WINDWARD CAPITAL MANAGEMENT CO /CA

Est. AUM

$1.23B

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	APPLE INC	COM	$194.0M	764418	15.80%	SOLE
2	ALPHABET INC	CAP STK CL C	$78.0M	271918	6.35%	SOLE
3	ALPHABET INC	CAP STK CL A	$78.0M	271081	6.35%	SOLE
4	AMAZON COM INC	COM	$77.1M	370141	6.28%	SOLE
5	COSTCO WHOLESALE CORPORATION	COM	$65.4M	65652	5.33%	SOLE
6	LINDE PLC	SHS	$41.3M	83212	3.36%	SOLE
7	NEXTERA ENERGY INC	COM	$39.1M	420530	3.18%	SOLE
8	BLACKROCK INC	COM	$35.8M	37262	2.92%	SOLE
9	MARRIOTT INTL INC NEW	CL A	$34.1M	104281	2.78%	SOLE
10	SALESFORCE INC	COM	$33.8M	181327	2.76%	SOLE
11	CME GROUP INC	COM	$33.3M	112707	2.71%	SOLE
12	LOCKHEED MARTIN CORP	COM	$32.9M	54430	2.68%	SOLE
13	TJX COS INC NEW	COM	$30.2M	188948	2.46%	SOLE
14	TERADYNE INC	COM	$29.3M	98955	2.39%	SOLE
15	CUMMINS INC	COM	$28.3M	52509	2.30%	SOLE
16	RTX CORPORATION	COM	$25.8M	133584	2.10%	SOLE
17	D R HORTON INC	COM	$24.4M	177701	1.99%	SOLE
18	ACCENTURE PLC IRELAND	SHS CLASS A	$23.5M	118660	1.92%	SOLE
19	PROCTER & GAMBLE CO	COM	$20.8M	143691	1.69%	SOLE
20	CVS HEALTH CORP	COM	$20.6M	286145	1.67%	SOLE
21	PEPSICO INC	COM	$20.2M	129910	1.64%	SOLE
22	CANADIAN NATL RY CO	COM	$17.6M	171628	1.44%	SOLE
23	ZOETIS INC	CL A	$16.0M	135126	1.30%	SOLE
24	THERMO FISHER SCIENTIFIC INC	COM	$15.9M	32317	1.29%	SOLE
25	NIKE INC	CL B	$15.7M	296945	1.28%	SOLE
26	DISNEY WALT CO	COM	$14.9M	154797	1.21%	SOLE
27	SEAGATE TECHNOLOGY HLDNGS PL	ORD SHS	$14.4M	36741	1.17%	SOLE
28	MICROSOFT CORP	COM	$9.4M	25502	0.77%	SOLE
29	WALMART INC	COM	$8.9M	71266	0.72%	SOLE
30	WELLTOWER INC	COM	$8.5M	43064	0.69%	SOLE
31	BOEING CO	COM	$8.4M	42126	0.68%	SOLE
32	DUKE ENERGY CORP NEW	COM NEW	$8.3M	63572	0.68%	SOLE
33	CARRIER GLOBAL CORPORATION	COM	$8.0M	142382	0.65%	SOLE
34	DEERE & CO	COM	$7.9M	14111	0.65%	SOLE
35	ASML HLDG NV	N Y REGISTRY SHS	$7.4M	5588	0.60%	SOLE
36	AMGEN INC	COM	$7.3M	20755	0.59%	SOLE
37	COMCAST CORP NEW	CL A	$7.0M	244801	0.57%	SOLE
38	WASTE MGMT INC DEL	COM	$6.2M	27172	0.51%	SOLE
39	CORTEVA INC	COM	$6.1M	72778	0.50%	SOLE
40	EATON CORP PLC	SHS	$5.8M	16077	0.47%	SOLE
41	OTIS WORLDWIDE CORP	COM	$5.6M	73205	0.46%	SOLE
42	PHILIP MORRIS INTL INC	COM	$5.4M	32539	0.44%	SOLE
43	INTERNATIONAL BUSINESS MACHS	COM	$5.2M	21537	0.43%	SOLE
44	UNION PAC CORP	COM	$4.6M	18794	0.37%	SOLE
45	EMERSON ELEC CO	COM	$4.4M	33438	0.36%	SOLE
46	AT&T INC	COM	$4.4M	151026	0.36%	SOLE
47	QNITY ELECTRONICS INC	COMMON STOCK	$4.3M	37176	0.35%	SOLE
48	AUTOMATIC DATA PROCESSING IN	COM	$4.2M	20560	0.34%	SOLE
49	HOME DEPOT INC	COM	$4.1M	12400	0.33%	SOLE
50	DUPONT DE NEMOURS INC	COM	$3.4M	75105	0.28%	SOLE

1–50 of 69

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.