WENDELL DAVID ASSOCIATES INC Diversified Active

CIK: 0000878228 · Show all filings

Period: Q3 2014 (← Previous) (Next →)

Filing Date: Oct 21, 2014

Total Value ($000): $479,752 (100.0% shares, 0.0% debt)

Holdings (138)

ADP Automatic Data Processing 4.4%
Value ($000) $20,916 Shares 251,999 Est. Cost $45.09 Unrealized +24.8%
XOM ExxonMobil 3.9%
Value ($000) $18,729 Shares 199,245 Est. Cost $53.70 Unrealized +14.5%
ECL Ecolab 3.5%
Value ($000) $16,994 Shares 147,775 Est. Cost $73.60 Unrealized +34.9%
CL Colgate-Palmolive 3.1%
Value ($000) $14,923 Shares 229,584 Est. Cost $44.45 Unrealized +14.0%
KO Coca-Cola 3.1%
Value ($000) $14,815 Shares 344,539 Est. Cost $27.85 Unrealized +3.6%
JNJ Johnson & Johnson 3.0%
Value ($000) $14,286 Shares 133,513 Est. Cost $59.77 Unrealized +26.4%
Sigma-Aldrich 2.9%
Value ($000) $13,837 Shares 101,743 Est. Cost $80.00 Unrealized
TJX TJX Companies 2.9%
Value ($000) $13,688 Shares 231,992 Est. Cost $21.05 Unrealized +14.6%
MA MasterCard 2.8%
Value ($000) $13,432 Shares 181,518 Est. Cost $70.69 Unrealized +0.6%
NKE NIKE 'B' 2.4%
Value ($000) $11,473 Shares 128,905 Est. Cost $26.83 Unrealized +28.2%
AAPL Apple, Inc. 2.4%
Value ($000) $11,383 Shares 112,705 Est. Cost $17.96 Unrealized +20.4%
United Technologies 2.1%
Value ($000) $10,008 Shares 94,411 Est. Cost $93.35 Unrealized
MCD McDonald's 2.0%
Value ($000) $9,661 Shares 101,698 Est. Cost $71.80 Unrealized -0.8%
PG Procter & Gamble 2.0%
Value ($000) $9,609 Shares 114,397 Est. Cost $55.00 Unrealized +8.6%
CHD Church & Dwight 2.0%
Value ($000) $9,480 Shares 135,430 Est. Cost $26.31 Unrealized +11.1%
SYK Stryker 1.9%
Value ($000) $9,338 Shares 115,282 Est. Cost $56.92 Unrealized +26.4%
ABT Abbott Labs 1.9%
Value ($000) $9,313 Shares 221,735 Est. Cost $28.85 Unrealized +18.2%
Stericycle 1.9%
Value ($000) $8,968 Shares 76,650 Est. Cost $110.33 Unrealized
ABBV AbbVie 1.9%
Value ($000) $8,946 Shares 154,234 Est. Cost $26.55 Unrealized +32.5%
QCOM QUALCOMM 1.8%
Value ($000) $8,830 Shares 117,732 Est. Cost $46.43 Unrealized +19.4%
Celgene 1.8%
Value ($000) $8,601 Shares 90,540 Est. Cost $100.47 Unrealized
MKC McCormick & Co. 1.7%
Value ($000) $8,202 Shares 122,425 Est. Cost $28.19 Unrealized -1.8%
PEP PepsiCo 1.6%
Value ($000) $7,597 Shares 81,683 Est. Cost $56.00 Unrealized +15.9%
RHHBY Roche Holding Ltd ADR 1.6%
Value ($000) $7,493 Shares 202,502 Est. Cost $49.20 Unrealized
Praxair 1.4%
Value ($000) $6,892 Shares 53,424 Est. Cost $116.20 Unrealized
FISV Fiserv 1.4%
Value ($000) $6,480 Shares 99,695 Est. Cost $24.80 Unrealized +27.4%
EOG EOG Resources 1.3%
Value ($000) $6,451 Shares 65,160 Est. Cost $58.78 Unrealized +35.0%
MSFT Microsoft 1.3%
Value ($000) $6,411 Shares 139,361 Est. Cost $26.70 Unrealized +41.0%
Walgreen 1.2%
Value ($000) $5,672 Shares 96,133 Est. Cost $44.00 Unrealized
INTU Intuit 1.1%
Value ($000) $5,418 Shares 61,571 Est. Cost $55.80 Unrealized +35.7%
BF/B Brown-Forman 'B' 1.0%
Value ($000) $4,956 Shares 55,065 Est. Cost $22.83 Unrealized +32.2%
GWW Grainger, W.W. 1.0%
Value ($000) $4,923 Shares 19,537 Est. Cost $204.42 Unrealized -0.3%
UNP Union Pacific 1.0%
