WENDELL DAVID ASSOCIATES INC Diversified Active

CIK: 0000878228 · Show all filings

Period: Q4 2013 (← Previous) (Next →)

Filing Date: Jan 21, 2014

Total Value ($000): $455,833 (100.0% shares, 0.0% debt)

Holdings (137)

XOM ExxonMobil 4.5%
Value ($000) $20,689 Shares 204,842 Est. Cost $53.70 Unrealized +4.2%
ADP Automatic Data Processing 4.4%
Value ($000) $20,248 Shares 249,972 Est. Cost $45.09 Unrealized +14.1%
KO Coca-Cola 3.4%
Value ($000) $15,634 Shares 381,326 Est. Cost $27.85 Unrealized -3.3%
ECL Ecolab 3.3%
Value ($000) $15,185 Shares 146,006 Est. Cost $73.60 Unrealized +23.6%
CL Colgate-Palmolive 3.2%
Value ($000) $14,669 Shares 225,675 Est. Cost $44.38 Unrealized +9.1%
MA MasterCard 3.1%
Value ($000) $14,223 Shares 17,034 Est. Cost $51.54 Unrealized +34.0%
TJX TJX Companies 3.1%
Value ($000) $14,036 Shares 219,312 Est. Cost $20.84 Unrealized +23.4%
JNJ Johnson & Johnson 2.8%
Value ($000) $12,551 Shares 136,420 Est. Cost $59.77 Unrealized +10.0%
MCD McDonald's 2.7%
Value ($000) $12,441 Shares 128,255 Est. Cost $71.80 Unrealized -2.5%
United Technologies 2.3%
Value ($000) $10,364 Shares 90,912 Est. Cost $93.00 Unrealized
NKE NIKE 'B' 2.2%
Value ($000) $9,897 Shares 125,277 Est. Cost $26.53 Unrealized +23.9%
PG Procter & Gamble 2.1%
Value ($000) $9,673 Shares 119,417 Est. Cost $55.00 Unrealized +5.5%
Sigma-Aldrich 2.1%
Value ($000) $9,618 Shares 102,318 Est. Cost $80.00 Unrealized
ABBV AbbVie 2.0%
Value ($000) $9,243 Shares 174,399 Est. Cost $26.55 Unrealized +14.5%
AAPL Apple, Inc. 2.0%
Value ($000) $8,910 Shares 15,882 Est. Cost $13.31 Unrealized +23.0%
MKC McCormick & Co. 2.0%
Value ($000) $8,906 Shares 129,075 Est. Cost $28.19 Unrealized -4.2%
SYK Stryker 1.9%
Value ($000) $8,852 Shares 118,032 Est. Cost $56.92 Unrealized +10.8%
ABT Abbott Labs 1.9%
Value ($000) $8,834 Shares 232,476 Est. Cost $28.85 Unrealized +1.3%
Stericycle 1.9%
Value ($000) $8,703 Shares 75,025 Est. Cost $110.05 Unrealized
CHD Church & Dwight 1.9%
Value ($000) $8,571 Shares 129,856 Est. Cost $26.20 Unrealized +4.0%
QCOM QUALCOMM 1.7%
Value ($000) $7,856 Shares 106,164 Est. Cost $45.47 Unrealized +10.7%
IBM IBM 1.6%
Value ($000) $7,200 Shares 38,300 Est. Cost $118.94 Unrealized -10.5%
PEP PepsiCo 1.5%
Value ($000) $6,805 Shares 81,984 Est. Cost $56.00 Unrealized +3.1%
Praxair 1.4%
Value ($000) $6,472 Shares 49,788 Est. Cost $115.08 Unrealized
Celgene 1.4%
Value ($000) $6,366 Shares 37,670 Est. Cost $117.01 Unrealized
RHHBY Roche Holding Ltd ADR 1.4%
Value ($000) $6,261 Shares 89,445 Est. Cost $63.56 Unrealized
FISV Fiserv 1.2%
Value ($000) $5,477 Shares 92,830 Est. Cost $24.46 Unrealized +10.3%
Walgreen 1.2%
Value ($000) $5,465 Shares 95,883 Est. Cost $44.00 Unrealized
MSFT Microsoft 1.2%
Value ($000) $5,453 Shares 147,389 Est. Cost $26.70 Unrealized +12.4%
EOG EOG Resources 1.1%
Value ($000) $4,926 Shares 29,320 Est. Cost $49.85 Unrealized +25.0%
INTU Intuit 1.0%
Value ($000) $4,556 Shares 59,946 Est. Cost $55.33 Unrealized +17.5%
Accenture Ltd 'A' 1.0%
Value ($000) $4,501 Shares 54,890 Est. Cost $72.00 Unrealized
