WENDELL DAVID ASSOCIATES INC Diversified Active

CIK: 0000878228 · Show all filings

Period: Q4 2015 (← Previous) (Next →)

Filing Date: Jan 19, 2016

Total Value ($000): $506,892 (100.0% shares, 0.0% debt)

Holdings (149)

ADP Automatic Data Processing 4.3%
Value ($000) $21,673 Shares 254,981 Est. Cost $45.45 Unrealized +52.1%
MA MasterCard 3.6%
Value ($000) $18,464 Shares 190,352 Est. Cost $70.99 Unrealized +29.9%
ECL Ecolab 3.5%
Value ($000) $17,745 Shares 155,660 Est. Cost $74.34 Unrealized +41.5%
TJX TJX Companies 3.4%
Value ($000) $17,194 Shares 242,165 Est. Cost $21.34 Unrealized +44.8%
NKE NIKE 'B' 3.3%
Value ($000) $16,561 Shares 262,874 Est. Cost $42.01 Unrealized +34.9%
CL Colgate-Palmolive 3.1%
Value ($000) $15,472 Shares 230,925 Est. Cost $44.45 Unrealized +18.2%
KO Coca-Cola 2.9%
Value ($000) $14,474 Shares 336,615 Est. Cost $27.85 Unrealized +10.7%
XOM ExxonMobil 2.8%
Value ($000) $14,433 Shares 185,039 Est. Cost $53.77 Unrealized -4.4%
JNJ Johnson & Johnson 2.8%
Value ($000) $14,259 Shares 138,438 Est. Cost $60.16 Unrealized +26.2%
AAPL Apple, Inc. 2.5%
Value ($000) $12,542 Shares 119,450 Est. Cost $18.28 Unrealized +40.7%
SYK Stryker 2.5%
Value ($000) $12,528 Shares 134,707 Est. Cost $60.46 Unrealized +41.0%
CHD Church & Dwight 2.3%
Value ($000) $11,608 Shares 136,560 Est. Cost $26.53 Unrealized +41.4%
MKC McCormick & Co. 2.2%
Value ($000) $11,085 Shares 128,890 Est. Cost $28.25 Unrealized +23.2%
Celgene 2.2%
Value ($000) $11,078 Shares 92,315 Est. Cost $101.18 Unrealized
MCD McDonald's 2.2%
Value ($000) $11,001 Shares 93,225 Est. Cost $71.80 Unrealized +21.5%
ABT Abbott Labs 2.2%
Value ($000) $10,940 Shares 243,104 Est. Cost $29.43 Unrealized +24.2%
Stericycle 2.0%
Value ($000) $10,037 Shares 82,952 Est. Cost $112.40 Unrealized
FISV Fiserv 1.9%
Value ($000) $9,446 Shares 103,800 Est. Cost $25.30 Unrealized +85.6%
ABBV AbbVie 1.7%
Value ($000) $8,782 Shares 148,842 Est. Cost $26.55 Unrealized +43.0%
PG Procter & Gamble 1.7%
Value ($000) $8,749 Shares 110,745 Est. Cost $55.00 Unrealized +5.3%
PEP PepsiCo 1.7%
Value ($000) $8,392 Shares 83,916 Est. Cost $56.34 Unrealized +30.4%
United Technologies 1.6%
Value ($000) $8,318 Shares 86,641 Est. Cost $94.07 Unrealized
Walgreens Boots Alliance 1.6%
Value ($000) $8,167 Shares 96,078 Est. Cost $76.00 Unrealized
MSFT Microsoft 1.5%
Value ($000) $7,568 Shares 137,600 Est. Cost $26.70 Unrealized +72.0%
FDS FactSet Research Systems 1.2%
Value ($000) $6,078 Shares 37,290 Est. Cost $86.99 Unrealized +73.7%
BF/B Brown-Forman 'B' 1.2%
Value ($000) $5,957 Shares 60,172 Est. Cost $23.35 Unrealized +49.2%
INTU Intuit 1.1%
Value ($000) $5,817 Shares 59,966 Est. Cost $55.80 Unrealized +60.1%
GILD Gilead Sciences 1.1%