Value ($000) $4,677 Shares 43,306 Est. Cost $71.17 Unrealized +12.8%
IBM IBM 0.9%
Value ($000) $4,431 Shares 23,321 Est. Cost $118.94 Unrealized -3.9%
DHR Danaher 0.9%
Value ($000) $4,419 Shares 58,143 Est. Cost $25.28 Unrealized +23.3%
Accenture Ltd 'A' 0.9%
Value ($000) $4,337 Shares 53,540 Est. Cost $72.00 Unrealized
FDS FactSet Research Systems 0.9%
Value ($000) $4,304 Shares 35,275 Est. Cost $84.34 Unrealized +30.0%
SYY Sysco Corp. 0.8%
Value ($000) $3,944 Shares 103,780 Est. Cost $24.40 Unrealized +13.0%
USB US Bancorp 0.8%
Value ($000) $3,859 Shares 91,891 Est. Cost $22.44 Unrealized +26.6%
NVO Novo Nordisk ADR 0.8%
Value ($000) $3,756 Shares 78,250 Est. Cost $68.77 Unrealized
HP Helmerich & Payne 0.8%
Value ($000) $3,609 Shares 36,822 Est. Cost $61.62 Unrealized +72.5%
WMT Wal-Mart Stores 0.7%
Value ($000) $3,523 Shares 46,353 Est. Cost $19.98 Unrealized +1.6%
NextEra Energy 0.7%
Value ($000) $3,384 Shares 35,999 Est. Cost $81.39 Unrealized
GILD Gilead Sciences 0.7%
Value ($000) $3,168 Shares 29,890 Est. Cost $40.69 Unrealized +67.2%
ITW Illinois Tool Works 0.6%
Value ($000) $3,113 Shares 37,054 Est. Cost $49.85 Unrealized +32.8%
General Electric 0.6%
Value ($000) $2,977 Shares 114,494 Est. Cost $23.08 Unrealized
Merck 0.6%
Value ($000) $2,787 Shares 47,233 Est. Cost $46.42 Unrealized
EMR Emerson Electric 0.6%
Value ($000) $2,719 Shares 43,161 Est. Cost $40.02 Unrealized +19.4%
LLY Lilly, Eli 0.6%
Value ($000) $2,714 Shares 41,750 Est. Cost $42.21 Unrealized +21.7%
Panera Bread 0.6%
Value ($000) $2,690 Shares 16,503 Est. Cost $184.44 Unrealized
VZ Verizon Communications 0.6%
Value ($000) $2,651 Shares 53,028 Est. Cost $26.99 Unrealized +3.0%
T A T & T 0.6%
Value ($000) $2,642 Shares 75,482 Est. Cost $11.39 Unrealized +4.5%
APD Air Products 0.5%
Value ($000) $2,497 Shares 19,207 Est. Cost $61.75 Unrealized +49.7%
PAYX Paychex 0.5%
Value ($000) $2,272 Shares 51,625 Est. Cost $25.09 Unrealized +18.5%
INTC Intel 0.5%
Value ($000) $2,253 Shares 64,372 Est. Cost $17.32 Unrealized +48.6%
IDXX IDEXX Labs 0.4%
Value ($000) $2,060 Shares 17,455 Est. Cost $43.86 Unrealized +44.1%
DE Deere & Company 0.4%
Value ($000) $2,034 Shares 24,810 Est. Cost $68.04 Unrealized +2.0%
CSCO Cisco Systems 0.4%
Value ($000) $2,004 Shares 80,144 Est. Cost $15.28 Unrealized +15.8%
PM Philip Morris Int'l 0.4%
Value ($000) $1,979 Shares 23,839 Est. Cost $49.63 Unrealized -3.5%
FAST Fastenal 0.4%
Value ($000) $1,928 Shares 42,850 Est. Cost $8.84 Unrealized -4.2%
WEX WEX 0.4%
Value ($000) $1,912 Shares 17,385 Est. Cost $92.79 Unrealized +18.4%
MMM 3M Company 0.4%
Value ($000) $1,870 Shares 13,166 Est. Cost $61.99 Unrealized +34.7%
AMGN Amgen 0.4%
Value ($000) $1,801 Shares 12,865 Est. Cost $73.61 Unrealized +28.4%
PFE Pfizer 0.4%
Value ($000) $1,801 Shares 60,042 Est. Cost $16.45 Unrealized +6.0%
FLO Flowers Foods 0.4%
Value ($000) $1,707 Shares 94,825 Est. Cost $13.95 Unrealized -8.8%
COP ConocoPhillips 0.3%
Value ($000) $1,672 Shares 21,711 Est. Cost $42.76 Unrealized +32.6%
CVS CVS Health 0.3%
Value ($000) $1,670 Shares 20,875 Est. Cost $41.56 Unrealized +38.3%
