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Institutional

WINDWARD CAPITAL MANAGEMENT CO /CA

CIK 0001078635
$1.23B
Reported AUM
69
Positions
Q1 2026
Period
2026-05-13
Filed

The Brief · WINDWARD CAPITAL MANAGEMENT CO /CA · Q1 2026

AI · grounded in 13F

WINDWARD CAPITAL MANAGEMENT CO /CA closed its position in FISV, reducing its holdings by $13.16M. The fund increased its stake in CME by 34.45%. Other activity included trimming positions in AAPL by 1.58% and AMZN by 1.33%.

Portfolio · Q1 2026

AAPL$194.0MGOOG$78.0MGOOGL$78.0MAMZN$77.1MCOST$65.4MLINNEEBLKMARCRMCMELMTOther$485.2MW/

Top holdings

#StockIssuerPriceDay %1Y Gr.5Y Gr.Value% of bookΔ shares (QoQ)Status
1AAPLAPPLE INC$333.43-1.41%65.41%124.96%$194.0M15.80%HELD
2GOOGALPHABET INC$333.68-0.62%77.27%132.86%$78.0M6.35%HELD
3GOOGLALPHABET INC$333.66-0.91%76.18%131.67%$78.0M6.35%HELD
4AMZNAMAZON COM INC$235.503.90%5.54%30.60%$77.1M6.28%HELD
5COSTCOSTCO WHOLESALE CORPORATION$954.17-2.04%0.49%120.47%$65.4M5.33%HELD
6LINLINDE PLC$508.64-0.49%11.29%71.60%$41.3M3.36%HELD
7NEENEXTERA ENERGY INC$87.93-0.60%29.29%19.57%$39.1M3.18%HELD
8BLKBLACKROCK INC$1098.371.78%2.59%31.21%$35.8M2.92%HELD
9MARMARRIOTT INTL INC NEW$375.48-1.48%50.57%193.57%$34.1M2.78%HELD
10CRMSALESFORCE INC$180.71-4.07%-27.31%-30.68%$33.8M2.76%HELD
11CMECME GROUP INC$267.220.67%-1.78%62.34%$33.3M2.71%HELD
12LMTLOCKHEED MARTIN CORP$574.110.86%38.85%79.73%$32.9M2.68%HELD
13TJXTJX COS INC NEW$159.26-1.47%27.39%133.67%$30.2M2.46%HELD
14TERTERADYNE INC$365.4914.43%207.44%167.98%$29.3M2.39%HELD
15CMICUMMINS INC$632.984.45%80.31%198.99%$28.3M2.30%HELD
16RTXRTX CORPORATION$214.38-0.40%37.56%177.98%$25.8M2.10%HELD
17DHID R HORTON INC$145.53-1.11%-3.00%58.29%$24.4M1.99%HELD
18ACNACCENTURE PLC IRELAND$163.29-5.71%-34.80%-47.34%$23.5M1.92%HELD
19PGPROCTER & GAMBLE CO$143.96-1.46%-1.63%14.96%$20.8M1.69%HELD
20CVSCVS HEALTH CORP$105.22-0.66%74.93%44.72%$20.6M1.67%HELD
21PEPPEPSICO INC$140.20-2.30%7.11%7.50%$20.2M1.64%HELD
22CNICANADIAN NATL RY CO$127.13-2.09%42.42%21.73%$17.6M1.44%HELD
23ZTSZOETIS INC$76.03-2.44%-47.63%-60.84%$16.0M1.30%HELD
24TMOTHERMO FISHER SCIENTIFIC INC$576.770.05%24.95%5.34%$15.9M1.29%HELD
25NKENIKE INC$42.29-2.15%-42.87%-72.69%$15.7M1.28%HELD
26DISDISNEY WALT CO$96.16-2.36%-16.33%-45.30%$14.9M1.21%HELD
