# EDGAR Filing Document

**Accession Number:** 0001078635
**File Stem:** 0001172661-25-003076
**Filing Date:** 2025-8
**Character Count:** 10930
**Document Hash:** 800f34757beed8233b4d56d73e939399
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001172661-25-003076.hdr.sgml**: 20250812

**ACCESSION NUMBER**: 0001172661-25-003076

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250630

**FILED AS OF DATE**: 20250812

**DATE AS OF CHANGE**: 20250812

**EFFECTIVENESS DATE**: 20250812

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** WINDWARD CAPITAL MANAGEMENT CO /CA
- **CENTRAL INDEX KEY:** 0001078635

**ORGANIZATION NAME:**
- **EIN:** 954553859
- **STATE OF INCORPORATION:** CA
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-11829
- **FILM NUMBER:** 251206177

**BUSINESS ADDRESS:**
- **STREET 1:** 11111 SANTA MONICA BLVD.
- **STREET 2:** SUITE 1200
- **CITY:** LOS ANGELES
- **STATE:** CA
- **ZIP:** 90025
- **BUSINESS PHONE:** 310 893-3000

**MAIL ADDRESS:**
- **STREET 1:** 11111 SANTA MONICA BLVD.
- **STREET 2:** SUITE 1200
- **CITY:** LOS ANGELES
- **STATE:** CA
- **ZIP:** 90025

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 06-30-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** WINDWARD CAPITAL MANAGEMENT CO /CA<br>**Address:** 11111 Santa Monica Blvd.<br>Suite 1200<br>Los Angeles, CA 90025

**Form 13F File Number:** 028-11829

**CRD Number (if applicable):** 000106908

**SEC File Number (if applicable):** 801-50819

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Jeremy Johnson<br>**Title:** Director of Compliance<br>**Phone:** 310-893-3014

**Signature, Place, and Date of Signing:**

/s/ Jeremy Johnson  Los Angeles, CA  08-12-2025<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 71

