WENDELL DAVID ASSOCIATES INC Diversified Active

CIK: 0000878228 · Show all filings

Period: Q3 2015 (← Previous) (Next →)

Filing Date: Oct 16, 2015

Total Value ($000): $487,194 (100.0% shares, 0.0% debt)

Holdings (147)

ADP Automatic Data Processing 4.1%
Value ($000) $20,093 Shares 251,157 Est. Cost $45.09 Unrealized +41.7%
MA MasterCard 3.5%
Value ($000) $17,066 Shares 189,623 Est. Cost $70.99 Unrealized +24.4%
ECL Ecolab 3.5%
Value ($000) $17,009 Shares 154,630 Est. Cost $74.34 Unrealized +34.2%
TJX TJX Companies 3.5%
Value ($000) $16,975 Shares 239,080 Est. Cost $21.22 Unrealized +43.0%
NKE NIKE 'B' 3.3%
Value ($000) $16,181 Shares 131,555 Est. Cost $27.38 Unrealized +81.1%
CL Colgate-Palmolive 3.0%
Value ($000) $14,447 Shares 229,312 Est. Cost $44.45 Unrealized +15.4%
XOM ExxonMobil 2.8%
Value ($000) $13,844 Shares 187,075 Est. Cost $53.77 Unrealized -8.7%
KO Coca-Cola 2.8%
Value ($000) $13,494 Shares 337,339 Est. Cost $27.85 Unrealized +3.5%
AAPL Apple, Inc. 2.7%
Value ($000) $13,058 Shares 118,705 Est. Cost $18.28 Unrealized +43.8%
JNJ Johnson & Johnson 2.6%
Value ($000) $12,756 Shares 137,166 Est. Cost $60.16 Unrealized +20.5%
SYK Stryker 2.5%
Value ($000) $11,983 Shares 127,477 Est. Cost $59.05 Unrealized +48.9%
Stericycle 2.4%
Value ($000) $11,605 Shares 83,487 Est. Cost $112.40 Unrealized
CHD Church & Dwight 2.3%
Value ($000) $11,345 Shares 135,065 Est. Cost $26.40 Unrealized +41.6%
MKC McCormick & Co. 2.2%
Value ($000) $10,485 Shares 127,865 Est. Cost $28.25 Unrealized +18.1%
Celgene 2.0%
Value ($000) $9,784 Shares 90,595 Est. Cost $100.82 Unrealized
MCD McDonald's 1.9%
Value ($000) $9,319 Shares 94,131 Est. Cost $71.80 Unrealized +4.9%
ABT Abbott Labs 1.8%
Value ($000) $8,991 Shares 224,769 Est. Cost $28.85 Unrealized +34.5%
FISV Fiserv 1.8%
Value ($000) $8,953 Shares 102,910 Est. Cost $25.30 Unrealized +71.0%
United Technologies 1.7%
Value ($000) $8,277 Shares 92,996 Est. Cost $94.07 Unrealized
ABBV AbbVie 1.7%
Value ($000) $8,051 Shares 149,099 Est. Cost $26.55 Unrealized +60.2%
Walgreens Boots Alliance 1.6%
Value ($000) $7,929 Shares 95,533 Est. Cost $76.00 Unrealized
PG Procter & Gamble 1.6%
Value ($000) $7,902 Shares 109,752 Est. Cost $55.00 Unrealized +2.4%
PEP PepsiCo 1.6%
Value ($000) $7,858 Shares 83,593 Est. Cost $56.34 Unrealized +23.4%
RHHBY Roche Holding Ltd ADR 1.4%
Value ($000) $6,616 Shares 200,493 Est. Cost $49.05 Unrealized
MSFT Microsoft 1.2%
Value ($000) $6,066 Shares 137,867 Est. Cost $26.70 Unrealized +45.8%
BF/B Brown-Forman 'B' 1.2%
Value ($000) $5,797 Shares 59,767 Est. Cost $23.35 Unrealized +45.2%
FDS FactSet Research Systems 1.2%
Value ($000) $5,788 Shares 36,175 Est. Cost $85.01 Unrealized +72.7%