Berkshire Hathaway 'B' 0.3%
Value ($000) $1,627 Shares 11,790 Est. Cost $112.01 Unrealized
SLB Schlumberger 0.3%
Value ($000) $1,602 Shares 15,709 Est. Cost $54.50 Unrealized +45.9%
LOW Lowe's 0.3%
Value ($000) $1,578 Shares 29,775 Est. Cost $32.88 Unrealized +25.3%
Marathon Oil 0.3%
Value ($000) $1,573 Shares 41,389 Est. Cost $35.68 Unrealized
Portfolio Recovery Associates 0.3%
Value ($000) $1,558 Shares 29,955 Est. Cost $76.90 Unrealized
TRMB Trimble Navigation Limited 0.3%
Value ($000) $1,467 Shares 47,310 Est. Cost $29.70 Unrealized +9.4%
Dentsply Int'l 0.3%
Value ($000) $1,392 Shares 30,254 Est. Cost $41.01 Unrealized
Tiffany 0.3%
Value ($000) $1,386 Shares 14,440 Est. Cost $72.99 Unrealized
MPC Marathon Petroleum 0.3%
Value ($000) $1,337 Shares 15,726 Est. Cost $27.55 Unrealized +9.1%
HD Home Depot 0.3%
Value ($000) $1,282 Shares 13,930 Est. Cost $56.37 Unrealized +16.6%
BCPC Balchem 0.3%
Value ($000) $1,217 Shares 21,350 Est. Cost $42.43 Unrealized +17.9%
EXPD Expeditors Int'l 0.2%
Value ($000) $1,146 Shares 27,950 Est. Cost $31.69 Unrealized +16.0%
HSIC Henry Schein 0.2%
Value ($000) $1,128 Shares 9,725 Est. Cost $36.80 Unrealized +25.9%
Johnson Controls 0.2%
Value ($000) $1,103 Shares 25,075 Est. Cost $37.22 Unrealized
D Dominion Resources 0.2%
Value ($000) $1,042 Shares 15,100 Est. Cost $34.53 Unrealized +23.4%
Weingarten Realty 0.2%
Value ($000) $1,028 Shares 32,112 Est. Cost $31.20 Unrealized
BDX Becton, Dickinson 0.2%
Value ($000) $1,022 Shares 8,963 Est. Cost $78.41 Unrealized +22.0%
Kellogg 0.2%
Value ($000) $1,017 Shares 16,400 Est. Cost $38.92 Unrealized +4.1%
CAT Caterpillar 0.2%
Value ($000) $1,013 Shares 10,228 Est. Cost $61.77 Unrealized +28.4%
Monsanto 0.2%
Value ($000) $1,000 Shares 8,850 Est. Cost $99.22 Unrealized
Hewlett-Packard 0.2%
Value ($000) $970 Shares 27,700 Est. Cost $25.00 Unrealized
CTSH Cognizant Technology 0.2%
Value ($000) $968 Shares 21,509 Est. Cost $37.72 Unrealized +10.6%
Linear Technology 0.2%
Value ($000) $962 Shares 21,864 Est. Cost $37.02 Unrealized
IRBTQ iRobot 0.2%
Value ($000) $948 Shares 31,590 Est. Cost $31.89 Unrealized +7.4%
FCX Freeport-McMoRan 0.2%
Value ($000) $931 Shares 28,215 Est. Cost $25.01 Unrealized +26.5%
CVX Chevron 0.2%
Value ($000) $896 Shares 7,533 Est. Cost $71.38 Unrealized +10.0%
American Tower 'A' 0.2%
Value ($000) $890 Shares 9,465 Est. Cost $94.03 Unrealized
SBUX Starbucks 0.2%
Value ($000) $886 Shares 11,807 Est. Cost $28.36 Unrealized +8.8%
Noble Energy 0.2%
Value ($000) $775 Shares 11,400 Est. Cost $60.00 Unrealized
Bristol-Myers Squibb 0.2%
Value ($000) $767 Shares 15,049 Est. Cost $45.02 Unrealized
Kayne Anderson 0.2%
Value ($000) $721 Shares 17,579 Est. Cost $38.95 Unrealized
State Street Corp. 0.1%
Value ($000) $718 Shares 9,704 Est. Cost $65.00 Unrealized
PFF iShares S&P US Pfd 0.1%
Value ($000) $715 Shares 17,875 Est. Cost $40.00 Unrealized
AMZN Amazon.com 0.1%
Value ($000) $715 Shares 2,219 Est. Cost $13.43 Unrealized +23.9%
BR Broadridge Financial Solutions 0.1%
Value ($000) $688 Shares 16,380 Est. Cost $20.36 Unrealized +66.4%
CMI Cummins Inc. 0.1%
