WINDWARD CAPITAL MANAGEMENT CO /CA Diversified Active

CIK: 0001078635 · Show all filings

Period: Q2 2022 (← Previous) (Next →)

Filing Date: Jul 8, 2022

Total Value ($000): $929,263 (100.0% shares, 0.0% debt)

Holdings (78)

AAPL APPLE INC 15.1%
Value ($000) $139,942 Shares 1,023,572 Est. Cost $87.30 Unrealized +70.3%
AMZN AMAZON.COM INC 4.9%
Value ($000) $45,817 Shares 431,377 Est. Cost $119.79 Unrealized +4.5%
ACCENTURE PLC F CLASS A 4.0%
Value ($000) $37,397 Shares 134,692 Est. Cost $93.18 Unrealized
COSTCO WHOLESALE CO 3.9%
Value ($000) $36,103 Shares 75,329 Est. Cost $132.10 Unrealized
NEXTERA ENERGY INC 3.8%
Value ($000) $35,323 Shares 456,014 Est. Cost $107.94 Unrealized
SALESFORCE INC 3.7%
Value ($000) $34,210 Shares 207,285 Est. Cost $158.37 Unrealized
ALPHABET INC. FORWARD SPLIT WI 3.7%
Value ($000) $34,122 Shares 15,599 Est. Cost $759.87 Unrealized
ALPHABET INC. FORWARD SPLIT WI 3.7%
Value ($000) $33,988 Shares 15,596 Est. Cost $778.01 Unrealized
NKE NIKE INC CLASS B 3.6%
Value ($000) $33,012 Shares 323,018 Est. Cost $46.59 Unrealized +138.9%
CVS CVS HEALTH CORP 3.0%
Value ($000) $27,585 Shares 297,711 Est. Cost $53.31 Unrealized +61.1%
ZOETIS INC CLASS A 2.8%
Value ($000) $26,130 Shares 152,020 Est. Cost $68.07 Unrealized
BLACKROCK INC 2.7%
Value ($000) $25,040 Shares 41,115 Est. Cost $609.02 Unrealized
LMT LOCKHEED MARTIN CORP 2.7%
Value ($000) $24,829 Shares 57,749 Est. Cost $220.86 Unrealized +80.2%
LINDE PLC F 2.6%
Value ($000) $23,939 Shares 83,258 Est. Cost $158.51 Unrealized
CNI CANADIAN NATL RAILWY F 2.3%
Value ($000) $21,370 Shares 190,014 Est. Cost $46.10 Unrealized +135.7%
PG PROCTER & GAMBLE 2.2%
Value ($000) $20,641 Shares 143,551 Est. Cost $61.97 Unrealized +121.5%
TMO THERMO FISHER SCNTFC 2.2%
Value ($000) $20,191 Shares 37,165 Est. Cost $460.10 Unrealized +18.4%
FISV FISERV INC 2.1%
Value ($000) $19,736 Shares 221,825 Est. Cost $52.60 Unrealized +84.4%
PEP PEPSICO INC 2.1%
Value ($000) $19,727 Shares 118,368 Est. Cost $67.35 Unrealized +122.4%
CME GROUP INC CLASS A 2.0%
Value ($000) $18,336 Shares 89,574 Est. Cost $121.92 Unrealized
DIS WALT DISNEY CO 1.8%
Value ($000) $16,446 Shares 174,217 Est. Cost $107.90 Unrealized +0.5%
MAR MARRIOTT INTL INC CLASS A 1.7%
Value ($000) $15,943 Shares 117,225 Est. Cost $58.31 Unrealized +173.5%
RAYTHEON TECHNOLOGIES CO 1.6%
Value ($000) $14,582 Shares 151,723 Est. Cost $61.62 Unrealized
TJX TJX COMPANIES INC 1.3%
Value ($000) $11,845 Shares 212,074 Est. Cost $41.22 Unrealized +39.3%