INTU Intuit 1.1%
Value ($000) $5,330 Shares 59,884 Est. Cost $55.80 Unrealized +60.2%
Praxair 1.0%
Value ($000) $5,035 Shares 49,359 Est. Cost $116.25 Unrealized
GILD Gilead Sciences 1.0%
Value ($000) $4,980 Shares 50,818 Est. Cost $53.73 Unrealized +44.2%
ACN Accenture Ltd. 'A' 1.0%
Value ($000) $4,903 Shares 50,026 Est. Cost $80.68 Unrealized +3.9%
DHR Danaher 1.0%
Value ($000) $4,795 Shares 56,410 Est. Cost $25.28 Unrealized +42.4%
UNP Union Pacific 1.0%
Value ($000) $4,638 Shares 52,706 Est. Cost $74.05 Unrealized -2.5%
EOG EOG Resources 1.0%
Value ($000) $4,633 Shares 63,460 Est. Cost $58.89 Unrealized -3.0%
QCOM QUALCOMM 0.9%
Value ($000) $4,336 Shares 80,291 Est. Cost $46.43 Unrealized -4.9%
NVO Novo Nordisk ADR 0.9%
Value ($000) $4,255 Shares 78,800 Est. Cost $68.77 Unrealized
SYY Sysco Corp. 0.8%
Value ($000) $3,918 Shares 100,463 Est. Cost $24.40 Unrealized +19.1%
IDXX IDEXX Labs 0.8%
Value ($000) $3,873 Shares 52,335 Est. Cost $60.91 Unrealized +17.6%
USB US Bancorp 0.8%
Value ($000) $3,806 Shares 92,824 Est. Cost $22.53 Unrealized +32.3%
NEE NextEra Energy 0.8%
Value ($000) $3,723 Shares 37,993 Est. Cost $19.29 Unrealized +0.8%
LLY Lilly, Eli 0.7%
Value ($000) $3,507 Shares 41,750 Est. Cost $42.21 Unrealized +66.9%
SBUX Starbucks 0.7%
Value ($000) $3,441 Shares 60,374 Est. Cost $36.37 Unrealized +24.6%
GWW Grainger, W.W. 0.6%
Value ($000) $3,117 Shares 14,497 Est. Cost $204.51 Unrealized -7.0%
ITW Illinois Tool Works 0.6%
Value ($000) $3,038 Shares 37,054 Est. Cost $49.85 Unrealized +37.1%
VZ Verizon Communications 0.6%
Value ($000) $2,996 Shares 68,100 Est. Cost $27.14 Unrealized -0.5%
HAIN Hain Celestial Group 0.6%
Value ($000) $2,903 Shares 55,830 Est. Cost $60.37 Unrealized +4.8%
General Electric 0.6%
Value ($000) $2,816 Shares 112,639 Est. Cost $23.10 Unrealized
PAYX Paychex 0.5%
Value ($000) $2,604 Shares 54,245 Est. Cost $25.43 Unrealized +34.1%
CVS CVS Health 0.5%
Value ($000) $2,518 Shares 26,225 Est. Cost $50.05 Unrealized +55.4%
MRK Merck 0.5%
Value ($000) $2,514 Shares 51,308 Est. Cost $40.23 Unrealized -4.6%
WMT Wal-Mart Stores 0.5%
Value ($000) $2,460 Shares 37,848 Est. Cost $19.98 Unrealized -5.4%
APD Air Products 0.5%
Value ($000) $2,458 Shares 19,207 Est. Cost $61.75 Unrealized +59.3%
CDK Global Inc. 0.5%
Value ($000) $2,396 Shares 49,917 Est. Cost $53.99 Unrealized
Sigma-Aldrich 0.5%
Value ($000) $2,358 Shares 16,963 Est. Cost $80.00 Unrealized
BCPC Balchem 0.5%
Value ($000) $2,325 Shares 38,110 Est. Cost $47.79 Unrealized +14.3%
TSCO Tractor Supply Company 0.5%
Value ($000) $2,307 Shares 27,460 Est. Cost $14.92 Unrealized +2.2%
PRA Group 0.5%