Value ($000) $686 Shares 5,195 Est. Cost $82.62 Unrealized +28.4%
EQR Equity Residential Properties 0.1%
Value ($000) $665 Shares 10,720 Est. Cost $31.42 Unrealized +17.5%
Dr. Pepper Snapple 0.1%
Value ($000) $664 Shares 10,375 Est. Cost $46.85 Unrealized
ROST Ross Stores 0.1%
Value ($000) $654 Shares 8,600 Est. Cost $28.26 Unrealized +10.2%
HCP Inc. 0.1%
Value ($000) $636 Shares 15,900 Est. Cost $44.28 Unrealized
BFS Saul Centers 0.1%
Value ($000) $611 Shares 13,000 Est. Cost $44.00 Unrealized
Roche Holdings AG Genusschein 0.1%
Value ($000) $590 Shares 2,000 Est. Cost $249.00 Unrealized
DIS Disney, Walt 0.1%
Value ($000) $569 Shares 6,391 Est. Cost $57.54 Unrealized +37.8%
Bank of America 0.1%
Value ($000) $566 Shares 33,294 Est. Cost $13.13 Unrealized
GIS General Mills 0.1%
Value ($000) $564 Shares 11,282 Est. Cost $31.98 Unrealized +10.9%
Royal Dutch Shell PLC 'A' 0.1%
Value ($000) $536 Shares 7,048 Est. Cost $63.96 Unrealized
Health Care REIT 0.1%
Value ($000) $508 Shares 8,200 Est. Cost $66.88 Unrealized
Suncor Energy 0.1%
Value ($000) $495 Shares 13,750 Est. Cost $29.59 Unrealized
ISRG Intuitive Surgical 0.1%
Value ($000) $476 Shares 1,030 Est. Cost $54.33 Unrealized -8.6%
WFC Wells Fargo 0.1%
Value ($000) $414 Shares 7,960 Est. Cost $28.51 Unrealized +31.2%
Bed Bath & Beyond 0.1%
Value ($000) $403 Shares 6,110 Est. Cost $67.66 Unrealized
CSX CSX Corp. 0.1%
Value ($000) $384 Shares 12,000 Est. Cost $6.66 Unrealized +29.4%
DUK Duke Energy 0.1%
Value ($000) $384 Shares 5,116 Est. Cost $41.78 Unrealized +9.2%
JPM JP Morgan Chase 0.1%
Value ($000) $370 Shares 6,168 Est. Cost $37.19 Unrealized +16.0%
HCSG Healthcare Services Group 0.1%
Value ($000) $368 Shares 12,700 Est. Cost $24.06 Unrealized +15.6%
JKHY Jack Henry & Associates 0.1%
Value ($000) $344 Shares 6,150 Est. Cost $50.60 Unrealized 0.0%
Kraft Foods Group 0.1%
Value ($000) $302 Shares 5,385 Est. Cost $55.68 Unrealized
TROW T Rowe Price 0.1%
Value ($000) $300 Shares 3,850 Est. Cost $47.67 Unrealized +10.3%
KIM Kimco Realty 0.1%
Value ($000) $297 Shares 13,500 Est. Cost $12.61 Unrealized +5.5%
NSC Norfolk Southern 0.1%
Value ($000) $296 Shares 2,640 Est. Cost $56.99 Unrealized +45.0%
EL Estee Lauder 0.1%
Value ($000) $274 Shares 3,657 Est. Cost $58.25 Unrealized +11.8%
Time Warner New 0.1%
Value ($000) $271 Shares 3,610 Est. Cost $57.89 Unrealized
ORCL Oracle Corp. 0.1%
Value ($000) $267 Shares 7,019 Est. Cost $27.96 Unrealized +22.4%
V Visa 0.1%
Value ($000) $259 Shares 1,215 Est. Cost $51.06 Unrealized -2.8%
DuPont 0.1%
Value ($000) $258 Shares 3,586 Est. Cost $64.89 Unrealized
GPC Genuine Parts 0.1%
Value ($000) $253 Shares 2,875 Est. Cost $55.09 Unrealized +13.6%
SEIC SEI Investments 0.1%
Value ($000) $252 Shares 7,000 Est. Cost $26.47 Unrealized +17.2%
Ingredion 0.0%
Value ($000) $228 Shares 3,000 Est. Cost $68.00 Unrealized
HSY Hershey Company 0.0%
Value ($000) $223 Shares 2,351 Est. Cost $69.69 Unrealized +1.3%
Monster Beverage 0.0%
Value ($000) $221 Shares 2,400 Est. Cost $92.08 Unrealized
Berkshire Hathaway 'A' 0.0%
Value ($000) $207 Shares 1 Est. Cost $207000.00 Unrealized