Windward Capital Management Co Portfolio Stock Holdings

Windward Capital Management Co disclosed 73 stock positions valued at approximately $1.3 billion in its latest SEC 13F filing. The largest holdings include APPLE INC, ALPHABET INC, and ALPHABET INC. The filing reflects positions held as of June 30, 2026 and was filed on August 7, 2026.

Report Period
June 30, 2026
No. of Stocks
73
Portfolio Value
$1.3B
Holdings by Sector
Windward Capital Management Co Portfolio Holdings in Q2 2026

70 holdings in the latest reporting period.

Page 1 of 1
CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
APPLE INCAAPLTechnology16.65%759,846-4,572-0.60%$219,869,139
ALPHABET INCGOOGLCommunication Services7.27%268,494-2,587-0.95%$95,951,551
ALPHABET INCGOOGCommunication Services7.21%269,380-2,538-0.93%$95,179,923
AMAZON COM INCAMZNConsumer Cyclical6.62%366,840-3,301-0.89%$87,432,646
COSTCO WHOLESALE CORPORATIONCOSTConsumer Defensive4.61%65,082-570-0.87%$60,882,578
TERADYNE INCTERTechnology3.59%97,979-976-0.99%$47,406,047
LINDE PLCLINOther3.25%82,747-465-0.56%$42,940,825
MARRIOTT INTL INC NEWMARConsumer Cyclical2.90%103,367-914-0.88%$38,306,908
CUMMINS INCCMIIndustrials2.81%52,083-426-0.81%$37,145,892
NEXTERA ENERGY INCNEEUtilities2.79%420,166-364-0.09%$36,877,970
BLACKROCK INCBLKOther2.70%37,096-166-0.45%$35,669,836
CVS HEALTH CORPCVSHealthcare2.23%285,129-1,016-0.36%$29,496,604
D R HORTON INCDHIConsumer Cyclical2.18%176,617-1,084-0.61%$28,767,304
TJX COS INC NEWTJXConsumer Cyclical2.15%187,502-1,446-0.77%$28,406,587
SALESFORCE INCCRMTechnology2.13%179,899-1,428-0.79%$28,183,041
LOCKHEED MARTIN CORPLMTIndustrials2.09%54,292-138-0.25%$27,659,662
RTX CORPORATIONRTXIndustrials1.91%132,879-705-0.53%$25,211,180
CME GROUP INCCMEFinancial Services1.88%112,320-387-0.34%$24,803,653
SEAGATE TECHNOLOGY HLDNGS PLSTXOther1.64%22,412-14,329-39.00%$21,627,865
PROCTER & GAMBLE COPGConsumer Defensive1.60%143,741+50+0.03%$21,078,145
CANADIAN NATL RY COCNIIndustrials1.54%170,467-1,161-0.68%$20,326,519
PEPSICO INCPEPConsumer Defensive1.34%130,356+446+0.34%$17,650,230
THERMO FISHER SCIENTIFIC INCTMOHealthcare1.21%32,004-313-0.97%$16,045,279
DISNEY WALT CODISCommunication Services1.12%153,267-1,530-0.99%$14,751,990
ACCENTURE PLC IRELANDACNTechnology1.12%118,419-241-0.20%$14,736,083
NIKE INCNKEConsumer Cyclical0.92%296,085-860-0.29%$12,154,299
ASML HLDG NVASMLOther0.83%5,532-56-1.00%$11,005,648
CARRIER GLOBAL CORPORATIONCARRIndustrials0.79%141,815-567-0.40%$10,402,123
WELLTOWER INCWELLReal Estate0.75%43,385+321+0.75%$9,847,070
ZOETIS INCZTSHealthcare0.73%134,597-529-0.39%$9,672,139