GWW Grainger, W.W. 1.0%
Value ($000) $4,486 Shares 17,592 Est. Cost $204.13 Unrealized +4.6%
DHR Danaher 0.9%
Value ($000) $4,317 Shares 56,068 Est. Cost $25.12 Unrealized +18.3%
BF/B Brown-Forman 'B' 0.9%
Value ($000) $4,097 Shares 53,914 Est. Cost $22.77 Unrealized +4.8%
SYY Sysco Corp. 0.9%
Value ($000) $3,999 Shares 111,080 Est. Cost $24.40 Unrealized -0.1%
WMT Wal-Mart Stores 0.8%
Value ($000) $3,805 Shares 48,170 Est. Cost $19.98 Unrealized +1.8%
FDS FactSet Research Systems 0.8%
Value ($000) $3,758 Shares 34,480 Est. Cost $83.78 Unrealized +16.4%
USB US Bancorp 0.8%
Value ($000) $3,701 Shares 92,519 Est. Cost $22.44 Unrealized +13.1%
Panera Bread 0.8%
Value ($000) $3,686 Shares 20,823 Est. Cost $184.44 Unrealized
DE Deere & Company 0.7%
Value ($000) $3,213 Shares 35,305 Est. Cost $68.04 Unrealized -0.9%
General Electric 0.7%
Value ($000) $3,176 Shares 113,425 Est. Cost $23.05 Unrealized
EMR Emerson Electric 0.7%
Value ($000) $3,133 Shares 44,759 Est. Cost $40.02 Unrealized +20.4%
HP Helmerich & Payne 0.7%
Value ($000) $3,106 Shares 36,972 Est. Cost $61.62 Unrealized +26.3%
ITW Illinois Tool Works 0.7%
Value ($000) $3,105 Shares 36,959 Est. Cost $49.85 Unrealized +19.3%
NextEra Energy 0.7%
Value ($000) $3,091 Shares 35,941 Est. Cost $81.00 Unrealized
NVO Novo Nordisk ADR 0.6%
Value ($000) $2,960 Shares 16,000 Est. Cost $159.38 Unrealized
T A T & T 0.6%
Value ($000) $2,708 Shares 77,374 Est. Cost $11.39 Unrealized -1.9%
PAYX Paychex 0.5%
Value ($000) $2,410 Shares 52,392 Est. Cost $25.02 Unrealized +17.6%
VZ Verizon Communications 0.5%
Value ($000) $2,356 Shares 48,080 Est. Cost $26.97 Unrealized -1.3%
Merck 0.5%
Value ($000) $2,297 Shares 45,933 Est. Cost $46.11 Unrealized
LLY Lilly, Eli 0.5%
Value ($000) $2,213 Shares 43,400 Est. Cost $42.21 Unrealized -6.2%
APD Air Products 0.5%
Value ($000) $2,174 Shares 19,407 Est. Cost $61.75 Unrealized +21.2%
FAST Fastenal 0.4%
Value ($000) $2,033 Shares 42,350 Est. Cost $8.84 Unrealized -1.0%
GILD Gilead Sciences 0.4%
Value ($000) $2,031 Shares 27,080 Est. Cost $36.21 Unrealized +33.6%
CSCO Cisco Systems 0.4%
Value ($000) $2,027 Shares 92,139 Est. Cost $15.28 Unrealized -0.5%
PM Philip Morris Int'l 0.4%
Value ($000) $2,025 Shares 23,279 Est. Cost $49.85 Unrealized -4.0%
FLO Flowers Foods 0.4%
Value ($000) $1,919 Shares 91,375 Est. Cost $13.97 Unrealized +3.6%
MMM 3M Company 0.4%
Value ($000) $1,894 Shares 13,528 Est. Cost $61.26 Unrealized +18.6%
INTC Intel 0.4%
Value ($000) $1,884 Shares 72,470 Est. Cost $17.18 Unrealized +4.4%
PFE Pfizer 0.4%
Value ($000) $1,864 Shares 60,142 Est. Cost $16.45 Unrealized +7.1%
IDXX IDEXX Labs 0.4%
Value ($000) $1,845 Shares 17,405 Est. Cost $43.86 Unrealized +20.0%
UNP Union Pacific 0.4%
Value ($000) $1,683 Shares 10,015 Est. Cost $60.28 Unrealized +0.5%
EXPD Expeditors Int'l 0.4%
Value ($000) $1,630 Shares 37,050 Est. Cost $31.69 Unrealized +17.5%
Dentsply Int'l 0.3%
Value ($000) $1,533 Shares 31,937 Est. Cost $41.01 Unrealized
CVS CVS/Caremark 0.3%
Value ($000) $1,503 Shares 20,875 Est. Cost $41.56 Unrealized +11.4%
State Street Corp. 0.3%
