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Windward Capital Management Co. /ca
Windward Capital Management Company, founded in 1996 and headquartered in Los Angeles, CA, is a full-service registered investment adviser specializing in comprehensive wealth management and financial planning. The firm primarily serves ultra-high-net-worth individuals, families, and institutions with tailored investment solutions and planning services. Windward Capital Management employs a team of experienced professionals dedicated to personalized client service and long-term financial stewardship.
Investment Strategy
Windward Capital Management employs a disciplined, research-driven investment strategy focused on long-term capital appreciation and risk management. The firm primarily invests in high-quality equities, constructing diversified portfolios tailored to client objectives. Their approach emphasizes fundamental analysis, sector diversification, and active portfolio management to capture growth opportunities and preserve capital through market cycles.
Latest 13F Filing Activity
Windward Capital Management Co. /ca filed their most recent 13F report on Jun 30, 2025 disclosing 71 equity positions with a total 13F market value of $1B. The fund increased holdings in Amazon Com Inc., Alphabet Inc., Alphabet Inc. among other positions. Windward Capital Management Co. /ca reduced exposure to Apple Inc., Fiserv Inc., Thermo Fisher Scientific Inc. among others.
Top Holdings
Equity Positions (71)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AAPL | APPLE INC | 14.45% | $170.3M | 829,844 | $40.74 | $205.17 | -$15.5M |
A AMZN | AMAZON COM INC | 7.29% | $85.9M | 391,674 | $26.18 | $219.39 | +$10.9M |
C COST | COSTCO WHSL CORP NEW | 5.83% | $68.7M | 69,400 | $143.09 | $989.94 | +$2.7M |
C CRM | SALESFORCE INC | 4.42% | $52.1M | 190,934 | $59.58 | $272.69 | +$547.2K |
G GOOG | ALPHABET INC | 4.32% | $50.9M | 286,839 | $41.87 | $177.39 | +$5.8M |
Industry Allocation
Investment Team (1)
| Name | Role | Location | |
|---|---|---|---|
D Donald Bessler | Chief Investment Officer and Portfolio Manager | Thousand Oaks, CA , United States |
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