WENDELL DAVID ASSOCIATES INC Diversified Active

CIK: 0000878228 · Show all filings

Period: Q2 2014 (← Previous) (Next →)

Filing Date: Jul 30, 2014

Total Value ($000): $475,169 (100.0% shares, 0.0% debt)

Holdings (136)

XOM ExxonMobil 4.2%
Value ($000) $20,067 Shares 198,683 Est. Cost $53.70 Unrealized +15.2%
ADP Automatic Data Processing 4.2%
Value ($000) $19,901 Shares 251,909 Est. Cost $45.09 Unrealized +17.2%
ECL Ecolab 3.4%
Value ($000) $16,273 Shares 146,605 Est. Cost $73.60 Unrealized +28.1%
KO Coca-Cola 3.3%
Value ($000) $15,695 Shares 373,691 Est. Cost $27.85 Unrealized +0.9%
CL Colgate-Palmolive 3.3%
Value ($000) $15,660 Shares 230,295 Est. Cost $44.45 Unrealized +15.2%
JNJ Johnson & Johnson 3.0%
Value ($000) $14,069 Shares 133,989 Est. Cost $59.77 Unrealized +22.4%
MA MasterCard 2.8%
Value ($000) $13,123 Shares 179,763 Est. Cost $70.69 Unrealized -2.1%
TJX TJX Companies 2.5%
Value ($000) $12,052 Shares 227,392 Est. Cost $20.98 Unrealized +15.9%
MCD McDonald's 2.5%
Value ($000) $11,745 Shares 116,285 Est. Cost $71.80 Unrealized +4.2%
United Technologies 2.2%
Value ($000) $10,567 Shares 91,886 Est. Cost $93.00 Unrealized
Sigma-Aldrich 2.2%
Value ($000) $10,301 Shares 101,993 Est. Cost $80.00 Unrealized
AAPL Apple, Inc. 2.2%
Value ($000) $10,273 Shares 110,462 Est. Cost $17.88 Unrealized +4.3%
NKE NIKE 'B' 2.0%
Value ($000) $9,669 Shares 123,957 Est. Cost $26.53 Unrealized +21.2%
SYK Stryker 2.0%
Value ($000) $9,625 Shares 114,582 Est. Cost $56.92 Unrealized +25.0%
ABBV AbbVie 2.0%
Value ($000) $9,454 Shares 168,824 Est. Cost $26.55 Unrealized +24.2%
CHD Church & Dwight 2.0%
Value ($000) $9,370 Shares 133,856 Est. Cost $26.27 Unrealized +11.7%
ABT Abbott Labs 2.0%
Value ($000) $9,301 Shares 226,852 Est. Cost $28.85 Unrealized +9.2%
QCOM QUALCOMM 2.0%
Value ($000) $9,285 Shares 117,529 Est. Cost $46.43 Unrealized +23.4%
PG Procter & Gamble 1.9%
Value ($000) $9,049 Shares 114,547 Est. Cost $55.00 Unrealized +6.0%
MKC McCormick & Co. 1.9%
Value ($000) $8,811 Shares 122,375 Est. Cost $28.19 Unrealized +1.3%
Stericycle 1.8%
Value ($000) $8,787 Shares 74,465 Est. Cost $110.14 Unrealized
Celgene 1.6%
Value ($000) $7,573 Shares 88,060 Est. Cost $100.62 Unrealized
EOG EOG Resources 1.6%
Value ($000) $7,396 Shares 63,210 Est. Cost $58.15 Unrealized +31.9%
RHHBY Roche Holding Ltd ADR 1.5%
Value ($000) $7,287 Shares 196,952 Est. Cost $49.54 Unrealized
PEP PepsiCo 1.5%
Value ($000) $7,275 Shares 81,740 Est. Cost $56.00 Unrealized +8.8%
Walgreen 1.5%
Value ($000) $7,092 Shares 95,833 Est. Cost $44.00 Unrealized
Praxair 1.5%
Value ($000) $6,942 Shares 52,194 Est. Cost $115.90 Unrealized
FISV Fiserv 1.2%
Value ($000) $5,922 Shares 98,705 Est. Cost $24.73 Unrealized +19.9%
MSFT Microsoft 1.2%
Value ($000) $5,903 Shares 140,552 Est. Cost $26.70 Unrealized +27.2%
BF/B Brown-Forman 'B' 1.1%
Value ($000) $5,163 Shares 54,927 Est. Cost $22.83 Unrealized +31.2%
GWW Grainger, W.W. 1.0%
Value ($000) $4,945 Shares 19,467 Est. Cost $204.42 Unrealized +3.4%
INTU Intuit 1.0%
Value ($000) $4,920 Shares 60,746 Est. Cost $55.53 Unrealized +26.3%
