Back to WINDWARD CAPITAL MANAGEMENT CO /CA

Windward Capital Management Co /Ca

All holdings · as of Jun 30, 2026

73 positions

CompanyClassValueShares% of portfolio
THERMO FISHER SCIENTIFIC INC.$16.05M32,0041.2%
PEPSICO INC$17.65M130,3561.3%
CANADIAN NATL RY CO$20.33M170,4671.5%
PROCTER & GAMBLE Co$21.08M143,7411.6%
Seagate Technology Holdings PLC$21.63M22,4121.6%
CME Group Inc$24.80M112,3201.9%
RTX Corp$25.21M132,8791.9%
LOCKHEED MARTIN CORP$27.66M54,2922.1%
Salesforce Inc$28.18M179,8992.1%
TJX Cos Inc/The$28.41M187,5022.2%
HORTON D R INC /DE$28.77M176,6172.2%
CVS HEALTH Corp$29.50M285,1292.2%
BlackRock, Inc.$35.67M37,0962.7%
NEXTERA ENERGY INC$36.88M420,1662.8%
CUMMINS INC$37.15M52,0832.8%
Marriott International Inc/MD$38.31M103,3672.9%
LINDE PLC$42.94M82,7473.3%
TERADYNE, INC$47.41M97,9793.6%
COSTCO WHOLESALE CORP /NEW$60.88M65,0824.6%
Amazon.com Inc$87.43M366,8406.6%
Alphabet Inc.$95.18M269,3807.2%
Alphabet Inc.$95.95M268,4947.3%
Apple Inc.$219.87M759,84616.6%
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