Value ($000) $5,710 Shares 56,538 Est. Cost $55.67 Unrealized +31.0%
RHHBY Roche Holding Ltd ADR 1.1%
Value ($000) $5,703 Shares 167,730 Est. Cost $49.05 Unrealized
DHR Danaher 1.0%
Value ($000) $5,309 Shares 57,089 Est. Cost $25.44 Unrealized +50.3%
ACN Accenture Ltd. 'A' 1.0%
Value ($000) $5,241 Shares 49,910 Est. Cost $80.68 Unrealized +11.5%
NVO Novo Nordisk ADR 0.9%
Value ($000) $4,664 Shares 80,420 Est. Cost $68.55 Unrealized
Praxair 0.9%
Value ($000) $4,652 Shares 45,609 Est. Cost $116.25 Unrealized
EOG EOG Resources 0.8%
Value ($000) $4,108 Shares 57,860 Est. Cost $58.89 Unrealized +1.6%
SYY Sysco Corp. 0.8%
Value ($000) $4,091 Shares 99,788 Est. Cost $24.40 Unrealized +29.0%
IDXX IDEXX Labs 0.8%
Value ($000) $4,082 Shares 55,924 Est. Cost $61.57 Unrealized +15.9%
USB US Bancorp 0.8%
Value ($000) $4,019 Shares 93,474 Est. Cost $22.53 Unrealized +31.4%
NEE NextEra Energy 0.8%
Value ($000) $4,001 Shares 38,474 Est. Cost $19.29 Unrealized +1.1%
QCOM QUALCOMM 0.8%
Value ($000) $3,888 Shares 77,751 Est. Cost $46.43 Unrealized -13.9%
SBUX Starbucks 0.7%
Value ($000) $3,669 Shares 61,154 Est. Cost $36.54 Unrealized +35.2%
General Electric 0.7%
Value ($000) $3,550 Shares 114,515 Est. Cost $23.23 Unrealized
LLY Lilly, Eli 0.7%
Value ($000) $3,507 Shares 41,750 Est. Cost $42.21 Unrealized +65.1%
ITW Illinois Tool Works 0.7%
Value ($000) $3,497 Shares 37,604 Est. Cost $50.16 Unrealized +42.3%
VZ Verizon Communications 0.6%
Value ($000) $3,238 Shares 70,383 Est. Cost $27.13 Unrealized -0.8%
UNP Union Pacific 0.6%
Value ($000) $3,135 Shares 40,191 Est. Cost $74.05 Unrealized -7.8%
CVS CVS Health 0.6%
Value ($000) $2,936 Shares 29,960 Est. Cost $52.87 Unrealized +37.3%
PAYX Paychex 0.6%
Value ($000) $2,862 Shares 54,005 Est. Cost $25.43 Unrealized +51.6%
TSCO Tractor Supply Company 0.6%
Value ($000) $2,808 Shares 32,655 Est. Cost $14.96 Unrealized +1.6%
MRK Merck 0.6%
Value ($000) $2,791 Shares 52,658 Est. Cost $40.15 Unrealized -8.4%
AMT American Tower 'A' 0.5%
Value ($000) $2,553 Shares 26,315 Est. Cost $73.08 Unrealized +3.9%
APD Air Products 0.5%
Value ($000) $2,492 Shares 19,169 Est. Cost $61.75 Unrealized +58.6%
BR Broadridge Financial Solutions 0.5%
Value ($000) $2,490 Shares 46,116 Est. Cost $36.70 Unrealized +28.2%
BCPC Balchem 0.5%
Value ($000) $2,421 Shares 39,685 Est. Cost $48.33 Unrealized +26.9%
T AT&T 0.5%
Value ($000) $2,405 Shares 70,725 Est. Cost $11.42 Unrealized +8.8%
CDK Global Inc. 0.5%
Value ($000) $2,296 Shares 48,843 Est. Cost $53.99 Unrealized
PM Philip Morris Int'l 0.4%
Value ($000) $2,266 Shares 25,754 Est. Cost $49.57 Unrealized +5.5%
LOW Lowe's 0.4%
Value ($000) $2,263 Shares 29,775 Est. Cost $32.88 Unrealized +87.7%