Value ($000) $2,259 Shares 42,620 Est. Cost $71.10 Unrealized
T AT&T 0.5%
Value ($000) $2,252 Shares 68,242 Est. Cost $11.39 Unrealized +7.7%
AMT American Tower 'A' 0.5%
Value ($000) $2,234 Shares 25,390 Est. Cost $72.97 Unrealized +0.0%
FLO Flowers Foods 0.5%
Value ($000) $2,233 Shares 89,300 Est. Cost $13.95 Unrealized +8.9%
PFF iShares S&P US Pfd 0.5%
Value ($000) $2,214 Shares 56,775 Est. Cost $39.50 Unrealized
IBM IBM 0.4%
Value ($000) $2,191 Shares 15,107 Est. Cost $118.94 Unrealized -19.8%
PM Philip Morris Int'l 0.4%
Value ($000) $2,097 Shares 26,544 Est. Cost $49.57 Unrealized -1.4%
LOW Lowe's 0.4%
Value ($000) $2,054 Shares 29,775 Est. Cost $32.88 Unrealized +73.2%
CSCO Cisco Systems 0.4%
Value ($000) $2,013 Shares 77,404 Est. Cost $15.28 Unrealized +28.1%
INTC Intel 0.4%
Value ($000) $1,904 Shares 63,475 Est. Cost $17.32 Unrealized +30.6%
BR Broadridge Financial Solutions 0.4%
Value ($000) $1,882 Shares 34,216 Est. Cost $33.11 Unrealized +35.4%
MMM 3M Company 0.4%
Value ($000) $1,877 Shares 13,221 Est. Cost $64.82 Unrealized +35.0%
PFE Pfizer 0.4%
Value ($000) $1,871 Shares 60,342 Est. Cost $16.45 Unrealized +25.2%
HP Helmerich & Payne 0.4%
Value ($000) $1,827 Shares 38,872 Est. Cost $62.73 Unrealized -9.8%
WEX WEX 0.4%
Value ($000) $1,751 Shares 20,125 Est. Cost $94.27 Unrealized +5.7%
EMR Emerson Electric 0.4%
Value ($000) $1,727 Shares 39,261 Est. Cost $40.02 Unrealized -6.7%
AMGN Amgen 0.4%
Value ($000) $1,720 Shares 12,465 Est. Cost $73.61 Unrealized +57.9%
HD Home Depot 0.3%
Value ($000) $1,616 Shares 14,050 Est. Cost $56.37 Unrealized +60.5%
FAST Fastenal 0.3%
Value ($000) $1,589 Shares 42,950 Est. Cost $8.79 Unrealized -14.4%
JKHY Jack Henry & Associates 0.3%
Value ($000) $1,555 Shares 22,210 Est. Cost $54.07 Unrealized +12.2%
CTSH Cognizant Technology 0.3%
Value ($000) $1,552 Shares 24,631 Est. Cost $39.71 Unrealized +40.1%
Dentsply Int'l 0.3%
Value ($000) $1,493 Shares 29,279 Est. Cost $41.01 Unrealized
MPC Marathon Petroleum 0.3%
Value ($000) $1,490 Shares 32,388 Est. Cost $32.14 Unrealized +15.8%
BRK/B Berkshire Hathaway 'B' 0.3%
Value ($000) $1,488 Shares 11,444 Est. Cost $142.57 Unrealized -3.9%
HSIC Henry Schein 0.3%
Value ($000) $1,433 Shares 10,775 Est. Cost $38.13 Unrealized +45.3%
EXPD Expeditors Int'l 0.2%
Value ($000) $1,194 Shares 25,400 Est. Cost $31.69 Unrealized +30.5%
DIS Disney, Walt 0.2%
Value ($000) $1,193 Shares 11,696 Est. Cost $69.40 Unrealized +43.7%
Tiffany 0.2%
Value ($000) $1,189 Shares 15,440 Est. Cost $75.19 Unrealized
DE Deere & Company 0.2%
Value ($000) $1,149 Shares 15,525 Est. Cost $68.04 Unrealized +7.8%
BDX Becton, Dickinson 0.2%
Value ($000) $1,143 Shares 8,591 Est. Cost $78.41 Unrealized +52.1%
