WENDELL DAVID ASSOCIATES INC Diversified Active

CIK: 0000878228 · Show all filings

Period: Q1 2016 (← Previous) (Next →)

Filing Date: Apr 19, 2016

Total Value ($000): $515,004 (100.0% shares, 0.0% debt)

Holdings (146)

ADP Automatic Data Processing 4.5%
Value ($000) $23,063 Shares 256,256 Est. Cost $45.45 Unrealized +48.9%
TJX TJX Companies 3.7%
Value ($000) $18,798 Shares 241,000 Est. Cost $21.34 Unrealized +48.1%
MA MasterCard 3.5%
Value ($000) $17,953 Shares 188,982 Est. Cost $70.99 Unrealized +17.5%
ECL Ecolab 3.3%
Value ($000) $16,973 Shares 151,540 Est. Cost $74.34 Unrealized +28.2%
NKE NIKE 'B' 3.1%
Value ($000) $16,106 Shares 264,034 Est. Cost $42.01 Unrealized +26.6%
CL Colgate-Palmolive 3.1%
Value ($000) $16,029 Shares 225,761 Est. Cost $44.45 Unrealized +18.9%
KO Coca-Cola 3.0%
Value ($000) $15,293 Shares 332,455 Est. Cost $27.85 Unrealized +14.3%
XOM ExxonMobil 3.0%
Value ($000) $15,203 Shares 180,993 Est. Cost $53.77 Unrealized -3.3%
JNJ Johnson & Johnson 2.9%
Value ($000) $14,870 Shares 137,683 Est. Cost $60.16 Unrealized +30.9%
SYK Stryker 2.7%
Value ($000) $14,147 Shares 132,219 Est. Cost $60.46 Unrealized +45.8%
MKC McCormick & Co. 2.5%
Value ($000) $12,711 Shares 128,390 Est. Cost $28.25 Unrealized +32.0%
AAPL Apple, Inc. 2.5%
Value ($000) $12,679 Shares 116,325 Est. Cost $18.28 Unrealized +23.4%
CHD Church & Dwight 2.4%
Value ($000) $12,177 Shares 132,360 Est. Cost $26.53 Unrealized +44.7%
MCD McDonald's 2.2%
Value ($000) $11,556 Shares 91,717 Est. Cost $71.80 Unrealized +30.9%
FISV Fiserv 2.1%
Value ($000) $10,659 Shares 103,490 Est. Cost $25.30 Unrealized +87.4%
ABT Abbott Labs 2.0%
Value ($000) $10,296 Shares 245,154 Est. Cost $29.43 Unrealized +12.1%
Stericycle 2.0%
Value ($000) $10,256 Shares 81,397 Est. Cost $112.40 Unrealized
Celgene 1.8%
Value ($000) $9,291 Shares 92,905 Est. Cost $101.18 Unrealized
PG Procter & Gamble 1.7%
Value ($000) $8,996 Shares 109,712 Est. Cost $55.00 Unrealized +12.1%
PEP PepsiCo 1.6%
Value ($000) $8,493 Shares 83,266 Est. Cost $56.34 Unrealized +30.0%
ABBV AbbVie 1.6%
Value ($000) $8,390 Shares 147,197 Est. Cost $26.55 Unrealized +39.8%
Walgreens Boots Alliance 1.6%
Value ($000) $7,987 Shares 95,078 Est. Cost $76.00 Unrealized
MSFT Microsoft 1.5%
Value ($000) $7,568 Shares 137,600 Est. Cost $26.70 Unrealized +72.5%
United Technologies 1.4%
Value ($000) $7,439 Shares 74,392 Est. Cost $94.07 Unrealized
INTU Intuit 1.2%
Value ($000) $6,119 Shares 58,839 Est. Cost $55.80 Unrealized +60.5%
FDS FactSet Research Systems 1.2%
Value ($000) $6,068 Shares 39,921 Est. Cost $90.13 Unrealized +49.4%
BF/B Brown-Forman 'B' 1.1%
Value ($000) $5,853 Shares 59,723 Est. Cost $23.35 Unrealized +38.6%