WMT Wal-Mart Stores 0.4%
Value ($000) $2,251 Shares 36,894 Est. Cost $19.98 Unrealized -16.8%
INTC Intel 0.4%
Value ($000) $2,190 Shares 64,405 Est. Cost $17.46 Unrealized +52.7%
MMM 3M Company 0.4%
Value ($000) $2,111 Shares 13,981 Est. Cost $66.30 Unrealized +38.9%
CSCO Cisco Systems 0.4%
Value ($000) $2,107 Shares 78,045 Est. Cost $15.28 Unrealized +31.9%
HP Helmerich & Payne 0.4%
Value ($000) $2,094 Shares 38,772 Est. Cost $62.73 Unrealized -11.8%
EMR Emerson Electric 0.4%
Value ($000) $2,059 Shares 42,902 Est. Cost $39.72 Unrealized -8.1%
GWW Grainger, W.W. 0.4%
Value ($000) $2,047 Shares 10,082 Est. Cost $204.51 Unrealized -14.5%
AMGN Amgen 0.4%
Value ($000) $2,019 Shares 12,465 Est. Cost $73.61 Unrealized +58.3%
JKHY Jack Henry & Associates 0.4%
Value ($000) $1,988 Shares 25,485 Est. Cost $55.86 Unrealized +21.7%
IBM IBM 0.4%
Value ($000) $1,913 Shares 13,859 Est. Cost $118.94 Unrealized -26.4%
PFE Pfizer 0.4%
Value ($000) $1,904 Shares 59,505 Est. Cost $16.45 Unrealized +23.8%
HD Home Depot 0.4%
Value ($000) $1,869 Shares 14,156 Est. Cost $56.37 Unrealized +77.4%
FLO Flowers Foods 0.4%
Value ($000) $1,839 Shares 87,550 Est. Cost $13.95 Unrealized +17.6%
Dentsply Int'l 0.4%
Value ($000) $1,822 Shares 29,872 Est. Cost $41.41 Unrealized
HAIN Hain Celestial Group 0.3%
Value ($000) $1,714 Shares 42,855 Est. Cost $60.37 Unrealized -24.9%
HSIC Henry Schein 0.3%
Value ($000) $1,702 Shares 10,775 Est. Cost $38.13 Unrealized +55.9%
MPC Marathon Petroleum 0.3%
Value ($000) $1,685 Shares 32,409 Est. Cost $32.14 Unrealized +18.5%
WEX WEX 0.3%
Value ($000) $1,670 Shares 18,978 Est. Cost $94.27 Unrealized -3.8%
FAST Fastenal 0.3%
Value ($000) $1,654 Shares 40,346 Est. Cost $8.79 Unrealized -14.3%
BRK/B Berkshire Hathaway 'B' 0.3%
Value ($000) $1,603 Shares 12,144 Est. Cost $142.09 Unrealized -5.6%
CTSH Cognizant Technology 0.3%
Value ($000) $1,494 Shares 24,905 Est. Cost $39.91 Unrealized +43.2%
Weingarten Realty 0.3%
Value ($000) $1,480 Shares 42,298 Est. Cost $32.07 Unrealized
AMZN Amazon.com 0.3%
Value ($000) $1,386 Shares 2,050 Est. Cost $13.43 Unrealized +134.8%
BDX Becton, Dickinson 0.3%
Value ($000) $1,323 Shares 8,591 Est. Cost $78.41 Unrealized +57.4%
PRA Group 0.2%
Value ($000) $1,224 Shares 34,970 Est. Cost $71.10 Unrealized
SLB Schlumberger 0.2%
Value ($000) $1,175 Shares 16,787 Est. Cost $55.37 Unrealized +1.3%
Tiffany 0.2%
Value ($000) $1,173 Shares 15,440 Est. Cost $75.19 Unrealized
DIS Disney, Walt 0.2%
Value ($000) $1,173 Shares 11,174 Est. Cost $69.40 Unrealized +47.3%
EXPD Expeditors Int'l 0.2%
Value ($000) $1,141 Shares 25,350 Est. Cost $31.69 Unrealized +34.3%
Kellogg 0.2%
Value ($000) $1,130 Shares 15,700 Est. Cost $38.92 Unrealized +17.4%
