WINDWARD CAPITAL MANAGEMENT CO /CA Diversified Active

CIK: 0001078635 · Show all filings

Period: Q3 2022 (← Previous) (Next →)

Filing Date: Oct 14, 2022

Total Value ($000): $884,411 (100.0% shares, 0.0% debt)

Holdings (78)

AAPL APPLE INC 16.0%
Value ($000) $141,714 Shares 1,025,433 Est. Cost $87.30 Unrealized +76.7%
AMZN AMAZON.COM INC 5.5%
Value ($000) $48,805 Shares 431,905 Est. Cost $119.79 Unrealized +5.5%
NEXTERA ENERGY INC 4.1%
Value ($000) $35,835 Shares 457,031 Est. Cost $107.94 Unrealized
COSTCO WHOLESALE CO 4.0%
Value ($000) $35,619 Shares 75,421 Est. Cost $132.10 Unrealized
ACCENTURE PLC F CLASS A 3.9%
Value ($000) $34,728 Shares 134,973 Est. Cost $93.18 Unrealized
ALPHABET INC. CLASS C 3.4%
Value ($000) $30,033 Shares 312,356 Est. Cost $129.30 Unrealized
ALPHABET INC. CLASS A 3.4%
Value ($000) $29,871 Shares 312,298 Est. Cost $129.73 Unrealized
SALESFORCE INC 3.4%
Value ($000) $29,854 Shares 207,550 Est. Cost $158.37 Unrealized
CVS CVS HEALTH CORP 3.2%
Value ($000) $28,433 Shares 298,128 Est. Cost $53.31 Unrealized +64.4%
NKE NIKE INC CLASS B 3.0%
Value ($000) $26,886 Shares 323,452 Est. Cost $46.59 Unrealized +118.0%
BLACKROCK INC 2.6%
Value ($000) $22,667 Shares 41,191 Est. Cost $609.02 Unrealized
ZOETIS INC CLASS A 2.6%
Value ($000) $22,574 Shares 152,229 Est. Cost $68.07 Unrealized
LINDE PLC F 2.5%
Value ($000) $22,498 Shares 83,453 Est. Cost $158.51 Unrealized
LMT LOCKHEED MARTIN CORP 2.5%
Value ($000) $22,354 Shares 57,868 Est. Cost $220.86 Unrealized +72.4%
FISV FISERV INC 2.4%
Value ($000) $20,784 Shares 222,125 Est. Cost $52.60 Unrealized +93.7%
CNI CANADIAN NATL RAILWY F 2.3%
Value ($000) $20,545 Shares 190,249 Est. Cost $46.10 Unrealized +141.5%
PEP PEPSICO INC 2.2%
Value ($000) $19,371 Shares 118,648 Est. Cost $67.35 Unrealized +129.3%
TMO THERMO FISHER SCNTFC 2.1%
Value ($000) $18,882 Shares 37,229 Est. Cost $460.10 Unrealized +20.4%
PG PROCTER & GAMBLE 2.1%
Value ($000) $18,177 Shares 143,978 Est. Cost $61.97 Unrealized +110.7%
DIS WALT DISNEY CO 1.9%
Value ($000) $16,458 Shares 174,464 Est. Cost $107.90 Unrealized -3.1%
MAR MARRIOTT INTL INC CLASS A 1.9%
Value ($000) $16,451 Shares 117,392 Est. Cost $58.31 Unrealized +153.3%
CME GROUP INC CLASS A 1.8%
Value ($000) $15,908 Shares 89,806 Est. Cost $121.92 Unrealized
TJX TJX COMPANIES INC 1.5%
Value ($000) $13,197 Shares 212,451 Est. Cost $41.22 Unrealized +45.3%
RAYTHEON TECHNOLOGIES CO 1.4%
Value ($000) $12,444 Shares 152,008 Est. Cost $61.62 Unrealized
