WENDELL DAVID ASSOCIATES INC Diversified Active

CIK: 0000878228 · Show all filings

Period: Q1 2014 (← Previous) (Next →)

Filing Date: Apr 17, 2014

Total Value ($000): $459,977 (100.0% shares, 0.0% debt)

Holdings (137)

XOM ExxonMobil 4.3%
Value ($000) $19,662 Shares 200,633 Est. Cost $53.70 Unrealized +8.2%
ADP Automatic Data Processing 4.2%
Value ($000) $19,277 Shares 250,350 Est. Cost $45.09 Unrealized +16.3%
ECL Ecolab 3.4%
Value ($000) $15,698 Shares 145,356 Est. Cost $73.60 Unrealized +24.9%
CL Colgate-Palmolive 3.3%
Value ($000) $14,972 Shares 230,345 Est. Cost $44.45 Unrealized +7.8%
KO Coca-Cola 3.2%
Value ($000) $14,829 Shares 380,241 Est. Cost $27.85 Unrealized -4.7%
TJX TJX Companies 3.0%
Value ($000) $13,610 Shares 223,122 Est. Cost $20.92 Unrealized +23.1%
MA MasterCard 2.9%
Value ($000) $13,379 Shares 178,390 Est. Cost $70.69 Unrealized +2.9%
JNJ Johnson & Johnson 2.9%
Value ($000) $13,132 Shares 133,995 Est. Cost $59.77 Unrealized +11.5%
MCD McDonald's 2.6%
Value ($000) $11,806 Shares 120,470 Est. Cost $71.80 Unrealized -2.1%
United Technologies 2.3%
Value ($000) $10,681 Shares 91,286 Est. Cost $93.00 Unrealized
Sigma-Aldrich 2.1%
Value ($000) $9,546 Shares 102,643 Est. Cost $80.00 Unrealized
SYK Stryker 2.0%
Value ($000) $9,403 Shares 116,082 Est. Cost $56.92 Unrealized +21.3%
PG Procter & Gamble 2.0%
Value ($000) $9,379 Shares 115,792 Est. Cost $55.00 Unrealized +2.7%
CHD Church & Dwight 2.0%
Value ($000) $9,277 Shares 134,456 Est. Cost $26.27 Unrealized +7.3%
NKE NIKE 'B' 2.0%
Value ($000) $9,262 Shares 125,157 Est. Cost $26.53 Unrealized +22.7%
MKC McCormick & Co. 2.0%
Value ($000) $9,081 Shares 126,125 Est. Cost $28.19 Unrealized -5.0%
ABT Abbott Labs 2.0%
Value ($000) $9,080 Shares 232,824 Est. Cost $28.85 Unrealized +6.5%
QCOM QUALCOMM 1.9%
Value ($000) $8,919 Shares 112,900 Est. Cost $45.98 Unrealized +17.5%
ABBV AbbVie 1.9%
Value ($000) $8,839 Shares 173,323 Est. Cost $26.55 Unrealized +18.6%
Stericycle 1.9%
Value ($000) $8,756 Shares 76,805 Est. Cost $110.14 Unrealized
AAPL Apple, Inc. 1.9%
Value ($000) $8,695 Shares 16,191 Est. Cost $13.37 Unrealized +24.0%
RHHBY Roche Holding Ltd ADR 1.5%
Value ($000) $6,987 Shares 183,860 Est. Cost $50.44 Unrealized
PEP PepsiCo 1.5%
Value ($000) $6,868 Shares 81,765 Est. Cost $56.00 Unrealized +1.5%
Praxair 1.4%
Value ($000) $6,526 Shares 49,816 Est. Cost $115.08 Unrealized
Walgreen 1.4%
Value ($000) $6,338 Shares 96,033 Est. Cost $44.00 Unrealized
EOG EOG Resources 1.3%
Value ($000) $6,052 Shares 61,750 Est. Cost $57.71 Unrealized +12.3%
MSFT Microsoft 1.3%
Value ($000) $5,797 Shares 141,402 Est. Cost $26.70 Unrealized +17.1%
Celgene 1.2%
Value ($000) $5,584 Shares 39,885 Est. Cost $118.29 Unrealized
FISV Fiserv 1.2%
Value ($000) $5,472 Shares 96,005 Est. Cost $24.59 Unrealized +16.3%
IBM IBM 1.1%
Value ($000) $5,112 Shares 26,624 Est. Cost $118.94 Unrealized -8.2%
BF/B Brown-Forman 'B' 1.1%
Value ($000) $4,926 Shares 54,737 Est. Cost $22.83 Unrealized +17.2%
GWW Grainger, W.W. 1.0%
Value ($000) $4,799 Shares 18,967 Est. Cost $204.24 Unrealized +0.7%