MICROSOFT CORPMSFTTechnology0.73%25,705+203+0.80%$9,588,333
DEERE & CODEIndustrials0.68%14,224+113+0.80%$9,022,513
BOEING COBAIndustrials0.68%41,670-456-1.08%$9,020,305
WALMART INCWMTConsumer Defensive0.62%71,988+722+1.01%$8,153,322
DUKE ENERGY CORP NEWDUKUtilities0.62%64,368+796+1.25%$8,147,716
AMGEN INCAMGNHealthcare0.57%20,620-135-0.65%$7,466,943
EATON CORP PLCETNOther0.52%16,197+120+0.75%$6,901,998
INTERNATIONAL BUSINESS MACHSIBMTechnology0.46%21,778+241+1.12%$6,124,085
CORTEVA INCCTVABasic Materials0.46%72,214-564-0.77%$6,115,796
WASTE MGMT INC DELWMIndustrials0.46%27,397+225+0.83%$6,106,339
COMCAST CORP NEWCMCSACommunication Services0.45%244,699-102-0.04%$6,007,364
PHILIP MORRIS INTL INCPMConsumer Defensive0.45%33,055+516+1.59%$5,980,017
OTIS WORLDWIDE CORPOTISIndustrials0.40%73,090-115-0.16%$5,233,209
UNION PAC CORPUNPIndustrials0.39%18,971+177+0.94%$5,160,245
EMERSON ELEC COEMRIndustrials0.37%33,744+306+0.92%$4,830,416
AUTOMATIC DATA PROCESSING INADPTechnology0.35%20,804+244+1.19%$4,659,032
HOME DEPOT INCHDConsumer Cyclical0.33%12,535+135+1.09%$4,420,859
MERCK & CO INCMRKHealthcare0.26%26,382+290+1.11%$3,390,079
AT&T INCTCommunication Services0.24%153,249+2,223+1.47%$3,172,261
VERIZON COMMUNICATIONS INCVZCommunication Services0.20%62,031+1,154+1.90%$2,626,372
RAYONIER INCRYNReal Estate0.20%121,380+1,954+1.64%$2,582,961
KIMBERLY-CLARK CORPKMBConsumer Defensive0.18%22,110+369+1.70%$2,427,037
WEYERHAEUSER COWYReal Estate0.17%96,143+1,212+1.28%$2,301,661
SAIA INCSAIAIndustrials0.14%4,495+4,495+100.00%$1,893,114
PFIZER INCPFEHealthcare0.14%75,251+1,514+2.05%$1,812,050
LYONDELLBASELL INDUSTRIES NVLYBOther0.12%30,017+449+1.52%$1,580,399
DOW HLDGS INCDOWBasic Materials0.10%48,360+688+1.44%$1,323,130
INVESCO QQQ TRQQQOther0.06%1,135+1,135+100.00%$835,814
STATE STR SPDR S&P 500 ETF TSPYOther0.06%1,009+1,009+100.00%$753,491
KEYSIGHT TECHNOLOGIES INCKEYSTechnology0.05%1,996-42-2.06%$698,740
PALO ALTO NETWORKS INCPANWTechnology0.05%1,823-33-1.78%$621,679
WABTECWABIndustrials0.03%1,443-30-2.04%$389,007
THE CIGNA GROUPCIHealthcare0.02%1,176+6+0.51%$324,329
AGILENT TECHNOLOGIES INCAHealthcare0.02%2,304-39-1.66%$306,024
ROPER TECHNOLOGIES INCROPTechnology0.02%875+30+3.55%$296,007
ROSS STORES INCROSTConsumer Cyclical0.02%1,203-21-1.72%$255,964
MITSUBISHI UFJ FINANCIAL GROMUFGFinancial Services0.02%11,817-196-1.63%$235,040
STARBUCKS CORPSBUXConsumer Cyclical0.02%2,188-1,198-35.38%$223,577
AIR PRODUCTS AND CHEMICALS IAPDBasic Materials0.02%730-7-0.95%$214,089
YUM BRANDS INCYUMConsumer Cyclical0.02%1,260-743-37.09%$201,358