CMI CUMMINS INC 1.3%
Value ($000) $11,626 Shares 57,127 Est. Cost $92.71 Unrealized +111.6%
PAYPAL HOLDINGS INCORPOR 1.0%
Value ($000) $8,668 Shares 100,712 Est. Cost $32.59 Unrealized
SBUX STARBUCKS CORP 1.0%
Value ($000) $8,437 Shares 100,120 Est. Cost $38.36 Unrealized +104.2%
TER TERADYNE INCORPORATE 1.0%
Value ($000) $8,428 Shares 112,157 Est. Cost $105.62 Unrealized -14.9%
COMCAST HOLDINGS INC CLASS A 0.9%
Value ($000) $7,617 Shares 259,724 Est. Cost $44.16 Unrealized
MSFT MICROSOFT CORP 0.8%
Value ($000) $7,084 Shares 30,418 Est. Cost $88.95 Unrealized +188.8%
BA BOEING CO 0.7%
Value ($000) $5,821 Shares 48,078 Est. Cost $245.02 Unrealized -37.4%
DE DEERE & CO 0.6%
Value ($000) $5,552 Shares 16,628 Est. Cost $118.55 Unrealized +175.4%
JPMORGAN CHASE & CO 0.6%
Value ($000) $5,519 Shares 52,821 Est. Cost $86.31 Unrealized
ADP AUTO DATA PROCESSING 0.6%
Value ($000) $5,465 Shares 24,160 Est. Cost $104.19 Unrealized +110.3%
CARRIER GLOBAL CORP 0.6%
Value ($000) $5,237 Shares 147,249 Est. Cost $22.22 Unrealized
WASTE MANAGEMENT INC 0.6%
Value ($000) $5,113 Shares 31,913 Est. Cost $87.28 Unrealized
AMGN AMGEN INC. 0.6%
Value ($000) $5,005 Shares 22,204 Est. Cost $114.75 Unrealized +89.9%
OTIS WORLDWIDE CORP 0.5%
Value ($000) $4,738 Shares 74,259 Est. Cost $56.87 Unrealized
CORTEVA INC 0.5%
Value ($000) $4,648 Shares 81,330 Est. Cost $29.53 Unrealized
UNP UNION PACIFIC CORP 0.5%
Value ($000) $4,547 Shares 23,342 Est. Cost $169.20 Unrealized +20.7%
NSRGY NESTLE S A F SPONSORED ADR 1 A 0.5%
Value ($000) $4,118 Shares 37,853 Est. Cost $95.27 Unrealized
DUPONT DE NEMOURS INC IA 0.5%
Value ($000) $4,114 Shares 81,614 Est. Cost $74.59 Unrealized
HD HOME DEPOT INC 0.4%
Value ($000) $3,919 Shares 14,202 Est. Cost $144.48 Unrealized +87.3%
DUKE ENERGY CORP 0.4%
Value ($000) $3,851 Shares 41,395 Est. Cost $82.08 Unrealized
WMT WALMART INC 0.4%
Value ($000) $3,634 Shares 28,022 Est. Cost $28.51 Unrealized +47.3%
ILMN ILLUMINA INC 0.4%
Value ($000) $3,622 Shares 18,983 Est. Cost $170.46 Unrealized +16.1%
PFE PFIZER INC 0.4%
Value ($000) $3,453 Shares 78,915 Est. Cost $18.92 Unrealized +113.6%
BMY BRISTOL-MYERS SQUIBB 0.4%
Value ($000) $3,300 Shares 46,424 Est. Cost $42.71 Unrealized +45.9%
SEAGATE TECHNOLOGY HLD F 0.4%
Value ($000) $3,242 Shares 60,901 Est. Cost $88.24 Unrealized
DOMINION ENERGY INC 0.4%
Value ($000) $3,228 Shares 46,705 Est. Cost $76.60 Unrealized
WELLTOWER INC REIT 0.4%