CMI CUMMINS INC 1.2%
Value ($000) $11,040 Shares 57,046 Est. Cost $92.71 Unrealized +97.4%
COMCAST CORP CLASS A 1.1%
Value ($000) $10,177 Shares 259,369 Est. Cost $44.16 Unrealized
TER TERADYNE INCORPORATE 1.1%
Value ($000) $10,025 Shares 111,953 Est. Cost $105.62 Unrealized -3.1%
MSFT MICROSOFT CORP 0.8%
Value ($000) $7,763 Shares 30,227 Est. Cost $88.95 Unrealized +196.2%
SBUX STARBUCKS CORP 0.8%
Value ($000) $7,642 Shares 100,031 Est. Cost $38.36 Unrealized +83.4%
PAYPAL HOLDINGS INCORPOR 0.8%
Value ($000) $7,023 Shares 100,562 Est. Cost $32.59 Unrealized
BA BOEING CO 0.7%
Value ($000) $6,561 Shares 47,987 Est. Cost $245.02 Unrealized -39.8%
JPMORGAN CHASE & CO 0.6%
Value ($000) $5,941 Shares 52,756 Est. Cost $86.31 Unrealized
AMGN AMGEN INC. 0.6%
Value ($000) $5,396 Shares 22,179 Est. Cost $114.75 Unrealized +90.5%
CARRIER GLOBAL CORP 0.6%
Value ($000) $5,241 Shares 146,962 Est. Cost $22.22 Unrealized
OTIS WORLDWIDE CORP 0.6%
Value ($000) $5,236 Shares 74,093 Est. Cost $56.87 Unrealized
ADP AUTO DATA PROCESSING 0.5%
Value ($000) $5,042 Shares 24,005 Est. Cost $104.19 Unrealized +94.4%
DE DEERE & CO 0.5%
Value ($000) $4,950 Shares 16,528 Est. Cost $118.55 Unrealized +194.9%
UNP UNION PACIFIC CORP 0.5%
Value ($000) $4,941 Shares 23,165 Est. Cost $169.20 Unrealized +23.4%
WASTE MANAGEMENT INC 0.5%
Value ($000) $4,849 Shares 31,697 Est. Cost $87.28 Unrealized
DUPONT DE NEMOURS INC 0.5%
Value ($000) $4,528 Shares 81,467 Est. Cost $74.59 Unrealized
DUKE ENERGY CORP 0.5%
Value ($000) $4,408 Shares 41,115 Est. Cost $82.08 Unrealized
CORTEVA INC 0.5%
Value ($000) $4,397 Shares 81,207 Est. Cost $29.53 Unrealized
NSRGY NESTLE S A F SPONSORED ADR 1 A 0.5%
Value ($000) $4,363 Shares 37,484 Est. Cost $95.27 Unrealized
SEAGATE TECHNOLOGY HLD F 0.5%
Value ($000) $4,328 Shares 60,579 Est. Cost $88.24 Unrealized
PFE PFIZER INC 0.4%
Value ($000) $4,109 Shares 78,364 Est. Cost $18.92 Unrealized +122.0%
WELLTOWER INC REIT 0.4%
Value ($000) $4,070 Shares 49,429 Est. Cost $69.61 Unrealized
HD HOME DEPOT INC 0.4%
Value ($000) $3,869 Shares 14,107 Est. Cost $144.48 Unrealized +86.2%
DOMINION ENERGY INC 0.4%
Value ($000) $3,704 Shares 46,404 Est. Cost $76.60 Unrealized
BMY BRISTOL-MYERS SQUIBB 0.4%
Value ($000) $3,550 Shares 46,107 Est. Cost $42.71 Unrealized +52.1%
WY WEYERHAEUSER CO REIT 0.4%
Value ($000) $3,525 Shares 106,441 Est. Cost $22.55 Unrealized +48.8%
ILMN ILLUMINA INC 0.4%