INTU Intuit 1.0%
Value ($000) $4,744 Shares 60,821 Est. Cost $55.53 Unrealized +24.7%
Accenture Ltd 'A' 1.0%
Value ($000) $4,413 Shares 55,157 Est. Cost $72.00 Unrealized
DHR Danaher 0.9%
Value ($000) $4,243 Shares 56,568 Est. Cost $25.12 Unrealized +22.5%
HP Helmerich & Payne 0.9%
Value ($000) $3,993 Shares 36,972 Est. Cost $61.62 Unrealized +50.9%
USB US Bancorp 0.9%
Value ($000) $3,984 Shares 92,652 Est. Cost $22.44 Unrealized +21.8%
SYY Sysco Corp. 0.8%
Value ($000) $3,833 Shares 106,463 Est. Cost $24.40 Unrealized +7.0%
Panera Bread 0.8%
Value ($000) $3,698 Shares 21,013 Est. Cost $184.44 Unrealized
FDS FactSet Research Systems 0.8%
Value ($000) $3,694 Shares 34,205 Est. Cost $83.78 Unrealized +11.3%
NVO Novo Nordisk ADR 0.8%
Value ($000) $3,665 Shares 79,675 Est. Cost $68.77 Unrealized
WMT Wal-Mart Stores 0.8%
Value ($000) $3,662 Shares 48,180 Est. Cost $19.98 Unrealized -0.4%
NextEra Energy 0.8%
Value ($000) $3,502 Shares 36,474 Est. Cost $81.21 Unrealized
DE Deere & Company 0.7%
Value ($000) $3,049 Shares 33,505 Est. Cost $68.04 Unrealized +3.0%
ITW Illinois Tool Works 0.7%
Value ($000) $3,010 Shares 37,165 Est. Cost $49.85 Unrealized +22.9%
EMR Emerson Electric 0.6%
Value ($000) $2,954 Shares 44,084 Est. Cost $40.02 Unrealized +19.4%
General Electric 0.6%
Value ($000) $2,937 Shares 112,945 Est. Cost $23.05 Unrealized
UNP Union Pacific 0.6%
Value ($000) $2,860 Shares 15,213 Est. Cost $63.01 Unrealized +8.3%
T A T & T 0.6%
Value ($000) $2,718 Shares 77,657 Est. Cost $11.39 Unrealized -4.7%
Merck 0.6%
Value ($000) $2,651 Shares 46,513 Est. Cost $46.24 Unrealized
LLY Lilly, Eli 0.5%
Value ($000) $2,463 Shares 41,750 Est. Cost $42.21 Unrealized +5.5%
VZ Verizon Communications 0.5%
Value ($000) $2,380 Shares 49,592 Est. Cost $26.93 Unrealized -3.9%
APD Air Products 0.5%
Value ($000) $2,311 Shares 19,422 Est. Cost $61.75 Unrealized +28.4%
PAYX Paychex 0.5%
Value ($000) $2,291 Shares 53,275 Est. Cost $25.09 Unrealized +17.5%
IDXX IDEXX Labs 0.5%
Value ($000) $2,100 Shares 17,355 Est. Cost $43.86 Unrealized +35.8%
FAST Fastenal 0.5%
Value ($000) $2,085 Shares 42,550 Est. Cost $8.84 Unrealized -3.0%
PM Philip Morris Int'l 0.4%
Value ($000) $1,994 Shares 24,314 Est. Cost $49.63 Unrealized -9.8%
FLO Flowers Foods 0.4%
Value ($000) $1,986 Shares 94,575 Est. Cost $13.95 Unrealized -3.7%
PFE Pfizer 0.4%
Value ($000) $1,927 Shares 60,229 Est. Cost $16.45 Unrealized +10.6%
GILD Gilead Sciences 0.4%
Value ($000) $1,908 Shares 26,880 Est. Cost $36.21 Unrealized +50.5%
CSCO Cisco Systems 0.4%
Value ($000) $1,835 Shares 83,402 Est. Cost $15.28 Unrealized +0.1%
MMM 3M Company 0.4%
Value ($000) $1,725 Shares 12,686 Est. Cost $61.26 Unrealized +24.5%
TRMB Trimble Navigation LTD 0.4%
Value ($000) $1,718 Shares 44,050 Est. Cost $29.28 Unrealized +22.9%
INTC Intel 0.4%
Value ($000) $1,653 Shares 63,593 Est. Cost $17.18 Unrealized +8.7%
AMGN Amgen 0.3%
Value ($000) $1,579 Shares 12,840 Est. Cost $73.61 Unrealized +18.0%
Portfolio Recovery Associates 0.3%
Value ($000) $1,577 Shares 27,195 Est. Cost $79.10 Unrealized
CVS CVS/Caremark 0.3%
