WENDELL DAVID ASSOCIATES INC Diversified Active

CIK: 0000878228 · Show all filings

Period: Q3 2013 (← Previous) (Next →)

Filing Date: Oct 22, 2013

Total Value ($000): $417,049 (100.0% shares, 0.0% debt)

Holdings (135)

ADP Automatic Data Processing 4.4%
Value ($000) $18,148 Shares 252,052 Est. Cost $45.09 Unrealized +7.2%
XOM ExxonMobil 4.2%
Value ($000) $17,556 Shares 204,142 Est. Cost $53.70 Unrealized +0.9%
ECL Ecolab 3.5%
Value ($000) $14,551 Shares 146,980 Est. Cost $73.60 Unrealized +10.3%
KO Coca-Cola 3.5%
Value ($000) $14,405 Shares 379,081 Est. Cost $27.85 Unrealized -3.9%
CL Colgate-Palmolive 3.2%
Value ($000) $13,304 Shares 225,490 Est. Cost $44.38 Unrealized +0.4%
MCD McDonald's 3.0%
Value ($000) $12,424 Shares 129,420 Est. Cost $71.80 Unrealized -1.7%
TJX TJX Companies 2.9%
Value ($000) $12,215 Shares 218,117 Est. Cost $20.84 Unrealized +8.1%
JNJ Johnson & Johnson 2.8%
Value ($000) $11,648 Shares 133,885 Est. Cost $59.66 Unrealized +6.5%
MA MasterCard 2.8%
Value ($000) $11,494 Shares 17,079 Est. Cost $51.54 Unrealized +13.1%
IBM IBM 2.4%
Value ($000) $9,892 Shares 53,472 Est. Cost $118.94 Unrealized -6.2%
United Technologies 2.3%
Value ($000) $9,753 Shares 90,302 Est. Cost $93.00 Unrealized
NKE NIKE 'B' 2.2%
Value ($000) $9,352 Shares 128,107 Est. Cost $26.53 Unrealized +5.3%
PG Procter & Gamble 2.2%
Value ($000) $9,087 Shares 119,567 Est. Cost $55.00 Unrealized +2.2%
Sigma-Aldrich 2.1%
Value ($000) $8,667 Shares 101,968 Est. Cost $80.00 Unrealized
Stericycle 2.1%
Value ($000) $8,582 Shares 74,630 Est. Cost $110.05 Unrealized
MKC McCormick & Co. 2.0%
Value ($000) $8,400 Shares 129,225 Est. Cost $28.19 Unrealized -2.1%
ABBV AbbVie 1.9%
Value ($000) $8,120 Shares 180,449 Est. Cost $26.55 Unrealized +2.3%
SYK Stryker 1.9%
Value ($000) $8,047 Shares 118,332 Est. Cost $56.92 Unrealized +4.4%
CHD Church & Dwight 1.8%
Value ($000) $7,605 Shares 126,746 Est. Cost $26.18 Unrealized -1.0%
ABT Abbott Labs 1.8%
Value ($000) $7,589 Shares 229,956 Est. Cost $28.85 Unrealized -4.0%
AAPL Apple, Inc. 1.7%
Value ($000) $7,226 Shares 15,149 Est. Cost $13.16 Unrealized +8.5%
QCOM QUALCOMM 1.6%
Value ($000) $6,642 Shares 99,133 Est. Cost $45.13 Unrealized +3.2%
PEP PepsiCo 1.6%
Value ($000) $6,533 Shares 81,662 Est. Cost $56.00 Unrealized +1.4%
Praxair 1.4%
Value ($000) $5,949 Shares 49,578 Est. Cost $115.08 Unrealized
Celgene 1.4%
Value ($000) $5,747 Shares 37,320 Est. Cost $117.01 Unrealized
RHHBY Roche Holding Ltd ADR 1.3%
Value ($000) $5,509 Shares 81,020 Est. Cost $62.90 Unrealized
Walgreen 1.2%
Value ($000) $5,178 Shares 95,883 Est. Cost $44.00 Unrealized
MSFT Microsoft 1.2%
Value ($000) $5,006 Shares 151,689 Est. Cost $26.70 Unrealized +1.1%
FISV Fiserv 1.1%
Value ($000) $4,679 Shares 46,325 Est. Cost $21.93 Unrealized +10.3%
SYY Sysco Corp. 1.1%
Value ($000) $4,414 Shares 137,930 Est. Cost $24.40 Unrealized -1.7%
EOG EOG Resources 1.0%
Value ($000) $4,155 Shares 24,585 Est. Cost $47.45 Unrealized +18.8%
Accenture Ltd 'A' 1.0%
Value ($000) $4,074 Shares 55,060 Est. Cost $72.00 Unrealized