Value ($000) $1,493 Shares 20,455 Est. Cost $65.00 Unrealized
MPC Marathon Petroleum 0.3%
Value ($000) $1,473 Shares 16,015 Est. Cost $27.55 Unrealized -2.6%
AMGN Amgen 0.3%
Value ($000) $1,441 Shares 12,640 Est. Cost $73.40 Unrealized +10.5%
Berkshire Hathaway 'B' 0.3%
Value ($000) $1,397 Shares 11,740 Est. Cost $112.01 Unrealized
TRMB Trimble Navigation LTD 0.3%
Value ($000) $1,397 Shares 39,925 Est. Cost $28.59 Unrealized +10.3%
Tiffany 0.3%
Value ($000) $1,343 Shares 14,440 Est. Cost $72.99 Unrealized
SLB Schlumberger 0.3%
Value ($000) $1,330 Shares 14,780 Est. Cost $53.02 Unrealized +22.7%
LOW Lowe's 0.3%
Value ($000) $1,314 Shares 26,275 Est. Cost $32.23 Unrealized +21.4%
Portfolio Recovery Associates 0.3%
Value ($000) $1,284 Shares 24,220 Est. Cost $81.69 Unrealized
COP ConocoPhillips 0.3%
Value ($000) $1,258 Shares 17,712 Est. Cost $41.39 Unrealized +16.9%
Marathon Oil 0.3%
Value ($000) $1,235 Shares 35,289 Est. Cost $35.00 Unrealized
BCPC Balchem 0.3%
Value ($000) $1,174 Shares 19,900 Est. Cost $41.81 Unrealized +26.4%
FCX Freeport McMoran Copper & Gold B 0.3%
Value ($000) $1,148 Shares 30,215 Est. Cost $25.01 Unrealized +20.2%
Coach 0.2%
Value ($000) $1,126 Shares 20,110 Est. Cost $56.99 Unrealized
HSIC Henry Schein 0.2%
Value ($000) $1,117 Shares 9,800 Est. Cost $36.80 Unrealized +18.9%
Monsanto 0.2%
Value ($000) $1,117 Shares 9,550 Est. Cost $99.22 Unrealized
IRBTQ iRobot 0.2%
Value ($000) $1,113 Shares 31,790 Est. Cost $31.89 Unrealized +6.9%
Johnson Controls 0.2%
Value ($000) $1,091 Shares 21,400 Est. Cost $35.98 Unrealized
HD Home Depot 0.2%
Value ($000) $1,087 Shares 13,255 Est. Cost $56.05 Unrealized +4.8%
CVX Chevron 0.2%
Value ($000) $1,052 Shares 8,419 Est. Cost $71.38 Unrealized +1.5%
Linear Technology 0.2%
Value ($000) $1,033 Shares 22,464 Est. Cost $37.02 Unrealized
BDX Becton, Dickinson 0.2%
Value ($000) $1,018 Shares 9,250 Est. Cost $78.11 Unrealized +9.8%
D Dominion Resources 0.2%
Value ($000) $982 Shares 15,100 Est. Cost $34.53 Unrealized +12.1%
CTSH Cognizant Technology 0.2%
Value ($000) $982 Shares 9,722 Est. Cost $30.02 Unrealized +34.5%
Kellogg 0.2%
Value ($000) $952 Shares 15,604 Est. Cost $38.95 Unrealized -3.0%
ROST Ross Stores 0.2%
Value ($000) $951 Shares 12,685 Est. Cost $28.26 Unrealized +17.9%
CAT Caterpillar 0.2%
Value ($000) $949 Shares 10,428 Est. Cost $61.55 Unrealized +1.8%
AMZN Amazon.com 0.2%
Value ($000) $925 Shares 2,319 Est. Cost $13.43 Unrealized +33.9%
Suncor Energy 0.2%
Value ($000) $901 Shares 25,750 Est. Cost $29.59 Unrealized
Bristol-Myers Squibb 0.2%
Value ($000) $798 Shares 15,049 Est. Cost $45.02 Unrealized
Hewlett-Packard 0.2%
Value ($000) $790 Shares 28,200 Est. Cost $25.00 Unrealized
Noble Energy 0.2%
Value ($000) $775 Shares 11,400 Est. Cost $60.00 Unrealized
CMI Cummins Inc. 0.2%
Value ($000) $768 Shares 5,445 Est. Cost $81.93 Unrealized +17.5%
Weingarten Realty 0.2%
Value ($000) $728 Shares 26,962 Est. Cost $31.00 Unrealized
BR Broadridge Financial Solutions 0.1%
Value ($000) $662 Shares 16,555 Est. Cost $20.36 Unrealized +42.4%
Kayne Anderson 0.1%