Value ($000) $1,566 Shares 20,875 Est. Cost $41.56 Unrealized +23.0%
Berkshire Hathaway 'B' 0.3%
Value ($000) $1,468 Shares 11,740 Est. Cost $112.01 Unrealized
Dentsply Int'l 0.3%
Value ($000) $1,465 Shares 31,854 Est. Cost $41.01 Unrealized
SLB Schlumberger 0.3%
Value ($000) $1,451 Shares 14,805 Est. Cost $53.02 Unrealized +23.5%
State Street Corp. 0.3%
Value ($000) $1,425 Shares 20,355 Est. Cost $65.00 Unrealized
COP ConocoPhillips 0.3%
Value ($000) $1,418 Shares 20,261 Est. Cost $41.89 Unrealized +8.4%
MPC Marathon Petroleum 0.3%
Value ($000) $1,393 Shares 16,015 Est. Cost $27.55 Unrealized +11.5%
IRBTQ iRobot 0.3%
Value ($000) $1,303 Shares 31,790 Est. Cost $31.89 Unrealized +25.6%
Marathon Oil 0.3%
Value ($000) $1,292 Shares 35,889 Est. Cost $35.01 Unrealized
LOW Lowe's 0.3%
Value ($000) $1,291 Shares 26,350 Est. Cost $32.23 Unrealized +21.0%
WEX WEX 0.3%
Value ($000) $1,250 Shares 13,155 Est. Cost $91.59 Unrealized 0.0%
Tiffany 0.3%
Value ($000) $1,242 Shares 14,440 Est. Cost $72.99 Unrealized
HSIC Henry Schein 0.3%
Value ($000) $1,166 Shares 9,800 Est. Cost $36.80 Unrealized +24.2%
EXPD Expeditors Int'l 0.2%
Value ($000) $1,148 Shares 28,700 Est. Cost $31.69 Unrealized +10.8%
BDX Becton, Dickinson 0.2%
Value ($000) $1,107 Shares 9,463 Est. Cost $78.41 Unrealized +16.6%
Monsanto 0.2%
Value ($000) $1,090 Shares 9,558 Est. Cost $99.22 Unrealized
BCPC Balchem 0.2%
Value ($000) $1,082 Shares 20,800 Est. Cost $42.18 Unrealized +19.5%
D Dominion Resources 0.2%
Value ($000) $1,072 Shares 15,100 Est. Cost $34.53 Unrealized +20.0%
Linear Technology 0.2%
Value ($000) $1,071 Shares 21,864 Est. Cost $37.02 Unrealized
Johnson Controls 0.2%
Value ($000) $1,053 Shares 22,400 Est. Cost $36.47 Unrealized
HD Home Depot 0.2%
Value ($000) $1,047 Shares 13,255 Est. Cost $56.05 Unrealized +7.5%
CAT Caterpillar 0.2%
Value ($000) $1,022 Shares 10,328 Est. Cost $61.55 Unrealized +13.2%
Kellogg 0.2%
Value ($000) $1,017 Shares 16,150 Est. Cost $38.90 Unrealized -3.5%
CTSH Cognizant Technology 0.2%
Value ($000) $1,007 Shares 19,744 Est. Cost $37.27 Unrealized +18.9%
FCX Freeport McMoran Copper & Gold B 0.2%
Value ($000) $997 Shares 30,215 Est. Cost $25.01 Unrealized +13.8%
CVX Chevron 0.2%
Value ($000) $910 Shares 7,650 Est. Cost $71.38 Unrealized -1.4%
Suncor Energy 0.2%
Value ($000) $901 Shares 25,750 Est. Cost $29.59 Unrealized
Hewlett-Packard 0.2%
Value ($000) $886 Shares 27,700 Est. Cost $25.00 Unrealized
CMI Cummins Inc. 0.2%
Value ($000) $841 Shares 5,645 Est. Cost $82.62 Unrealized +22.6%
ROST Ross Stores 0.2%
Value ($000) $834 Shares 11,585 Est. Cost $28.26 Unrealized +11.6%
Weingarten Realty 0.2%
Value ($000) $813 Shares 27,112 Est. Cost $31.00 Unrealized
Noble Energy 0.2%
Value ($000) $809 Shares 11,400 Est. Cost $60.00 Unrealized
Bristol-Myers Squibb 0.2%
Value ($000) $783 Shares 15,049 Est. Cost $45.02 Unrealized
AMZN Amazon.com 0.2%
Value ($000) $779 Shares 2,319 Est. Cost $13.43 Unrealized +38.2%
Coach 0.2%
Value ($000) $729 Shares 14,575 Est. Cost $56.99 Unrealized
EQR Equity Residential Properties 0.1%