Weingarten Realty 0.2%
Value ($000) $1,118 Shares 33,887 Est. Cost $31.34 Unrealized
SLB Schlumberger 0.2%
Value ($000) $1,118 Shares 16,208 Est. Cost $55.35 Unrealized +6.4%
Kellogg 0.2%
Value ($000) $1,052 Shares 15,700 Est. Cost $38.92 Unrealized +11.2%
AMZN Amazon.com 0.2%
Value ($000) $1,050 Shares 2,050 Est. Cost $13.43 Unrealized +88.3%
D Dominion Resources 0.2%
Value ($000) $1,040 Shares 14,850 Est. Cost $34.53 Unrealized +30.1%
Johnson Controls 0.2%
Value ($000) $1,028 Shares 25,075 Est. Cost $37.22 Unrealized
Panera Bread 0.2%
Value ($000) $938 Shares 4,860 Est. Cost $184.44 Unrealized
COP ConocoPhillips 0.2%
Value ($000) $876 Shares 18,249 Est. Cost $43.30 Unrealized -15.0%
Linear Technology 0.2%
Value ($000) $856 Shares 21,396 Est. Cost $37.02 Unrealized
BMY Bristol-Myers Squibb 0.2%
Value ($000) $847 Shares 14,359 Est. Cost $46.01 Unrealized -3.2%
Dr. Pepper Snapple 0.2%
Value ($000) $843 Shares 10,675 Est. Cost $47.32 Unrealized
EQR Equity Residential Properties 0.2%
Value ($000) $804 Shares 10,720 Est. Cost $31.42 Unrealized +37.8%
BFS Saul Centers 0.2%
Value ($000) $754 Shares 14,500 Est. Cost $45.35 Unrealized
Hewlett-Packard 0.1%
Value ($000) $723 Shares 27,791 Est. Cost $25.00 Unrealized
HCP Inc. 0.1%
Value ($000) $681 Shares 18,400 Est. Cost $44.24 Unrealized
HSY Hershey Company 0.1%
Value ($000) $644 Shares 7,001 Est. Cost $71.82 Unrealized -1.1%
GPC Genuine Parts 0.1%
Value ($000) $627 Shares 7,550 Est. Cost $62.69 Unrealized +1.7%
GIS General Mills 0.1%
Value ($000) $621 Shares 11,082 Est. Cost $31.98 Unrealized +25.0%
Marathon Oil 0.1%
Value ($000) $621 Shares 41,389 Est. Cost $35.68 Unrealized
STT State Street Corp. 0.1%
Value ($000) $600 Shares 8,954 Est. Cost $57.63 Unrealized -4.0%
Welltower, Inc. 0.1%
Value ($000) $558 Shares 8,200 Est. Cost $66.88 Unrealized
ROST Ross Stores 0.1%
Value ($000) $554 Shares 11,540 Est. Cost $36.81 Unrealized +25.2%
CMI Cummins Inc. 0.1%
Value ($000) $550 Shares 5,045 Est. Cost $84.55 Unrealized +9.9%
Bank of America 0.1%
Value ($000) $536 Shares 33,494 Est. Cost $16.00 Unrealized
Roche Holdings AG Genusschein 0.1%
Value ($000) $528 Shares 2,000 Est. Cost $249.00 Unrealized
CVX Chevron 0.1%
Value ($000) $515 Shares 6,517 Est. Cost $71.33 Unrealized -24.5%
IRBTQ iRobot 0.1%
Value ($000) $496 Shares 17,090 Est. Cost $31.89 Unrealized -4.6%
ISRG Intuitive Surgical 0.1%
Value ($000) $469 Shares 1,020 Est. Cost $54.33 Unrealized +4.3%
KHC Kraft Heinz 0.1%
Value ($000) $453 Shares 6,385 Est. Cost $47.82 Unrealized 0.0%
HCSG Healthcare Services Group 0.1%
Value ($000) $432 Shares 12,700 Est. Cost $24.06 Unrealized +40.5%
Kayne Anderson 0.1%