DHR Danaher 1.0%
Value ($000) $4,597 Shares 58,193 Est. Cost $25.28 Unrealized +23.0%
Accenture Ltd 'A' 0.9%
Value ($000) $4,442 Shares 54,840 Est. Cost $72.00 Unrealized
IBM IBM 0.9%
Value ($000) $4,390 Shares 24,255 Est. Cost $118.94 Unrealized -5.6%
HP Helmerich & Payne 0.9%
Value ($000) $4,289 Shares 36,972 Est. Cost $61.62 Unrealized +77.8%
FDS FactSet Research Systems 0.9%
Value ($000) $4,177 Shares 34,810 Est. Cost $84.00 Unrealized +14.3%
USB US Bancorp 0.8%
Value ($000) $3,997 Shares 92,952 Est. Cost $22.44 Unrealized +24.4%
UNP Union Pacific 0.8%
Value ($000) $3,914 Shares 39,136 Est. Cost $70.20 Unrealized +6.5%
SYY Sysco Corp. 0.8%
Value ($000) $3,899 Shares 105,380 Est. Cost $24.40 Unrealized +10.2%
WMT Wal-Mart Stores 0.8%
Value ($000) $3,631 Shares 48,420 Est. Cost $19.98 Unrealized +2.7%
NextEra Energy 0.8%
Value ($000) $3,621 Shares 35,499 Est. Cost $81.21 Unrealized
NVO Novo Nordisk ADR 0.8%
Value ($000) $3,604 Shares 78,350 Est. Cost $68.77 Unrealized
ITW Illinois Tool Works 0.7%
Value ($000) $3,283 Shares 37,304 Est. Cost $49.85 Unrealized +31.3%
General Electric 0.6%
Value ($000) $2,969 Shares 114,194 Est. Cost $23.08 Unrealized
DE Deere & Company 0.6%
Value ($000) $2,956 Shares 32,480 Est. Cost $68.04 Unrealized +8.9%
EMR Emerson Electric 0.6%
Value ($000) $2,890 Shares 43,786 Est. Cost $40.02 Unrealized +22.8%
Merck 0.6%
Value ($000) $2,740 Shares 47,233 Est. Cost $46.42 Unrealized
T A T & T 0.6%
Value ($000) $2,651 Shares 75,732 Est. Cost $11.39 Unrealized +3.4%
Panera Bread 0.5%
Value ($000) $2,611 Shares 17,408 Est. Cost $184.44 Unrealized
LLY Lilly, Eli 0.5%
Value ($000) $2,576 Shares 41,550 Est. Cost $42.21 Unrealized +13.8%
APD Air Products 0.5%
Value ($000) $2,504 Shares 19,407 Est. Cost $61.75 Unrealized +35.8%
VZ Verizon Communications 0.5%
Value ($000) $2,437 Shares 49,730 Est. Cost $26.93 Unrealized -0.5%
IDXX IDEXX Labs 0.5%
Value ($000) $2,329 Shares 17,380 Est. Cost $43.86 Unrealized +45.0%
PAYX Paychex 0.5%
Value ($000) $2,164 Shares 51,525 Est. Cost $25.09 Unrealized +14.7%
GILD Gilead Sciences 0.4%
Value ($000) $2,131 Shares 25,680 Est. Cost $36.21 Unrealized +49.3%
FAST Fastenal 0.4%
Value ($000) $2,090 Shares 42,650 Est. Cost $8.84 Unrealized +3.1%
PM Philip Morris Int'l 0.4%
Value ($000) $2,015 Shares 23,989 Est. Cost $49.63 Unrealized -2.8%
CSCO Cisco Systems 0.4%
Value ($000) $2,012 Shares 80,477 Est. Cost $15.28 Unrealized +8.9%
FLO Flowers Foods 0.4%
Value ($000) $1,991 Shares 94,825 Est. Cost $13.95 Unrealized -3.9%
WEX WEX 0.4%
Value ($000) $1,990 Shares 18,950 Est. Cost $92.79 Unrealized +3.0%
INTC Intel 0.4%
Value ($000) $1,962 Shares 63,293 Est. Cost $17.18 Unrealized +20.4%
MMM 3M Company 0.4%
Value ($000) $1,883 Shares 13,166 Est. Cost $61.99 Unrealized +30.8%
COP ConocoPhillips 0.4%
Value ($000) $1,808 Shares 21,023 Est. Cost $42.31 Unrealized +26.1%
PFE Pfizer 0.4%
Value ($000) $1,801 Shares 60,042 Est. Cost $16.45 Unrealized +6.7%
SLB Schlumberger 0.4%
Value ($000) $1,768 Shares 14,979 Est. Cost $53.28 Unrealized +40.5%