Value ($000) $3,201 Shares 49,769 Est. Cost $69.61 Unrealized
JNJ JOHNSON & JOHNSON 0.4%
Value ($000) $3,114 Shares 19,064 Est. Cost $77.35 Unrealized +97.7%
WY WEYERHAEUSER CO REIT 0.3%
Value ($000) $3,059 Shares 107,103 Est. Cost $22.55 Unrealized +33.5%
PCH POTLATCH CORP REIT 0.3%
Value ($000) $2,985 Shares 72,742 Est. Cost $53.85 Unrealized
IBM IBM CORP 0.3%
Value ($000) $2,922 Shares 24,592 Est. Cost $105.49 Unrealized +9.6%
EMR EMERSON ELECTRIC CO 0.3%
Value ($000) $2,856 Shares 39,009 Est. Cost $53.29 Unrealized +45.7%
KMB KIMBERLY CLARK CORP 0.3%
Value ($000) $2,727 Shares 24,235 Est. Cost $93.66 Unrealized +22.1%
PM PHILIP MORRIS INTL 0.3%
Value ($000) $2,674 Shares 32,217 Est. Cost $53.28 Unrealized +51.9%
A T & T INC 0.3%
Value ($000) $2,543 Shares 165,791 Est. Cost $29.79 Unrealized
VERIZON COMMUNICATN 0.3%
Value ($000) $2,470 Shares 65,059 Est. Cost $52.89 Unrealized
DOW DOW INC 0.2%
Value ($000) $2,056 Shares 46,811 Est. Cost $40.56 Unrealized +2.2%
LYONDELLBASELL INDS F CLASS A 0.2%
Value ($000) $1,734 Shares 23,033 Est. Cost $88.10 Unrealized
INTC INTEL CORP 0.2%
Value ($000) $1,608 Shares 62,382 Est. Cost $37.86 Unrealized -14.7%
KEYSIGHT TECH INC 0.1%
Value ($000) $783 Shares 4,974 Est. Cost $90.97 Unrealized
ROP ROPER TECHNOLOGIES 0.1%
Value ($000) $702 Shares 1,951 Est. Cost $148.05 Unrealized +169.1%
AGILENT TECHNOLOGIES 0.1%
Value ($000) $664 Shares 5,460 Est. Cost $65.45 Unrealized
TSCO TRACTOR SUPPLY COMP 0.1%
Value ($000) $487 Shares 2,619 Est. Cost $12.74 Unrealized +188.0%
WBD WARNER BROTHERS DISCOVER 0.1%
Value ($000) $462 Shares 40,179 Est. Cost $18.55 Unrealized -26.7%
APD AIR PROD & CHEMICALS 0.0%
Value ($000) $397 Shares 1,706 Est. Cost $84.94 Unrealized +166.5%
ADOBE INC 0.0%
Value ($000) $397 Shares 1,443 Est. Cost $178.23 Unrealized
D R HORTON CO 0.0%
Value ($000) $381 Shares 5,658 Est. Cost $56.99 Unrealized
PANW PALO ALTO NETWORKS 0.0%
Value ($000) $372 Shares 2,272 Est. Cost $73.29 Unrealized +18.2%
TWITTER INC 0.0%
Value ($000) $368 Shares 8,391 Est. Cost $54.37 Unrealized
YUM YUM BRANDS INC 0.0%
Value ($000) $312 Shares 2,936 Est. Cost $44.62 Unrealized +143.7%
WAB WABTEC 0.0%
Value ($000) $285 Shares 3,498 Est. Cost $55.96 Unrealized +54.9%
TMUS T-MOBILE US INC 0.0%
Value ($000) $273 Shares 2,034 Est. Cost $95.15 Unrealized +42.6%
UNITEDHEALTH GRP INC 0.0%
Value ($000) $260 Shares 515 Est. Cost $400.00 Unrealized
ROST ROSS STORES INC 0.0%
Value ($000) $245 Shares 2,907 Est. Cost $73.04 Unrealized +11.9%