WENDELL DAVID ASSOCIATES INC Diversified Active

CIK: 0000878228 · Show all filings

Period: Q2 2015 (← Previous) (Next →)

Filing Date: Jul 20, 2015

Total Value ($000): $515,472 (100.0% shares, 0.0% debt)

Holdings (149)

ADP Automatic Data Processing 3.9%
Value ($000) $19,934 Shares 249,174 Est. Cost $45.09 Unrealized +49.9%
MA MasterCard 3.4%
Value ($000) $17,639 Shares 189,668 Est. Cost $70.99 Unrealized +21.3%
ECL Ecolab 3.4%
Value ($000) $17,374 Shares 153,750 Est. Cost $74.34 Unrealized +37.5%
XOM ExxonMobil 3.2%
Value ($000) $16,424 Shares 197,883 Est. Cost $53.77 Unrealized +1.0%
TJX TJX Companies 3.0%
Value ($000) $15,645 Shares 237,045 Est. Cost $21.22 Unrealized +35.2%
CL Colgate-Palmolive 2.9%
Value ($000) $14,930 Shares 229,687 Est. Cost $44.45 Unrealized +19.2%
NKE NIKE 'B' 2.8%
Value ($000) $14,589 Shares 135,080 Est. Cost $27.38 Unrealized +63.6%
AAPL Apple, Inc. 2.8%
Value ($000) $14,432 Shares 115,453 Est. Cost $18.05 Unrealized +58.1%
KO Coca-Cola 2.6%
Value ($000) $13,297 Shares 340,939 Est. Cost $27.85 Unrealized +4.2%
JNJ Johnson & Johnson 2.6%
Value ($000) $13,208 Shares 136,166 Est. Cost $60.16 Unrealized +23.8%
SYK Stryker 2.4%
Value ($000) $12,122 Shares 126,272 Est. Cost $59.05 Unrealized +41.9%
Stericycle 2.1%
Value ($000) $11,003 Shares 82,112 Est. Cost $111.95 Unrealized
United Technologies 2.1%
Value ($000) $10,951 Shares 98,661 Est. Cost $94.07 Unrealized
CHD Church & Dwight 2.1%
Value ($000) $10,948 Shares 135,155 Est. Cost $26.40 Unrealized +37.8%
ABT Abbott Labs 2.1%
Value ($000) $10,941 Shares 223,294 Est. Cost $28.85 Unrealized +36.3%
Celgene 2.1%
Value ($000) $10,633 Shares 91,665 Est. Cost $100.82 Unrealized
MKC McCormick & Co. 2.0%
Value ($000) $10,267 Shares 126,750 Est. Cost $28.25 Unrealized +12.6%
ABBV AbbVie 2.0%
Value ($000) $10,088 Shares 150,574 Est. Cost $26.55 Unrealized +59.4%
MCD McDonald's 1.8%
Value ($000) $9,111 Shares 95,906 Est. Cost $71.80 Unrealized +3.3%
FISV Fiserv 1.7%
Value ($000) $8,733 Shares 105,220 Est. Cost $25.30 Unrealized +58.9%
PG Procter & Gamble 1.7%
Value ($000) $8,650 Shares 110,897 Est. Cost $55.00 Unrealized +9.0%
Walgreens Boots Alliance 1.6%
Value ($000) $8,058 Shares 95,933 Est. Cost $76.00 Unrealized
PEP PepsiCo 1.5%
Value ($000) $7,653 Shares 82,293 Est. Cost $56.14 Unrealized +23.5%
RHHBY Roche Holding Ltd ADR 1.4%
Value ($000) $7,046 Shares 201,318 Est. Cost $49.05 Unrealized
Praxair 1.2%
Value ($000) $6,314 Shares 52,619 Est. Cost $116.25 Unrealized
MSFT Microsoft 1.2%
Value ($000) $6,115 Shares 138,967 Est. Cost $26.70 Unrealized +47.1%
INTU Intuit 1.2%
Value ($000) $6,065 Shares 60,046 Est. Cost $55.80 Unrealized +68.1%
BF/B Brown-Forman 'B' 1.1%