TRMB Trimble Navigation LTD 0.4%
Value ($000) $1,700 Shares 45,950 Est. Cost $29.62 Unrealized +26.3%
Portfolio Recovery Associates 0.4%
Value ($000) $1,698 Shares 28,295 Est. Cost $78.36 Unrealized
Marathon Oil 0.3%
Value ($000) $1,656 Shares 41,389 Est. Cost $35.68 Unrealized
CVS CVS/Caremark 0.3%
Value ($000) $1,566 Shares 20,875 Est. Cost $41.56 Unrealized +32.1%
AMGN Amgen 0.3%
Value ($000) $1,515 Shares 12,840 Est. Cost $73.61 Unrealized +13.2%
Berkshire Hathaway 'B' 0.3%
Value ($000) $1,491 Shares 11,740 Est. Cost $112.01 Unrealized
Tiffany 0.3%
Value ($000) $1,444 Shares 14,440 Est. Cost $72.99 Unrealized
Dentsply Int'l 0.3%
Value ($000) $1,438 Shares 30,604 Est. Cost $41.01 Unrealized
LOW Lowe's 0.3%
Value ($000) $1,429 Shares 29,775 Est. Cost $32.88 Unrealized +15.1%
IRBTQ iRobot 0.3%
Value ($000) $1,303 Shares 31,790 Est. Cost $31.89 Unrealized +13.4%
MPC Marathon Petroleum 0.3%
Value ($000) $1,249 Shares 16,015 Est. Cost $27.55 Unrealized +13.1%
EXPD Expeditors Int'l 0.3%
Value ($000) $1,239 Shares 28,150 Est. Cost $31.69 Unrealized +16.6%
HSIC Henry Schein 0.2%
Value ($000) $1,157 Shares 9,725 Est. Cost $36.80 Unrealized +24.3%
BCPC Balchem 0.2%
Value ($000) $1,148 Shares 21,250 Est. Cost $42.43 Unrealized +27.0%
CAT Caterpillar 0.2%
Value ($000) $1,140 Shares 10,463 Est. Cost $61.77 Unrealized +26.3%
Johnson Controls 0.2%
Value ($000) $1,129 Shares 22,575 Est. Cost $36.47 Unrealized
Monsanto 0.2%
Value ($000) $1,116 Shares 9,000 Est. Cost $99.22 Unrealized
HD Home Depot 0.2%
Value ($000) $1,104 Shares 13,630 Est. Cost $56.16 Unrealized +7.0%
D Dominion Resources 0.2%
Value ($000) $1,087 Shares 15,100 Est. Cost $34.53 Unrealized +24.3%
Kellogg 0.2%
Value ($000) $1,066 Shares 16,150 Est. Cost $38.90 Unrealized +7.3%
BDX Becton, Dickinson 0.2%
Value ($000) $1,064 Shares 9,013 Est. Cost $78.41 Unrealized +20.8%
FCX Freeport McMoran Copper & Gold B 0.2%
Value ($000) $1,044 Shares 28,215 Est. Cost $25.01 Unrealized +18.2%
Linear Technology 0.2%
Value ($000) $1,028 Shares 21,864 Est. Cost $37.02 Unrealized
CTSH Cognizant Technology 0.2%
Value ($000) $1,025 Shares 20,909 Est. Cost $37.60 Unrealized +14.9%
CVX Chevron 0.2%
Value ($000) $984 Shares 7,513 Est. Cost $71.38 Unrealized +6.3%
Hewlett-Packard 0.2%
Value ($000) $942 Shares 27,700 Est. Cost $25.00 Unrealized
Weingarten Realty 0.2%
Value ($000) $941 Shares 28,512 Est. Cost $31.09 Unrealized
State Street Corp. 0.2%
Value ($000) $922 Shares 13,754 Est. Cost $65.00 Unrealized
Noble Energy 0.2%
Value ($000) $878 Shares 11,400 Est. Cost $60.00 Unrealized
CMI Cummins Inc. 0.2%
Value ($000) $815 Shares 5,295 Est. Cost $82.62 Unrealized +34.0%
Bristol-Myers Squibb 0.2%
Value ($000) $722 Shares 15,049 Est. Cost $45.02 Unrealized
AMZN Amazon.com 0.2%
Value ($000) $721 Shares 2,219 Est. Cost $13.43 Unrealized +17.8%
BR Broadridge Financial Solutions 0.1%
Value ($000) $688 Shares 16,380 Est. Cost $20.36 Unrealized +55.9%
Kayne Anderson 0.1%
Value ($000) $686 Shares 17,579 Est. Cost $38.95 Unrealized
EQR Equity Residential Properties 0.1%