ACN Accenture Ltd. 'A' 1.1%
Value ($000) $5,791 Shares 50,360 Est. Cost $80.68 Unrealized +8.7%
DHR Danaher 1.1%
Value ($000) $5,600 Shares 58,944 Est. Cost $25.78 Unrealized +41.4%
GILD Gilead Sciences 1.0%
Value ($000) $5,379 Shares 58,463 Est. Cost $55.92 Unrealized +13.5%
RHHBY Roche Holding Ltd ADR 1.0%
Value ($000) $4,983 Shares 160,740 Est. Cost $49.05 Unrealized
Praxair 0.9%
Value ($000) $4,745 Shares 41,619 Est. Cost $116.25 Unrealized
SYY Sysco Corp. 0.9%
Value ($000) $4,505 Shares 95,857 Est. Cost $24.40 Unrealized +36.8%
IDXX IDEXX Labs 0.8%
Value ($000) $4,363 Shares 55,936 Est. Cost $61.57 Unrealized +16.9%
NVO Novo Nordisk ADR 0.8%
Value ($000) $4,316 Shares 79,931 Est. Cost $68.55 Unrealized
NEE NextEra Energy 0.8%
Value ($000) $4,284 Shares 36,308 Est. Cost $19.29 Unrealized +13.0%
ITW Illinois Tool Works 0.8%
Value ($000) $3,963 Shares 38,854 Est. Cost $50.91 Unrealized +43.9%
QCOM QUALCOMM 0.8%
Value ($000) $3,953 Shares 77,501 Est. Cost $46.43 Unrealized -20.5%
VZ Verizon Communications 0.7%
Value ($000) $3,746 Shares 69,375 Est. Cost $27.13 Unrealized +10.7%
SBUX Starbucks 0.7%
Value ($000) $3,716 Shares 61,929 Est. Cost $36.67 Unrealized +29.3%
USB US Bancorp 0.7%
Value ($000) $3,711 Shares 90,524 Est. Cost $22.53 Unrealized +23.4%
General Electric 0.7%
Value ($000) $3,662 Shares 114,448 Est. Cost $23.23 Unrealized
CVS CVS Health 0.7%
Value ($000) $3,475 Shares 33,410 Est. Cost $54.88 Unrealized +31.9%
BR Broadridge Financial Solutions 0.6%
Value ($000) $3,277 Shares 55,548 Est. Cost $38.29 Unrealized +20.2%
TSCO Tractor Supply Company 0.6%
Value ($000) $3,206 Shares 35,620 Est. Cost $14.94 Unrealized -1.5%
UNP Union Pacific 0.6%
Value ($000) $3,059 Shares 38,241 Est. Cost $74.05 Unrealized -16.3%
PAYX Paychex 0.6%
Value ($000) $3,006 Shares 55,670 Est. Cost $25.79 Unrealized +45.3%
LLY Lilly, Eli 0.6%
Value ($000) $3,006 Shares 41,750 Est. Cost $42.21 Unrealized +51.6%
MRK Merck 0.5%
Value ($000) $2,778 Shares 52,419 Est. Cost $40.15 Unrealized -10.3%
APD Air Products 0.5%
Value ($000) $2,760 Shares 19,169 Est. Cost $61.75 Unrealized +53.4%
PFF iShares S&P US Pfd 0.5%
Value ($000) $2,750 Shares 70,525 Est. Cost $39.20 Unrealized
AMT American Tower 'A' 0.5%
Value ($000) $2,684 Shares 26,315 Est. Cost $73.08 Unrealized +0.1%
T AT&T 0.5%
Value ($000) $2,658 Shares 68,159 Est. Cost $11.42 Unrealized +21.1%
WMT Wal-Mart Stores 0.5%
Value ($000) $2,502 Shares 36,794 Est. Cost $19.98 Unrealized -8.4%
BCPC Balchem 0.5%
Value ($000) $2,423 Shares 39,085 Est. Cost $48.33 Unrealized +17.8%
PM Philip Morris Int'l 0.5%
Value ($000) $2,360 Shares 24,079 Est. Cost $49.57 Unrealized +12.7%