27STXSEAGATE TECHNOLOGY HLDNGS PL$851.6811.41%397.86%913.08%$14.4M1.17%HELD
28MSFTMICROSOFT CORP$451.1015.51%-13.24%55.41%$9.4M0.77%HELD
29WMTWALMART INC$111.10-2.73%13.75%139.00%$8.9M0.72%HELD
30WELLWELLTOWER INC$235.63-2.26%47.25%209.30%$8.5M0.69%HELD
31BABOEING CO$220.903.22%$8.4M0.68%HELD
32DUKDUKE ENERGY CORP NEW$126.27-2.18%$8.3M0.68%HELD
33CARRCARRIER GLOBAL CORPORATION$61.392.45%$8.0M0.65%HELD
34DEDEERE & CO$599.47-1.88%$7.9M0.65%HELD
35ASMLASML HLDG NV$1651.446.50%$7.4M0.60%HELD
36AMGNAMGEN INC$387.640.00%$7.3M0.59%HELD
37CMCSACOMCAST CORP NEW$23.67-3.82%$7.0M0.57%HELD
38WMWASTE MGMT INC DEL$226.33-4.34%$6.2M0.51%HELD
39CTVACORTEVA INC$89.34-1.29%$6.1M0.50%HELD
40ETNEATON CORP PLC$386.896.91%$5.8M0.47%HELD
41OTISOTIS WORLDWIDE CORP$71.69-2.28%$5.6M0.46%HELD
42PMPHILIP MORRIS INTL INC$192.00-3.25%$5.4M0.44%HELD
43IBMINTERNATIONAL BUSINESS MACHS$221.74-2.08%$5.2M0.43%HELD
44UNPUNION PAC CORP$289.46-0.93%$4.6M0.37%HELD
45EMREMERSON ELEC CO$148.642.00%$4.4M0.36%HELD
46TAT&T INC$23.21-3.05%$4.4M0.36%HELD
47QQNITY ELECTRONICS INC$130.525.78%$4.3M0.35%HELD
48ADPAUTOMATIC DATA PROCESSING IN$263.87-3.48%$4.2M0.34%HELD
49HDHOME DEPOT INC$333.35-1.45%$4.1M0.33%HELD
50DDDUPONT DE NEMOURS INC$138.840.54%$3.4M0.28%HELD
51MRKMERCK & CO INC$129.79-0.44%$3.1M0.26%HELD
52VZVERIZON COMMUNICATIONS INC$46.11-2.35%$3.1M0.25%HELD
53RYNRAYONIER INC$21.39-3.56%$2.5M0.20%HELD
54LYBLYONDELLBASELL INDUSTRIES NV$60.44-0.08%$2.4M0.19%HELD
55WYWEYERHAEUSER CO$23.50-3.89%$2.3M0.19%HELD
56KMBKIMBERLY-CLARK CORP$110.19-2.67%$2.1M0.17%HELD
57PFEPFIZER INC$24.91-0.95%$2.1M0.17%HELD
58DOWDOW HLDGS INC$30.09-1.18%$2.0M0.16%HELD
59KEYSKEYSIGHT TECHNOLOGIES INC$312.695.38%$575K0.05%HELD
60WABWABTEC$292.460.24%$368K0.03%HELD
61VSNTVERSANT MEDIA GROUP INC$35.89-2.87%$366K0.03%HELD
62CITHE CIGNA GROUP$287.66-2.97%$312K0.03%HELD
63ROPROPER TECHNOLOGIES INC$389.25-4.61%$299K0.02%HELD
64PANWPALO ALTO NETWORKS INC$325.683.67%$298K0.02%HELD
65AAGILENT TECHNOLOGIES INC$138.71-1.13%$267K0.02%HELD
66ROSTROSS STORES INC$252.570.24%$265K0.02%HELD
67TSCOTRACTOR SUPPLY CO$30.21-2.55%$254K0.02%HELD
68APDAIR PRODUCTS AND CHEMICALS I$300.202.02%$214K0.02%HELD
69MUFGMITSUBISHI UFJ FINANCIAL GRO$22.502.55%$204K0.02%HELD

Source: SEC EDGAR · accession 0001172661-26-001747. 13F discloses long positions only — shorts, foreign equities, and options are excluded.