Value ($000) $643 Shares 16,079 Est. Cost $39.00 Unrealized
BFS Saul Centers 0.1%
Value ($000) $624 Shares 13,000 Est. Cost $44.00 Unrealized
GIS General Mills 0.1%
Value ($000) $574 Shares 11,482 Est. Cost $31.98 Unrealized +2.8%
Roche Holdings AG Genusschein 0.1%
Value ($000) $564 Shares 2,000 Est. Cost $249.00 Unrealized
EQR Equity Residential Properties 0.1%
Value ($000) $557 Shares 10,720 Est. Cost $31.42 Unrealized -6.9%
Bank of America 0.1%
Value ($000) $536 Shares 33,470 Est. Cost $13.09 Unrealized
HCP Inc. 0.1%
Value ($000) $504 Shares 14,000 Est. Cost $44.81 Unrealized
Royal Dutch Shell PLC 'A' 0.1%
Value ($000) $500 Shares 7,048 Est. Cost $63.96 Unrealized
Dr. Pepper Snapple 0.1%
Value ($000) $499 Shares 10,175 Est. Cost $45.98 Unrealized
DIS Disney, Walt 0.1%
Value ($000) $473 Shares 6,225 Est. Cost $56.32 Unrealized +9.5%
ISRG Intuitive Surgical 0.1%
Value ($000) $444 Shares 1,155 Est. Cost $54.33 Unrealized -22.6%
Health Care REIT 0.1%
Value ($000) $443 Shares 8,200 Est. Cost $66.88 Unrealized
Plum Creek Timber 0.1%
Value ($000) $398 Shares 8,475 Est. Cost $46.97 Unrealized
TEVA Teva Pharmaceutical ADR 0.1%
Value ($000) $389 Shares 9,725 Est. Cost $39.01 Unrealized
TROW T Rowe Price 0.1%
Value ($000) $368 Shares 4,375 Est. Cost $47.67 Unrealized +6.0%
JPM JP Morgan Chase 0.1%
Value ($000) $366 Shares 6,318 Est. Cost $37.19 Unrealized +6.6%
HCSG Healthcare Services Group 0.1%
Value ($000) $364 Shares 13,000 Est. Cost $24.06 Unrealized +13.8%
WFC Wells Fargo 0.1%
Value ($000) $358 Shares 7,960 Est. Cost $28.35 Unrealized +8.5%
DUK Duke Energy 0.1%
Value ($000) $353 Shares 5,116 Est. Cost $41.78 Unrealized +1.4%
CSX CSX Corp. 0.1%
Value ($000) $348 Shares 12,000 Est. Cost $6.66 Unrealized +10.6%
Google 0.1%
Value ($000) $342 Shares 305 Est. Cost $878.69 Unrealized
EL Estee Lauder 0.1%
Value ($000) $316 Shares 4,207 Est. Cost $58.22 Unrealized +6.7%
SBUX Starbucks 0.1%
Value ($000) $300 Shares 3,840 Est. Cost $24.80 Unrealized +25.9%
Kraft Foods Group 0.1%
Value ($000) $291 Shares 5,385 Est. Cost $55.68 Unrealized
MDLZ Mondelez Int'l 0.1%
Value ($000) $273 Shares 7,791 Est. Cost $23.16 Unrealized +10.2%
KIM Kimco Realty 0.1%
Value ($000) $267 Shares 13,350 Est. Cost $12.61 Unrealized -7.8%
ORCL Oracle Corp. 0.1%
Value ($000) $264 Shares 6,944 Est. Cost $27.58 Unrealized +4.4%
Time Warner New 0.1%
Value ($000) $253 Shares 3,610 Est. Cost $57.89 Unrealized
NSC Norfolk Southern 0.1%
Value ($000) $246 Shares 2,640 Est. Cost $56.99 Unrealized +15.3%
SEIC SEI Investments 0.1%
Value ($000) $245 Shares 7,000 Est. Cost $26.47 Unrealized +8.0%
HSY Hershey Company 0.0%
Value ($000) $223 Shares 2,300 Est. Cost $69.67 Unrealized +3.6%
DuPont 0.0%
Value ($000) $221 Shares 3,406 Est. Cost $64.89 Unrealized
EMC Corp. 0.0%
Value ($000) $215 Shares 8,615 Est. Cost $25.96 Unrealized
GPC Genuine Parts 0.0%
Value ($000) $214 Shares 2,575 Est. Cost $54.12 Unrealized +5.7%
Ingredion 0.0%
Value ($000) $204 Shares 3,000 Est. Cost $68.00 Unrealized
The Fresh Market 0.0%
Value ($000) $203 Shares 4,950 Est. Cost $49.83 Unrealized