZN - AMAZON COM INC | Reduce 6% $(4.5M) | 6.47% | $75.1M | +27.21% | +9.24% | ||
| COST - COSTCO WHSL CORP NEW | Reduce 3% $(2.0M) | 5.70% | $66.0M | +0.63% | -2.20% | ||
| CRM - SALESFORCE INC | Reduce 2% $(928.3K) | 4.44% | $51.5M | ||||
| FI - FISERV INC | Reduce 2% $(746.6K) | 3.93% | $45.5M | ||||
| GOOG - ALPHABET INC | Reduce 3% $(1.6M) | 3.89% | $45.1M | ||||
| GOOGL - ALPHABET INC | Reduce 4% $(1.7M) | 3.84% | $44.5M | ||||
| LIN - LINDE PLC | Reduce 1% $(477.3K) | 3.54% | $41.0M | ||||
| ACN - ACCENTURE PLC IRELAND | Reduce 2% $(744.2K) | 3.35% | $38.9M | ||||
| BLK - BLACKROCK INC | Reduce 1% $(384.3K) | 3.20% | $37.1M | ||||
| NEE - NEXTERA ENERGY INC | Reduce 1% $(266.5K) | 2.68% | $31.1M | +36.02% | +1.43% | ||
| MAR - MARRIOTT INTL INC NEW | Reduce 1% $(314.2K) | 2.25% | $26.1M | ||||
| LMT - LOCKHEED MARTIN CORP | Reduce 3% $(740.6K) | 2.19% | $25.4M | +14.19% | -4.45% | ||
| DHI - D R HORTON INC | Reduce 1% $(300.5K) | 2.08% | $24.2M | +16.48% | +30.52% | ||
| TJX - TJX COS INC NEW | Reduce 1% $(325.7K) | 2.08% | $24.1M | +15.50% | +2.53% | ||
| CME - CME GROUP INC | Add 1% ($208.5K) | 2.02% | $23.4M | +9.17% | +2.68% | ||
| PG - PROCTER AND GAMBLE CO | Reduce 2% $(502.1K) | 2.02% | $23.4M | -6.73% | -2.11% | ||
| ZTS - ZOETIS INC | Reduce 2% $(378.2K) | 2.01% | $23.3M | -51.34% | -4.02% | ||
| CVS - CVS HEALTH CORP | 1.71% | $19.8M | |||||
| NKE - NIKE INC | Reduce 1% $(240.7K) | 1.69% | $19.6M | -29.97% | +23.93% | ||
| RTX - RTX CORPORATION | Reduce 3% $(491.8K) | 1.62% | $18.8M | ||||
| CNI - CANADIAN NATL RY CO | Reduce 2% $(278.9K) | 1.51% | $17.5M | ||||
| PEP - PEPSICO INC | Reduce 1% $(154.4K) | 1.50% | $17.3M | +19.47% | +15.51% | ||
| TMO - THERMO FISHER SCIENTIFIC INC | Reduce 2% $(268.2K) | 1.49% | $17.2M | +5.65% | +12.93% | ||
| CMI - CUMMINS INC | Reduce 2% $(425.0K) | 1.48% | $17.1M | ||||
| DIS - DISNEY WALT CO | Reduce 1% $(237.3K) | 1.39% | $16.1M | -4.94% | +4.87% | ||
| MSFT - MICROSOFT CORP | Reduce 8% $(958.4K) | 0.92% | $10.6M | -7.21% | +16.80% | ||
| CARR - CARRIER GLOBAL CORPORATION | Reduce 2% $(149.4K) | 0.83% | $9.6M | -9.95% | -11.16% | ||
| CMCSA - COMCAST CORP NEW | Reduce 1% $(62.6K) | 0.80% | $9.2M | -19.54% | -4.21% | ||
| TER - TERADYNE INC | Reduce 1% $(116.6K) | 0.75% | $8.6M | +332.63% | +31.66% | ||
| DUK - DUKE ENERGY CORP NEW | Reduce 1% $(93.3K) | 0.73% | $8.5M | ||||
| OTIS - OTIS WORLDWIDE CORP | Reduce 1% $(115.1K) | 0.69% | $8.0M | -22.20% | -9.25% | ||
| BA - BOEING CO | Reduce 1% $(40.8K) | 0.66% | $7.6M | +15.75% | +13.31% | ||
| DE - DEERE & CO | Reduce 4% $(286.3K) | 0.63% | $7.3M | +19.59% | -3.69% | ||
| WELL - WELLTOWER INC | Reduce 3% $(245.6K) | 0.62% | $7.2M | ||||
| ADP - AUTOMATIC DATA PROCESSING IN | Reduce 3% $(225.2K) | 0.60% | $7.0M | ||||
| WM - WASTE MGMT INC DEL | Reduce 1% $(42.1K) | 0.60% | $7.0M | ||||
| WMT - WALMART INC | Reduce 1% $(50.5K) | 0.60% | $6.9M | +33.98% | +5.02% | ||
| AMGN - AMGEN INC | Reduce 3% $(238.7K) | 0.58% | $6.7M | +25.97% | +8.53% | ||
| IBM - INTERNATIONAL BUSINESS MACHS | 0.51% | $5.9M | -11.00% | -7.33% | |||
| DD - DUPONT DE NEMOURS INC | Reduce 1% $(43.3K) | 0.50% | $5.8M | ||||
| UNP - UNION PAC CORP | Reduce 2% $(94.0K) | 0.44% | $5.1M | +18.57% | -1.97% | ||
| HD - HOME DEPOT INC | Reduce 5% $(254.0K) | 0.43% | $5.0M | -14.15% | +8.31% | ||
| PM - PHILIP MORRIS INTL INC | Reduce 6% $(329.8K) | 0.43% | $4.9M | +15.37% | +1.88% | ||
| STX - SEAGATE TECHNOLOGY HLDNGS PL | 0.42% | $4.9M | |||||
| ETN - EATON CORP PLC | Reduce 5% $(240.6K) | 0.42% | $4.8M | +28.19% | +7.71% | ||
| CTVA - CORTEVA INC | Reduce 1% $(55.3K) | 0.42% | $4.8M | +24.04% | +6.84% | ||
| T - AT&T INC | 0.40% | $4.6M | |||||
| EMR - EMERSON ELEC CO | Reduce 1% $(21.4K) | 0.35% | $4.0M | +16.81% | +11.22% | ||
| ASML - ASML HOLDING N V | Reduce 2% $(91.4K) | 0.35% | $4.0M | +106.05% | -1.07% | ||