MMM 3M Company 0.5%
Value ($000) $2,332 Shares 13,962 Est. Cost $66.30 Unrealized +39.9%
EMR Emerson Electric 0.4%
Value ($000) $2,314 Shares 42,861 Est. Cost $39.72 Unrealized -5.9%
LOW Lowe's 0.4%
Value ($000) $2,263 Shares 29,775 Est. Cost $32.88 Unrealized +79.1%
GWW Grainger, W.W. 0.4%
Value ($000) $2,256 Shares 9,682 Est. Cost $204.51 Unrealized -12.3%
CDK Global Inc. 0.4%
Value ($000) $2,220 Shares 47,233 Est. Cost $53.99 Unrealized
CSCO Cisco Systems 0.4%
Value ($000) $2,213 Shares 79,048 Est. Cost $15.33 Unrealized +23.6%
HP Helmerich & Payne 0.4%
Value ($000) $2,211 Shares 37,472 Est. Cost $62.73 Unrealized -15.7%
JKHY Jack Henry & Associates 0.4%
Value ($000) $2,134 Shares 25,105 Est. Cost $55.86 Unrealized +27.6%
Dentsply Sirona 0.4%
Value ($000) $2,037 Shares 32,851 Est. Cost $43.28 Unrealized
INTC Intel 0.4%
Value ($000) $1,991 Shares 62,205 Est. Cost $17.46 Unrealized +39.7%
Weingarten Realty 0.4%
Value ($000) $1,955 Shares 51,448 Est. Cost $33.12 Unrealized
IBM IBM 0.4%
Value ($000) $1,936 Shares 12,824 Est. Cost $118.94 Unrealized -29.3%
FAST Fastenal 0.4%
Value ($000) $1,921 Shares 39,200 Est. Cost $8.79 Unrealized -4.7%
HD Home Depot 0.4%
Value ($000) $1,883 Shares 14,159 Est. Cost $56.37 Unrealized +74.5%
AMGN Amgen 0.4%
Value ($000) $1,870 Shares 12,465 Est. Cost $73.61 Unrealized +50.5%
HSIC Henry Schein 0.4%
Value ($000) $1,838 Shares 10,625 Est. Cost $38.13 Unrealized +63.7%
BRK/B Berkshire Hathaway 'B' 0.3%
Value ($000) $1,739 Shares 12,244 Est. Cost $142.09 Unrealized -6.7%
PFE Pfizer 0.3%
Value ($000) $1,735 Shares 57,817 Est. Cost $16.45 Unrealized +13.5%
CTSH Cognizant Technology 0.3%
Value ($000) $1,692 Shares 26,851 Est. Cost $40.75 Unrealized +26.5%
HAIN Hain Celestial Group 0.3%
Value ($000) $1,616 Shares 39,405 Est. Cost $60.37 Unrealized -37.8%
FLO Flowers Foods 0.3%
Value ($000) $1,527 Shares 84,850 Est. Cost $13.95 Unrealized -7.8%
WEX WEX 0.3%
Value ($000) $1,490 Shares 17,948 Est. Cost $94.27 Unrealized -23.3%
VFC VF Corporation 0.3%
Value ($000) $1,440 Shares 22,160 Est. Cost $61.68 Unrealized -5.8%
BDX Becton, Dickinson 0.3%
Value ($000) $1,317 Shares 8,666 Est. Cost $78.41 Unrealized +55.9%
EOG EOG Resources 0.3%
Value ($000) $1,294 Shares 17,730 Est. Cost $58.89 Unrealized -13.3%
Welltower, Inc. 0.2%
Value ($000) $1,266 Shares 18,350 Est. Cost $67.74 Unrealized
SLB Schlumberger 0.2%
Value ($000) $1,244 Shares 16,809 Est. Cost $55.37 Unrealized -4.1%
EXPD Expeditors Int'l 0.2%
Value ($000) $1,242 Shares 25,350 Est. Cost $31.69 Unrealized +27.5%
Kellogg 0.2%
Value ($000) $1,209 Shares 15,700 Est. Cost $38.92 Unrealized +25.0%
MPC Marathon Petroleum 0.2%