**Form 13F Information Table Value Total:** $1178506496

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ACCENTURE PLC IRELAND | SHS CLASS A | G1151C101 |  | 36958230 | 123652 | SH |  | SOLE |  | 48322 | 607 | 74723 |
| ADOBE INC | COM | 00724F101 |  | 365988 | 946 | SH |  | SOLE |  | 946 | 0 | 0 |
| AGILENT TECHNOLOGIES INC | COM | 00846U101 |  | 438455 | 3715 | SH |  | SOLE |  | 3715 | 0 | 0 |
| AIR PRODS  CHEMS INC | COM | 009158106 |  | 334986 | 1188 | SH |  | SOLE |  | 1188 | 0 | 0 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 50882355 | 286839 | SH |  | SOLE |  | 122364 | 1529 | 162946 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 50411867 | 286057 | SH |  | SOLE |  | 122110 | 1529 | 162418 |
| AMAZON COM INC | COM | 023135106 |  | 85929359 | 391674 | SH |  | SOLE |  | 168149 | 2100 | 221425 |
| AMGEN INC | COM | 031162100 |  | 5973381 | 21394 | SH |  | SOLE |  | 8833 | 115 | 12446 |
| APPLE INC | COM | 037833100 |  | 170259026 | 829844 | SH |  | SOLE |  | 342405 | 4106 | 483333 |
| ASML HOLDING N V | N Y REGISTRY SHS | N07059210 |  | 4789798 | 5976 | SH |  | SOLE |  | 2498 | 32 | 3446 |
| AT INC | COM | 00206R102 |  | 4618539 | 159590 | SH |  | SOLE |  | 34505 | 0 | 125085 |
| AUTOMATIC DATA PROCESSING IN | COM | 053015103 |  | 6856502 | 22232 | SH |  | SOLE |  | 5586 | 0 | 16646 |
| BLACKROCK INC | COM | 09290D101 |  | 40909377 | 38989 | SH |  | SOLE |  | 15584 | 184 | 23221 |
| BOEING CO | COM | 097023105 |  | 9323875 | 44499 | SH |  | SOLE |  | 18452 | 240 | 25807 |
| CANADIAN NATL RY CO | COM | 136375102 |  | 18564806 | 178439 | SH |  | SOLE |  | 73428 | 980 | 104031 |
| CARRIER GLOBAL CORPORATION | COM | 14448C104 |  | 10938417 | 149453 | SH |  | SOLE |  | 57038 | 644 | 91771 |
| CME GROUP INC | COM | 12572Q105 |  | 24146905 | 87609 | SH |  | SOLE |  | 33153 | 378 | 54078 |
| COMCAST CORP NEW | CL A | 20030N101 |  | 8956681 | 250957 | SH |  | SOLE |  | 104781 | 1366 | 144810 |
| CORTEVA INC | COM | 22052L104 |  | 5678581 | 76192 | SH |  | SOLE |  | 32229 | 413 | 43550 |
| COSTCO WHSL CORP NEW | COM | 22160K105 |  | 68701821 | 69400 | SH |  | SOLE |  | 29735 | 381 | 39284 |
| CUMMINS INC | COM | 231021106 |  | 17875414 | 54582 | SH |  | SOLE |  | 22695 | 294 | 31593 |
| CVS HEALTH CORP | COM | 126650100 |  | 20228818 | 293256 | SH |  | SOLE |  | 122554 | 1602 | 169100 |
| D R HORTON INC | COM | 23331A109 |  | 24312333 | 188584 | SH |  | SOLE |  | 76258 | 856 | 111470 |
| DEERE  CO | COM | 244199105 |  | 7747303 | 15236 | SH |  | SOLE |  | 3500 | 0 | 11736 |
| DISNEY WALT CO | COM | 254687106 |  | 20073600 | 161871 | SH |  | SOLE |  | 69289 | 863 | 91719 |
| DOW INC | COM | 260557103 |  | 1331320 | 50277 | SH |  | SOLE |  | 11083 | 0 | 39194 |
| DUKE ENERGY CORP NEW | COM NEW | 26441C204 |  | 7993766 | 67744 | SH |  | SOLE |  | 15739 | 0 | 52005 |
| DUPONT DE NEMOURS INC | COM | 26614N102 |  | 5345025 | 77926 | SH |  | SOLE |  | 32562 | 422 | 44942 |
| EATON CORP PLC | SHS | G29183103 |  | 6186820 | 17331 | SH |  | SOLE |  | 3940 | 0 | 13391 |
| EMERSON ELEC CO | COM | 291011104 |  | 4791637 | 35938 | SH |  | SOLE |  | 8219 | 0 | 27719 |
| FISERV INC | COM | 337738108 |  | 35289741 | 204685 | SH |  | SOLE |  | 86171 | 1103 | 117411 |
| HOME DEPOT INC | COM | 437076102 |  | 4856862 | 13247 | SH |  | SOLE |  | 3032 | 0 | 10215 |
| INTERNATIONAL BUSINESS MACHS | COM | 459200101 |  | 6781435 | 23005 | SH |  | SOLE |  | 5257 | 0 | 17748 |
| KEYSIGHT TECHNOLOGIES INC | COM | 49338L103 |  | 544015 | 3320 | SH |  | SOLE |  | 3320 | 0 | 0 |
| KIMBERLY-CLARK CORP | COM | 494368103 |  | 2959474 | 22956 | SH |  | SOLE |  | 5303 | 0 | 17653 |