PFF iShares S&P US Pfd 0.2%
Value ($000) $1,112 Shares 28,525 Est. Cost $39.50 Unrealized
BMY Bristol-Myers Squibb 0.2%
Value ($000) $1,077 Shares 15,609 Est. Cost $46.06 Unrealized +1.4%
DE Deere & Company 0.2%
Value ($000) $1,020 Shares 13,417 Est. Cost $68.04 Unrealized -4.4%
D Dominion Resources 0.2%
Value ($000) $1,010 Shares 14,850 Est. Cost $34.53 Unrealized +29.1%
Dr. Pepper Snapple 0.2%
Value ($000) $993 Shares 10,675 Est. Cost $47.32 Unrealized
Johnson Controls 0.2%
Value ($000) $978 Shares 25,075 Est. Cost $37.22 Unrealized
Panera Bread 0.2%
Value ($000) $972 Shares 4,985 Est. Cost $184.71 Unrealized
Welltower, Inc. 0.2%
Value ($000) $933 Shares 13,727 Est. Cost $67.32 Unrealized
Linear Technology 0.2%
Value ($000) $896 Shares 21,323 Est. Cost $37.02 Unrealized
VFC VF Corporation 0.2%
Value ($000) $879 Shares 14,185 Est. Cost $63.70 Unrealized -2.0%
EQR Equity Residential Properties 0.2%
Value ($000) $879 Shares 10,720 Est. Cost $31.42 Unrealized +48.9%
BFS Saul Centers 0.1%
Value ($000) $740 Shares 14,500 Est. Cost $45.35 Unrealized
HCP Inc. 0.1%
Value ($000) $730 Shares 19,200 Est. Cost $43.98 Unrealized
HSY Hershey Company 0.1%
Value ($000) $710 Shares 7,975 Est. Cost $71.65 Unrealized -1.8%
CVX Chevron 0.1%
Value ($000) $681 Shares 7,567 Est. Cost $69.54 Unrealized -16.0%
GIS General Mills 0.1%
Value ($000) $662 Shares 11,414 Est. Cost $32.23 Unrealized +25.6%
GPC Genuine Parts 0.1%
Value ($000) $650 Shares 7,560 Est. Cost $62.69 Unrealized +4.0%
ROST Ross Stores 0.1%
Value ($000) $621 Shares 11,500 Est. Cost $36.81 Unrealized +25.6%
IRBTQ iRobot 0.1%
Value ($000) $598 Shares 17,090 Est. Cost $31.89 Unrealized +1.4%
STT State Street Corp. 0.1%
Value ($000) $591 Shares 8,954 Est. Cost $57.63 Unrealized -10.0%
ISRG Intuitive Surgical 0.1%
Value ($000) $557 Shares 1,020 Est. Cost $54.33 Unrealized +3.4%
Roche Holdings AG Genusschein 0.1%
Value ($000) $548 Shares 2,000 Est. Cost $249.00 Unrealized
V Visa 0.1%
Value ($000) $462 Shares 5,925 Est. Cost $59.95 Unrealized +20.4%
KHC Kraft Heinz 0.1%
Value ($000) $461 Shares 6,319 Est. Cost $47.82 Unrealized -1.6%
COP ConocoPhillips 0.1%
Value ($000) $459 Shares 9,770 Est. Cost $43.30 Unrealized -11.4%
WFC Wells Fargo 0.1%
Value ($000) $457 Shares 8,460 Est. Cost $29.24 Unrealized +39.7%
Bank of America 0.1%
Value ($000) $450 Shares 26,494 Est. Cost $16.00 Unrealized
CAT Caterpillar 0.1%
Value ($000) $447 Shares 6,578 Est. Cost $60.35 Unrealized -9.6%
HCSG Healthcare Services Group 0.1%
Value ($000) $445 Shares 12,700 Est. Cost $24.06 Unrealized +51.1%
MO Altria 0.1%
Value ($000) $425 Shares 7,333 Est. Cost $23.90 Unrealized +23.3%
HPE Hewlett Packard Enterprise 0.1%
Value ($000) $417 Shares 27,791 Est. Cost $6.50 Unrealized 0.0%