Value ($000) $1,195 Shares 32,288 Est. Cost $32.14 Unrealized -13.2%
AMZN Amazon.com 0.2%
Value ($000) $1,158 Shares 1,950 Est. Cost $13.43 Unrealized +111.4%
DIS Disney, Walt 0.2%
Value ($000) $1,158 Shares 11,699 Est. Cost $70.28 Unrealized +26.6%
Tiffany 0.2%
Value ($000) $1,127 Shares 15,440 Est. Cost $75.19 Unrealized
BMY Bristol-Myers Squibb 0.2%
Value ($000) $1,127 Shares 17,609 Est. Cost $45.92 Unrealized -2.4%
D Dominion Resources 0.2%
Value ($000) $1,114 Shares 14,850 Est. Cost $34.53 Unrealized +33.5%
Panera Bread 0.2%
Value ($000) $1,018 Shares 4,965 Est. Cost $184.71 Unrealized
DE Deere & Company 0.2%
Value ($000) $970 Shares 12,600 Est. Cost $68.04 Unrealized -2.6%
Linear Technology 0.2%
Value ($000) $960 Shares 21,323 Est. Cost $37.02 Unrealized
Dr. Pepper Snapple 0.2%
Value ($000) $932 Shares 10,475 Est. Cost $47.32 Unrealized
PRA Group 0.2%
Value ($000) $851 Shares 29,340 Est. Cost $71.10 Unrealized
EQR Equity Residential Properties 0.2%
Value ($000) $804 Shares 10,720 Est. Cost $31.42 Unrealized +48.2%
BFS Saul Centers 0.1%
Value ($000) $769 Shares 14,500 Est. Cost $45.35 Unrealized
GPC Genuine Parts 0.1%
Value ($000) $748 Shares 7,560 Est. Cost $62.69 Unrealized +6.3%
HSY Hershey Company 0.1%
Value ($000) $748 Shares 8,125 Est. Cost $71.62 Unrealized -1.6%
GIS General Mills 0.1%
Value ($000) $713 Shares 11,314 Est. Cost $32.23 Unrealized +27.9%
ROST Ross Stores 0.1%
Value ($000) $702 Shares 12,100 Est. Cost $37.48 Unrealized +34.3%
CVX Chevron 0.1%
Value ($000) $693 Shares 7,290 Est. Cost $69.54 Unrealized -17.4%
HCP Inc. 0.1%
Value ($000) $634 Shares 19,200 Est. Cost $43.98 Unrealized
ISRG Intuitive Surgical 0.1%
Value ($000) $613 Shares 1,020 Est. Cost $54.33 Unrealized +14.1%
HPE Hewlett Packard Enterprise 0.1%
Value ($000) $500 Shares 27,791 Est. Cost $6.50 Unrealized -2.0%
IRBTQ iRobot 0.1%
Value ($000) $476 Shares 13,590 Est. Cost $31.89 Unrealized +2.1%
HCSG Healthcare Services Group 0.1%
Value ($000) $470 Shares 12,700 Est. Cost $24.06 Unrealized +44.4%
V Visa 0.1%
Value ($000) $464 Shares 6,100 Est. Cost $60.17 Unrealized +12.7%
MO Altria 0.1%
Value ($000) $460 Shares 7,300 Est. Cost $23.90 Unrealized +30.0%
KHC Kraft Heinz 0.1%
Value ($000) $448 Shares 5,669 Est. Cost $47.82 Unrealized +1.0%
DUK Duke Energy 0.1%
Value ($000) $436 Shares 5,378 Est. Cost $42.21 Unrealized +19.6%
STT State Street Corp. 0.1%
Value ($000) $425 Shares 7,204 Est. Cost $57.63 Unrealized -26.0%
KIM Kimco Realty 0.1%
Value ($000) $394 Shares 13,600 Est. Cost $12.61 Unrealized +31.7%
TRMB Trimble Navigation Limited 0.1%
Value ($000) $369 Shares 14,760 Est. Cost $29.70 Unrealized -25.6%
NOC Northrop Grumman 0.1%
