WINDWARD CAPITAL MANAGEMENT CO /CA Diversified Active

CIK: 0001078635 · Show all filings

Period: Q1 2022 (← Previous) (Next →)

Filing Date: Apr 20, 2022

Total Value ($000): $1,120,637 (100.0% shares, 0.0% debt)

Holdings (77)

AAPL APPLE INC 18.7%
Value ($000) $209,068 Shares 1,059,307 Est. Cost $87.30 Unrealized +88.8%
AMZN AMAZON.COM INC 6.2%
Value ($000) $69,903 Shares 21,443 Est. Cost $17.56 Unrealized +779.7%
ACCENTURE PLC F CLASS A 4.0%
Value ($000) $45,170 Shares 133,944 Est. Cost $93.18 Unrealized
SALESFORCE INC 3.9%
Value ($000) $43,760 Shares 206,107 Est. Cost $158.37 Unrealized
ALPHABET INC. CLASS C 3.9%
Value ($000) $43,306 Shares 15,505 Est. Cost $759.87 Unrealized
NKE NIKE INC CLASS B 3.9%
Value ($000) $43,196 Shares 321,018 Est. Cost $46.59 Unrealized +183.2%
COSTCO WHOLESALE CO 3.9%
Value ($000) $43,150 Shares 74,933 Est. Cost $132.10 Unrealized
ALPHABET INC. CLASS A 3.8%
Value ($000) $43,128 Shares 15,506 Est. Cost $778.01 Unrealized
NEXTERA ENERGY INC 3.4%
Value ($000) $38,392 Shares 453,218 Est. Cost $107.94 Unrealized
CVS CVS HEALTH CORP 2.7%
Value ($000) $29,958 Shares 295,998 Est. Cost $53.31 Unrealized +72.6%
ZOETIS INC CLASS A 2.5%
Value ($000) $28,499 Shares 151,113 Est. Cost $68.07 Unrealized
LINDE PLC F 2.4%
Value ($000) $26,433 Shares 82,751 Est. Cost $158.51 Unrealized
CNI CANADIAN NATL RAILWY F 2.3%
Value ($000) $25,338 Shares 188,893 Est. Cost $46.10 Unrealized +151.0%
LMT LOCKHEED MARTIN CORP 2.3%
Value ($000) $25,336 Shares 57,398 Est. Cost $220.86 Unrealized +65.3%
DIS WALT DISNEY CO 2.1%
Value ($000) $23,742 Shares 173,098 Est. Cost $107.90 Unrealized +30.9%
FISV FISERV INC 2.0%
Value ($000) $22,354 Shares 220,457 Est. Cost $52.60 Unrealized +92.4%
TMO THERMO FISHER SCNTFC 1.9%
Value ($000) $21,810 Shares 36,926 Est. Cost $460.10 Unrealized +23.5%
PG PROCTER & GAMBLE 1.9%
Value ($000) $21,780 Shares 142,539 Est. Cost $61.97 Unrealized +129.4%
CME GROUP INC CLASS A 1.9%
Value ($000) $21,183 Shares 89,056 Est. Cost $121.92 Unrealized
MAR MARRIOTT INTL INC CLASS A 1.8%
Value ($000) $20,481 Shares 116,536 Est. Cost $58.31 Unrealized +175.0%
PEP PEPSICO INC 1.8%
Value ($000) $19,695 Shares 117,664 Est. Cost $67.35 Unrealized +120.4%
RAYTHEON TECHNOLOGIES CO 1.3%
Value ($000) $14,949 Shares 150,892 Est. Cost $61.62 Unrealized
TER TERADYNE INCORPORATE 1.2%
Value ($000) $13,147 Shares 111,199 Est. Cost $105.62 Unrealized +17.9%
TJX TJX COMPANIES INC 1.1%
Value ($000) $12,775 Shares 210,878 Est. Cost $41.22 Unrealized +53.4%
COMCAST CORP CLASS A 1.1%
Value ($000) $12,065 Shares 257,690 Est. Cost $44.16 Unrealized
CMI CUMMINS INC 1.0%
Value ($000) $11,632 Shares 56,713 Est. Cost $92.71 Unrealized +112.1%
PAYPAL HOLDINGS INCORPOR 1.0%
Value ($000) $11,563 Shares 99,985 Est. Cost $32.59 Unrealized
MSFT MICROSOFT CORP 0.8%
Value ($000) $9,260 Shares 30,035 Est. Cost $88.95 Unrealized +227.6%
BA BOEING CO 0.8%
Value ($000) $9,122 Shares 47,631 Est. Cost $245.02 Unrealized -18.1%
SBUX STARBUCKS CORP 0.8%
Value ($000) $9,054 Shares 99,530 Est. Cost $38.36 Unrealized +124.0%
JPMORGAN CHASE & CO 0.6%
Value ($000) $7,149 Shares 52,441 Est. Cost $86.31 Unrealized
DE DEERE & CO 0.6%
Value ($000) $6,825 Shares 16,427 Est. Cost $118.55 Unrealized +206.2%
CARRIER GLOBAL CORP 0.6%
Value ($000) $6,701 Shares 146,102 Est. Cost $22.22 Unrealized
ILMN ILLUMINA INC 0.6%
Value ($000) $6,580 Shares 18,832 Est. Cost $170.46 Unrealized +98.2%
UNP UNION PACIFIC CORP 0.6%
Value ($000) $6,301 Shares 23,063 Est. Cost $169.20 Unrealized +36.3%
DUPONT DE NEMOURS INC 0.5%
Value ($000) $5,961 Shares 81,008 Est. Cost $74.59 Unrealized
OTIS WORLDWIDE CORP 0.5%