Value ($000) $5,927 Shares 59,267 Est. Cost $23.35 Unrealized +34.8%
FDS FactSet Research Systems 1.1%
Value ($000) $5,913 Shares 36,275 Est. Cost $85.01 Unrealized +71.1%
EOG EOG Resources 1.1%
Value ($000) $5,762 Shares 65,480 Est. Cost $58.89 Unrealized +15.2%
QCOM QUALCOMM 1.1%
Value ($000) $5,692 Shares 90,357 Est. Cost $46.43 Unrealized +8.4%
GILD Gilead Sciences 1.1%
Value ($000) $5,624 Shares 48,070 Est. Cost $52.37 Unrealized +45.1%
ACN Accenture Ltd 'A' 1.0%
Value ($000) $5,076 Shares 52,326 Est. Cost $80.68 Unrealized 0.0%
UNP Union Pacific 1.0%
Value ($000) $5,043 Shares 53,086 Est. Cost $74.05 Unrealized +10.7%
DHR Danaher 1.0%
Value ($000) $4,985 Shares 57,970 Est. Cost $25.28 Unrealized +37.9%
Sigma-Aldrich 0.9%
Value ($000) $4,793 Shares 34,484 Est. Cost $80.00 Unrealized
GWW Grainger, W.W. 0.9%
Value ($000) $4,530 Shares 19,112 Est. Cost $204.51 Unrealized -0.1%
NVO Novo Nordisk ADR 0.8%
Value ($000) $4,357 Shares 79,225 Est. Cost $68.77 Unrealized
USB US Bancorp 0.8%
Value ($000) $4,013 Shares 93,324 Est. Cost $22.53 Unrealized +32.7%
NEE NextEra Energy 0.7%
Value ($000) $3,732 Shares 38,078 Est. Cost $19.29 Unrealized 0.0%
SYY Sysco Corp. 0.7%
Value ($000) $3,678 Shares 102,180 Est. Cost $24.40 Unrealized +15.9%
LLY Lilly, Eli 0.7%
Value ($000) $3,465 Shares 41,750 Est. Cost $42.21 Unrealized +49.7%
ITW Illinois Tool Works 0.7%
Value ($000) $3,414 Shares 37,104 Est. Cost $49.85 Unrealized +48.4%
VZ Verizon Communications 0.6%
Value ($000) $3,196 Shares 68,000 Est. Cost $27.14 Unrealized +4.4%
SBUX Starbucks 0.6%
Value ($000) $3,158 Shares 58,474 Est. Cost $36.08 Unrealized +13.4%
General Electric 0.6%
Value ($000) $3,129 Shares 115,894 Est. Cost $23.10 Unrealized
IDXX IDEXX Labs 0.6%
Value ($000) $3,122 Shares 48,780 Est. Cost $60.12 Unrealized +15.1%
HAIN Hain Celestial Group 0.6%
Value ($000) $2,963 Shares 44,890 Est. Cost $59.65 Unrealized +5.9%
MRK Merck 0.6%
Value ($000) $2,922 Shares 51,269 Est. Cost $40.23 Unrealized 0.0%
WMT Wal-Mart Stores 0.6%
Value ($000) $2,856 Shares 40,225 Est. Cost $19.98 Unrealized +4.5%
CDK Global Inc. 0.5%
Value ($000) $2,829 Shares 52,398 Est. Cost $53.99 Unrealized
HP Helmerich & Payne 0.5%
Value ($000) $2,721 Shares 38,872 Est. Cost $62.73 Unrealized +17.8%
PRA Group 0.5%
Value ($000) $2,703 Shares 43,595 Est. Cost $71.10 Unrealized
APD Air Products 0.5%
Value ($000) $2,631 Shares 19,207 Est. Cost $61.75 Unrealized +69.8%
IBM IBM 0.5%
Value ($000) $2,588 Shares 15,876 Est. Cost $118.94 Unrealized -13.4%
PAYX Paychex 0.5%
Value ($000) $2,523 Shares 53,675 Est. Cost $25.34 Unrealized +39.8%
T AT&T 0.5%
Value ($000) $2,439 Shares 67,742 Est. Cost $11.39 Unrealized +7.3%
EMR Emerson Electric 0.5%