Value ($000) $366 Shares 1,850 Est. Cost $114.24 Unrealized +41.0%
JPM JP Morgan Chase 0.1%
Value ($000) $362 Shares 6,134 Est. Cost $41.72 Unrealized +7.5%
MDLZ Mondelez Int'l 0.1%
Value ($000) $356 Shares 8,895 Est. Cost $28.45 Unrealized +13.9%
COP ConocoPhillips 0.1%
Value ($000) $345 Shares 8,620 Est. Cost $43.30 Unrealized -35.1%
Royal Dutch Shell PLC 'A' 0.1%
Value ($000) $343 Shares 7,148 Est. Cost $63.74 Unrealized
HP Inc. 0.1%
Value ($000) $332 Shares 27,700 Est. Cost $25.00 Unrealized
SU Suncor Energy 0.1%
Value ($000) $329 Shares 11,750 Est. Cost $20.73 Unrealized -18.0%
EL Estee Lauder 0.1%
Value ($000) $324 Shares 3,448 Est. Cost $58.25 Unrealized +34.9%
INGR Ingredion 0.1%
Value ($000) $321 Shares 3,000 Est. Cost $80.34 Unrealized +24.0%
MNST Monster Beverage 0.1%
Value ($000) $319 Shares 2,400 Est. Cost $24.14 Unrealized -7.8%
CSX CSX Corp. 0.1%
Value ($000) $312 Shares 12,000 Est. Cost $6.66 Unrealized +5.2%
Noble Energy 0.1%
Value ($000) $307 Shares 9,900 Est. Cost $60.00 Unrealized
NSC Norfolk Southern 0.1%
Value ($000) $302 Shares 3,640 Est. Cost $64.91 Unrealized -5.2%
SEIC SEI Investments 0.1%
Value ($000) $301 Shares 7,000 Est. Cost $26.47 Unrealized +37.0%
CAT Caterpillar 0.1%
Value ($000) $287 Shares 3,728 Est. Cost $60.35 Unrealized -12.1%
ULTA Ulta Salon Cosmetics 0.1%
Value ($000) $282 Shares 1,455 Est. Cost $165.12 Unrealized +5.5%
WY Weyerhaeuser 0.1%
Value ($000) $276 Shares 8,918 Est. Cost $18.15 Unrealized 0.0%
Time Warner New 0.1%
Value ($000) $264 Shares 3,610 Est. Cost $86.98 Unrealized
WGL Holdings 0.1%
Value ($000) $263 Shares 3,650 Est. Cost $54.94 Unrealized
Bed Bath & Beyond 0.1%
Value ($000) $261 Shares 5,210 Est. Cost $67.80 Unrealized
ORCL Oracle Corp. 0.0%
Value ($000) $255 Shares 6,222 Est. Cost $28.11 Unrealized +13.7%
DuPont 0.0%
Value ($000) $239 Shares 3,786 Est. Cost $67.09 Unrealized
GOOGL Alphabet Inc. Class A 0.0%
Value ($000) $233 Shares 305 Est. Cost $36.73 Unrealized -0.5%
WFC Wells Fargo 0.0%
Value ($000) $231 Shares 4,815 Est. Cost $29.24 Unrealized +26.9%
PSX Phillips 66 0.0%
Value ($000) $229 Shares 2,637 Est. Cost $56.03 Unrealized 0.0%
GOOG Alphabet Inc. Class C 0.0%
Value ($000) $227 Shares 305 Est. Cost $35.61 Unrealized -0.2%
Aetna 0.0%
Value ($000) $224 Shares 2,000 Est. Cost $127.00 Unrealized
CMI Cummins Inc. 0.0%
Value ($000) $223 Shares 2,025 Est. Cost $84.55 Unrealized -12.2%
BRK/A Berkshire Hathaway 'A' 0.0%
Value ($000) $213 Shares 1 Est. Cost $199512.94 Unrealized 0.0%
UAA Under Armour 0.0%
Value ($000) $206 Shares 2,425 Est. Cost $39.45 Unrealized 0.0%
Kayne Anderson 0.0%
Value ($000) $177 Shares 10,387 Est. Cost $38.92 Unrealized