Value ($000) $5,667 Shares 73,651 Est. Cost $56.87 Unrealized
ADP AUTO DATA PROCESSING 0.5%
Value ($000) $5,432 Shares 23,873 Est. Cost $104.19 Unrealized +89.0%
SEAGATE TECHNOLOGY HLD F 0.5%
Value ($000) $5,412 Shares 60,200 Est. Cost $88.24 Unrealized
AMGN AMGEN INC. 0.5%
Value ($000) $5,331 Shares 22,047 Est. Cost $114.75 Unrealized +77.2%
WASTE MANAGEMENT INC 0.4%
Value ($000) $4,992 Shares 31,498 Est. Cost $87.28 Unrealized
NSRGY NESTLE S A F SPONSORED ADR 1 A 0.4%
Value ($000) $4,867 Shares 37,260 Est. Cost $95.27 Unrealized
WELLTOWER INC REIT 0.4%
Value ($000) $4,723 Shares 49,123 Est. Cost $69.61 Unrealized
CORTEVA INC 0.4%
Value ($000) $4,645 Shares 80,817 Est. Cost $29.53 Unrealized
DUKE ENERGY CORP 0.4%
Value ($000) $4,563 Shares 40,868 Est. Cost $82.08 Unrealized
HD HOME DEPOT INC 0.4%
Value ($000) $4,196 Shares 14,017 Est. Cost $144.48 Unrealized +117.3%
WMT WALMART INC 0.4%
Value ($000) $4,118 Shares 27,654 Est. Cost $28.51 Unrealized +56.4%
PFE PFIZER INC 0.4%
Value ($000) $4,031 Shares 77,869 Est. Cost $18.92 Unrealized +124.5%
WY WEYERHAEUSER CO REIT 0.4%
Value ($000) $4,009 Shares 105,775 Est. Cost $22.55 Unrealized +51.3%
DOMINION ENERGY INC 0.3%
Value ($000) $3,918 Shares 46,113 Est. Cost $76.60 Unrealized
A T & T INC 0.3%
Value ($000) $3,854 Shares 163,101 Est. Cost $29.79 Unrealized
EMR EMERSON ELECTRIC CO 0.3%
Value ($000) $3,779 Shares 38,541 Est. Cost $53.29 Unrealized +64.1%
PCH POTLATCH CORP REIT 0.3%
Value ($000) $3,776 Shares 71,607 Est. Cost $53.85 Unrealized
BMY BRISTOL-MYERS SQUIBB 0.3%
Value ($000) $3,347 Shares 45,834 Est. Cost $42.71 Unrealized +33.1%
JNJ JOHNSON & JOHNSON 0.3%
Value ($000) $3,334 Shares 18,811 Est. Cost $77.35 Unrealized +96.3%
VERIZON COMMUNICATN 0.3%
Value ($000) $3,272 Shares 64,242 Est. Cost $52.89 Unrealized
IBM IBM CORP 0.3%
Value ($000) $3,146 Shares 24,198 Est. Cost $105.39 Unrealized +6.4%
INTC INTEL CORP 0.3%
Value ($000) $3,053 Shares 61,602 Est. Cost $37.86 Unrealized +22.0%
PM PHILIP MORRIS INTL 0.3%
Value ($000) $2,989 Shares 31,817 Est. Cost $53.28 Unrealized +55.4%
KMB KIMBERLY CLARK CORP 0.3%
Value ($000) $2,946 Shares 23,921 Est. Cost $93.66 Unrealized +21.7%
DOW DOW INC 0.3%
Value ($000) $2,944 Shares 46,197 Est. Cost $40.56 Unrealized +19.0%
LYONDELLBASELL INDS F CLASS A 0.2%
Value ($000) $2,340 Shares 22,759 Est. Cost $88.10 Unrealized
ROP ROPER TECHNOLOGIES 0.1%
Value ($000) $933 Shares 1,975 Est. Cost $148.05 Unrealized +196.6%
KEYSIGHT TECH INC 0.1%
Value ($000) $794 Shares 5,024 Est. Cost $90.97 Unrealized
AGILENT TECHNOLOGIES 0.1%
Value ($000) $729 Shares 5,512 Est. Cost $65.45 Unrealized
ADOBE INC 0.1%
Value ($000) $663 Shares 1,456 Est. Cost $178.23 Unrealized
TSCO TRACTOR SUPPLY COMP 0.1%
Value ($000) $617 Shares 2,644 Est. Cost $12.74 Unrealized +224.0%
PANW PALO ALTO NETWORKS 0.0%
Value ($000) $477 Shares 767 Est. Cost $46.88 Unrealized +90.9%
APD AIR PROD & CHEMICALS 0.0%
Value ($000) $431 Shares 1,724 Est. Cost $84.94 Unrealized +173.0%
D R HORTON CO 0.0%
Value ($000) $427 Shares 5,726 Est. Cost $56.99 Unrealized
YUM YUM BRANDS INC 0.0%
Value ($000) $352 Shares 2,971 Est. Cost $44.62 Unrealized +156.3%
WAB WABTEC 0.0%
Value ($000) $340 Shares 3,535 Est. Cost $55.96 Unrealized +61.9%
TWITTER INC 0.0%
Value ($000) $328 Shares 8,480 Est. Cost $54.37 Unrealized
UNITY SOFTWARE INC 0.0%
Value ($000) $299 Shares 3,017 Est. Cost $113.74 Unrealized
UNITEDHEALTH GRP INC 0.0%
Value ($000) $266 Shares 522 Est. Cost $400.00 Unrealized
ROST ROSS STORES INC 0.0%
Value ($000) $266 Shares 2,941 Est. Cost $73.04 Unrealized +24.7%
TMUS T-MOBILE US INC 0.0%
Value ($000) $265 Shares 2,062 Est. Cost $95.15 Unrealized +20.9%