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WINDWARD CAPITAL MANAGEMENT CO /CA 13F Holdings
Holdings from the most recent 13F from WINDWARD CAPITAL MANAGEMENT CO /CA
Filed: 2025-08-12 (Q2 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 1% $(1.3M) | 14.45% | $170.3M | +27.02% | +18.24% | ||
| AMZN - AMAZON COM INC | Reduce 1% $(622.6K) | 7.29% | $85.9M | +21.17% | +7.02% | ||
| COST - COSTCO WHSL CORP NEW | Reduce 1% $(426.7K) | 5.83% | $68.7M | +2.01% | -5.85% | ||
| CRM - SALESFORCE INC | Reduce 1% $(284.4K) | 4.42% | $52.1M | ||||
| GOOG - ALPHABET INC | Reduce 1% $(301.2K) | 4.32% | $50.9M | ||||
| GOOGL - ALPHABET INC | Reduce 1% $(299.9K) | 4.28% | $50.4M | ||||
| LIN - LINDE PLC | Reduce 1% $(353.3K) | 3.48% | $41.0M | ||||
| BLK - BLACKROCK INC | Reduce 1% $(219.3K) | 3.47% | $40.9M | ||||
| ACN - ACCENTURE PLC IRELAND | Reduce 1% $(260.6K) | 3.14% | $37.0M | ||||
| FI - FISERV INC | Reduce 1% $(245.0K) | 2.99% | $35.3M | ||||
| NEE - NEXTERA ENERGY INC | 2.57% | $30.3M | +34.74% | +17.72% | |||
| MAR - MARRIOTT INTL INC NEW | 2.53% | $29.8M | |||||
| LMT - LOCKHEED MARTIN CORP | 2.23% | $26.2M | +20.84% | +6.16% | |||
| TJX - TJX COS INC NEW | 2.06% | $24.3M | +12.67% | +10.46% | |||
| DHI - D R HORTON INC | Reduce 1% $(199.2K) | 2.06% | $24.3M | -8.29% | -9.80% | ||
| CME - CME GROUP INC | Reduce 1% $(189.4K) | 2.05% | $24.1M | +6.20% | +3.60% | ||
| ZTS - ZOETIS INC | 1.86% | $22.0M | -48.13% | -18.74% | |||
| NKE - NIKE INC | 1.85% | $21.9M | -42.81% | -12.07% | |||
| PG - PROCTER AND GAMBLE CO | Reduce 1% $(130.5K) | 1.84% | $21.7M | -5.62% | -4.00% | ||
| RTX - RTX CORPORATION | Reduce 1% $(128.5K) | 1.75% | $20.6M | ||||
| CVS - CVS HEALTH CORP | 1.72% | $20.2M | |||||
| DIS - DISNEY WALT CO | Reduce 1% $(145.7K) | 1.70% | $20.1M | -7.71% | -5.80% | ||
| CNI - CANADIAN NATL RY CO | 1.58% | $18.6M | |||||
| CMI - CUMMINS INC | 1.52% | $17.9M | |||||
| PEP - PEPSICO INC | 1.29% | $15.2M | +4.64% | -0.30% | |||
| TMO - THERMO FISHER SCIENTIFIC INC | Reduce 1% $(85.6K) | 1.18% | $14.0M | -5.55% | +20.86% | ||
| MSFT - MICROSOFT CORP | Reduce 3% $(394.9K) | 1.16% | $13.7M | -22.00% | -5.26% | ||
| CARR - CARRIER GLOBAL CORPORATION | Reduce 1% $(104.4K) | 0.93% | $10.9M | +0.96% | -16.13% | ||
| TER - TERADYNE INC | Reduce 1% $(48.9K) | 0.79% | $9.4M | +226.96% | +51.06% | ||
| BA - BOEING CO | Reduce 1% $(63.3K) | 0.79% | $9.3M | +2.13% | -16.58% | ||
| CMCSA - COMCAST CORP NEW | 0.76% | $9.0M | -14.10% | -12.13% | |||
| STX - SEAGATE TECHNOLOGY HLDNGS PL | Reduce 2% $(184.2K) | 0.69% | $8.1M | ||||
| DUK - DUKE ENERGY CORP NEW | Reduce 2% $(182.5K) | 0.68% | $8.0M | ||||
| DE - DEERE & CO | Reduce 3% $(211.5K) | 0.66% | $7.7M | +17.26% | -6.31% | ||
| OTIS - OTIS WORLDWIDE CORP | Reduce 1% $(63.5K) | 0.64% | $7.6M | -14.82% | +3.32% | ||
| WMT - WALMART INC | Reduce 2% $(189.6K) | 0.64% | $7.5M | +25.95% | +0.62% | ||
| WELL - WELLTOWER INC | Reduce 3% $(184.5K) | 0.60% | $7.1M | ||||
| ADP - AUTOMATIC DATA PROCESSING IN | Reduce 2% $(174.6K) | 0.58% | $6.9M | ||||
| IBM - INTERNATIONAL BUSINESS MACHS | Reduce 2% $(165.4K) | 0.58% | $6.8M | -3.59% | +29.78% | ||
| WM - WASTE MGMT INC DEL | Reduce 3% $(179.4K) | 0.57% | $6.7M | ||||
| ETN - EATON CORP PLC | Reduce 3% $(181.0K) | 0.52% | $6.2M | +16.04% | -2.52% | ||
| AMGN - AMGEN INC | 0.51% | $6.0M | +18.10% | +18.72% | |||
| CTVA - CORTEVA INC | 0.48% | $5.7M | +15.83% | -7.88% | |||
| PM - PHILIP MORRIS INTL INC | Reduce 2% $(122.8K) | 0.47% | $5.5M | +11.19% | -6.96% | ||
| DD - DUPONT DE NEMOURS INC | 0.45% | $5.3M | |||||
| HD - HOME DEPOT INC | Reduce 2% $(114.8K) | 0.41% | $4.9M | -20.57% | -7.34% | ||
| UNP - UNION PAC CORP | Reduce 2% $(106.8K) | 0.41% | $4.8M | +22.10% | +1.56% | ||
| EMR - EMERSON ELEC CO | Reduce 3% $(126.3K) | 0.41% | $4.8M | +5.71% | -3.40% | ||
| ASML - ASML HOLDING N V | Reduce 1% $(57.7K) | 0.41% | $4.8M | +109.54% | +36.07% | ||
| T - AT&T INC | Reduce 2% $(99.2K) | 0.39% | $4.6M | ||||