Value ($000) $675 Shares 10,720 Est. Cost $31.42 Unrealized +9.6%
HCP Inc. 0.1%
Value ($000) $640 Shares 15,600 Est. Cost $44.36 Unrealized
BFS Saul Centers 0.1%
Value ($000) $637 Shares 13,000 Est. Cost $44.00 Unrealized
GIS General Mills 0.1%
Value ($000) $603 Shares 11,382 Est. Cost $31.98 Unrealized +11.9%
Roche Holdings AG Genusschein 0.1%
Value ($000) $596 Shares 2,000 Est. Cost $249.00 Unrealized
Suncor Energy 0.1%
Value ($000) $591 Shares 13,750 Est. Cost $29.59 Unrealized
Dr. Pepper Snapple 0.1%
Value ($000) $583 Shares 9,875 Est. Cost $45.98 Unrealized
Royal Dutch Shell PLC 'A' 0.1%
Value ($000) $578 Shares 7,048 Est. Cost $63.96 Unrealized
ROST Ross Stores 0.1%
Value ($000) $568 Shares 8,600 Est. Cost $28.26 Unrealized +8.3%
SBUX Starbucks 0.1%
Value ($000) $533 Shares 6,917 Est. Cost $26.60 Unrealized +8.5%
DIS Disney, Walt 0.1%
Value ($000) $524 Shares 6,091 Est. Cost $56.46 Unrealized +30.1%
Health Care REIT 0.1%
Value ($000) $517 Shares 8,200 Est. Cost $66.88 Unrealized
Bank of America 0.1%
Value ($000) $499 Shares 33,294 Est. Cost $13.13 Unrealized
WFC Wells Fargo 0.1%
Value ($000) $427 Shares 8,063 Est. Cost $28.51 Unrealized +27.3%
ISRG Intuitive Surgical 0.1%
Value ($000) $424 Shares 1,030 Est. Cost $54.33 Unrealized -18.8%
DUK Duke Energy 0.1%
Value ($000) $379 Shares 5,116 Est. Cost $41.78 Unrealized +6.5%
HCSG Healthcare Services Group 0.1%
Value ($000) $377 Shares 13,000 Est. Cost $24.06 Unrealized +22.6%
CSX CSX Corp. 0.1%
Value ($000) $372 Shares 12,000 Est. Cost $6.66 Unrealized +21.5%
TROW T Rowe Price 0.1%
Value ($000) $368 Shares 4,375 Est. Cost $47.67 Unrealized +11.6%
Bed Bath & Beyond 0.1%
Value ($000) $365 Shares 6,410 Est. Cost $67.66 Unrealized
JPM JP Morgan Chase 0.1%
Value ($000) $352 Shares 6,168 Est. Cost $37.19 Unrealized +10.8%
Kraft Foods Group 0.1%
Value ($000) $323 Shares 5,385 Est. Cost $55.68 Unrealized
KIM Kimco Realty 0.1%
Value ($000) $311 Shares 13,500 Est. Cost $12.61 Unrealized +3.5%
EL Estee Lauder 0.1%
Value ($000) $293 Shares 3,957 Est. Cost $58.25 Unrealized +8.8%
ORCL Oracle Corp. 0.1%
Value ($000) $288 Shares 7,019 Est. Cost $27.96 Unrealized +24.0%
NSC Norfolk Southern 0.1%
Value ($000) $272 Shares 2,640 Est. Cost $56.99 Unrealized +33.4%
GPC Genuine Parts 0.1%
Value ($000) $271 Shares 3,075 Est. Cost $55.09 Unrealized +11.9%
V Visa 0.1%
Value ($000) $256 Shares 1,215 Est. Cost $51.06 Unrealized -5.7%
Time Warner New 0.1%
Value ($000) $253 Shares 3,610 Est. Cost $57.89 Unrealized
DuPont 0.0%
Value ($000) $233 Shares 3,586 Est. Cost $64.89 Unrealized
SEIC SEI Investments 0.0%
Value ($000) $231 Shares 7,000 Est. Cost $26.47 Unrealized +5.3%
Ingredion 0.0%
Value ($000) $225 Shares 3,000 Est. Cost $68.00 Unrealized
HSY Hershey Company 0.0%
Value ($000) $223 Shares 2,300 Est. Cost $69.67 Unrealized +6.8%
MDLZ Mondelez Int'l 0.0%
Value ($000) $215 Shares 5,658 Est. Cost $23.16 Unrealized +22.2%
Sirona Dental Systems 0.0%
Value ($000) $209 Shares 2,550 Est. Cost $81.96 Unrealized
Plum Creek Timber 0.0%
Value ($000) $206 Shares 4,585 Est. Cost $44.93 Unrealized