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Windward Capital Management Co /Ca

All holdings · as of Jun 30, 2026

73 positions

CompanyClassValue ↓Shares% of portfolio
Apple Inc.—$219.87M759,84616.6%
Alphabet Inc.—$95.95M268,4947.3%
Alphabet Inc.—$95.18M269,3807.2%
Amazon.com Inc—$87.43M366,8406.6%
COSTCO WHOLESALE CORP /NEW—$60.88M65,0824.6%
TERADYNE, INC—$47.41M97,9793.6%
LINDE PLC—$42.94M82,7473.3%
Marriott International Inc/MD—$38.31M103,3672.9%
CUMMINS INC—$37.15M52,0832.8%
NEXTERA ENERGY INC—$36.88M420,1662.8%
BlackRock, Inc.—$35.67M37,0962.7%
CVS HEALTH Corp—$29.50M285,1292.2%
HORTON D R INC /DE—$28.77M176,6172.2%
TJX Cos Inc/The—$28.41M187,5022.2%
Salesforce Inc—$28.18M179,8992.1%
LOCKHEED MARTIN CORP—$27.66M54,2922.1%
RTX Corp—$25.21M132,8791.9%
CME Group Inc—$24.80M112,3201.9%
Seagate Technology Holdings PLC—$21.63M22,4121.6%
PROCTER & GAMBLE Co—$21.08M143,7411.6%
CANADIAN NATL RY CO—$20.33M170,4671.5%
PEPSICO INC—$17.65M130,3561.3%
THERMO FISHER SCIENTIFIC INC.—$16.05M32,0041.2%
Walt Disney Co—$14.75M153,2671.1%
Accenture plc—$14.74M118,4191.1%
NIKE, Inc.—$12.15M296,0850.9%
ASML HLDG NV—$11.01M5,5320.8%
CARRIER GLOBAL Corp—$10.40M141,8150.8%
Welltower, Inc.—$9.85M43,3850.7%
Zoetis Inc.—$9.67M134,5970.7%
MICROSOFT CORP—$9.59M25,7050.7%
DEERE & CO—$9.02M14,2240.7%
The Boeing Company—$9.02M41,6700.7%
Walmart Inc.—$8.15M71,9880.6%
Duke Energy Corp—$8.15M64,3680.6%
AMGEN INC—$7.47M20,6200.6%
Eaton Corp plc—$6.90M16,1970.5%
INTERNATIONAL BUSINESS MACHINES CORP—$6.12M21,7780.5%
Corteva, Inc.—$6.12M72,2140.5%
WASTE MANAGEMENT INC—$6.11M27,3970.5%
Qnity Electronics, Inc.—$6.01M36,7930.5%
Comcast Corp.—$6.01M244,6990.5%
Philip Morris International Inc.—$5.98M33,0550.5%
Otis Worldwide Corp—$5.23M73,0900.4%
Union Pacific Corp—$5.16M18,9710.4%
EMERSON ELECTRIC CO—$4.83M33,7440.4%
AUTOMATIC DATA PROCESSING INC—$4.66M20,8040.4%
HOME DEPOT, INC.—$4.42M12,5350.3%
Merck & Co., Inc.—$3.39M26,3820.3%
DuPont de Nemours, Inc.—$3.36M24,8070.3%
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