Value ($000) $3,495 Shares 18,955 Est. Cost $170.46 Unrealized +49.8%
A T & T INC 0.4%
Value ($000) $3,441 Shares 164,176 Est. Cost $29.79 Unrealized
IBM IBM CORP 0.4%
Value ($000) $3,438 Shares 24,348 Est. Cost $105.39 Unrealized +11.5%
WMT WALMART INC 0.4%
Value ($000) $3,382 Shares 27,821 Est. Cost $28.51 Unrealized +54.5%
JNJ JOHNSON & JOHNSON 0.4%
Value ($000) $3,361 Shares 18,932 Est. Cost $77.35 Unrealized +106.8%
VERIZON COMMUNICATN 0.4%
Value ($000) $3,280 Shares 64,637 Est. Cost $52.89 Unrealized
KMB KIMBERLY CLARK CORP 0.3%
Value ($000) $3,252 Shares 24,063 Est. Cost $93.66 Unrealized +22.5%
PCH POTLATCH CORP REIT 0.3%
Value ($000) $3,184 Shares 72,046 Est. Cost $53.85 Unrealized
PM PHILIP MORRIS INTL 0.3%
Value ($000) $3,161 Shares 32,010 Est. Cost $53.28 Unrealized +60.3%
EMR EMERSON ELECTRIC CO 0.3%
Value ($000) $3,084 Shares 38,777 Est. Cost $53.29 Unrealized +53.6%
DOW DOW INC 0.3%
Value ($000) $2,399 Shares 46,486 Est. Cost $40.56 Unrealized +27.7%
INTC INTEL CORP 0.2%
Value ($000) $2,319 Shares 61,994 Est. Cost $37.86 Unrealized +7.3%
LYONDELLBASELL INDS F CLASS A 0.2%
Value ($000) $2,003 Shares 22,899 Est. Cost $88.10 Unrealized
ROP ROPER TECHNOLOGIES 0.1%
Value ($000) $773 Shares 1,959 Est. Cost $148.05 Unrealized +187.0%
KEYSIGHT TECH INC 0.1%
Value ($000) $688 Shares 4,993 Est. Cost $90.97 Unrealized
AGILENT TECHNOLOGIES 0.1%
Value ($000) $651 Shares 5,479 Est. Cost $65.45 Unrealized
WBD WARNER BROTHERS DISCOVER 0.1%
Value ($000) $534 Shares 39,822 Est. Cost $18.55 Unrealized 0.0%
ADOBE INC 0.1%
Value ($000) $530 Shares 1,447 Est. Cost $178.23 Unrealized
TSCO TRACTOR SUPPLY COMP 0.1%
Value ($000) $509 Shares 2,628 Est. Cost $12.74 Unrealized +199.2%
APD AIR PROD & CHEMICALS 0.0%
Value ($000) $411 Shares 1,711 Est. Cost $84.94 Unrealized +160.1%
D R HORTON CO 0.0%
Value ($000) $376 Shares 5,688 Est. Cost $56.99 Unrealized
PANW PALO ALTO NETWORKS 0.0%
Value ($000) $376 Shares 761 Est. Cost $46.88 Unrealized +89.2%
YUM YUM BRANDS INC 0.0%
Value ($000) $335 Shares 2,949 Est. Cost $44.62 Unrealized +142.9%
TWITTER INC 0.0%
Value ($000) $315 Shares 8,421 Est. Cost $54.37 Unrealized
WAB WABTEC 0.0%
Value ($000) $288 Shares 3,508 Est. Cost $55.96 Unrealized +56.0%
TMUS T-MOBILE US INC 0.0%
Value ($000) $275 Shares 2,046 Est. Cost $95.15 Unrealized +32.5%
UNITEDHEALTH GRP INC 0.0%
Value ($000) $266 Shares 517 Est. Cost $400.00 Unrealized
ROST ROSS STORES INC 0.0%
Value ($000) $205 Shares 2,918 Est. Cost $73.04 Unrealized +17.0%