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WINDWARD CAPITAL MANAGEMENT CO /CA 13F Holdings
Holdings from the most recent 13F from WINDWARD CAPITAL MANAGEMENT CO /CA
Filed: 2026-01-28 (Q4 2025) | Holdings: 73 | Value: $1.3B | 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 4% $(7.8M) | 16.73% | $211.1M | +13.65% | +4.82% | ||
| AMZN - AMAZON COM INC | Reduce 3% $(2.9M) | 6.86% | $86.6M | +10.78% | +8.33% | ||
| GOOG - ALPHABET INC | Reduce 3% $(2.9M) | 6.84% | $86.3M | ||||
| GOOGL - ALPHABET INC | Reduce 3% $(2.9M) | 6.80% | $85.8M | ||||
| COST - COSTCO WHSL CORP NEW | Reduce 3% $(1.9M) | 4.55% | $57.4M | +4.62% | +4.39% | ||
| CRM - SALESFORCE INC | Reduce 3% $(1.6M) | 3.85% | $48.6M | ||||
| BLK - BLACKROCK INC | Reduce 3% $(1.4M) | 3.17% | $40.1M | ||||
| LIN - LINDE PLC | Reduce 4% $(1.4M) | 2.82% | $35.6M | ||||
| NEE - NEXTERA ENERGY INC | Reduce 3% $(1.2M) | 2.67% | $33.8M | +7.80% | +7.04% | ||
| MAR - MARRIOTT INTL INC NEW | Reduce 3% $(1.1M) | 2.58% | $32.5M | ||||
| ACN - ACCENTURE PLC IRELAND | Reduce 3% $(1.1M) | 2.52% | $31.9M | ||||
| TJX - TJX COS INC NEW | Reduce 3% $(935.9K) | 2.31% | $29.1M | +1.08% | +5.94% | ||
| CMI - CUMMINS INC | Reduce 3% $(843.8K) | 2.13% | $26.9M | ||||
| LMT - LOCKHEED MARTIN CORP | Reduce 3% $(940.7K) | 2.09% | $26.3M | -15.48% | -15.88% | ||
| DHI - D R HORTON INC | Reduce 4% $(951.0K) | 2.06% | $26.0M | -2.81% | +1.37% | ||
| RTX - RTX CORPORATION | Reduce 4% $(904.0K) | 1.96% | $24.8M | ||||
| CME - CME GROUP INC | Reduce 4% $(891.6K) | 1.81% | $22.9M | +0.86% | +2.54% | ||
| CVS - CVS HEALTH CORP | Reduce 3% $(616.5K) | 1.79% | $22.6M | ||||
| TER - TERADYNE INC | Reduce 3% $(656.7K) | 1.53% | $19.3M | +45.91% | +21.91% | ||
| TMO - THERMO FISHER SCIENTIFIC INC | Reduce 3% $(661.2K) | 1.51% | $19.1M | -22.66% | -20.33% | ||
| NKE - NIKE INC | Reduce 3% $(554.9K) | 1.50% | $19.0M | -31.10% | -27.85% | ||
| PG - PROCTER AND GAMBLE CO | Reduce 3% $(681.7K) | 1.49% | $18.8M | -1.94% | +0.18% | ||
| DIS - DISNEY WALT CO | Reduce 4% $(713.9K) | 1.39% | $17.6M | -4.48% | -7.60% | ||
| ZTS - ZOETIS INC | Reduce 3% $(529.5K) | 1.35% | $17.1M | -37.44% | -7.12% | ||
| CNI - CANADIAN NATL RY CO | Reduce 3% $(502.8K) | 1.35% | $17.0M | ||||
| PEP - PEPSICO INC | Reduce 4% $(667.1K) | 1.26% | $15.9M | +1.28% | +5.27% | ||
| STX - SEAGATE TECHNOLOGY HLDNGS PL | Reduce 7% $(1.0M) | 1.14% | $14.4M | ||||
| FISV - FISERV INC | Reduce 3% $(456.8K) | 1.04% | $13.2M | -16.83% | -5.17% | ||
| MSFT - MICROSOFT CORP | Reduce 7% $(886.0K) | 0.98% | $12.3M | -6.00% | -3.31% | ||
| BA - BOEING CO | Reduce 4% $(382.6K) | 0.73% | $9.2M | -1.60% | -7.42% | ||
| WELL - WELLTOWER INC | Reduce 6% $(514.1K) | 0.63% | $8.0M | ||||
| WMT - WALMART INC | Reduce 7% $(593.1K) | 0.63% | $7.9M | +10.00% | +10.15% | ||
| CARR - CARRIER GLOBAL CORPORATION | Reduce 4% $(289.0K) | 0.60% | $7.6M | +12.19% | +4.77% | ||
| DUK - DUKE ENERGY CORP NEW | Reduce 6% $(499.2K) | 0.59% | $7.4M | ||||
| CMCSA - COMCAST CORP NEW | Reduce 2% $(178.5K) | 0.58% | $7.3M | -8.34% | -2.00% | ||
| AMGN - AMGEN INC | Reduce 3% $(202.6K) | 0.54% | $6.8M | -2.86% | -0.38% | ||
| DE - DEERE & CO | Reduce 7% $(465.6K) | 0.52% | $6.6M | +11.41% | +5.97% | ||
| OTIS - OTIS WORLDWIDE CORP | Reduce 4% $(249.1K) | 0.51% | $6.4M | -15.66% | -12.69% | ||
| IBM - INTERNATIONAL BUSINESS MACHS | Reduce 6% $(436.6K) | 0.50% | $6.3M | -28.75% | -28.15% | ||
| ASML - ASML HOLDING N V | Reduce 3% $(214.0K) | 0.48% | $6.1M | +7.62% | -4.19% | ||
| WM - WASTE MGMT INC DEL | Reduce 7% $(424.5K) | 0.47% | $6.0M | ||||
| ADP - AUTOMATIC DATA PROCESSING IN | Reduce 6% $(365.8K) | 0.42% | $5.3M | ||||
| ETN - EATON CORP PLC | Reduce 7% $(362.5K) | 0.40% | $5.1M | +18.66% | +16.01% | ||
| CTVA - CORTEVA INC | Reduce 3% $(156.6K) | 0.39% | $4.9M | +12.95% | +8.23% | ||
| PM - PHILIP MORRIS INTL INC | Reduce 6% $(307.5K) | 0.36% | $4.6M | +2.81% | -8.14% | ||
| UNP - UNION PAC CORP | Reduce 6% $(291.9K) | 0.36% | $4.5M | +15.17% | +15.79% | ||
| EMR - EMERSON ELEC CO | Reduce 7% $(311.5K) | 0.35% | $4.4M | -6.63% | -8.55% | ||
| HD - HOME DEPOT INC | Reduce 6% $(286.6K) | 0.34% | $4.2M | -16.38% | -13.32% | ||
| T - AT&T INC | Reduce 6% $(238.5K) | 0.29% | $3.7M | ||||
| Q - QNITY ELECTRONICS INC | New Purchase | 0.24% | $3.1M | ||||
| DD - DUPONT DE NEMOURS INC | Reduce 100% | 0.00% | $0.00 | ||||