GWW Grainger, W.W. 1.0%
Value ($000) $4,039 Shares 15,417 Est. Cost $202.82 Unrealized +4.9%
DHR Danaher 0.9%
Value ($000) $3,907 Shares 56,618 Est. Cost $25.12 Unrealized +9.1%
FDS FactSet Research Systems 0.9%
Value ($000) $3,780 Shares 34,680 Est. Cost $83.78 Unrealized +12.9%
INTU Intuit 0.9%
Value ($000) $3,676 Shares 55,701 Est. Cost $54.60 Unrealized +6.5%
WMT Wal-Mart Stores 0.9%
Value ($000) $3,590 Shares 48,515 Est. Cost $19.98 Unrealized -1.0%
USB US Bancorp 0.8%
Value ($000) $3,420 Shares 92,419 Est. Cost $22.44 Unrealized +8.5%
BF/B Brown-Forman 'B' 0.8%
Value ($000) $3,416 Shares 50,237 Est. Cost $22.69 Unrealized +0.5%
DE Deere & Company 0.8%
Value ($000) $3,133 Shares 38,680 Est. Cost $68.04 Unrealized -3.1%
Panera Bread 0.7%
Value ($000) $3,073 Shares 19,325 Est. Cost $185.02 Unrealized
EMR Emerson Electric 0.7%
Value ($000) $2,935 Shares 45,159 Est. Cost $40.02 Unrealized +9.5%
ITW Illinois Tool Works 0.7%
Value ($000) $2,929 Shares 38,534 Est. Cost $49.85 Unrealized +9.9%
NextEra Energy 0.7%
Value ($000) $2,856 Shares 35,696 Est. Cost $81.00 Unrealized
General Electric 0.7%
Value ($000) $2,761 Shares 115,025 Est. Cost $23.05 Unrealized
HP Helmerich & Payne 0.6%
Value ($000) $2,551 Shares 36,972 Est. Cost $61.62 Unrealized +7.1%
T A T & T 0.6%
Value ($000) $2,516 Shares 73,993 Est. Cost $11.40 Unrealized -3.9%
CSCO Cisco Systems 0.6%
Value ($000) $2,425 Shares 105,449 Est. Cost $15.28 Unrealized +10.8%
NVO Novo Nordisk ADR 0.6%
Value ($000) $2,401 Shares 14,205 Est. Cost $156.15 Unrealized
Merck 0.5%
Value ($000) $2,227 Shares 46,397 Est. Cost $46.11 Unrealized
LLY Lilly, Eli 0.5%
Value ($000) $2,193 Shares 43,868 Est. Cost $42.21 Unrealized -2.9%
PAYX Paychex 0.5%
Value ($000) $2,158 Shares 52,642 Est. Cost $25.02 Unrealized +8.0%
FAST Fastenal 0.5%
Value ($000) $2,098 Shares 41,950 Est. Cost $8.84 Unrealized -2.8%
APD Air Products 0.5%
Value ($000) $2,044 Shares 19,107 Est. Cost $61.55 Unrealized +13.9%
PM Philip Morris Int'l 0.5%
Value ($000) $2,025 Shares 23,277 Est. Cost $49.85 Unrealized -5.0%
VZ Verizon Communications 0.5%
Value ($000) $1,963 Shares 41,760 Est. Cost $27.02 Unrealized -3.3%
EXPD Expeditors Int'l 0.4%
Value ($000) $1,845 Shares 41,925 Est. Cost $31.69 Unrealized +11.4%
PFE Pfizer 0.4%
Value ($000) $1,752 Shares 60,406 Est. Cost $16.45 Unrealized -0.6%
IDXX IDEXX Labs 0.4%
Value ($000) $1,746 Shares 17,455 Est. Cost $43.86 Unrealized +9.6%
GILD Gilead Sciences 0.4%
Value ($000) $1,733 Shares 27,500 Est. Cost $36.21 Unrealized +14.7%
FLO Flowers Foods 0.4%
Value ($000) $1,716 Shares 81,700 Est. Cost $13.91 Unrealized +2.6%
INTC Intel 0.4%
Value ($000) $1,651 Shares 71,770 Est. Cost $17.18 Unrealized -1.6%
MMM 3M Company 0.4%
Value ($000) $1,635 Shares 13,743 Est. Cost $61.26 Unrealized +7.7%
Coach 0.4%
Value ($000) $1,568 Shares 28,505 Est. Cost $56.99 Unrealized
State Street Corp. 0.3%
Value ($000) $1,409 Shares 21,355 Est. Cost $65.00 Unrealized
Dentsply Int'l 0.3%
Value ($000) $1,406 Shares 32,687 Est. Cost $41.01 Unrealized