Value ($000) $2,357 Shares 42,861 Est. Cost $40.02 Unrealized +10.5%
AMT American Tower 'A' 0.4%
Value ($000) $2,312 Shares 24,865 Est. Cost $72.97 Unrealized 0.0%
MMM 3M Company 0.4%
Value ($000) $2,262 Shares 14,691 Est. Cost $64.82 Unrealized +46.3%
WEX WEX 0.4%
Value ($000) $2,257 Shares 19,800 Est. Cost $94.18 Unrealized +20.6%
PFF iShares S&P US Pfd 0.4%
Value ($000) $2,214 Shares 56,775 Est. Cost $39.50 Unrealized
PM Philip Morris Int'l 0.4%
Value ($000) $2,140 Shares 26,744 Est. Cost $49.57 Unrealized -2.5%
CSCO Cisco Systems 0.4%
Value ($000) $2,130 Shares 78,894 Est. Cost $15.28 Unrealized +35.0%
CVS CVS Health 0.4%
Value ($000) $2,108 Shares 20,075 Est. Cost $41.56 Unrealized +81.1%
PFE Pfizer 0.4%
Value ($000) $2,038 Shares 59,942 Est. Cost $16.45 Unrealized +26.3%
LOW Lowe's 0.4%
Value ($000) $1,995 Shares 29,775 Est. Cost $32.88 Unrealized +78.9%
AMGN Amgen 0.4%
Value ($000) $1,966 Shares 12,765 Est. Cost $73.61 Unrealized +59.7%
FLO Flowers Foods 0.4%
Value ($000) $1,949 Shares 92,800 Est. Cost $13.95 Unrealized +6.9%
INTC Intel 0.4%
Value ($000) $1,935 Shares 64,493 Est. Cost $17.32 Unrealized +44.9%
BCPC Balchem 0.4%
Value ($000) $1,931 Shares 34,485 Est. Cost $47.07 Unrealized +15.3%
FAST Fastenal 0.4%
Value ($000) $1,907 Shares 45,400 Est. Cost $8.79 Unrealized -9.7%
MPC Marathon Petroleum 0.3%
Value ($000) $1,684 Shares 32,388 Est. Cost $32.14 Unrealized +13.9%
HD Home Depot 0.3%
Value ($000) $1,560 Shares 14,050 Est. Cost $56.37 Unrealized +54.5%
BRK/B Berkshire Hathaway 'B' 0.3%
Value ($000) $1,540 Shares 11,325 Est. Cost $142.63 Unrealized 0.0%
TSCO Tractor Supply Company 0.3%
Value ($000) $1,530 Shares 17,005 Est. Cost $14.71 Unrealized +3.1%
HSIC Henry Schein 0.3%
Value ($000) $1,530 Shares 10,775 Est. Cost $38.13 Unrealized +45.0%
Dentsply Int'l 0.3%
Value ($000) $1,521 Shares 29,254 Est. Cost $41.01 Unrealized
DE Deere & Company 0.3%
Value ($000) $1,518 Shares 15,650 Est. Cost $68.04 Unrealized +10.8%
CTSH Cognizant Technology 0.3%
Value ($000) $1,451 Shares 23,781 Est. Cost $39.14 Unrealized +42.2%
Tiffany 0.3%
Value ($000) $1,420 Shares 15,440 Est. Cost $75.19 Unrealized
COP ConocoPhillips 0.3%
Value ($000) $1,403 Shares 22,999 Est. Cost $43.30 Unrealized +7.1%
SLB Schlumberger 0.3%
Value ($000) $1,393 Shares 16,196 Est. Cost $55.35 Unrealized +20.6%
DIS Disney, Walt 0.2%
Value ($000) $1,279 Shares 11,316 Est. Cost $68.38 Unrealized +46.2%
Johnson Controls 0.2%
Value ($000) $1,254 Shares 25,075 Est. Cost $37.22 Unrealized
BDX Becton, Dickinson 0.2%
Value ($000) $1,220 Shares 8,591 Est. Cost $78.41 Unrealized +49.7%
JKHY Jack Henry & Associates 0.2%
Value ($000) $1,179 Shares 18,135 Est. Cost $52.59 Unrealized +10.9%