Value ($000) $622 Shares 10,720 Est. Cost $31.42 Unrealized +0.9%
Kayne Anderson 0.1%
Value ($000) $613 Shares 16,579 Est. Cost $38.94 Unrealized
BFS Saul Centers 0.1%
Value ($000) $611 Shares 13,000 Est. Cost $44.00 Unrealized
BR Broadridge Financial Solutions 0.1%
Value ($000) $607 Shares 16,405 Est. Cost $20.36 Unrealized +48.6%
Roche Holdings AG Genusschein 0.1%
Value ($000) $602 Shares 2,000 Est. Cost $249.00 Unrealized
GIS General Mills 0.1%
Value ($000) $597 Shares 11,482 Est. Cost $31.98 Unrealized +3.1%
HCP Inc. 0.1%
Value ($000) $566 Shares 14,500 Est. Cost $44.61 Unrealized
Bank of America 0.1%
Value ($000) $554 Shares 32,595 Est. Cost $13.09 Unrealized
Dr. Pepper Snapple 0.1%
Value ($000) $533 Shares 9,875 Est. Cost $45.98 Unrealized
Royal Dutch Shell PLC 'A' 0.1%
Value ($000) $515 Shares 7,048 Est. Cost $63.96 Unrealized
DIS Disney, Walt 0.1%
Value ($000) $503 Shares 6,291 Est. Cost $56.46 Unrealized +23.4%
Health Care REIT 0.1%
Value ($000) $492 Shares 8,200 Est. Cost $66.88 Unrealized
ISRG Intuitive Surgical 0.1%
Value ($000) $491 Shares 1,120 Est. Cost $54.33 Unrealized -13.3%
TEVA Teva Pharmaceutical ADR 0.1%
Value ($000) $478 Shares 9,025 Est. Cost $39.01 Unrealized
WFC Wells Fargo 0.1%
Value ($000) $411 Shares 8,228 Est. Cost $28.51 Unrealized +17.2%
Bed Bath & Beyond 0.1%
Value ($000) $391 Shares 5,660 Est. Cost $69.08 Unrealized
JPM JP Morgan Chase 0.1%
Value ($000) $380 Shares 6,230 Est. Cost $37.19 Unrealized +13.2%
HCSG Healthcare Services Group 0.1%
Value ($000) $377 Shares 13,000 Est. Cost $24.06 Unrealized +13.9%
DUK Duke Energy 0.1%
Value ($000) $363 Shares 5,116 Est. Cost $41.78 Unrealized +2.1%
TROW T Rowe Price 0.1%
Value ($000) $359 Shares 4,375 Est. Cost $47.67 Unrealized +10.3%
CSX CSX Corp. 0.1%
Value ($000) $348 Shares 12,000 Est. Cost $6.66 Unrealized +15.1%
Google 0.1%
Value ($000) $340 Shares 305 Est. Cost $878.69 Unrealized
Kraft Foods Group 0.1%
Value ($000) $302 Shares 5,385 Est. Cost $55.68 Unrealized
KIM Kimco Realty 0.1%
Value ($000) $295 Shares 13,400 Est. Cost $12.61 Unrealized -4.0%
EL Estee Lauder 0.1%
Value ($000) $289 Shares 4,307 Est. Cost $58.25 Unrealized +2.6%
SBUX Starbucks 0.1%
Value ($000) $281 Shares 3,852 Est. Cost $24.80 Unrealized +18.1%
ORCL Oracle Corp. 0.1%
Value ($000) $272 Shares 6,644 Est. Cost $27.58 Unrealized +15.9%
GPC Genuine Parts 0.1%
Value ($000) $268 Shares 3,075 Est. Cost $55.09 Unrealized +9.0%
V Visa 0.1%
Value ($000) $257 Shares 1,190 Est. Cost $51.12 Unrealized 0.0%
NSC Norfolk Southern 0.1%
Value ($000) $256 Shares 2,640 Est. Cost $56.99 Unrealized +25.3%
MDLZ Mondelez Int'l 0.1%
Value ($000) $246 Shares 7,041 Est. Cost $23.16 Unrealized +13.8%
HSY Hershey Company 0.1%
Value ($000) $239 Shares 2,300 Est. Cost $69.67 Unrealized +10.8%
SEIC SEI Investments 0.1%
Value ($000) $238 Shares 7,000 Est. Cost $26.47 Unrealized +11.0%
Time Warner New 0.1%
Value ($000) $235 Shares 3,610 Est. Cost $57.89 Unrealized
DuPont 0.0%
Value ($000) $228 Shares 3,406 Est. Cost $64.89 Unrealized
Ingredion 0.0%
Value ($000) $204 Shares 3,000 Est. Cost $68.00 Unrealized