AMGN Amgen 0.3%
Value ($000) $1,404 Shares 12,540 Est. Cost $73.40 Unrealized +4.9%
Berkshire Hathaway 'B' 0.3%
Value ($000) $1,338 Shares 11,740 Est. Cost $112.01 Unrealized
SLB Schlumberger 0.3%
Value ($000) $1,287 Shares 14,630 Est. Cost $52.90 Unrealized +11.5%
LOW Lowe's 0.3%
Value ($000) $1,248 Shares 26,000 Est. Cost $32.16 Unrealized +13.2%
CVS CVS/Caremark 0.3%
Value ($000) $1,176 Shares 20,635 Est. Cost $41.50 Unrealized +3.1%
Marathon Oil 0.3%
Value ($000) $1,127 Shares 32,189 Est. Cost $35.00 Unrealized
Portfolio Recovery Associates 0.3%
Value ($000) $1,123 Shares 18,720 Est. Cost $90.12 Unrealized
Tiffany 0.3%
Value ($000) $1,112 Shares 14,440 Est. Cost $72.99 Unrealized
CVX Chevron 0.3%
Value ($000) $1,045 Shares 8,569 Est. Cost $71.38 Unrealized +2.4%
IRBTQ iRobot 0.2%
Value ($000) $1,037 Shares 27,290 Est. Cost $31.53 Unrealized +13.7%
BCPC Balchem 0.2%
Value ($000) $1,035 Shares 19,900 Est. Cost $41.81 Unrealized +10.3%
COP ConocoPhillips 0.2%
Value ($000) $1,030 Shares 14,712 Est. Cost $39.96 Unrealized +11.3%
HSIC Henry Schein 0.2%
Value ($000) $1,027 Shares 9,875 Est. Cost $36.80 Unrealized +10.0%
MPC Marathon Petroleum 0.2%
Value ($000) $1,025 Shares 16,015 Est. Cost $27.55 Unrealized -11.5%
HD Home Depot 0.2%
Value ($000) $1,007 Shares 13,255 Est. Cost $56.05 Unrealized +3.2%
Monsanto 0.2%
Value ($000) $993 Shares 9,550 Est. Cost $99.22 Unrealized
UNP Union Pacific 0.2%
Value ($000) $989 Shares 6,380 Est. Cost $60.12 Unrealized 0.0%
ROST Ross Stores 0.2%
Value ($000) $941 Shares 12,885 Est. Cost $28.26 Unrealized +6.9%
D Dominion Resources 0.2%
Value ($000) $936 Shares 15,100 Est. Cost $34.53 Unrealized +2.3%
Kellogg 0.2%
Value ($000) $935 Shares 15,854 Est. Cost $38.95 Unrealized -0.3%
BDX Becton, Dickinson 0.2%
Value ($000) $925 Shares 9,250 Est. Cost $78.11 Unrealized +3.2%
Linear Technology 0.2%
Value ($000) $908 Shares 22,701 Est. Cost $37.02 Unrealized
Johnson Controls 0.2%
Value ($000) $899 Shares 21,400 Est. Cost $35.98 Unrealized
FCX Freeport McMoran Copper & Gold B 0.2%
Value ($000) $898 Shares 27,215 Est. Cost $24.45 Unrealized +5.0%
TRMB Trimble Navigation LTD 0.2%
Value ($000) $888 Shares 29,600 Est. Cost $27.56 Unrealized -0.8%
CAT Caterpillar 0.2%
Value ($000) $870 Shares 10,478 Est. Cost $61.55 Unrealized +0.1%
Suncor Energy 0.2%
Value ($000) $833 Shares 23,150 Est. Cost $28.98 Unrealized
CTSH Cognizant Technology 0.2%
Value ($000) $789 Shares 9,622 Est. Cost $29.91 Unrealized +10.0%
Weingarten Realty 0.2%
Value ($000) $782 Shares 26,962 Est. Cost $31.00 Unrealized
Noble Energy 0.2%
Value ($000) $764 Shares 11,400 Est. Cost $60.00 Unrealized
TEVA Teva Pharmaceutical ADR 0.2%
Value ($000) $729 Shares 19,175 Est. Cost $39.01 Unrealized
AMZN Amazon.com 0.2%
Value ($000) $728 Shares 2,327 Est. Cost $13.43 Unrealized +11.0%
CMI Cummins Inc. 0.2%
Value ($000) $704 Shares 5,295 Est. Cost $81.53 Unrealized +9.3%
Bristol-Myers Squibb 0.2%
Value ($000) $692 Shares 15,049 Est. Cost $45.02 Unrealized
HCP Inc. 0.1%