EXPD Expeditors Int'l 0.2%
Value ($000) $1,168 Shares 25,400 Est. Cost $31.69 Unrealized +29.5%
Marathon Oil 0.2%
Value ($000) $1,118 Shares 41,389 Est. Cost $35.68 Unrealized
Weingarten Realty 0.2%
Value ($000) $1,108 Shares 33,562 Est. Cost $31.34 Unrealized
Kellogg 0.2%
Value ($000) $1,033 Shares 16,400 Est. Cost $38.92 Unrealized +5.7%
D Dominion Resources 0.2%
Value ($000) $995 Shares 14,850 Est. Cost $34.53 Unrealized +29.1%
Panera Bread 0.2%
Value ($000) $973 Shares 5,560 Est. Cost $184.44 Unrealized
BMY Bristol-Myers Squibb 0.2%
Value ($000) $948 Shares 14,359 Est. Cost $46.01 Unrealized 0.0%
Linear Technology 0.2%
Value ($000) $941 Shares 21,396 Est. Cost $37.02 Unrealized
Monsanto 0.2%
Value ($000) $899 Shares 8,400 Est. Cost $99.45 Unrealized
AMZN Amazon.com 0.2%
Value ($000) $890 Shares 2,050 Est. Cost $13.43 Unrealized +55.7%
CAT Caterpillar 0.2%
Value ($000) $874 Shares 10,278 Est. Cost $61.77 Unrealized +6.6%
ROST Ross Stores 0.2%
Value ($000) $850 Shares 17,340 Est. Cost $36.81 Unrealized +23.0%
Hewlett-Packard 0.2%
Value ($000) $831 Shares 27,700 Est. Cost $25.00 Unrealized
BR Broadridge Financial Solutions 0.2%
Value ($000) $819 Shares 16,380 Est. Cost $20.36 Unrealized +117.0%
Dr. Pepper Snapple 0.1%
Value ($000) $772 Shares 10,575 Est. Cost $47.32 Unrealized
CVX Chevron 0.1%
Value ($000) $750 Shares 7,817 Est. Cost $71.33 Unrealized -6.8%
EQR Equity Residential Properties 0.1%
Value ($000) $750 Shares 10,720 Est. Cost $31.42 Unrealized +37.9%
CMI Cummins Inc. 0.1%
Value ($000) $739 Shares 5,645 Est. Cost $84.55 Unrealized +21.6%
BFS Saul Centers 0.1%
Value ($000) $711 Shares 14,500 Est. Cost $45.35 Unrealized
STT State Street Corp. 0.1%
Value ($000) $689 Shares 8,954 Est. Cost $57.63 Unrealized 0.0%
HCP Inc. 0.1%
Value ($000) $662 Shares 18,400 Est. Cost $44.24 Unrealized
GIS General Mills 0.1%
Value ($000) $626 Shares 11,182 Est. Cost $31.98 Unrealized +21.3%
GPC Genuine Parts 0.1%
Value ($000) $599 Shares 6,650 Est. Cost $62.54 Unrealized +8.3%
IRBTQ iRobot 0.1%
Value ($000) $582 Shares 18,190 Est. Cost $31.89 Unrealized +2.8%
Bank of America 0.1%
Value ($000) $569 Shares 33,494 Est. Cost $13.13 Unrealized
FCX Freeport-McMoRan 0.1%
Value ($000) $565 Shares 29,715 Est. Cost $24.94 Unrealized -25.9%
Roche Holdings AG Genusschein 0.1%
Value ($000) $562 Shares 2,000 Est. Cost $249.00 Unrealized
TRMB Trimble Navigation Limited 0.1%
Value ($000) $549 Shares 23,860 Est. Cost $29.70 Unrealized -17.7%
Kraft Foods Group 0.1%
Value ($000) $543 Shares 6,385 Est. Cost $57.29 Unrealized
Kayne Anderson 0.1%
Value ($000) $542 Shares 18,079 Est. Cost $38.92 Unrealized
Health Care REIT 0.1%
Value ($000) $541 Shares 8,200 Est. Cost $66.88 Unrealized