Value ($000) $416 Shares 18,079 Est. Cost $38.92 Unrealized
V Visa 0.1%
Value ($000) $408 Shares 5,825 Est. Cost $59.74 Unrealized +11.1%
WFC Wells Fargo 0.1%
Value ($000) $406 Shares 7,960 Est. Cost $28.51 Unrealized +44.1%
MDLZ Mondelez Int'l 0.1%
Value ($000) $394 Shares 9,391 Est. Cost $28.41 Unrealized +19.8%
MO Altria 0.1%
Value ($000) $386 Shares 7,150 Est. Cost $23.76 Unrealized +13.7%
DUK Duke Energy 0.1%
Value ($000) $374 Shares 5,197 Est. Cost $41.93 Unrealized +12.5%
SU Suncor Energy 0.1%
Value ($000) $371 Shares 13,750 Est. Cost $20.73 Unrealized -10.5%
TRMB Trimble Navigation Limited 0.1%
Value ($000) $347 Shares 21,660 Est. Cost $29.70 Unrealized -32.1%
CAT Caterpillar 0.1%
Value ($000) $343 Shares 5,278 Est. Cost $61.77 Unrealized -4.3%
Noble Energy 0.1%
Value ($000) $342 Shares 11,400 Est. Cost $60.00 Unrealized
SEIC SEI Investments 0.1%
Value ($000) $336 Shares 7,000 Est. Cost $26.47 Unrealized +69.2%
Bed Bath & Beyond 0.1%
Value ($000) $333 Shares 5,835 Est. Cost $67.80 Unrealized
Royal Dutch Shell PLC 'A' 0.1%
Value ($000) $331 Shares 7,048 Est. Cost $63.96 Unrealized
CSX CSX Corp. 0.1%
Value ($000) $324 Shares 12,000 Est. Cost $6.66 Unrealized +25.5%
Monster Beverage 0.1%
Value ($000) $324 Shares 2,400 Est. Cost $92.08 Unrealized
KIM Kimco Realty 0.1%
Value ($000) $324 Shares 13,500 Est. Cost $12.61 Unrealized +14.9%
NOC Northrop Grumman 0.1%
Value ($000) $319 Shares 1,920 Est. Cost $114.24 Unrealized +24.0%
EL Estee Lauder 0.1%
Value ($000) $279 Shares 3,448 Est. Cost $58.25 Unrealized +25.9%
NSC Norfolk Southern 0.1%
Value ($000) $277 Shares 3,640 Est. Cost $64.91 Unrealized +0.3%
INGR Ingredion 0.1%
Value ($000) $261 Shares 3,000 Est. Cost $80.34 Unrealized +6.7%
Time Warner New 0.1%
Value ($000) $249 Shares 3,610 Est. Cost $86.98 Unrealized
ORCL Oracle Corp. 0.1%
Value ($000) $245 Shares 6,819 Est. Cost $27.96 Unrealized +17.7%
WGL Holdings 0.0%
Value ($000) $241 Shares 4,150 Est. Cost $54.94 Unrealized
JPM JP Morgan Chase 0.0%
Value ($000) $238 Shares 3,909 Est. Cost $37.19 Unrealized +33.4%
UAA Under Armour 0.0%
Value ($000) $238 Shares 2,450 Est. Cost $40.53 Unrealized +17.3%
TROW T Rowe Price 0.0%
Value ($000) $228 Shares 3,250 Est. Cost $47.67 Unrealized +7.0%
Sirona Dental Systems 0.0%
Value ($000) $228 Shares 2,450 Est. Cost $87.06 Unrealized
ULTA Ulta Salon Cosmetics 0.0%
Value ($000) $222 Shares 1,365 Est. Cost $164.62 Unrealized 0.0%
Aetna 0.0%
Value ($000) $218 Shares 2,000 Est. Cost $127.00 Unrealized
REGN Regeneron Pharmaceuticals 0.0%
Value ($000) $212 Shares 455 Est. Cost $422.88 Unrealized +26.3%
VFC VF Corporation 0.0%
Value ($000) $203 Shares 2,985 Est. Cost $68.50 Unrealized 0.0%