JPM JP Morgan Chase 0.1%
Value ($000) $405 Shares 6,134 Est. Cost $41.72 Unrealized +19.1%
MDLZ Mondelez Int'l 0.1%
Value ($000) $396 Shares 8,791 Est. Cost $28.41 Unrealized +24.9%
Noble Energy 0.1%
Value ($000) $376 Shares 11,400 Est. Cost $60.00 Unrealized
DUK Duke Energy 0.1%
Value ($000) $369 Shares 5,197 Est. Cost $41.93 Unrealized +10.6%
SEIC SEI Investments 0.1%
Value ($000) $364 Shares 7,000 Est. Cost $26.47 Unrealized +73.2%
MNST Monster Beverage 0.1%
Value ($000) $358 Shares 2,400 Est. Cost $24.14 Unrealized 0.0%
KIM Kimco Realty 0.1%
Value ($000) $351 Shares 13,500 Est. Cost $12.61 Unrealized +25.9%
NOC Northrop Grumman 0.1%
Value ($000) $350 Shares 1,850 Est. Cost $114.24 Unrealized +36.2%
HP Inc. 0.1%
Value ($000) $333 Shares 27,791 Est. Cost $25.00 Unrealized
Royal Dutch Shell PLC 'A' 0.1%
Value ($000) $324 Shares 7,048 Est. Cost $63.96 Unrealized
SU Suncor Energy 0.1%
Value ($000) $316 Shares 12,150 Est. Cost $20.73 Unrealized -7.2%
CSX CSX Corp. 0.1%
Value ($000) $312 Shares 12,000 Est. Cost $6.66 Unrealized +17.0%
TRMB Trimble Navigation Limited 0.1%
Value ($000) $310 Shares 14,760 Est. Cost $29.70 Unrealized -30.0%
NSC Norfolk Southern 0.1%
Value ($000) $309 Shares 3,640 Est. Cost $64.91 Unrealized +6.5%
EL Estee Lauder 0.1%
Value ($000) $303 Shares 3,448 Est. Cost $58.25 Unrealized +28.4%
INGR Ingredion 0.1%
Value ($000) $288 Shares 3,000 Est. Cost $80.34 Unrealized +18.0%
Marathon Oil 0.1%
Value ($000) $271 Shares 20,839 Est. Cost $35.68 Unrealized
ULTA Ulta Salon Cosmetics 0.1%
Value ($000) $269 Shares 1,455 Est. Cost $165.12 Unrealized +4.6%
ORCL Oracle Corp. 0.1%
Value ($000) $260 Shares 7,035 Est. Cost $28.11 Unrealized +16.7%
DuPont 0.1%
Value ($000) $254 Shares 3,786 Est. Cost $67.09 Unrealized
Bed Bath & Beyond 0.0%
Value ($000) $250 Shares 5,210 Est. Cost $67.80 Unrealized
Sirona Dental Systems 0.0%
Value ($000) $248 Shares 2,250 Est. Cost $87.06 Unrealized
REGN Regeneron Pharmaceuticals 0.0%
Value ($000) $247 Shares 455 Est. Cost $422.88 Unrealized +27.4%
Plum Creek Timber 0.0%
Value ($000) $245 Shares 5,100 Est. Cost $48.04 Unrealized
GOOGL Alphabet Inc. Class A 0.0%
Value ($000) $237 Shares 305 Est. Cost $36.73 Unrealized 0.0%
Time Warner New 0.0%
Value ($000) $235 Shares 3,610 Est. Cost $86.98 Unrealized
CMI Cummins Inc. 0.0%
Value ($000) $234 Shares 2,655 Est. Cost $84.55 Unrealized -10.3%
GOOG Alphabet Inc. Class C 0.0%
Value ($000) $231 Shares 305 Est. Cost $35.61 Unrealized 0.0%
WGL Holdings 0.0%
Value ($000) $230 Shares 3,650 Est. Cost $54.94 Unrealized
Aetna 0.0%
Value ($000) $216 Shares 2,000 Est. Cost $127.00 Unrealized
Kayne Anderson 0.0%
Value ($000) $186 Shares 10,929 Est. Cost $38.92 Unrealized