ISRG Intuitive Surgical 0.1%
Value ($000) $495 Shares 1,020 Est. Cost $54.33 Unrealized +3.0%
Noble Energy 0.1%
Value ($000) $490 Shares 11,400 Est. Cost $60.00 Unrealized
WFC Wells Fargo 0.1%
Value ($000) $446 Shares 7,960 Est. Cost $28.51 Unrealized +45.1%
HSY Hershey Company 0.1%
Value ($000) $432 Shares 4,851 Est. Cost $72.17 Unrealized +1.3%
HCSG Healthcare Services Group 0.1%
Value ($000) $419 Shares 12,700 Est. Cost $24.06 Unrealized +30.9%
JPM JP Morgan Chase 0.1%
Value ($000) $413 Shares 6,168 Est. Cost $37.19 Unrealized +32.1%
Bed Bath & Beyond 0.1%
Value ($000) $413 Shares 5,985 Est. Cost $67.80 Unrealized
Royal Dutch Shell PLC 'A' 0.1%
Value ($000) $402 Shares 7,048 Est. Cost $63.96 Unrealized
CSX CSX Corp. 0.1%
Value ($000) $396 Shares 12,000 Est. Cost $6.66 Unrealized +47.5%
MDLZ Mondelez Int'l 0.1%
Value ($000) $393 Shares 9,575 Est. Cost $28.41 Unrealized +8.6%
SU Suncor Energy 0.1%
Value ($000) $385 Shares 13,750 Est. Cost $20.73 Unrealized 0.0%
DUK Duke Energy 0.1%
Value ($000) $369 Shares 5,197 Est. Cost $41.93 Unrealized +16.2%
MO Altria 0.1%
Value ($000) $350 Shares 7,150 Est. Cost $23.76 Unrealized +6.3%
SEIC SEI Investments 0.1%
Value ($000) $343 Shares 7,000 Est. Cost $26.47 Unrealized +55.7%
V Visa 0.1%
Value ($000) $343 Shares 5,115 Est. Cost $58.81 Unrealized +7.0%
Monster Beverage 0.1%
Value ($000) $322 Shares 2,400 Est. Cost $92.08 Unrealized
NSC Norfolk Southern 0.1%
Value ($000) $317 Shares 3,640 Est. Cost $64.91 Unrealized +19.3%
Time Warner New 0.1%
Value ($000) $314 Shares 3,610 Est. Cost $86.98 Unrealized
NOC Northrop Grumman 0.1%
Value ($000) $305 Shares 1,920 Est. Cost $114.24 Unrealized +17.8%
TROW T Rowe Price 0.1%
Value ($000) $300 Shares 3,850 Est. Cost $47.67 Unrealized +15.6%
EL Estee Lauder 0.1%
Value ($000) $300 Shares 3,448 Est. Cost $58.25 Unrealized +29.3%
KIM Kimco Realty 0.1%
Value ($000) $297 Shares 13,500 Est. Cost $12.61 Unrealized +15.6%
ORCL Oracle Corp. 0.1%
Value ($000) $273 Shares 6,819 Est. Cost $27.96 Unrealized +32.3%
Aetna 0.0%
Value ($000) $254 Shares 2,000 Est. Cost $127.00 Unrealized
Sirona Dental Systems 0.0%
Value ($000) $245 Shares 2,450 Est. Cost $87.06 Unrealized
INGR Ingredion 0.0%
Value ($000) $240 Shares 3,000 Est. Cost $80.34 Unrealized 0.0%
REGN Regeneron Pharmaceuticals 0.0%
Value ($000) $232 Shares 455 Est. Cost $422.88 Unrealized +14.9%
WGL Holdings 0.0%
Value ($000) $224 Shares 4,150 Est. Cost $54.94 Unrealized
DuPont 0.0%
Value ($000) $219 Shares 3,586 Est. Cost $64.89 Unrealized
BRK/A Berkshire Hathaway 'A' 0.0%
Value ($000) $205 Shares 1 Est. Cost $214536.25 Unrealized 0.0%
UAA Under Armour 0.0%
Value ($000) $201 Shares 2,425 Est. Cost $40.45 Unrealized 0.0%