| LINDE PLC | SHS | G54950103 |  | 40995662 | 87377 | SH |  | SOLE |  | 33632 | 387 | 53358 |
| LOCKHEED MARTIN CORP | COM | 539830109 |  | 26237887 | 56652 | SH |  | SOLE |  | 21845 | 255 | 34552 |
| LYONDELLBASELL INDUSTRIES N | SHS - A - | N53745100 |  | 1751843 | 30277 | SH |  | SOLE |  | 6617 | 0 | 23660 |
| MARRIOTT INTL INC NEW | CL A | 571903202 |  | 29814723 | 109128 | SH |  | SOLE |  | 45799 | 593 | 62736 |
| MERCK  CO INC | COM | 58933Y105 |  | 2191162 | 27680 | SH |  | SOLE |  | 6378 | 0 | 21302 |
| MICROSOFT CORP | COM | 594918104 |  | 13711239 | 27566 | SH |  | SOLE |  | 6309 | 0 | 21257 |
| MITSUBISHI UFJ FINL GROUP IN | SPONSORED ADS | 606822104 |  | 259555 | 18918 | SH |  | SOLE |  | 18918 | 0 | 0 |
| NEXTERA ENERGY INC | COM | 65339F101 |  | 30317300 | 436723 | SH |  | SOLE |  | 168610 | 1965 | 266148 |
| NIKE INC | CL B | 654106103 |  | 21861261 | 307732 | SH |  | SOLE |  | 128964 | 1659 | 177109 |
| OTIS WORLDWIDE CORP | COM | 68902V107 |  | 7593384 | 76686 | SH |  | SOLE |  | 28917 | 324 | 47445 |
| PALO ALTO NETWORKS INC | COM | 697435105 |  | 615762 | 3009 | SH |  | SOLE |  | 3009 | 0 | 0 |
| PEPSICO INC | COM | 713448108 |  | 15237813 | 115403 | SH |  | SOLE |  | 43965 | 501 | 70937 |
| PFIZER INC | COM | 717081103 |  | 1856220 | 76577 | SH |  | SOLE |  | 16667 | 0 | 59910 |
| PHILIP MORRIS INTL INC | COM | 718172109 |  | 5540425 | 30420 | SH |  | SOLE |  | 6519 | 0 | 23901 |
| POTLATCHDELTIC CORPORATION | COM | 737630103 |  | 2662403 | 69388 | SH |  | SOLE |  | 15181 | 0 | 54207 |
| PROCTER AND GAMBLE CO | COM | 742718109 |  | 21738328 | 136444 | SH |  | SOLE |  | 51138 | 568 | 84738 |
| ROPER TECHNOLOGIES INC | COM | 776696106 |  | 764217 | 1348 | SH |  | SOLE |  | 1348 | 0 | 0 |
| ROSS STORES INC | COM | 778296103 |  | 255679 | 2004 | SH |  | SOLE |  | 2004 | 0 | 0 |
| RTX CORPORATION | COM | 75513E101 |  | 20575438 | 140909 | SH |  | SOLE |  | 56776 | 653 | 83480 |
| SALESFORCE INC | COM | 79466L302 |  | 52065900 | 190934 | SH |  | SOLE |  | 81706 | 1026 | 108202 |
| SEAGATE TECHNOLOGY HLDNGS PL | ORD SHS | G7997R103 |  | 8122213 | 56275 | SH |  | SOLE |  | 12539 | 0 | 43736 |
| STARBUCKS CORP | COM | 855244109 |  | 311165 | 3396 | SH |  | SOLE |  | 3396 | 0 | 0 |
| TERADYNE INC | COM | 880770102 |  | 9364407 | 104142 | SH |  | SOLE |  | 43653 | 567 | 59922 |
| THERMO FISHER SCIENTIFIC INC | COM | 883556102 |  | 13951647 | 34410 | SH |  | SOLE |  | 14848 | 182 | 19380 |
| TJX COS INC NEW | COM | 872540109 |  | 24313497 | 196886 | SH |  | SOLE |  | 81659 | 1087 | 114140 |
| T-MOBILE US INC | COM | 872590104 |  | 339401 | 1424 | SH |  | SOLE |  | 1424 | 0 | 0 |
| TRACTOR SUPPLY CO | COM | 892356106 |  | 473699 | 8977 | SH |  | SOLE |  | 8977 | 0 | 0 |
| UNION PAC CORP | COM | 907818108 |  | 4815686 | 20931 | SH |  | SOLE |  | 6620 | 0 | 14311 |
| VERIZON COMMUNICATIONS INC | COM | 92343V104 |  | 2737697 | 63270 | SH |  | SOLE |  | 13718 | 0 | 49552 |
| WABTEC | COM | 929740108 |  | 502083 | 2398 | SH |  | SOLE |  | 2398 | 0 | 0 |
| WALMART INC | COM | 931142103 |  | 7549577 | 77210 | SH |  | SOLE |  | 17686 | 0 | 59524 |
| WASTE MGMT INC DEL | COM | 94106L109 |  | 6691125 | 29242 | SH |  | SOLE |  | 6715 | 0 | 22527 |
| WELLTOWER INC | COM | 95040Q104 |  | 7082157 | 46069 | SH |  | SOLE |  | 10572 | 0 | 35497 |
| WEYERHAEUSER CO MTN BE | COM NEW | 962166104 |  | 2591698 | 100883 | SH |  | SOLE |  | 23395 | 0 | 77488 |
| YUM BRANDS INC | COM | 988498101 |  | 299840 | 2023 | SH |  | SOLE |  | 2023 | 0 | 0 |
| ZOETIS INC | CL A | 98978V103 |  | 21957891 | 140801 | SH |  | SOLE |  | 58648 | 776 | 81377 |

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