Value ($000) $603 Shares 14,700 Est. Cost $44.81 Unrealized
BFS Saul Centers 0.1%
Value ($000) $598 Shares 13,000 Est. Cost $44.00 Unrealized
Hewlett-Packard 0.1%
Value ($000) $592 Shares 28,200 Est. Cost $25.00 Unrealized
EQR Equity Residential Properties 0.1%
Value ($000) $579 Shares 10,720 Est. Cost $31.42 Unrealized -3.4%
Kayne Anderson 0.1%
Value ($000) $561 Shares 15,579 Est. Cost $38.97 Unrealized
GIS General Mills 0.1%
Value ($000) $551 Shares 11,482 Est. Cost $31.98 Unrealized +2.9%
Roche Holdings AG Genusschein 0.1%
Value ($000) $542 Shares 2,000 Est. Cost $249.00 Unrealized
BR Broadridge Financial Solutions 0.1%
Value ($000) $530 Shares 16,555 Est. Cost $20.36 Unrealized +16.3%
Health Care REIT 0.1%
Value ($000) $516 Shares 8,325 Est. Cost $66.88 Unrealized
Bank of America 0.1%
Value ($000) $508 Shares 36,270 Est. Cost $13.09 Unrealized
Dr. Pepper Snapple 0.1%
Value ($000) $483 Shares 10,725 Est. Cost $45.98 Unrealized
Royal Dutch Shell PLC 'A' 0.1%
Value ($000) $465 Shares 7,048 Est. Cost $63.96 Unrealized
ISRG Intuitive Surgical 0.1%
Value ($000) $434 Shares 1,155 Est. Cost $54.33 Unrealized -18.7%
DIS Disney, Walt 0.1%
Value ($000) $424 Shares 6,625 Est. Cost $56.32 Unrealized +1.1%
Plum Creek Timber 0.1%
Value ($000) $400 Shares 8,515 Est. Cost $46.97 Unrealized
WFC Wells Fargo 0.1%
Value ($000) $355 Shares 8,660 Est. Cost $28.35 Unrealized +6.5%
JPM JP Morgan Chase 0.1%
Value ($000) $349 Shares 6,716 Est. Cost $37.19 Unrealized +3.6%
The Fresh Market 0.1%
Value ($000) $343 Shares 7,300 Est. Cost $49.83 Unrealized
DUK Duke Energy 0.1%
Value ($000) $343 Shares 5,116 Est. Cost $41.78 Unrealized -2.3%
TROW T Rowe Price 0.1%
Value ($000) $339 Shares 4,713 Est. Cost $47.67 Unrealized -0.3%
EL Estee Lauder 0.1%
Value ($000) $335 Shares 4,782 Est. Cost $58.22 Unrealized -0.5%
CSX CSX Corp. 0.1%
Value ($000) $312 Shares 12,000 Est. Cost $6.66 Unrealized +3.0%
HCSG Healthcare Services Group 0.1%
Value ($000) $283 Shares 10,900 Est. Cost $23.42 Unrealized +7.0%
SBUX Starbucks 0.1%
Value ($000) $277 Shares 3,600 Est. Cost $24.37 Unrealized +16.0%
KIM Kimco Realty 0.1%
Value ($000) $272 Shares 13,600 Est. Cost $12.61 Unrealized -5.9%
Google 0.1%
Value ($000) $267 Shares 305 Est. Cost $878.69 Unrealized
ORCL Oracle Corp. 0.1%
Value ($000) $252 Shares 7,628 Est. Cost $27.58 Unrealized -1.9%
MDLZ Mondelez Int'l 0.1%
Value ($000) $251 Shares 8,091 Est. Cost $23.16 Unrealized +2.4%
Time Warner New 0.1%
Value ($000) $238 Shares 3,610 Est. Cost $57.89 Unrealized
Kraft Foods Group 0.1%
Value ($000) $235 Shares 4,518 Est. Cost $56.00 Unrealized
EMC Corp. 0.1%
Value ($000) $217 Shares 8,350 Est. Cost $25.99 Unrealized
SEIC SEI Investments 0.1%
Value ($000) $217 Shares 7,000 Est. Cost $26.47 Unrealized 0.0%
HSY Hershey Company 0.1%
Value ($000) $214 Shares 2,300 Est. Cost $69.67 Unrealized 0.0%
GPC Genuine Parts 0.1%
Value ($000) $209 Shares 2,575 Est. Cost $54.12 Unrealized +5.4%
NSC Norfolk Southern 0.0%
Value ($000) $203 Shares 2,640 Est. Cost $56.99 Unrealized 0.0%